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, Q1 2024
Institutional positions in Prudential PLC as of Mar 31, 2024. 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
- 179
- −12 vs. Q4 2023
- Shares held
- 28.8M
- +1.54M (+5.7%) vs. Q4 2023
- Total value
- $554.1M
- −$56.9M (−9.3%) vs. Q4 2023
- New holders
- 20
- 73 more added
- Sold out
- 32
- 67 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,912,668 | $56.1M | 0.00% | −41,861−1.4% | Reduced |
| BlackRock Inc. | 2,835,646 | $54.6M | 0.00% | −718,648−20.2% | Reduced |
| Royal Bank of Canada | 2,260,618 | $43.6M | 0.01% | +219,448+10.8% | Added |
| Bank of America Corp | 2,121,988 | $40.9M | 0.00% | −389,649−15.5% | Reduced |
| Causeway Capital Management LLC | 1,848,602 | $35.6M | 0.93% | +366,842+24.8% | Added |
| Goldman Sachs Group Inc | 1,785,633 | $34.4M | 0.01% | −225,918−11.2% | Reduced |
| Northern Trust Corp | 1,408,936 | $27.2M | 0.00% | +35,391+2.6% | Added |
| FMR LLC | 1,028,648 | $19.8M | 0.00% | −223,482−17.8% | Reduced |
| Dimensional Fund Advisors LP | 1,004,950 | $19.4M | 0.01% | +91,730+10.0% | Added |
| Marshall Wace, LLP | 948,455 | $18.3M | 0.03% | +752,478+384.0% | Added |
| Envestnet Asset Management Inc | 846,546 | $16.3M | 0.01% | +91,718+12.2% | Added |
| Bank of New York Mellon Corp | 757,950 | $14.6M | 0.00% | −207,479−21.5% | Reduced |
| Bank of Montreal | 692,344 | $13.4M | 0.01% | +154,862+28.8% | Added |
| D. E. Shaw & Co., Inc. | 654,701 | $12.6M | 0.02% | +533,775+441.4% | Added |
| Millennium Management LLC | 519,582 | $10.0M | 0.01% | +433,857+506.1% | Added |
| Qube Research & Technologies Ltd | 467,411 | $9.01M | 0.02% | +312,628+202.0% | Added |
| Natixis Advisors, L.P. | 437,081 | $8.42M | 0.02% | −100,555−18.7% | Reduced |
| Altrius Capital Management Inc | 375,160 | $7.23M | 1.82% | +96,506+34.6% | Added |
| Pathstone Holdings, LLC | 359,868 | $6.93M | 0.03% | +89,711+33.2% | Added |
| SEI Investments Co | 344,222 | $6.63M | 0.01% | +28,124+8.9% | Added |
| Solel Partners LP | 339,824 | $6.55M | 1.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 316,951 | $6.11M | 0.01% | +153,636+94.1% | Added |
| Voloridge Investment Management, LLC | 304,499 | $5.87M | 0.02% | +283,556+1,353.9% | Added |
| Renaissance Technologies LLC | 267,600 | $5.16M | 0.01% | +5,700+2.2% | Added |
| Cubist Systematic Strategies, LLC | 266,177 | $5.13M | 0.06% | +216,431+435.1% | Added |
| Raymond James & Associates | 246,977 | $4.76M | 0.00% | +20,286+8.9% | Added |
| Ramirez Asset Management, Inc. | 191,835 | $3.70M | 0.75% | −4,004−2.0% | Reduced |
| Neuberger Berman Group LLC | 183,696 | $3.54M | 0.00% | −83,336−31.2% | Reduced |
| American Century Companies Inc | 164,467 | $3.17M | 0.00% | +10,959+7.1% | Added |
| Wells Fargo & Company | 144,062 | $2.78M | 0.00% | +46,630+47.9% | Added |
| Madison Asset Management, LLC | 116,332 | $2.24M | 0.03% | −1,084−0.9% | Reduced |
| AMG National Trust Bank | 114,430 | $2.21M | 0.06% | +14,767+14.8% | Added |
| UBS Group AG | 108,652 | $2.09M | 0.00% | +56,581+108.7% | Added |
| Oppenheimer Asset Management Inc. | 105,117 | $2.03M | 0.03% | +12,640+13.7% | Added |
| Trexquant Investment LP | 100,336 | $1.93M | 0.04% | +90,854+958.2% | Added |
| CIBC Asset Management Inc | 93,045 | $1.79M | 0.01% | +12,243+15.2% | Added |
| JPMorgan Chase & Co | 92,413 | $1.78M | 0.00% | −208,710−69.3% | Reduced |
| Crossmark Global Holdings, Inc. | 81,870 | $1.58M | 0.03% | −4,114−4.8% | Reduced |
| Two Sigma Investments, LP | 81,173 | $1.56M | 0.00% | +81,173 | New |
| Engineers Gate Manager LP | 79,151 | $1.53M | 0.04% | +44,405+127.8% | Added |
| Two Sigma Advisers, LP | 78,000 | $1.50M | 0.00% | +30,800+65.3% | Added |
| Ethic Inc. | 74,850 | $1.44M | 0.04% | −10,491−12.3% | Reduced |
| Balyasny Asset Management LLC | 68,395 | $1.32M | 0.00% | +53,859+370.5% | Added |
| Truist Financial Corp | 67,019 | $1.29M | 0.00% | +25,309+60.7% | Added |
| Optiver Holding B.V. | 67,487 | $1.27M | 0.05% | −158,622−70.2% | Reduced |
| Jane Street Group, LLC | 53,929 | $1.04M | 0.00% | +29,776+123.3% | Added |
| LPL Financial LLC | 52,356 | $1.01M | 0.00% | −6,991−11.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 51,442 | $991.3K | 0.00% | +5,640+12.3% | Added |
| HighTower Advisors, LLC | 48,029 | $931.0K | 0.00% | +7,758+19.3% | Added |
| Assetmark, Inc | 41,904 | $807.5K | 0.00% | −728−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 38,875 | $749.1K | 0.01% | +38,875 | New |
| Earnest Partners LLC | 37,717 | $726.8K | 0.00% | −197−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 37,242 | $717.7K | 0.00% | +3,329+9.8% | Added |
| Creative Planning | 35,952 | $692.8K | 0.00% | −8,819−19.7% | Reduced |
| Squarepoint Ops LLC | 32,174 | $620.0K | 0.00% | +16,530+105.7% | Added |
| Shelton Capital Management | 31,230 | $601.8K | 0.02% | +31,230 | New |
| Naviter Wealth, LLC | 30,459 | $586.9K | 0.10% | +10,335+51.4% | Added |
| Stifel Financial Corp | 29,696 | $572.2K | 0.00% | −5,600−15.9% | Reduced |
| CI Private Wealth, LLC | 29,516 | $568.8K | 0.00% | +2,794+10.5% | Added |
| Mariner, LLC | 27,103 | $522.3K | 0.00% | −15,241−36.0% | Reduced |
| Highland Capital Management, LLC | 25,824 | $497.6K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 25,762 | $496.4K | 0.01% | +25,762 | New |
| Virtu Financial LLC | 25,507 | $492.0K | 0.04% | +25,507 | New |
| GeoWealth Management, LLC | 24,738 | $476.7K | 0.02% | +6,762+37.6% | Added |
| Catalytic Wealth RIA, LLC | 24,447 | $471.1K | 0.09% | +6,471+36.0% | Added |
| Legacy Wealth Asset Management, LLC | 24,437 | $470.9K | 0.13% | +478+2.0% | Added |
| Gradient Investments LLC | 23,682 | $456.4K | 0.01% | +1,716+7.8% | Added |
| Rockefeller Capital Management L.P. | 22,895 | $441.2K | 0.00% | +22,895 | New |
| Yousif Capital Management, LLC | 22,466 | $432.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,424 | $432.1K | 0.00% | +6,971+45.1% | Added |
| JustInvest LLC | 21,697 | $418.1K | 0.01% | −1,656−7.1% | Reduced |
| Quantinno Capital Management LP | 20,063 | $387.0K | 0.01% | −30,355−60.2% | Reduced |
| Janney Montgomery Scott LLC | 19,409 | $374.0K | 0.00% | +4,594+31.0% | Added |
| MML Investors Services, LLC | 19,076 | $368.0K | 0.00% | +1,589+9.1% | Added |
| Aigen Investment Management, LP | 18,334 | $353.3K | 0.08% | +5,880+47.2% | Added |
| TD Private Client Wealth LLC | 18,067 | $348.2K | 0.01% | +1,434+8.6% | Added |
| Veriti Management LLC | 17,623 | $339.6K | 0.03% | −6,356−26.5% | Reduced |
| Cerity Partners LLC | 17,488 | $337.0K | 0.00% | +830+5.0% | Added |
| State Street Corp | 16,990 | $327.4K | 0.00% | −240−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,481 | $317.6K | 0.05% | −3,503−17.5% | Reduced |
| Citigroup Inc | 15,891 | $306.2K | 0.00% | +5,751+56.7% | Added |
| US Bancorp | 14,939 | $287.9K | 0.00% | −7,172−32.4% | Reduced |
| Cresset Asset Management, LLC | 14,757 | $284.4K | 0.00% | +1,985+15.5% | Added |
| Park Avenue Securities LLC | 13,683 | $264.0K | 0.00% | +2,701+24.6% | Added |
| Mercer Global Advisors Inc | 13,611 | $262.0K | 0.00% | +4,385+47.5% | Added |
| Wealth Alliance | 13,294 | $256.2K | 0.03% | −4,413−24.9% | Reduced |
| Brinker Capital Investments, LLC | 13,168 | $253.7K | 0.00% | −1,122−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 13,168 | $253.7K | 0.00% | −1,122−7.9% | Reduced |
| QRG Capital Management, Inc. | 12,413 | $239.2K | 0.00% | −5,908−32.2% | Reduced |
| Pacer Advisors, Inc. | 11,898 | $229.3K | 0.00% | −444−3.6% | Reduced |
| Covenant Partners, LLC | 11,893 | $229.2K | 0.07% | −15,605−56.7% | Reduced |
| Signaturefd, LLC | 11,553 | $222.6K | 0.00% | −3,373−22.6% | Reduced |
| Rhumbline Advisers | 11,451 | $220.7K | 0.00% | −118−1.0% | Reduced |
| Raymond James Trust N.A. | 11,430 | $220.3K | 0.01% | −139−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 11,088 | $213.7K | 0.00% | −2,277−17.0% | Reduced |
| Aquatic Capital Management LLC | 10,800 | $208.1K | 0.01% | −26,800−71.3% | Reduced |
| Advisor OS, LLC | 10,732 | $206.8K | 0.02% | +1,362+14.5% | Added |
| BNP Paribas Arbitrage, SA | 10,671 | $205.6K | 0.00% | −23,452−68.7% | Reduced |
| Ameriprise Financial Inc | 10,571 | $203.7K | 0.00% | −7,207−40.5% | Reduced |
| XTX Topco Ltd | 10,532 | $203.0K | 0.03% | −2,060−16.4% | Reduced |