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 2026
Institutional positions in Prudential PLC as of Jun 30, 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
- 281
- +23 vs. Q1 2026
- Shares held
- 36.9M
- +727.7K (+2.0%) vs. Q1 2026
- Total value
- $989.5M
- −$34.5M (−3.4%) vs. Q1 2026
- New holders
- 51
- 98 more added
- Sold out
- 28
- 99 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Prudential PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 19,627 | $526.2K | 0.01% | −1,296−6.2% | Reduced |
| Hantz Financial Services, Inc. | 19,511 | $523.0K | 0.01% | −18,980−49.3% | Reduced |
| Neuberger Berman Group LLC | 19,487 | $522.5K | 0.00% | −5,482−22.0% | Reduced |
| Merit Financial Group, LLC | 19,332 | $518.3K | 0.00% | +176+0.9% | Added |
| Aaron Wealth Advisors | 19,174 | $514.1K | 0.03% | −6,682−25.8% | Reduced |
| CAPROCK Group, Inc. | 18,947 | $508.0K | 0.01% | −2,947−13.5% | Reduced |
| Franklin Resources Inc | 18,867 | $505.8K | 0.00% | −8,142−30.1% | Reduced |
| GWM Advisors LLC | 18,798 | $504.0K | 0.00% | +147+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,353 | $492.0K | 0.01% | +768+4.4% | Added |
| AMG National Trust Bank | 18,180 | $487.4K | 0.01% | −118,514−86.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,850 | $478.6K | 0.00% | −412,819−95.9% | Reduced |
| First Trust Advisors LP | 17,762 | $476.2K | 0.00% | −12,306−40.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,286 | $476.0K | 0.00% | +1,370+8.6% | Added |
| Citigroup Inc | 17,633 | $472.7K | 0.00% | −60,392−77.4% | Reduced |
| Sivia Capital Partners, LLC | 17,538 | $470.2K | 0.06% | +5,461+45.2% | Added |
| Earnest Partners LLC | 17,397 | $466.4K | 0.00% | −468−2.6% | Reduced |
| Advisors Asset Management, Inc. | 17,107 | $458.6K | 0.01% | +1,862+12.2% | Added |
| Flow Traders U.S. LLC | 16,596 | $445.0K | 0.02% | +16,596 | New |
| Stifel Financial Corp | 16,508 | $442.6K | 0.00% | +5,043+44.0% | Added |
| CI Private Wealth, LLC | 15,939 | $427.3K | 0.00% | +1,276+8.7% | Added |
| Versant Capital Management, Inc | 15,912 | $426.6K | 0.04% | −2,980−15.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,874 | $425.6K | 0.00% | +4,004+33.7% | Added |
| Shelton Capital Management | 15,657 | $419.8K | 0.01% | +458+3.0% | Added |
| United Capital Financial Advisers, LLC | 15,316 | $410.6K | 0.00% | −1,351−8.1% | Reduced |
| RSM US Wealth Management LLC | 15,187 | $407.2K | 0.00% | −84−0.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 15,113 | $405.2K | 0.06% | +391+2.7% | Added |
| Gallacher Capital Management LLC | 14,507 | $388.9K | 0.22% | −5,444−27.3% | Reduced |
| Concurrent Investment Advisors, LLC | 14,354 | $384.8K | 0.00% | +1,156+8.8% | Added |
| DV Equities, LLC | 14,285 | $383.0K | 0.06% | +14,285 | New |
| Entropy Technologies, LP | 13,983 | $374.9K | 0.01% | +4,321+44.7% | Added |
| Captrust Financial Advisors | 13,045 | $349.7K | 0.00% | +2,104+19.2% | Added |
| Smartleaf Asset Management LLC | 13,103 | $349.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,934 | $346.8K | 0.00% | −6,506−33.5% | Reduced |
| Rockefeller Capital Management L.P. | 12,863 | $344.9K | 0.00% | +348+2.8% | Added |
| Sanctuary Advisors, LLC | 12,616 | $338.2K | 0.00% | +12,616 | New |
| MAI Capital Management | 12,599 | $337.8K | 0.00% | +4,644+58.4% | Added |
| Xponance, Inc. | 12,371 | $331.7K | 0.00% | +3,644+41.8% | Added |
| Keybank National Association | 11,103 | $297.7K | 0.00% | +979+9.7% | Added |
| Ieq Capital, LLC | 10,884 | $291.8K | 0.00% | −22,227−67.1% | Reduced |
| M&T Bank Corp | 10,827 | $290.2K | 0.00% | −289−2.6% | Reduced |
| Mattson Financial Services, LLC | 10,150 | $290.1K | 0.06% | +409+4.2% | Added |
| Venturi Wealth Management, LLC | 10,777 | $288.9K | 0.01% | −2,111−16.4% | Reduced |
| Summit Trail Advisors, LLC | 10,491 | $281.3K | 0.00% | −2,223−17.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,287 | $276.0K | 0.00% | −201−1.9% | Reduced |
| Net Worth Advisory Group | 9,624 | $258.0K | 0.07% | +353+3.8% | Added |
| Kathmere Capital Management, LLC | 9,470 | $253.9K | 0.01% | −585−5.8% | Reduced |
| GAMMA Investing LLC | 9,280 | $248.8K | 0.01% | −423−4.4% | Reduced |
| Rehmann Capital Advisory Group | 9,302 | $248.6K | 0.01% | +9,302 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,226 | $247.3K | 0.02% | +492+5.6% | Added |
| Brown Financial Advisors | 9,207 | $246.8K | 0.09% | +37+0.4% | Added |
| Tower Research Capital LLC (TRC) | 9,165 | $245.7K | 0.01% | +6,221+211.3% | Added |
| EP Wealth Advisors, LLC | 8,628 | $231.3K | 0.00% | +8,628 | New |
| Cetera Trust Company, N.A | 8,395 | $225.1K | 0.11% | +150+1.8% | Added |
| Trust Point Inc. | 8,334 | $223.4K | 0.02% | +1,045+14.3% | Added |
| PDS Planning, Inc | 8,155 | $218.6K | 0.01% | −1,396−14.6% | Reduced |
| Lido Advisors, LLC | 7,851 | $210.5K | 0.00% | +7,851 | New |
| Parallel Advisors, LLC | 7,793 | $209.0K | 0.00% | −428−5.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,635 | $204.7K | 0.00% | +7,635 | New |
| Dynasty Wealth Management, LLC | 7,587 | $203.4K | 0.00% | −2,787−26.9% | Reduced |
| May Hill Capital, LLC | 7,508 | $201.3K | 0.04% | +7,508 | New |
| Glenmede Trust Co NA | 7,475 | $200.4K | 0.00% | −438−5.5% | Reduced |
| Farther Finance Advisors, LLC | 5,807 | $155.6K | 0.00% | +673+13.1% | Added |
| EverSource Wealth Advisors, LLC | 5,721 | $153.4K | 0.01% | −3,718−39.4% | Reduced |
| Global Retirement Partners, LLC | 5,446 | $146.0K | 0.00% | +5,446 | New |
| Strategic Investment Advisors | 5,101 | $136.8K | 0.01% | −728−12.5% | Reduced |
| Allianz SE | 5,097 | $136.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,066 | $135.8K | 0.00% | −479−8.6% | Reduced |
| National Bank of Canada | 4,696 | $125.9K | 0.00% | −182−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,115 | $110.3K | 0.00% | +29+0.7% | Added |
| Rossby Financial, LCC | 3,504 | $93.9K | 0.02% | −160−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,338 | $89.5K | 0.00% | +2,792+511.4% | Added |
| Fedenia Advisers LLC | 2,603 | $69.8K | 0.02% | +2,603 | New |
| Bruce G. Allen Investments, LLC | 2,554 | $68.5K | 0.04% | +244+10.6% | Added |
| SRS Capital Advisors, Inc. | 2,507 | $67.2K | 0.00% | −591−19.1% | Reduced |
| Community Bank, N.A. | 2,479 | $66.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,192 | $58.8K | 0.00% | +985+81.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,900 | $50.9K | 0.00% | −6,499−77.4% | Reduced |
| Basecamp Wealth Advisors LLC | 1,845 | $49.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,644 | $44.1K | 0.00% | −593−26.5% | Reduced |
| Owl Creek Wealth Partners LLC | 1,472 | $39.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,315 | $35.2K | 0.00% | −767−36.8% | Reduced |
| Grove Bank & Trust | 1,190 | $31.9K | 0.00% | −36−2.9% | Reduced |
| Rothschild Investment LLC | 1,177 | $31.5K | 0.00% | +77+7.0% | Added |
| Horizon Investments, LLC | 1,122 | $30.1K | 0.00% | +1,056+1,600.0% | Added |
| Westside Investment Management, Inc. | 1,070 | $28.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 955 | $25.6K | 0.00% | +554+138.2% | Added |
| Silver Grove Financial Group, Inc. | 947 | $25.4K | 0.01% | +947 | New |
| McGuire Capital Advisors Inc | 929 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 806 | $22.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 720 | $19.3K | 0.01% | +353+96.2% | Added |
| Salomon & Ludwin, LLC | 649 | $18.0K | 0.00% | −740−53.3% | Reduced |
| Continuum Advisory, LLC | 666 | $17.9K | 0.00% | +666 | New |
| Bare Financial Services, Inc | 646 | $17.3K | 0.00% | +213+49.2% | Added |
| Custom Index Systems, LLC | 629 | $16.9K | 0.01% | +629 | New |
| Mather Group, LLC. | 477 | $12.8K | 0.00% | −1−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 11,792 | $11.8K | 0.00% | +11,792 | New |
| True Wealth Design, LLC | 377 | $10.1K | 0.00% | −317−45.7% | Reduced |
| Parkside Financial Bank & Trust | 366 | $9.81K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 330 | $9.65K | 0.00% | +330 | New |
| United Financial Planning Group LLC | 359 | $9.63K | 0.00% | +359 | New |