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, Q3 2025
Institutional positions in Prudential PLC as of Sep 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
- 225
- +20 vs. Q2 2025
- Shares held
- 31.9M
- +2.34M (+7.9%) vs. Q2 2025
- Total value
- $893.1M
- +$153.2M (+20.7%) vs. Q2 2025
- New holders
- 39
- 99 more added
- Sold out
- 19
- 62 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 24 | $0 | 0.00% | +24 | New |
| Rise Advisors, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $224 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $253 | 0.00% | +9 | New |
| Abound Wealth Management | 11 | $308 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $310 | 0.00% | +11 | New |
| Frazier Financial Advisors, LLC | 15 | $420 | 0.00% | +15 | New |
| Horizon Investments, LLC | 21 | $588 | 0.00% | +21 | New |
| American Capital Advisory, LLC | 21 | $588 | 0.00% | +21 | New |
| Fairman Group, LLC | 22 | $619 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 25 | $700 | 0.00% | +25 | New |
| LRI Investments, LLC | 36 | $1.01K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $1.06K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 44 | $1.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 60 | $1.68K | 0.00% | −25−29.4% | Reduced |
| Bell Investment Advisors, Inc | 63 | $1.76K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 66 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 78 | $2.18K | 0.00% | +48+160.0% | Added |
| Beaird Harris Wealth Management, LLC | 80 | $2.23K | 0.00% | +15+23.1% | Added |
| Stone House Investment Management, LLC | 83 | $2.32K | 0.00% | +83 | New |
| CIBC Private Wealth Group, LLC | 95 | $2.66K | 0.00% | +1+1.1% | Added |
| Caitong International Asset Management Co., Ltd | 95 | $2.66K | 0.00% | +95 | New |
| First Command Advisory Services, Inc. | 96 | $2.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 99 | $2.77K | 0.00% | −2,679−96.4% | Reduced |
| Highline Wealth Partners LLC | 119 | $3.33K | 0.00% | +10+9.2% | Added |
| Kings Path Partners LLC | 125 | $3.50K | 0.00% | +125 | New |
| Binnacle Investments Inc | 131 | $3.67K | 0.00% | −29−18.1% | Reduced |
| UMA Financial Services, Inc. | 131 | $3.67K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 139 | $3.89K | 0.00% | −601−81.2% | Reduced |
| Glen Eagle Advisors, LLC | 144 | $4.03K | 0.00% | +144 | New |
| Creative Financial Designs Inc | 145 | $4.06K | 0.00% | +53+57.6% | Added |
| Financial Consulate, Inc | 146 | $4.09K | 0.00% | +146 | New |
| IFP Advisors, Inc | 155 | $4.34K | 0.00% | −43−21.7% | Reduced |
| GW&K Investment Management, LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 187 | $5.23K | 0.00% | +187 | New |
| WealthCollab, LLC | 187 | $5.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 192 | $5.37K | 0.00% | +192 | New |
| Huntington National Bank | 200 | $5.60K | 0.00% | +200 | New |
| Federated Hermes, Inc. | 206 | $5.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 211 | $5.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 277 | $7.75K | 0.00% | +277 | New |
| Root Financial Partners, LLC | 283 | $7.92K | 0.00% | +283 | New |
| JFS Wealth Advisors, LLC | 310 | $8.68K | 0.00% | +21+7.3% | Added |
| Spire Wealth Management | 329 | $9.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 366 | $10.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 390 | $10.9K | 0.00% | +138+54.8% | Added |
| Bare Financial Services, Inc | 397 | $11.1K | 0.00% | +170+74.9% | Added |
| Mather Group, LLC. | 422 | $11.8K | 0.00% | +422 | New |
| Steward Partners Investment Advisory, LLC | 480 | $13.4K | 0.00% | +7+1.5% | Added |
| Group One Trading, L.P. | 488 | $13.7K | 0.00% | −2,067−80.9% | Reduced |
| Wealthspire Advisors, LLC | 505 | $14.1K | 0.00% | +505 | New |
| SBI Securities Co., Ltd. | 534 | $14.9K | 0.00% | +84+18.7% | Added |
| Salomon & Ludwin, LLC | 629 | $17.2K | 0.00% | +608+2,895.2% | Added |
| Macquarie Group Ltd | 639 | $18.0K | 0.00% | +20+3.2% | Added |
| Johnson Financial Group, Inc. | 707 | $19.9K | 0.00% | +707 | New |
| Advisory Services Network, LLC | 836 | $23.4K | 0.00% | +836 | New |
| WPG Advisers, LLC | 874 | $24.5K | 0.02% | −22−2.5% | Reduced |
| Bessemer Group Inc | 1,012 | $28.0K | 0.00% | +379+59.9% | Added |
| Allworth Financial LP | 1,022 | $28.6K | 0.00% | +311+43.7% | Added |
| Rothschild Investment LLC | 1,044 | $29.2K | 0.00% | +31+3.1% | Added |
| Westside Investment Management, Inc. | 1,070 | $30.1K | 0.00% | +443+70.7% | Added |
| SRS Capital Advisors, Inc. | 1,115 | $31.2K | 0.00% | +1,115 | New |
| Farther Finance Advisors, LLC | 1,221 | $34.2K | 0.00% | +296+32.0% | Added |
| Grove Bank & Trust | 1,268 | $35.5K | 0.00% | −289−18.6% | Reduced |
| Assetmark, Inc | 1,633 | $45.7K | 0.00% | +1,335+448.0% | Added |
| Larson Financial Group LLC | 1,657 | $46.4K | 0.00% | +1,429+626.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,900 | $53.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,949 | $54.6K | 0.00% | −244−11.1% | Reduced |
| MAI Capital Management | 1,977 | $55.3K | 0.00% | −596−23.2% | Reduced |
| Rockefeller Capital Management L.P. | 2,008 | $56.2K | 0.00% | +2,008 | New |
| CWM, LLC | 2,396 | $67.0K | 0.00% | +437+22.3% | Added |
| Community Bank, N.A. | 2,479 | $69.4K | 0.01% | +2,479 | New |
| Bruce G. Allen Investments, LLC | 2,828 | $79.2K | 0.06% | +75+2.7% | Added |
| Paradigm Asset Management Co LLC | 3,300 | $92.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,943 | $110.4K | 0.00% | +90+2.3% | Added |
| National Bank of Canada | 4,784 | $133.8K | 0.00% | +77+1.6% | Added |
| Allianz SE | 5,097 | $142.7K | 0.00% | −2,444−32.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,047 | $169.3K | 0.01% | +915+17.8% | Added |
| SG Americas Securities, LLC | 6,284 | $176.0K | 0.00% | +6,284 | New |
| Advisor Group Holdings, Inc. | 6,654 | $183.9K | 0.00% | +943+16.5% | Added |
| Cetera Trust Company, N.A | 6,870 | $192.3K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,182 | $201.0K | 0.00% | +7,182 | New |
| Parallel Advisors, LLC | 7,261 | $203.3K | 0.00% | +62+0.9% | Added |
| Impact Investors, Inc | 7,278 | $203.7K | 0.13% | −1,057−12.7% | Reduced |
| Wetherby Asset Management Inc | 7,302 | $204.4K | 0.01% | +7,302 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,495 | $209.8K | 0.00% | −1,375−15.5% | Reduced |
| Global Retirement Partners, LLC | 7,741 | $216.7K | 0.00% | −16,645−68.3% | Reduced |
| Coldstream Capital Management Inc | 7,881 | $220.6K | 0.00% | +7,881 | New |
| PDS Planning, Inc | 8,465 | $236.9K | 0.02% | +24+0.3% | Added |
| GAMMA Investing LLC | 8,539 | $239.0K | 0.01% | +461+5.7% | Added |
| Stifel Financial Corp | 8,860 | $248.0K | 0.00% | +606+7.3% | Added |
| Susquehanna International Group, LLP | 9,032 | $252.8K | 0.00% | +9,032 | New |
| Jones Financial Companies LLLP | 9,367 | $259.8K | 0.00% | +183+2.0% | Added |
| Captrust Financial Advisors | 9,291 | $260.0K | 0.00% | +410+4.6% | Added |
| M&T Bank Corp | 9,488 | $265.8K | 0.00% | +291+3.2% | Added |
| ExodusPoint Capital Management, LP | 9,667 | $270.6K | 0.00% | +9,667 | New |
| Smartleaf Asset Management LLC | 9,665 | $272.1K | 0.02% | +5,391+126.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,927 | $277.9K | 0.03% | −596−5.7% | Reduced |