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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5,134 | $150.3K | 0.00% | +1,404+37.6% | Added |
| Advisor Group Holdings, Inc. | 5,545 | $157.6K | 0.00% | −541−8.9% | Reduced |
| Strategic Investment Advisors | 5,829 | $165.7K | 0.01% | +5,829 | New |
| Beacon Pointe Advisors, LLC | 7,205 | $204.9K | 0.00% | +7,205 | New |
| Trust Point Inc. | 7,289 | $207.2K | 0.02% | −629−7.9% | Reduced |
| Janney Montgomery Scott LLC | 7,671 | $218.0K | 0.00% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 7,690 | $218.6K | 0.04% | +7,690 | New |
| Two Sigma Securities, LLC | 7,878 | $224.0K | 0.03% | +7,878 | New |
| Glenmede Trust Co NA | 7,913 | $225.0K | 0.00% | +315+4.1% | Added |
| MAI Capital Management | 7,955 | $226.2K | 0.00% | +6,032+313.7% | Added |
| Parallel Advisors, LLC | 8,221 | $233.7K | 0.00% | +919+12.6% | Added |
| Cetera Trust Company, N.A | 8,245 | $234.4K | 0.13% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,399 | $238.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 8,727 | $248.1K | 0.00% | +1,923+28.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,734 | $248.3K | 0.03% | −1,444−14.2% | Reduced |
| Brown Financial Advisors | 9,170 | $260.7K | 0.10% | +9,170 | New |
| Net Worth Advisory Group | 9,271 | $263.6K | 0.05% | +395+4.5% | Added |
| EverSource Wealth Advisors, LLC | 9,439 | $268.4K | 0.01% | +3,033+47.3% | Added |
| PDS Planning, Inc | 9,551 | $271.5K | 0.02% | +436+4.8% | Added |
| Entropy Technologies, LP | 9,662 | $274.7K | 0.01% | +9,662 | New |
| GAMMA Investing LLC | 9,703 | $275.9K | 0.01% | +567+6.2% | Added |
| Mattson Financial Services, LLC | 9,741 | $276.9K | 0.07% | +9,741 | New |
| Kathmere Capital Management, LLC | 10,055 | $285.9K | 0.02% | +2,141+27.1% | Added |
| Keybank National Association | 10,124 | $287.8K | 0.00% | +10,124 | New |
| Commonwealth Equity Services, LLC | 10,296 | $292.7K | 0.00% | +432+4.4% | Added |
| Dynasty Wealth Management, LLC | 10,374 | $294.9K | 0.00% | +245+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,488 | $298.0K | 0.00% | +36+0.3% | Added |
| Truist Financial Corp | 10,856 | $308.6K | 0.00% | +2,390+28.2% | Added |
| Captrust Financial Advisors | 10,941 | $311.1K | 0.00% | +1,456+15.4% | Added |
| M&T Bank Corp | 11,116 | $315.6K | 0.00% | +1,035+10.3% | Added |
| Stifel Financial Corp | 11,465 | $325.9K | 0.00% | −535−4.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,870 | $338.2K | 0.00% | +2,747+30.1% | Added |
| Sivia Capital Partners, LLC | 12,077 | $343.3K | 0.07% | +12,077 | New |
| Rockefeller Capital Management L.P. | 12,515 | $355.8K | 0.00% | +6,903+123.0% | Added |
| Smartleaf Asset Management LLC | 13,103 | $358.8K | 0.01% | −680−4.9% | Reduced |
| Summit Trail Advisors, LLC | 12,714 | $361.5K | 0.01% | +12,714 | New |
| Venturi Wealth Management, LLC | 12,888 | $366.4K | 0.02% | +2,497+24.0% | Added |
| BNP Paribas Arbitrage, SA | 13,076 | $371.8K | 0.00% | −13,621−51.0% | Reduced |
| Concurrent Investment Advisors, LLC | 13,198 | $375.2K | 0.00% | −5,632−29.9% | Reduced |
| CI Private Wealth, LLC | 14,663 | $396.3K | 0.00% | +3,627+32.9% | Added |
| Yousif Capital Management, LLC | 14,195 | $403.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14,722 | $418.5K | 0.08% | +11,113+307.9% | Added |
| Winton Group Ltd | 14,900 | $423.6K | 0.01% | +14,900 | New |
| Shelton Capital Management | 15,199 | $432.1K | 0.01% | −1,178−7.2% | Reduced |
| Advisors Asset Management, Inc. | 15,245 | $433.4K | 0.01% | +15,245 | New |
| RSM US Wealth Management LLC | 15,271 | $434.2K | 0.01% | +510+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 15,916 | $460.1K | 0.00% | +2,810+21.4% | Added |
| United Capital Financial Advisers, LLC | 16,667 | $473.8K | 0.00% | −1,218−6.8% | Reduced |
| Axq Capital, LP | 17,293 | $491.6K | 0.06% | +17,293 | New |
| Sterling Capital Management LLC | 17,415 | $495.1K | 0.01% | −4,878−21.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,585 | $499.9K | 0.01% | +1,825+11.6% | Added |
| Earnest Partners LLC | 17,865 | $507.9K | 0.00% | −7,966−30.8% | Reduced |
| Naviter Wealth, LLC | 18,389 | $529.8K | 0.07% | +1,970+12.0% | Added |
| GWM Advisors LLC | 18,651 | $530.2K | 0.00% | −148−0.8% | Reduced |
| Versant Capital Management, Inc | 18,892 | $537.1K | 0.05% | +3,953+26.5% | Added |
| Merit Financial Group, LLC | 19,156 | $544.6K | 0.00% | +488+2.6% | Added |
| HighTower Advisors, LLC | 19,276 | $548.0K | 0.00% | +1,481+8.3% | Added |
| Sequoia Financial Advisors, LLC | 19,440 | $552.7K | 0.00% | +6,124+46.0% | Added |
| Gallacher Capital Management LLC | 19,951 | $567.2K | 0.22% | −228−1.1% | Reduced |
| Laird Norton Trust Company, LLC | 19,891 | $573.0K | 0.01% | +1,056+5.6% | Added |
| Ballentine Partners, LLC | 20,923 | $594.8K | 0.01% | +919+4.6% | Added |
| Savant Capital, LLC | 21,524 | $611.9K | 0.00% | +3,274+17.9% | Added |
| Wealth Alliance | 21,853 | $621.3K | 0.06% | −4,879−18.3% | Reduced |
| CAPROCK Group, Inc. | 21,894 | $630.6K | 0.02% | +3,209+17.2% | Added |
| Syon Capital LLC | 23,847 | $678.0K | 0.03% | +1,463+6.5% | Added |
| Bain Capital Public Equity, LP | 24,162 | $686.9K | 3.82% | +24,162 | New |
| Atomi Financial Group, Inc. | 24,661 | $701.1K | 0.02% | +913+3.8% | Added |
| Vise Technologies, Inc. | 22,745 | $707.8K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 24,969 | $709.9K | 0.00% | +7,192+40.5% | Added |
| NewEdge Wealth, LLC | 25,155 | $715.1K | 0.01% | −3,369−11.8% | Reduced |
| Vident Advisory, LLC | 25,155 | $715.2K | 0.01% | +6,993+38.5% | Added |
| Aaron Wealth Advisors | 25,856 | $735.1K | 0.04% | +9,169+54.9% | Added |
| First Affirmative Financial Network | 26,443 | $751.8K | 0.29% | +26,443 | New |
| Franklin Resources Inc | 27,009 | $767.9K | 0.00% | +9,883+57.7% | Added |
| Rhumbline Advisers | 27,114 | $770.8K | 0.00% | −2,749−9.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,735 | $776.4K | 0.00% | −11,269−29.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 27,314 | $776.5K | 0.19% | +41+0.2% | Added |
| Cetera Investment Advisers | 27,461 | $780.7K | 0.00% | +5,160+23.1% | Added |
| Northwestern Mutual Wealth Management Co | 28,322 | $805.2K | 0.00% | +3,080+12.2% | Added |
| The PNC Financial Services Group, Inc. | 28,405 | $807.5K | 0.00% | +3,517+14.1% | Added |
| Signaturefd, LLC | 29,927 | $850.8K | 0.01% | +1,157+4.0% | Added |
| First Trust Advisors LP | 30,068 | $854.8K | 0.00% | +4,226+16.4% | Added |
| Park Avenue Securities LLC | 30,448 | $866.0K | 0.01% | +4,159+15.8% | Added |
| Atria Investments LLC | 31,211 | $887.3K | 0.01% | −7,172−18.7% | Reduced |
| Two Sigma Investments, LP | 32,000 | $909.8K | 0.00% | +32,000 | New |
| Balyasny Asset Management LLC | 32,156 | $914.2K | 0.00% | +32,156 | New |
| Stratos Wealth Partners, LTD. | 32,265 | $917.3K | 0.01% | +4,176+14.9% | Added |
| UBS Asset Management Americas Inc | 32,589 | $926.5K | 0.00% | +26,919+474.8% | Added |
| Catalytic Wealth RIA, LLC | 32,789 | $932.2K | 0.04% | +4,489+15.9% | Added |
| Evergreen Capital Management LLC | 32,398 | $933.8K | 0.02% | +2,373+7.9% | Added |
| US Bancorp | 32,869 | $934.5K | 0.00% | +1,613+5.2% | Added |
| Ieq Capital, LLC | 33,111 | $941.4K | 0.00% | +17,895+117.6% | Added |
| GeoWealth Management, LLC | 33,208 | $944.1K | 0.03% | +5,104+18.2% | Added |
| Integrated Quantitative Investments LLC | 33,902 | $963.8K | 0.17% | +33,902 | New |
| Colony Group, LLC | 33,710 | $980.3K | 0.00% | +9,775+40.8% | Added |
| Brinker Capital Investments, LLC | 37,583 | $1.07M | 0.01% | −9,773−20.6% | Reduced |
| Jones Financial Companies LLLP | 39,273 | $1.09M | 0.00% | +29,927+320.2% | Added |
| Hantz Financial Services, Inc. | 38,491 | $1.09M | 0.02% | +9,300+31.9% | Added |
| LPL Financial LLC | 38,979 | $1.11M | 0.00% | −39,352−50.2% | Reduced |
| Bank of Montreal | 39,281 | $1.12M | 0.00% | +9,448+31.7% | Added |