Institutional Ownership Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $873 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,043
shares
|
$315,277
0.01% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
10,573
shares
|
$301,859
0.0% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,279
shares
|
$293,465
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
10,244
shares
|
$292,466
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,124
shares
|
$289,040
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,030
shares
|
$286,356
0.02% of portfolio
|
Q3 2025
Added 44.13%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,000
shares
|
$285,500
0.01% of portfolio
|
Q3 2021
Reduced 20.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
9,927
shares
|
$283,415
0.03% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,667
shares
|
$275,992
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
9,665
shares
|
$275,935
0.02% of portfolio
|
Q3 2025
Added 126.13%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
9,488
shares
|
$270,882
0.0% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,367
shares
|
$267,427
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,291
shares
|
$265,258
0.0% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,032
shares
|
$257,863
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,860
shares
|
$252,953
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
8,539
shares
|
$243,788
0.01% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
8,465
shares
|
$241,675
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
7,881
shares
|
$225,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,741
shares
|
$221,005
0.01% of portfolio
|
Q3 2025
Reduced 68.26%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,495
shares
|
$213,982
0.0% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,302
shares
|
$208,472
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
7,278
shares
|
$207,786
0.13% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,261
shares
|
$207,301
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,182
shares
|
$205,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
6,870
shares
|
$196,138
0.11% of portfolio
|
Q2 2025
Added 22.24%
|
|