PRUDENTIAL PLC (PUK) — Institutional Holders, Q2 2026 (page 3)
285 institutional investment managers reported a PUK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $989.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 285. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PUK 13F holders ranked 201–285 of 285
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Synergy Investment Management#201 · 330 sh | 330 | $9.7K | <0.01% | New |
| 202 | United Financial Planning Group#202 · 359 sh | 359 | $9.6K | <0.01% | New |
| 203 | Clearstead Advisors#203 · 349 sh | 349 | $9.4K | <0.01% | New |
| 204 | Cornerstone Planning Group#204 · 313 sh | 313 | $9.2K | — | -19.1% |
| 205 | JFS WEALTH ADVISORS#205 · 319 sh | 319 | $8.6K | <0.01% | -5.3% |
| 206 | WHITTIER OF NEVADA#206 · 266 sh | 266 | $7.4K | <0.01% | New |
| 207 | James T. Borello RIA#207 · 270 sh | 270 | $7.2K | — | -59.3% |
| 208 | Ares Financial Consulting#208 · 262 sh | 262 | $7.0K | — | 0.0% |
| 209 | IFP Advisors#209 · 245 sh | 245 | $6.6K | — | +40.0% |
| 210 | RAFFA WEALTH MANAGEMENT#210 · 240 sh | 240 | $6.4K | <0.01% | +13.7% |
| 211 | SBI Securities , Ltd.#211 · 226 sh | 226 | $6.1K | — | +0.4% |
| 212 | AMERIFLEX GROUP#212 · 226 sh | 226 | $6.1K | <0.01% | New |
| 213 | Spire Wealth Management#213 · 218 sh | 218 | $5.8K | <0.01% | 0.0% |
| 214 | Signature Equity Partners#214 · 213 sh | 213 | $5.7K | <0.01% | 0.0% |
| 215 | Aventura Private Wealth#215 · 192 sh | 192 | $5.1K | <0.01% | New |
| 216 | Essential Partners#216 · 192 sh | 192 | $5.1K | — | 0.0% |
| 217 | WealthCollab#217 · 187 sh | 187 | $5.0K | <0.01% | 0.0% |
| 218 | GW&K Investment Management#218 · 186 sh | 186 | $5.0K | 0.00% | -15.1% |
| 219 | SJS Investment Consulting#219 · 183 sh | 183 | $4.9K | — | -35.1% |
| 220 | FINANCIAL CONSULATE#220 · 182 sh | 182 | $4.9K | — | -32.6% |
| 221 | MANNING & NAPIER ADVISORS#221 · 181 sh | 181 | $4.8K | <0.01% | -13.8% |
| 222 | Downshift Financial#222 · 169 sh | 169 | $4.5K | — | New |
| 223 | TrueNorth#223 · 166 sh | 166 | $4.5K | <0.01% | +55.1% |
| 224 | Retirement Wealth Solutions#224 · 150 sh | 150 | $4.0K | — | -39.0% |
| 225 | PRIVATE NA#225 · 148 sh | 148 | $4.0K | — | New |
| 226 | ACTION POINT FINANCIAL PLANNING#226 · 146 sh | 146 | $3.9K | <0.01% | New |
| 227 | Glen Eagle Advisors#227 · 146 sh | 146 | $3.9K | <0.01% | +1.4% |
| 228 | Physician Wealth Advisors#228 · 145 sh | 145 | $3.9K | — | -5.2% |
| 229 | FEDERATED HERMES#229 · 144 sh | 144 | $3.9K | 0.00% | +37.1% |
| 230 | TD Waterhouse Canada#230 · 138 sh | 138 | $3.8K | — | -2.1% |
| 231 | Whipplewood Advisors#231 · 142 sh | 142 | $3.8K | — | -66.4% |
| 232 | BOK Financial Private Wealth#232 · 140 sh | 140 | $3.8K | <0.01% | New |
| 233 | UMB Bank, n.a.#233 · 139 sh | 139 | $3.7K | 0.00% | 0.0% |
| 234 | JNBA Financial Advisors#234 · 133 sh | 133 | $3.6K | <0.01% | 0.0% |
| 235 | Transamerica Financial Advisors#235 · 128 sh | 128 | $3.4K | <0.01% | +966.7% |
| 236 | HIGHLINE WEALTH PARTNERS#236 · 119 sh | 119 | $3.2K | — | 0.0% |
| 237 | HighMark Wealth Management#237 · 118 sh | 118 | $3.2K | <0.01% | -58.7% |
| 238 | CREATIVE FINANCIAL DESIGNS#238 · 113 sh | 113 | $3.0K | <0.01% | -22.1% |
| 239 | DEUTSCHE BANK AG\#239 · 107 sh | 107 | $2.9K | 0.00% | New |
| 240 | CoreCap Advisors#240 · 100 sh | 100 | $2.7K | — | New |
| 241 | EFG International AG#241 · 100 sh | 100 | $2.7K | 0.00% | 0.0% |
| 242 | Geneos Wealth Management#242 · 99 sh | 99 | $2.7K | <0.01% | 0.0% |
| 243 | BROWN, LISLE/CUMMINGS#243 · 85 sh | 85 | $2.3K | — | -11.5% |
| 244 | Nemes Rush Group#244 · 85 sh | 85 | $2.3K | <0.01% | 0.0% |
| 245 | Principia Wealth Advisory#245 · 81 sh | 81 | $2.2K | <0.01% | -6.9% |
| 246 | Beaird Harris Wealth Management#246 · 80 sh | 80 | $2.1K | <0.01% | 0.0% |
| 247 | American Capital Advisory#247 · 73 sh | 73 | $2.0K | <0.01% | +265.0% |
| 248 | Kilter Group#248 · 73 sh | 73 | $2.0K | <0.01% | +40.4% |
| 249 | LRI Investments#249 · 72 sh | 72 | $1.9K | <0.01% | -74.3% |
| 250 | FIFTH THIRD BANCORP#250 · 69 sh | 69 | $1.9K | 0.00% | -75.5% |
| 251 | Manchester Capital Management#251 · 66 sh | 66 | $1.8K | — | -91.7% |
| 252 | Bell Investment Advisors#252 · 63 sh | 63 | $1.7K | <0.01% | 0.0% |
| 253 | GHP Investment Advisors#253 · 62 sh | 62 | $1.7K | — | 0.0% |
| 254 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#254 · 60 sh | 60 | $1.6K | <0.01% | 0.0% |
| 255 | Stone House Investment Management#255 · 53 sh | 53 | $1.4K | — | -75.8% |
| 256 | Halbert, Hargrove/Russell#256 · 51 sh | 51 | $1.4K | — | New |
| 257 | Cape Investment Advisory#257 · 48 sh | 48 | $1.3K | — | New |
| 258 | MOTCO#258 · 46 sh | 46 | $1.2K | <0.01% | New |
| 259 | Private Wealth Asset Management#259 · 44 sh | 44 | $1.2K | <0.01% | 0.0% |
| 260 | SHP Wealth Management#260 · 43 sh | 43 | $1.1K | <0.01% | -64.5% |
| 261 | Quent Capital#261 · 37 sh | 37 | $992.00 | <0.01% | New |
| 262 | Burk#262 · 33 sh | 33 | $885.00 | <0.01% | 0.0% |
| 263 | Cornerstone Financial Management#263 · 30 sh | 30 | $804.00 | <0.01% | New |
| 264 | Breakwater Investment Management#264 · 28 sh | 28 | $751.00 | — | New |
| 265 | HUNTINGTON NATIONAL BANK#265 · 28 sh | 28 | $751.00 | 0.00% | New |
| 266 | NISA INVESTMENT ADVISORS#266 · 24 sh | 24 | $643.00 | — | +4.3% |
| 267 | Arlington#267 · 23 sh | 23 | $617.00 | — | 0.0% |
| 268 | Trust Co#268 · 22 sh | 22 | $590.00 | — | 0.0% |
| 269 | Crewe Advisors#269 · 17 sh | 17 | $456.00 | 0.00% | New |
| 270 | Ameritas Advisory Services#270 · 16 sh | 16 | $429.00 | 0.00% | New |
| 271 | HARBOUR INVESTMENTS#271 · 15 sh | 15 | $414.00 | 0.00% | +25.0% |
| 272 | WHITTIER#272 · 13 sh | 13 | $366.00 | 0.00% | New |
| 273 | Bogart Wealth#273 · 13 sh | 13 | $349.00 | 0.00% | New |
| 274 | Abound Wealth Management#274 · 11 sh | 11 | $295.00 | — | 0.0% |
| 275 | Monetary Solutions, Ltd#275 · 11 sh | 11 | $295.00 | — | New |
| 276 | Asset Dedication#276 · 10 sh | 10 | $269.00 | 0.00% | New |
| 277 | Cassaday & Wealth Management#277 · 9 sh | 9 | $242.00 | 0.00% | 0.0% |
| 278 | Plante Moran Financial Advisors#278 · 9 sh | 9 | $241.00 | 0.00% | New |
| 279 | Triumph Capital Management#279 · 9 sh | 9 | $241.00 | — | 0.0% |
| 280 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#280 · 8 sh | 8 | $214.00 | 0.00% | 0.0% |
| 281 | Mosley Wealth Management#281 · 5 sh | 5 | $134.00 | — | -50.0% |
| 282 | Decker Retirement Planning#282 · 3 sh | 3 | $69.00 | — | New |
| 283 | Smithfield#283 · 35 sh | 35 | $0.00 | 0.00% | 0.0% |
| 284 | NOMURA ASSET MANAGEMENT LTD#284 · 0 sh | 0 | $0.00 | 0.00% | New |
| 285 | Quantum Portfolio Management#285 · 629 sh | 629 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.