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