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, 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 | 1,417 | $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, 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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 3,310 | $314.1K | 0.03% | −2−0.1% | Reduced |
| Monterey Private Wealth, Inc. | 3,330 | $316.0K | 0.16% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,330 | $316.0K | 0.13% | +34+1.0% | Added |
| Perpetual Ltd | 3,358 | $318.6K | 0.00% | +758+29.2% | Added |
| Advisor OS, LLC | 3,361 | $318.9K | 0.05% | −7,446−68.9% | Reduced |
| Pure Financial Advisors, Inc. | 3,404 | $323.0K | 0.01% | +16+0.5% | Added |
| Palumbo Wealth Management LLC | 3,407 | $323.3K | 0.18% | +14+0.4% | Added |
| Founders Financial Alliance, LLC | 3,409 | $323.4K | 0.14% | −33−1.0% | Reduced |
| Credit Agricole S A | 3,414 | $324.0K | 0.01% | +3,414 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,440 | $326.4K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,500 | $332.1K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,502 | $332.3K | 0.04% | +400+12.9% | Added |
| Hudock, Inc. | 3,502 | $332.3K | 0.08% | +9+0.3% | Added |
| StoneX Group Inc. | 3,506 | $332.7K | 0.04% | −2,797−44.4% | Reduced |
| TrueWealth Advisors, LLC | 3,513 | $333.4K | 0.14% | −20−0.6% | Reduced |
| North Star Investment Management Corp. | 3,521 | $334.1K | 0.03% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 3,780 | $337.7K | 0.02% | −81−2.1% | Reduced |
| Qtron Investments LLC | 3,561 | $337.9K | 0.06% | +3,561 | New |
| Paragon Private Wealth Management, LLC | 3,570 | $338.8K | 0.28% | −662−15.6% | Reduced |
| Advisors Capital Management, LLC | 3,567 | $339.0K | 0.01% | +660+22.7% | Added |
| Strategic Blueprint, LLC | 3,576 | $339.3K | 0.03% | −14−0.4% | Reduced |
| Old North State Trust, LLC | 3,590 | $341.0K | 0.27% | +148+4.3% | Added |
| First Citizens Bank & Trust Co | 3,642 | $345.6K | 0.01% | +328+9.9% | Added |
| Chase Investment Counsel Corp | 3,647 | $346.0K | 0.17% | +103+2.9% | Added |
| Aptus Capital Advisors, LLC | 3,649 | $346.3K | 0.01% | +247+7.3% | Added |
| Tiaa Trust, National Association | 3,649 | $346.3K | 0.00% | +3,649 | New |
| Herold Advisors, Inc. | 3,681 | $349.3K | 0.11% | +300+8.9% | Added |
| Central Trust Co | 3,698 | $350.9K | 0.01% | +223+6.4% | Added |
| Prio Wealth Limited Partnership | 3,714 | $352.4K | 0.01% | +194+5.5% | Added |
| Consolidated Planning Corp | 3,734 | $354.3K | 0.08% | −207−5.3% | Reduced |
| NEOS Investment Management LLC | 3,739 | $354.8K | 0.05% | +3,739 | New |
| Cornerstone Wealth Management, LLC | 3,743 | $355.2K | 0.03% | −40−1.1% | Reduced |
| Spartan Planning & Wealth Management | 3,754 | $356.2K | 0.42% | +3,754 | New |
| Allworth Financial LP | 3,790 | $359.6K | 0.00% | +32+0.9% | Added |
| Private Trust Co NA | 3,840 | $364.4K | 0.05% | −7−0.2% | Reduced |
| Davis R M Inc | 3,850 | $365.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,854 | $365.7K | 0.20% | −96−2.4% | Reduced |
| Westhampton Capital, LLC | 3,881 | $368.3K | 0.24% | −60−1.5% | Reduced |
| Annex Advisory Services, LLC | 3,903 | $370.4K | 0.02% | +60+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 3,913 | $371.3K | 0.00% | −322−7.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,917 | $371.7K | 0.24% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,944 | $373.0K | 0.01% | −237−5.7% | Reduced |
| Northwest Bancshares, Inc. | 3,938 | $373.7K | 0.07% | +50+1.3% | Added |
| Solstein Capital, LLC | 34,509 | $374.4K | 0.32% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,947 | $375.0K | 0.09% | −508−11.4% | Reduced |
| Peoples Bank | 3,956 | $375.4K | 0.25% | +27+0.7% | Added |
| CIBC Private Wealth Group, LLC | 3,957 | $375.5K | 0.00% | +3,957 | New |
| Westside Investment Management, Inc. | 4,000 | $379.6K | 0.11% | 00.0% | Unchanged |
| Clough Capital Partners L P | 4,000 | $379.6K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,031 | $382.0K | 0.09% | −216−5.1% | Reduced |
| Oliver Luxxe Assets LLC | 4,061 | $385.3K | 0.10% | −100−2.4% | Reduced |
| Clarius Group, LLC | 4,068 | $386.0K | 0.04% | −1,927−32.1% | Reduced |
| Doliver Advisors, LP | 4,084 | $387.5K | 0.12% | −50−1.2% | Reduced |
| Umb Bank N A | 4,095 | $388.6K | 0.01% | −525−11.4% | Reduced |
| Red Door Wealth Management, LLC | 4,096 | $388.7K | 0.10% | −72−1.7% | Reduced |
| Clearstead Advisors, LLC | 4,116 | $390.6K | 0.02% | +4+0.1% | Added |
| Profund Advisors LLC | 4,120 | $390.9K | 0.02% | −140−3.3% | Reduced |
| Pacitti Group Inc. | 4,123 | $391.2K | 0.27% | +6+0.1% | Added |
| Sequoia Financial Advisors, LLC | 4,135 | $392.4K | 0.01% | +55+1.3% | Added |
| Ameritas Investment Partners, Inc. | 4,189 | $397.5K | 0.02% | −253−5.7% | Reduced |
| Inceptionr LLC | 4,197 | $398.3K | 0.23% | +1,202+40.1% | Added |
| Putnam Investments LLC | 4,214 | $399.9K | 0.00% | +56+1.3% | Added |
| Foundations Investment Advisors, LLC | 4,231 | $401.5K | 0.01% | +1,616+61.8% | Added |
| Perigon Wealth Management, LLC | 4,266 | $404.8K | 0.02% | +219+5.4% | Added |
| Field & Main Bank | 4,275 | $405.6K | 0.19% | −350−7.6% | Reduced |
| Harbour Investments, Inc. | 4,280 | $406.1K | 0.02% | +206+5.1% | Added |
| New Hampshire Trust | 4,280 | $406.1K | 0.11% | −123−2.8% | Reduced |
| Hexagon Capital Partners LLC | 4,297 | $407.7K | 0.11% | −255−5.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,303 | $408.3K | 0.01% | −34−0.8% | Reduced |
| Adirondack Trust Co | 4,304 | $408.4K | 0.20% | +207+5.1% | Added |
| Trust Asset Management LLC | 4,319 | $409.8K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,368 | $414.5K | 0.22% | −203−4.4% | Reduced |
| Aviance Capital Partners, LLC | 4,382 | $415.8K | 0.09% | −1,002−18.6% | Reduced |
| Thrive Wealth Management, LLC | 4,435 | $420.8K | 0.11% | +323+7.9% | Added |
| Change Path, LLC | 4,452 | $422.0K | 0.03% | −241−5.1% | Reduced |
| Edgestream Partners, L.P. | 4,471 | $424.3K | 0.03% | +4,471 | New |
| CSS LLC | 4,500 | $427.0K | 0.04% | +4,500 | New |
| Valeo Financial Advisors, LLC | 4,528 | $429.7K | 0.02% | +420+10.2% | Added |
| Schnieders Capital Management LLC | 4,538 | $430.6K | 0.10% | −62−1.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 4,551 | $431.8K | 0.10% | +258+6.0% | Added |
| Parallel Advisors, LLC | 4,599 | $436.5K | 0.01% | +210+4.8% | Added |
| Alberta Investment Management Corp | 4,600 | $436.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,605 | $437.0K | 0.02% | −1,148−20.0% | Reduced |
| Plimoth Trust Co LLC | 4,610 | $437.4K | 0.14% | −65−1.4% | Reduced |
| Financial Advisory Service, Inc. | 4,621 | $438.5K | 0.05% | −252−5.2% | Reduced |
| V-Square Quantitative Management LLC | 4,643 | $440.6K | 0.19% | +2,241+93.3% | Added |
| Cascade Investment Group, Inc. | 4,651 | $441.3K | 0.42% | +20+0.4% | Added |
| Graypoint LLC | 4,652 | $441.5K | 0.04% | +606+15.0% | Added |
| Affiance Financial, LLC | 4,655 | $441.8K | 0.22% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,666 | $442.8K | 0.02% | −106−2.2% | Reduced |
| Mengis Capital Management, Inc. | 4,680 | $444.1K | 0.09% | +61+1.3% | Added |
| Clarity Financial LLC | 4,692 | $445.2K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,694 | $445.4K | 0.04% | +340+7.8% | Added |
| Appleton Partners Inc | 4,717 | $448.0K | 0.04% | −65−1.4% | Reduced |
| Western Wealth Management, LLC | 4,737 | $449.5K | 0.04% | +942+24.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,821 | $457.5K | 0.09% | −666−12.1% | Reduced |
| Blueprint Investment Partners LLC | 4,826 | $457.9K | 0.15% | +4,826 | New |
| Beacon Financial Group | 4,860 | $460.0K | 0.07% | −289−5.6% | Reduced |
| Richard W. Paul & Associates, LLC | 4,865 | $461.6K | 0.21% | +394+8.8% | Added |
| Dynamic Advisor Solutions LLC | 4,865 | $461.7K | 0.02% | −1,233−20.2% | Reduced |