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, Q3 2021
Institutional positions in Prudential PLC as of Sep 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
- 175
- −4 vs. Q2 2021
- Shares held
- 22.5M
- +56.5K (+0.3%) vs. Q2 2021
- Total value
- $881.8M
- +$23.1M (+2.7%) vs. Q2 2021
- New holders
- 25
- 76 more added
- Sold out
- 29
- 32 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8 | $0 | 0.00% | +4+100.0% | Added |
| Assetmark, Inc | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 22 | $862 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $1.00K | 0.00% | +35 | New |
| NEXT Financial Group, Inc | 47 | $2.00K | 0.00% | +1+2.2% | Added |
| Investors Research Corp | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 76 | $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 |
| Endurance Wealth Management, Inc. | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 73 | $3.00K | 0.00% | +73 | New |
| McIlrath & Eck, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 130 | $4.00K | 0.00% | +29+28.7% | Added |
| Meridian Wealth Partners, LLC | 105 | $4.00K | 0.00% | +105 | New |
| Sonora Investment Management, LLC | 200 | $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 |
| Nisa Investment Advisors, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 116 | $5.00K | 0.00% | +27+30.3% | Added |
| Creative Financial Designs Inc | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 2,362 | $7.00K | 0.00% | +168+7.7% | Added |
| HM Payson & Co | 300 | $8.00K | 0.00% | +300 | New |
| Whittier Trust Co | 210 | $8.00K | 0.00% | +210 | New |
| Ancora Advisors, LLC | 205 | $8.00K | 0.00% | +205 | New |
| Front Row Advisors LLC | 239 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 232 | $9.00K | 0.00% | +232 | New |
| Newbridge Financial Services Group, Inc. | 224 | $9.00K | 0.01% | +224 | New |
| Koshinski Asset Management, Inc. | 232 | $9.09K | 0.00% | +232 | New |
| Carroll Financial Associates, Inc. | 302 | $11.0K | 0.00% | +14+4.9% | Added |
| American Portfolios Advisors | 289 | $11.3K | 0.00% | +30+11.6% | Added |
| Fieldpoint Private Securities, LLC | 324 | $13.0K | 0.00% | +194+149.2% | Added |
| Eagle Bay Advisors LLC | 340 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 345 | $14.0K | 0.00% | +345 | New |
| Freedman Financial Associates, Inc. | 383 | $15.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 404 | $15.0K | 0.00% | +285+239.5% | Added |
| Bedel Financial Consulting, Inc. | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 400 | $16.0K | 0.00% | +400 | New |
| Howe & Rusling Inc | 438 | $17.0K | 0.00% | +61+16.2% | Added |
| FinTrust Capital Advisors, LLC | 443 | $17.0K | 0.00% | +66+17.5% | Added |
| Red Tortoise LLC | 882 | $18.0K | 0.01% | +882 | New |
| Steward Partners Investment Advisory, LLC | 473 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 505 | $20.0K | 0.00% | +65+14.8% | Added |
| Arkadios Wealth Advisors | 609 | $23.0K | 0.00% | +1+0.2% | Added |
| Column Capital Advisors, LLC | 576 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 619 | $24.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 651 | $26.0K | 0.00% | +73+12.6% | Added |
| Ellevest, Inc. | 720 | $28.0K | 0.00% | +306+73.9% | Added |
| Northwestern Mutual Wealth Management Co | 751 | $29.0K | 0.00% | +82+12.3% | Added |
| Berman Capital Advisors, LLC | 755 | $29.0K | 0.00% | +67+9.7% | Added |
| PSI Advisors, LLC | 740 | $29.0K | 0.01% | +740 | New |
| Bessemer Group Inc | 899 | $35.0K | 0.00% | −398−30.7% | Reduced |
| Private Capital Group, LLC | 954 | $37.0K | 0.01% | +9+1.0% | Added |
| TD Ameritrade Investment Management, LLC | 1,435 | $41.0K | 0.00% | +303+26.8% | Added |
| Bollard Group LLC | 1,083 | $42.0K | 0.00% | +3+0.3% | Added |
| Spire Wealth Management | 1,128 | $44.0K | 0.00% | −184−14.0% | Reduced |
| Lindbrook Capital, LLC | 1,146 | $45.0K | 0.01% | +171+17.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,537 | $60.0K | 0.03% | +233+17.9% | Added |
| Hexagon Capital Partners LLC | 1,851 | $73.0K | 0.02% | +57+3.2% | Added |
| Zions Bancorporation, N.A. | 1,946 | $76.0K | 0.01% | +1,190+157.4% | Added |
| Fifth Third Bancorp | 2,048 | $80.0K | 0.00% | −247−10.8% | Reduced |
| Atlas Capital Advisors LLC | 2,301 | $90.2K | 0.01% | +2,301 | New |
| Parallel Advisors, LLC | 2,955 | $116.0K | 0.00% | +471+19.0% | Added |
| TD Private Client Wealth LLC | 3,265 | $127.9K | 0.01% | −129−3.8% | Reduced |
| Brewin Dolphin Ltd | 3,620 | $141.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,756 | $147.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,778 | $148.0K | 0.01% | +223+6.3% | Added |
| Captrust Financial Advisors | 4,167 | $163.0K | 0.00% | +692+19.9% | Added |
| Quadrant Capital Group LLC | 4,260 | $167.0K | 0.02% | −227−5.1% | Reduced |
| Raymond James Trust N.A. | 5,331 | $208.0K | 0.01% | +5,331 | New |
| Mercer Global Advisors Inc | 5,427 | $213.0K | 0.00% | +5,427 | New |
| Gofen & Glossberg LLC | 5,456 | $214.0K | 0.01% | +5,456 | New |
| Checchi Capital Advisers, LLC | 5,624 | $220.0K | 0.03% | +94+1.7% | Added |
| Snowden Capital Advisors LLC | 5,687 | $222.8K | 0.01% | +388+7.3% | Added |
| Prudential Financial Inc | 5,415 | $223.0K | 0.00% | +5,415 | New |
| Bokf, NA | 6,273 | $246.0K | 0.00% | +6,273 | New |
| Creative Planning | 6,284 | $246.0K | 0.00% | +6,284 | New |
| Quilter Plc | 5,230 | $276.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,164 | $281.0K | 0.00% | +829+13.1% | Added |
| HighTower Advisors, LLC | 7,220 | $285.0K | 0.00% | +1,013+16.3% | Added |
| O'Shaughnessy Asset Management, LLC | 7,507 | $294.0K | 0.01% | −94−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 7,657 | $300.0K | 0.00% | +98+1.3% | Added |
| Regal Investment Advisors LLC | 8,354 | $327.0K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 8,851 | $347.0K | 0.08% | 00.0% | Unchanged |
| Invst, LLC | 9,313 | $365.0K | 0.06% | +680+7.9% | Added |
| M&T Bank Corp | 9,758 | $383.0K | 0.00% | +465+5.0% | Added |
| Pacer Advisors, Inc. | 9,804 | $384.0K | 0.00% | −393−3.9% | Reduced |
| Bluestein R H & Co | 10,000 | $392.0K | 0.02% | −2,500−20.0% | Reduced |
| CSS LLC | 10,000 | $392.0K | 0.02% | +10,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,035 | $393.0K | 0.09% | +1,163+13.1% | Added |
| Janney Montgomery Scott LLC | 10,567 | $414.0K | 0.00% | −1,372−11.5% | Reduced |