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, 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.

Institutional holdersQ3 2023: 1,160 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 heldQ3 2023: $19.0B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q2 2023.

Institutions holding PRU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sutton Wealth Advisors Inc.2,284$216.7K0.11%−17−0.7%Reduced
TD Private Client Wealth LLC2,298$218.1K0.01%+328+16.6%Added
Glenview Trust Co2,302$218.4K0.01%+2,302New
Rise Advisors, LLC2,303$218.5K0.17%+787+51.9%Added
Bedel Financial Consulting, Inc.2,309$219.1K0.04%−41−1.7%Reduced
Bedel Financial Consulting Inc2,309$219.1K0.04%+2,309New
Vise Technologies, Inc.2,314$219.6K0.05%+2,314New
NorthRock Partners, LLC2,315$219.7K0.02%+2,315New
Atom Investors LP2,328$220.9K0.05%+2,328New
Cedar Brook Financial Partners, LLC2,328$220.9K0.06%−35−1.5%Reduced
Verus Capital Partners, LLC2,337$221.8K0.03%+2,337New
Bank of New Hampshire2,340$222.0K0.07%−225−8.8%Reduced
MidWestOne Financial Group, Inc.2,349$222.9K0.05%−74−3.1%Reduced
Plancorp, LLC2,368$224.7K0.01%+67+2.9%Added
Fukoku Mutual Life Insurance Co2,370$224.9K0.02%00.0%Unchanged
Eads & Heald Wealth Management2,374$225.0K0.12%−5−0.2%Reduced
Fountainhead AM, LLC2,382$226.0K0.08%−140−5.6%Reduced
Trust Co of Virginia2,399$227.6K0.03%+100+4.3%Added
Csenge Advisory Group2,409$228.6K0.02%+34+1.4%Added
Austin Private Wealth, LLC2,412$228.9K0.03%+2,412New
West Chester Capital Advisors, Inc2,417$229.3K0.42%−65−2.6%Reduced
Golden State Equity Partners2,445$232.0K0.06%−760−23.7%Reduced
Merit Financial Group, LLC2,452$232.6K0.01%+2,452New
Caldwell Sutter Capital, Inc.2,464$233.8K0.13%+172+7.5%Added
Sanders Morris Harris LLC2,465$233.9K0.05%00.0%Unchanged
Prosperity Consulting Group, LLC2,477$235.0K0.11%+2,477New
SageView Advisory Group, LLC2,480$235.4K0.01%+40+1.6%Added
Ignite Planners, LLC2,578$236.8K0.07%+251+10.8%Added
Kingswood Wealth Advisors, LLC2,503$237.5K0.04%+2,503New
CX Institutional2,508$238.0K0.01%+39+1.6%Added
Mystic Asset Management, Inc.2,515$238.6K0.13%−275−9.9%Reduced
Levy Wealth Management Group, LLC2,518$239.0K0.07%+19+0.8%Added
RNC Capital Management LLC2,535$240.5K0.01%−305−10.7%Reduced
Alpha Cubed Investments, LLC2,568$243.6K0.02%+13+0.5%Added
Freestone Capital Holdings, LLC2,572$244.1K0.01%+2,572New
Fisher Asset Management, LLC2,582$245.0K0.00%−828−24.3%Reduced
CenterStar Asset Management, LLC2,586$245.4K0.66%+2,586New
Humankind Investments LLC2,591$245.9K0.10%−362−12.3%Reduced
UniSuper Management Pty Ltd2,600$246.7K0.00%00.0%Unchanged
RB Capital Management, LLC2,604$247.1K0.08%+129+5.2%Added
Zimmermann Investment Management & Planning LLC2,613$248.0K0.12%+8+0.3%Added
Investment Partners, Ltd.2,633$249.9K0.13%+22+0.8%Added
RSM US Wealth Management LLC2,634$249.9K0.01%+3+0.1%Added
Cornerstone Advisory, LLC2,657$252.1K0.04%−194−6.8%Reduced
Paragon Capital Management Ltd2,673$253.7K0.06%−113−4.1%Reduced
Private Advisory Group LLC2,681$254.4K0.05%00.0%Unchanged
CVS Health Corp2,683$254.6K0.14%00.0%Unchanged
EPG Wealth Management LLC2,689$255.2K0.08%+284+11.8%Added
Principal Street Partners, LLC2,697$255.9K0.05%−43−1.6%Reduced
Hohimer Wealth Management, LLC2,706$256.8K0.07%00.0%Unchanged
IFG Advisory, LLC2,739$259.9K0.02%+2,739New
Sunflower Bank, N.A.2,758$261.7K0.06%−124−4.3%Reduced
Shufro Rose & Co LLC2,763$262.2K0.02%−28−1.0%Reduced
Allegheny Financial Group LTD2,765$262.3K0.10%+2,765New
Whittier Trust Co of Nevada Inc2,768$262.7K0.01%−14−0.5%Reduced
Manchester Financial Inc2,771$263.0K0.08%00.0%Unchanged
NBC Securities, Inc.2,792$264.0K0.03%+2,792New
TownSquare Capital, LLC2,791$264.9K0.00%+2,791New
Summit Trail Advisors, LLC2,804$266.0K0.01%+110+4.1%Added
Geller Advisors LLC2,811$266.7K0.03%+119+4.4%Added
CWA Asset Management Group, LLC2,814$267.0K0.02%−81−2.8%Reduced
STAR Financial Bank2,821$267.7K0.27%−305−9.8%Reduced
Fiduciary Group LLC2,826$268.2K0.03%00.0%Unchanged
TRUE Private Wealth Advisors2,836$269.1K0.04%−166−5.5%Reduced
Fundamentun, LLC2,841$269.7K0.04%−153−5.1%Reduced
Alerus Financial NA2,846$270.1K0.02%−8−0.3%Reduced
Gotham Asset Management, LLC2,848$270.2K0.01%+2,848New
Conning Inc.2,852$270.6K0.01%−80−2.7%Reduced
Seven Eight Capital, LP2,855$270.9K0.03%+2,855New
Commerzbank Aktiengesellschaft2,846$271.0K0.01%+2,846New
Centaurus Financial, Inc.2,961$281.0K0.02%−62−2.1%Reduced
Quent Capital, LLC2,966$281.4K0.04%+259+9.6%Added
Joule Financial, LLC3,013$285.9K0.15%−725−19.4%Reduced
Brighton Jones LLC3,017$286.3K0.01%+254+9.2%Added
MBM Wealth Consultants, LLC3,072$288.3K0.13%+149+5.1%Added
Chemistry Wealth Management LLC3,042$288.7K0.10%00.0%Unchanged
Pitcairn Co3,052$289.6K0.02%−105−3.3%Reduced
Goldstone Financial Group, LLC3,053$289.7K0.09%−301−9.0%Reduced
Arkadios Wealth Advisors3,072$291.5K0.03%+582+23.4%Added
Physicians Financial Services, Inc.3,100$294.0K0.12%−100−3.1%Reduced
New Jersey Better Educational Savings Trust3,100$294.2K0.72%00.0%Unchanged
Applied Finance Capital Management, LLC3,109$295.0K0.03%+288+10.2%Added
Los Angeles Capital Management LLC3,116$295.7K0.00%+3,116New
Bradley Foster & Sargent Inc3,355$295.9K0.01%00.0%Unchanged
Madden Advisory Services, Inc.3,121$296.2K0.19%−111−3.4%Reduced
Siemens Fonds Invest GmbH3,135$297.5K0.03%00.0%Unchanged
Marcum Wealth, LLC3,135$297.5K0.04%+124+4.1%Added
Alliance Wealth Advisors, LLC3,144$298.3K0.22%00.0%Unchanged
Mirova3,144$298.3K0.06%−7,091−69.3%Reduced
IFP Advisors, Inc3,162$300.1K0.01%−668−17.4%Reduced
Wealthspire Advisors, LLC3,169$300.7K0.00%+478+17.8%Added
Delta Financial Group, Inc.3,179$302.0K0.10%+3,179New
Romano Brothers and Company3,194$303.1K0.05%−38−1.2%Reduced
Navis Wealth Advisors, LLC3,195$303.2K0.44%+25+0.8%Added
AdvisorNet Financial, Inc3,200$303.6K0.03%−1,927−37.6%Reduced
Aurora Investment Managers, LLC.3,232$307.0K0.26%+37+1.2%Added
Magnus Financial Group LLC3,248$308.2K0.04%−97−2.9%Reduced
Pinnacle Financial Partners Inc3,298$312.9K0.01%−15−0.5%Reduced
Systematic Financial Management LP3,300$313.1K0.01%00.0%Unchanged
CWS Financial Advisors, LLC3,301$313.2K0.13%+87+2.7%Added