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, Q2 2025
Institutional positions in Prudential PLC as of Jun 30, 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
- 206
- +15 vs. Q1 2025
- Shares held
- 29.6M
- +371.5K (+1.3%) vs. Q1 2025
- Total value
- $739.9M
- +$112.1M (+17.9%) vs. Q1 2025
- New holders
- 37
- 91 more added
- Sold out
- 22
- 56 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $200 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $276 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21 | $520 | 0.00% | +21 | New |
| Fairman Group, LLC | 22 | $550 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $751 | 0.00% | +30 | New |
| Proathlete Wealth Management LLC | 31 | $775 | 0.00% | +31 | New |
| LRI Investments, LLC | 36 | $901 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $951 | 0.00% | +29+322.2% | Added |
| Investors Research Corp | 44 | $1.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 44 | $1.10K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 49 | $1.23K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 63 | $1.58K | 0.00% | +35+125.0% | Added |
| Beaird Harris Wealth Management, LLC | 65 | $1.62K | 0.00% | +65 | New |
| Manchester Capital Management LLC | 66 | $1.65K | 0.00% | +66 | New |
| Stephens Consulting, LLC | 66 | $1.65K | 0.00% | +66 | New |
| TD Waterhouse Canada Inc. | 71 | $1.76K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 85 | $2.13K | 0.00% | +44+107.3% | Added |
| Creative Financial Designs Inc | 92 | $2.30K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 94 | $2.35K | 0.00% | −122−56.5% | Reduced |
| First Command Advisory Services, Inc. | 96 | $2.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 109 | $2.73K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 131 | $3.28K | 0.00% | +36+37.9% | Added |
| Binnacle Investments Inc | 160 | $4.00K | 0.00% | −79−33.1% | Reduced |
| WealthCollab, LLC | 187 | $4.68K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 189 | $4.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 198 | $4.95K | 0.00% | +25+14.5% | Added |
| GW&K Investment Management, LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 206 | $5.15K | 0.00% | −34−14.2% | Reduced |
| Raffa Wealth Management, LLC | 211 | $5.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 227 | $5.68K | 0.00% | +138+155.1% | Added |
| Larson Financial Group LLC | 228 | $5.71K | 0.00% | −415−64.5% | Reduced |
| HighMark Wealth Management LLC | 252 | $6.30K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 247 | $6.54K | 0.00% | +247 | New |
| JFS Wealth Advisors, LLC | 289 | $7.23K | 0.00% | +168+138.8% | Added |
| Assetmark, Inc | 298 | $7.46K | 0.00% | +298 | New |
| Cornerstone Planning Group LLC | 294 | $7.51K | 0.00% | +84+40.0% | Added |
| Spire Wealth Management | 329 | $8.23K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 333 | $8.33K | 0.00% | +333 | New |
| Parkside Financial Bank & Trust | 366 | $9.16K | 0.00% | +33+9.9% | Added |
| SBI Securities Co., Ltd. | 450 | $11.3K | 0.00% | +429+2,042.9% | Added |
| Steward Partners Investment Advisory, LLC | 473 | $11.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 519 | $13.0K | 0.00% | +32+6.6% | Added |
| Macquarie Group Ltd | 619 | $15.0K | 0.00% | +188+43.6% | Added |
| Westside Investment Management, Inc. | 627 | $15.5K | 0.00% | +627 | New |
| Bessemer Group Inc | 633 | $16.0K | 0.00% | +311+96.6% | Added |
| NewSquare Capital LLC | 685 | $17.1K | 0.00% | +618+922.4% | Added |
| Allworth Financial LP | 711 | $17.8K | 0.00% | +165+30.2% | Added |
| Umb Bank N A | 740 | $18.5K | 0.00% | +601+432.4% | Added |
| WPG Advisers, LLC | 896 | $22.4K | 0.02% | −178−16.6% | Reduced |
| Farther Finance Advisors, LLC | 925 | $23.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,013 | $25.3K | 0.00% | +88+9.5% | Added |
| Whipplewood Advisors, LLC | 1,469 | $36.8K | 0.02% | +377+34.5% | Added |
| Grove Bank & Trust | 1,557 | $39.0K | 0.00% | −7−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,900 | $47.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,959 | $49.0K | 0.00% | −54−2.7% | Reduced |
| Principal Securities, Inc. | 2,193 | $54.9K | 0.00% | +281+14.7% | Added |
| Group One Trading, L.P. | 2,555 | $63.9K | 0.00% | −952−27.1% | Reduced |
| MAI Capital Management | 2,573 | $64.4K | 0.00% | +1,223+90.6% | Added |
| Bruce G. Allen Investments, LLC | 2,753 | $68.9K | 0.05% | −6−0.2% | Reduced |
| Geneos Wealth Management Inc. | 2,778 | $69.5K | 0.00% | −905−24.6% | Reduced |
| AlphaCore Capital LLC | 3,084 | $77.2K | 0.00% | +3,084 | New |
| Paradigm Asset Management Co LLC | 3,300 | $82.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,853 | $96.4K | 0.00% | −507−11.6% | Reduced |
| Smartleaf Asset Management LLC | 4,274 | $107.7K | 0.01% | +1,711+66.8% | Added |
| Lazard Asset Management LLC | 4,392 | $109.0K | 0.00% | −32−0.7% | Reduced |
| National Bank of Canada | 4,707 | $117.7K | 0.00% | +782+19.9% | Added |
| EverSource Wealth Advisors, LLC | 5,132 | $128.4K | 0.01% | +3,404+197.0% | Added |
| Advisor Group Holdings, Inc. | 5,711 | $141.3K | 0.00% | +2,434+74.3% | Added |
| Cetera Trust Company, N.A | 6,870 | $171.9K | 0.10% | +1,250+22.2% | Added |
| Headlands Technologies LLC | 6,959 | $174.1K | 0.02% | −20,788−74.9% | Reduced |
| Parallel Advisors, LLC | 7,199 | $180.1K | 0.00% | +37+0.5% | Added |
| Allianz SE | 7,541 | $188.7K | 0.00% | +3,467+85.1% | Added |
| GAMMA Investing LLC | 8,078 | $202.1K | 0.01% | +1,570+24.1% | Added |
| Sequoia Financial Advisors, LLC | 8,169 | $204.4K | 0.00% | +8,169 | New |
| Stifel Financial Corp | 8,254 | $206.5K | 0.00% | +8,254 | New |
| Impact Investors, Inc | 8,335 | $208.5K | 0.15% | +8,335 | New |
| PDS Planning, Inc | 8,441 | $211.2K | 0.02% | +8,441 | New |
| Virtu Financial LLC | 8,824 | $221.0K | 0.01% | +8,824 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,870 | $221.9K | 0.00% | −2,685−23.2% | Reduced |
| Commonwealth Equity Services, LLC | 8,875 | $222.0K | 0.00% | +8,875 | New |
| Captrust Financial Advisors | 8,881 | $222.2K | 0.00% | +8,881 | New |
| Hantz Financial Services, Inc. | 9,049 | $226.0K | 0.00% | +8,542+1,684.8% | Added |
| Ritholtz Wealth Management | 9,043 | $226.3K | 0.00% | +9,043 | New |
| M&T Bank Corp | 9,197 | $230.6K | 0.00% | +9,197 | New |
| Jones Financial Companies LLLP | 9,184 | $231.4K | 0.00% | +6,536+246.8% | Added |
| CI Private Wealth, LLC | 9,630 | $240.9K | 0.00% | +58+0.6% | Added |
| Valeo Financial Advisors, LLC | 9,657 | $241.6K | 0.01% | +9,657 | New |
| GWM Advisors LLC | 10,120 | $253.2K | 0.00% | +9,948+5,783.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,220 | $256.0K | 0.00% | +186+1.9% | Added |
| QRG Capital Management, Inc. | 10,387 | $259.9K | 0.00% | −6,756−39.4% | Reduced |
| Concurrent Investment Advisors, LLC | 10,472 | $262.0K | 0.01% | −2,965−22.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,523 | $263.3K | 0.03% | −6,716−39.0% | Reduced |
| Capital Fund Management S.A. | 11,122 | $278.3K | 0.00% | −6,977−38.5% | Reduced |
| Neuberger Berman Group LLC | 11,690 | $292.5K | 0.00% | +984+9.2% | Added |
| Franklin Resources Inc | 12,148 | $303.9K | 0.00% | +12,148 | New |
| Allspring Global Investments Holdings, LLC | 12,506 | $308.1K | 0.00% | −29−0.2% | Reduced |
| Rhumbline Advisers | 12,367 | $309.4K | 0.00% | +694+5.9% | Added |
| RSM US Wealth Management LLC | 12,669 | $317.0K | 0.00% | +620+5.1% | Added |
| Cetera Investment Advisers | 12,892 | $322.6K | 0.00% | +144+1.1% | Added |