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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
210
shares
|
$5,203
0.0% of portfolio
|
Q1 2025
Added 52.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
207
shares
|
$5,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
189
shares
|
$4,683
0.0% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
187
shares
|
$4,633
0.0% of portfolio
|
Q4 2024
Reduced 32.49%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
186
shares
|
$4,609
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
184
shares
|
$4,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
181
shares
|
$4,485
0.0% of portfolio
|
Q2 2020
Added 22.99%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
173
shares
|
$4,286
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
172
shares
|
$4,262
0.0% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
138
shares
|
$3,419
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
121
shares
|
$2,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
120
shares
|
$2,973
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
109
shares
|
$2,701
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
96
shares
|
$2,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
95
shares
|
$2,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
92
shares
|
$2,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
89
shares
|
$2,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
89
shares
|
$2,205
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
73
shares
|
$1,808
0.0% of portfolio
|
Q1 2022
Reduced 20.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
71
shares
|
$1,759
0.0% of portfolio
|
Q4 2024
Reduced 62.83%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
68
shares
|
$1,685
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
67
shares
|
$1,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
64
shares
|
$1,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
49
shares
|
$1,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
44
shares
|
$1,090
0.0% of portfolio
|
Q1 2025
New holding
|