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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 11,757 | $217.3K | 0.00% | −745−6.0% | Reduced |
| Pacer Advisors, Inc. | 11,562 | $214.4K | 0.00% | −191−1.6% | Reduced |
| Vident Advisory, LLC | 11,490 | $213.0K | 0.01% | −9,593−45.5% | Reduced |
| Raymond James Trust N.A. | 11,407 | $211.5K | 0.00% | +231+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,307 | $209.6K | 0.00% | +11,307 | New |
| First Affirmative Financial Network | 10,827 | $200.7K | 0.11% | +10,827 | New |
| Jane Street Group, LLC | 10,735 | $199.0K | 0.00% | +10,735 | New |
| The PNC Financial Services Group, Inc. | 10,714 | $198.6K | 0.00% | −1,742−14.0% | Reduced |
| Barometer Capital Management Inc. | 10,700 | $198.4K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,461 | $193.9K | 0.00% | −9,398−47.3% | Reduced |
| Cetera Investment Advisers | 10,403 | $192.9K | 0.00% | +10,403 | New |
| Advisor Group Holdings, Inc. | 9,961 | $184.8K | 0.00% | −836−7.7% | Reduced |
| Ronald Blue Trust, Inc. | 9,735 | $178.3K | 0.00% | +7,036+260.7% | Added |
| Cetera Trust Company, N.A | 9,495 | $176.0K | 0.11% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,319 | $172.8K | 0.00% | +3,640+64.1% | Added |
| US Bancorp | 9,220 | $170.9K | 0.00% | −5,851−38.8% | Reduced |
| Quadrant Capital Group LLC | 8,519 | $157.9K | 0.01% | −559−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,119 | $150.5K | 0.00% | −135−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,057 | $130.8K | 0.00% | +2,394+51.3% | Added |
| Lazard Asset Management LLC | 5,377 | $99.0K | 0.00% | −294−5.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,040 | $74.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 4,032 | $74.8K | 0.00% | −55,693−93.2% | Reduced |
| Paradigm Asset Management Co LLC | 3,800 | $70.5K | 0.02% | −700−15.6% | Reduced |
| Parallel Advisors, LLC | 3,087 | $57.2K | 0.00% | +1,023+49.6% | Added |
| Bruce G. Allen Investments, LLC | 2,370 | $43.9K | 0.03% | −6−0.3% | Reduced |
| Geneos Wealth Management Inc. | 2,285 | $42.4K | 0.00% | +2,186+2,208.1% | Added |
| National Bank of Canada | 1,993 | $37.0K | 0.00% | −5,129−72.0% | Reduced |
| Principal Securities, Inc. | 1,756 | $32.6K | 0.00% | +106+6.4% | Added |
| Grove Bank & Trust | 1,464 | $27.1K | 0.00% | −21−1.4% | Reduced |
| Farther Finance Advisors, LLC | 1,347 | $25.0K | 0.00% | −34−2.5% | Reduced |
| Lindbrook Capital, LLC | 1,235 | $22.9K | 0.00% | −319−20.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,193 | $22.1K | 0.00% | −1,029−46.3% | Reduced |
| GAMMA Investing LLC | 1,176 | $21.8K | 0.00% | +318+37.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 949 | $17.6K | 0.00% | −273−22.3% | Reduced |
| Proequities, Inc. | 941 | $17.6K | 0.00% | +45+5.0% | Added |
| Rothschild Investment LLC | 945 | $17.5K | 0.00% | −361−27.6% | Reduced |
| FinTrust Capital Advisors, LLC | 830 | $15.4K | 0.00% | +221+36.3% | Added |
| CWM, LLC | 783 | $15.0K | 0.00% | −738−48.5% | Reduced |
| Continuum Advisory, LLC | 938 | $14.9K | 0.00% | −75−7.4% | Reduced |
| Rise Advisors, LLC | 712 | $13.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 741 | $13.0K | 0.00% | −2,558−77.5% | Reduced |
| Jones Financial Companies LLLP | 663 | $12.3K | 0.00% | +178+36.7% | Added |
| Steward Partners Investment Advisory, LLC | 561 | $10.4K | 0.00% | +41+7.9% | Added |
| Hexagon Capital Partners LLC | 536 | $9.94K | 0.00% | −9−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 502 | $9.31K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 500 | $9.27K | 0.00% | −338−40.3% | Reduced |
| AlphaMark Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 485 | $8.99K | 0.01% | +485 | New |
| First Horizon Advisors, Inc. | 459 | $8.51K | 0.00% | −8−1.7% | Reduced |
| Smartleaf Asset Management LLC | 359 | $6.66K | 0.00% | +258+255.4% | Added |
| CoreCap Advisors, LLC | 332 | $6.16K | 0.00% | +124+59.6% | Added |
| Spire Wealth Management | 329 | $6.10K | 0.00% | +329 | New |
| Venturi Wealth Management, LLC | 296 | $5.49K | 0.00% | +296 | New |
| WealthCollab, LLC | 277 | $5.14K | 0.00% | −78−22.0% | Reduced |
| Zions Bancorporation, N.A. | 256 | $4.75K | 0.00% | −172−40.2% | Reduced |
| HighMark Wealth Management LLC | 252 | $4.67K | 0.00% | −13−4.9% | Reduced |
| Allworth Financial LP | 244 | $4.52K | 0.00% | −60−19.7% | Reduced |
| Federated Hermes, Inc. | 227 | $4.21K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 224 | $4.15K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 242 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 226 | $4.00K | 0.00% | +111+96.5% | Added |
| JFS Wealth Advisors, LLC | 203 | $3.76K | 0.00% | +53+35.3% | Added |
| GWM Advisors LLC | 192 | $3.55K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 191 | $3.52K | 0.00% | −9,644−98.1% | Reduced |
| CIBC Private Wealth Group, LLC | 184 | $3.41K | 0.00% | −793−81.2% | Reduced |
| IFP Advisors, Inc | 179 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 167 | $3.10K | 0.00% | +167 | New |
| GW&K Investment Management, LLC | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 160 | $2.97K | 0.00% | +160 | New |
| Toronto Dominion Bank | 156 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 139 | $2.58K | 0.00% | +30+27.5% | Added |
| Colonial Trust Co | 132 | $2.45K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 130 | $2.00K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 101 | $1.87K | 0.00% | −29−22.3% | Reduced |
| Fifth Third Bancorp | 67 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 48 | $890 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $816 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 47 | $790 | 0.00% | +27+135.0% | Added |
| Bell Investment Advisors, Inc | 31 | $575 | 0.00% | −28−47.5% | Reduced |
| LRI Investments, LLC | 36 | $571 | 0.00% | +36 | New |
| Huntington National Bank | 30 | $556 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 26 | $483 | 0.00% | +1+4.0% | Added |
| ClariVest Asset Management LLC | 23 | $425 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $411 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $408 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 21 | $389 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $260 | 0.00% | −4−22.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $148 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 0 | $8 | 0.00% | 0 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −82,800−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −56,180−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −37,020−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,943−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −28,222−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −28,189−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −23,934−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −19,888−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −16,990−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,872−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −16,126−100.0% | Sold out |