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, Q2 2023
Institutional positions in Prudential PLC as of Jun 30, 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
- 173
- +7 vs. Q1 2023
- Shares held
- 27.2M
- +40.6K (+0.1%) vs. Q1 2023
- Total value
- $772.2M
- +$22.9M (+3.1%) vs. Q1 2023
- New holders
- 25
- 70 more added
- Sold out
- 18
- 51 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $198 | 0.00% | +7 | New |
| Abound Wealth Management | 18 | $510 | 0.00% | +18 | New |
| Glass Jacobson Investment Advisors llc | 18 | $510 | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 22 | $623 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 28 | $698 | 0.00% | +28 | New |
| Gradient Investments LLC | 27 | $765 | 0.00% | +27 | New |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $878 | 0.00% | +31 | New |
| Concord Wealth Partners | 32 | $906 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $1.25K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 44 | $1.25K | 0.00% | +22+100.0% | Added |
| IFP Advisors, Inc | 48 | $1.30K | 0.00% | +30+166.7% | Added |
| 1832 Asset Management L.P. | 46 | $1.30K | 0.00% | +46 | New |
| Allworth Financial LP | 46 | $1.30K | 0.00% | −36−43.9% | Reduced |
| Bell Investment Advisors, Inc | 53 | $1.50K | 0.00% | +18+51.4% | Added |
| Spire Wealth Management | 63 | $1.78K | 0.00% | −39−38.2% | Reduced |
| Huntington National Bank | 66 | $1.87K | 0.00% | +66 | New |
| Sugarloaf Wealth Management, LLC | 69 | $1.95K | 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 |
| McIlrath & Eck, LLC | 80 | $2.27K | 0.00% | 00.0% | Unchanged |
| Motco | 92 | $2.60K | 0.00% | +92 | New |
| TD Ameritrade Investment Management, LLC | 113 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 107 | $3.00K | 0.00% | +107 | New |
| Column Capital Advisors, LLC | 112 | $3.17K | 0.00% | +112 | New |
| HighMark Wealth Management LLC | 116 | $3.29K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 123 | $3.48K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 138 | $3.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 150 | $4.00K | 0.00% | +150 | New |
| Carolinas Wealth Consulting LLC | 147 | $4.16K | 0.00% | −17−10.4% | Reduced |
| Eagle Bay Advisors LLC | 154 | $4.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 190 | $5.38K | 0.00% | +27+16.6% | Added |
| Harbour Investments, Inc. | 208 | $5.89K | 0.00% | +70+50.7% | Added |
| Proequities, Inc. | 209 | $5.92K | 0.00% | +56+36.6% | Added |
| Farther Finance Advisors, LLC | 216 | $6.12K | 0.00% | +120+125.0% | Added |
| Newbridge Financial Services Group, Inc. | 224 | $6.34K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 227 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 273 | $7.00K | 0.00% | −2,263−89.2% | Reduced |
| Colonial Trust Co | 281 | $7.72K | 0.00% | +37+15.2% | Added |
| PSI Advisors, LLC | 300 | $8.50K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 312 | $8.84K | 0.00% | +295+1,735.3% | Added |
| Federated Hermes, Inc. | 314 | $8.89K | 0.00% | +21+7.2% | Added |
| Global Retirement Partners, LLC | 351 | $9.93K | 0.00% | +2+0.6% | Added |
| First Horizon Advisors, Inc. | 395 | $11.2K | 0.00% | +102+34.8% | Added |
| Macquarie Group Ltd | 425 | $12.0K | 0.00% | −1−0.2% | Reduced |
| Zions Bancorporation, N.A. | 470 | $13.3K | 0.00% | +20+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $13.4K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 497 | $14.1K | 0.00% | +22+4.6% | Added |
| Glassman Wealth Services | 538 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 618 | $17.5K | 0.00% | +213+52.6% | Added |
| National Bank of Canada | 705 | $20.0K | 0.00% | −56−7.4% | Reduced |
| Umb Bank N A | 711 | $20.1K | 0.00% | +168+30.9% | Added |
| Bokf, NA | 794 | $22.5K | 0.00% | −435−35.4% | Reduced |
| Lindbrook Capital, LLC | 856 | $24.2K | 0.00% | −155−15.3% | Reduced |
| FinTrust Capital Advisors, LLC | 975 | $26.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,098 | $31.1K | 0.00% | +435+65.6% | Added |
| Hexagon Capital Partners LLC | 1,171 | $33.2K | 0.01% | +18+1.6% | Added |
| Bain Capital Public Equity, LP | 1,412 | $40.0K | 0.04% | −266−15.9% | Reduced |
| Grove Bank & Trust | 1,801 | $51.0K | 0.01% | −15−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,900 | $53.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,105 | $60.0K | 0.00% | +2,105 | New |
| CWM, LLC | 2,281 | $65.0K | 0.00% | +59+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,300 | $65.1K | 0.00% | +440+23.7% | Added |
| Quadrant Capital Group LLC | 2,696 | $76.4K | 0.01% | +895+49.7% | Added |
| Signaturefd, LLC | 3,439 | $97.4K | 0.00% | +2,712+373.0% | Added |
| Rockefeller Capital Management L.P. | 4,588 | $130.0K | 0.00% | +4,588 | New |
| EverSource Wealth Advisors, LLC | 4,772 | $135.1K | 0.01% | +741+18.4% | Added |
| Tower Research Capital LLC (TRC) | 5,019 | $142.1K | 0.00% | +4,661+1,302.0% | Added |
| Kestra Private Wealth Services, LLC | 7,231 | $204.8K | 0.01% | +7,231 | New |
| Jane Street Group, LLC | 7,586 | $214.8K | 0.00% | −78,110−91.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,744 | $219.3K | 0.02% | −27−0.3% | Reduced |
| Gallacher Capital Management LLC | 8,068 | $228.5K | 0.13% | +673+9.1% | Added |
| Regal Investment Advisors LLC | 8,354 | $236.6K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,448 | $239.3K | 0.00% | +8,448 | New |
| Quantamental Technologies LLC | 8,538 | $241.8K | 0.10% | −7,509−46.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,730 | $247.2K | 0.00% | +10+0.1% | Added |
| TD Waterhouse Canada Inc. | 8,762 | $248.9K | 0.00% | +20.0% | Added |
| SYSTM Wealth Solutions LLC | 8,935 | $253.0K | 0.03% | −966−9.8% | Reduced |
| Lazard Asset Management LLC | 9,157 | $259.0K | 0.00% | −503−5.2% | Reduced |
| Cresset Asset Management, LLC | 9,220 | $261.1K | 0.00% | +9,220 | New |
| Beacon Pointe Advisors, LLC | 9,316 | $263.8K | 0.00% | −124−1.3% | Reduced |
| Captrust Financial Advisors | 9,332 | $264.3K | 0.00% | −31−0.3% | Reduced |
| Wetherby Asset Management Inc | 9,361 | $265.1K | 0.01% | +9,361 | New |
| Courier Capital LLC | 10,616 | $300.6K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,686 | $302.6K | 0.02% | −2,338−18.0% | Reduced |
| Sequoia Financial Advisors, LLC | 10,750 | $304.4K | 0.01% | +617+6.1% | Added |
| Savant Capital, LLC | 11,106 | $314.5K | 0.00% | +84+0.8% | Added |
| Raymond James Trust N.A. | 11,324 | $321.0K | 0.01% | +2,598+29.8% | Added |
| Rhumbline Advisers | 11,396 | $322.7K | 0.00% | +11,396 | New |
| Vident Investment Advisory, LLC | 11,507 | $325.8K | 0.01% | +3,425+42.4% | Added |
| HBK Sorce Advisory LLC | 11,581 | $328.0K | 0.01% | −625−5.1% | Reduced |
| Pacer Advisors, Inc. | 11,898 | $337.0K | 0.00% | +1,248+11.7% | Added |
| 44 Wealth Management LLC | 12,561 | $355.7K | 0.12% | +3,487+38.4% | Added |
| Advisor Partners II, LLC | 13,779 | $390.2K | 0.02% | +1,177+9.3% | Added |
| Vestmark Advisory Solutions, Inc. | 14,464 | $409.6K | 0.02% | +1,064+7.9% | Added |
| Susquehanna International Group, LLP | 14,563 | $412.4K | 0.00% | +3,272+29.0% | Added |
| MML Investors Services, LLC | 14,693 | $416.0K | 0.00% | +2,876+24.3% | Added |
| Mercer Global Advisors Inc | 15,904 | $450.0K | 0.00% | +15,904 | New |
| JustInvest LLC | 16,087 | $455.6K | 0.01% | +3,536+28.2% | Added |