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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 473 | $49.1K | 0.01% | +30+6.8% | Added |
| Salem Investment Counselors Inc | 475 | $49.3K | 0.00% | −100−17.4% | Reduced |
| Zions Bancorporation, N.A. | 478 | $49.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 484 | $50.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 488 | $50.6K | 0.01% | +21+4.5% | Added |
| ICA Group Wealth Management, LLC | 498 | $51.7K | 0.01% | +498 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $51.9K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 520 | $53.9K | 0.02% | +8+1.6% | Added |
| Focused Wealth Management, Inc | 537 | $55.7K | 0.01% | +1+0.2% | Added |
| Glassman Wealth Services | 540 | $56.0K | 0.01% | +13+2.5% | Added |
| Archer Investment Corp | 541 | $56.1K | 0.02% | +6+1.1% | Added |
| McClarren Financial Advisors, Inc. | 550 | $57.0K | 0.04% | +7+1.3% | Added |
| Key Financial Inc | 563 | $58.4K | 0.02% | +4+0.7% | Added |
| Cornerstone Planning Group LLC | 573 | $59.5K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 577 | $59.8K | 0.02% | −200−25.7% | Reduced |
| Raffa Wealth Management, LLC | 582 | $60.4K | 0.02% | +5+0.9% | Added |
| LM Advisors LLC | 588 | $61.0K | 0.01% | +588 | New |
| FinTrust Capital Advisors, LLC | 600 | $62.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $63.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 615 | $63.0K | 0.01% | +184+42.7% | Added |
| Harbor Investment Advisory, LLC | 610 | $63.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 622 | $64.5K | 0.01% | −1,236−66.5% | Reduced |
| TSFG, LLC | 628 | $65.0K | 0.02% | +3+0.5% | Added |
| West Paces Advisors Inc. | 660 | $68.4K | 0.02% | +4+0.6% | Added |
| McIlrath & Eck, LLC | 670 | $69.5K | 0.01% | +102+18.0% | Added |
| Tyler-Stone Wealth Management | 682 | $70.7K | 0.04% | +131+23.8% | Added |
| DT Investment Partners, LLC | 668 | $71.2K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 687 | $71.2K | 0.02% | −3−0.4% | Reduced |
| Founders Capital Management | 700 | $72.6K | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 707 | $73.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 709 | $73.5K | 0.01% | −161−18.5% | Reduced |
| Criterion Capital Advisors, LLC | 723 | $75.0K | 0.05% | +723 | New |
| Strategic Investment Solutions, Inc. | 745 | $77.3K | 0.01% | −11,414−93.9% | Reduced |
| Compass Wealth Management LLC | 754 | $78.2K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 755 | $78.3K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 756 | $78.4K | 0.06% | +756 | New |
| Central Bank & Trust Co | 761 | $78.9K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 779 | $80.8K | 0.01% | −26−3.2% | Reduced |
| Baystate Wealth Management LLC | 782 | $81.1K | 0.01% | −91−10.4% | Reduced |
| EverSource Wealth Advisors, LLC | 783 | $81.2K | 0.01% | +200+34.3% | Added |
| MCF Advisors LLC | 799 | $82.8K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 810 | $84.0K | 0.06% | +441+119.5% | Added |
| Washington Trust Co | 812 | $84.2K | 0.00% | +416+105.1% | Added |
| Abich Financial Wealth Management LLC | 814 | $84.4K | 0.08% | +814 | New |
| Sandy Spring Bank | 816 | $84.6K | 0.00% | +10+1.2% | Added |
| Tucker Asset Management LLC | 827 | $85.8K | 0.02% | +656+383.6% | Added |
| Ameliora Wealth Management Ltd. | 840 | $87.1K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 843 | $87.4K | 0.04% | +317+60.3% | Added |
| First Financial Corp | 848 | $87.9K | 0.04% | +102+13.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 856 | $88.8K | 0.02% | −8−0.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 864 | $89.6K | 0.02% | +5+0.6% | Added |
| BFSG, LLC | 870 | $90.2K | 0.01% | +870 | New |
| Islay Capital Management, LLC | 894 | $92.7K | 0.07% | −58−6.1% | Reduced |
| Rakuten Investment Management, Inc. | 894 | $93.2K | 0.00% | +894 | New |
| Evermay Wealth Management LLC | 905 | $93.9K | 0.02% | +5+0.6% | Added |
| Concord Wealth Partners | 915 | $94.9K | 0.02% | −84−8.4% | Reduced |
| HM Payson & Co | 916 | $95.0K | 0.00% | +212+30.1% | Added |
| St Germain D J Co Inc | 926 | $96.0K | 0.01% | +100+12.1% | Added |
| Arcadia Investment Management Corp | 935 | $96.9K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 947 | $98.2K | 0.00% | −1,175−55.4% | Reduced |
| Montag A & Associates Inc | 950 | $98.5K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,007 | $104.4K | 0.11% | −2,747−73.2% | Reduced |
| Trust Co of Vermont | 1,008 | $104.5K | 0.01% | +225+28.7% | Added |
| MV Capital Management, Inc. | 1,011 | $104.9K | 0.01% | −136−11.9% | Reduced |
| Valley National Advisers Inc | 1,015 | $105.0K | 0.02% | −61−5.7% | Reduced |
| Global Trust Asset Management, LLC | 1,014 | $105.2K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,044 | $108.3K | 0.03% | +522+100.0% | Added |
| CVA Family Office, LLC | 1,060 | $109.9K | 0.02% | +1,060 | New |
| Lowe Wealth Advisors, LLC | 1,076 | $111.6K | 0.06% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,088 | $112.8K | 0.10% | +1,088 | New |
| City Holding Co | 1,093 | $113.4K | 0.02% | −61−5.3% | Reduced |
| Alta Advisers Ltd | 1,100 | $114.1K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,112 | $115.3K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,125 | $116.7K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,150 | $119.3K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,157 | $120.0K | 0.00% | +1,072+1,261.2% | Added |
| City State Bank | 1,170 | $121.0K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,179 | $122.3K | 0.02% | +501+73.9% | Added |
| Gradient Investments LLC | 1,184 | $122.8K | 0.00% | +19+1.6% | Added |
| Prestige Wealth Management Group LLC | 1,190 | $123.4K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,196 | $124.0K | 0.07% | −366−23.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,282 | $133.0K | 0.00% | +1,282 | New |
| LGT Financial Advisors LLC | 1,317 | $136.6K | 0.17% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,360 | $141.0K | 0.01% | +565+71.1% | Added |
| TFC Financial Management | 1,369 | $142.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 1,400 | $145.2K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,409 | $146.1K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,424 | $147.7K | 0.01% | +290+25.6% | Added |
| Hollencrest Capital Management | 1,430 | $148.3K | 0.01% | −232−14.0% | Reduced |
| Scarborough Advisors, LLC | 1,454 | $150.8K | 0.03% | +1,454 | New |
| BOK Financial Private Wealth, Inc. | 1,573 | $163.1K | 0.01% | +692+78.5% | Added |
| Gables Capital Management Inc. | 1,573 | $163.1K | 0.10% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,742 | $163.5K | 0.01% | +3+0.2% | Added |
| Legacy Bridge, LLC | 1,606 | $166.6K | 0.11% | −30−1.8% | Reduced |
| Anchor Investment Management, LLC | 1,707 | $177.0K | 0.02% | +44+2.6% | Added |
| Farmers & Merchants Investments Inc | 1,743 | $180.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,747 | $181.1K | 0.05% | +1,747 | New |
| Spire Wealth Management | 1,753 | $181.4K | 0.01% | −437−20.0% | Reduced |
| Sittner & Nelson, LLC | 1,756 | $182.2K | 0.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,771 | $183.7K | 0.10% | +105+6.3% | Added |