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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 12,127 | $260.7K | 0.00% | −1,126−8.5% | Reduced |
| RSM US Wealth Management LLC | 12,049 | $259.1K | 0.00% | +644+5.6% | Added |
| Pacer Advisors, Inc. | 11,965 | $257.2K | 0.00% | +877+7.9% | Added |
| Rhumbline Advisers | 11,673 | $251.0K | 0.00% | −1,758−13.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,555 | $248.4K | 0.00% | +11,555 | New |
| Neuberger Berman Group LLC | 10,706 | $230.2K | 0.00% | +10,706 | New |
| Two Sigma Advisers, LP | 10,600 | $227.9K | 0.00% | −37,900−78.1% | Reduced |
| Centiva Capital, LP | 10,542 | $226.7K | 0.01% | +10,542 | New |
| Callan Capital, LLC | 10,244 | $220.2K | 0.02% | +10,244 | New |
| Farringdon Capital, Ltd. | 10,176 | $218.8K | 0.11% | +10,176 | New |
| Cambridge Investment Research Advisors, Inc. | 10,034 | $216.0K | 0.00% | +10,034 | New |
| Citigroup Inc | 9,851 | $211.8K | 0.00% | −4,233−30.1% | Reduced |
| Squarepoint Ops LLC | 9,710 | $208.8K | 0.00% | +9,710 | New |
| Mercer Global Advisors Inc | 9,693 | $208.4K | 0.00% | +9,693 | New |
| CI Private Wealth, LLC | 9,572 | $205.8K | 0.00% | +9,572 | New |
| Janney Montgomery Scott LLC | 9,337 | $201.0K | 0.00% | +9,337 | New |
| Parallel Advisors, LLC | 7,162 | $153.9K | 0.00% | +1,602+28.8% | Added |
| GAMMA Investing LLC | 6,508 | $139.9K | 0.01% | +4,205+182.6% | Added |
| Skopos Labs, Inc. | 6,076 | $130.6K | 0.03% | +5,193+588.1% | Added |
| Cetera Trust Company, N.A | 5,620 | $120.8K | 0.08% | +2,125+60.8% | Added |
| Coldstream Capital Management Inc | 5,068 | $109.0K | 0.00% | +5,068 | New |
| Lazard Asset Management LLC | 4,424 | $95.0K | 0.00% | −298−6.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,360 | $93.7K | 0.00% | −20.0% | Reduced |
| Allianz SE | 4,074 | $87.6K | 0.00% | +4,074 | New |
| National Bank of Canada | 3,925 | $84.3K | 0.00% | +883+29.0% | Added |
| Geneos Wealth Management Inc. | 3,683 | $79.2K | 0.00% | +1,709+86.6% | Added |
| Group One Trading, L.P. | 3,507 | $75.4K | 0.00% | +3,507 | New |
| Paradigm Asset Management Co LLC | 3,300 | $71.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,277 | $70.5K | 0.00% | −1,776−35.1% | Reduced |
| Boston Private Wealth LLC | 2,808 | $60.4K | 0.00% | +2,808 | New |
| Bruce G. Allen Investments, LLC | 2,759 | $59.3K | 0.05% | +1,140+70.4% | Added |
| Jones Financial Companies LLLP | 2,648 | $56.7K | 0.00% | +2,006+312.5% | Added |
| Smartleaf Asset Management LLC | 2,563 | $54.9K | 0.01% | +707+38.1% | Added |
| CWM, LLC | 2,013 | $43.0K | 0.00% | −394−16.4% | Reduced |
| Whipplewood Advisors, LLC | 1,092 | $42.0K | 0.02% | −804−42.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,900 | $40.9K | 0.00% | −1,000−34.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,728 | $37.2K | 0.00% | +1,224+242.9% | Added |
| Hexagon Capital Partners LLC | 1,606 | $34.5K | 0.01% | −11−0.7% | Reduced |
| Grove Bank & Trust | 1,564 | $33.6K | 0.00% | −114−6.8% | Reduced |
| Principal Securities, Inc. | 1,912 | $30.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,315 | $28.3K | 0.00% | +562+74.6% | Added |
| WPG Advisers, LLC | 1,074 | $23.1K | 0.02% | −290−21.3% | Reduced |
| Farther Finance Advisors, LLC | 925 | $20.0K | 0.00% | −657−41.5% | Reduced |
| Rothschild Investment LLC | 925 | $19.9K | 0.00% | −140−13.1% | Reduced |
| Larson Financial Group LLC | 643 | $13.8K | 0.00% | +643 | New |
| Allworth Financial LP | 546 | $11.9K | 0.00% | +16+3.0% | Added |
| Hantz Financial Services, Inc. | 507 | $11.0K | 0.00% | +507 | New |
| Ramirez Asset Management, Inc. | 502 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 487 | $10.5K | 0.00% | +28+6.1% | Added |
| Oakworth Capital, Inc. | 478 | $10.3K | 0.00% | +478 | New |
| Steward Partners Investment Advisory, LLC | 473 | $10.2K | 0.00% | −41−8.0% | Reduced |
| Mather Group, LLC. | 422 | $9.07K | 0.00% | −24−5.4% | Reduced |
| Macquarie Group Ltd | 431 | $9.00K | 0.00% | +431 | New |
| Parkside Financial Bank & Trust | 333 | $7.16K | 0.00% | +326+4,657.1% | Added |
| Spire Wealth Management | 329 | $7.07K | 0.00% | −16−4.6% | Reduced |
| Bessemer Group Inc | 322 | $7.00K | 0.00% | +96+42.5% | Added |
| HighMark Wealth Management LLC | 252 | $5.42K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 240 | $5.16K | 0.00% | +34+16.5% | Added |
| Binnacle Investments Inc | 239 | $5.14K | 0.00% | +239 | New |
| Raffa Wealth Management, LLC | 211 | $4.54K | 0.00% | +189+859.1% | Added |
| Cornerstone Planning Group LLC | 210 | $4.46K | 0.00% | +72+52.2% | Added |
| Bryn Mawr Trust Co | 189 | $4.06K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 187 | $4.02K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 184 | $3.96K | 0.00% | +184 | New |
| CIBC Private Wealth Group, LLC | 216 | $3.89K | 0.00% | +216 | New |
| Carolinas Wealth Consulting LLC | 181 | $3.89K | 0.00% | −26−12.6% | Reduced |
| IFP Advisors, Inc | 173 | $3.72K | 0.00% | −2−1.1% | Reduced |
| GWM Advisors LLC | 172 | $3.69K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 139 | $2.99K | 0.00% | −73−34.4% | Reduced |
| JFS Wealth Advisors, LLC | 121 | $2.60K | 0.00% | +121 | New |
| Highline Wealth Partners LLC | 109 | $2.34K | 0.00% | +109 | New |
| First Command Advisory Services, Inc. | 96 | $2.06K | 0.00% | +96 | New |
| UMA Financial Services, Inc. | 95 | $2.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 92 | $1.98K | 0.00% | +92 | New |
| Bare Financial Services, Inc | 89 | $1.91K | 0.00% | +89 | New |
| TD Waterhouse Canada Inc. | 71 | $1.53K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 67 | $1.44K | 0.00% | +67 | New |
| Mattson Financial Services, LLC | 64 | $1.38K | 0.00% | +64 | New |
| Investors Research Corp | 44 | $946 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 44 | $946 | 0.00% | +44 | New |
| Zions Bancorporation, National Association | 41 | $882 | 0.00% | +41 | New |
| Golden State Wealth Management, LLC | 37 | $796 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $774 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $602 | 0.00% | +28 | New |
| TD Private Client Wealth LLC | 24 | $516 | 0.00% | +15+166.7% | Added |
| SBI Securities Co., Ltd. | 21 | $452 | 0.00% | −202−90.6% | Reduced |
| Fairman Group, LLC | 22 | $351 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $237 | 0.00% | −5−31.3% | Reduced |
| Fifth Third Bancorp | 10 | $215 | 0.00% | −30−75.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 9 | $194 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $172 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $28 | 0.00% | −716−99.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −109,177−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −83,570−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −35,388−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −29,447−100.0% | Sold out |