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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 17,358 | $474.6K | 0.00% | +3,130+22.0% | Added |
| Wealth Alliance | 18,433 | $504.0K | 0.08% | −885−4.6% | Reduced |
| State Street Corp | 18,364 | $506.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 19,296 | $527.6K | 0.09% | −5,389−21.8% | Reduced |
| Ameriprise Financial Inc | 19,539 | $537.9K | 0.00% | −198−1.0% | Reduced |
| Renaissance Technologies LLC | 19,900 | $544.0K | 0.00% | −66,100−76.9% | Reduced |
| CI Private Wealth, LLC | 21,246 | $580.9K | 0.00% | +10,360+95.2% | Added |
| Highland Capital Management, LLC | 21,899 | $598.7K | 0.04% | +50+0.2% | Added |
| Yousif Capital Management, LLC | 23,072 | $630.8K | 0.01% | +100+0.4% | 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 |
| Mariner, LLC | 24,441 | $668.0K | 0.00% | +3,751+18.1% | Added |
| Legacy Wealth Asset Management, LLC | 28,113 | $768.6K | 0.28% | +2,790+11.0% | Added |
| Victory Capital Management Inc | 29,356 | $802.6K | 0.00% | +29,356 | New |
| Veriti Management LLC | 29,857 | $816.3K | 0.10% | +1,976+7.1% | Added |
| Assetmark, Inc | 30,368 | $830.3K | 0.00% | +2,853+10.4% | Added |
| Covenant Partners, LLC | 31,114 | $850.7K | 0.33% | −13,639−30.5% | Reduced |
| Stifel Financial Corp | 33,885 | $926.4K | 0.00% | −4,666−12.1% | Reduced |
| Truist Financial Corp | 36,788 | $1.01M | 0.00% | −13,950−27.5% | Reduced |
| Millennium Management LLC | 38,458 | $1.05M | 0.00% | +24,425+174.1% | Added |
| Earnest Partners LLC | 38,800 | $1.06M | 0.01% | −10.0% | Reduced |
| Atria Investments LLC | 51,555 | $1.41M | 0.03% | −6,789−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 54,222 | $1.48M | 0.00% | −21,731−28.6% | Reduced |
| LPL Financial LLC | 58,035 | $1.59M | 0.00% | +1,396+2.5% | Added |
| Bain Capital Public Equity Management II, LLC | 59,899 | $1.64M | 0.10% | −9,851−14.1% | Reduced |
| Ethic Inc. | 61,209 | $1.67M | 0.07% | −232−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,100 | $1.83M | 0.02% | +9,400+16.3% | Added |
| First Republic Investment Management, Inc. | 70,225 | $1.92M | 0.00% | +5,950+9.3% | Added |
| Qube Research & Technologies Ltd | 81,942 | $2.24M | 0.01% | +81,942 | New |
| Crossmark Global Holdings, Inc. | 84,753 | $2.32M | 0.05% | +806+1.0% | Added |
| Jane Street Group, LLC | 85,696 | $2.34M | 0.00% | −362,382−80.9% | Reduced |
| Oppenheimer Asset Management Inc. | 87,736 | $2.40M | 0.04% | −24,189−21.6% | Reduced |
| Cantor Fitzgerald, L. P. | 106,211 | $2.90M | 0.06% | −10,489−9.0% | Reduced |
| Madison Asset Management, LLC | 109,577 | $3.00M | 0.05% | +16,653+17.9% | Added |
| Marshall Wace, LLP | 110,884 | $3.03M | 0.01% | +110,884 | New |
| Wells Fargo & Company | 111,175 | $3.04M | 0.00% | +10,419+10.3% | Added |
| Old Mission Capital LLC | 121,755 | $3.33M | 0.10% | −158,165−56.5% | Reduced |
| American Century Companies Inc | 123,006 | $3.38M | 0.00% | +9,158+8.0% | Added |
| AMG National Trust Bank | 129,894 | $3.55M | 0.12% | −22,242−14.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 191,250 | $5.23M | 0.12% | 00.0% | Unchanged |
| UBS Group AG | 191,872 | $5.25M | 0.00% | −143,133−42.7% | Reduced |
| Raymond James & Associates | 206,899 | $5.66M | 0.00% | +3,635+1.8% | Added |
| Citadel Advisors LLC | 207,698 | $5.68M | 0.01% | +106,205+104.6% | Added |
| Thomas White International Ltd | 232,928 | $6.37M | 1.35% | +161,532+226.2% | Added |
| CIBC Asset Management Inc | 251,837 | $6.89M | 0.03% | −3,254−1.3% | Reduced |
| Altrius Capital Management Inc | 259,466 | $7.09M | 2.17% | +892+0.3% | Added |
| SEI Investments Co | 264,372 | $7.23M | 0.01% | −69,157−20.7% | Reduced |
| Optiver Holding B.V. | 295,998 | $8.05M | 0.37% | −450.0% | Reduced |
| Neuberger Berman Group LLC | 304,118 | $8.32M | 0.01% | +1,644+0.5% | Added |
| Solel Partners LP | 339,824 | $9.29M | 1.90% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 407,686 | $11.1M | 0.04% | −54,603−11.8% | Reduced |
| Arete Wealth Advisors, LLC | 248,560 | $12.3M | 1.00% | +55,770+28.9% | Added |
| JPMorgan Chase & Co | 530,311 | $14.5M | 0.00% | +42,518+8.7% | Added |
| Envestnet Asset Management Inc | 559,392 | $15.3M | 0.01% | −81,790−12.8% | Reduced |
| Dimensional Fund Advisors LP | 717,740 | $19.6M | 0.01% | −134,809−15.8% | Reduced |
| Bank of Montreal | 949,710 | $26.0M | 0.02% | +168,939+21.6% | Added |
| Bank of New York Mellon Corp | 970,413 | $26.5M | 0.01% | −9,796−1.0% | Reduced |
| Credential Qtrade Securities Inc. | 980,730 | $26.8M | 1.78% | +81,267+9.0% | Added |
| Causeway Capital Management LLC | 1,011,726 | $27.7M | 0.66% | −298,783−22.8% | Reduced |
| Northern Trust Corp | 1,234,019 | $33.7M | 0.01% | −134,987−9.9% | Reduced |
| Goldman Sachs Group Inc | 1,656,559 | $45.3M | 0.01% | +84,447+5.4% | Added |
| FMR LLC | 1,904,371 | $52.1M | 0.00% | +23,835+1.3% | Added |
| Royal Bank of Canada | 2,005,638 | $54.8M | 0.02% | +15,019+0.8% | Added |
| Morgan Stanley | 2,062,117 | $56.4M | 0.01% | −180,629−8.1% | Reduced |
| BlackRock Inc. | 3,191,442 | $87.3M | 0.00% | −551,851−14.7% | Reduced |
| Bank of America Corp | 3,515,372 | $96.1M | 0.01% | +6,954+0.2% | Added |
| Quilter Plc | 230 | – | – | +230 | New |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −55,610−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −19,281−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −17,014−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −15,334−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −15,169−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,516−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,841−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,398−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |