Prudential PLC
PUK- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001116578
No open-market purchases or sales by Prudential PLC insiders were filed in the last 90 days; 281 institutions reported holding it in 13F filings for Q2 2026, worth $989.5M in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesPUKPF
13F holders, Q2 2021
Institutional positions in Prudential PLC as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 182
- −1 vs. Q1 2021
- Shares held
- 22.5M
- +1.06M (+4.9%) vs. Q1 2021
- Total value
- $860.6M
- −$55.4M (−6.1%) vs. Q1 2021
- New holders
- 24
- 64 more added
- Sold out
- 25
- 50 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PUK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 281 | $989.5M |
| Q1 2026 | 261 | $1.03B |
| Q4 2025 | 252 | $1.05B |
| Q3 2025 | 225 | $893.1M |
| Q2 2025 | 206 | $739.9M |
| Q1 2025 | 194 | $628.4M |
| Q4 2024 | 169 | $402.4M |
| Q3 2024 | 189 | $524.8M |
| Q2 2024 | 191 | $529.9M |
| Q1 2024 | 179 | $554.1M |
| Q4 2023 | 191 | $610.9M |
| Q3 2023 | 168 | $623.8M |
| Q2 2023 | 173 | $772.2M |
| Q1 2023 | 167 | $749.2M |
| Q4 2022 | 165 | $790.8M |
| Q3 2022 | 143 | $547.4M |
| Q2 2022 | 168 | $653.8M |
| Q1 2022 | 172 | $722.4M |
| Q4 2021 | 187 | $782.3M |
| Q3 2021 | 175 | $881.8M |
| Q2 2021 | 182 | $860.6M |
| Q1 2021 | 185 | $918.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 12 | $0 | 0.00% | −85−87.6% | Reduced |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 22 | $838 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $1.00K | 0.00% | −81−65.9% | Reduced |
| Meeder Asset Management Inc | 14 | $1.00K | 0.00% | −8−36.4% | Reduced |
| Bartlett & Co. LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $1.00K | 0.00% | +5+19.2% | Added |
| Concord Wealth Partners | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 46 | $2.00K | 0.00% | −8−14.8% | Reduced |
| Investors Research Corp | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Advisory Services Network, LLC | 58 | $2.00K | 0.00% | +58 | New |
| First Horizon Advisors, Inc. | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 76 | $3.00K | 0.00% | +76 | New |
| Nisa Investment Advisors, LLC | 115 | $4.00K | 0.00% | −28−19.6% | Reduced |
| McIlrath & Eck, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 113 | $4.00K | 0.00% | +113 | New |
| Fieldpoint Private Securities, LLC | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 220 | $8.00K | 0.00% | +220 | New |
| Savior LLC | 243 | $9.00K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 235 | $9.00K | 0.00% | +235 | New |
| American Portfolios Advisors | 259 | $9.87K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 288 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 239 | $10.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 315 | $12.0K | 0.00% | −71−18.4% | Reduced |
| Howe & Rusling Inc | 377 | $14.0K | 0.00% | −50−11.7% | Reduced |
| FinTrust Capital Advisors, LLC | 377 | $14.0K | 0.00% | −3−0.8% | Reduced |
| Eagle Bay Advisors LLC | 340 | $14.0K | 0.01% | +340 | New |
| Bedel Financial Consulting, Inc. | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 383 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 414 | $16.0K | 0.00% | +44+11.9% | Added |
| Glassman Wealth Services | 440 | $17.0K | 0.00% | +11+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $18.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 578 | $22.0K | 0.00% | −70−10.8% | Reduced |
| Column Capital Advisors, LLC | 576 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 608 | $23.0K | 0.00% | +3+0.5% | Added |
| Stonebridge Capital Advisors LLC | 643 | $24.0K | 0.00% | −51−7.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 619 | $24.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 658 | $25.0K | 0.01% | +658 | New |
| Berman Capital Advisors, LLC | 688 | $26.0K | 0.00% | +18+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 669 | $26.0K | 0.00% | +222+49.7% | Added |
| Zions Bancorporation, N.A. | 756 | $29.0K | 0.00% | +3+0.4% | Added |
| Private Capital Group, LLC | 945 | $36.0K | 0.01% | +7+0.7% | Added |
| Lindbrook Capital, LLC | 975 | $37.0K | 0.01% | +30+3.2% | Added |
| CWM, LLC | 1,017 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1,080 | $41.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,100 | $41.0K | 0.00% | +1,100 | New |
| TD Ameritrade Investment Management, LLC | 1,132 | $43.0K | 0.00% | −248−18.0% | Reduced |
| Bessemer Group Inc | 1,297 | $49.0K | 0.00% | +170+15.1% | Added |
| Tower Research Capital LLC (TRC) | 1,308 | $49.0K | 0.00% | +1,308 | New |
| Spire Wealth Management | 1,312 | $50.0K | 0.00% | −66−4.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,304 | $50.0K | 0.02% | +417+47.0% | Added |
| Hexagon Capital Partners LLC | 1,794 | $68.0K | 0.02% | +59+3.4% | Added |
| PNC Managed Account Solutions, Inc. | 1,861 | $71.0K | 0.01% | +1,861 | New |
| Eaton Vance Management | 2,194 | $83.0K | 0.00% | −11,169−83.6% | Reduced |
| Fifth Third Bancorp | 2,295 | $87.0K | 0.00% | −2,432−51.4% | Reduced |
| Parallel Advisors, LLC | 2,484 | $95.0K | 0.00% | +127+5.4% | Added |
| TD Private Client Wealth LLC | 3,394 | $129.3K | 0.01% | −204−5.7% | Reduced |
| Captrust Financial Advisors | 3,475 | $132.0K | 0.00% | +219+6.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,555 | $135.0K | 0.01% | +262+8.0% | Added |
| Brewin Dolphin Ltd | 3,620 | $137.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,756 | $143.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,487 | $171.0K | 0.02% | +864+23.8% | Added |
| Snowden Capital Advisors LLC | 5,299 | $201.9K | 0.01% | +549+11.6% | Added |
| Checchi Capital Advisers, LLC | 5,530 | $211.0K | 0.03% | −42−0.8% | Reduced |
| HighTower Advisors, LLC | 6,207 | $239.0K | 0.00% | +585+10.4% | Added |
| MML Investors Services, LLC | 6,335 | $241.0K | 0.00% | −1,873−22.8% | Reduced |
| Quilter Plc | 5,230 | $276.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 7,420 | $283.0K | 0.00% | +7,420 | New |
| Commonwealth Equity Services, LLC | 7,559 | $288.0K | 0.00% | +7,559 | New |
| O'Shaughnessy Asset Management, LLC | 7,601 | $290.0K | 0.01% | −6,923−47.7% | Reduced |
| Virtu Financial LLC | 7,672 | $292.0K | 0.03% | +7,672 | New |
| Qube Research & Technologies Ltd | 7,987 | $304.0K | 0.00% | +7,987 | New |
| XTX Topco Ltd | 7,976 | $304.0K | 0.10% | +7,976 | New |
| Ethic Inc. | 8,266 | $315.0K | 0.04% | +2,423+41.5% | Added |
| Regal Investment Advisors LLC | 8,354 | $318.0K | 0.03% | +8,354 | New |
| Lake Street Advisors Group, LLC | 7,762 | $321.0K | 0.02% | +51+0.7% | Added |
| Invst, LLC | 8,633 | $323.0K | 0.05% | +2,193+34.1% | Added |
| Marietta Investment Partners LLC | 8,851 | $337.0K | 0.08% | +429+5.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,872 | $338.0K | 0.08% | +51+0.6% | Added |
| Rockefeller Capital Management L.P. | 8,986 | $341.0K | 0.00% | +5,879+189.2% | Added |
| M&T Bank Corp | 9,293 | $354.0K | 0.00% | −804−8.0% | Reduced |