Security record
PUK
Prudential plc · Financial Services · Insurance - Life
74Tracked holders
+4Δ holders
31.41MShares held
$841.81MReported value
+7New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +5.7% ·
share flow +1.5% ·
net new positions +4.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +4 | 31.41M | $841.81M | +7 | −4 |
| Q1 2026 | 72 | +1 | 30.95M | $878.70M | +5 | −4 |
| Q4 2025 | 71 | -3 | 28.49M | $886.42M | — | −3 |
| Q3 2025 | 12 | 0 | 13.84M | $387.50M | +1 | −1 |
| Q2 2025 | 9 | 0 | 6.74M | $168.56M | +1 | −1 |
| Q1 2025 | 7 | +1 | 4.55M | $97.79M | +1 | — |
| Q4 2024 | 6 | -2 | 2.05M | $32.65M | — | −2 |
| Q3 2024 | 8 | +1 | 2.51M | $47.10M | +2 | −1 |
| Q2 2024 | 7 | — | 2.27M | $41.58M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.01M | -1.9% | $134.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 2 | Fidelity (FMR) ✦ | 3.46M | -14.8% | $92.81M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 3.30M | -26.2% | $88.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Arrowstreet Capital ✦ | 2.69M | +12.0% | $71.99M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 2.65M | -6.1% | $71.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | Goldman Sachs Group ✦ | 2.64M | -3.9% | $70.90M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 7 | Northern Trust Corp | 1.41M | +7.7% | $37.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Clearbridge Investments, LLC | 1.24M | New | $33.31M | 0.0% | New | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.15M | -17.2% | $30.81M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 10 | Marshall Wace ✦ | 898.20K | +626.8% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 671.21K | +34.2% | $17.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | American Century Companies Inc | 633.22K | -3.1% | $16.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 520.73K | -18.4% | $13.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 366.01K | +438.8% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 322.46K | +130.0% | $8.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Optiver Holding B.V. | 311.83K | +45622.3% | $8.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 304.61K | -62.1% | $8.11M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 18 | Sei Investments Co | 276.37K | +9.2% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 245.68K | -2.1% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 234.78K | +1.6% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 21 | Charles Schwab Investment… | 218.93K | -6.6% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 210.71K | +9.3% | $5.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Creative Planning | 209.48K | -18.5% | $5.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Point72 Asset Management ✦ | 206.35K | New | $5.53M | 0.0% | New | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 202.93K | -15.2% | $5.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | AQR Capital Management ✦ | 156.52K | +11.1% | $4.20M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 27 | Millennium Management ✦ | 155.66K | +144.6% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Balyasny Asset Management L.P. | 141.13K | +338.9% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Nuveen, LLC | 118.99K | +88.7% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Hrt Financial Lp | 111.52K | +109.0% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 100.44K | +9.8% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 32 | Mariner, LLC | 82.03K | -14.6% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 81.98K | -1.8% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | Alliancebernstein L.P. | 76.14K | New | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 78.32K | +89.8% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 76.75K | +95.4% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 37 | LPL Financial LLC | 67.91K | +74.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 57.79K | -21.4% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 52.81K | +0.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 51.42K | +56.4% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 41 | Cerity Partners LLC | 48.69K | +17.9% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Jones Financial Companies Lllp | 46.15K | +17.5% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Cetera Investment Advisers | 35.01K | +27.5% | $938,702 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 32.81K | +15.8% | $879,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 32.57K | -0.1% | $873,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rhumbline Advisers | 30.13K | +11.1% | $807,794 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 27.02K | +1.1% | $759,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Two Sigma Investments ✦ | 28.00K | -12.5% | $750,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Focus Partners Wealth | 27.66K | -17.9% | $741,614 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 27.32K | -3.8% | $732,543 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 51 | Squarepoint Ops LLC | 21.23K | New | $569,096 | 0.0% | New | 1 | SEC ↗ |
| 52 | Bnp Paribas Financial Markets | 21.11K | +61.4% | $565,825 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Truist Financial Corp | 20.80K | +91.6% | $557,755 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Neuberger Berman Group LLC | 19.49K | -22.0% | $522,451 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Franklin Resources Inc | 18.87K | -30.1% | $505,820 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 56 | Connor, Clark & Lunn Investment… | 17.85K | -95.9% | $478,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | First Trust Advisors Lp | 17.76K | -40.9% | $476,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Allspring Global Investments… | 17.29K | +8.6% | $475,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Citigroup Inc | 17.63K | -77.4% | $472,741 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Stifel Financial Corp | 16.51K | +44.0% | $442,585 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 61 | Corient Private Wealth LP | 15.84K | +8.0% | $424,601 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Captrust Financial Advisors | 13.04K | +19.2% | $349,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 12.86K | +2.8% | $344,894 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 64 | Pacer Advisors, Inc. | 19.30K | -4.8% | $257,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Lido Advisors, LLC | 7.85K | New | $210,520 | 0.0% | New | 1 | SEC ↗ |
| 66 | Harris Associates (Oakmark) ✦ | 7.63K | New | $204,694 | 0.0% | New | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 5.07K | -8.6% | $135,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | National Bank Of Canada /Fi/ | 4.70K | -3.7% | $125,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Federated Hermes, Inc. | 144 | +37.1% | $3,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 138 | -2.1% | $3,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Deutsche Bank Ag\ | 107 | New | $2,869 | 0.0% | New | 1 | SEC ↗ |
| 72 | Fifth Third Bancorp | 69 | -75.5% | $1,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Kayne Anderson Rudnick Investment… | 8 | 0.0% | $214 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Nomura Asset Management Co Ltd | 0 | — | $0 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Clearbridge Investments, LLC | $33.31M | 0.0% |
| Point72 Asset Management | $5.53M | 0.0% |
| Alliancebernstein L.P. | $2.16M | 0.0% |
| Squarepoint Ops LLC | $569,096 | 0.0% |
| Lido Advisors, LLC | $210,520 | 0.0% |
| Harris Associates (Oakmark) | $204,694 | 0.0% |
| Deutsche Bank Ag\ | $2,869 | 0.0% |
Exited
| Citadel Advisors | $2.56M | was 0.0% |
| HighTower Advisors, LLC | $547,994 | was 0.0% |
| Commonwealth Equity Services… | $292,710 | was 0.0% |
| Barclays Plc | $56,235 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 257 holders, 35.45M shares, $994.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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