Prudential Financial Inc
PRU- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001137774
In the last 90 days, Prudential Financial Inc insiders filed 0 open-market purchases and 1 sale; 1,417 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Prudential Financial Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,149
- −38 vs. Q4 2022
- Shares held
- 206.2M
- −4.34M (−2.1%) vs. Q4 2022
- Total value
- $17.1B
- −$3.83B (−18.3%) vs. Q4 2022
- New holders
- 94
- 464 more added
- Sold out
- 132
- 388 more reduced
36 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,417 | $23.5B |
| Q1 2026 | 1,366 | $21.1B |
| Q4 2025 | 1,412 | $24.1B |
| Q3 2025 | 1,312 | $21.8B |
| Q2 2025 | 1,313 | $22.6B |
| Q1 2025 | 1,335 | $23.8B |
| Q4 2024 | 1,374 | $25.4B |
| Q3 2024 | 1,302 | $25.0B |
| Q2 2024 | 1,301 | $24.2B |
| Q1 2024 | 1,263 | $24.1B |
| Q4 2023 | 1,234 | $21.2B |
| Q3 2023 | 1,160 | $19.0B |
| Q2 2023 | 1,148 | $17.7B |
| Q1 2023 | 1,149 | $17.1B |
| Q4 2022 | 1,223 | $21.0B |
| Q3 2022 | 1,124 | $18.3B |
| Q2 2022 | 1,150 | $20.5B |
| Q1 2022 | 1,218 | $25.7B |
| Q4 2021 | 1,201 | $23.2B |
| Q3 2021 | 1,097 | $22.8B |
| Q2 2021 | 1,075 | $22.6B |
| Q1 2021 | 1,051 | $20.0B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,249 | $103.3K | 0.01% | −757−37.7% | Reduced |
| TCI Wealth Advisors, Inc. | 1,240 | $102.6K | 0.01% | −102−7.6% | Reduced |
| MV Capital Management, Inc. | 1,236 | $102.3K | 0.01% | −89−6.7% | Reduced |
| Independence Bank of Kentucky | 1,232 | $101.9K | 0.04% | −50−3.9% | Reduced |
| Tobam | 1,160 | $96.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,156 | $95.6K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,150 | $95.2K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,125 | $93.1K | 0.05% | −100−8.2% | Reduced |
| Proffitt & Goodson Inc | 1,112 | $92.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $91.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,046 | $90.0K | 0.02% | −98−8.6% | Reduced |
| Gradient Investments LLC | 1,055 | $87.3K | 0.00% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 1,051 | $87.0K | 0.02% | +767+270.1% | Added |
| Global Trust Asset Management, LLC | 1,014 | $83.9K | 0.04% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,000 | $82.7K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 981 | $81.2K | 0.07% | +981 | New |
| Salem Investment Counselors Inc | 975 | $80.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 970 | $80.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 951 | $78.7K | 0.01% | −7−0.7% | Reduced |
| Islay Capital Management, LLC | 950 | $78.6K | 0.08% | −1,565−62.2% | Reduced |
| Montag A & Associates Inc | 950 | $78.6K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 935 | $77.3K | 0.02% | +28+3.1% | Added |
| AIA Group Ltd | 912 | $75.5K | 0.00% | −273−23.0% | Reduced |
| Evermay Wealth Management LLC | 900 | $74.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 896 | $74.1K | 0.05% | +896 | New |
| BOK Financial Private Wealth, Inc. | 881 | $72.9K | 0.01% | +84+10.5% | Added |
| Parkside Financial Bank & Trust | 880 | $72.8K | 0.02% | +53+6.4% | Added |
| Lindbrook Capital, LLC | 877 | $72.6K | 0.01% | −12−1.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 864 | $71.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 849 | $70.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 849 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 840 | $69.5K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 823 | $68.1K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 795 | $65.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 785 | $64.9K | 0.01% | −19−2.4% | Reduced |
| Carmel Capital Partners, LLC | 776 | $64.2K | 0.04% | +776 | New |
| Achmea Investment Management B.V. | 781 | $64.0K | 0.00% | −20,980−96.4% | Reduced |
| WealthPlan Investment Management, LLC | 755 | $62.5K | 0.01% | −1,251−62.4% | Reduced |
| Compass Wealth Management LLC | 754 | $62.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 753 | $62.3K | 0.00% | +45+6.4% | Added |
| Founders Capital Management | 750 | $62.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 746 | $61.7K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 741 | $61.3K | 0.01% | −50−6.3% | Reduced |
| FinTrust Capital Advisors, LLC | 613 | $61.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 707 | $58.5K | 0.00% | +707 | New |
| Glassman Wealth Services | 673 | $55.7K | 0.01% | −103−13.3% | Reduced |
| Truvestments Capital LLC | 664 | $54.9K | 0.03% | −11−1.6% | Reduced |
| Arlington Partners LLC | 644 | $53.3K | 0.01% | +14+2.2% | Added |
| HM Payson & Co | 640 | $53.0K | 0.00% | −107−14.3% | Reduced |
| Baystate Wealth Management LLC | 632 | $52.3K | 0.00% | +108+20.6% | Added |
| Concord Wealth Partners | 618 | $51.1K | 0.01% | −1,433−69.9% | Reduced |
| Horizon Bancorp Inc | 619 | $51.0K | 0.03% | +619 | New |
| Harbor Investment Advisory, LLC | 610 | $50.5K | 0.01% | −8−1.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 609 | $50.4K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $49.6K | 0.00% | −15−2.4% | Reduced |
| Horan Securities, Inc. | 599 | $49.6K | 0.03% | −25−4.0% | Reduced |
| Certified Advisory Corp | 592 | $49.0K | 0.01% | +592 | New |
| Tacita Capital Inc | 595 | $49.0K | 0.04% | +200+50.6% | Added |
| Raffa Wealth Management, LLC | 564 | $46.7K | 0.02% | +7+1.3% | Added |
| Colonial Trust Co | 547 | $45.2K | 0.01% | −16−2.8% | Reduced |
| US Asset Management LLC | 542 | $45.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 535 | $44.2K | 0.00% | −924−63.3% | Reduced |
| Focused Wealth Management, Inc | 533 | $44.1K | 0.01% | +2+0.4% | Added |
| Key Financial Inc | 513 | $42.4K | 0.02% | −51−9.0% | Reduced |
| Glen Eagle Advisors, LLC | 506 | $41.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $41.4K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 516 | $41.0K | 0.04% | +7+1.4% | Added |
| Sandy Spring Bank | 487 | $40.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 484 | $40.1K | 0.01% | +131+37.1% | Added |
| McIlrath & Eck, LLC | 478 | $39.5K | 0.01% | −34−6.6% | Reduced |
| Arrow Financial Corp | 475 | $39.3K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 467 | $38.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 459 | $38.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 458 | $37.9K | 0.01% | +2+0.4% | Added |
| Stephens Consulting, LLC | 423 | $35.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 417 | $35.0K | 0.03% | −951−69.5% | Reduced |
| Manchester Capital Management LLC | 423 | $35.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 419 | $34.7K | 0.01% | −211−33.5% | Reduced |
| Carolinas Wealth Consulting LLC | 416 | $34.4K | 0.01% | +399+2,347.1% | Added |
| M&R Capital Management Inc | 412 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 403 | $33.0K | 0.00% | −1−0.2% | Reduced |
| Washington Trust Co | 396 | $32.8K | 0.00% | −500−55.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 394 | $32.2K | 0.03% | +394 | New |
| American National Bank | 388 | $32.1K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 387 | $32.0K | 0.00% | +379+4,737.5% | Added |
| Coastal Capital Group, Inc. | 386 | $31.9K | 0.01% | +11+2.9% | Added |
| PFS Partners, LLC | 381 | $31.5K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 375 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 367 | $30.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 349 | $28.9K | 0.00% | −199−36.3% | Reduced |
| Barrett & Company, Inc. | 339 | $28.0K | 0.02% | +66+24.2% | Added |
| Financial Perspectives, Inc | 338 | $28.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 338 | $28.0K | 0.00% | +7+2.1% | Added |
| Stone House Investment Management, LLC | 337 | $27.9K | 0.01% | +337 | New |
| Pacific Center for Financial Services | 328 | $27.1K | 0.01% | +328 | New |
| PSI Advisors, LLC | 321 | $26.6K | 0.01% | −33−9.3% | Reduced |
| City Holding Co | 318 | $26.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 318 | $26.3K | 0.00% | +91+40.1% | Added |
| Zions Bancorporation, N.A. | 312 | $25.8K | 0.00% | −67−17.7% | Reduced |