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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 11,652 | $213.5K | 0.00% | +201+1.8% | Added |
| Raymond James Trust N.A. | 11,176 | $204.7K | 0.00% | −254−2.2% | Reduced |
| QRG Capital Management, Inc. | 11,175 | $204.7K | 0.00% | −1,238−10.0% | Reduced |
| Advisor OS, LLC | 10,906 | $199.8K | 0.02% | +174+1.6% | Added |
| Advisor Group Holdings, Inc. | 10,797 | $197.8K | 0.00% | +4,228+64.4% | Added |
| Barometer Capital Management Inc. | 10,700 | $196.0K | 0.08% | +10,700 | New |
| Ritholtz Wealth Management | 10,349 | $189.6K | 0.01% | +10,349 | New |
| TD Waterhouse Canada Inc. | 9,835 | $179.2K | 0.00% | −89−0.9% | Reduced |
| Cetera Trust Company, N.A | 9,495 | $173.9K | 0.11% | +450+5.0% | Added |
| Quadrant Capital Group LLC | 9,078 | $166.3K | 0.01% | +3,326+57.8% | Added |
| Northwestern Mutual Wealth Management Co | 8,254 | $151.2K | 0.00% | +2,507+43.6% | Added |
| National Bank of Canada | 7,122 | $129.4K | 0.00% | +399+5.9% | Added |
| SYSTM Wealth Solutions LLC | 6,439 | $118.0K | 0.03% | −2,104−24.6% | Reduced |
| Russell Investments Group, Ltd. | 5,679 | $104.0K | 0.00% | +2,967+109.4% | Added |
| Lazard Asset Management LLC | 5,671 | $103.0K | 0.00% | −421−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,663 | $85.4K | 0.00% | +760+19.5% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $82.4K | 0.02% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,393 | $80.1K | 0.01% | +4,393 | New |
| Federation des caisses Desjardins du Quebec | 4,040 | $74.0K | 0.00% | +3,297+443.7% | Added |
| Aquatic Capital Management LLC | 3,300 | $60.5K | 0.00% | −7,500−69.4% | Reduced |
| Simplex Trading, LLC | 3,299 | $60.0K | 0.00% | +3,299 | New |
| Quantbot Technologies LP | 3,135 | $57.4K | 0.00% | +3,135 | New |
| Ronald Blue Trust, Inc. | 2,699 | $52.0K | 0.00% | +1,806+202.2% | Added |
| Cromwell Holdings LLC | 2,738 | $50.2K | 0.03% | +2,738 | New |
| Bruce G. Allen Investments, LLC | 2,376 | $43.5K | 0.04% | +2,376 | New |
| EverSource Wealth Advisors, LLC | 2,222 | $40.4K | 0.00% | +699+45.9% | Added |
| Parallel Advisors, LLC | 2,064 | $37.8K | 0.00% | +412+24.9% | Added |
| Principal Securities, Inc. | 1,650 | $30.2K | 0.00% | +303+22.5% | Added |
| Lindbrook Capital, LLC | 1,554 | $28.5K | 0.00% | +650+71.9% | Added |
| CWM, LLC | 1,521 | $28.0K | 0.00% | −1,077−41.5% | Reduced |
| Grove Bank & Trust | 1,485 | $27.2K | 0.00% | −366−19.8% | Reduced |
| Farther Finance Advisors, LLC | 1,381 | $25.2K | 0.00% | +570+70.3% | Added |
| Rothschild Investment LLC | 1,306 | $23.9K | 0.00% | +1,147+721.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,222 | $22.4K | 0.00% | −741−37.7% | Reduced |
| Continuum Advisory, LLC | 1,013 | $18.6K | 0.00% | −212−17.3% | Reduced |
| CIBC Private Wealth Group, LLC | 977 | $18.1K | 0.00% | +130+15.3% | Added |
| Proequities, Inc. | 896 | $16.4K | 0.00% | +172+23.8% | Added |
| Mather Group, LLC. | 838 | $16.1K | 0.00% | −22−2.6% | Reduced |
| GAMMA Investing LLC | 858 | $15.7K | 0.00% | −17−1.9% | Reduced |
| Rise Advisors, LLC | 712 | $13.0K | 0.01% | +10+1.4% | Added |
| FinTrust Capital Advisors, LLC | 609 | $11.2K | 0.00% | −62−9.2% | Reduced |
| Headlands Technologies LLC | 556 | $10.2K | 0.00% | −440−44.2% | Reduced |
| Hexagon Capital Partners LLC | 545 | $9.98K | 0.00% | −3−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 520 | $9.53K | 0.00% | −56−9.7% | Reduced |
| Ramirez Asset Management, Inc. | 502 | $9.20K | 0.00% | −191,333−99.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 500 | $9.16K | 0.00% | +500 | New |
| AlphaMark Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 485 | $8.88K | 0.00% | +485 | New |
| First Horizon Advisors, Inc. | 467 | $8.55K | 0.00% | +83+21.6% | Added |
| Zions Bancorporation, N.A. | 428 | $7.84K | 0.00% | +92+27.4% | Added |
| WealthCollab, LLC | 355 | $6.50K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 351 | $6.43K | 0.00% | +351 | New |
| Bokf, NA | 337 | $6.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 304 | $5.56K | 0.00% | −178−36.9% | Reduced |
| Carolinas Wealth Consulting LLC | 279 | $5.11K | 0.00% | +200+253.2% | Added |
| HighMark Wealth Management LLC | 265 | $4.86K | 0.00% | +38+16.7% | Added |
| Federated Hermes, Inc. | 227 | $4.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 224 | $4.11K | 0.00% | −79−26.1% | Reduced |
| NBC Securities, Inc. | 242 | $4.00K | 0.00% | +74+44.0% | Added |
| CoreCap Advisors, LLC | 208 | $3.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 192 | $3.51K | 0.00% | −45−19.0% | Reduced |
| IFP Advisors, Inc | 179 | $3.28K | 0.00% | +70+64.2% | Added |
| GW&K Investment Management, LLC | 186 | $3.00K | 0.00% | +1+0.5% | Added |
| Toronto Dominion Bank | 156 | $2.86K | 0.00% | +156 | New |
| JFS Wealth Advisors, LLC | 150 | $2.75K | 0.00% | −13−8.0% | Reduced |
| Colonial Trust Co | 132 | $2.44K | 0.00% | −86−39.4% | Reduced |
| Parkside Financial Bank & Trust | 130 | $2.38K | 0.00% | −21−13.9% | Reduced |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 109 | $2.00K | 0.00% | +109 | New |
| Lynx Investment Advisory | 108 | $1.98K | 0.00% | +108 | New |
| Smartleaf Asset Management LLC | 101 | $1.86K | 0.00% | +64+173.0% | Added |
| Geneos Wealth Management Inc. | 99 | $1.81K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 82 | $1.50K | 0.00% | +1+1.2% | Added |
| Family Firm, Inc. | 74 | $1.36K | 0.00% | +74 | New |
| Brown Financial Advisors | 72 | $1.32K | 0.00% | +72 | New |
| Sugarloaf Wealth Management, LLC | 69 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 67 | $1.23K | 0.00% | −419−86.2% | Reduced |
| 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 |
| Sandy Spring Bank | 48 | $880 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $806 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 29 | $559 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $550 | 0.00% | −99−76.7% | Reduced |
| Mendota Financial Group, LLC | 25 | $458 | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 23 | $425 | 0.00% | +8+53.3% | Added |
| Raffa Wealth Management, LLC | 22 | $403 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $403 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 21 | $385 | 0.00% | +21 | New |
| Abound Wealth Management | 18 | $330 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $327 | 0.00% | −8−28.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $147 | 0.00% | −31−79.5% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −467,411−100.0% | Sold out |
| Altrius Capital Management Inc | 0 | $0 | 0.00% | −375,160−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −183,696−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −53,929−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,168−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −13,168−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,410−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |