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, Q2 2024
Institutional positions in Prudential PLC as of Jun 30, 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
- 191
- +13 vs. Q1 2024
- Shares held
- 28.9M
- +126.5K (+0.4%) vs. Q1 2024
- Total value
- $529.9M
- −$24.1M (−4.4%) vs. Q1 2024
- New holders
- 27
- 85 more added
- Sold out
- 14
- 62 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8 | $147 | 0.00% | −31−79.5% | Reduced |
| Cornerstone Planning Group LLC | 20 | $327 | 0.00% | −8−28.6% | Reduced |
| Abound Wealth Management | 18 | $330 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 21 | $385 | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $403 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $403 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 23 | $425 | 0.00% | +8+53.3% | Added |
| Mendota Financial Group, LLC | 25 | $458 | 0.00% | +25 | New |
| Huntington National Bank | 30 | $550 | 0.00% | −99−76.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 29 | $559 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $806 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $880 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 59 | $1.08K | 0.00% | −1,055−94.7% | Reduced |
| Bell Investment Advisors, Inc | 59 | $1.08K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 67 | $1.23K | 0.00% | −419−86.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 69 | $1.26K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 72 | $1.32K | 0.00% | +72 | New |
| Family Firm, Inc. | 74 | $1.36K | 0.00% | +74 | New |
| Wiser Advisor Group LLC | 82 | $1.50K | 0.00% | +1+1.2% | Added |
| Geneos Wealth Management Inc. | 99 | $1.81K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 101 | $1.86K | 0.00% | +64+173.0% | Added |
| Lynx Investment Advisory | 108 | $1.98K | 0.00% | +108 | New |
| Cullen/Frost Bankers, Inc. | 109 | $2.00K | 0.00% | +109 | New |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $2.38K | 0.00% | −21−13.9% | Reduced |
| Colonial Trust Co | 132 | $2.44K | 0.00% | −86−39.4% | Reduced |
| JFS Wealth Advisors, LLC | 150 | $2.75K | 0.00% | −13−8.0% | Reduced |
| Toronto Dominion Bank | 156 | $2.86K | 0.00% | +156 | New |
| GW&K Investment Management, LLC | 186 | $3.00K | 0.00% | +1+0.5% | Added |
| IFP Advisors, Inc | 179 | $3.28K | 0.00% | +70+64.2% | Added |
| GWM Advisors LLC | 192 | $3.51K | 0.00% | −45−19.0% | Reduced |
| CoreCap Advisors, LLC | 208 | $3.81K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 242 | $4.00K | 0.00% | +74+44.0% | Added |
| Global Retirement Partners, LLC | 224 | $4.11K | 0.00% | −79−26.1% | Reduced |
| Federated Hermes, Inc. | 227 | $4.16K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 265 | $4.86K | 0.00% | +38+16.7% | Added |
| Carolinas Wealth Consulting LLC | 279 | $5.11K | 0.00% | +200+253.2% | Added |
| Allworth Financial LP | 304 | $5.56K | 0.00% | −178−36.9% | Reduced |
| Bokf, NA | 337 | $6.17K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 351 | $6.43K | 0.00% | +351 | New |
| WealthCollab, LLC | 355 | $6.50K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 428 | $7.84K | 0.00% | +92+27.4% | Added |
| First Horizon Advisors, Inc. | 467 | $8.55K | 0.00% | +83+21.6% | Added |
| Jones Financial Companies LLLP | 485 | $8.88K | 0.00% | +485 | New |
| AlphaMark Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $9.16K | 0.00% | +500 | New |
| Ramirez Asset Management, Inc. | 502 | $9.20K | 0.00% | −191,333−99.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 520 | $9.53K | 0.00% | −56−9.7% | Reduced |
| Hexagon Capital Partners LLC | 545 | $9.98K | 0.00% | −3−0.5% | Reduced |
| Headlands Technologies LLC | 556 | $10.2K | 0.00% | −440−44.2% | Reduced |
| FinTrust Capital Advisors, LLC | 609 | $11.2K | 0.00% | −62−9.2% | Reduced |
| Rise Advisors, LLC | 712 | $13.0K | 0.01% | +10+1.4% | Added |
| GAMMA Investing LLC | 858 | $15.7K | 0.00% | −17−1.9% | Reduced |
| Mather Group, LLC. | 838 | $16.1K | 0.00% | −22−2.6% | Reduced |
| Proequities, Inc. | 896 | $16.4K | 0.00% | +172+23.8% | Added |
| CIBC Private Wealth Group, LLC | 977 | $18.1K | 0.00% | +130+15.3% | Added |
| Continuum Advisory, LLC | 1,013 | $18.6K | 0.00% | −212−17.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,222 | $22.4K | 0.00% | −741−37.7% | Reduced |
| Rothschild Investment LLC | 1,306 | $23.9K | 0.00% | +1,147+721.4% | Added |
| Farther Finance Advisors, LLC | 1,381 | $25.2K | 0.00% | +570+70.3% | Added |
| Grove Bank & Trust | 1,485 | $27.2K | 0.00% | −366−19.8% | Reduced |
| CWM, LLC | 1,521 | $28.0K | 0.00% | −1,077−41.5% | Reduced |
| Lindbrook Capital, LLC | 1,554 | $28.5K | 0.00% | +650+71.9% | Added |
| Principal Securities, Inc. | 1,650 | $30.2K | 0.00% | +303+22.5% | Added |
| Parallel Advisors, LLC | 2,064 | $37.8K | 0.00% | +412+24.9% | Added |
| EverSource Wealth Advisors, LLC | 2,222 | $40.4K | 0.00% | +699+45.9% | Added |
| Bruce G. Allen Investments, LLC | 2,376 | $43.5K | 0.04% | +2,376 | New |
| Cromwell Holdings LLC | 2,738 | $50.2K | 0.03% | +2,738 | New |
| Ronald Blue Trust, Inc. | 2,699 | $52.0K | 0.00% | +1,806+202.2% | Added |
| Quantbot Technologies LP | 3,135 | $57.4K | 0.00% | +3,135 | New |
| Simplex Trading, LLC | 3,299 | $60.0K | 0.00% | +3,299 | New |
| Aquatic Capital Management LLC | 3,300 | $60.5K | 0.00% | −7,500−69.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,040 | $74.0K | 0.00% | +3,297+443.7% | Added |
| Advisors Preferred, LLC | 4,393 | $80.1K | 0.01% | +4,393 | New |
| Paradigm Asset Management Co LLC | 4,500 | $82.4K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,663 | $85.4K | 0.00% | +760+19.5% | Added |
| Lazard Asset Management LLC | 5,671 | $103.0K | 0.00% | −421−6.9% | Reduced |
| Russell Investments Group, Ltd. | 5,679 | $104.0K | 0.00% | +2,967+109.4% | Added |
| SYSTM Wealth Solutions LLC | 6,439 | $118.0K | 0.03% | −2,104−24.6% | Reduced |
| National Bank of Canada | 7,122 | $129.4K | 0.00% | +399+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 8,254 | $151.2K | 0.00% | +2,507+43.6% | Added |
| Quadrant Capital Group LLC | 9,078 | $166.3K | 0.01% | +3,326+57.8% | Added |
| Cetera Trust Company, N.A | 9,495 | $173.9K | 0.11% | +450+5.0% | Added |
| TD Waterhouse Canada Inc. | 9,835 | $179.2K | 0.00% | −89−0.9% | Reduced |
| Ritholtz Wealth Management | 10,349 | $189.6K | 0.01% | +10,349 | New |
| Barometer Capital Management Inc. | 10,700 | $196.0K | 0.08% | +10,700 | New |
| Advisor Group Holdings, Inc. | 10,797 | $197.8K | 0.00% | +4,228+64.4% | Added |
| Advisor OS, LLC | 10,906 | $199.8K | 0.02% | +174+1.6% | Added |
| QRG Capital Management, Inc. | 11,175 | $204.7K | 0.00% | −1,238−10.0% | Reduced |
| Raymond James Trust N.A. | 11,176 | $204.7K | 0.00% | −254−2.2% | Reduced |
| Rhumbline Advisers | 11,652 | $213.5K | 0.00% | +201+1.8% | Added |
| Pacer Advisors, Inc. | 11,753 | $215.3K | 0.00% | −145−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,905 | $218.1K | 0.00% | +11,905 | New |
| Gallacher Capital Management LLC | 12,043 | $220.6K | 0.12% | +12,043 | New |
| RSM US Wealth Management LLC | 12,502 | $228.0K | 0.00% | +12,502 | New |
| The PNC Financial Services Group, Inc. | 12,456 | $228.2K | 0.00% | −9,968−44.5% | Reduced |
| Susquehanna International Group, LLP | 14,634 | $268.1K | 0.00% | +14,634 | New |
| Ameriprise Financial Inc | 14,660 | $268.6K | 0.00% | +4,089+38.7% | Added |
| US Bancorp | 15,071 | $276.1K | 0.00% | +132+0.9% | Added |
| Rockefeller Capital Management L.P. | 16,126 | $295.9K | 0.00% | −6,769−29.6% | Reduced |