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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 15 | $290 | 0.00% | −7−31.8% | Reduced |
| Abound Wealth Management | 18 | $347 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $424 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $424 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 29 | $523 | 0.00% | −89−75.4% | Reduced |
| Cornerstone Planning Group LLC | 28 | $532 | 0.00% | +12+75.0% | Added |
| Smartleaf Asset Management LLC | 37 | $714 | 0.00% | +37 | New |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $752 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $848 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $925 | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 49 | $944 | 0.00% | −49−50.0% | Reduced |
| Bell Investment Advisors, Inc | 59 | $1.14K | 0.00% | +2+3.5% | Added |
| Sugarloaf Wealth Management, LLC | 69 | $1.33K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 79 | $1.52K | 0.00% | −107−57.5% | Reduced |
| Wiser Advisor Group LLC | 81 | $1.56K | 0.00% | −8−9.0% | Reduced |
| Geneos Wealth Management Inc. | 99 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | +115 | New |
| IFP Advisors, Inc | 109 | $2.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 129 | $2.49K | 0.00% | +129 | New |
| Credential Qtrade Securities Inc. | 139 | $2.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $2.91K | 0.00% | −22−12.7% | Reduced |
| NBC Securities, Inc. | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 159 | $3.06K | 0.00% | −64−28.7% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $3.14K | 0.00% | +25+18.1% | Added |
| HighMark Wealth Management LLC | 227 | $3.81K | 0.00% | +122+116.2% | Added |
| GW&K Investment Management, LLC | 185 | $4.00K | 0.00% | +35+23.3% | Added |
| CoreCap Advisors, LLC | 208 | $4.01K | 0.00% | +208 | New |
| Colonial Trust Co | 218 | $4.21K | 0.00% | −63−22.4% | Reduced |
| Federated Hermes, Inc. | 227 | $4.37K | 0.00% | −109−32.4% | Reduced |
| HHM Wealth Advisors, LLC | 227 | $4.38K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 237 | $4.57K | 0.00% | +104+78.2% | Added |
| Global Retirement Partners, LLC | 303 | $5.84K | 0.00% | −49−13.9% | Reduced |
| Bokf, NA | 337 | $6.40K | 0.00% | −111−24.8% | Reduced |
| Zions Bancorporation, N.A. | 336 | $6.47K | 0.00% | −35−9.4% | Reduced |
| WealthCollab, LLC | 355 | $6.84K | 0.01% | +355 | New |
| First Horizon Advisors, Inc. | 384 | $7.40K | 0.00% | −434−53.1% | Reduced |
| Spire Wealth Management | 407 | $7.84K | 0.00% | +407 | New |
| Brown Brothers Harriman & Co | 448 | $8.63K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 482 | $9.29K | 0.00% | +364+308.5% | Added |
| Fifth Third Bancorp | 486 | $9.37K | 0.00% | −233−32.4% | Reduced |
| AlphaMark Advisors, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 548 | $10.6K | 0.00% | −671−55.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 576 | $11.1K | 0.00% | +103+21.8% | Added |
| EntryPoint Capital, LLC | 582 | $11.2K | 0.01% | −1,628−73.7% | Reduced |
| FinTrust Capital Advisors, LLC | 671 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 702 | $13.5K | 0.01% | +702 | New |
| Proequities, Inc. | 724 | $14.0K | 0.00% | +480+196.7% | Added |
| Federation des caisses Desjardins du Quebec | 743 | $14.3K | 0.00% | −854−53.5% | Reduced |
| Farther Finance Advisors, LLC | 811 | $15.4K | 0.00% | +227+38.9% | Added |
| CIBC Private Wealth Group, LLC | 847 | $16.1K | 0.00% | +847 | New |
| GAMMA Investing LLC | 875 | $16.9K | 0.00% | −197−18.4% | Reduced |
| Ronald Blue Trust, Inc. | 893 | $17.2K | 0.00% | −203−18.5% | Reduced |
| Lindbrook Capital, LLC | 904 | $17.4K | 0.00% | −167−15.6% | Reduced |
| Headlands Technologies LLC | 996 | $19.2K | 0.00% | +939+1,647.4% | Added |
| Mather Group, LLC. | 860 | $19.3K | 0.00% | +860 | New |
| Umb Bank N A | 1,114 | $21.5K | 0.00% | +299+36.7% | Added |
| Continuum Advisory, LLC | 1,225 | $24.3K | 0.00% | +1,225 | New |
| Principal Securities, Inc. | 1,347 | $25.9K | 0.00% | +111+9.0% | Added |
| EverSource Wealth Advisors, LLC | 1,523 | $26.7K | 0.00% | −4,350−74.1% | Reduced |
| Groupama Asset Managment | 3,149 | $29.6K | 0.00% | +3,149 | New |
| Parallel Advisors, LLC | 1,652 | $31.8K | 0.00% | +553+50.3% | Added |
| Tower Research Capital LLC (TRC) | 1,739 | $33.5K | 0.00% | −3,282−65.4% | Reduced |
| Grove Bank & Trust | 1,851 | $35.7K | 0.01% | +124+7.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,963 | $37.8K | 0.00% | +1,963 | New |
| CWM, LLC | 2,598 | $50.0K | 0.00% | +22+0.9% | Added |
| Russell Investments Group, Ltd. | 2,712 | $52.3K | 0.00% | +1,342+98.0% | Added |
| Allspring Global Investments Holdings, LLC | 3,903 | $75.2K | 0.00% | +3,903 | New |
| Paradigm Asset Management Co LLC | 4,500 | $86.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,747 | $110.7K | 0.00% | +2,667+86.6% | Added |
| Quadrant Capital Group LLC | 5,752 | $110.8K | 0.01% | −618−9.7% | Reduced |
| Lazard Asset Management LLC | 6,092 | $117.0K | 0.00% | −2,082−25.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,569 | $126.6K | 0.00% | −51,814−88.7% | Reduced |
| National Bank of Canada | 6,723 | $135.3K | 0.00% | +4,622+220.0% | Added |
| SYSTM Wealth Solutions LLC | 8,543 | $164.6K | 0.02% | −3,611−29.7% | Reduced |
| Cetera Trust Company, N.A | 9,045 | $174.3K | 0.10% | +4,225+87.7% | Added |
| TD Waterhouse Canada Inc. | 9,924 | $187.1K | 0.00% | +1,439+17.0% | Added |
| Prudential Financial Inc | 10,045 | $193.6K | 0.00% | −689−6.4% | Reduced |
| Vident Advisory, LLC | 10,237 | $197.3K | 0.00% | +10,237 | New |
| Beacon Pointe Advisors, LLC | 10,410 | $200.6K | 0.00% | +379+3.8% | Added |
| XTX Topco Ltd | 10,532 | $203.0K | 0.03% | −2,060−16.4% | Reduced |
| Ameriprise Financial Inc | 10,571 | $203.7K | 0.00% | −7,207−40.5% | Reduced |
| BNP Paribas Arbitrage, SA | 10,671 | $205.6K | 0.00% | −23,452−68.7% | Reduced |
| Advisor OS, LLC | 10,732 | $206.8K | 0.02% | +1,362+14.5% | Added |
| Aquatic Capital Management LLC | 10,800 | $208.1K | 0.01% | −26,800−71.3% | Reduced |
| United Capital Financial Advisers, LLC | 11,088 | $213.7K | 0.00% | −2,277−17.0% | Reduced |
| Raymond James Trust N.A. | 11,430 | $220.3K | 0.01% | −139−1.2% | Reduced |
| Rhumbline Advisers | 11,451 | $220.7K | 0.00% | −118−1.0% | Reduced |
| Signaturefd, LLC | 11,553 | $222.6K | 0.00% | −3,373−22.6% | Reduced |
| Covenant Partners, LLC | 11,893 | $229.2K | 0.07% | −15,605−56.7% | Reduced |
| Pacer Advisors, Inc. | 11,898 | $229.3K | 0.00% | −444−3.6% | Reduced |
| QRG Capital Management, Inc. | 12,413 | $239.2K | 0.00% | −5,908−32.2% | 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 |
| Wealth Alliance | 13,294 | $256.2K | 0.03% | −4,413−24.9% | Reduced |
| Mercer Global Advisors Inc | 13,611 | $262.0K | 0.00% | +4,385+47.5% | Added |
| Park Avenue Securities LLC | 13,683 | $264.0K | 0.00% | +2,701+24.6% | Added |
| Cresset Asset Management, LLC | 14,757 | $284.4K | 0.00% | +1,985+15.5% | Added |
| US Bancorp | 14,939 | $287.9K | 0.00% | −7,172−32.4% | Reduced |
| Citigroup Inc | 15,891 | $306.2K | 0.00% | +5,751+56.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,481 | $317.6K | 0.05% | −3,503−17.5% | Reduced |