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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 4,888 | $463.8K | 0.02% | +14+0.3% | Added |
| Independent Financial Group, LLC | 4,900 | $464.9K | 0.03% | +404+9.0% | Added |
| Horizon Investments, LLC | 4,904 | $465.3K | 0.01% | +20.0% | Added |
| Carolina Wealth Advisors, LLC | 4,924 | $467.2K | 0.26% | +4,689+1,995.3% | Added |
| Brookstone Capital Management | 5,031 | $469.4K | 0.01% | −674−11.8% | Reduced |
| Invesco, LLC | 4,995 | $474.0K | 0.24% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,000 | $474.4K | 0.05% | −5,000−50.0% | Reduced |
| BSW Wealth Partners | 5,006 | $475.0K | 0.11% | +250+5.3% | Added |
| Impact Partnership Wealth, LLC | 5,014 | $475.8K | 0.15% | +4,830+2,625.0% | Added |
| Capula Management Ltd | 5,040 | $478.2K | 0.03% | +660+15.1% | Added |
| Patron Partners Advisors, LLC | 5,086 | $482.6K | 0.36% | +119+2.4% | Added |
| First United Bank Trust | 5,090 | $483.0K | 0.22% | −795−13.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,195 | $493.0K | 0.08% | +443+9.3% | Added |
| Good Life Advisors, LLC | 5,205 | $494.0K | 0.06% | +363+7.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,221 | $495.4K | 0.05% | +5,221 | New |
| Colony Group LLC | 5,248 | $498.0K | 0.01% | +20.0% | Added |
| SeaCrest Wealth Management, LLC | 5,281 | $501.1K | 0.07% | −1,131−17.6% | Reduced |
| Indiana Trust & Investment Management CO | 5,304 | $503.3K | 0.25% | −150−2.8% | Reduced |
| Heritage Trust Co | 5,374 | $509.9K | 0.08% | −74−1.4% | Reduced |
| apricus wealth, LLC | 5,443 | $510.9K | 0.45% | −10−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,386 | $511.1K | 0.03% | −196−3.5% | Reduced |
| Occudo Quantitative Strategies LP | 5,429 | $515.2K | 0.07% | +5,429 | New |
| KWB Wealth | 5,851 | $516.2K | 0.08% | +31+0.5% | Added |
| Berkeley Capital Partners, LLC | 5,453 | $517.5K | 0.19% | +44+0.8% | Added |
| Corton Capital Inc. | 5,476 | $519.6K | 0.26% | −6,706−55.0% | Reduced |
| LCNB Corp | 5,477 | $519.7K | 0.23% | −2,033−27.1% | Reduced |
| Vident Advisory, LLC | 5,565 | $528.1K | 0.02% | +5,565 | New |
| Symmetry Partners, LLC | 5,578 | $529.0K | 0.03% | −1,188−17.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,585 | $530.0K | 0.52% | +275+5.2% | Added |
| Dorsey & Whitney Trust CO LLC | 5,592 | $530.6K | 0.05% | +73+1.3% | Added |
| DoubleLine ETF Adviser LP | 5,592 | $530.6K | 0.19% | +311+5.9% | Added |
| Fiduciary Trust Co | 5,598 | $531.2K | 0.01% | −100−1.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,620 | $533.3K | 0.09% | −93−1.6% | Reduced |
| Hillsdale Investment Management Inc. | 5,630 | $534.2K | 0.05% | +100+1.8% | Added |
| Forza Wealth Management, LLC | 5,647 | $535.8K | 0.28% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,667 | $537.7K | 0.12% | +3+0.1% | Added |
| Kestra Private Wealth Services, LLC | 5,667 | $537.7K | 0.02% | +343+6.4% | Added |
| Integrated Advisors Network LLC | 5,740 | $544.7K | 0.03% | +943+19.7% | Added |
| Mitchell Sinkler & Starr | 5,764 | $546.9K | 0.17% | +5+0.1% | Added |
| We Are One Seven, LLC | 5,767 | $547.3K | 0.04% | −261−4.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,817 | $552.0K | 0.01% | +67+1.2% | Added |
| Wedbush Securities Inc | 5,859 | $556.0K | 0.03% | −476−7.5% | Reduced |
| Rogco, LP | 5,902 | $560.0K | 0.28% | +5,902 | New |
| MAI Capital Management | 5,915 | $561.3K | 0.01% | −287−4.6% | Reduced |
| WBH Advisory Inc | 5,922 | $561.9K | 0.07% | −335−5.4% | Reduced |
| Oak Thistle LLC | 5,992 | $568.6K | 0.17% | +5,992 | New |
| Wendell David Associates Inc | 6,000 | $569.0K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,011 | $570.4K | 0.01% | +4,967+475.8% | Added |
| Gladstone Institutional Advisory LLC | 6,045 | $573.6K | 0.04% | +950+18.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,076 | $576.6K | 0.03% | +720+13.4% | Added |
| BKD Wealth Advisors, LLC | 6,077 | $576.6K | 0.02% | −2,419−28.5% | Reduced |
| Global Retirement Partners, LLC | 6,343 | $578.4K | 0.03% | +158+2.6% | Added |
| Kowal Investment Group, LLC | 6,157 | $584.2K | 0.16% | +189+3.2% | Added |
| Great Valley Advisor Group, Inc. | 6,188 | $587.4K | 0.02% | +30+0.5% | Added |
| Ballentine Partners, LLC | 6,224 | $590.6K | 0.01% | +1,268+25.6% | Added |
| Accurate Wealth Management, LLC | 6,161 | $597.0K | 0.19% | +805+15.0% | Added |
| Nations Financial Group Inc, | 6,296 | $597.4K | 0.06% | +3,031+92.8% | Added |
| Glass Jacobson Investment Advisors llc | 6,302 | $598.0K | 0.27% | −17−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 6,312 | $598.8K | 0.04% | −658−9.4% | Reduced |
| Hikari Power Ltd | 6,350 | $603.0K | 0.06% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,372 | $604.6K | 0.04% | −36,541−85.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,413 | $608.5K | 0.21% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 6,428 | $609.9K | 0.07% | +1,730+36.8% | Added |
| Johnson Investment Counsel Inc | 6,449 | $612.0K | 0.01% | −466−6.7% | Reduced |
| Buck Wealth Strategies, LLC | 6,464 | $613.3K | 0.25% | +5,737+789.1% | Added |
| Forum Financial Management, LP | 6,521 | $618.8K | 0.01% | +10.0% | Added |
| Bank Ozk | 6,531 | $619.7K | 0.34% | +1,329+25.5% | Added |
| Live Oak Investment Partners | – | $622.0K | 0.54% | – | – |
| Focus Financial Network, Inc. | 6,583 | $624.7K | 0.04% | +408+6.6% | Added |
| BancFirst Trust & Investment Management | 6,592 | $625.3K | 0.31% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,605 | $626.8K | 0.01% | −815−11.0% | Reduced |
| Capital Investment Advisory Services, LLC | 6,617 | $627.9K | 0.06% | −8−0.1% | Reduced |
| Ellevest, Inc. | 6,624 | $628.6K | 0.05% | +49+0.7% | Added |
| Private Portfolio Partners LLC | 6,633 | $629.4K | 0.16% | −516−7.2% | Reduced |
| Belpointe Asset Management LLC | 6,699 | $635.8K | 0.07% | +1,394+26.3% | Added |
| Woodward Diversified Capital, LLC | 6,701 | $635.9K | 0.46% | +871+14.9% | Added |
| Avidian Wealth Solutions, LLC | 6,721 | $637.7K | 0.04% | +430+6.8% | Added |
| Great Lakes Retirement, Inc. | 6,931 | $657.7K | 0.12% | +295+4.4% | Added |
| Investors Research Corp | 6,967 | $661.1K | 0.17% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,051 | $669.0K | 0.01% | −26,235−78.8% | Reduced |
| Park Avenue Securities LLC | 7,046 | $669.0K | 0.01% | +7,046 | New |
| Twin Capital Management Inc | 7,114 | $675.0K | 0.10% | −583−7.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,130 | $676.6K | 0.05% | +99+1.4% | Added |
| Nemes Rush Group LLC | 7,144 | $677.9K | 0.12% | +194+2.8% | Added |
| Fulton Bank, N.A. | 7,153 | $678.7K | 0.03% | +556+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 7,176 | $680.9K | 0.01% | −355−4.7% | Reduced |
| Element Wealth, LLC | 7,189 | $682.2K | 0.49% | +29+0.4% | Added |
| Marietta Investment Partners LLC | 7,200 | $683.2K | 0.19% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 7,219 | $685.0K | 0.78% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 7,230 | $686.1K | 0.02% | +3,720+106.0% | Added |
| Carret Asset Management, LLC | 7,235 | $686.5K | 0.10% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 7,256 | $688.2K | 0.28% | +7,256 | New |
| Capstone Investment Advisors, LLC | 7,268 | $689.7K | 0.02% | −8,484−53.9% | Reduced |
| HB Wealth Management, LLC | 7,326 | $695.1K | 0.01% | +2,905+65.7% | Added |
| Perritt Capital Management Inc | 7,352 | $697.6K | 0.40% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,364 | $698.8K | 0.02% | +56+0.8% | Added |
| St. Johns Investment Management Company, LLC | 7,425 | $704.6K | 0.40% | −706−8.7% | Reduced |
| Legacy Capital Group California, Inc. | 7,492 | $710.9K | 0.31% | +16+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 7,492 | $711.0K | 0.01% | −14−0.2% | Reduced |
| Abundance Wealth Counselors | 7,495 | $711.0K | 0.20% | +7,495 | New |