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 2026
Institutional positions in Prudential PLC as of Mar 31, 2026. 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
- 261
- +11 vs. Q4 2025
- Shares held
- 36.3M
- +2.62M (+7.8%) vs. Q4 2025
- Total value
- $1.03B
- −$19.6M (−1.9%) vs. Q4 2025
- New holders
- 47
- 123 more added
- Sold out
- 36
- 53 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $142 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $227 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $256 | 0.00% | +9 | New |
| Cassaday & Co Wealth Management LLC | 9 | $256 | 0.00% | +9 | New |
| Mosley Wealth Management | 10 | $280 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $313 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $341 | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 12 | $342 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 12 | $345 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $569 | 0.00% | 00.0% | Unchanged |
| Trust Co | 22 | $625 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 23 | $654 | 0.00% | +23 | New |
| Nisa Investment Advisors, LLC | 23 | $663 | 0.00% | +23 | New |
| Dogwood Wealth Management LLC | 32 | $910 | 0.00% | +32 | New |
| Burk Holdings LLC | 33 | $938 | 0.00% | +33 | New |
| Smithfield Trust Co | 35 | $1.00K | 0.00% | −1−2.8% | Reduced |
| MV Capital Management, Inc. | 37 | $1.05K | 0.00% | +23+164.3% | Added |
| Private Wealth Asset Management, LLC | 44 | $1.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $1.48K | 0.00% | −2−3.7% | Reduced |
| Ancora Advisors, LLC | 54 | $1.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 60 | $1.71K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 62 | $1.76K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 63 | $1.79K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 66 | $1.88K | 0.00% | +66 | New |
| Beaird Harris Wealth Management, LLC | 80 | $2.26K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 81 | $2.30K | 0.00% | +81 | New |
| Nemes Rush Group LLC | 85 | $2.42K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 85 | $2.42K | 0.00% | +85 | New |
| Principia Wealth Advisory, LLC | 87 | $2.47K | 0.00% | +9+11.5% | Added |
| Brown, Lisle/Cummings, Inc. | 96 | $2.73K | 0.00% | +96 | New |
| Geneos Wealth Management Inc. | 99 | $2.81K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 100 | $2.84K | 0.00% | +100 | New |
| Federated Hermes, Inc. | 105 | $2.98K | 0.00% | −82−43.9% | Reduced |
| IMA Wealth, Inc. | 107 | $3.08K | 0.00% | +27+33.8% | Added |
| Highline Wealth Partners LLC | 119 | $3.38K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 121 | $3.43K | 0.00% | +46+61.3% | Added |
| JNBA Financial Advisors | 133 | $3.78K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 139 | $3.95K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 144 | $4.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 145 | $4.12K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 141 | $4.13K | 0.00% | +105+291.7% | Added |
| UMA Financial Services, Inc. | 153 | $4.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 175 | $4.97K | 0.00% | +20+12.9% | Added |
| WealthCollab, LLC | 187 | $5.32K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 192 | $5.46K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 202 | $5.74K | 0.01% | +202 | New |
| Manning & Napier Advisors LLC | 210 | $5.75K | 0.00% | +8+4.0% | Added |
| Raffa Wealth Management, LLC | 211 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 219 | $6.00K | 0.00% | +33+17.7% | Added |
| Signature Equity Partners, LLC | 213 | $6.06K | 0.00% | +58+37.4% | Added |
| Spire Wealth Management | 218 | $6.20K | 0.00% | −9−4.0% | Reduced |
| Stone House Investment Management, LLC | 219 | $6.23K | 0.00% | +82+59.9% | Added |
| SBI Securities Co., Ltd. | 225 | $6.40K | 0.00% | −304−57.5% | Reduced |
| Retirement Wealth Solutions LLC | 246 | $6.99K | 0.00% | +138+127.8% | Added |
| Ares Financial Consulting, LLC | 262 | $7.67K | 0.01% | +262 | New |
| Financial Consulate, Inc | 270 | $7.69K | 0.00% | +87+47.5% | Added |
| LRI Investments, LLC | 280 | $7.96K | 0.00% | +244+677.8% | Added |
| Fifth Third Bancorp | 282 | $8.02K | 0.00% | +233+475.5% | Added |
| SJS Investment Consulting Inc. | 282 | $8.02K | 0.00% | +23+8.9% | Added |
| HighMark Wealth Management LLC | 286 | $8.13K | 0.00% | +7+2.5% | Added |
| JFS Wealth Advisors, LLC | 337 | $9.58K | 0.00% | +18+5.6% | Added |
| Parkside Financial Bank & Trust | 366 | $10.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 367 | $10.4K | 0.01% | −472−56.3% | Reduced |
| Root Financial Partners, LLC | 372 | $10.6K | 0.00% | +1+0.3% | Added |
| TD Private Client Wealth LLC | 401 | $11.4K | 0.00% | +274+215.7% | Added |
| Cornerstone Planning Group LLC | 387 | $11.7K | 0.00% | +12+3.2% | Added |
| Whipplewood Advisors, LLC | 423 | $12.0K | 0.01% | +409+2,921.4% | Added |
| Bare Financial Services, Inc | 433 | $12.3K | 0.00% | +36+9.1% | Added |
| Mather Group, LLC. | 478 | $13.6K | 0.00% | +478 | New |
| Steward Partners Investment Advisory, LLC | 546 | $15.5K | 0.00% | +66+13.8% | Added |
| Sound Income Strategies, LLC | 612 | $17.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 682 | $19.4K | 0.00% | −45,204−98.5% | Reduced |
| True Wealth Design, LLC | 694 | $19.7K | 0.01% | +356+105.3% | Added |
| V-Square Quantitative Management LLC | 751 | $21.4K | 0.00% | +751 | New |
| Bessemer Group Inc | 806 | $22.0K | 0.00% | −560−41.0% | Reduced |
| Manchester Capital Management LLC | 794 | $22.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 928 | $26.4K | 0.01% | +928 | New |
| McGuire Capital Advisors Inc | 929 | $26.4K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,070 | $31.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,100 | $31.3K | 0.00% | +36+3.4% | Added |
| Brown Brothers Harriman & Co | 1,207 | $34.3K | 0.00% | +942+355.5% | Added |
| Grove Bank & Trust | 1,226 | $34.9K | 0.00% | +25+2.1% | Added |
| RWM Asset Management, LLC | 1,267 | $36.0K | 0.00% | +1,267 | New |
| Salomon & Ludwin, LLC | 1,389 | $40.3K | 0.00% | +739+113.7% | Added |
| Owl Creek Wealth Partners LLC | 1,472 | $41.8K | 0.01% | +1,472 | New |
| Basecamp Wealth Advisors LLC | 1,845 | $52.5K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 1,978 | $56.2K | 0.00% | +1,978 | New |
| Allworth Financial LP | 2,082 | $59.2K | 0.00% | +580+38.6% | Added |
| Larson Financial Group LLC | 2,237 | $63.6K | 0.00% | +459+25.8% | Added |
| Bruce G. Allen Investments, LLC | 2,310 | $65.7K | 0.04% | −443−16.1% | Reduced |
| Community Bank, N.A. | 2,479 | $70.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,944 | $83.7K | 0.00% | +2,900+6,590.9% | Added |
| SRS Capital Advisors, Inc. | 3,098 | $96.7K | 0.00% | +2,796+925.8% | Added |
| Rossby Financial, LCC | 3,664 | $107.3K | 0.02% | +3,664 | New |
| Advisory Services Network, LLC | 3,853 | $109.6K | 0.00% | +3,853 | New |
| Ronald Blue Trust, Inc. | 4,086 | $116.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,331 | $123.1K | 0.00% | +1,960+82.7% | Added |
| National Bank of Canada | 4,878 | $138.7K | 0.00% | +17+0.3% | Added |
| Allianz SE | 5,097 | $144.9K | 0.00% | 00.0% | Unchanged |