Skip to main content

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.

Other share classesPFHPRHPRS

13F holders, Q2 2023

Institutional positions in Prudential Financial Inc as of Jun 30, 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
1,148
+6 vs. Q1 2023
Shares held
201.1M
−4.98M (−2.4%) vs. Q1 2023
Total value
$17.7B
+$670.6M (+3.9%) vs. Q1 2023
New holders
99
418 more added
Sold out
93
423 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,148 institutions
Q1 2021: 1,051 institutionsQ2 2021: 1,075 institutionsQ3 2021: 1,097 institutionsQ4 2021: 1,201 institutionsQ1 2022: 1,218 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,124 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,149 institutionsQ2 2023: 1,148 institutionsQ3 2023: 1,160 institutionsQ4 2023: 1,234 institutionsQ1 2024: 1,263 institutionsQ2 2024: 1,301 institutionsQ3 2024: 1,302 institutionsQ4 2024: 1,374 institutionsQ1 2025: 1,335 institutionsQ2 2025: 1,313 institutionsQ3 2025: 1,312 institutionsQ4 2025: 1,412 institutionsQ1 2026: 1,366 institutionsQ2 2026: 1,417 institutions
Value heldQ2 2023: $17.7B
Q1 2021: $20.0BQ2 2021: $22.6BQ3 2021: $22.8BQ4 2021: $23.2BQ1 2022: $25.7BQ2 2022: $20.5BQ3 2022: $18.3BQ4 2022: $21.0BQ1 2023: $17.1BQ2 2023: $17.7BQ3 2023: $19.0BQ4 2023: $21.2BQ1 2024: $24.1BQ2 2024: $24.2BQ3 2024: $25.0BQ4 2024: $25.4BQ1 2025: $23.8BQ2 2025: $22.6BQ3 2025: $21.8BQ4 2025: $24.1BQ1 2026: $21.1BQ2 2026: $23.5B
Institutions holding PRU and their total value by quarter
QuarterHoldersValue
Q2 20261,417$23.5B
Q1 20261,366$21.1B
Q4 20251,412$24.1B
Q3 20251,312$21.8B
Q2 20251,313$22.6B
Q1 20251,335$23.8B
Q4 20241,374$25.4B
Q3 20241,302$25.0B
Q2 20241,301$24.2B
Q1 20241,263$24.1B
Q4 20231,234$21.2B
Q3 20231,160$19.0B
Q2 20231,148$17.7B
Q1 20231,149$17.1B
Q4 20221,223$21.0B
Q3 20221,124$18.3B
Q2 20221,150$20.5B
Q1 20221,218$25.7B
Q4 20211,201$23.2B
Q3 20211,097$22.8B
Q2 20211,075$22.6B
Q1 20211,051$20.0B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q1 2023.

Institutions holding PRU in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Everence Capital Management Inc13,980$1.10M0.09%00.0%Unchanged
APG Asset Management N.V.13,631$1.10M0.00%−1,400−9.3%Reduced
Clarkston Capital Partners, LLC12,500$1.10M0.02%00.0%Unchanged
AXS Investments LLC12,500$1.10M0.29%+12,500New
New England Research & Management, Inc.12,564$1.11M0.64%−8,512−40.4%Reduced
Arete Wealth Advisors, LLC12,556$1.11M0.10%+1,732+16.0%Added
O'Shaughnessy Asset Management, LLC12,565$1.11M0.02%−43,240−77.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC12,670$1.12M0.01%−112,722−89.9%Reduced
Lakeview Capital Partners, LLC12,680$1.12M0.21%−1,931−13.2%Reduced
DT Investment Partners, LLC11,617$1.12M0.13%+95+0.8%Added
Jefferies Financial Group Inc.12,771$1.13M0.02%−27,833−68.5%Reduced
Security National Bank of Sioux City Iowa12,775$1.13M0.85%+12,775New
Ontario Teachers Pension Plan Board12,952$1.14M0.01%−1,428−9.9%Reduced
Supplemental Annuity Collective Trust of NJ13,000$1.15M0.41%00.0%Unchanged
Gateway Investment Advisers LLC13,002$1.15M0.01%−131−1.0%Reduced
TFG Advisers LLC13,066$1.15M0.52%+475+3.8%Added
Kentucky Retirement Systems Insurance Trust Fund13,103$1.16M0.09%+9+0.1%Added
Americana Partners, LLC13,136$1.16M0.15%−985−7.0%Reduced
Banco de Sabadell, S.A13,234$1.16M0.94%−464−3.4%Reduced
CNB Bank13,217$1.17M0.69%−479−3.5%Reduced
Impax Asset Management Group plc13,219$1.17M0.00%−3,463−20.8%Reduced
Harvey Capital Management Inc13,450$1.19M0.44%00.0%Unchanged
Gifford Fong Associates13,500$1.19M0.28%00.0%Unchanged
Unigestion Holding SA13,654$1.20M0.07%+1,000+7.9%Added
Argent Trust Co13,727$1.21M0.07%+843+6.5%Added
Security National Bank of So Dak13,801$1.22M0.87%+13,801New
King Luther Capital Management Corp13,853$1.22M0.01%00.0%Unchanged
Panagora Asset Management Inc13,856$1.22M0.01%00.0%Unchanged
IVC Wealth Advisors LLC13,889$1.23M0.78%+34+0.2%Added
Sunbelt Securities, Inc.14,036$1.24M0.18%−351−2.4%Reduced
Ostrum Asset Management14,071$1.24M0.10%+54+0.4%Added
Modera Wealth Management, LLC14,554$1.28M0.02%+11,778+424.3%Added
Mork Capital Management, LLC14,600$1.29M0.99%00.0%Unchanged
Webster Bank, N. A.14,633$1.29M0.17%−7,105−32.7%Reduced
Octavia Wealth Advisors, LLC14,680$1.30M0.26%−98−0.7%Reduced
Headlands Technologies LLC14,695$1.30M0.41%+12,042+453.9%Added
Ieq Capital, LLC14,701$1.30M0.03%−2,681−15.4%Reduced
Graham Capital Management, L.P.14,772$1.30M0.04%−3,910−20.9%Reduced
International Assets Investment Management, LLC15,263$1.31M0.18%−1,472−8.8%Reduced
Moody National Bank Trust Division14,925$1.32M0.09%+448+3.1%Added
Apollon Wealth Management, LLC14,937$1.32M0.06%−19−0.1%Reduced
All Terrain Financial Advisors, LLC14,943$1.32M0.59%+2,140+16.7%Added
Arrowstreet Capital, Limited Partnership14,964$1.32M0.00%+14,964New
FourThought Financial Partners, LLC15,220$1.34M0.18%+861+6.0%Added
Snowden Capital Advisors LLC15,230$1.34M0.05%−452−2.9%Reduced
Eastern Bank15,272$1.35M0.06%+63+0.4%Added
Shell Asset Management Co15,471$1.36M0.05%−2,445−13.6%Reduced
Koshinski Asset Management, Inc.15,503$1.37M0.15%−9,482−38.0%Reduced
Pinnacle Associates Ltd15,537$1.37M0.02%+45+0.3%Added
Patten & Patten Inc15,539$1.37M0.11%+1,865+13.6%Added
Ridgewood Investments LLC15,552$1.37M0.78%+568+3.8%Added
Stratos Wealth Partners, LTD.15,617$1.38M0.03%+1,223+8.5%Added
Capstone Investment Advisors, LLC15,752$1.39M0.04%−2,391−13.2%Reduced
Davenport & Co LLC15,811$1.39M0.01%−797−4.8%Reduced
Metropolitan Life Insurance Co15,905$1.40M0.07%−554−3.4%Reduced
Accel Wealth Management15,923$1.40M0.77%+5,923+59.2%Added
Old National Bancorp15,931$1.41M0.04%−3,027−16.0%Reduced
Moloney Securities Asset Management, LLC16,049$1.42M0.25%+980+6.5%Added
Means Investment Co., Inc.16,056$1.42M0.22%+296+1.9%Added
Boston Private Wealth LLC16,057$1.42M0.03%+3,502+27.9%Added
Procyon Private Wealth Partners, LLC16,213$1.43M0.18%+1,235+8.2%Added
Wambolt & Associates, LLC16,232$1.43M0.51%+1,321+8.9%Added
Naples Global Advisors, LLC16,333$1.44M0.17%+3,175+24.1%Added
Zurich Insurance Group Ltd16,500$1.46M0.02%00.0%Unchanged
Assetmark, Inc16,526$1.46M0.01%+1,798+12.2%Added
Independent Advisor Alliance16,559$1.46M0.06%−6,736−28.9%Reduced
United Community Bank16,640$1.47M1.29%+305+1.9%Added
Commerce Bank16,655$1.47M0.01%+3,075+22.6%Added
Avantax Advisory Services, Inc.16,706$1.47M0.02%+161+1.0%Added
Banque Cantonale Vaudoise16,782$1.48M0.07%−3,400−16.8%Reduced
Whalerock Point Partners, LLC16,857$1.49M0.50%+192+1.2%Added
Tredje AP-fonden16,967$1.50M0.02%+2,808+19.8%Added
E. Ohman J:or Asset Management AB17,023$1.50M0.05%00.0%Unchanged
Bartlett & Co. LLC17,129$1.51M0.03%+16,280+1,917.6%Added
Bartlett & Co. Wealth Management LLC17,129$1.51M0.03%+16,280+1,917.6%Added
BI Asset Management Fondsmaeglerselskab A/S17,189$1.52M0.04%+3,615+26.6%Added
Disciplined Equity Management, Inc.17,240$1.52M1.24%−100−0.6%Reduced
First Business Financial Services, Inc.17,345$1.53M0.19%−48−0.3%Reduced
Hall Kathryn A.17,525$1.55M0.50%00.0%Unchanged
Diversified Trust Co17,558$1.55M0.06%+5,919+50.9%Added
Mountain Capital Investment Advisors, Inc16,149$1.56M0.59%−4,632−22.3%Reduced
Two Sigma Securities, LLC17,742$1.57M0.13%+14,947+534.8%Added
New Mexico Educational Retirement Board17,831$1.57M0.07%+800+4.7%Added
Peapack Gladstone Financial Corp18,021$1.59M0.03%+229+1.3%Added
Paloma Partners Management Co18,051$1.59M0.37%+18,051New
RMB Capital Management, LLC18,126$1.60M0.05%+99+0.5%Added
Glenmede Trust Co NA19,348$1.60M0.01%00.0%Unchanged
Sound Income Strategies, LLC18,153$1.60M0.16%+1,414+8.4%Added
Rodgers Brothers Inc.18,582$1.64M0.29%+20+0.1%Added
Cetera Advisors LLC18,676$1.65M0.03%+2,094+12.6%Added
Metis Global Partners, LLC18,735$1.65M0.09%+1,702+10.0%Added
Bremer Bank National Association18,849$1.66M0.32%−2,275−10.8%Reduced
Manhattan West Asset Management, LLC18,870$1.66M0.62%+6,140+48.2%Added
Dakota Wealth Management18,897$1.67M0.08%+644+3.5%Added
Darwin Advisors, LLC18,417$1.69M0.44%+4,851+35.8%Added
Natixis19,277$1.70M0.01%+12,088+168.1%Added
Vident Investment Advisory, LLC19,820$1.75M0.06%−20,859−51.3%Reduced
Tocqueville Asset Management L.P.19,861$1.75M0.03%−2,198−10.0%Reduced
Mainstay Capital Management LLC20,012$1.77M0.32%−595−2.9%Reduced
Peloton Wealth Strategists20,050$1.77M0.78%−500−2.4%Reduced