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 2022
Institutional positions in Prudential PLC as of Dec 31, 2022. 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
- 165
- +27 vs. Q3 2022
- Shares held
- 28.6M
- +1.16M (+4.2%) vs. Q3 2022
- Total value
- $790.8M
- +$243.7M (+44.5%) vs. Q3 2022
- New holders
- 51
- 49 more added
- Sold out
- 24
- 46 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 6 | $0 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 27 | $49 | 0.00% | +27 | New |
| Horan Securities, Inc. | 12 | $330 | 0.00% | +12 | New |
| Glass Jacobson Investment Advisors llc | 18 | $495 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 22 | $605 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 22 | $608 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $879 | 0.00% | +32 | New |
| MBM Wealth Consultants, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Steward Financial Group LLC | 38 | $1.00K | 0.00% | +38 | New |
| Investors Research Corp | 44 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $1.48K | 0.00% | −3−5.3% | Reduced |
| Fifth Third Bancorp | 57 | $1.57K | 0.00% | −364−86.5% | Reduced |
| GWM Advisors LLC | 65 | $1.79K | 0.00% | +65 | New |
| Sugarloaf Wealth Management, LLC | 69 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 88 | $2.00K | 0.00% | −3,700−97.7% | Reduced |
| Endurance Wealth Management, Inc. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $2.00K | 0.00% | +63 | New |
| Money Concepts Capital Corp | 74 | $2.03K | 0.00% | +74 | New |
| McIlrath & Eck, LLC | 80 | $2.20K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 81 | $2.23K | 0.00% | +81 | New |
| Farther Finance Advisors, LLC | 96 | $2.64K | 0.00% | +96 | New |
| Zullo Investment Group, Inc. | 103 | $2.83K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 116 | $3.19K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 120 | $3.30K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 123 | $3.38K | 0.00% | +123 | New |
| Eagle Bay Advisors LLC | 154 | $4.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 159 | $4.37K | 0.00% | +95+148.4% | Added |
| CoreCap Advisors, LLC | 180 | $4.95K | 0.00% | +180 | New |
| Harbour Investments, Inc. | 186 | $5.11K | 0.00% | +138+287.5% | Added |
| Newbridge Financial Services Group, Inc. | 224 | $6.16K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 227 | $6.24K | 0.00% | −2−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 237 | $6.51K | 0.00% | +237 | New |
| Federated Hermes, Inc. | 263 | $7.23K | 0.00% | +36+15.9% | Added |
| Proequities, Inc. | 281 | $7.72K | 0.00% | +59+26.6% | Added |
| Colonial Trust Co | 283 | $7.78K | 0.00% | +283 | New |
| PSI Advisors, LLC | 300 | $8.24K | 0.00% | −300−50.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 311 | $9.00K | 0.00% | −335−51.9% | Reduced |
| Global Retirement Partners, LLC | 349 | $9.58K | 0.00% | +168+92.8% | Added |
| Federation des caisses Desjardins du Quebec | 360 | $9.89K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 360 | $9.89K | 0.00% | +360 | New |
| First Horizon Advisors, Inc. | 389 | $10.7K | 0.00% | +6+1.6% | Added |
| Macquarie Group Ltd | 401 | $11.0K | 0.00% | +30+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $13.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 493 | $14.0K | 0.00% | +493 | New |
| Glassman Wealth Services | 580 | $15.9K | 0.00% | −51−8.1% | Reduced |
| Lindbrook Capital, LLC | 639 | $17.6K | 0.00% | +43+7.2% | Added |
| Parallel Advisors, LLC | 663 | $18.2K | 0.00% | −366−35.6% | Reduced |
| Signaturefd, LLC | 727 | $20.0K | 0.00% | −2,091−74.2% | Reduced |
| Zions Bancorporation, N.A. | 732 | $20.1K | 0.00% | +197+36.8% | Added |
| Addenda Capital Inc. | 844 | $23.2K | 0.00% | +844 | New |
| Red Tortoise LLC | 882 | $24.2K | 0.02% | +882 | New |
| Advisory Services Network, LLC | 905 | $24.9K | 0.00% | +905 | New |
| FinTrust Capital Advisors, LLC | 975 | $26.8K | 0.01% | +332+51.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,088 | $29.9K | 0.00% | +379+53.5% | Added |
| Hexagon Capital Partners LLC | 1,169 | $32.1K | 0.01% | −1,030−46.8% | Reduced |
| National Bank of Canada | 1,269 | $34.9K | 0.00% | −14−1.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,351 | $37.1K | 0.02% | +444+49.0% | Added |
| Quadrant Capital Group LLC | 1,484 | $40.8K | 0.00% | −621−29.5% | Reduced |
| Grove Bank & Trust | 1,849 | $51.0K | 0.01% | +1,849 | New |
| Belpointe Asset Management LLC | 1,886 | $51.8K | 0.00% | +1,886 | New |
| Paradigm Asset Management Co LLC | 1,900 | $52.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,433 | $67.0K | 0.00% | +1,181+94.3% | Added |
| Ronald Blue Trust, Inc. | 3,364 | $67.0K | 0.00% | +2,377+240.8% | Added |
| EverSource Wealth Advisors, LLC | 4,072 | $111.9K | 0.02% | −318−7.2% | Reduced |
| US Bancorp | 4,592 | $126.2K | 0.00% | −312−6.4% | Reduced |
| IFP Advisors, Inc | 4,923 | $136.0K | 0.00% | +645+15.1% | Added |
| Bain Capital Public Equity, LP | 5,250 | $144.3K | 0.13% | +5,250 | New |
| Rockefeller Capital Management L.P. | 5,398 | $147.0K | 0.00% | −973−15.3% | Reduced |
| MQS Management LLC | 7,841 | $215.5K | 0.15% | +7,841 | New |
| Quantinno Capital Management LP | 7,896 | $217.0K | 0.02% | +7,896 | New |
| Janney Montgomery Scott LLC | 7,995 | $220.0K | 0.00% | +7,995 | New |
| Regal Investment Advisors LLC | 8,354 | $229.6K | 0.02% | +8,354 | New |
| Prudential Financial Inc | 8,516 | $234.0K | 0.00% | +8,516 | New |
| Captrust Financial Advisors | 8,549 | $234.9K | 0.00% | +8,549 | New |
| Raymond James Trust N.A. | 8,704 | $239.0K | 0.01% | +8,704 | New |
| TD Waterhouse Canada Inc. | 8,754 | $247.7K | 0.00% | +129+1.5% | Added |
| 44 Wealth Management LLC | 9,144 | $251.3K | 0.09% | +9,144 | New |
| Advisor Partners II, LLC | 9,605 | $264.0K | 0.02% | +9,605 | New |
| Lazard Asset Management LLC | 9,752 | $267.0K | 0.00% | −1,872−16.1% | Reduced |
| Sequoia Financial Advisors, LLC | 9,874 | $271.3K | 0.01% | +9,874 | New |
| Beacon Pointe Advisors, LLC | 9,882 | $271.6K | 0.01% | +9,882 | New |
| Pacer Advisors, Inc. | 10,308 | $283.3K | 0.00% | +10,308 | New |
| Courier Capital LLC | 10,616 | $291.7K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,739 | $295.1K | 0.01% | +88+0.8% | Added |
| CI Private Wealth, LLC | 10,886 | $299.1K | 0.00% | +10,886 | New |
| SYSTM Wealth Solutions LLC | 11,664 | $320.5K | 0.04% | +11,664 | New |
| JustInvest LLC | 12,146 | $333.8K | 0.01% | −5,859−32.5% | Reduced |
| Citigroup Inc | 12,477 | $342.9K | 0.00% | −5,808−31.8% | Reduced |
| Susquehanna International Group, LLP | 13,259 | $364.4K | 0.00% | +13,259 | New |
| TD Private Client Wealth LLC | 13,385 | $367.8K | 0.02% | +1,187+9.7% | Added |
| Ellevest, Inc. | 13,548 | $372.3K | 0.03% | +5,267+63.6% | Added |
| Millennium Management LLC | 14,033 | $386.0K | 0.00% | −5,543−28.3% | Reduced |
| Cerity Partners LLC | 14,228 | $391.0K | 0.00% | −4,947−25.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,868 | $408.6K | 0.02% | −456−3.0% | Reduced |
| Boston Private Wealth LLC | 15,169 | $416.9K | 0.01% | +3,702+32.3% | Added |
| Kestra Advisory Services, LLC | 15,334 | $421.4K | 0.00% | +15,334 | New |
| Credit Suisse AG | 17,014 | $467.5K | 0.00% | −11,720−40.8% | Reduced |
| Naviter Wealth, LLC | 14,761 | $478.6K | 0.13% | +1,419+10.6% | Added |