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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 3,495 | $55.7K | 0.04% | −6,000−63.2% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $52.6K | 0.01% | −500−13.2% | Reduced |
| National Bank of Canada | 3,042 | $48.5K | 0.00% | +1,049+52.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,900 | $46.2K | 0.00% | −1,140−28.2% | Reduced |
| CWM, LLC | 2,407 | $38.0K | 0.00% | +1,624+207.4% | Added |
| GAMMA Investing LLC | 2,303 | $36.7K | 0.00% | +1,127+95.8% | Added |
| Geneos Wealth Management Inc. | 1,974 | $31.5K | 0.00% | −311−13.6% | Reduced |
| Advisors Preferred, LLC | 1,993 | $31.3K | 0.01% | +1,993 | New |
| Principal Securities, Inc. | 1,912 | $30.5K | 0.00% | +156+8.9% | Added |
| Whipplewood Advisors, LLC | 1,896 | $30.2K | 0.02% | +1,896 | New |
| Smartleaf Asset Management LLC | 1,856 | $29.4K | 0.00% | +1,497+417.0% | Added |
| Grove Bank & Trust | 1,678 | $26.7K | 0.00% | +214+14.6% | Added |
| Bruce G. Allen Investments, LLC | 1,619 | $25.8K | 0.02% | −751−31.7% | Reduced |
| Hexagon Capital Partners LLC | 1,617 | $25.8K | 0.00% | +1,081+201.7% | Added |
| Farther Finance Advisors, LLC | 1,582 | $25.2K | 0.00% | +235+17.4% | Added |
| WPG Advisers, LLC | 1,364 | $21.7K | 0.02% | +1,364 | New |
| MAI Capital Management | 1,350 | $21.5K | 0.00% | +1,350 | New |
| Rothschild Investment LLC | 1,065 | $17.0K | 0.00% | +120+12.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 977 | $15.6K | 0.00% | +28+3.0% | Added |
| Venturi Wealth Management, LLC | 962 | $15.3K | 0.00% | +666+225.0% | Added |
| Proequities, Inc. | 953 | $15.2K | 0.00% | +12+1.3% | Added |
| Skopos Labs, Inc. | 883 | $14.1K | 0.00% | +883 | New |
| Continuum Advisory, LLC | 831 | $13.2K | 0.00% | −107−11.4% | Reduced |
| Lindbrook Capital, LLC | 753 | $12.0K | 0.00% | −482−39.0% | Reduced |
| Rise Advisors, LLC | 717 | $11.4K | 0.01% | +5+0.7% | Added |
| Jones Financial Companies LLLP | 642 | $10.2K | 0.00% | −21−3.2% | Reduced |
| Allworth Financial LP | 530 | $8.46K | 0.00% | +286+117.2% | Added |
| Steward Partners Investment Advisory, LLC | 514 | $8.19K | 0.00% | −47−8.4% | Reduced |
| EverSource Wealth Advisors, LLC | 504 | $8.03K | 0.00% | −689−57.8% | Reduced |
| Ramirez Asset Management, Inc. | 502 | $8.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 459 | $7.32K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 446 | $7.11K | 0.00% | −54−10.8% | Reduced |
| Cromwell Holdings LLC | 403 | $6.42K | 0.00% | +403 | New |
| Spire Wealth Management | 345 | $5.50K | 0.00% | +16+4.9% | Added |
| FPC Investment Advisory, Inc. | 288 | $4.79K | 0.00% | +288 | New |
| HighMark Wealth Management LLC | 252 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 226 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 226 | $3.60K | 0.00% | +2+0.9% | Added |
| SBI Securities Co., Ltd. | 223 | $3.56K | 0.00% | +223 | New |
| Sierra Ocean, LLC | 217 | $3.46K | 0.00% | +217 | New |
| Umb Bank N A | 212 | $3.38K | 0.00% | +212 | New |
| Carolinas Wealth Consulting LLC | 207 | $3.30K | 0.00% | +207 | New |
| Federated Hermes, Inc. | 206 | $3.28K | 0.00% | −21−9.3% | Reduced |
| Bryn Mawr Trust Co | 189 | $3.01K | 0.00% | +22+13.2% | Added |
| GW&K Investment Management, LLC | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 187 | $2.98K | 0.00% | −90−32.5% | Reduced |
| IFP Advisors, Inc | 175 | $2.79K | 0.00% | −4−2.2% | Reduced |
| GWM Advisors LLC | 172 | $2.74K | 0.00% | −20−10.4% | Reduced |
| Cornerstone Planning Group LLC | 138 | $2.28K | 0.00% | +91+193.6% | Added |
| Kestra Investment Management, LLC | 105 | $1.67K | 0.00% | +105 | New |
| UMA Financial Services, Inc. | 95 | $1.51K | 0.00% | +95 | New |
| Nemes Rush Group LLC | 89 | $1.42K | 0.00% | +89 | New |
| TD Waterhouse Canada Inc. | 71 | $1.13K | 0.00% | −120−62.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 60 | $957 | 0.00% | +60 | Added |
| Assetmark, Inc | 47 | $749 | 0.00% | −41,995−99.9% | Reduced |
| Investors Research Corp | 44 | $701 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $638 | 0.00% | −27−40.3% | Reduced |
| Golden State Wealth Management, LLC | 37 | $590 | 0.00% | +37 | New |
| LRI Investments, LLC | 36 | $574 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $470 | 0.00% | +29 | New |
| Fairman Group, LLC | 22 | $351 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $351 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 17 | $271 | 0.00% | −9−34.6% | Reduced |
| Abound Wealth Management | 16 | $256 | 0.00% | +2+14.3% | Added |
| Huntington National Bank | 12 | $191 | 0.00% | −18−60.0% | Reduced |
| TD Private Client Wealth LLC | 9 | $143 | 0.00% | −17,113−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $128 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $112 | 0.00% | −94−93.1% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −552,066−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −1,052,023−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −472,373−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −443,582−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −295,050−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −274,565−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −242,014−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −83,255−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −73,973−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −69,100−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −63,338−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −45,304−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −39,112−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −33,988−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −28,555−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −26,760−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −24,012−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −21,623−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,712−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −18,234−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,790−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,860−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −14,069−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,029−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −13,888−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −13,829−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −11,307−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |