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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 12 | $269 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 16 | $359 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $405 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 22 | $493 | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 22 | $494 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $494 | 0.00% | +22 | New |
| Johnson Financial Group, Inc. | 32 | $719 | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 37 | $831 | 0.00% | +37 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $876 | 0.00% | +8+25.8% | Added |
| Investors Research Corp | 44 | $988 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $1.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $1.12K | 0.00% | +23+85.2% | Added |
| Bourgeon Capital Management LLC | 52 | $1.17K | 0.00% | +24+85.7% | Added |
| Bell Investment Advisors, Inc | 57 | $1.28K | 0.00% | −15−20.8% | Reduced |
| Headlands Technologies LLC | 57 | $1.28K | 0.00% | +57 | New |
| McIlrath & Eck, LLC | 60 | $1.35K | 0.00% | −20−25.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 69 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 89 | $2.00K | 0.00% | +89 | New |
| Baillie Gifford & Co | 98 | $2.20K | 0.00% | +98 | New |
| Geneos Wealth Management Inc. | 99 | $2.22K | 0.00% | +99 | New |
| BKM Wealth Management, LLC | 102 | $2.29K | 0.00% | +102 | New |
| HighMark Wealth Management LLC | 105 | $2.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 109 | $2.45K | 0.00% | −374−77.4% | Reduced |
| Allworth Financial LP | 118 | $2.65K | 0.00% | −126−51.6% | Reduced |
| CoreFirst Bank & Trust | 119 | $2.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 123 | $2.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 133 | $2.99K | 0.00% | +133 | New |
| NBC Securities, Inc. | 168 | $3.00K | 0.00% | +6+3.7% | Added |
| GW&K Investment Management, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 118 | $3.00K | 0.00% | +118 | New |
| JFS Wealth Advisors, LLC | 138 | $3.10K | 0.00% | −21−13.2% | Reduced |
| Credential Qtrade Securities Inc. | 139 | $3.12K | 0.00% | −1,067,071−100.0% | Reduced |
| Parkside Financial Bank & Trust | 173 | $3.88K | 0.00% | +173 | New |
| Carolinas Wealth Consulting LLC | 186 | $4.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 223 | $5.01K | 0.00% | +223 | New |
| HHM Wealth Advisors, LLC | 227 | $5.10K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 244 | $5.48K | 0.00% | +18+8.0% | Added |
| Beaird Harris Wealth Management, LLC | 244 | $5.48K | 0.00% | +244 | New |
| Colonial Trust Co | 281 | $6.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 352 | $7.22K | 0.00% | +1+0.3% | Added |
| Nordwand Advisors, LLC | 323 | $7.25K | 0.00% | +323 | New |
| Federated Hermes, Inc. | 336 | $7.54K | 0.00% | −35−9.4% | Reduced |
| Zions Bancorporation, N.A. | 371 | $8.33K | 0.00% | −69−15.7% | Reduced |
| Macquarie Group Ltd | 448 | $10.0K | 0.00% | +4+0.9% | Added |
| Bokf, NA | 448 | $10.1K | 0.00% | +80+21.7% | Added |
| Brown Brothers Harriman & Co | 448 | $10.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 473 | $10.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 584 | $13.1K | 0.00% | +186+46.7% | Added |
| FinTrust Capital Advisors, LLC | 671 | $15.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 719 | $16.1K | 0.00% | +178+32.9% | Added |
| Umb Bank N A | 815 | $18.3K | 0.00% | +815 | New |
| First Horizon Advisors, Inc. | 818 | $18.4K | 0.00% | +219+36.6% | Added |
| Advisory Services Network, LLC | 987 | $22.2K | 0.00% | +987 | New |
| GAMMA Investing LLC | 1,072 | $22.2K | 0.01% | +1,072 | New |
| Ronald Blue Trust, Inc. | 1,096 | $24.0K | 0.00% | +852+349.2% | Added |
| Lindbrook Capital, LLC | 1,071 | $24.0K | 0.00% | −30−2.7% | Reduced |
| Parallel Advisors, LLC | 1,099 | $24.7K | 0.00% | +22+2.0% | Added |
| Glassman Wealth Services | 1,183 | $26.6K | 0.00% | +681+135.7% | Added |
| Hexagon Capital Partners LLC | 1,219 | $27.4K | 0.01% | +1+0.1% | Added |
| Principal Securities, Inc. | 1,236 | $27.7K | 0.00% | +1,236 | New |
| Russell Investments Group, Ltd. | 1,370 | $30.8K | 0.00% | +1,078+369.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,597 | $35.9K | 0.00% | +303+23.4% | Added |
| Grove Bank & Trust | 1,727 | $38.8K | 0.01% | −1−0.1% | Reduced |
| National Bank of Canada | 2,101 | $45.5K | 0.00% | +1,396+198.0% | Added |
| EntryPoint Capital, LLC | 2,210 | $49.6K | 0.05% | +2,210 | New |
| Leonteq Securities AG | 2,250 | $50.5K | 0.01% | +2,250 | New |
| CWM, LLC | 2,576 | $58.0K | 0.00% | −254−9.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,080 | $69.2K | 0.00% | +93+3.1% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $101.0K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,820 | $108.2K | 0.07% | +4,820 | New |
| Tower Research Capital LLC (TRC) | 5,021 | $112.7K | 0.00% | +4,417+731.3% | Added |
| EverSource Wealth Advisors, LLC | 5,873 | $131.8K | 0.01% | +701+13.6% | Added |
| Quadrant Capital Group LLC | 6,370 | $143.0K | 0.01% | +3,077+93.4% | Added |
| TD Waterhouse Canada Inc. | 8,485 | $180.9K | 0.00% | −2,174−20.4% | Reduced |
| Lazard Asset Management LLC | 8,174 | $183.0K | 0.00% | −32−0.4% | Reduced |
| Mercer Global Advisors Inc | 9,226 | $207.0K | 0.00% | −1,966−17.6% | Reduced |
| Gallacher Capital Management LLC | 9,304 | $208.9K | 0.12% | +9,304 | New |
| Lake Street Advisors Group, LLC | 9,349 | $209.9K | 0.01% | +9,349 | New |
| Advisor OS, LLC | 9,370 | $210.4K | 0.03% | +9,370 | New |
| Trexquant Investment LP | 9,482 | $212.9K | 0.00% | +9,482 | New |
| Beacon Pointe Advisors, LLC | 10,031 | $225.2K | 0.00% | +483+5.1% | Added |
| Citigroup Inc | 10,140 | $227.7K | 0.00% | −1,676−14.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,228 | $229.6K | 0.00% | +10,228 | New |
| Courier Capital LLC | 10,416 | $233.8K | 0.02% | −200−1.9% | Reduced |
| Prudential Financial Inc | 10,734 | $241.0K | 0.00% | +1,001+10.3% | Added |
| Captrust Financial Advisors | 10,804 | $242.6K | 0.00% | −901−7.7% | Reduced |
| Park Avenue Securities LLC | 10,982 | $247.0K | 0.00% | +329+3.1% | Added |
| Wetherby Asset Management Inc | 11,352 | $254.9K | 0.01% | +11,352 | New |
| Rhumbline Advisers | 11,569 | $259.7K | 0.00% | −158−1.3% | Reduced |
| Raymond James Trust N.A. | 11,569 | $259.7K | 0.01% | +323+2.9% | Added |
| StoneX Group Inc. | 12,117 | $272.0K | 0.03% | +12,117 | New |
| SYSTM Wealth Solutions LLC | 12,154 | $272.9K | 0.04% | +366+3.1% | Added |
| HBK Sorce Advisory LLC | 12,246 | $274.9K | 0.01% | +736+6.4% | Added |
| Pacer Advisors, Inc. | 12,342 | $277.1K | 0.00% | −276−2.2% | Reduced |
| Aigen Investment Management, LP | 12,454 | $279.6K | 0.05% | +12,454 | New |
| XTX Topco Ltd | 12,592 | $282.7K | 0.06% | +12,592 | New |
| Cresset Asset Management, LLC | 12,772 | $286.7K | 0.00% | +12,772 | New |
| United Capital Financial Advisers, LLC | 13,365 | $300.1K | 0.00% | +13,365 | New |
| Brinker Capital Investments, LLC | 14,290 | $311.4K | 0.00% | −3,915−21.5% | Reduced |