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, Q4 2021
Institutional positions in Prudential PLC as of Dec 31, 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
- 187
- +15 vs. Q3 2021
- Shares held
- 22.7M
- +248.0K (+1.1%) vs. Q3 2021
- Total value
- $782.3M
- −$97.5M (−11.1%) vs. Q3 2021
- New holders
- 42
- 49 more added
- Sold out
- 27
- 60 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $757 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 54 | $1.00K | 0.00% | +42+350.0% | Added |
| Cullen/Frost Bankers, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| IFP Advisors, Inc | 18 | $1.00K | 0.00% | +18 | New |
| Endurance Wealth Management, Inc. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 62 | $2.00K | 0.00% | +15+31.9% | Added |
| Investors Research Corp | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $2.00K | 0.00% | +30+85.7% | Added |
| Harbour Investments, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Trustcore Financial Services, LLC | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 92 | $3.00K | 0.00% | +92 | New |
| Quent Capital, LLC | 74 | $3.00K | 0.00% | +74 | New |
| Fortitude Advisory Group L.L.C. | 80 | $3.00K | 0.00% | +80 | New |
| Washington Trust Co | 117 | $4.00K | 0.00% | −45−27.8% | Reduced |
| HighMark Wealth Management LLC | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 101 | $4.00K | 0.00% | +101 | New |
| Cambridge Trust Co | 108 | $4.00K | 0.00% | +108 | New |
| Zullo Investment Group, Inc. | 103 | $4.00K | 0.00% | +103 | New |
| Koshinski Asset Management, Inc. | 120 | $4.13K | 0.00% | −112−48.3% | Reduced |
| FourThought Financial, LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 192 | $6.00K | 0.00% | −110−36.4% | Reduced |
| First Horizon Advisors, Inc. | 211 | $6.00K | 0.00% | +81+62.3% | Added |
| Delos Wealth Advisors, LLC | 164 | $6.00K | 0.01% | +164 | New |
| CoreCap Advisors, LLC | 180 | $6.00K | 0.00% | +180 | New |
| Fieldpoint Private Securities, LLC | 214 | $7.00K | 0.00% | −110−34.0% | Reduced |
| Whittier Trust Co | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 211 | $7.26K | 0.00% | −78−27.0% | Reduced |
| Jones Financial Companies LLLP | 220 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 224 | $8.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 248 | $8.00K | 0.00% | +248 | New |
| Snowden Capital Advisors LLC | 301 | $10.0K | 0.00% | −5,386−94.7% | Reduced |
| Arlington Partners LLC | 278 | $10.0K | 0.00% | +278 | New |
| Washington Trust Advisors, Inc. | 282 | $10.0K | 0.00% | +282 | New |
| Freedman Financial Associates, Inc. | 383 | $13.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 369 | $13.0K | 0.00% | +130+54.4% | Added |
| Huntington National Bank | 390 | $13.0K | 0.00% | +390 | New |
| Rather & Kittrell, Inc. | 387 | $13.0K | 0.01% | +387 | New |
| Bedel Financial Consulting, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 404 | $14.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 427 | $15.0K | 0.00% | −149−25.9% | Reduced |
| Howe & Rusling Inc | 438 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 477 | $16.0K | 0.00% | −28−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 473 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 527 | $18.0K | 0.00% | +84+19.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 658 | $23.0K | 0.00% | +7+1.1% | Added |
| Tower Research Capital LLC (TRC) | 704 | $24.0K | 0.00% | +704 | New |
| PSI Advisors, LLC | 740 | $25.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 768 | $26.0K | 0.00% | +768 | New |
| Private Capital Group, LLC | 830 | $29.0K | 0.01% | −124−13.0% | Reduced |
| CWM, LLC | 837 | $29.0K | 0.00% | +837 | New |
| Lindbrook Capital, LLC | 881 | $30.0K | 0.00% | −265−23.1% | Reduced |
| Spire Wealth Management | 911 | $31.0K | 0.00% | −217−19.2% | Reduced |
| National Bank of Canada | 950 | $33.0K | 0.00% | +950 | New |
| Bollard Group LLC | 1,083 | $37.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,054 | $37.0K | 0.00% | +303+40.3% | Added |
| TD Ameritrade Investment Management, LLC | 1,135 | $39.0K | 0.00% | −300−20.9% | Reduced |
| TD Private Client Wealth LLC | 1,347 | $46.4K | 0.00% | −1,918−58.7% | Reduced |
| Bessemer Group Inc | 1,391 | $48.0K | 0.00% | +492+54.7% | Added |
| Eaton Vance Management | 1,649 | $56.0K | 0.00% | −713−30.2% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $62.0K | 0.12% | +1,800 | New |
| Hexagon Capital Partners LLC | 1,851 | $64.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,936 | $67.0K | 0.00% | −112−5.5% | Reduced |
| Parallel Advisors, LLC | 2,602 | $90.0K | 0.00% | −353−11.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,649 | $91.0K | 0.01% | −1,107−29.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,729 | $94.0K | 0.00% | −1,049−27.8% | Reduced |
| Zions Bancorporation, N.A. | 2,792 | $96.0K | 0.01% | +846+43.5% | Added |
| Captrust Financial Advisors | 2,986 | $103.0K | 0.00% | −1,181−28.3% | Reduced |
| EverSource Wealth Advisors, LLC | 3,057 | $105.0K | 0.03% | +3,057 | New |
| Brewin Dolphin Ltd | 3,620 | $125.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,974 | $136.8K | 0.00% | +3,974 | New |
| Ellevest, Inc. | 4,008 | $138.0K | 0.01% | +3,288+456.7% | Added |
| Quadrant Capital Group LLC | 4,368 | $150.0K | 0.02% | +108+2.5% | Added |
| Rockefeller Capital Management L.P. | 5,228 | $179.0K | 0.00% | −6,671−56.1% | Reduced |
| Quantbot Technologies LP | 5,500 | $189.0K | 0.02% | +5,500 | New |
| Prudential Financial Inc | 5,158 | $207.0K | 0.00% | −257−4.7% | Reduced |
| Forum Financial Management, LP | 6,084 | $209.0K | 0.01% | +6,084 | New |
| M&T Bank Corp | 6,196 | $213.0K | 0.00% | −3,562−36.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,444 | $221.0K | 0.00% | −1,213−15.8% | Reduced |
| Mercer Global Advisors Inc | 6,575 | $226.0K | 0.00% | +1,148+21.2% | Added |
| Trexquant Investment LP | 6,554 | $226.0K | 0.01% | +6,554 | New |
| O'Shaughnessy Asset Management, LLC | 6,877 | $237.0K | 0.00% | −630−8.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,200 | $247.0K | 0.00% | +7,200 | New |
| Quilter Plc | 5,230 | $249.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 7,247 | $250.0K | 0.00% | +974+15.5% | Added |
| Janney Montgomery Scott LLC | 7,732 | $266.0K | 0.00% | −2,835−26.8% | Reduced |
| Mather Group, LLC. | 8,011 | $276.0K | 0.01% | +8,011 | New |
| MML Investors Services, LLC | 8,222 | $283.0K | 0.00% | +1,058+14.8% | Added |
| Regal Investment Advisors LLC | 8,354 | $288.0K | 0.03% | 00.0% | Unchanged |
| Bluestein R H & Co | 10,000 | $344.0K | 0.01% | 00.0% | Unchanged |