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, Q4 2023
Institutional positions in Prudential PLC as of Dec 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
- 191
- +26 vs. Q3 2023
- Shares held
- 27.2M
- −1.10M (−3.9%) vs. Q3 2023
- Total value
- $610.9M
- −$10.9M (−1.8%) vs. Q3 2023
- New holders
- 46
- 73 more added
- Sold out
- 20
- 52 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,554,294 | $79.8M | 0.00% | −180,445−4.8% | Reduced |
| Morgan Stanley | 2,954,529 | $66.3M | 0.01% | +721,170+32.3% | Added |
| Bank of America Corp | 2,511,637 | $56.4M | 0.01% | −918,990−26.8% | Reduced |
| Royal Bank of Canada | 2,041,170 | $45.8M | 0.01% | −63,210−3.0% | Reduced |
| Goldman Sachs Group Inc | 2,011,551 | $45.2M | 0.01% | +274,674+15.8% | Added |
| Causeway Capital Management LLC | 1,481,760 | $33.3M | 0.85% | +153,332+11.5% | Added |
| Northern Trust Corp | 1,373,545 | $30.8M | 0.01% | +41,707+3.1% | Added |
| FMR LLC | 1,252,130 | $28.1M | 0.00% | −605,179−32.6% | Reduced |
| Bank of New York Mellon Corp | 965,429 | $21.7M | 0.00% | +22,027+2.3% | Added |
| Dimensional Fund Advisors LP | 913,220 | $20.5M | 0.01% | +128,949+16.4% | Added |
| Envestnet Asset Management Inc | 754,828 | $16.9M | 0.01% | +25,401+3.5% | Added |
| Bank of Montreal | 537,482 | $12.1M | 0.01% | −95,421−15.1% | Reduced |
| Natixis Advisors, L.P. | 537,636 | $12.1M | 0.03% | +125,548+30.5% | Added |
| Solel Partners LP | 339,824 | $7.63M | 1.08% | 00.0% | Unchanged |
| SEI Investments Co | 316,098 | $7.10M | 0.01% | +16,028+5.3% | Added |
| JPMorgan Chase & Co | 301,123 | $6.76M | 0.00% | +77,807+34.8% | Added |
| Altrius Capital Management Inc | 278,654 | $6.26M | 1.74% | +10,430+3.9% | Added |
| Pathstone Holdings, LLC | 270,157 | $6.07M | 0.03% | +270,157 | New |
| Neuberger Berman Group LLC | 267,032 | $5.99M | 0.01% | −8,387−3.0% | Reduced |
| Renaissance Technologies LLC | 261,900 | $5.88M | 0.01% | +5,300+2.1% | Added |
| Optiver Holding B.V. | 226,109 | $5.11M | 0.15% | +226,109 | New |
| Raymond James & Associates | 226,691 | $5.09M | 0.00% | −14,919−6.2% | Reduced |
| Marshall Wace, LLP | 195,977 | $4.40M | 0.01% | −35,502−15.3% | Reduced |
| Ramirez Asset Management, Inc. | 195,839 | $4.40M | 0.89% | −20,409−9.4% | Reduced |
| Old Mission Capital LLC | 182,682 | $4.10M | 0.11% | +182,682 | New |
| Citadel Advisors LLC | 163,315 | $3.67M | 0.00% | −211,633−56.4% | Reduced |
| Qube Research & Technologies Ltd | 154,783 | $3.47M | 0.01% | +14,533+10.4% | Added |
| American Century Companies Inc | 153,508 | $3.45M | 0.00% | +9,548+6.6% | Added |
| D. E. Shaw & Co., Inc. | 120,926 | $2.71M | 0.00% | −275,208−69.5% | Reduced |
| Madison Asset Management, LLC | 117,416 | $2.64M | 0.04% | +9,709+9.0% | Added |
| AMG National Trust Bank | 99,663 | $2.24M | 0.07% | −26,323−20.9% | Reduced |
| Wells Fargo & Company | 97,432 | $2.19M | 0.00% | −23,072−19.1% | Reduced |
| Oppenheimer Asset Management Inc. | 92,477 | $2.08M | 0.03% | −6,706−6.8% | Reduced |
| Crossmark Global Holdings, Inc. | 85,984 | $1.93M | 0.04% | +7,169+9.1% | Added |
| Millennium Management LLC | 85,725 | $1.92M | 0.00% | −100,938−54.1% | Reduced |
| Ethic Inc. | 85,341 | $1.92M | 0.06% | +28,110+49.1% | Added |
| CIBC Asset Management Inc | 80,802 | $1.81M | 0.01% | −90,500−52.8% | Reduced |
| LPL Financial LLC | 59,347 | $1.33M | 0.00% | −2,199−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 58,383 | $1.31M | 0.00% | −10,915−15.8% | Reduced |
| UBS Group AG | 52,071 | $1.17M | 0.00% | −21,283−29.0% | Reduced |
| Quantinno Capital Management LP | 50,418 | $1.13M | 0.04% | +32,958+188.8% | Added |
| Cubist Systematic Strategies, LLC | 49,746 | $1.12M | 0.01% | −39,452−44.2% | Reduced |
| Atria Investments LLC | 47,658 | $1.07M | 0.02% | −4,250−8.2% | Reduced |
| Two Sigma Advisers, LP | 47,200 | $1.06M | 0.00% | +47,200 | New |
| Wealth Enhancement Advisory Services, LLC | 45,802 | $1.03M | 0.00% | +4,990+12.2% | Added |
| Cantor Fitzgerald, L. P. | 45,057 | $1.01M | 0.22% | +45,057 | New |
| Creative Planning | 44,771 | $1.01M | 0.00% | +25,848+136.6% | Added |
| Assetmark, Inc | 42,632 | $957.1K | 0.00% | −282−0.7% | Reduced |
| Mariner, LLC | 42,344 | $950.6K | 0.00% | +16,736+65.4% | Added |
| Truist Financial Corp | 41,710 | $936.4K | 0.00% | +1,929+4.8% | Added |
| HighTower Advisors, LLC | 40,271 | $906.0K | 0.00% | +27,088+205.5% | Added |
| Earnest Partners LLC | 37,914 | $851.2K | 0.00% | −901−2.3% | Reduced |
| Aquatic Capital Management LLC | 37,600 | $844.0K | 0.02% | +37,500+37,500.0% | Added |
| Susquehanna International Securities, Ltd. | 36,148 | $811.5K | 0.59% | +36,148 | New |
| Stifel Financial Corp | 35,296 | $792.4K | 0.00% | −1,863−5.0% | Reduced |
| Engineers Gate Manager LP | 34,746 | $780.0K | 0.02% | +15,670+82.1% | Added |
| BNP Paribas Arbitrage, SA | 34,123 | $766.1K | 0.00% | +27,278+398.5% | Added |
| Charles Schwab Investment Management Inc | 33,913 | $761.3K | 0.00% | +18,172+115.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 27,514 | $617.7K | 0.06% | +27,514 | New |
| Covenant Partners, LLC | 27,498 | $617.3K | 0.19% | +1,525+5.9% | Added |
| CI Private Wealth, LLC | 26,722 | $599.9K | 0.00% | +372+1.4% | Added |
| Highland Capital Management, LLC | 25,824 | $579.7K | 0.04% | +200+0.8% | Added |
| Jane Street Group, LLC | 24,153 | $542.2K | 0.00% | +6,802+39.2% | Added |
| Veriti Management LLC | 23,979 | $538.3K | 0.05% | −955−3.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 23,959 | $537.9K | 0.18% | −453−1.9% | Reduced |
| Quantbot Technologies LP | 23,417 | $525.7K | 0.03% | +5,722+32.3% | Added |
| JustInvest LLC | 23,353 | $524.3K | 0.01% | +8,052+52.6% | Added |
| Yousif Capital Management, LLC | 22,466 | $504.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 22,111 | $496.4K | 0.00% | +12,435+128.5% | Added |
| Gradient Investments LLC | 21,966 | $493.1K | 0.01% | +21,939+81,255.6% | Added |
| Voloridge Investment Management, LLC | 20,943 | $470.2K | 0.00% | +5,972+39.9% | Added |
| Capital Fund Management S.A. | 20,864 | $468.4K | 0.01% | +5,097+32.3% | Added |
| Axq Capital, LP | 20,575 | $461.9K | 0.12% | +20,575 | New |
| Naviter Wealth, LLC | 20,124 | $451.8K | 0.09% | +385+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,984 | $448.6K | 0.07% | +645+3.3% | Added |
| QRG Capital Management, Inc. | 18,321 | $411.3K | 0.01% | −2,289−11.1% | Reduced |
| GeoWealth Management, LLC | 17,976 | $404.0K | 0.03% | +17,976 | New |
| Catalytic Wealth RIA, LLC | 17,976 | $403.6K | 0.18% | +17,976 | New |
| Ameriprise Financial Inc | 17,778 | $399.1K | 0.00% | +3,040+20.6% | Added |
| Wealth Alliance | 17,707 | $397.5K | 0.06% | +343+2.0% | Added |
| MML Investors Services, LLC | 17,487 | $393.0K | 0.00% | +1,209+7.4% | Added |
| State Street Corp | 17,230 | $386.8K | 0.00% | −1,134−6.2% | Reduced |
| Cerity Partners LLC | 16,658 | $374.0K | 0.00% | +3,428+25.9% | Added |
| TD Private Client Wealth LLC | 16,633 | $373.4K | 0.01% | −198−1.2% | Reduced |
| Squarepoint Ops LLC | 15,644 | $351.2K | 0.00% | +15,644 | New |
| Ellevest, Inc. | 15,491 | $347.8K | 0.02% | +6,217+67.0% | Added |
| The PNC Financial Services Group, Inc. | 15,453 | $346.9K | 0.00% | −499−3.1% | Reduced |
| Signaturefd, LLC | 14,926 | $335.1K | 0.01% | +9,652+183.0% | Added |
| Janney Montgomery Scott LLC | 14,815 | $333.0K | 0.00% | −1,075−6.8% | Reduced |
| Balyasny Asset Management LLC | 14,536 | $326.3K | 0.00% | +14,536 | New |
| Brinker Capital Investments, LLC | 14,290 | $311.4K | 0.00% | −3,915−21.5% | Reduced |
| Orion Portfolio Solutions, LLC | 14,290 | $311.4K | 0.00% | −3,915−21.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,365 | $300.1K | 0.00% | +13,365 | New |
| Cresset Asset Management, LLC | 12,772 | $286.7K | 0.00% | +12,772 | New |
| XTX Topco Ltd | 12,592 | $282.7K | 0.06% | +12,592 | New |
| Aigen Investment Management, LP | 12,454 | $279.6K | 0.05% | +12,454 | New |
| Pacer Advisors, Inc. | 12,342 | $277.1K | 0.00% | −276−2.2% | Reduced |
| HBK Sorce Advisory LLC | 12,246 | $274.9K | 0.01% | +736+6.4% | Added |
| SYSTM Wealth Solutions LLC | 12,154 | $272.9K | 0.04% | +366+3.1% | Added |
| StoneX Group Inc. | 12,117 | $272.0K | 0.03% | +12,117 | New |