PUK — Prudential PLC Institutional Holders · Q3 2026
Who owns Prudential PLC (PUK)? 14 institutions reported holding $6.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($5.0M), Legacy Wealth Asset Management, LLC ($669,687), Versant Capital Management, Inc ($468,971).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $5.0M | 202,290 | Added |
| 2 | Legacy Wealth Asset Management, LLC | $669,687 | 27,069 | Trimmed |
| 3 | Versant Capital Management, Inc | $468,971 | 18,956 | Added |
| 4 | GAMMA Investing LLC | $225,035 | 9,096 | Trimmed |
| 5 | Valeo Financial Advisors, LLC | $218,911 | 8,848 | New |
| 6 | Farther Finance Advisors, LLC | $147,848 | 5,976 | Added |
| 7 | Grove Bank & Trust | $28,674 | 1,159 | Trimmed |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $3,909 | 158 | New |
| 9 | Retirement Wealth Solutions LLC | $2,722 | 110 | Trimmed |
| 10 | GK Wealth Management LLC | $1,410 | 57 | New |
| 11 | Planning Strategies Inc. | $767 | 31 | New |
| 12 | Trust Co | $544 | 22 | Hold |
| 13 | CoreCap Advisors, LLC | $223 | 9 | Trimmed |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $198 | 8 | New |
Source: SEC Form 13F filings · as of 2026-09-30