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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 14,290 | $311.4K | 0.00% | −3,915−21.5% | Reduced |
| Balyasny Asset Management LLC | 14,536 | $326.3K | 0.00% | +14,536 | New |
| Janney Montgomery Scott LLC | 14,815 | $333.0K | 0.00% | −1,075−6.8% | Reduced |
| Signaturefd, LLC | 14,926 | $335.1K | 0.01% | +9,652+183.0% | Added |
| The PNC Financial Services Group, Inc. | 15,453 | $346.9K | 0.00% | −499−3.1% | Reduced |
| Ellevest, Inc. | 15,491 | $347.8K | 0.02% | +6,217+67.0% | Added |
| Squarepoint Ops LLC | 15,644 | $351.2K | 0.00% | +15,644 | New |
| TD Private Client Wealth LLC | 16,633 | $373.4K | 0.01% | −198−1.2% | Reduced |
| Cerity Partners LLC | 16,658 | $374.0K | 0.00% | +3,428+25.9% | Added |
| State Street Corp | 17,230 | $386.8K | 0.00% | −1,134−6.2% | Reduced |
| MML Investors Services, LLC | 17,487 | $393.0K | 0.00% | +1,209+7.4% | Added |
| Wealth Alliance | 17,707 | $397.5K | 0.06% | +343+2.0% | Added |
| Ameriprise Financial Inc | 17,778 | $399.1K | 0.00% | +3,040+20.6% | Added |
| Catalytic Wealth RIA, LLC | 17,976 | $403.6K | 0.18% | +17,976 | New |
| GeoWealth Management, LLC | 17,976 | $404.0K | 0.03% | +17,976 | New |
| QRG Capital Management, Inc. | 18,321 | $411.3K | 0.01% | −2,289−11.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,984 | $448.6K | 0.07% | +645+3.3% | Added |
| Naviter Wealth, LLC | 20,124 | $451.8K | 0.09% | +385+2.0% | Added |
| Axq Capital, LP | 20,575 | $461.9K | 0.12% | +20,575 | New |
| Capital Fund Management S.A. | 20,864 | $468.4K | 0.01% | +5,097+32.3% | Added |
| Voloridge Investment Management, LLC | 20,943 | $470.2K | 0.00% | +5,972+39.9% | Added |
| Gradient Investments LLC | 21,966 | $493.1K | 0.01% | +21,939+81,255.6% | Added |
| US Bancorp | 22,111 | $496.4K | 0.00% | +12,435+128.5% | Added |
| Yousif Capital Management, LLC | 22,466 | $504.4K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 23,353 | $524.3K | 0.01% | +8,052+52.6% | Added |
| Quantbot Technologies LP | 23,417 | $525.7K | 0.03% | +5,722+32.3% | Added |
| Legacy Wealth Asset Management, LLC | 23,959 | $537.9K | 0.18% | −453−1.9% | Reduced |
| Veriti Management LLC | 23,979 | $538.3K | 0.05% | −955−3.8% | Reduced |
| Jane Street Group, LLC | 24,153 | $542.2K | 0.00% | +6,802+39.2% | Added |
| Highland Capital Management, LLC | 25,824 | $579.7K | 0.04% | +200+0.8% | Added |
| CI Private Wealth, LLC | 26,722 | $599.9K | 0.00% | +372+1.4% | Added |
| Covenant Partners, LLC | 27,498 | $617.3K | 0.19% | +1,525+5.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 27,514 | $617.7K | 0.06% | +27,514 | New |
| Charles Schwab Investment Management Inc | 33,913 | $761.3K | 0.00% | +18,172+115.4% | Added |
| BNP Paribas Arbitrage, SA | 34,123 | $766.1K | 0.00% | +27,278+398.5% | Added |
| Engineers Gate Manager LP | 34,746 | $780.0K | 0.02% | +15,670+82.1% | Added |
| Stifel Financial Corp | 35,296 | $792.4K | 0.00% | −1,863−5.0% | Reduced |
| Susquehanna International Securities, Ltd. | 36,148 | $811.5K | 0.59% | +36,148 | New |
| Aquatic Capital Management LLC | 37,600 | $844.0K | 0.02% | +37,500+37,500.0% | Added |
| Earnest Partners LLC | 37,914 | $851.2K | 0.00% | −901−2.3% | Reduced |
| HighTower Advisors, LLC | 40,271 | $906.0K | 0.00% | +27,088+205.5% | Added |
| Truist Financial Corp | 41,710 | $936.4K | 0.00% | +1,929+4.8% | Added |
| Mariner, LLC | 42,344 | $950.6K | 0.00% | +16,736+65.4% | Added |
| Assetmark, Inc | 42,632 | $957.1K | 0.00% | −282−0.7% | Reduced |
| Creative Planning | 44,771 | $1.01M | 0.00% | +25,848+136.6% | Added |
| Cantor Fitzgerald, L. P. | 45,057 | $1.01M | 0.22% | +45,057 | New |
| Wealth Enhancement Advisory Services, LLC | 45,802 | $1.03M | 0.00% | +4,990+12.2% | Added |
| Two Sigma Advisers, LP | 47,200 | $1.06M | 0.00% | +47,200 | New |
| Atria Investments LLC | 47,658 | $1.07M | 0.02% | −4,250−8.2% | Reduced |
| Cubist Systematic Strategies, LLC | 49,746 | $1.12M | 0.01% | −39,452−44.2% | Reduced |
| Quantinno Capital Management LP | 50,418 | $1.13M | 0.04% | +32,958+188.8% | Added |
| UBS Group AG | 52,071 | $1.17M | 0.00% | −21,283−29.0% | Reduced |
| Advisor Group Holdings, Inc. | 58,383 | $1.31M | 0.00% | −10,915−15.8% | Reduced |
| LPL Financial LLC | 59,347 | $1.33M | 0.00% | −2,199−3.6% | Reduced |
| CIBC Asset Management Inc | 80,802 | $1.81M | 0.01% | −90,500−52.8% | Reduced |
| Ethic Inc. | 85,341 | $1.92M | 0.06% | +28,110+49.1% | Added |
| Millennium Management LLC | 85,725 | $1.92M | 0.00% | −100,938−54.1% | Reduced |
| Crossmark Global Holdings, Inc. | 85,984 | $1.93M | 0.04% | +7,169+9.1% | Added |
| Oppenheimer Asset Management Inc. | 92,477 | $2.08M | 0.03% | −6,706−6.8% | Reduced |
| Wells Fargo & Company | 97,432 | $2.19M | 0.00% | −23,072−19.1% | Reduced |
| AMG National Trust Bank | 99,663 | $2.24M | 0.07% | −26,323−20.9% | Reduced |
| Madison Asset Management, LLC | 117,416 | $2.64M | 0.04% | +9,709+9.0% | Added |
| D. E. Shaw & Co., Inc. | 120,926 | $2.71M | 0.00% | −275,208−69.5% | Reduced |
| American Century Companies Inc | 153,508 | $3.45M | 0.00% | +9,548+6.6% | Added |
| Qube Research & Technologies Ltd | 154,783 | $3.47M | 0.01% | +14,533+10.4% | Added |
| Citadel Advisors LLC | 163,315 | $3.67M | 0.00% | −211,633−56.4% | Reduced |
| Old Mission Capital LLC | 182,682 | $4.10M | 0.11% | +182,682 | New |
| Ramirez Asset Management, Inc. | 195,839 | $4.40M | 0.89% | −20,409−9.4% | Reduced |
| Marshall Wace, LLP | 195,977 | $4.40M | 0.01% | −35,502−15.3% | Reduced |
| Raymond James & Associates | 226,691 | $5.09M | 0.00% | −14,919−6.2% | Reduced |
| Optiver Holding B.V. | 226,109 | $5.11M | 0.15% | +226,109 | New |
| Renaissance Technologies LLC | 261,900 | $5.88M | 0.01% | +5,300+2.1% | Added |
| Neuberger Berman Group LLC | 267,032 | $5.99M | 0.01% | −8,387−3.0% | Reduced |
| Pathstone Holdings, LLC | 270,157 | $6.07M | 0.03% | +270,157 | New |
| Altrius Capital Management Inc | 278,654 | $6.26M | 1.74% | +10,430+3.9% | Added |
| JPMorgan Chase & Co | 301,123 | $6.76M | 0.00% | +77,807+34.8% | Added |
| SEI Investments Co | 316,098 | $7.10M | 0.01% | +16,028+5.3% | Added |
| Solel Partners LP | 339,824 | $7.63M | 1.08% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 537,636 | $12.1M | 0.03% | +125,548+30.5% | Added |
| Bank of Montreal | 537,482 | $12.1M | 0.01% | −95,421−15.1% | Reduced |
| Envestnet Asset Management Inc | 754,828 | $16.9M | 0.01% | +25,401+3.5% | Added |
| Dimensional Fund Advisors LP | 913,220 | $20.5M | 0.01% | +128,949+16.4% | Added |
| Bank of New York Mellon Corp | 965,429 | $21.7M | 0.00% | +22,027+2.3% | Added |
| FMR LLC | 1,252,130 | $28.1M | 0.00% | −605,179−32.6% | Reduced |
| Northern Trust Corp | 1,373,545 | $30.8M | 0.01% | +41,707+3.1% | Added |
| Causeway Capital Management LLC | 1,481,760 | $33.3M | 0.85% | +153,332+11.5% | Added |
| Goldman Sachs Group Inc | 2,011,551 | $45.2M | 0.01% | +274,674+15.8% | Added |
| Royal Bank of Canada | 2,041,170 | $45.8M | 0.01% | −63,210−3.0% | Reduced |
| Bank of America Corp | 2,511,637 | $56.4M | 0.01% | −918,990−26.8% | Reduced |
| Morgan Stanley | 2,954,529 | $66.3M | 0.01% | +721,170+32.3% | Added |
| BlackRock Inc. | 3,554,294 | $79.8M | 0.00% | −180,445−4.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −119,174−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −48,753−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −43,422−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −20,150−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −11,057−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,047−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,705−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,086−100.0% | Sold out |