10 institutions reported holding $5.9M of PRUDENTIAL PLC (PUK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($5.0M), Versant Capital Management, Inc ($426,601), GAMMA Investing LLC ($248,797), TRUST POINT INC. ($223,433), Grove Bank & Trust ($31,904). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $5.0M | 184,961 | Added |
| 2 | Versant Capital Management, Inc | $426,601 | 15,912 | Trimmed |
| 3 | GAMMA Investing LLC | $248,797 | 9,280 | Trimmed |
| 4 | TRUST POINT INC. | $223,433 | 8,334 | Added |
| 5 | Grove Bank & Trust | $31,904 | 1,190 | Trimmed |
| 6 | Retirement Wealth Solutions LLC | $4,022 | 150 | Trimmed |
| 7 | CoreCap Advisors, LLC | $2,681 | 100 | New |
| 8 | Beaird Harris Wealth Management, LLC | $2,135 | 80 | Hold |
| 9 | Arlington Trust Co LLC | $617 | 23 | Hold |
| 10 | Dogwood Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30