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Security record · archived quarter

PUK

Prudential plc · Financial Services · Insurance - Life

23.70 -1.3% mkt cap $29.11B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
72Tracked holders
+1Δ holders
30.95MShares held
$878.70MReported value
+5New positions
−4Exits
Rising Conviction score 60/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow +8.6% · net new positions +1.4% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 -1 32.34K $772,297 n/a −2
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 n/a −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 n/a
Q4 2024 6 -2 2.05M $32.65M n/a −2
Q3 2024 8 +1 2.51M $47.10M +2 −1
Q2 2024 7 n/a 2.27M $41.58M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 5.10M +4.9% $145.12M 0.0% ▲ Add 3 SEC ↗ ×9
2 Bank Of America Corp /De/ 4.47M +5.6% $127.10M 0.0% ▲ Add 2 SEC ↗ ×4
3 Fidelity (FMR) ✦ 4.06M +9.3% $115.46M 0.0% ▲ Add 4 SEC ↗ ×2
4 Dimensional Fund Advisors Lp 2.83M +9.3% $80.20M 0.0% ▲ Add 2 SEC ↗ ×5
5 Goldman Sachs Group ✦ 2.75M -1.9% $78.22M 0.0% ▼ Trim 3 SEC ↗ ×2
6 Arrowstreet Capital ✦ 2.40M +13.9% $68.16M 0.0% ▲ Add 7 SEC ↗
7 BlackRock ✦ (passive) 1.39M +10.6% $39.48M 0.0% ▲ Add 4 SEC ↗ ×3
8 Northern Trust Corp 1.31M -10.1% $37.19M 0.0% ▼ Trim 2 SEC ↗ ×3
9 JPMorgan Chase ✦ 804.01K +243.0% $22.01M 0.0% ▲ Add 3 SEC ↗ ×8
10 American Century Companies Inc 653.72K +38.4% $18.59M 0.0% ▲ Add 2 SEC ↗
11 Quantinno Capital Management LP 638.52K +45.5% $18.15M 0.0% ▲ Add 2 SEC ↗
12 Envestnet Asset Management Inc 500.27K +9.0% $14.22M 0.0% ▲ Add 2 SEC ↗
13 Connor, Clark & Lunn Investment… 430.67K -45.6% $12.24M 0.0% ▼ Trim 2 SEC ↗
14 Creative Planning 257.06K +10.2% $7.31M 0.0% ▲ Add 2 SEC ↗ ×2
15 Sei Investments Co 253.18K -9.1% $7.20M 0.0% ▼ Trim 2 SEC ↗
16 Assetmark, Inc 251.05K +14270.3% $7.14M 0.0% ▲ Add 2 SEC ↗
17 Wells Fargo & Company/Mn 239.28K -1.1% $6.80M 0.0% ▼ Trim 2 SEC ↗ ×3
18 Charles Schwab Investment… 234.45K +11.3% $6.67M 0.0% ▲ Add 2 SEC ↗ ×2
19 Royal Bank Of Canada 231.19K -11.3% $6.57M 0.0% ▼ Trim 2 SEC ↗ ×7
20 Jane Street Group, Llc 192.72K +1095.9% $5.48M 0.0% ▲ Add 2 SEC ↗ ×3
21 AQR Capital Management ✦ 140.93K +81.1% $4.01M 0.0% ▲ Add 4 SEC ↗ ×3
22 Raymond James Financial Inc 140.22K -17.9% $3.99M 0.0% ▼ Trim 2 SEC ↗ ×2
23 Marshall Wace ✦ 123.58K New $3.51M 0.0% New 1 SEC ↗
24 Mariner, LLC 96.00K +15.3% $2.73M 0.0% ▲ Add 2 SEC ↗
25 Bank of New York Mellon Corp 91.49K +0.8% $2.60M 0.0% ▲ Add 2 SEC ↗ ×6
26 Citadel Advisors ✦ 89.89K -38.6% $2.56M 0.0% ▼ Trim 8 SEC ↗
27 Ameriprise Financial Inc 83.45K -13.5% $2.38M 0.0% ▼ Trim 2 SEC ↗ ×3
28 Citigroup Inc 78.03K +63.2% $2.22M 0.0% ▲ Add 2 SEC ↗ ×2
29 Mercer Global Advisors Inc /Adv 73.55K +42.8% $2.09M 0.0% ▲ Add 2 SEC ↗
30 UBS Group AG 67.93K -61.8% $1.93M 0.0% ▼ Trim 2 SEC ↗ ×4
31 Millennium Management ✦ 63.64K New $1.81M 0.0% New 1 SEC ↗
32 Nuveen, LLC 63.05K -3.1% $1.79M 0.0% ▼ Trim 2 SEC ↗
33 Hrt Financial Lp 53.36K +275.2% $1.52M 0.0% ▲ Add 2 SEC ↗
34 Russell Investments Group, Ltd. 52.61K +13.2% $1.50M 0.0% ▲ Add 2 SEC ↗
35 Cerity Partners LLC 41.29K +47.1% $1.17M 0.0% ▲ Add 2 SEC ↗ ×3
36 Mml Investors Services, Llc 41.27K +3.5% $1.17M 0.0% ▲ Add 2 SEC ↗
37 Bank Of Montreal /Can/ 39.28K +31.7% $1.12M 0.0% ▲ Add 2 SEC ↗ ×4
38 LPL Financial LLC 38.98K -50.2% $1.11M 0.0% ▼ Trim 2 SEC ↗
39 Jones Financial Companies Lllp 39.27K +320.2% $1.09M 0.0% ▲ Add 2 SEC ↗
40 Focus Partners Wealth 33.71K +40.8% $980,297 0.0% ▲ Add 2 SEC ↗
41 Us Bancorp \De\ 32.87K +5.2% $934,466 0.0% ▲ Add 2 SEC ↗ ×3
42 UBS AM, a distinct business unit of… 32.59K +474.8% $926,505 0.0% ▲ Add 2 SEC ↗
43 Balyasny Asset Management L.P. 32.16K New $914,195 0.0% New 1 SEC ↗
44 Two Sigma Investments ✦ 32.00K New $909,760 0.0% New 1 SEC ↗
45 First Trust Advisors Lp 30.07K +16.4% $854,833 0.0% ▲ Add 2 SEC ↗
46 Pnc Financial Services Group, Inc. 28.41K +14.1% $807,541 0.0% ▲ Add 2 SEC ↗ ×5
47 Northwestern Mutual Wealth… 28.32K +12.2% $805,196 0.0% ▲ Add 2 SEC ↗
48 Cetera Investment Advisers 27.46K +23.1% $780,712 0.0% ▲ Add 2 SEC ↗
49 Wealth Enhancement Advisory… 26.73K -29.6% $776,387 0.0% ▼ Trim 2 SEC ↗
50 Rhumbline Advisers 27.11K -9.2% $770,834 0.0% ▼ Trim 2 SEC ↗
51 Franklin Resources Inc 27.01K +57.7% $767,867 0.0% ▲ Add 2 SEC ↗ ×6
52 Neuberger Berman Group LLC 24.97K +40.5% $709,855 0.0% ▲ Add 2 SEC ↗ ×2
53 HighTower Advisors, LLC 19.28K +8.3% $547,994 0.0% ▲ Add 2 SEC ↗
54 Allspring Global Investments… 15.92K +21.4% $460,132 0.0% ▲ Add 2 SEC ↗
55 Corient Private Wealth LP 14.66K -33.6% $396,290 0.0% ▼ Trim 2 SEC ↗
56 Bnp Paribas Financial Markets 13.08K -51.0% $371,751 0.0% ▼ Trim 2 SEC ↗
57 Rockefeller Capital Management L.P. 12.52K +123.0% $355,837 0.0% ▲ Add 2 SEC ↗ ×4
58 Stifel Financial Corp 11.46K -4.5% $325,948 0.0% ▼ Trim 2 SEC ↗ ×4
59 Captrust Financial Advisors 10.94K +15.3% $311,065 0.0% ▲ Add 2 SEC ↗
60 Truist Financial Corp 10.86K +28.2% $308,636 0.0% ▲ Add 2 SEC ↗ ×2
61 Commonwealth Equity Services, Llc 10.30K +4.4% $292,710 0.0% ▲ Add 2 SEC ↗
62 Pacer Advisors, Inc. 20.27K +1.1% $278,000 0.0% ▲ Add 2 SEC ↗
63 Osaic Holdings, Inc. 5.54K -8.9% $157,638 0.0% ▼ Trim 2 SEC ↗
64 National Bank Of Canada /Fi/ 4.88K +0.3% $138,730 0.0% ▲ Add 2 SEC ↗
65 Cwm, Llc 4.33K +82.7% $123,138 0.0% ▲ Add 2 SEC ↗
66 Barclays Plc 1.98K New $56,235 0.0% New 1 SEC ↗
67 Optiver Holding B.V. 682 -98.5% $19,389 0.0% ▼ Trim 2 SEC ↗
68 Fifth Third Bancorp 282 +475.5% $8,017 0.0% ▲ Add 2 SEC ↗
69 TD Waterhouse Canada Inc. 141 +291.7% $4,128 0.0% ▲ Add 2 SEC ↗
70 Federated Hermes, Inc. 105 -43.9% $2,985 0.0% ▼ Trim 2 SEC ↗
71 Kayne Anderson Rudnick Investment… 8 0.0% $227 0.0% Held 2 SEC ↗
72 Nomura Asset Management Co Ltd 0 n/a $0 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $3.51M 0.0%
Millennium Management $1.81M 0.0%
Balyasny Asset Management L.P. $914,195 0.0%
Two Sigma Investments $909,760 0.0%
Barclays Plc $56,235 0.0%

Exited

Deutsche Bank Ag\ $2.87M was 0.0%
Susquehanna International… $306,501 was 0.0%
Harris Associates (Oakmark) $234,022 was 0.0%
Group One Trading Llc $36,815 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: Q1 2026 · Methodology · Get this via the API