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, Q3 2024
Institutional positions in Prudential PLC as of Sep 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
- 189
- −1 vs. Q2 2024
- Shares held
- 28.8M
- +2.79M (+10.7%) vs. Q2 2024
- Total value
- $524.8M
- +$47.6M (+10.0%) vs. Q2 2024
- New holders
- 31
- 61 more added
- Sold out
- 32
- 73 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 0 | $8 | 0.00% | 0 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $148 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $260 | 0.00% | −4−22.2% | Reduced |
| Creekmur Asset Management LLC | 21 | $389 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $408 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $411 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 23 | $425 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 26 | $483 | 0.00% | +1+4.0% | Added |
| Huntington National Bank | 30 | $556 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $571 | 0.00% | +36 | New |
| Bell Investment Advisors, Inc | 31 | $575 | 0.00% | −28−47.5% | Reduced |
| Cornerstone Planning Group LLC | 47 | $790 | 0.00% | +27+135.0% | Added |
| Investors Research Corp | 44 | $816 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $890 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 67 | $1.24K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $1.87K | 0.00% | −29−22.3% | Reduced |
| Financial Management Professionals, Inc. | 130 | $2.00K | 0.00% | +130 | New |
| Colonial Trust Co | 132 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 139 | $2.58K | 0.00% | +30+27.5% | Added |
| Toronto Dominion Bank | 156 | $2.89K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 160 | $2.97K | 0.00% | +160 | New |
| GW&K Investment Management, LLC | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 167 | $3.10K | 0.00% | +167 | New |
| IFP Advisors, Inc | 179 | $3.32K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 184 | $3.41K | 0.00% | −793−81.2% | Reduced |
| TD Waterhouse Canada Inc. | 191 | $3.52K | 0.00% | −9,644−98.1% | Reduced |
| GWM Advisors LLC | 192 | $3.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 203 | $3.76K | 0.00% | +53+35.3% | Added |
| NBC Securities, Inc. | 242 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 226 | $4.00K | 0.00% | +111+96.5% | Added |
| Global Retirement Partners, LLC | 224 | $4.15K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 227 | $4.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 244 | $4.52K | 0.00% | −60−19.7% | Reduced |
| HighMark Wealth Management LLC | 252 | $4.67K | 0.00% | −13−4.9% | Reduced |
| Zions Bancorporation, N.A. | 256 | $4.75K | 0.00% | −172−40.2% | Reduced |
| WealthCollab, LLC | 277 | $5.14K | 0.00% | −78−22.0% | Reduced |
| Venturi Wealth Management, LLC | 296 | $5.49K | 0.00% | +296 | New |
| Spire Wealth Management | 329 | $6.10K | 0.00% | +329 | New |
| CoreCap Advisors, LLC | 332 | $6.16K | 0.00% | +124+59.6% | Added |
| Smartleaf Asset Management LLC | 359 | $6.66K | 0.00% | +258+255.4% | Added |
| First Horizon Advisors, Inc. | 459 | $8.51K | 0.00% | −8−1.7% | Reduced |
| Paladin Wealth, LLC | 485 | $8.99K | 0.01% | +485 | New |
| AlphaMark Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 500 | $9.27K | 0.00% | −338−40.3% | Reduced |
| Ramirez Asset Management, Inc. | 502 | $9.31K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 536 | $9.94K | 0.00% | −9−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 561 | $10.4K | 0.00% | +41+7.9% | Added |
| Jones Financial Companies LLLP | 663 | $12.3K | 0.00% | +178+36.7% | Added |
| Simplex Trading, LLC | 741 | $13.0K | 0.00% | −2,558−77.5% | Reduced |
| Rise Advisors, LLC | 712 | $13.2K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 938 | $14.9K | 0.00% | −75−7.4% | Reduced |
| CWM, LLC | 783 | $15.0K | 0.00% | −738−48.5% | Reduced |
| FinTrust Capital Advisors, LLC | 830 | $15.4K | 0.00% | +221+36.3% | Added |
| Rothschild Investment LLC | 945 | $17.5K | 0.00% | −361−27.6% | Reduced |
| Proequities, Inc. | 941 | $17.6K | 0.00% | +45+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 949 | $17.6K | 0.00% | −273−22.3% | Reduced |
| GAMMA Investing LLC | 1,176 | $21.8K | 0.00% | +318+37.1% | Added |
| EverSource Wealth Advisors, LLC | 1,193 | $22.1K | 0.00% | −1,029−46.3% | Reduced |
| Lindbrook Capital, LLC | 1,235 | $22.9K | 0.00% | −319−20.5% | Reduced |
| Farther Finance Advisors, LLC | 1,347 | $25.0K | 0.00% | −34−2.5% | Reduced |
| Grove Bank & Trust | 1,464 | $27.1K | 0.00% | −21−1.4% | Reduced |
| Principal Securities, Inc. | 1,756 | $32.6K | 0.00% | +106+6.4% | Added |
| National Bank of Canada | 1,993 | $37.0K | 0.00% | −5,129−72.0% | Reduced |
| Geneos Wealth Management Inc. | 2,285 | $42.4K | 0.00% | +2,186+2,208.1% | Added |
| Bruce G. Allen Investments, LLC | 2,370 | $43.9K | 0.03% | −6−0.3% | Reduced |
| Parallel Advisors, LLC | 3,087 | $57.2K | 0.00% | +1,023+49.6% | Added |
| Paradigm Asset Management Co LLC | 3,800 | $70.5K | 0.02% | −700−15.6% | Reduced |
| Truist Financial Corp | 4,032 | $74.8K | 0.00% | −55,693−93.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,040 | $74.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,377 | $99.0K | 0.00% | −294−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,057 | $130.8K | 0.00% | +2,394+51.3% | Added |
| Northwestern Mutual Wealth Management Co | 8,119 | $150.5K | 0.00% | −135−1.6% | Reduced |
| Quadrant Capital Group LLC | 8,519 | $157.9K | 0.01% | −559−6.2% | Reduced |
| US Bancorp | 9,220 | $170.9K | 0.00% | −5,851−38.8% | Reduced |
| Russell Investments Group, Ltd. | 9,319 | $172.8K | 0.00% | +3,640+64.1% | Added |
| Cetera Trust Company, N.A | 9,495 | $176.0K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,735 | $178.3K | 0.00% | +7,036+260.7% | Added |
| Advisor Group Holdings, Inc. | 9,961 | $184.8K | 0.00% | −836−7.7% | Reduced |
| Cetera Investment Advisers | 10,403 | $192.9K | 0.00% | +10,403 | New |
| Signaturefd, LLC | 10,461 | $193.9K | 0.00% | −9,398−47.3% | Reduced |
| Barometer Capital Management Inc. | 10,700 | $198.4K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,714 | $198.6K | 0.00% | −1,742−14.0% | Reduced |
| Jane Street Group, LLC | 10,735 | $199.0K | 0.00% | +10,735 | New |
| First Affirmative Financial Network | 10,827 | $200.7K | 0.11% | +10,827 | New |
| Envestnet Portfolio Solutions, Inc. | 11,307 | $209.6K | 0.00% | +11,307 | New |
| Raymond James Trust N.A. | 11,407 | $211.5K | 0.00% | +231+2.1% | Added |
| Vident Advisory, LLC | 11,490 | $213.0K | 0.01% | −9,593−45.5% | Reduced |
| Pacer Advisors, Inc. | 11,562 | $214.4K | 0.00% | −191−1.6% | Reduced |
| RSM US Wealth Management LLC | 11,757 | $217.3K | 0.00% | −745−6.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,254 | $227.2K | 0.01% | +12,254 | New |
| NewEdge Wealth, LLC | 12,654 | $234.6K | 0.00% | +12,654 | New |
| Gallacher Capital Management LLC | 13,019 | $241.4K | 0.11% | +976+8.1% | Added |
| Rhumbline Advisers | 13,447 | $249.3K | 0.00% | +1,795+15.4% | Added |
| Veriti Management LLC | 13,829 | $256.4K | 0.01% | −4,951−26.4% | Reduced |
| MQS Management LLC | 13,888 | $257.5K | 0.14% | +13,888 | New |
| United Capital Financial Advisers, LLC | 13,892 | $257.6K | 0.00% | −3,107−18.3% | Reduced |
| Mercer Global Advisors Inc | 14,029 | $259.3K | 0.00% | −2,724−16.3% | Reduced |
| Cerity Partners LLC | 14,069 | $260.8K | 0.00% | −8,322−37.2% | Reduced |
| Park Avenue Securities LLC | 15,094 | $280.0K | 0.00% | −2,024−11.8% | Reduced |
| Janney Montgomery Scott LLC | 15,860 | $294.0K | 0.00% | −751−4.5% | Reduced |