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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Options Solutions, LLC | 1,182 | $104.3K | 0.10% | +1,182 | New |
| Gradient Investments LLC | 1,162 | $102.5K | 0.00% | +107+10.1% | Added |
| Tobam | 1,160 | $102.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,154 | $101.8K | 0.02% | +836+262.9% | Added |
| Citizens National Bank Trust Department | 1,150 | $101.5K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,143 | $100.8K | 0.01% | −93−7.5% | Reduced |
| Lowe Wealth Advisors, LLC | 1,126 | $99.3K | 0.05% | −30−2.6% | Reduced |
| Optimum Investment Advisors | 1,125 | $99.2K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,112 | $98.1K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $97.0K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,014 | $89.5K | 0.04% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,000 | $88.2K | 0.08% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 951 | $83.9K | 0.07% | +1+0.1% | Added |
| Montag A & Associates Inc | 950 | $83.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 935 | $82.5K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 927 | $81.8K | 0.03% | −305−24.8% | Reduced |
| Concord Wealth Partners | 925 | $81.6K | 0.02% | +307+49.7% | Added |
| Evermay Wealth Management LLC | 900 | $79.4K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 881 | $77.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 864 | $77.0K | 0.01% | −182−17.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 864 | $76.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 852 | $75.2K | 0.01% | +220+34.8% | Added |
| Ameliora Wealth Management Ltd. | 840 | $74.1K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 835 | $73.7K | 0.01% | +50+6.4% | Added |
| Parkside Financial Bank & Trust | 835 | $73.7K | 0.02% | −45−5.1% | Reduced |
| St Germain D J Co Inc | 826 | $72.9K | 0.00% | +826 | New |
| Lindbrook Capital, LLC | 821 | $72.4K | 0.01% | −56−6.4% | Reduced |
| Certified Advisory Corp | 799 | $70.5K | 0.01% | +207+35.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 795 | $70.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 771 | $68.0K | 0.02% | −1,718−69.0% | Reduced |
| MCF Advisors LLC | 771 | $68.0K | 0.01% | +236+44.1% | Added |
| Glen Eagle Advisors, LLC | 765 | $67.5K | 0.02% | +259+51.2% | Added |
| Central Bank & Trust Co | 761 | $67.1K | 0.01% | +20+2.7% | Added |
| Compass Wealth Management LLC | 754 | $66.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 751 | $66.2K | 0.03% | +751 | New |
| First Financial Corp | 746 | $65.8K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 727 | $64.1K | 0.03% | +727 | New |
| Baker Avenue Asset Management, LP | 726 | $64.0K | 0.00% | +647+819.0% | Added |
| Trust Co of Vermont | 708 | $62.5K | 0.00% | −45−6.0% | Reduced |
| Systematic Alpha Investments, LLC | 707 | $62.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $61.8K | 0.04% | −50−6.7% | Reduced |
| FinTrust Capital Advisors, LLC | 613 | $61.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 679 | $59.9K | 0.00% | +39+6.1% | Added |
| West Paces Advisors Inc. | 656 | $57.9K | 0.02% | −314−32.4% | Reduced |
| Truvestments Capital LLC | 626 | $55.2K | 0.03% | −38−5.7% | Reduced |
| Horizon Bancorp Inc | 619 | $55.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 610 | $53.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 609 | $53.8K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $52.9K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 595 | $52.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 575 | $50.7K | 0.00% | −400−41.0% | Reduced |
| Raffa Wealth Management, LLC | 571 | $50.3K | 0.02% | +7+1.2% | Added |
| McIlrath & Eck, LLC | 567 | $50.0K | 0.01% | +89+18.6% | Added |
| Tyler-Stone Wealth Management | 551 | $49.0K | 0.03% | +551 | New |
| Key Financial Inc | 554 | $48.9K | 0.02% | +41+8.0% | Added |
| Focused Wealth Management, Inc | 534 | $47.1K | 0.01% | +1+0.2% | Added |
| McClarren Financial Advisors, Inc. | 543 | $47.0K | 0.04% | +27+5.2% | Added |
| Glassman Wealth Services | 527 | $46.5K | 0.01% | −146−21.7% | Reduced |
| EverSource Wealth Advisors, LLC | 510 | $45.0K | 0.00% | +161+46.1% | Added |
| Archer Investment Corp | 502 | $44.3K | 0.02% | +127+33.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $44.1K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 500 | $44.1K | 0.05% | +500 | New |
| CVA Family Office, LLC | 488 | $43.1K | 0.01% | +69+16.5% | Added |
| PSI Advisors, LLC | 487 | $43.0K | 0.02% | +166+51.7% | Added |
| SOA Wealth Advisors, LLC. | 484 | $42.7K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 480 | $42.3K | 0.01% | −769−61.6% | Reduced |
| Zions Bancorporation, N.A. | 478 | $42.2K | 0.00% | +166+53.2% | Added |
| Arrow Financial Corp | 475 | $41.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 467 | $41.2K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 465 | $41.0K | 0.02% | −134−22.4% | Reduced |
| Northwest Bank & Trust Co | 461 | $40.7K | 0.04% | +461 | New |
| Rosenberg Matthew Hamilton | 459 | $40.5K | 0.01% | +1+0.2% | Added |
| Colonial Trust Co | 443 | $39.1K | 0.01% | −104−19.0% | Reduced |
| Estabrook Capital Management | 440 | $38.8K | 0.01% | −511−53.7% | Reduced |
| Sandy Spring Bank | 437 | $38.6K | 0.00% | −50−10.3% | Reduced |
| Slocum, Gordon & Co LLP | 433 | $38.2K | 0.03% | +153+54.6% | Added |
| Pinnacle Bancorp, Inc. | 432 | $38.1K | 0.01% | +162+60.0% | Added |
| TSFG, LLC | 433 | $38.0K | 0.01% | −26−5.7% | Reduced |
| Eagle Bay Advisors LLC | 426 | $37.6K | 0.02% | +296+227.7% | Added |
| Stephens Consulting, LLC | 423 | $37.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 412 | $36.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 410 | $36.2K | 0.01% | +410 | New |
| Tradition Wealth Management, LLC | 398 | $35.0K | 0.00% | −5−1.2% | Reduced |
| Washington Trust Co | 396 | $34.9K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 391 | $34.5K | 0.01% | +5+1.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 390 | $34.4K | 0.00% | +3+0.8% | Added |
| American National Bank | 388 | $34.2K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 381 | $33.6K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 394 | $31.0K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 373 | $31.0K | 0.02% | +373 | New |
| Blue Bell Private Wealth Management, LLC | 349 | $30.8K | 0.01% | +100+40.2% | Added |
| Union Savings Bank | 312 | $30.1K | 0.02% | +312 | New |
| Stone House Investment Management, LLC | 340 | $30.0K | 0.01% | +3+0.9% | Added |
| Barrett & Company, Inc. | 339 | $29.9K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $29.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 328 | $28.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 321 | $28.3K | 0.00% | −17−5.0% | Reduced |
| Coppell Advisory Solutions LLC | 319 | $28.0K | 0.01% | +319 | New |
| Riverview Trust Co | 314 | $27.7K | 0.03% | +164+109.3% | Added |
| Peoples Financial Services Corp. | 312 | $27.5K | 0.01% | 00.0% | Unchanged |