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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 3,250 | $559.8K | 0.01% | −4,770−59.5% | Reduced |
| KWB Wealth | 5,625 | $559.5K | 0.10% | +345+6.5% | Added |
| Mengis Capital Management, Inc. | 6,719 | $555.9K | 0.12% | −400−5.6% | Reduced |
| IFP Advisors, Inc | 5,607 | $554.2K | 0.03% | −8,161−59.3% | Reduced |
| Pathway Financial Advisers, LLC | 6,696 | $553.9K | 0.22% | +646+10.7% | Added |
| Capital Investment Advisory Services, LLC | 6,595 | $545.7K | 0.06% | −1,449−18.0% | Reduced |
| Fulton Bank, N.A. | 6,542 | $541.3K | 0.03% | +657+11.2% | Added |
| BancFirst Trust & Investment Management | 6,592 | $538.9K | 0.32% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,474 | $535.7K | 0.01% | −28,572−81.5% | Reduced |
| SeaCrest Wealth Management, LLC | 6,401 | $529.6K | 0.07% | +50+0.8% | Added |
| Great Lakes Retirement, Inc. | 6,352 | $525.6K | 0.10% | +95+1.5% | Added |
| Hikari Power Ltd | 6,350 | $525.0K | 0.05% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 6,338 | $524.4K | 0.19% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $523.0K | 0.46% | – | – |
| Indiana Trust & Investment Management CO | 6,294 | $520.8K | 0.28% | −30−0.5% | Reduced |
| Clarius Group, LLC | 6,276 | $519.3K | 0.04% | +519+9.0% | Added |
| First United Bank Trust | 6,265 | $518.3K | 0.24% | +390+6.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,204 | $517.6K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 6,253 | $517.4K | 0.06% | +6,253 | New |
| Global Retirement Partners, LLC | 6,283 | $511.2K | 0.03% | +2,419+62.6% | Added |
| BKD Wealth Advisors, LLC | 6,175 | $510.9K | 0.02% | +175+2.9% | Added |
| Qsemble Capital Management, LP | 6,100 | $504.7K | 0.34% | −5,200−46.0% | Reduced |
| Dynamic Advisor Solutions LLC | 6,053 | $500.9K | 0.03% | +336+5.9% | Added |
| Desjardins Global Asset Management Inc. | 6,021 | $498.0K | 0.06% | +774+14.8% | Added |
| Wendell David Associates Inc | 6,000 | $496.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,975 | $494.0K | 0.02% | +202+3.5% | Added |
| MAI Capital Management | 5,964 | $493.5K | 0.01% | −1,269−17.5% | Reduced |
| Forum Financial Management, LP | 5,947 | $492.1K | 0.01% | +20.0% | Added |
| Kowal Investment Group, LLC | 5,938 | $491.3K | 0.14% | +1,167+24.5% | Added |
| Mitchell Sinkler & Starr | 5,909 | $488.9K | 0.14% | +414+7.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,895 | $487.8K | 0.08% | +139+2.4% | Added |
| Beacon Financial Group | 5,782 | $487.0K | 0.07% | −3,003−34.2% | Reduced |
| Pearl River Capital, LLC | 5,835 | $482.8K | 0.08% | +5,835 | New |
| Woodward Diversified Capital, LLC | 5,722 | $473.4K | 0.37% | +157+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 5,718 | $473.1K | 0.10% | +5,718 | New |
| BDO Wealth Advisors, LLC | 5,705 | $472.1K | 0.06% | −20.0% | Reduced |
| Plimoth Trust Co LLC | 5,695 | $471.2K | 0.15% | −1,005−15.0% | Reduced |
| Solstein Capital, LLC | 34,509 | $470.2K | 0.41% | +34,509 | New |
| Sciencast Management LP | 6,001 | $469.0K | 0.62% | +6,001 | New |
| Act Two Investors LLC | 5,666 | $468.8K | 0.19% | +5,666 | New |
| Insight Advisors, LLC | 5,650 | $467.5K | 0.11% | +3,300+140.4% | Added |
| Forza Wealth Management, LLC | 5,647 | $467.2K | 0.24% | +909+19.2% | Added |
| Cary Street Partner Investment Advisory LLC | 5,642 | $466.8K | 0.03% | −94−1.6% | Reduced |
| MJP Associates Inc | 5,615 | $464.6K | 0.14% | +786+16.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,545 | $458.8K | 0.01% | +5,545 | New |
| AdvisorNet Financial, Inc | 5,514 | $456.2K | 0.04% | −64−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,511 | $456.0K | 0.09% | −114−2.0% | Reduced |
| Perritt Capital Management Inc | 5,502 | $455.2K | 0.25% | −80−1.4% | Reduced |
| Ellevest, Inc. | 5,465 | $452.2K | 0.04% | +372+7.3% | Added |
| Heritage Trust Co | 5,456 | $451.4K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,411 | $447.8K | 0.02% | +156+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 5,377 | $444.9K | 0.00% | −2,812−34.3% | Reduced |
| Seven Eight Capital, LP | 5,368 | $444.1K | 0.09% | +5,368 | New |
| Brookstone Capital Management | 5,100 | $444.1K | 0.01% | +75+1.5% | Added |
| Steel Peak Wealth Management LLC | 5,367 | $444.1K | 0.03% | +603+12.7% | Added |
| Aviance Capital Partners, LLC | 5,320 | $440.1K | 0.10% | +520+10.8% | Added |
| Jmac Enterprises LLC | 5,292 | $437.9K | 0.11% | +8+0.2% | Added |
| Berkeley Capital Partners, LLC | 5,278 | $436.7K | 0.16% | +537+11.3% | Added |
| Colony Group LLC | 5,270 | $436.0K | 0.01% | −4,970−48.5% | Reduced |
| Ballentine Partners, LLC | 5,245 | $434.0K | 0.01% | +249+5.0% | Added |
| Hussman Strategic Advisors, Inc. | 5,200 | $430.2K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,079 | $427.4K | 0.15% | +1,146+29.1% | Added |
| Umb Bank N A | 5,125 | $424.0K | 0.01% | +60+1.2% | Added |
| Kestra Private Wealth Services, LLC | 5,096 | $421.6K | 0.02% | +136+2.7% | Added |
| Thrive Wealth Management, LLC | 5,072 | $419.6K | 0.11% | +1,277+33.6% | Added |
| Maven Securities LTD | 5,063 | $418.9K | 0.07% | +5,063 | New |
| Appleton Partners Inc | 5,028 | $416.0K | 0.04% | +438+9.5% | Added |
| Pinnacle West Asset Management, Inc. | 5,000 | $414.0K | 0.43% | +5,000 | New |
| Lazard Asset Management LLC | 5,001 | $412.0K | 0.00% | +33+0.7% | Added |
| Schnieders Capital Management LLC | 4,940 | $408.7K | 0.09% | +100+2.1% | Added |
| BSW Wealth Partners | 4,929 | $407.8K | 0.08% | −190−3.7% | Reduced |
| Field & Main Bank | 4,835 | $400.0K | 0.24% | −429−8.1% | Reduced |
| Gladstone Institutional Advisory LLC | 4,814 | $398.3K | 0.03% | +651+15.6% | Added |
| Financial Advisory Service, Inc. | 4,803 | $397.4K | 0.04% | +70+1.5% | Added |
| Stock Yards Bank & Trust Co | 4,802 | $397.0K | 0.02% | −1,319−21.5% | Reduced |
| Wealthcare Advisory Partners LLC | 4,781 | $395.6K | 0.02% | +546+12.9% | Added |
| Geneos Wealth Management Inc. | 4,762 | $394.0K | 0.02% | −3,459−42.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,740 | $392.2K | 0.04% | −94−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,727 | $391.1K | 0.02% | +204+4.5% | Added |
| Dorsey & Whitney Trust CO LLC | 4,713 | $390.0K | 0.04% | −586−11.1% | Reduced |
| Worldquant Millennium Advisors LLC | 4,692 | $388.0K | 0.01% | +4,692 | New |
| Integrated Advisors Network LLC | 4,648 | $384.6K | 0.02% | −384−7.6% | Reduced |
| Affiance Financial, LLC | 4,647 | $384.5K | 0.20% | +8+0.2% | Added |
| Stonnington Group, LLC | 4,524 | $384.0K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,640 | $383.9K | 0.04% | −197−4.1% | Reduced |
| Alberta Investment Management Corp | 4,600 | $380.6K | 0.00% | +4,600 | New |
| Regal Investment Advisors LLC | 4,589 | $379.7K | 0.03% | +381+9.1% | Added |
| Advisor Resource Council | 4,430 | $378.4K | 0.10% | +4,430 | New |
| Great Valley Advisor Group, Inc. | 4,558 | $377.4K | 0.02% | +34+0.8% | Added |
| Horizon Investments, LLC | 4,551 | $376.6K | 0.01% | −1,601−26.0% | Reduced |
| Perigon Wealth Management, LLC | 4,506 | $372.8K | 0.02% | −324−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,502 | $372.5K | 0.01% | −100−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 4,494 | $371.8K | 0.01% | +5+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 4,463 | $369.3K | 0.07% | +410+10.1% | Added |
| Cigna Investments Inc | 4,455 | $368.0K | 0.07% | −143−3.1% | Reduced |
| Centaurus Financial, Inc. | 4,420 | $366.0K | 0.03% | +357+8.8% | Added |
| Profund Advisors LLC | 4,367 | $361.3K | 0.02% | −149−3.3% | Reduced |
| Patron Partners Advisors, LLC | 4,356 | $360.4K | 0.27% | +56+1.3% | Added |
| New Hampshire Trust | 4,355 | $360.3K | 0.10% | −38−0.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,351 | $360.0K | 0.01% | 00.0% | Unchanged |