PRUDENTIAL PLC hedge fund holdings
PUKNYSE$24.57-0.14 (-0.57%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
PUK · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-10.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 98 | 58 | $127M | $109M | 187 | Aug 14, 2025 |
| Q3 2025 | 96 | 50 | $151M | $75.5M | 209 | Nov 14, 2025 |
| Q4 2025 | 114 | 52 | $227M | $191M | 231 | Feb 14, 2026 |
| Q1 2026 | 124 | 68 | $121M | $50.6M | 248 | May 15, 2026 |
| Q2 2026 | 118 | 88 | $115M | $120M | 260 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
260 filersNew position
43$20.2M+752K sh
Increased
75$94.8M+3.54M sh
Reduced
63-$96.6M-3.6M sh
Out / sold
25-$23.7M-883K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Causeway Capital Management LLC | Added 27.86% | +$9.87M | $45.3M | 0.49% | Aug 13, 2026 |
| Abc Arbitrage SA | New Buy | +$7.74M | $7.74M | 0.84% | Jul 20, 2026 |
| Solel Partners LP | Sell 100% | -$7.58M | $0 | 0.00% | Aug 14, 2026 |
| Transmarket Holdings LP | Sell 100% | -$4.79M | $0 | 0.00% | Jul 21, 2026 |
| Picton Mahoney Asset Management | Sell 100% | -$3.65M | $0 | 0.00% | Aug 13, 2026 |
| Vident Advisory, LLC | Added 474.67% | +$3.2M | $3.88M | 0.03% | Aug 12, 2026 |
| AMG National Trust Bank | Reduce 86.70% | -$3.18M | $487K | 0.01% | Aug 7, 2026 |
| Quantinno Capital Management LP | Reduce 18.45% | -$3.16M | $14M | 0.02% | Aug 13, 2026 |
| Mondrian Investment Partners LTD | Added 132.00% | +$1.57M | $2.75M | 0.04% | Jul 30, 2026 |
| Integrated Quantitative Investments LLC | Added 154.92% | +$1.41M | $2.32M | 0.38% | Aug 14, 2026 |
| Advisory Resource Group | New Buy | +$1.21M | $1.21M | 0.18% | Jul 14, 2026 |
| QRG Capital Management, Inc. | Reduce 20.07% | -$1.03M | $4.12M | 0.03% | Jul 14, 2026 |
| MML Investors Services, LLC | Added 89.77% | +$993K | $2.1M | 0.00% | Aug 7, 2026 |
| Oppenheimer Asset Management Inc. | Added 50.80% | +$979K | $2.91M | 0.03% | Aug 3, 2026 |
| Old Mission Capital LLC | New Buy | +$894K | $894K | 0.01% | Aug 14, 2026 |
| Natixis Advisors, LLC | Reduce 22.14% | -$870K | $3.06M | 0.00% | Aug 14, 2026 |
| Bain Capital Public Equity, LP | Sell 100% | -$687K | $0 | Not reported | Aug 14, 2026 |
| Axq Capital, LP | Sell 100% | -$492K | $0 | 0.00% | Aug 6, 2026 |
| Flow Traders U.S. LLC | New Buy | +$445K | $445K | 0.02% | Aug 14, 2026 |
| Yousif Capital Management, LLC | Sell 100% | -$404K | $0 | 0.00% | Jul 16, 2026 |
| DV Equities, LLC | New Buy | +$383K | $383K | 0.05% | Aug 14, 2026 |
| Ethic Inc. | Added 22.09% | +$364K | $2.01M | 0.03% | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 17.50% | +$337K | $2.26M | 0.02% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 40.93% | -$330K | $476K | 0.00% | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | Added 29.77% | +$257K | $1.12M | 0.01% | Aug 11, 2026 |
| PAX Financial Group, LLC | Sell 100% | -$219K | $0 | 0.00% | Aug 5, 2026 |
| Lido Advisors, LLC | New Buy | +$211K | $211K | 0.00% | Aug 7, 2026 |
| Harris Associates L P | New Buy | +$205K | $205K | 0.00% | Aug 14, 2026 |
| May Hill Capital, LLC | New Buy | +$201K | $201K | 0.04% | Aug 7, 2026 |
| Evergreen Capital Management LLC | Reduce 20.78% | -$180K | $688K | 0.01% | Jul 23, 2026 |
| Aaron Wealth Advisors LLC | Reduce 25.84% | -$179K | $514K | 0.03% | Jul 16, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 33.47% | -$174K | $347K | 0.00% | Jul 17, 2026 |
| Naviter Wealth, LLC | Added 30.12% | +$148K | $641K | 0.06% | Aug 7, 2026 |
| Sivia Capital Partners, LLC | Added 45.22% | +$146K | $470K | 0.06% | Jul 23, 2026 |
| Gallacher Capital Management LLC | Reduce 27.29% | -$146K | $389K | 0.22% | Jul 17, 2026 |
| Assetmark, Inc | Reduce 2.14% | -$144K | $6.59M | 0.01% | Jul 30, 2026 |
| NewEdge Wealth, LLC | Added 20.06% | +$135K | $810K | 0.01% | Aug 10, 2026 |
| Atria Investments, Inc | Added 13.53% | +$113K | $950K | 0.01% | Jul 28, 2026 |
| &Partners | Added 33.73% | +$107K | $426K | 0.00% | Aug 14, 2026 |
| Xponance LLC | Added 41.76% | +$97.7K | $332K | 0.00% | Aug 10, 2026 |
| DAVENPORT & Co LLC | Reduce 5.90% | -$92.7K | $1.48M | 0.01% | Jul 13, 2026 |
| Versant Capital Management, Inc | Reduce 15.77% | -$79.9K | $427K | 0.04% | Jul 2, 2026 |
| Caprock Group, LLC | Reduce 13.46% | -$79K | $508K | 0.01% | Jul 27, 2026 |
| Dynasty Wealth Management, LLC | Reduce 26.87% | -$74.7K | $203K | 0.00% | Aug 13, 2026 |
| Atlatl Advisers LLC | New Buy | +$69.8K | $69.8K | 0.02% | Jul 22, 2026 |
| Syon Capital LLC | Reduce 10.72% | -$68.5K | $571K | 0.02% | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 12.78% | +$68.2K | $601K | 0.01% | Aug 14, 2026 |
| Summit Trail Advisors, LLC | Reduce 17.48% | -$59.6K | $281K | 0.00% | Aug 11, 2026 |
| Wealth Alliance, LLC | Added 8.28% | +$48.5K | $634K | 0.05% | Aug 11, 2026 |
| Vise Technologies, Inc. | Reduce 7.89% | -$48.1K | $562K | 0.01% | Aug 11, 2026 |
| PDS Planning, Inc | Reduce 14.62% | -$37.4K | $219K | 0.01% | Aug 5, 2026 |
| United Capital Financial Advisors, LLC | Reduce 8.11% | -$36.2K | $411K | 0.00% | Aug 17, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$36K | $0 | 0.00% | Aug 7, 2026 |
| Concurrent Investment Advisors, LLC | Added 8.76% | +$31K | $385K | 0.00% | Jul 27, 2026 |
| Horizon Investments, LLC | Added 1600.00% | +$28.3K | $30.1K | 0.00% | Aug 13, 2026 |
| Trust Point Inc. | Added 14.34% | +$28K | $223K | 0.02% | Jul 8, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$26.4K | $0 | 0.00% | Aug 13, 2026 |
| Keybank National Association | Added 9.67% | +$26.2K | $298K | 0.00% | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$25.4K | $25.4K | 0.01% | Aug 13, 2026 |
| V-Square Quantitative Management LLC | Sell 100% | -$21.4K | $0 | 0.00% | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Added 4.37% | +$20.6K | $492K | 0.01% | Jul 15, 2026 |
| Salomon & Ludwin, LLC | Reduce 53.28% | -$20.5K | $18K | 0.00% | Aug 7, 2026 |
| Strategic Investment Advisors / MI | Reduce 12.49% | -$19.5K | $137K | 0.01% | Aug 14, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$17.9K | $0 | 0.00% | Jul 20, 2026 |
| Continuum Advisory, LLC | New Buy | +$17.9K | $17.9K | 0.00% | Aug 6, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$16.9K | $16.9K | 0.01% | Aug 14, 2026 |
| Kathmere Capital Management, LLC | Reduce 5.82% | -$15.7K | $254K | 0.01% | Jul 29, 2026 |
| TD Private Client Wealth LLC | Added 138.15% | +$14.9K | $25.6K | 0.00% | Aug 4, 2026 |
| Manske Wealth Management | Added 1.28% | +$14K | $1.11M | 0.28% | Aug 3, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 5.63% | +$13.2K | $247K | 0.02% | Aug 7, 2026 |
| Earnest Partners LLC | Reduce 2.62% | -$12.5K | $466K | 0.00% | Aug 13, 2026 |
| Shelton Capital Management | Added 3.01% | +$12.3K | $420K | 0.01% | Aug 14, 2026 |
| Mattson Financial Services, LLC | Added 4.20% | +$11.7K | $290K | 0.06% | Aug 4, 2026 |
| Madison Asset Management, LLC | Reduce 0.47% | -$11.2K | $2.37M | 0.03% | Aug 10, 2026 |
| Synergy Investment Management, LLC | New Buy | +$9.65K | $9.65K | 0.00% | Aug 14, 2026 |
| United Financial Planning Group LLC | New Buy | +$9.63K | $9.63K | 0.00% | Aug 6, 2026 |
| WPG Advisers, LLC | Added 96.19% | +$9.46K | $19.3K | 0.01% | Aug 6, 2026 |
| Net Worth Advisory Group | Added 3.81% | +$9.46K | $258K | 0.07% | Jul 14, 2026 |
| Park Avenue Securities LLC | Added 1.10% | +$9.01K | $825K | 0.01% | Jul 20, 2026 |
| Whipplewood Advisors, LLC | Reduce 66.43% | -$7.53K | $3.81K | 0.00% | Jul 27, 2026 |
| Whittier Trust Co of Nevada Inc | New Buy | +$7.36K | $7.36K | 0.00% | Jul 28, 2026 |
| Bruce G. Allen Investments, LLC | Added 10.56% | +$6.54K | $68.5K | 0.04% | Jul 31, 2026 |
| Legacy Wealth Asset Management, LLC | Reduce 0.83% | -$6.09K | $726K | 0.16% | Jul 9, 2026 |
| Ameriflex Group, Inc. | New Buy | +$6.06K | $6.06K | 0.00% | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | Sell 100% | -$5.74K | $0 | 0.00% | Jul 28, 2026 |
| Bare Financial Services, Inc | Added 49.19% | +$5.71K | $17.3K | 0.00% | Jul 27, 2026 |
| LRI Investments, LLC | Reduce 74.29% | -$5.58K | $1.93K | 0.00% | Jul 14, 2026 |
| Aventura Private Wealth, LLC | New Buy | +$5.15K | $5.15K | 0.00% | Jul 15, 2026 |
| GeoWealth Management, LLC | Reduce 0.52% | -$4.64K | $886K | 0.03% | Jul 30, 2026 |
| Downshift Financial, LLC | New Buy | +$4.53K | $4.53K | 0.00% | Aug 13, 2026 |
| Stone House Investment Management, LLC | Reduce 75.80% | -$4.45K | $1.42K | 0.00% | Aug 5, 2026 |
| First Command Advisory Services, Inc. | New Buy | +$4.37K | $4.37K | 0.00% | Aug 10, 2026 |
| Rossby Financial, LCC | Reduce 4.37% | -$4.29K | $93.9K | 0.02% | Aug 4, 2026 |
| Cetera Trust Company, N.A | Added 1.82% | +$4.02K | $225K | 0.11% | Aug 13, 2026 |
| Fiduciary Financial Advisors | New Buy | +$3.91K | $3.91K | 0.00% | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | New Buy | +$3.75K | $3.75K | 0.00% | Aug 10, 2026 |
| GC Wealth Management RIA, LLC | Reduce 0.32% | -$2.84K | $876K | 0.05% | Jul 16, 2026 |
| Retirement Wealth Solutions LLC | Reduce 39.02% | -$2.57K | $4.02K | 0.00% | Jul 7, 2026 |
| Financial Consulate, Inc | Reduce 32.59% | -$2.36K | $4.88K | 0.00% | Jul 23, 2026 |
| Innovative Asset Advisors Group, LLC | Sell 100% | -$2.3K | $0 | 0.00% | Aug 5, 2026 |