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, Q1 2025
Institutional positions in Prudential PLC as of Mar 31, 2025. 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
- 194
- +29 vs. Q4 2024
- Shares held
- 29.2M
- +4.21M (+16.8%) vs. Q4 2024
- Total value
- $628.4M
- +$229.6M (+57.6%) vs. Q4 2024
- New holders
- 52
- 76 more added
- Sold out
- 23
- 48 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1 | $28 | 0.00% | −716−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $172 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $194 | 0.00% | +9 | New |
| Fifth Third Bancorp | 10 | $215 | 0.00% | −30−75.0% | Reduced |
| Abound Wealth Management | 11 | $237 | 0.00% | −5−31.3% | Reduced |
| Fairman Group, LLC | 22 | $351 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $452 | 0.00% | −202−90.6% | Reduced |
| TD Private Client Wealth LLC | 24 | $516 | 0.00% | +15+166.7% | Added |
| Bell Investment Advisors, Inc | 28 | $602 | 0.00% | +28 | New |
| LRI Investments, LLC | 36 | $774 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 37 | $796 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 41 | $882 | 0.00% | +41 | New |
| Investors Research Corp | 44 | $946 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 44 | $946 | 0.00% | +44 | New |
| Mattson Financial Services, LLC | 64 | $1.38K | 0.00% | +64 | New |
| NewSquare Capital LLC | 67 | $1.44K | 0.00% | +67 | New |
| TD Waterhouse Canada Inc. | 71 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 89 | $1.91K | 0.00% | +89 | New |
| Creative Financial Designs Inc | 92 | $1.98K | 0.00% | +92 | New |
| UMA Financial Services, Inc. | 95 | $2.04K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 96 | $2.06K | 0.00% | +96 | New |
| Highline Wealth Partners LLC | 109 | $2.34K | 0.00% | +109 | New |
| JFS Wealth Advisors, LLC | 121 | $2.60K | 0.00% | +121 | New |
| Umb Bank N A | 139 | $2.99K | 0.00% | −73−34.4% | Reduced |
| GWM Advisors LLC | 172 | $3.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 173 | $3.72K | 0.00% | −2−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 181 | $3.89K | 0.00% | −26−12.6% | Reduced |
| CIBC Private Wealth Group, LLC | 216 | $3.89K | 0.00% | +216 | New |
| CoreCap Advisors, LLC | 184 | $3.96K | 0.00% | +184 | New |
| GW&K Investment Management, LLC | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 187 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 189 | $4.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 210 | $4.46K | 0.00% | +72+52.2% | Added |
| Raffa Wealth Management, LLC | 211 | $4.54K | 0.00% | +189+859.1% | Added |
| Binnacle Investments Inc | 239 | $5.14K | 0.00% | +239 | New |
| Federated Hermes, Inc. | 240 | $5.16K | 0.00% | +34+16.5% | Added |
| HighMark Wealth Management LLC | 252 | $5.42K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 322 | $7.00K | 0.00% | +96+42.5% | Added |
| Spire Wealth Management | 329 | $7.07K | 0.00% | −16−4.6% | Reduced |
| Parkside Financial Bank & Trust | 333 | $7.16K | 0.00% | +326+4,657.1% | Added |
| Macquarie Group Ltd | 431 | $9.00K | 0.00% | +431 | New |
| Mather Group, LLC. | 422 | $9.07K | 0.00% | −24−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 473 | $10.2K | 0.00% | −41−8.0% | Reduced |
| Oakworth Capital, Inc. | 478 | $10.3K | 0.00% | +478 | New |
| First Horizon Advisors, Inc. | 487 | $10.5K | 0.00% | +28+6.1% | Added |
| Ramirez Asset Management, Inc. | 502 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 507 | $11.0K | 0.00% | +507 | New |
| Allworth Financial LP | 546 | $11.9K | 0.00% | +16+3.0% | Added |
| Larson Financial Group LLC | 643 | $13.8K | 0.00% | +643 | New |
| Rothschild Investment LLC | 925 | $19.9K | 0.00% | −140−13.1% | Reduced |
| Farther Finance Advisors, LLC | 925 | $20.0K | 0.00% | −657−41.5% | Reduced |
| WPG Advisers, LLC | 1,074 | $23.1K | 0.02% | −290−21.3% | Reduced |
| Lindbrook Capital, LLC | 1,315 | $28.3K | 0.00% | +562+74.6% | Added |
| MAI Capital Management | 1,350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,912 | $30.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,564 | $33.6K | 0.00% | −114−6.8% | Reduced |
| Hexagon Capital Partners LLC | 1,606 | $34.5K | 0.01% | −11−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,728 | $37.2K | 0.00% | +1,224+242.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,900 | $40.9K | 0.00% | −1,000−34.5% | Reduced |
| Whipplewood Advisors, LLC | 1,092 | $42.0K | 0.02% | −804−42.4% | Reduced |
| CWM, LLC | 2,013 | $43.0K | 0.00% | −394−16.4% | Reduced |
| Smartleaf Asset Management LLC | 2,563 | $54.9K | 0.01% | +707+38.1% | Added |
| Jones Financial Companies LLLP | 2,648 | $56.7K | 0.00% | +2,006+312.5% | Added |
| Bruce G. Allen Investments, LLC | 2,759 | $59.3K | 0.05% | +1,140+70.4% | Added |
| Boston Private Wealth LLC | 2,808 | $60.4K | 0.00% | +2,808 | New |
| Advisor Group Holdings, Inc. | 3,277 | $70.5K | 0.00% | −1,776−35.1% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $71.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,507 | $75.4K | 0.00% | +3,507 | New |
| Geneos Wealth Management Inc. | 3,683 | $79.2K | 0.00% | +1,709+86.6% | Added |
| National Bank of Canada | 3,925 | $84.3K | 0.00% | +883+29.0% | Added |
| Allianz SE | 4,074 | $87.6K | 0.00% | +4,074 | New |
| Ronald Blue Trust, Inc. | 4,360 | $93.7K | 0.00% | −20.0% | Reduced |
| Lazard Asset Management LLC | 4,424 | $95.0K | 0.00% | −298−6.3% | Reduced |
| Coldstream Capital Management Inc | 5,068 | $109.0K | 0.00% | +5,068 | New |
| Cetera Trust Company, N.A | 5,620 | $120.8K | 0.08% | +2,125+60.8% | Added |
| Skopos Labs, Inc. | 6,076 | $130.6K | 0.03% | +5,193+588.1% | Added |
| GAMMA Investing LLC | 6,508 | $139.9K | 0.01% | +4,205+182.6% | Added |
| Parallel Advisors, LLC | 7,162 | $153.9K | 0.00% | +1,602+28.8% | Added |
| Janney Montgomery Scott LLC | 9,337 | $201.0K | 0.00% | +9,337 | New |
| CI Private Wealth, LLC | 9,572 | $205.8K | 0.00% | +9,572 | New |
| Mercer Global Advisors Inc | 9,693 | $208.4K | 0.00% | +9,693 | New |
| Squarepoint Ops LLC | 9,710 | $208.8K | 0.00% | +9,710 | New |
| Citigroup Inc | 9,851 | $211.8K | 0.00% | −4,233−30.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,034 | $216.0K | 0.00% | +10,034 | New |
| Farringdon Capital, Ltd. | 10,176 | $218.8K | 0.11% | +10,176 | New |
| Callan Capital, LLC | 10,244 | $220.2K | 0.02% | +10,244 | New |
| Centiva Capital, LP | 10,542 | $226.7K | 0.01% | +10,542 | New |
| Two Sigma Advisers, LP | 10,600 | $227.9K | 0.00% | −37,900−78.1% | Reduced |
| Neuberger Berman Group LLC | 10,706 | $230.2K | 0.00% | +10,706 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,555 | $248.4K | 0.00% | +11,555 | New |
| Rhumbline Advisers | 11,673 | $251.0K | 0.00% | −1,758−13.1% | Reduced |
| Pacer Advisors, Inc. | 11,965 | $257.2K | 0.00% | +877+7.9% | Added |
| RSM US Wealth Management LLC | 12,049 | $259.1K | 0.00% | +644+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 12,127 | $260.7K | 0.00% | −1,126−8.5% | Reduced |
| Merit Financial Group, LLC | 12,313 | $264.7K | 0.00% | +12,313 | New |
| Allspring Global Investments Holdings, LLC | 12,535 | $272.1K | 0.00% | +12,535 | New |
| Cetera Investment Advisers | 12,748 | $274.1K | 0.00% | +12,748 | New |
| Concurrent Investment Advisors, LLC | 13,437 | $288.9K | 0.01% | +13,437 | New |
| ICONIQ Capital, LLC | 13,567 | $291.7K | 0.01% | +13,567 | New |
| First Trust Advisors LP | 14,140 | $304.0K | 0.00% | −160−1.1% | Reduced |