Institutional Ownership Prudential PLC (PUK)
This table provides information about the institutional ownership of Prudential PLC (PUK). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $743 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,620
shares
|
$139,263
0.08% of portfolio
|
Q1 2025
Added 60.8%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,068
shares
|
$125,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,424
shares
|
$109,626
0.0% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,360
shares
|
$108,040
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
4,074
shares
|
$100,953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,925
shares
|
$97,261
0.0% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,683
shares
|
$91,264
0.0% of portfolio
|
Q1 2025
Reduced 34.45%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,507
shares
|
$86,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
3,300
shares
|
$81,774
0.03% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,277
shares
|
$81,204
0.0% of portfolio
|
Q4 2024
Added 54.2%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,850
shares
|
$70,623
0.0% of portfolio
|
Q4 2020
Reduced 3.08%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,808
shares
|
$69,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,753
shares
|
$68,219
0.05% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,648
shares
|
$65,617
0.0% of portfolio
|
Q1 2025
Reduced 85.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,563
shares
|
$63,511
0.01% of portfolio
|
Q1 2025
Added 38.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,013
shares
|
$49,882
0.0% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,912
shares
|
$47,379
0.0% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,900
shares
|
$47,082
0.0% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,728
shares
|
$42,819
0.0% of portfolio
|
Q1 2025
Added 242.86%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,606
shares
|
$39,796
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,557
shares
|
$38,582
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,350
shares
|
$33,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,315
shares
|
$32,585
0.0% of portfolio
|
Q1 2025
Added 74.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,188
shares
|
$29,438
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,092
shares
|
$27,059
0.02% of portfolio
|
Q1 2025
Reduced 42.41%
|