Prudential (PUK): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Prudential?
Prudential trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Morgan Stanley (5.0 million ADRs), FMR (3.5 million ADRs) and Bank of America (3.3 million ADRs).
Which institutions hold the most Prudential shares?
Per Form 13F filings as of Jun 30, 2026, in ADRs:
- 1. Morgan Stanley: 5.0 million ADRs
- 2. FMR: 3.5 million ADRs
- 3. Bank of America: 3.3 million ADRs
- 4. Arrowstreet Capital, Limited Partnership: 2.7 million ADRs
- 5. Dimensional Fund Advisors: 2.7 million ADRs
- 6. Goldman Sachs Group: 2.6 million ADRs
- 7. Causeway Capital Management: 1.7 million ADRs
- 8. Northern Trust: 1.4 million ADRs
- 9. Clearbridge Investments: 1.2 million ADRs
- 10. BlackRock: 1.1 million ADRs
Sources:All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Prudential revenue
Prudential reported annual revenue of $11.49 billion for fiscal year 2025 (year ended December 31, 2025), according to its Form 20-F filed with the SEC (XBRL data).
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of PUK (all 13F filers)
- Morgan Stanley5.0 MBank or trading desk−96 K
- FMR3.5 MInvestment firm−600 K
- Bank of America3.3 MBank or trading desk−1.2 M
- Arrowstreet Capital, Limited Partnership2.7 MQuant or multi-manager+288 K
- Dimensional Fund Advisors2.7 MIndex manager−172 K
- Goldman Sachs Group2.6 MBank or trading desk−107 K
- Causeway Capital Management1.7 MInvestment firm+368 K
- Northern Trust1.4 MIndex manager+101 K
- Clearbridge Investments1.2 MInvestment firm+1.2 M
- BlackRock1.1 MIndex manager−240 K
- Shares
- 5.0 M
- Change
- −96 K
See more
- Type
- Bank or trading desk
- Value
- $134M
- Shares
- 3.5 M
- Change
- −600 K
See more
- Type
- Investment firm
- Value
- $92.8M
- Shares
- 3.3 M
- Change
- −1.2 M
See more
- Type
- Bank or trading desk
- Value
- $88.4M
- Shares
- 2.7 M
- Change
- +288 K
See more
- Type
- Quant or multi-manager
- Value
- $72.0M
- Shares
- 2.7 M
- Change
- −172 K
See more
- Type
- Index manager
- Value
- $71.1M
- Shares
- 2.6 M
- Change
- −107 K
See more
- Type
- Bank or trading desk
- Value
- $70.9M
- Shares
- 1.7 M
- Change
- +368 K
See more
- Type
- Investment firm
- Value
- $45.3M
- Shares
- 1.4 M
- Change
- +101 K
See more
- Type
- Index manager
- Value
- $37.8M
- Shares
- 1.2 M
- Change
- +1.2 M
See more
- Type
- Investment firm
- Value
- $33.3M
- Shares
- 1.1 M
- Change
- −240 K
See more
- Type
- Index manager
- Value
- $30.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Fundamentals
Fiscal 2025 figures (annual report on Form 20-F, IFRS accounting standards).
- Operating margin
- 28.8%
- Net margin
- 34.6%
- ROE
- 19.8%
- Revenue (TTM)
- $11.5 bn
- Revenue growth
- 7.0%
- Net income (TTM)
- $4.0 bn
- Quality vs sector
- —
Bank, insurer or other financial company: we do not show net debt / EBITDA or free cash flow. Its cash flow moves with loans and the investment portfolio, and its debt is part of the business: those figures do not read as they do for an industrial company.
Figures come from the latest annual report: we do not compare them with its sector's, which are 12-month figures to the latest quarter.
Net margin is above operating margin: net income includes gains that do not come from operations (for example, revaluation of investments). To judge the business, look at operating margin and free cash flow.
This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.
Figures from the statements the company filed with the SEC (20-F). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated
Shares outstanding: buybacks and dilution
2025: 2.59 bn
- 1 year
- −4.7%
- 3 years
- −5.3%
- 5 years
- −0.2%
- Buybacks (FY 2025)
- $1.3 bn
- Share issuance
- $2.0M
- Stock-based compensation
- no data
- Dividends paid
- $714M
From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.
Earnings quality and debt
- Operating cash flow ÷ net income (12 months)
- no datanot calculated with negative net income
Bank or insurer: debt ratios do not apply.
From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗
Other Financials stocks in managers' portfolios
Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.
- WealthfrontWLTH · 3 managers
- First Carolina Financial ServicesFCBM · 4 managers
- Northpointe BancsharesNPB · 4 managers
- GPGIGPGI · 6 managers
- First Citizens BancsharesFCNCA · 6 managers
- Shift4 PaymentsFOUR · 6 managers