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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 6,084 | $209.0K | 0.01% | +6,084 | New |
| Prudential Financial Inc | 5,158 | $207.0K | 0.00% | −257−4.7% | Reduced |
| Quantbot Technologies LP | 5,500 | $189.0K | 0.02% | +5,500 | New |
| Rockefeller Capital Management L.P. | 5,228 | $179.0K | 0.00% | −6,671−56.1% | Reduced |
| Quadrant Capital Group LLC | 4,368 | $150.0K | 0.02% | +108+2.5% | Added |
| Ellevest, Inc. | 4,008 | $138.0K | 0.01% | +3,288+456.7% | Added |
| BNP Paribas Arbitrage, SA | 3,974 | $136.8K | 0.00% | +3,974 | New |
| Brewin Dolphin Ltd | 3,620 | $125.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,057 | $105.0K | 0.03% | +3,057 | New |
| Captrust Financial Advisors | 2,986 | $103.0K | 0.00% | −1,181−28.3% | Reduced |
| Zions Bancorporation, N.A. | 2,792 | $96.0K | 0.01% | +846+43.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,729 | $94.0K | 0.00% | −1,049−27.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,649 | $91.0K | 0.01% | −1,107−29.5% | Reduced |
| Parallel Advisors, LLC | 2,602 | $90.0K | 0.00% | −353−11.9% | Reduced |
| Fifth Third Bancorp | 1,936 | $67.0K | 0.00% | −112−5.5% | Reduced |
| Hexagon Capital Partners LLC | 1,851 | $64.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,800 | $62.0K | 0.12% | +1,800 | New |
| Eaton Vance Management | 1,649 | $56.0K | 0.00% | −713−30.2% | Reduced |
| Bessemer Group Inc | 1,391 | $48.0K | 0.00% | +492+54.7% | Added |
| TD Private Client Wealth LLC | 1,347 | $46.4K | 0.00% | −1,918−58.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,135 | $39.0K | 0.00% | −300−20.9% | Reduced |
| 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 |
| National Bank of Canada | 950 | $33.0K | 0.00% | +950 | New |
| Spire Wealth Management | 911 | $31.0K | 0.00% | −217−19.2% | Reduced |
| Lindbrook Capital, LLC | 881 | $30.0K | 0.00% | −265−23.1% | Reduced |
| Private Capital Group, LLC | 830 | $29.0K | 0.01% | −124−13.0% | Reduced |
| CWM, LLC | 837 | $29.0K | 0.00% | +837 | New |
| Umb Bank N A | 768 | $26.0K | 0.00% | +768 | New |
| PSI Advisors, LLC | 740 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 704 | $24.0K | 0.00% | +704 | New |
| Patriot Financial Group Insurance Agency, LLC | 658 | $23.0K | 0.00% | +7+1.1% | Added |
| FinTrust Capital Advisors, LLC | 527 | $18.0K | 0.00% | +84+19.0% | Added |
| 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 |
| Column Capital Advisors, LLC | 427 | $15.0K | 0.00% | −149−25.9% | Reduced |
| Howe & Rusling Inc | 438 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 404 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 211 | $7.26K | 0.00% | −78−27.0% | Reduced |
| 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 |
| 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 |
| FourThought Financial, LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 120 | $4.13K | 0.00% | −112−48.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 22 | $757 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −12,682−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −9,313−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −8,851−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,220−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6,284−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −5,456−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −5,331−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −609−100.0% | Sold out |