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 |
|---|---|---|---|---|---|
| Kapitalo Investimentos Ltda | 2,435 | $66.6K | 0.02% | +2,435 | New |
| Belpointe Asset Management LLC | 2,322 | $63.5K | 0.00% | +436+23.1% | Added |
| CWM, LLC | 2,222 | $61.0K | 0.00% | −211−8.7% | Reduced |
| Paradigm Asset Management Co LLC | 1,900 | $51.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,860 | $50.9K | 0.00% | +772+71.0% | Added |
| Grove Bank & Trust | 1,816 | $49.6K | 0.01% | −33−1.8% | Reduced |
| Quadrant Capital Group LLC | 1,801 | $49.2K | 0.01% | +317+21.4% | Added |
| Bain Capital Public Equity, LP | 1,678 | $45.9K | 0.05% | −3,572−68.0% | Reduced |
| Bokf, NA | 1,229 | $33.6K | 0.00% | +1,229 | New |
| Hexagon Capital Partners LLC | 1,153 | $31.5K | 0.01% | −16−1.4% | Reduced |
| Lindbrook Capital, LLC | 1,011 | $27.6K | 0.00% | +372+58.2% | Added |
| FinTrust Capital Advisors, LLC | 975 | $26.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 796 | $21.8K | 0.00% | −109−12.0% | Reduced |
| National Bank of Canada | 761 | $20.8K | 0.00% | −508−40.0% | Reduced |
| Signaturefd, LLC | 727 | $19.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 663 | $18.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 543 | $14.8K | 0.00% | +543 | New |
| Glassman Wealth Services | 538 | $14.7K | 0.00% | −42−7.2% | Reduced |
| AlphaMark Advisors, LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 475 | $13.0K | 0.00% | +115+31.9% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $12.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 450 | $12.3K | 0.00% | −282−38.5% | Reduced |
| Macquarie Group Ltd | 426 | $12.0K | 0.00% | +25+6.2% | Added |
| Fifth Third Bancorp | 405 | $11.1K | 0.00% | +348+610.5% | Added |
| Global Retirement Partners, LLC | 349 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 358 | $10.0K | 0.00% | +270+306.8% | Added |
| Cullen/Frost Bankers, Inc. | 359 | $9.81K | 0.00% | +359 | New |
| PSI Advisors, LLC | 300 | $8.20K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 293 | $8.01K | 0.00% | +30+11.4% | Added |
| First Horizon Advisors, Inc. | 293 | $8.01K | 0.00% | −96−24.7% | Reduced |
| Colonial Trust Co | 244 | $6.70K | 0.00% | −39−13.8% | Reduced |
| HHM Wealth Advisors, LLC | 227 | $6.21K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 224 | $6.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 164 | $4.48K | 0.00% | −73−30.8% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $4.46K | 0.00% | +4+2.5% | Added |
| Proequities, Inc. | 153 | $4.22K | 0.00% | −128−45.6% | Reduced |
| Eagle Bay Advisors LLC | 154 | $4.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ameritas Advisory Services, LLC | 123 | $3.40K | 0.00% | +123 | New |
| RFP Financial Group LLC | 123 | $3.36K | 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 |
| HighMark Wealth Management LLC | 116 | $3.17K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 113 | $3.00K | 0.00% | −198−63.7% | Reduced |
| Spire Wealth Management | 102 | $2.79K | 0.00% | +39+61.9% | Added |
| Farther Finance Advisors, LLC | 96 | $2.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 82 | $2.24K | 0.00% | +82 | New |
| Schubert & Co | 81 | $2.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $2.13K | 0.00% | +78 | New |
| Endurance Wealth Management, Inc. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $1.89K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 56 | $1.53K | 0.00% | +56 | New |
| Investors Research Corp | 44 | $1.20K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $957 | 0.00% | −19−35.2% | Reduced |
| Concord Wealth Partners | 32 | $875 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 30 | $820 | 0.00% | +30 | New |
| Stonebridge Capital Advisors LLC | 22 | $605 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $601 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $486 | 0.00% | −4,905−99.6% | Reduced |
| Russell Investments Group, Ltd. | 17 | $465 | 0.00% | +17 | New |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| 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 |