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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 10,410 | $200.6K | 0.00% | +379+3.8% | Added |
| Vident Advisory, LLC | 10,237 | $197.3K | 0.00% | +10,237 | New |
| Prudential Financial Inc | 10,045 | $193.6K | 0.00% | −689−6.4% | Reduced |
| TD Waterhouse Canada Inc. | 9,924 | $187.1K | 0.00% | +1,439+17.0% | Added |
| Cetera Trust Company, N.A | 9,045 | $174.3K | 0.10% | +4,225+87.7% | Added |
| SYSTM Wealth Solutions LLC | 8,543 | $164.6K | 0.02% | −3,611−29.7% | Reduced |
| National Bank of Canada | 6,723 | $135.3K | 0.00% | +4,622+220.0% | Added |
| Advisor Group Holdings, Inc. | 6,569 | $126.6K | 0.00% | −51,814−88.7% | Reduced |
| Lazard Asset Management LLC | 6,092 | $117.0K | 0.00% | −2,082−25.5% | Reduced |
| Quadrant Capital Group LLC | 5,752 | $110.8K | 0.01% | −618−9.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,747 | $110.7K | 0.00% | +2,667+86.6% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $86.7K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,903 | $75.2K | 0.00% | +3,903 | New |
| Russell Investments Group, Ltd. | 2,712 | $52.3K | 0.00% | +1,342+98.0% | Added |
| CWM, LLC | 2,598 | $50.0K | 0.00% | +22+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,963 | $37.8K | 0.00% | +1,963 | New |
| Grove Bank & Trust | 1,851 | $35.7K | 0.01% | +124+7.2% | Added |
| Tower Research Capital LLC (TRC) | 1,739 | $33.5K | 0.00% | −3,282−65.4% | Reduced |
| Parallel Advisors, LLC | 1,652 | $31.8K | 0.00% | +553+50.3% | Added |
| Groupama Asset Managment | 3,149 | $29.6K | 0.00% | +3,149 | New |
| EverSource Wealth Advisors, LLC | 1,523 | $26.7K | 0.00% | −4,350−74.1% | Reduced |
| Principal Securities, Inc. | 1,347 | $25.9K | 0.00% | +111+9.0% | Added |
| Continuum Advisory, LLC | 1,225 | $24.3K | 0.00% | +1,225 | New |
| Umb Bank N A | 1,114 | $21.5K | 0.00% | +299+36.7% | Added |
| Mather Group, LLC. | 860 | $19.3K | 0.00% | +860 | New |
| Headlands Technologies LLC | 996 | $19.2K | 0.00% | +939+1,647.4% | Added |
| Lindbrook Capital, LLC | 904 | $17.4K | 0.00% | −167−15.6% | Reduced |
| Ronald Blue Trust, Inc. | 893 | $17.2K | 0.00% | −203−18.5% | Reduced |
| GAMMA Investing LLC | 875 | $16.9K | 0.00% | −197−18.4% | Reduced |
| CIBC Private Wealth Group, LLC | 847 | $16.1K | 0.00% | +847 | New |
| Farther Finance Advisors, LLC | 811 | $15.4K | 0.00% | +227+38.9% | Added |
| Federation des caisses Desjardins du Quebec | 743 | $14.3K | 0.00% | −854−53.5% | Reduced |
| Proequities, Inc. | 724 | $14.0K | 0.00% | +480+196.7% | Added |
| Rise Advisors, LLC | 702 | $13.5K | 0.01% | +702 | New |
| FinTrust Capital Advisors, LLC | 671 | $12.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 582 | $11.2K | 0.01% | −1,628−73.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 576 | $11.1K | 0.00% | +103+21.8% | Added |
| Hexagon Capital Partners LLC | 548 | $10.6K | 0.00% | −671−55.0% | Reduced |
| AlphaMark Advisors, LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 486 | $9.37K | 0.00% | −233−32.4% | Reduced |
| Allworth Financial LP | 482 | $9.29K | 0.00% | +364+308.5% | Added |
| Brown Brothers Harriman & Co | 448 | $8.63K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 407 | $7.84K | 0.00% | +407 | New |
| First Horizon Advisors, Inc. | 384 | $7.40K | 0.00% | −434−53.1% | Reduced |
| WealthCollab, LLC | 355 | $6.84K | 0.01% | +355 | New |
| Zions Bancorporation, N.A. | 336 | $6.47K | 0.00% | −35−9.4% | Reduced |
| Bokf, NA | 337 | $6.40K | 0.00% | −111−24.8% | Reduced |
| Global Retirement Partners, LLC | 303 | $5.84K | 0.00% | −49−13.9% | Reduced |
| GWM Advisors LLC | 237 | $4.57K | 0.00% | +104+78.2% | Added |
| HHM Wealth Advisors, LLC | 227 | $4.38K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 227 | $4.37K | 0.00% | −109−32.4% | Reduced |
| Colonial Trust Co | 218 | $4.21K | 0.00% | −63−22.4% | Reduced |
| CoreCap Advisors, LLC | 208 | $4.01K | 0.00% | +208 | New |
| GW&K Investment Management, LLC | 185 | $4.00K | 0.00% | +35+23.3% | Added |
| HighMark Wealth Management LLC | 227 | $3.81K | 0.00% | +122+116.2% | Added |
| JFS Wealth Advisors, LLC | 163 | $3.14K | 0.00% | +25+18.1% | Added |
| Rothschild Investment LLC | 159 | $3.06K | 0.00% | −64−28.7% | Reduced |
| NBC Securities, Inc. | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $2.91K | 0.00% | −22−12.7% | Reduced |
| Credential Qtrade Securities Inc. | 139 | $2.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 129 | $2.49K | 0.00% | +129 | New |
| IFP Advisors, Inc | 109 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | +115 | New |
| Geneos Wealth Management Inc. | 99 | $1.91K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 81 | $1.56K | 0.00% | −8−9.0% | Reduced |
| Carolinas Wealth Consulting LLC | 79 | $1.52K | 0.00% | −107−57.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 69 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $1.14K | 0.00% | +2+3.5% | Added |
| Baillie Gifford & Co | 49 | $944 | 0.00% | −49−50.0% | Reduced |
| Sandy Spring Bank | 48 | $925 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $848 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $752 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 37 | $714 | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 28 | $532 | 0.00% | +12+75.0% | Added |
| Wetzel Investment Advisors, Inc. | 29 | $523 | 0.00% | −89−75.4% | Reduced |
| Raffa Wealth Management, LLC | 22 | $424 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $424 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $347 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 15 | $290 | 0.00% | −7−31.8% | Reduced |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −182,682−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −47,658−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −45,057−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −36,148−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,514−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,417−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −20,864−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −20,575−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −15,491−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −12,246−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −12,117−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −11,352−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −10,416−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −10,228−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −9,349−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −448−100.0% | Sold out |