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, Q3 2023
Institutional positions in Prudential PLC as of Sep 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
- 168
- −2 vs. Q2 2023
- Shares held
- 28.4M
- +1.40M (+5.2%) vs. Q2 2023
- Total value
- $623.8M
- −$141.6M (−18.5%) vs. Q2 2023
- New holders
- 29
- 60 more added
- Sold out
- 31
- 53 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 16 | $351 | 0.00% | +16 | New |
| Abound Wealth Management | 18 | $395 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 18 | $395 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $482 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $592 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27 | $592 | 0.00% | +27 | New |
| Bourgeon Capital Management LLC | 28 | $614 | 0.00% | +28 | New |
| Perkins Coie Trust Co | 29 | $635 | 0.00% | +29 | New |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $680 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $701 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $964 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $1.05K | 0.00% | +48 | New |
| Spire Wealth Management | 63 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $1.58K | 0.00% | +19+35.8% | Added |
| McIlrath & Eck, LLC | 80 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 107 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $2.00K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 105 | $2.30K | 0.00% | −11−9.5% | Reduced |
| CoreFirst Bank & Trust | 119 | $2.61K | 0.00% | +119 | New |
| RFP Financial Group LLC | 123 | $2.70K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 162 | $3.00K | 0.00% | +162 | New |
| HM Payson & Co | 138 | $3.02K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 154 | $3.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 159 | $3.49K | 0.00% | −31−16.3% | Reduced |
| Clearstead Advisors, LLC | 160 | $3.51K | 0.00% | +160 | New |
| Carolinas Wealth Consulting LLC | 186 | $3.90K | 0.00% | +39+26.5% | Added |
| HHM Wealth Advisors, LLC | 227 | $4.98K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 226 | $4.98K | 0.00% | +17+8.1% | Added |
| Allworth Financial LP | 244 | $5.35K | 0.00% | +198+430.4% | Added |
| Russell Investments Group, Ltd. | 292 | $6.40K | 0.00% | −20−6.4% | Reduced |
| Colonial Trust Co | 281 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 244 | $7.00K | 0.00% | −29−10.6% | Reduced |
| Global Retirement Partners, LLC | 351 | $7.42K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 368 | $7.71K | 0.00% | −426−53.7% | Reduced |
| Federated Hermes, Inc. | 371 | $8.13K | 0.00% | +57+18.2% | Added |
| Farther Finance Advisors, LLC | 398 | $8.72K | 0.00% | +182+84.3% | Added |
| Zions Bancorporation, N.A. | 440 | $9.64K | 0.00% | −30−6.4% | Reduced |
| Brown Brothers Harriman & Co | 448 | $9.82K | 0.00% | +448 | New |
| Macquarie Group Ltd | 444 | $10.0K | 0.00% | +19+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 483 | $10.6K | 0.00% | +435+906.3% | Added |
| AlphaMark Advisors, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 502 | $11.0K | 0.00% | −36−6.7% | Reduced |
| Fifth Third Bancorp | 541 | $11.9K | 0.00% | −77−12.5% | Reduced |
| First Horizon Advisors, Inc. | 599 | $13.1K | 0.00% | +204+51.6% | Added |
| Tower Research Capital LLC (TRC) | 604 | $13.2K | 0.00% | −4,415−88.0% | Reduced |
| FinTrust Capital Advisors, LLC | 671 | $14.7K | 0.00% | −304−31.2% | Reduced |
| National Bank of Canada | 705 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,077 | $23.6K | 0.00% | −21−1.9% | Reduced |
| Lindbrook Capital, LLC | 1,101 | $24.1K | 0.00% | +245+28.6% | Added |
| Hexagon Capital Partners LLC | 1,218 | $26.7K | 0.01% | +47+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,294 | $28.4K | 0.00% | +797+160.4% | Added |
| Grove Bank & Trust | 1,728 | $37.9K | 0.01% | −73−4.1% | Reduced |
| CWM, LLC | 2,830 | $62.0K | 0.00% | +549+24.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,987 | $65.5K | 0.00% | +687+29.9% | Added |
| Quadrant Capital Group LLC | 3,293 | $72.2K | 0.01% | +597+22.1% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $98.6K | 0.03% | +2,600+136.8% | Added |
| EverSource Wealth Advisors, LLC | 5,172 | $113.4K | 0.01% | +400+8.4% | Added |
| Signaturefd, LLC | 5,274 | $115.6K | 0.00% | +1,835+53.4% | Added |
| Employees Retirement System of Texas | 5,384 | $118.0K | 0.00% | +5,384 | New |
| BNP Paribas Arbitrage, SA | 6,845 | $150.0K | 0.00% | +6,845 | New |
| Lazard Asset Management LLC | 8,206 | $179.0K | 0.00% | −951−10.4% | Reduced |
| Sequoia Financial Advisors, LLC | 9,243 | $202.6K | 0.00% | −1,507−14.0% | Reduced |
| Ellevest, Inc. | 9,274 | $203.3K | 0.02% | −1,412−13.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,548 | $209.3K | 0.00% | +232+2.5% | Added |
| US Bancorp | 9,676 | $212.1K | 0.00% | −7,513−43.7% | Reduced |
| Prudential Financial Inc | 9,733 | $213.3K | 0.00% | +1,285+15.2% | Added |
| Vident Advisory, LLC | 10,086 | $221.1K | 0.01% | +10,086 | New |
| TD Waterhouse Canada Inc. | 10,659 | $224.9K | 0.00% | +1,897+21.7% | Added |
| Courier Capital LLC | 10,616 | $232.7K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,653 | $234.0K | 0.00% | +10,653 | New |
| Virtu Financial LLC | 10,705 | $235.0K | 0.02% | +10,705 | New |
| FORA Capital, LLC | 11,047 | $242.2K | 0.02% | +11,047 | New |
| Savant Capital, LLC | 11,057 | $242.4K | 0.00% | −49−0.4% | Reduced |
| Mercer Global Advisors Inc | 11,192 | $245.0K | 0.00% | −4,712−29.6% | Reduced |
| Raymond James Trust N.A. | 11,246 | $246.5K | 0.01% | −78−0.7% | Reduced |
| HBK Sorce Advisory LLC | 11,510 | $252.3K | 0.01% | −71−0.6% | Reduced |
| Captrust Financial Advisors | 11,705 | $256.6K | 0.00% | +2,373+25.4% | Added |
| Rhumbline Advisers | 11,727 | $257.0K | 0.00% | +331+2.9% | Added |
| SYSTM Wealth Solutions LLC | 11,788 | $258.4K | 0.04% | +2,853+31.9% | Added |
| Citigroup Inc | 11,816 | $259.0K | 0.00% | −6,535−35.6% | Reduced |
| Two Sigma Securities, LLC | 11,926 | $261.4K | 0.01% | +11,926 | New |
| Pacer Advisors, Inc. | 12,618 | $276.6K | 0.00% | +720+6.1% | Added |
| Cerity Partners LLC | 13,230 | $290.0K | 0.00% | −7,978−37.6% | Reduced |
| HighTower Advisors, LLC | 13,183 | $293.0K | 0.00% | −6,109−31.7% | Reduced |
| Advisor Partners II, LLC | 14,355 | $314.7K | 0.01% | +576+4.2% | Added |
| Ameriprise Financial Inc | 14,738 | $324.9K | 0.00% | −3,006−16.9% | Reduced |
| Voloridge Investment Management, LLC | 14,971 | $328.2K | 0.00% | +14,971 | New |
| JustInvest LLC | 15,301 | $335.4K | 0.01% | −786−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 15,741 | $345.0K | 0.00% | −1,690−9.7% | Reduced |
| Capital Fund Management S.A. | 15,767 | $345.6K | 0.00% | +15,767 | New |
| Janney Montgomery Scott LLC | 15,890 | $348.0K | 0.00% | −472−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,952 | $349.7K | 0.00% | −474−2.9% | Reduced |
| MML Investors Services, LLC | 16,278 | $357.0K | 0.00% | +1,585+10.8% | Added |
| TD Private Client Wealth LLC | 16,831 | $368.9K | 0.02% | −88−0.5% | Reduced |
| Jane Street Group, LLC | 17,351 | $380.3K | 0.00% | +9,765+128.7% | Added |
| Wealth Alliance | 17,364 | $380.6K | 0.06% | −1,723−9.0% | Reduced |