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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 9,274 | $203.3K | 0.02% | −1,412−13.2% | Reduced |
| Sequoia Financial Advisors, LLC | 9,243 | $202.6K | 0.00% | −1,507−14.0% | Reduced |
| Lazard Asset Management LLC | 8,206 | $179.0K | 0.00% | −951−10.4% | Reduced |
| BNP Paribas Arbitrage, SA | 6,845 | $150.0K | 0.00% | +6,845 | New |
| Employees Retirement System of Texas | 5,384 | $118.0K | 0.00% | +5,384 | New |
| Signaturefd, LLC | 5,274 | $115.6K | 0.00% | +1,835+53.4% | Added |
| EverSource Wealth Advisors, LLC | 5,172 | $113.4K | 0.01% | +400+8.4% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $98.6K | 0.03% | +2,600+136.8% | Added |
| Quadrant Capital Group LLC | 3,293 | $72.2K | 0.01% | +597+22.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,987 | $65.5K | 0.00% | +687+29.9% | Added |
| CWM, LLC | 2,830 | $62.0K | 0.00% | +549+24.1% | Added |
| Grove Bank & Trust | 1,728 | $37.9K | 0.01% | −73−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,294 | $28.4K | 0.00% | +797+160.4% | Added |
| Hexagon Capital Partners LLC | 1,218 | $26.7K | 0.01% | +47+4.0% | Added |
| Lindbrook Capital, LLC | 1,101 | $24.1K | 0.00% | +245+28.6% | Added |
| Parallel Advisors, LLC | 1,077 | $23.6K | 0.00% | −21−1.9% | Reduced |
| National Bank of Canada | 705 | $14.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 671 | $14.7K | 0.00% | −304−31.2% | Reduced |
| Tower Research Capital LLC (TRC) | 604 | $13.2K | 0.00% | −4,415−88.0% | Reduced |
| First Horizon Advisors, Inc. | 599 | $13.1K | 0.00% | +204+51.6% | Added |
| Fifth Third Bancorp | 541 | $11.9K | 0.00% | −77−12.5% | Reduced |
| Glassman Wealth Services | 502 | $11.0K | 0.00% | −36−6.7% | Reduced |
| AlphaMark Advisors, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 483 | $10.6K | 0.00% | +435+906.3% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $10.4K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 444 | $10.0K | 0.00% | +19+4.5% | Added |
| Brown Brothers Harriman & Co | 448 | $9.82K | 0.00% | +448 | New |
| Zions Bancorporation, N.A. | 440 | $9.64K | 0.00% | −30−6.4% | Reduced |
| Farther Finance Advisors, LLC | 398 | $8.72K | 0.00% | +182+84.3% | Added |
| Federated Hermes, Inc. | 371 | $8.13K | 0.00% | +57+18.2% | Added |
| Bokf, NA | 368 | $7.71K | 0.00% | −426−53.7% | Reduced |
| Global Retirement Partners, LLC | 351 | $7.42K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 244 | $7.00K | 0.00% | −29−10.6% | Reduced |
| Colonial Trust Co | 281 | $6.43K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 292 | $6.40K | 0.00% | −20−6.4% | Reduced |
| Allworth Financial LP | 244 | $5.35K | 0.00% | +198+430.4% | Added |
| Proequities, Inc. | 226 | $4.98K | 0.00% | +17+8.1% | Added |
| HHM Wealth Advisors, LLC | 227 | $4.98K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 186 | $3.90K | 0.00% | +39+26.5% | Added |
| Clearstead Advisors, LLC | 160 | $3.51K | 0.00% | +160 | New |
| JFS Wealth Advisors, LLC | 159 | $3.49K | 0.00% | −31−16.3% | Reduced |
| Eagle Bay Advisors LLC | 154 | $3.38K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 138 | $3.02K | 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 |
| RFP Financial Group LLC | 123 | $2.70K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 119 | $2.61K | 0.00% | +119 | New |
| HighMark Wealth Management LLC | 105 | $2.30K | 0.00% | −11−9.5% | Reduced |
| 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 |
| McIlrath & Eck, LLC | 80 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $1.58K | 0.00% | +19+35.8% | Added |
| Sugarloaf Wealth Management, LLC | 69 | $1.51K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 63 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $1.05K | 0.00% | +48 | New |
| Investors Research Corp | 44 | $964 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $701 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $680 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 29 | $635 | 0.00% | +29 | New |
| Bourgeon Capital Management LLC | 28 | $614 | 0.00% | +28 | New |
| Gradient Investments LLC | 27 | $592 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27 | $592 | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 22 | $482 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $395 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 18 | $395 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $351 | 0.00% | +16 | New |
| Quilter Plc | 230 | – | – | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −161,627−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −51,513−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,401−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,563−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −14,464−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −9,361−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −8,730−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −8,538−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −8,354−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −8,068−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −7,744−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −7,231−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Thomas White International Ltd | – | – | – | – | Not filed |