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 |
|---|---|---|---|---|---|
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Russell Investments Group, Ltd. | 17 | $465 | 0.00% | +17 | New |
| IFP Advisors, Inc | 18 | $486 | 0.00% | −4,905−99.6% | Reduced |
| Raffa Wealth Management, LLC | 22 | $601 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 22 | $605 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 30 | $820 | 0.00% | +30 | New |
| Concord Wealth Partners | 32 | $875 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $957 | 0.00% | −19−35.2% | Reduced |
| Steward Financial Group LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $1.20K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 56 | $1.53K | 0.00% | +56 | New |
| Sugarloaf Wealth Management, LLC | 69 | $1.89K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $2.13K | 0.00% | +78 | New |
| McIlrath & Eck, LLC | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 81 | $2.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 82 | $2.24K | 0.00% | +82 | New |
| Farther Finance Advisors, LLC | 96 | $2.63K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 102 | $2.79K | 0.00% | +39+61.9% | Added |
| TD Ameritrade Investment Management, LLC | 113 | $3.00K | 0.00% | −198−63.7% | Reduced |
| HighMark Wealth Management LLC | 116 | $3.17K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 120 | $3.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $3.28K | 0.00% | +114+1,900.0% | Added |
| RFP Financial Group LLC | 123 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 123 | $3.40K | 0.00% | +123 | New |
| Harbour Investments, Inc. | 138 | $3.77K | 0.00% | −48−25.8% | Reduced |
| HM Payson & Co | 138 | $3.77K | 0.00% | +138 | New |
| Syverson Strege & Co | 138 | $3.77K | 0.00% | +138 | New |
| Eagle Bay Advisors LLC | 154 | $4.21K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 153 | $4.22K | 0.00% | −128−45.6% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $4.46K | 0.00% | +4+2.5% | Added |
| Carolinas Wealth Consulting LLC | 164 | $4.48K | 0.00% | −73−30.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 224 | $6.12K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 227 | $6.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 244 | $6.70K | 0.00% | −39−13.8% | Reduced |
| First Horizon Advisors, Inc. | 293 | $8.01K | 0.00% | −96−24.7% | Reduced |
| Federated Hermes, Inc. | 293 | $8.01K | 0.00% | +30+11.4% | Added |
| PSI Advisors, LLC | 300 | $8.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 359 | $9.81K | 0.00% | +359 | New |
| Tower Research Capital LLC (TRC) | 358 | $10.0K | 0.00% | +270+306.8% | Added |
| Global Retirement Partners, LLC | 349 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 405 | $11.1K | 0.00% | +348+610.5% | Added |
| Macquarie Group Ltd | 426 | $12.0K | 0.00% | +25+6.2% | Added |
| Zions Bancorporation, N.A. | 450 | $12.3K | 0.00% | −282−38.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 473 | $12.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 475 | $13.0K | 0.00% | +115+31.9% | Added |
| AlphaMark Advisors, LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 538 | $14.7K | 0.00% | −42−7.2% | Reduced |
| Umb Bank N A | 543 | $14.8K | 0.00% | +543 | New |
| Parallel Advisors, LLC | 663 | $18.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 727 | $19.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 761 | $20.8K | 0.00% | −508−40.0% | Reduced |
| Advisory Services Network, LLC | 796 | $21.8K | 0.00% | −109−12.0% | Reduced |
| FinTrust Capital Advisors, LLC | 975 | $26.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,011 | $27.6K | 0.00% | +372+58.2% | Added |
| Hexagon Capital Partners LLC | 1,153 | $31.5K | 0.01% | −16−1.4% | Reduced |
| Bokf, NA | 1,229 | $33.6K | 0.00% | +1,229 | New |
| Bain Capital Public Equity, LP | 1,678 | $45.9K | 0.05% | −3,572−68.0% | Reduced |
| Quadrant Capital Group LLC | 1,801 | $49.2K | 0.01% | +317+21.4% | Added |
| Grove Bank & Trust | 1,816 | $49.6K | 0.01% | −33−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,860 | $50.9K | 0.00% | +772+71.0% | Added |
| Paradigm Asset Management Co LLC | 1,900 | $51.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,222 | $61.0K | 0.00% | −211−8.7% | Reduced |
| Belpointe Asset Management LLC | 2,322 | $63.5K | 0.00% | +436+23.1% | Added |
| Kapitalo Investimentos Ltda | 2,435 | $66.6K | 0.02% | +2,435 | New |
| Ronald Blue Trust, Inc. | 2,536 | $70.0K | 0.00% | −828−24.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,031 | $110.2K | 0.01% | −41−1.0% | Reduced |
| US Bancorp | 4,347 | $118.8K | 0.00% | −245−5.3% | Reduced |
| Gallacher Capital Management LLC | 7,395 | $202.2K | 0.12% | +7,395 | New |
| Charles Schwab Investment Management Inc | 7,495 | $204.9K | 0.00% | +7,495 | New |
| Dorsey & Whitney Trust CO LLC | 7,771 | $212.5K | 0.02% | +7,771 | New |
| Vident Investment Advisory, LLC | 8,082 | $221.0K | 0.01% | +8,082 | New |
| Regal Investment Advisors LLC | 8,354 | $228.4K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,726 | $238.0K | 0.01% | +22+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 8,720 | $238.4K | 0.00% | +8,720 | New |
| TD Waterhouse Canada Inc. | 8,760 | $243.5K | 0.00% | +6+0.1% | Added |
| 44 Wealth Management LLC | 9,074 | $248.1K | 0.08% | −70−0.8% | Reduced |
| Captrust Financial Advisors | 9,363 | $256.0K | 0.00% | +814+9.5% | Added |
| Beacon Pointe Advisors, LLC | 9,440 | $258.1K | 0.00% | −442−4.5% | Reduced |
| Lazard Asset Management LLC | 9,660 | $264.0K | 0.00% | −92−0.9% | Reduced |
| SYSTM Wealth Solutions LLC | 9,901 | $270.7K | 0.04% | −1,763−15.1% | Reduced |
| Sequoia Financial Advisors, LLC | 10,133 | $277.0K | 0.01% | +259+2.6% | Added |
| Courier Capital LLC | 10,616 | $290.2K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,650 | $291.2K | 0.00% | +342+3.3% | Added |
| Savant Capital, LLC | 11,022 | $301.3K | 0.01% | +283+2.6% | Added |
| Susquehanna International Group, LLP | 11,291 | $308.7K | 0.00% | −1,968−14.8% | Reduced |
| MML Investors Services, LLC | 11,817 | $323.0K | 0.00% | −9,306−44.1% | Reduced |
| Citigroup Inc | 12,081 | $330.3K | 0.00% | −396−3.2% | Reduced |
| HBK Sorce Advisory LLC | 12,206 | $333.7K | 0.02% | −14,174−53.7% | Reduced |
| Advisor Partners II, LLC | 12,602 | $344.6K | 0.02% | +2,997+31.2% | Added |
| JustInvest LLC | 12,551 | $347.4K | 0.01% | +405+3.3% | Added |
| Ellevest, Inc. | 13,024 | $356.1K | 0.03% | −524−3.9% | Reduced |
| TD Private Client Wealth LLC | 13,038 | $356.5K | 0.02% | −347−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,400 | $366.4K | 0.02% | −1,468−9.9% | Reduced |
| Janney Montgomery Scott LLC | 13,820 | $378.0K | 0.00% | +5,825+72.9% | Added |
| Naviter Wealth, LLC | 15,181 | $418.9K | 0.15% | +420+2.8% | Added |
| Quantamental Technologies LLC | 16,047 | $438.7K | 0.24% | +16,047 | New |
| Quantinno Capital Management LP | 16,330 | $446.0K | 0.03% | +8,434+106.8% | Added |
| The PNC Financial Services Group, Inc. | 16,596 | $453.7K | 0.00% | −4,141−20.0% | Reduced |