# PRUDENTIAL PLC (PUK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PUK/

- Reporting holders: 14
- Reported value: $6.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.0M | 202,290 | 0.1% | 14 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $669.7K | 27,069 | 0.1% | 17 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $469.0K | 18,956 | 0.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $225.0K | 9,096 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $218.9K | 8,848 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $147.8K | 5,976 | 0.0% | 16 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $28.7K | 1,159 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $3.9K | 158 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.7K | 110 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.4K | 57 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $767 | 31 | 0.0% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $544 | 22 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $223 | 9 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $198 | 8 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $6.8M |
| Q2 2026 | 284 | $1.0B |
| Q1 2026 | 259 | $1.0B |
| Q4 2025 | 252 | $1.0B |
| Q3 2025 | 225 | $911.9M |
| Q2 2025 | 207 | $750.5M |
| Q1 2025 | 195 | $630.6M |
| Q4 2024 | 171 | $402.7M |
| Q3 2024 | 190 | $530.7M |
| Q2 2024 | 192 | $532.1M |
| Q1 2024 | 182 | $669.6M |
| Q4 2023 | 193 | $684.8M |