PUK · Prudential PLC

$27.75 -0.60 (-2.12%) At close · Sep 4

Market Cap

$34.90B

1.23B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 283

Total Value: $989,670,014

Total Shares: 36,914,219

Showing 1–100 of 283 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding PUK

All superinvestors →

Bill Nygren $204,694

Holder Concentration

Across 283 13F filers · Δ vs Mar 31, 2026

Top Holder

13.6%

−0.5 pts

Top 5

46.3%

−6.6 pts

Top 10

68.4%

−4.5 pts

HHI

589

Broadly held−111

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +21

Institutional value: -4.0%

Shares held: +1.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large MARSHALL WACE, LLP	+774,617	898,196
Mid CAUSEWAY CAPITAL MANAGEMENT LLC	+368,067	1,689,218
Mid Optiver Holding B.V.	+311,144	311,826
Mega UBS Group AG	+298,080	366,008
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+288,000	2,685,352

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BANK OF AMERICA CORP /DE/	−1,173,244	3,297,386
Mega FMR LLC	−599,561	3,461,802
Mega JPMORGAN CHASE & CO	−499,401	304,608
Large Connor, Clark & Lunn Investment Management Ltd.	−412,819	17,850
Mega BlackRock, Inc.	−239,525	1,149,155

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Clearbridge Investments, LLC	1,242,524	$33,312,068
Small ABC ARBITRAGE SA	288,740	$7,741,119
Large Point72 Asset Management, L.P.	206,351	$5,532,270
Mega ALLIANCEBERNSTEIN L.P.	76,144	$2,041,420
Small Advisory Resource Group	45,065	$1,208,192

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Solel Partners LP	266,592	$7,579,210
Large PICTON MAHONEY ASSET MANAGEMENT	265,788	$7,556,352
Small Transmarket Holdings LP	168,481	$4,789,914
Mega CITADEL ADVISORS LLC	89,886	$2,555,458
Mid Brooklyn Investment Group	62,492	$1,776,647

Filter: New 52 Increased 98 Reduced 99 Sold out 31 Unchanged 34

Showing 100 of 283

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$134,283,190

13.57%

5,008,698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	1,500	$40,215	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	347,817	$9,324,973	6.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,541,228	$68,130,322	50.7%	Defined
Morgan Stanley Bank, N.A.	18	$482	0.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,928,350	$51,699,063	38.5%	Defined
EATON VANCE MANAGEMENT	189,785	$5,088,135	3.8%	Defined

FMR LLC

$92,810,910

9.38%

3,461,802

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	74,559	$1,998,926	2.2%	Defined
STRATEGIC ADVISERS LLC	3,387,243	$90,811,984	97.8%	Defined

BANK OF AMERICA CORP /DE/

$88,402,916

8.93%

3,297,386

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	71,627	$1,920,319	2.2%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	894,671	$23,986,129	27.1%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	2,331,088	$62,496,468	70.7%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$71,994,287

7.27%

2,685,352

DIMENSIONAL FUND ADVISORS LP

$71,145,909

7.19%

2,653,708

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	115,677	$3,101,300	4.4%	Defined
DFA Australia Ltd.	262,083	$7,026,445	9.9%	Defined
Dimensional Fund Advisors Pte. Ltd.	2,106	$56,461	0.1%	Defined
Dimensional Ireland Ltd	201,897	$5,412,858	7.6%	Defined
Held directly	2,071,945	$55,548,845	78.1%	Sole

GOLDMAN SACHS GROUP INC

$70,904,540

7.16%

2,644,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	48,859	$1,309,909	1.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	2,595,846	$69,594,631	98.2%	Defined

CAUSEWAY CAPITAL MANAGEMENT LLC

$45,287,934

4.58%

1,689,218

NORTHERN TRUST CORP

$37,769,310

3.82%

1,408,777

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,408,777	$37,769,310	100.0%	Defined

Clearbridge Investments, LLC

$33,312,068

3.37%

1,242,524

BlackRock, Inc.

$30,808,844

3.11%

1,149,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,765	$47,319	0.2%	Sole
Aperio Group, LLC	1,147,382	$30,761,311	99.8%	Sole
SpiderRock Advisors, LLC	8	$214	0.0%	Sole

MARSHALL WACE, LLP

$24,080,633

2.43%

898,196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	880,368	$23,602,665	98.0%	Other
MARSHALL WACE ASIA Ltd	17,828	$477,968	2.0%	Other

ENVESTNET ASSET MANAGEMENT INC

$17,995,086

1.82%

671,208

AMERICAN CENTURY COMPANIES INC

$16,976,628

1.72%

633,220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	633,220	$16,976,628	100.0%	Defined

Quantinno Capital Management LP

$13,960,878

1.41%

520,734

UBS Group AG

$9,812,673

0.99%

366,008

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	56,859	$1,524,389	15.5%	Defined
UBS AG	309,149	$8,288,284	84.5%	Defined

RAYMOND JAMES FINANCIAL INC

$8,645,071

0.87%

322,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	318,578	$8,541,076	98.8%	Defined
Raymond James Financial Services Advisors, Inc.	3,879	$103,995	1.2%	Defined

Optiver Holding B.V.

$8,360,055

0.84%

311,826

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	311,826	$8,360,055	100.0%	Defined

JPMORGAN CHASE & CO

$8,166,535

0.83%

304,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	902	$24,182	0.3%	Other
JPMorgan Chase Bank, N.A.	4,838	$129,705	1.6%	Other
J.P. Morgan Investment Management Inc.	127,224	$3,410,875	41.8%	Defined
J.P. Morgan Securities LLC	171,268	$4,591,694	56.2%	Defined
J.P. Morgan Securities plc	23	$616	0.0%	Defined
55I, LLC	353	$9,463	0.1%	Other

ABC ARBITRAGE SA

$7,741,119

0.78%

288,740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ABC ARBITRAGE ASSET MANAGEMENT	288,740	$7,741,119	100.0%	Other

SEI INVESTMENTS CO

$7,409,372

0.75%

276,366

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	276,366	$7,409,372	100.0%	Sole

ASSETMARK, INC

$6,586,573

0.67%

245,676

Pathstone Holdings, LLC

$6,484,936

0.66%

241,885

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	233,283	$6,254,317	96.4%	Defined
Willow Street Trust Co of Wyoming, LLC	330	$8,847	0.1%	Other
Held directly	8,272	$221,772	3.4%	Sole

ROYAL BANK OF CANADA

$6,294,477

0.64%

234,781

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	132,704	$3,557,794	56.5%	Defined
RBC Dominion Securities Inc.	95,303	$2,555,073	40.6%	Defined
RBC Private Counsel (USA) Inc.	3,678	$98,607	1.6%	Defined
RBC Trust Co (Delaware) Ltd	1,488	$39,893	0.6%	Defined
RBC Rochdale, LLC	1,204	$32,279	0.5%	Defined
RBC Europe Ltd	400	$10,724	0.2%	Defined
Held directly	4	$107	0.0%	Sole

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$5,869,620

0.59%

218,934

JANE STREET GROUP, LLC

$5,649,161

0.57%

210,711

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	115,305	$3,091,327	54.7%	Defined
Jane Street Global Trading, LLC	94,496	$2,533,437	44.8%	Defined
Jane Street Singapore Pte. Ltd	910	$24,397	0.4%	Defined

Creative Planning

$5,616,051

0.57%

209,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	10,463	$280,513	5.0%	Defined
Held directly	199,013	$5,335,538	95.0%	Sole

Point72 Asset Management, L.P.

$5,532,270

0.56%

206,351

WELLS FARGO & COMPANY/MN

$5,440,605

0.55%

202,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	42,546	$1,140,658	21.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	160,349	$4,298,956	79.0%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	37	$991	0.0%	Defined

Gradient Investments LLC

$4,958,804

0.50%

184,961

XTX Topco Ltd

$4,210,832

0.43%

157,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	157,062	$4,210,832	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$4,196,354

0.42%

156,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Arax Advisory Partners	762	$20,429	0.5%	Other
Held directly	155,760	$4,175,925	99.5%	Defined

MILLENNIUM MANAGEMENT LLC

$4,173,164

0.42%

155,657

QRG CAPITAL MANAGEMENT, INC.

$4,118,900

0.42%

153,633

Vident Advisory, LLC

$3,875,599

0.39%

144,558

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	20,197	$541,481	14.0%	Defined
CresAlta Investment Management, Inc.	119,294	$3,198,272	82.5%	Defined
Held directly	5,067	$135,846	3.5%	Sole

Balyasny Asset Management L.P.

$3,783,588

0.38%

141,126

Nuveen, LLC

$3,190,041

0.32%

118,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	118,987	$3,190,041	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$3,080,522

0.31%

114,902

NATIXIS ADVISORS, LLC

$3,059,423

0.31%

114,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	114,115	$3,059,423	100.0%	Defined

HRT FINANCIAL LP

$2,989,770

0.30%

111,517

OPPENHEIMER ASSET MANAGEMENT INC.

$2,907,516

0.29%

108,449

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Atalanta Sosnoff Capital	303	$8,123	0.3%	Other
Causeway Capital Management	83,324	$2,233,916	76.8%	Other
ClearBridge Advisors	24,822	$665,477	22.9%	Other

Mondrian Investment Partners LTD

$2,753,950

0.28%

102,721

Crossmark Global Holdings, Inc.

$2,719,901

0.27%

101,451

Bank of New York Mellon Corp

$2,692,927

0.27%

100,445

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	1,830	$49,062	1.8%	Defined
BNY Mellon, NA joint	88,889	$2,383,113	88.5%	Defined
BNY Mellon Advisors, Inc. joint	9,724	$260,699	9.7%	Other
Held directly	2	$53	0.0%	Defined

Madison Asset Management, LLC

$2,365,928

0.24%

88,248

Integrated Quantitative Investments LLC

$2,317,000

0.23%

86,423

Vestmark Advisory Solutions, Inc.

$2,263,299

0.23%

84,420

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NewEdge Wealth, LLC	28,648	$768,052	33.9%	Other
Held directly	55,772	$1,495,247	66.1%	Sole

Mariner, LLC

$2,199,304

0.22%

82,033

AMERIPRISE FINANCIAL INC

$2,197,775

0.22%

81,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	80,739	$2,164,612	98.5%	Defined
Ameriprise Financial Services, LLC	1,217	$32,627	1.5%	Defined
Ameriprise Bank, FSB	20	$536	0.0%	Defined

MML INVESTORS SERVICES, LLC

$2,099,705

0.21%

78,318

BANK OF MONTREAL /CAN/

$2,057,773

0.21%

76,754

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	3,611	$96,810	4.7%	Defined
BMO Family Office, LLC	5,442	$145,900	7.1%	Defined
BMO NESBITT BURNS INC.	58,467	$1,567,500	76.2%	Defined
BMO PRIVATE INVESTMENT COUNSEL INC.	8,468	$227,027	11.0%	Defined
BMO NESBITT BURNS SECURITIES LTD.	766	$20,536	1.0%	Defined

ALLIANCEBERNSTEIN L.P.

$2,041,420

0.21%

76,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	76,144	$2,041,420	100.0%	Defined

Ethic Inc.

$2,010,186

0.20%

74,979

WINTON GROUP Ltd

$1,890,105

0.19%

70,500

LPL Financial LLC

$1,820,720

0.18%

67,912

Orion Porfolio Solutions, LLC

$1,739,459

0.18%

64,881

MERCER GLOBAL ADVISORS INC /ADV

$1,549,323

0.16%

57,789

DAVENPORT & Co LLC

$1,478,973

0.15%

55,165

QUADRANT CAPITAL GROUP LLC

$1,429,750

0.14%

53,329

Russell Investments Group, Ltd.

$1,415,728

0.14%

52,806

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	52,806	$1,415,728	100.0%	Defined

US BANCORP \DE\

$1,378,595

0.14%

51,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	50,420	$1,351,759	98.1%	Defined
U.S. BANCORP ADVISORS, LLC	1,001	$26,836	1.9%	Defined

Callan Family Office, LLC

$1,308,247

0.13%

48,797

Cerity Partners LLC

$1,305,243

0.13%

48,685

Vanguard Personalized Indexing Management, LLC

$1,281,732

0.13%

47,808

JONES FINANCIAL COMPANIES LLLP

$1,237,281

0.13%

46,150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	46,150	$1,237,281	100.0%	Sole

Advisory Resource Group

$1,208,192

0.12%

45,065

Stratos Wealth Partners, LTD.

$1,122,507

0.11%

41,869

Manske Wealth Management

$1,108,164

0.11%

41,334

Savant Capital, LLC

$1,025,053

0.10%

38,234

Atria Investments, Inc

$949,958

0.10%

35,433

Cetera Investment Advisers

$938,698

0.09%

35,013

OLD MISSION CAPITAL LLC

$893,550

0.09%

33,329

RITHOLTZ WEALTH MANAGEMENT

$893,148

0.09%

33,314

GeoWealth Management, LLC

$885,668

0.09%

33,035

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$879,689

0.09%

32,812

GC Wealth Management RIA, LLC

$876,231

0.09%

32,683

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$873,148

0.09%

32,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	32,568	$873,148	100.0%	Defined

PARK AVENUE SECURITIES LLC

$825,319

0.08%

30,784

NewEdge Wealth, LLC

$809,715

0.08%

30,202

RHUMBLINE ADVISERS

$807,812

0.08%

30,131

SIGNATUREFD, LLC

$802,155

0.08%

29,920

TWO SIGMA INVESTMENTS, LP

$750,680

0.08%

28,000

Focus Partners Wealth

$741,591

0.07%

27,661

PNC FINANCIAL SERVICES GROUP, INC.

$732,554

0.07%

27,324

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	26,546	$711,697	97.2%	Defined
PNC Delaware Trust Company	333	$8,927	1.2%	Defined
PNC Wealth Management LLC	445	$11,930	1.6%	Defined

Legacy Wealth Asset Management, LLC

$726,202

0.07%

27,087

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$724,325

0.07%

27,017

EVERGREEN CAPITAL MANAGEMENT LLC

$688,132

0.07%

25,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	25,667	$688,132	100.0%	Other

Centiva Capital, LP

$655,209

0.07%

24,439

Naviter Wealth, LLC

$641,482

0.06%

23,927

WEALTH ALLIANCE, LLC

$634,405

0.06%

23,663

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Atria Investments joint	23,663	$634,405	100.0%	Defined

Engineers Gate Manager LP

$617,166

0.06%

23,020

Laird Norton Wetherby Trust Company, LLC

$601,427

0.06%

22,433

Compound Planning, Inc.

$597,460

0.06%

22,285

SYON CAPITAL LLC

$570,811

0.06%

21,291

Squarepoint Ops LLC

$569,095

0.06%

21,227

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	21,227	$569,095	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$565,825

0.06%

21,105

Vise Technologies, Inc.

$561,696

0.06%

20,951

HighTower Advisors, LLC

$559,712

0.06%

20,877

TRUIST FINANCIAL CORP

$557,755

0.06%

20,804

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	1,763	$47,266	8.5%	Defined
Truist Advisory Services, Inc.	19,041	$510,489	91.5%	Defined

Sterling Capital Management LLC

$532,929

0.05%

19,878

Quantbot Technologies LP

$528,720

0.05%

19,721

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	19,721	$528,720	100.0%	Sole

Key facts CIK 1116578 CUSIP 74435K204 13F (30d) 180 filings 179 filers Visit website Investor relations