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, Q4 2024
Institutional positions in Prudential PLC as of Dec 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
- 169
- −16 vs. Q3 2024
- Shares held
- 25.2M
- −3.30M (−11.6%) vs. Q3 2024
- Total value
- $402.4M
- −$117.8M (−22.6%) vs. Q3 2024
- New holders
- 32
- 59 more added
- Sold out
- 48
- 66 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 7 | $112 | 0.00% | −94−93.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $128 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9 | $143 | 0.00% | −17,113−99.9% | Reduced |
| Huntington National Bank | 12 | $191 | 0.00% | −18−60.0% | Reduced |
| Abound Wealth Management | 16 | $256 | 0.00% | +2+14.3% | Added |
| Mendota Financial Group, LLC | 17 | $271 | 0.00% | −9−34.6% | Reduced |
| Fairman Group, LLC | 22 | $351 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $351 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $470 | 0.00% | +29 | New |
| LRI Investments, LLC | 36 | $574 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 37 | $590 | 0.00% | +37 | New |
| Fifth Third Bancorp | 40 | $638 | 0.00% | −27−40.3% | Reduced |
| Investors Research Corp | 44 | $701 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 47 | $749 | 0.00% | −41,995−99.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 60 | $957 | 0.00% | +60 | Added |
| TD Waterhouse Canada Inc. | 71 | $1.13K | 0.00% | −120−62.8% | Reduced |
| Nemes Rush Group LLC | 89 | $1.42K | 0.00% | +89 | New |
| UMA Financial Services, Inc. | 95 | $1.51K | 0.00% | +95 | New |
| Kestra Investment Management, LLC | 105 | $1.67K | 0.00% | +105 | New |
| Cornerstone Planning Group LLC | 138 | $2.28K | 0.00% | +91+193.6% | Added |
| GWM Advisors LLC | 172 | $2.74K | 0.00% | −20−10.4% | Reduced |
| IFP Advisors, Inc | 175 | $2.79K | 0.00% | −4−2.2% | Reduced |
| WealthCollab, LLC | 187 | $2.98K | 0.00% | −90−32.5% | Reduced |
| GW&K Investment Management, LLC | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 189 | $3.01K | 0.00% | +22+13.2% | Added |
| Federated Hermes, Inc. | 206 | $3.28K | 0.00% | −21−9.3% | Reduced |
| Carolinas Wealth Consulting LLC | 207 | $3.30K | 0.00% | +207 | New |
| Umb Bank N A | 212 | $3.38K | 0.00% | +212 | New |
| Sierra Ocean, LLC | 217 | $3.46K | 0.00% | +217 | New |
| SBI Securities Co., Ltd. | 223 | $3.56K | 0.00% | +223 | New |
| Global Retirement Partners, LLC | 226 | $3.60K | 0.00% | +2+0.9% | Added |
| Bessemer Group Inc | 226 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 252 | $4.02K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 288 | $4.79K | 0.00% | +288 | New |
| Spire Wealth Management | 345 | $5.50K | 0.00% | +16+4.9% | Added |
| Cromwell Holdings LLC | 403 | $6.42K | 0.00% | +403 | New |
| Mather Group, LLC. | 446 | $7.11K | 0.00% | −54−10.8% | Reduced |
| First Horizon Advisors, Inc. | 459 | $7.32K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 502 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 504 | $8.03K | 0.00% | −689−57.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 514 | $8.19K | 0.00% | −47−8.4% | Reduced |
| Allworth Financial LP | 530 | $8.46K | 0.00% | +286+117.2% | Added |
| Jones Financial Companies LLLP | 642 | $10.2K | 0.00% | −21−3.2% | Reduced |
| Rise Advisors, LLC | 717 | $11.4K | 0.01% | +5+0.7% | Added |
| Lindbrook Capital, LLC | 753 | $12.0K | 0.00% | −482−39.0% | Reduced |
| Continuum Advisory, LLC | 831 | $13.2K | 0.00% | −107−11.4% | Reduced |
| Skopos Labs, Inc. | 883 | $14.1K | 0.00% | +883 | New |
| Proequities, Inc. | 953 | $15.2K | 0.00% | +12+1.3% | Added |
| Venturi Wealth Management, LLC | 962 | $15.3K | 0.00% | +666+225.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 977 | $15.6K | 0.00% | +28+3.0% | Added |
| Rothschild Investment LLC | 1,065 | $17.0K | 0.00% | +120+12.7% | Added |
| MAI Capital Management | 1,350 | $21.5K | 0.00% | +1,350 | New |
| WPG Advisers, LLC | 1,364 | $21.7K | 0.02% | +1,364 | New |
| Farther Finance Advisors, LLC | 1,582 | $25.2K | 0.00% | +235+17.4% | Added |
| Hexagon Capital Partners LLC | 1,617 | $25.8K | 0.00% | +1,081+201.7% | Added |
| Bruce G. Allen Investments, LLC | 1,619 | $25.8K | 0.02% | −751−31.7% | Reduced |
| Grove Bank & Trust | 1,678 | $26.7K | 0.00% | +214+14.6% | Added |
| Smartleaf Asset Management LLC | 1,856 | $29.4K | 0.00% | +1,497+417.0% | Added |
| Whipplewood Advisors, LLC | 1,896 | $30.2K | 0.02% | +1,896 | New |
| Principal Securities, Inc. | 1,912 | $30.5K | 0.00% | +156+8.9% | Added |
| Advisors Preferred, LLC | 1,993 | $31.3K | 0.01% | +1,993 | New |
| Geneos Wealth Management Inc. | 1,974 | $31.5K | 0.00% | −311−13.6% | Reduced |
| GAMMA Investing LLC | 2,303 | $36.7K | 0.00% | +1,127+95.8% | Added |
| CWM, LLC | 2,407 | $38.0K | 0.00% | +1,624+207.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,900 | $46.2K | 0.00% | −1,140−28.2% | Reduced |
| National Bank of Canada | 3,042 | $48.5K | 0.00% | +1,049+52.6% | Added |
| Paradigm Asset Management Co LLC | 3,300 | $52.6K | 0.01% | −500−13.2% | Reduced |
| Cetera Trust Company, N.A | 3,495 | $55.7K | 0.04% | −6,000−63.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,362 | $69.5K | 0.00% | −5,373−55.2% | Reduced |
| Lazard Asset Management LLC | 4,722 | $75.0K | 0.00% | −655−12.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,053 | $80.6K | 0.00% | −4,908−49.3% | Reduced |
| Parallel Advisors, LLC | 5,560 | $88.6K | 0.00% | +2,473+80.1% | Added |
| Russell Investments Group, Ltd. | 9,203 | $146.7K | 0.00% | −116−1.2% | Reduced |
| Ballentine Partners, LLC | 10,202 | $162.6K | 0.00% | +10,202 | New |
| DRW Securities, LLC | 10,612 | $169.2K | 0.01% | +10,612 | New |
| Pacer Advisors, Inc. | 11,088 | $176.7K | 0.00% | −474−4.1% | Reduced |
| RSM US Wealth Management LLC | 11,405 | $180.8K | 0.00% | −352−3.0% | Reduced |
| Entropy Technologies, LP | 11,775 | $187.7K | 0.02% | +11,775 | New |
| Quadrant Capital Group LLC | 12,595 | $200.8K | 0.01% | +4,076+47.8% | Added |
| Park Avenue Securities LLC | 12,701 | $202.0K | 0.00% | −2,393−15.9% | Reduced |
| Susquehanna International Group, LLP | 12,814 | $204.3K | 0.00% | −72,609−85.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,253 | $211.2K | 0.00% | +5,134+63.2% | Added |
| Gallacher Capital Management LLC | 13,330 | $212.5K | 0.11% | +311+2.4% | Added |
| Rhumbline Advisers | 13,431 | $214.1K | 0.00% | −16−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 14,006 | $223.3K | 0.00% | +114+0.8% | Added |
| Evergreen Capital Management LLC | 14,030 | $223.6K | 0.01% | +14,030 | New |
| Citigroup Inc | 14,084 | $224.5K | 0.00% | −76,933−84.5% | Reduced |
| First Trust Advisors LP | 14,300 | $227.9K | 0.00% | +14,300 | New |
| The PNC Financial Services Group, Inc. | 14,521 | $231.5K | 0.00% | +3,807+35.5% | Added |
| US Bancorp | 15,588 | $248.5K | 0.00% | +6,368+69.1% | Added |
| Yousif Capital Management, LLC | 15,810 | $252.0K | 0.00% | −5,149−24.6% | Reduced |
| First Affirmative Financial Network | 16,724 | $266.6K | 0.15% | +5,897+54.5% | Added |
| MML Investors Services, LLC | 17,157 | $273.0K | 0.00% | −3,921−18.6% | Reduced |
| Aquatic Capital Management LLC | 17,377 | $277.0K | 0.01% | +17,377 | New |
| O'Shaughnessy Asset Management, LLC | 19,120 | $304.8K | 0.00% | +19,120 | New |
| Mariner, LLC | 20,399 | $325.1K | 0.00% | +2,514+14.1% | Added |
| HighTower Advisors, LLC | 20,767 | $331.0K | 0.00% | −19,955−49.0% | Reduced |
| Shelton Capital Management | 20,923 | $333.5K | 0.01% | −8,835−29.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 21,901 | $349.1K | 0.10% | −4,008−15.5% | Reduced |