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; 1,416 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Prudential Financial Inc as of Sep 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
- 1,160
- +27 vs. Q2 2023
- Shares held
- 200.3M
- −579.0K (−0.3%) vs. Q2 2023
- Total value
- $19.0B
- +$1.31B (+7.4%) vs. Q2 2023
- New holders
- 114
- 419 more added
- Sold out
- 87
- 415 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,416 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 165 | $15.7K | 0.00% | +165 | New |
| New England Capital Financial Advisors LLC | 170 | $16.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 171 | $16.2K | 0.00% | −50−22.6% | Reduced |
| WR Wealth Planners, LLC | 174 | $16.5K | 0.01% | −28−13.9% | Reduced |
| Tortoise Investment Management, LLC | 175 | $16.6K | 0.00% | +11+6.7% | Added |
| Walleye Trading LLC | 176 | $16.7K | 0.00% | +176 | New |
| Coppell Advisory Solutions LLC | 172 | $17.1K | 0.01% | −147−46.1% | Reduced |
| Pflug Koory, LLC | 181 | $17.2K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 189 | $17.9K | 0.01% | +189 | New |
| Covestor Ltd | 190 | $18.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 192 | $18.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 198 | $18.4K | 0.01% | +3+1.5% | Added |
| Trivant Custom Portfolio Group, LLC | 194 | $18.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 200 | $19.0K | 0.01% | +200 | New |
| Clear Street Markets LLC | 200 | $19.0K | 0.01% | −2,078−91.2% | Reduced |
| Coston, McIsaac & Partners | 207 | $19.0K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 203 | $19.3K | 0.02% | +203 | New |
| Carmichael Hill & Associates, Inc. | 212 | $20.1K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 213 | $20.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 216 | $20.5K | 0.00% | −21−8.9% | Reduced |
| Luken Investment Analytics, LLC | 218 | $20.7K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 221 | $21.0K | 0.01% | +90+68.7% | Added |
| Harvest Fund Management Co., Ltd | 225 | $21.0K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 217 | $21.0K | 0.00% | +217 | New |
| GHP Investment Advisors, Inc. | 225 | $21.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 224 | $21.3K | 0.00% | +31+16.1% | Added |
| Aspire Private Capital, LLC | 226 | $21.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 229 | $21.7K | 0.01% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 230 | $21.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $22.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 233 | $22.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 234 | $22.2K | 0.01% | +234 | New |
| Avion Wealth | 248 | $23.0K | 0.01% | +48+24.0% | Added |
| Duncker Streett & Co Inc | 250 | $23.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 250 | $23.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 250 | $23.7K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 267 | $25.3K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 269 | $25.5K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 273 | $25.9K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 287 | $26.8K | 0.01% | +287 | New |
| Union Savings Bank | 312 | $29.6K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 312 | $29.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 314 | $29.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 321 | $30.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 328 | $31.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 332 | $31.5K | 0.01% | −100−23.1% | Reduced |
| Financial Perspectives, Inc | 338 | $32.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 339 | $32.2K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 343 | $32.5K | 0.01% | +3+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 349 | $33.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 356 | $34.0K | 0.02% | −263−42.5% | Reduced |
| VitalStone Financial, LLC | 373 | $34.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 360 | $34.2K | 0.01% | −28−7.2% | Reduced |
| Estabrook Capital Management | 365 | $34.6K | 0.01% | −75−17.0% | Reduced |
| PFG Private Wealth Management, LLC | 369 | $35.0K | 0.03% | −1,425−79.4% | Reduced |
| PFS Partners, LLC | 381 | $36.2K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 394 | $37.4K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 396 | $37.6K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 400 | $38.0K | 0.02% | +400 | New |
| Tradition Wealth Management, LLC | 398 | $38.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 410 | $38.9K | 0.01% | +20+5.1% | Added |
| Ritter Daniher Financial Advisory LLC | 412 | $39.1K | 0.02% | +412 | New |
| Cutler Group LP | 431 | $40.0K | 0.01% | +395+1,097.2% | Added |
| Slocum, Gordon & Co LLP | 433 | $41.1K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 438 | $42.0K | 0.00% | +140+47.0% | Added |
| Colonial Trust Co | 443 | $42.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 459 | $43.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 462 | $43.8K | 0.01% | +301+187.0% | Added |
| Newbridge Financial Services Group, Inc. | 463 | $43.9K | 0.02% | −146−24.0% | Reduced |
| Toth Financial Advisory Corp | 467 | $44.3K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 475 | $45.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 476 | $45.2K | 0.01% | +453+1,969.6% | Added |
| Zions Bancorporation, N.A. | 478 | $45.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 484 | $45.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 490 | $46.5K | 0.02% | +3+0.6% | Added |
| Tacita Capital Inc | 495 | $47.0K | 0.04% | −100−16.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $47.4K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 512 | $48.6K | 0.03% | +512 | New |
| Fortis Group Advisors, LLC | 522 | $49.5K | 0.02% | +522 | New |
| Truvestments Capital LLC | 526 | $49.9K | 0.03% | −100−16.0% | Reduced |
| Glassman Wealth Services | 527 | $50.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 535 | $50.8K | 0.02% | +33+6.6% | Added |
| Focused Wealth Management, Inc | 536 | $50.9K | 0.01% | +2+0.4% | Added |
| McClarren Financial Advisors, Inc. | 543 | $51.0K | 0.04% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 547 | $51.9K | 0.05% | +547 | New |
| Tyler-Stone Wealth Management | 551 | $52.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 559 | $53.0K | 0.02% | +5+0.9% | Added |
| McIlrath & Eck, LLC | 568 | $53.9K | 0.01% | +1+0.2% | Added |
| Cornerstone Planning Group LLC | 573 | $54.4K | 0.02% | −178−23.7% | Reduced |
| Exchange Traded Concepts, LLC | 575 | $54.6K | 0.00% | −2,303−80.0% | Reduced |
| Salem Investment Counselors Inc | 575 | $54.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 577 | $54.7K | 0.02% | +6+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $55.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 583 | $55.3K | 0.01% | +73+14.3% | Added |
| FinTrust Capital Advisors, LLC | 600 | $56.9K | 0.01% | −13−2.1% | Reduced |
| Stephens Consulting, LLC | 607 | $57.6K | 0.02% | +184+43.5% | Added |
| Harbor Investment Advisory, LLC | 610 | $57.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 625 | $59.0K | 0.02% | +192+44.3% | Added |