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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 20,923 | $594.8K | 0.01% | +919+4.6% | Added |
| Laird Norton Trust Company, LLC | 19,891 | $573.0K | 0.01% | +1,056+5.6% | Added |
| Gallacher Capital Management LLC | 19,951 | $567.2K | 0.22% | −228−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 19,440 | $552.7K | 0.00% | +6,124+46.0% | Added |
| HighTower Advisors, LLC | 19,276 | $548.0K | 0.00% | +1,481+8.3% | Added |
| Merit Financial Group, LLC | 19,156 | $544.6K | 0.00% | +488+2.6% | Added |
| Versant Capital Management, Inc | 18,892 | $537.1K | 0.05% | +3,953+26.5% | Added |
| GWM Advisors LLC | 18,651 | $530.2K | 0.00% | −148−0.8% | Reduced |
| Naviter Wealth, LLC | 18,389 | $529.8K | 0.07% | +1,970+12.0% | Added |
| Earnest Partners LLC | 17,865 | $507.9K | 0.00% | −7,966−30.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,585 | $499.9K | 0.01% | +1,825+11.6% | Added |
| Sterling Capital Management LLC | 17,415 | $495.1K | 0.01% | −4,878−21.9% | Reduced |
| Axq Capital, LP | 17,293 | $491.6K | 0.06% | +17,293 | New |
| United Capital Financial Advisers, LLC | 16,667 | $473.8K | 0.00% | −1,218−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,916 | $460.1K | 0.00% | +2,810+21.4% | Added |
| RSM US Wealth Management LLC | 15,271 | $434.2K | 0.01% | +510+3.5% | Added |
| Advisors Asset Management, Inc. | 15,245 | $433.4K | 0.01% | +15,245 | New |
| Shelton Capital Management | 15,199 | $432.1K | 0.01% | −1,178−7.2% | Reduced |
| Winton Group Ltd | 14,900 | $423.6K | 0.01% | +14,900 | New |
| Caitong International Asset Management Co., Ltd | 14,722 | $418.5K | 0.08% | +11,113+307.9% | Added |
| Yousif Capital Management, LLC | 14,195 | $403.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,663 | $396.3K | 0.00% | +3,627+32.9% | Added |
| Concurrent Investment Advisors, LLC | 13,198 | $375.2K | 0.00% | −5,632−29.9% | Reduced |
| BNP Paribas Arbitrage, SA | 13,076 | $371.8K | 0.00% | −13,621−51.0% | Reduced |
| Venturi Wealth Management, LLC | 12,888 | $366.4K | 0.02% | +2,497+24.0% | Added |
| Summit Trail Advisors, LLC | 12,714 | $361.5K | 0.01% | +12,714 | New |
| Smartleaf Asset Management LLC | 13,103 | $358.8K | 0.01% | −680−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 12,515 | $355.8K | 0.00% | +6,903+123.0% | Added |
| Sivia Capital Partners, LLC | 12,077 | $343.3K | 0.07% | +12,077 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,870 | $338.2K | 0.00% | +2,747+30.1% | Added |
| Stifel Financial Corp | 11,465 | $325.9K | 0.00% | −535−4.5% | Reduced |
| M&T Bank Corp | 11,116 | $315.6K | 0.00% | +1,035+10.3% | Added |
| Captrust Financial Advisors | 10,941 | $311.1K | 0.00% | +1,456+15.4% | Added |
| Truist Financial Corp | 10,856 | $308.6K | 0.00% | +2,390+28.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,488 | $298.0K | 0.00% | +36+0.3% | Added |
| Dynasty Wealth Management, LLC | 10,374 | $294.9K | 0.00% | +245+2.4% | Added |
| Commonwealth Equity Services, LLC | 10,296 | $292.7K | 0.00% | +432+4.4% | Added |
| Keybank National Association | 10,124 | $287.8K | 0.00% | +10,124 | New |
| Kathmere Capital Management, LLC | 10,055 | $285.9K | 0.02% | +2,141+27.1% | Added |
| Mattson Financial Services, LLC | 9,741 | $276.9K | 0.07% | +9,741 | New |
| GAMMA Investing LLC | 9,703 | $275.9K | 0.01% | +567+6.2% | Added |
| Entropy Technologies, LP | 9,662 | $274.7K | 0.01% | +9,662 | New |
| PDS Planning, Inc | 9,551 | $271.5K | 0.02% | +436+4.8% | Added |
| EverSource Wealth Advisors, LLC | 9,439 | $268.4K | 0.01% | +3,033+47.3% | Added |
| Net Worth Advisory Group | 9,271 | $263.6K | 0.05% | +395+4.5% | Added |
| Brown Financial Advisors | 9,170 | $260.7K | 0.10% | +9,170 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,734 | $248.3K | 0.03% | −1,444−14.2% | Reduced |
| Xponance, Inc. | 8,727 | $248.1K | 0.00% | +1,923+28.3% | Added |
| Federation des caisses Desjardins du Quebec | 8,399 | $238.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 8,245 | $234.4K | 0.13% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,221 | $233.7K | 0.00% | +919+12.6% | Added |
| MAI Capital Management | 7,955 | $226.2K | 0.00% | +6,032+313.7% | Added |
| Glenmede Trust Co NA | 7,913 | $225.0K | 0.00% | +315+4.1% | Added |
| Two Sigma Securities, LLC | 7,878 | $224.0K | 0.03% | +7,878 | New |
| PAX Financial Group, LLC | 7,690 | $218.6K | 0.04% | +7,690 | New |
| Janney Montgomery Scott LLC | 7,671 | $218.0K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 7,289 | $207.2K | 0.02% | −629−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,205 | $204.9K | 0.00% | +7,205 | New |
| Strategic Investment Advisors | 5,829 | $165.7K | 0.01% | +5,829 | New |
| Advisor Group Holdings, Inc. | 5,545 | $157.6K | 0.00% | −541−8.9% | Reduced |
| Farther Finance Advisors, LLC | 5,134 | $150.3K | 0.00% | +1,404+37.6% | Added |
| Allianz SE | 5,097 | $144.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 4,878 | $138.7K | 0.00% | +17+0.3% | Added |
| CWM, LLC | 4,331 | $123.1K | 0.00% | +1,960+82.7% | Added |
| Ronald Blue Trust, Inc. | 4,086 | $116.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,853 | $109.6K | 0.00% | +3,853 | New |
| Rossby Financial, LCC | 3,664 | $107.3K | 0.02% | +3,664 | New |
| SRS Capital Advisors, Inc. | 3,098 | $96.7K | 0.00% | +2,796+925.8% | Added |
| Tower Research Capital LLC (TRC) | 2,944 | $83.7K | 0.00% | +2,900+6,590.9% | Added |
| Community Bank, N.A. | 2,479 | $70.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,310 | $65.7K | 0.04% | −443−16.1% | Reduced |
| Larson Financial Group LLC | 2,237 | $63.6K | 0.00% | +459+25.8% | Added |
| Allworth Financial LP | 2,082 | $59.2K | 0.00% | +580+38.6% | Added |
| Barclays PLC | 1,978 | $56.2K | 0.00% | +1,978 | New |
| Basecamp Wealth Advisors LLC | 1,845 | $52.5K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,472 | $41.8K | 0.01% | +1,472 | New |
| Salomon & Ludwin, LLC | 1,389 | $40.3K | 0.00% | +739+113.7% | Added |
| RWM Asset Management, LLC | 1,267 | $36.0K | 0.00% | +1,267 | New |
| Grove Bank & Trust | 1,226 | $34.9K | 0.00% | +25+2.1% | Added |
| Brown Brothers Harriman & Co | 1,207 | $34.3K | 0.00% | +942+355.5% | Added |
| Rothschild Investment LLC | 1,100 | $31.3K | 0.00% | +36+3.4% | Added |
| Westside Investment Management, Inc. | 1,070 | $31.1K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 929 | $26.4K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 928 | $26.4K | 0.01% | +928 | New |
| Manchester Capital Management LLC | 794 | $22.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 806 | $22.0K | 0.00% | −560−41.0% | Reduced |
| V-Square Quantitative Management LLC | 751 | $21.4K | 0.00% | +751 | New |
| True Wealth Design, LLC | 694 | $19.7K | 0.01% | +356+105.3% | Added |
| Optiver Holding B.V. | 682 | $19.4K | 0.00% | −45,204−98.5% | Reduced |
| Sound Income Strategies, LLC | 612 | $17.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 546 | $15.5K | 0.00% | +66+13.8% | Added |
| Mather Group, LLC. | 478 | $13.6K | 0.00% | +478 | New |
| Bare Financial Services, Inc | 433 | $12.3K | 0.00% | +36+9.1% | Added |
| Whipplewood Advisors, LLC | 423 | $12.0K | 0.01% | +409+2,921.4% | Added |
| Cornerstone Planning Group LLC | 387 | $11.7K | 0.00% | +12+3.2% | Added |
| TD Private Client Wealth LLC | 401 | $11.4K | 0.00% | +274+215.7% | Added |
| Root Financial Partners, LLC | 372 | $10.6K | 0.00% | +1+0.3% | Added |
| WPG Advisers, LLC | 367 | $10.4K | 0.01% | −472−56.3% | Reduced |
| Parkside Financial Bank & Trust | 366 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 337 | $9.58K | 0.00% | +18+5.6% | Added |