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Who Owns Prudential PLC

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Prudential PLC.

Who crossed 5% of PUK →
Managers holding
12
as of 2026-09-30
Reported value
$6.3M
summed across filings
Shares held
254.8K
Added vs trimmed
2 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Gradient Investments LLCADR202.3K shadded$5M
Legacy Wealth Asset Management, LLCADR27.1K shtrimmed$669.7K
GAMMA Investing LLCADR9.1K shtrimmed$225K
Valeo Financial Advisors, LLCADR8.8K shtrimmed$218.9K
Farther Finance Advisors, LLCADR6K shadded$147.8K
Grove Bank & TrustADR1.2K shtrimmed$28.7K
ELEVATION WEALTH PARTNERS, LLCADR158 sh—$3.9K
Retirement Wealth Solutions LLCADR110 shtrimmed$2.7K
GK Wealth Management LLCADR57 sh—$1.4K
Trust CoADR22 shheld$544
CoreCap Advisors, LLCADR9 shtrimmed$223
GILPIN WEALTH MANAGEMENT, LLCADR8 sh—$198

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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