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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 6,028 | $531.8K | 0.05% | −2,149−26.3% | Reduced |
| BDO Wealth Advisors, LLC | 6,018 | $530.9K | 0.06% | +313+5.5% | Added |
| Wendell David Associates Inc | 6,000 | $529.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,995 | $528.9K | 0.04% | −281−4.5% | Reduced |
| Kowal Investment Group, LLC | 5,968 | $526.5K | 0.14% | +30+0.5% | Added |
| First United Bank Trust | 5,885 | $519.1K | 0.23% | −380−6.1% | Reduced |
| Ameritas Advisory Services, LLC | 5,753 | $516.9K | 0.07% | −8,886−60.7% | Reduced |
| Woodward Diversified Capital, LLC | 5,830 | $514.3K | 0.39% | +108+1.9% | Added |
| Lazard Asset Management LLC | 5,838 | $514.0K | 0.00% | +837+16.7% | Added |
| KWB Wealth | 5,820 | $513.4K | 0.08% | +195+3.5% | Added |
| Brookstone Capital Management | 5,705 | $512.6K | 0.01% | +605+11.9% | Added |
| Mitchell Sinkler & Starr | 5,759 | $508.1K | 0.14% | −150−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,750 | $507.2K | 0.01% | +546+10.5% | Added |
| apricus wealth, LLC | 5,453 | $504.4K | 0.44% | −11,228−67.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,713 | $504.0K | 0.08% | −182−3.1% | Reduced |
| Petrus Trust Company, LTA | 5,710 | $503.7K | 0.06% | +2,654+86.8% | Added |
| Fiduciary Trust Co | 5,698 | $502.7K | 0.01% | −3,962−41.0% | Reduced |
| ISAM Funds (UK) Ltd | 5,677 | $500.8K | 0.45% | +5,677 | New |
| Ossiam | 5,669 | $500.1K | 0.01% | −38,624−87.2% | Reduced |
| Insight Advisors, LLC | 5,664 | $499.7K | 0.11% | +14+0.2% | Added |
| Forza Wealth Management, LLC | 5,647 | $498.2K | 0.25% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,582 | $492.4K | 0.02% | +855+18.1% | Added |
| Bessemer Securities LLC | 5,577 | $492.0K | 0.33% | −1,350−19.5% | Reduced |
| Accurate Wealth Management, LLC | 5,356 | $490.6K | 0.15% | +277+5.5% | Added |
| Hillsdale Investment Management Inc. | 5,530 | $487.9K | 0.04% | +5,530 | New |
| Dorsey & Whitney Trust CO LLC | 5,519 | $486.9K | 0.04% | +806+17.1% | Added |
| Solstein Capital, LLC | 34,509 | $486.3K | 0.41% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,487 | $484.0K | 0.09% | −24−0.4% | Reduced |
| Indiana Trust & Investment Management CO | 5,454 | $481.2K | 0.25% | −840−13.3% | Reduced |
| Heritage Trust Co | 5,448 | $480.6K | 0.07% | −8−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,424 | $478.5K | 0.03% | −218−3.9% | Reduced |
| Berkeley Capital Partners, LLC | 5,409 | $477.2K | 0.17% | +131+2.5% | Added |
| Aviance Capital Partners, LLC | 5,384 | $474.9K | 0.10% | +64+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,356 | $473.0K | 0.02% | +1,187+28.5% | Added |
| Kestra Private Wealth Services, LLC | 5,324 | $469.7K | 0.02% | +228+4.5% | Added |
| Belpointe Asset Management LLC | 5,305 | $468.1K | 0.05% | −1,588−23.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,310 | $468.0K | 0.45% | +310+6.2% | Added |
| Jmac Enterprises LLC | 5,300 | $467.5K | 0.12% | +8+0.2% | Added |
| DoubleLine ETF Adviser LP | 5,281 | $465.9K | 0.17% | +1,138+27.5% | Added |
| Colony Group LLC | 5,246 | $463.0K | 0.01% | −24−0.5% | Reduced |
| Bank Ozk | 5,202 | $458.9K | 0.22% | +5,202 | New |
| MJP Associates Inc | 5,146 | $454.0K | 0.15% | −469−8.4% | Reduced |
| AdvisorNet Financial, Inc | 5,127 | $452.3K | 0.04% | −387−7.0% | Reduced |
| Beacon Financial Group | 5,149 | $452.0K | 0.06% | −633−10.9% | Reduced |
| Gladstone Institutional Advisory LLC | 5,095 | $449.5K | 0.03% | +281+5.8% | Added |
| Engineers Gate Manager LP | 5,052 | $445.7K | 0.02% | −73,015−93.5% | Reduced |
| Maven Securities LTD | 5,035 | $444.2K | 0.06% | −28−0.6% | Reduced |
| Invesco, LLC | 4,995 | $440.7K | 0.22% | +4,995 | New |
| Patron Partners Advisors, LLC | 4,967 | $438.2K | 0.31% | +611+14.0% | Added |
| Ballentine Partners, LLC | 4,956 | $437.2K | 0.01% | −289−5.5% | Reduced |
| Toroso Investments, LLC | 4,934 | $435.0K | 0.01% | −7,930−61.6% | Reduced |
| Horizon Investments, LLC | 4,902 | $432.5K | 0.01% | +351+7.7% | Added |
| Wealthcare Advisory Partners LLC | 4,874 | $430.0K | 0.02% | +93+1.9% | Added |
| Financial Advisory Service, Inc. | 4,873 | $429.9K | 0.05% | +70+1.5% | Added |
| Good Life Advisors, LLC | 4,842 | $427.1K | 0.05% | +503+11.6% | Added |
| Integrated Advisors Network LLC | 4,797 | $423.2K | 0.02% | +149+3.2% | Added |
| Appleton Partners Inc | 4,782 | $422.0K | 0.04% | −246−4.9% | Reduced |
| Stock Yards Bank & Trust Co | 4,772 | $421.0K | 0.02% | −30−0.6% | Reduced |
| BSW Wealth Partners | 4,756 | $419.6K | 0.09% | −173−3.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,752 | $419.2K | 0.08% | +289+6.5% | Added |
| Sompo Asset Management Co., Ltd. | 4,750 | $419.0K | 0.08% | +1,700+55.7% | Added |
| Change Path, LLC | 4,693 | $415.0K | 0.02% | +410+9.6% | Added |
| Desjardins Global Asset Management Inc. | 4,698 | $414.5K | 0.05% | −1,323−22.0% | Reduced |
| Clarity Financial LLC | 4,692 | $413.9K | 0.06% | +4,692 | New |
| Plimoth Trust Co LLC | 4,675 | $412.4K | 0.12% | −1,020−17.9% | Reduced |
| Affiance Financial, LLC | 4,655 | $410.7K | 0.20% | +8+0.2% | Added |
| Cascade Investment Group, Inc. | 4,631 | $408.5K | 0.37% | +417+9.9% | Added |
| Field & Main Bank | 4,625 | $408.0K | 0.23% | −210−4.3% | Reduced |
| Umb Bank N A | 4,620 | $407.6K | 0.01% | −505−9.9% | Reduced |
| Mengis Capital Management, Inc. | 4,619 | $407.5K | 0.08% | −2,100−31.3% | Reduced |
| Schnieders Capital Management LLC | 4,600 | $405.8K | 0.08% | −340−6.9% | Reduced |
| Alberta Investment Management Corp | 4,600 | $405.8K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,571 | $403.2K | 0.21% | +441+10.7% | Added |
| Hexagon Capital Partners LLC | 4,552 | $401.6K | 0.11% | +292+6.9% | Added |
| Independent Financial Group, LLC | 4,496 | $396.7K | 0.03% | +253+6.0% | Added |
| Adirondack Trust Co | 4,097 | $395.3K | 0.18% | +60+1.5% | Added |
| Richard W. Paul & Associates, LLC | 4,471 | $394.4K | 0.17% | +344+8.3% | Added |
| Cigna Investments Inc | 4,455 | $393.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,442 | $391.9K | 0.01% | −60−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,431 | $390.9K | 0.00% | −1,114−20.1% | Reduced |
| V Wealth Advisors LLC | 4,424 | $390.3K | 0.07% | +532+13.7% | Added |
| HB Wealth Management, LLC | 4,421 | $390.0K | 0.01% | +822+22.8% | Added |
| New Hampshire Trust | 4,403 | $388.4K | 0.10% | +48+1.1% | Added |
| Parallel Advisors, LLC | 4,389 | $387.2K | 0.01% | −1,022−18.9% | Reduced |
| Capula Management Ltd | 4,380 | $386.4K | 0.05% | −26,541−85.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,354 | $384.1K | 0.03% | −386−8.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,337 | $382.6K | 0.01% | −14−0.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,007 | $382.2K | 0.32% | −273−6.4% | Reduced |
| Trust Asset Management LLC | 4,319 | $381.0K | 0.04% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 4,293 | $378.8K | 0.09% | +245+6.1% | Added |
| IFP Advisors, Inc | 3,830 | $378.5K | 0.02% | −1,777−31.7% | Reduced |
| Profund Advisors LLC | 4,260 | $375.8K | 0.02% | −107−2.5% | Reduced |
| Benjamin Edwards Inc | 4,247 | $375.0K | 0.09% | −10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,235 | $373.6K | 0.00% | −1,142−21.2% | Reduced |
| Paragon Private Wealth Management, LLC | 4,232 | $373.3K | 0.30% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,861 | $367.9K | 0.02% | +88+2.3% | Added |
| Red Door Wealth Management, LLC | 4,168 | $367.7K | 0.08% | −78−1.8% | Reduced |
| Oliver Luxxe Assets LLC | 4,161 | $367.1K | 0.09% | +100+2.5% | Added |
| Penserra Capital Management LLC | 4,181 | $367.0K | 0.01% | +2,222+113.4% | Added |
| Putnam Investments LLC | 4,158 | $366.8K | 0.00% | +461+12.5% | Added |