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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 16,362 | $463.0K | 0.00% | +2,542+18.4% | Added |
| The PNC Financial Services Group, Inc. | 16,426 | $465.2K | 0.00% | −170−1.0% | Reduced |
| TD Private Client Wealth LLC | 16,919 | $479.1K | 0.02% | +3,881+29.8% | Added |
| US Bancorp | 17,189 | $486.8K | 0.00% | +12,842+295.4% | Added |
| Susquehanna International Group Ltd. | 17,398 | $492.7K | 0.40% | +17,398 | New |
| Charles Schwab Investment Management Inc | 17,431 | $493.6K | 0.00% | +9,936+132.6% | Added |
| Naviter Wealth, LLC | 17,482 | $495.1K | 0.13% | +2,301+15.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,579 | $497.8K | 0.08% | −1,717−8.9% | Reduced |
| Ameriprise Financial Inc | 17,744 | $502.5K | 0.00% | −1,795−9.2% | Reduced |
| Creative Planning | 18,015 | $510.2K | 0.00% | +18,015 | New |
| Qube Research & Technologies Ltd | 18,034 | $510.7K | 0.00% | −63,908−78.0% | Reduced |
| Citigroup Inc | 18,351 | $519.7K | 0.00% | +6,270+51.9% | Added |
| State Street Corp | 18,364 | $520.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 19,087 | $540.5K | 0.08% | +654+3.5% | Added |
| HighTower Advisors, LLC | 19,292 | $547.0K | 0.00% | +19,292 | New |
| Covenant Partners, LLC | 19,318 | $547.1K | 0.20% | −11,796−37.9% | Reduced |
| Cerity Partners LLC | 21,208 | $600.6K | 0.00% | +3,850+22.2% | Added |
| CI Private Wealth, LLC | 21,242 | $601.6K | 0.00% | −40.0% | Reduced |
| Brinker Capital Investments, LLC | 21,944 | $621.5K | 0.01% | −1,966−8.2% | Reduced |
| Orion Portfolio Solutions, LLC | 21,944 | $621.5K | 0.01% | −1,966−8.2% | Reduced |
| Yousif Capital Management, LLC | 23,221 | $657.6K | 0.01% | +149+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,401 | $662.7K | 0.07% | +23,401 | New |
| Highland Capital Management, LLC | 24,224 | $686.0K | 0.04% | +2,325+10.6% | Added |
| Millennium Management LLC | 24,413 | $691.4K | 0.00% | −14,045−36.5% | Reduced |
| Quantinno Capital Management LP | 27,175 | $770.0K | 0.04% | +10,845+66.4% | Added |
| Legacy Wealth Asset Management, LLC | 28,098 | $795.7K | 0.28% | −15−0.1% | Reduced |
| Truist Financial Corp | 32,392 | $917.3K | 0.00% | −4,396−11.9% | Reduced |
| Veriti Management LLC | 33,111 | $937.7K | 0.10% | +3,254+10.9% | Added |
| Schonfeld Strategic Advisors LLC | 33,200 | $940.2K | 0.01% | −33,900−50.5% | Reduced |
| D. E. Shaw & Co., Inc. | 36,317 | $1.03M | 0.00% | +36,317 | New |
| Mariner, LLC | 36,398 | $1.03M | 0.00% | +11,957+48.9% | Added |
| Stifel Financial Corp | 38,572 | $1.09M | 0.00% | +4,687+13.8% | Added |
| Earnest Partners LLC | 38,659 | $1.09M | 0.01% | −141−0.4% | Reduced |
| Assetmark, Inc | 42,872 | $1.21M | 0.00% | +12,504+41.2% | Added |
| Advisor Group Holdings, Inc. | 46,259 | $1.31M | 0.00% | −7,963−14.7% | Reduced |
| Atria Investments LLC | 50,631 | $1.43M | 0.03% | −924−1.8% | Reduced |
| Bain Capital Public Equity Management II, LLC | 51,513 | $1.46M | 0.08% | −8,386−14.0% | Reduced |
| Ethic Inc. | 53,990 | $1.53M | 0.06% | −7,219−11.8% | Reduced |
| First Republic Investment Management, Inc. | 59,620 | $1.69M | 0.01% | −10,605−15.1% | Reduced |
| LPL Financial LLC | 60,532 | $1.71M | 0.00% | +2,497+4.3% | Added |
| Oppenheimer Asset Management Inc. | 77,526 | $2.20M | 0.03% | −10,210−11.6% | Reduced |
| Crossmark Global Holdings, Inc. | 78,936 | $2.24M | 0.05% | −5,817−6.9% | Reduced |
| UBS Group AG | 81,082 | $2.30M | 0.00% | −110,790−57.7% | Reduced |
| Madison Asset Management, LLC | 108,240 | $3.07M | 0.04% | −1,337−1.2% | Reduced |
| Wells Fargo & Company | 118,334 | $3.35M | 0.00% | +7,159+6.4% | Added |
| AMG National Trust Bank | 127,142 | $3.60M | 0.12% | −2,752−2.1% | Reduced |
| American Century Companies Inc | 136,682 | $3.87M | 0.00% | +13,676+11.1% | Added |
| Optiver Holding B.V. | 161,627 | $4.55M | 0.13% | −134,371−45.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 191,250 | $5.42M | 0.20% | 00.0% | Unchanged |
| Citadel Advisors LLC | 218,191 | $6.18M | 0.01% | +10,493+5.1% | Added |
| Thomas White International Ltd | 226,395 | $6.41M | 1.33% | −6,533−2.8% | Reduced |
| CIBC Asset Management Inc | 226,970 | $6.43M | 0.03% | −24,867−9.9% | Reduced |
| Raymond James & Associates | 238,295 | $6.75M | 0.01% | +31,396+15.2% | Added |
| Altrius Capital Management Inc | 259,579 | $7.35M | 2.18% | +1130.0% | Added |
| SEI Investments Co | 262,841 | $7.44M | 0.01% | −1,531−0.6% | Reduced |
| Neuberger Berman Group LLC | 306,817 | $8.61M | 0.01% | +2,699+0.9% | Added |
| Solel Partners LP | 339,824 | $9.62M | 1.53% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 478,928 | $13.6M | 0.04% | +71,242+17.5% | Added |
| Envestnet Asset Management Inc | 554,589 | $15.7M | 0.01% | −4,803−0.9% | Reduced |
| JPMorgan Chase & Co | 581,981 | $16.5M | 0.00% | +51,670+9.7% | Added |
| Dimensional Fund Advisors LP | 639,576 | $18.1M | 0.01% | −78,164−10.9% | Reduced |
| Bank of Montreal | 829,951 | $24.2M | 0.01% | −119,759−12.6% | Reduced |
| Causeway Capital Management LLC | 935,054 | $26.5M | 0.70% | −76,672−7.6% | Reduced |
| Bank of New York Mellon Corp | 981,173 | $27.8M | 0.01% | +10,760+1.1% | Added |
| Credential Qtrade Securities Inc. | 1,031,010 | $29.2M | 1.84% | +50,280+5.1% | Added |
| Northern Trust Corp | 1,197,491 | $33.9M | 0.01% | −36,528−3.0% | Reduced |
| Goldman Sachs Group Inc | 1,819,545 | $51.5M | 0.01% | +162,986+9.8% | Added |
| FMR LLC | 1,984,216 | $56.2M | 0.00% | +79,845+4.2% | Added |
| Royal Bank of Canada | 2,046,283 | $58.0M | 0.02% | +40,645+2.0% | Added |
| Morgan Stanley | 2,073,017 | $58.7M | 0.01% | +10,900+0.5% | Added |
| Bank of America Corp | 3,645,525 | $103.2M | 0.01% | +130,153+3.7% | Added |
| BlackRock Inc. | 3,770,676 | $106.8M | 0.00% | +579,234+18.1% | Added |
| Quilter Plc | 230 | – | – | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −248,560−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −121,755−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −110,884−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −106,211−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −29,356−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Harvest Group Wealth Management, LLC | – | – | – | – | Not filed |