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, Q4 2023
Institutional positions in Prudential Financial Inc as of Dec 31, 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
- 1,234
- +92 vs. Q3 2023
- Shares held
- 204.0M
- +4.46M (+2.2%) vs. Q3 2023
- Total value
- $21.2B
- +$2.21B (+11.7%) vs. Q3 2023
- New holders
- 154
- 390 more added
- Sold out
- 62
- 485 more reduced
18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 118 | $12.2K | 0.01% | +118 | New |
| Core Alternative Capital | 122 | $12.6K | 0.00% | −31−20.3% | Reduced |
| ClariVest Asset Management LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 129 | $13.4K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 130 | $13.5K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 131 | $13.6K | 0.00% | −90−40.7% | Reduced |
| SJS Investment Consulting Inc. | 133 | $13.8K | 0.00% | +12+9.9% | Added |
| FSC Wealth Advisors, LLC | 133 | $13.8K | 0.01% | +20+17.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 136 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 135 | $14.0K | 0.00% | +4+3.1% | Added |
| Creekmur Asset Management LLC | 137 | $14.2K | 0.00% | +137 | New |
| Larson Financial Group LLC | 137 | $14.3K | 0.00% | −87−38.8% | Reduced |
| Princeton Global Asset Management LLC | 138 | $14.3K | 0.00% | +1+0.7% | Added |
| HHM Wealth Advisors, LLC | 140 | $14.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 141 | $14.6K | 0.00% | −335−70.4% | Reduced |
| Stephenson National Bank & Trust | 144 | $14.9K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 147 | $15.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 151 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $15.7K | 0.00% | +30+24.8% | Added |
| Avion Wealth | 153 | $16.0K | 0.00% | −95−38.3% | Reduced |
| CoreFirst Bank & Trust | 157 | $16.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 160 | $16.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 160 | $16.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 164 | $17.0K | 0.00% | −11−6.3% | Reduced |
| Avalon Trust Co | 164 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 165 | $17.1K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 165 | $17.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 168 | $17.3K | 0.01% | −30−15.2% | Reduced |
| New England Capital Financial Advisors LLC | 170 | $17.7K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 181 | $18.8K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 186 | $19.3K | 0.01% | +186 | New |
| Carmichael Hill & Associates, Inc. | 187 | $19.4K | 0.01% | −25−11.8% | Reduced |
| Halpern Financial, Inc. | 192 | $19.7K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 194 | $20.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 197 | $20.4K | 0.02% | +197 | New |
| Thompson Investment Management, Inc. | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 202 | $20.9K | 0.00% | +39+23.9% | Added |
| Coston, McIsaac & Partners | 207 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 200 | $21.0K | 0.01% | +10+5.3% | Added |
| Team Financial Group, LLC | 206 | $21.3K | 0.02% | +3+1.5% | Added |
| Canton Hathaway, LLC | 210 | $22.0K | 0.01% | +210 | New |
| Luken Investment Analytics, LLC | 218 | $22.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $23.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 224 | $23.2K | 0.01% | −2−0.9% | Reduced |
| Creative Financial Designs Inc | 227 | $23.5K | 0.00% | +70+44.6% | Added |
| Kelly Financial Services LLC | 229 | $23.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 230 | $23.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $24.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 233 | $24.2K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 234 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 241 | $25.0K | 0.00% | +105+77.2% | Added |
| American State Bank (Iowa) | 241 | $25.0K | 0.02% | +141+141.0% | Added |
| Duncker Streett & Co Inc | 250 | $25.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 250 | $25.9K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 254 | $26.3K | 0.02% | +254 | New |
| MB, Levis & Associates, LLC | 267 | $27.7K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 269 | $27.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $28.0K | 0.01% | +270 | New |
| Community Bank, N.A. | 273 | $28.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 275 | $28.5K | 0.01% | −6,027−95.6% | Reduced |
| Fairfield, Bush & Co. | 302 | $31.3K | 0.02% | +302 | New |
| Arlington Trust Co LLC | 307 | $31.8K | 0.01% | +185+151.6% | Added |
| Peoples Financial Services Corp. | 312 | $32.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 312 | $32.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 321 | $33.3K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 327 | $33.9K | 0.02% | +327 | New |
| Pacific Center for Financial Services | 328 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 332 | $34.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 337 | $35.0K | 0.00% | +337 | New |
| Financial Perspectives, Inc | 338 | $35.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 339 | $35.2K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 341 | $35.4K | 0.01% | −2−0.6% | Reduced |
| Pineridge Advisors LLC | 346 | $35.9K | 0.01% | +346 | New |
| Blue Bell Private Wealth Management, LLC | 349 | $36.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 352 | $36.5K | 0.01% | −138−28.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 363 | $37.6K | 0.02% | −100−21.6% | Reduced |
| Johnson Financial Group, Inc. | 364 | $37.8K | 0.00% | −385−51.4% | Reduced |
| Estabrook Capital Management | 365 | $37.9K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 365 | $37.9K | 0.04% | +365 | New |
| JJJ Advisors Inc. | 374 | $38.8K | 0.01% | +124+49.6% | Added |
| VitalStone Financial, LLC | 373 | $39.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 381 | $39.5K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 386 | $40.0K | 0.02% | +30+8.4% | Added |
| Desjardins Global Asset Management Inc. | 388 | $40.2K | 0.00% | −6,040−94.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 394 | $40.9K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 395 | $41.0K | 0.03% | −100−20.2% | Reduced |
| Tradition Wealth Management, LLC | 398 | $41.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 400 | $41.5K | 0.01% | +400 | New |
| Ritter Daniher Financial Advisory LLC | 412 | $42.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 405 | $43.0K | 0.00% | −33−7.5% | Reduced |
| Coppell Advisory Solutions LLC | 419 | $43.5K | 0.01% | +247+143.6% | Added |
| Rosenberg Matthew Hamilton | 421 | $43.7K | 0.01% | −38−8.3% | Reduced |
| Stephens Consulting, LLC | 423 | $43.9K | 0.01% | −184−30.3% | Reduced |
| Smartleaf Asset Management LLC | 428 | $44.6K | 0.01% | +428 | New |
| Slocum, Gordon & Co LLP | 433 | $44.9K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 440 | $45.6K | 0.01% | −22−4.8% | Reduced |
| Capital Analysts, LLC | 447 | $46.0K | 0.00% | +447 | New |
| Arrow Financial Corp | 455 | $47.2K | 0.00% | −20−4.2% | Reduced |
| Northwest Bank & Trust Co | 461 | $47.8K | 0.04% | +461 | New |