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, Q1 2023
Institutional positions in Prudential PLC as of Mar 31, 2023. 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
- 167
- +5 vs. Q4 2022
- Shares held
- 27.2M
- −1.39M (−4.9%) vs. Q4 2022
- Total value
- $749.2M
- −$40.8M (−5.2%) vs. Q4 2022
- New holders
- 24
- 53 more added
- Sold out
- 19
- 60 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 3,515,372 | $96.1M | 0.01% | +6,954+0.2% | Added |
| BlackRock Inc. | 3,191,442 | $87.3M | 0.00% | −551,851−14.7% | Reduced |
| Morgan Stanley | 2,062,117 | $56.4M | 0.01% | −180,629−8.1% | Reduced |
| Royal Bank of Canada | 2,005,638 | $54.8M | 0.02% | +15,019+0.8% | Added |
| FMR LLC | 1,904,371 | $52.1M | 0.00% | +23,835+1.3% | Added |
| Goldman Sachs Group Inc | 1,656,559 | $45.3M | 0.01% | +84,447+5.4% | Added |
| Northern Trust Corp | 1,234,019 | $33.7M | 0.01% | −134,987−9.9% | Reduced |
| Causeway Capital Management LLC | 1,011,726 | $27.7M | 0.66% | −298,783−22.8% | Reduced |
| Credential Qtrade Securities Inc. | 980,730 | $26.8M | 1.78% | +81,267+9.0% | Added |
| Bank of New York Mellon Corp | 970,413 | $26.5M | 0.01% | −9,796−1.0% | Reduced |
| Bank of Montreal | 949,710 | $26.0M | 0.02% | +168,939+21.6% | Added |
| Dimensional Fund Advisors LP | 717,740 | $19.6M | 0.01% | −134,809−15.8% | Reduced |
| Envestnet Asset Management Inc | 559,392 | $15.3M | 0.01% | −81,790−12.8% | Reduced |
| JPMorgan Chase & Co | 530,311 | $14.5M | 0.00% | +42,518+8.7% | Added |
| Arete Wealth Advisors, LLC | 248,560 | $12.3M | 1.00% | +55,770+28.9% | Added |
| Natixis Advisors, L.P. | 407,686 | $11.1M | 0.04% | −54,603−11.8% | Reduced |
| Solel Partners LP | 339,824 | $9.29M | 1.90% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 304,118 | $8.32M | 0.01% | +1,644+0.5% | Added |
| Optiver Holding B.V. | 295,998 | $8.05M | 0.37% | −450.0% | Reduced |
| SEI Investments Co | 264,372 | $7.23M | 0.01% | −69,157−20.7% | Reduced |
| Altrius Capital Management Inc | 259,466 | $7.09M | 2.17% | +892+0.3% | Added |
| CIBC Asset Management Inc | 251,837 | $6.89M | 0.03% | −3,254−1.3% | Reduced |
| Thomas White International Ltd | 232,928 | $6.37M | 1.35% | +161,532+226.2% | Added |
| Citadel Advisors LLC | 207,698 | $5.68M | 0.01% | +106,205+104.6% | Added |
| Raymond James & Associates | 206,899 | $5.66M | 0.00% | +3,635+1.8% | Added |
| UBS Group AG | 191,872 | $5.25M | 0.00% | −143,133−42.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 191,250 | $5.23M | 0.12% | 00.0% | Unchanged |
| AMG National Trust Bank | 129,894 | $3.55M | 0.12% | −22,242−14.6% | Reduced |
| American Century Companies Inc | 123,006 | $3.38M | 0.00% | +9,158+8.0% | Added |
| Old Mission Capital LLC | 121,755 | $3.33M | 0.10% | −158,165−56.5% | Reduced |
| Wells Fargo & Company | 111,175 | $3.04M | 0.00% | +10,419+10.3% | Added |
| Marshall Wace, LLP | 110,884 | $3.03M | 0.01% | +110,884 | New |
| Madison Asset Management, LLC | 109,577 | $3.00M | 0.05% | +16,653+17.9% | Added |
| Cantor Fitzgerald, L. P. | 106,211 | $2.90M | 0.06% | −10,489−9.0% | Reduced |
| Oppenheimer Asset Management Inc. | 87,736 | $2.40M | 0.04% | −24,189−21.6% | Reduced |
| Jane Street Group, LLC | 85,696 | $2.34M | 0.00% | −362,382−80.9% | Reduced |
| Crossmark Global Holdings, Inc. | 84,753 | $2.32M | 0.05% | +806+1.0% | Added |
| Qube Research & Technologies Ltd | 81,942 | $2.24M | 0.01% | +81,942 | New |
| First Republic Investment Management, Inc. | 70,225 | $1.92M | 0.00% | +5,950+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 67,100 | $1.83M | 0.02% | +9,400+16.3% | Added |
| Ethic Inc. | 61,209 | $1.67M | 0.07% | −232−0.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 59,899 | $1.64M | 0.10% | −9,851−14.1% | Reduced |
| LPL Financial LLC | 58,035 | $1.59M | 0.00% | +1,396+2.5% | Added |
| Advisor Group Holdings, Inc. | 54,222 | $1.48M | 0.00% | −21,731−28.6% | Reduced |
| Atria Investments LLC | 51,555 | $1.41M | 0.03% | −6,789−11.6% | Reduced |
| Earnest Partners LLC | 38,800 | $1.06M | 0.01% | −10.0% | Reduced |
| Millennium Management LLC | 38,458 | $1.05M | 0.00% | +24,425+174.1% | Added |
| Truist Financial Corp | 36,788 | $1.01M | 0.00% | −13,950−27.5% | Reduced |
| Stifel Financial Corp | 33,885 | $926.4K | 0.00% | −4,666−12.1% | Reduced |
| Covenant Partners, LLC | 31,114 | $850.7K | 0.33% | −13,639−30.5% | Reduced |
| Assetmark, Inc | 30,368 | $830.3K | 0.00% | +2,853+10.4% | Added |
| Veriti Management LLC | 29,857 | $816.3K | 0.10% | +1,976+7.1% | Added |
| Victory Capital Management Inc | 29,356 | $802.6K | 0.00% | +29,356 | New |
| Legacy Wealth Asset Management, LLC | 28,113 | $768.6K | 0.28% | +2,790+11.0% | Added |
| Mariner, LLC | 24,441 | $668.0K | 0.00% | +3,751+18.1% | Added |
| Brinker Capital Investments, LLC | 23,910 | $653.7K | 0.01% | +937+4.1% | Added |
| Orion Portfolio Solutions, LLC | 23,910 | $653.7K | 0.01% | +23,910 | New |
| Yousif Capital Management, LLC | 23,072 | $630.8K | 0.01% | +100+0.4% | Added |
| Highland Capital Management, LLC | 21,899 | $598.7K | 0.04% | +50+0.2% | Added |
| CI Private Wealth, LLC | 21,246 | $580.9K | 0.00% | +10,360+95.2% | Added |
| Renaissance Technologies LLC | 19,900 | $544.0K | 0.00% | −66,100−76.9% | Reduced |
| Ameriprise Financial Inc | 19,539 | $537.9K | 0.00% | −198−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,296 | $527.6K | 0.09% | −5,389−21.8% | Reduced |
| State Street Corp | 18,364 | $506.9K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 18,433 | $504.0K | 0.08% | −885−4.6% | Reduced |
| Cerity Partners LLC | 17,358 | $474.6K | 0.00% | +3,130+22.0% | Added |
| The PNC Financial Services Group, Inc. | 16,596 | $453.7K | 0.00% | −4,141−20.0% | Reduced |
| Quantinno Capital Management LP | 16,330 | $446.0K | 0.03% | +8,434+106.8% | Added |
| Quantamental Technologies LLC | 16,047 | $438.7K | 0.24% | +16,047 | New |
| Naviter Wealth, LLC | 15,181 | $418.9K | 0.15% | +420+2.8% | Added |
| Janney Montgomery Scott LLC | 13,820 | $378.0K | 0.00% | +5,825+72.9% | Added |
| Vestmark Advisory Solutions, Inc. | 13,400 | $366.4K | 0.02% | −1,468−9.9% | Reduced |
| TD Private Client Wealth LLC | 13,038 | $356.5K | 0.02% | −347−2.6% | Reduced |
| Ellevest, Inc. | 13,024 | $356.1K | 0.03% | −524−3.9% | Reduced |
| JustInvest LLC | 12,551 | $347.4K | 0.01% | +405+3.3% | Added |
| Advisor Partners II, LLC | 12,602 | $344.6K | 0.02% | +2,997+31.2% | Added |
| HBK Sorce Advisory LLC | 12,206 | $333.7K | 0.02% | −14,174−53.7% | Reduced |
| Citigroup Inc | 12,081 | $330.3K | 0.00% | −396−3.2% | Reduced |
| MML Investors Services, LLC | 11,817 | $323.0K | 0.00% | −9,306−44.1% | Reduced |
| Susquehanna International Group, LLP | 11,291 | $308.7K | 0.00% | −1,968−14.8% | Reduced |
| Savant Capital, LLC | 11,022 | $301.3K | 0.01% | +283+2.6% | Added |
| Pacer Advisors, Inc. | 10,650 | $291.2K | 0.00% | +342+3.3% | Added |
| Courier Capital LLC | 10,616 | $290.2K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,133 | $277.0K | 0.01% | +259+2.6% | Added |
| SYSTM Wealth Solutions LLC | 9,901 | $270.7K | 0.04% | −1,763−15.1% | Reduced |
| Lazard Asset Management LLC | 9,660 | $264.0K | 0.00% | −92−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,440 | $258.1K | 0.00% | −442−4.5% | Reduced |
| Captrust Financial Advisors | 9,363 | $256.0K | 0.00% | +814+9.5% | Added |
| 44 Wealth Management LLC | 9,074 | $248.1K | 0.08% | −70−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 8,760 | $243.5K | 0.00% | +6+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,720 | $238.4K | 0.00% | +8,720 | New |
| Raymond James Trust N.A. | 8,726 | $238.0K | 0.01% | +22+0.3% | Added |
| Regal Investment Advisors LLC | 8,354 | $228.4K | 0.02% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,082 | $221.0K | 0.01% | +8,082 | New |
| Dorsey & Whitney Trust CO LLC | 7,771 | $212.5K | 0.02% | +7,771 | New |
| Charles Schwab Investment Management Inc | 7,495 | $204.9K | 0.00% | +7,495 | New |
| Gallacher Capital Management LLC | 7,395 | $202.2K | 0.12% | +7,395 | New |
| US Bancorp | 4,347 | $118.8K | 0.00% | −245−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,031 | $110.2K | 0.01% | −41−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,536 | $70.0K | 0.00% | −828−24.6% | Reduced |