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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,074
shares
|
$26,613
0.02% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
925
shares
|
$22,921
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
925
shares
|
$22,921
0.0% of portfolio
|
Q1 2025
Reduced 41.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
830
shares
|
$20,567
0.0% of portfolio
|
Q3 2024
Added 36.29%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
740
shares
|
$18,337
0.0% of portfolio
|
Q2 2025
Added 432.37%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
643
shares
|
$15,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
546
shares
|
$13,529
0.0% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
507
shares
|
$12,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
502
shares
|
$12,439
0.0% of portfolio
|
Q2 2024
Reduced 99.74%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
500
shares
|
$12,390
0.0% of portfolio
|
Q3 2022
Added 25.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
487
shares
|
$12,067
0.0% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
478
shares
|
$11,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
473
shares
|
$11,720
0.0% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
431
shares
|
$10,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
422
shares
|
$10,457
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
333
shares
|
$8,251
0.0% of portfolio
|
Q1 2025
Added 4657.14%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
329
shares
|
$8,152
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
322
shares
|
$7,979
0.0% of portfolio
|
Q1 2025
Added 42.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$6,814
0.0% of portfolio
|
Q2 2022
Reduced 20.29%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
252
shares
|
$6,244
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
244
shares
|
$6,046
0.0% of portfolio
|
Q2 2022
Reduced 69.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
240
shares
|
$5,947
0.0% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
239
shares
|
$5,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
226
shares
|
$5,600
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
216
shares
|
$5,352
0.0% of portfolio
|
Q1 2025
New holding
|