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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 2,613 | $271.0K | 0.05% | +264+11.2% | Added |
| Morningstar Investment Services LLC | 2,596 | $271.0K | 0.00% | +2,596 | New |
| Edgestream Partners, L.P. | 2,616 | $271.3K | 0.02% | −1,855−41.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 2,624 | $272.1K | 0.11% | +11+0.4% | Added |
| Wedmont Private Capital | 2,614 | $273.2K | 0.02% | +441+20.3% | Added |
| Investment Partners, Ltd. | 2,655 | $275.3K | 0.14% | +22+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,659 | $275.8K | 0.11% | +2,659 | New |
| NBC Securities, Inc. | 2,663 | $276.0K | 0.03% | −129−4.6% | Reduced |
| Entropy Technologies, LP | 2,678 | $277.7K | 0.05% | +2,678 | New |
| Private Advisory Group LLC | 2,681 | $278.0K | 0.05% | 00.0% | Unchanged |
| CVS Health Corp | 2,683 | $278.3K | 0.14% | 00.0% | Unchanged |
| MQS Management LLC | 2,703 | $280.3K | 0.16% | −6,106−69.3% | Reduced |
| Hohimer Wealth Management, LLC | 2,706 | $280.6K | 0.07% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,715 | $281.6K | 0.03% | −96−3.4% | Reduced |
| Manchester Financial Inc | 2,734 | $283.5K | 0.08% | −37−1.3% | Reduced |
| Sunflower Bank, N.A. | 2,758 | $286.0K | 0.07% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,806 | $291.0K | 0.00% | −7,906−73.8% | Reduced |
| Physicians Financial Services, Inc. | 2,850 | $296.0K | 0.11% | −250−8.1% | Reduced |
| Allegheny Financial Group LTD | 2,856 | $296.2K | 0.10% | +91+3.3% | Added |
| Advisors Capital Management, LLC | 2,868 | $297.0K | 0.01% | −699−19.6% | Reduced |
| Gratus Wealth Advisors, LLC | 2,875 | $298.2K | 0.06% | +2,875 | New |
| Valmark Advisers, Inc. | 2,891 | $299.8K | 0.01% | +2,891 | New |
| Conning Inc. | 2,897 | $300.4K | 0.01% | +45+1.6% | Added |
| Wealthspire Advisors, LLC | 2,902 | $301.0K | 0.00% | −267−8.4% | Reduced |
| Joule Financial, LLC | 2,925 | $303.4K | 0.14% | −88−2.9% | Reduced |
| GAMMA Investing LLC | 2,909 | $305.2K | 0.08% | +2,909 | New |
| Applied Finance Capital Management, LLC | 2,955 | $306.5K | 0.03% | −154−5.0% | Reduced |
| Ostrum Asset Management | 2,957 | $306.7K | 0.03% | −5,876−66.5% | Reduced |
| Delta Financial Group, Inc. | 2,975 | $308.0K | 0.10% | −204−6.4% | Reduced |
| Marcum Wealth, LLC | 2,972 | $308.2K | 0.03% | −163−5.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,927 | $309.0K | 0.12% | −145−4.7% | Reduced |
| CWA Asset Management Group, LLC | 2,983 | $309.4K | 0.02% | +169+6.0% | Added |
| Two Sigma Securities, LLC | 2,995 | $310.6K | 0.01% | −5,031−62.7% | Reduced |
| Lloyd Advisory Services, LLC. | 2,998 | $311.0K | 0.15% | +2,998 | New |
| Goldstone Financial Group, LLC | 2,999 | $311.0K | 0.08% | −54−1.8% | Reduced |
| Richardson Capital Management LLC | 3,000 | $311.1K | 0.30% | +3,000 | New |
| Centaurus Financial, Inc. | 3,005 | $312.0K | 0.02% | +44+1.5% | Added |
| Pitcairn Co | 3,009 | $312.1K | 0.02% | −43−1.4% | Reduced |
| Arkadios Wealth Advisors | 3,010 | $312.2K | 0.03% | −62−2.0% | Reduced |
| Plato Investment Management Ltd | 3,018 | $313.0K | 0.38% | +3,018 | New |
| Brighton Jones LLC | 3,019 | $313.1K | 0.01% | +2+0.1% | Added |
| SageView Advisory Group, LLC | 2,939 | $313.4K | 0.01% | +459+18.5% | Added |
| STAR Financial Bank | 3,028 | $314.0K | 0.29% | +207+7.3% | Added |
| Merit Financial Group, LLC | 3,028 | $314.1K | 0.01% | +576+23.5% | Added |
| Chemistry Wealth Management LLC | 3,042 | $315.5K | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,048 | $316.1K | 0.01% | −2,550−45.6% | Reduced |
| CWS Financial Advisors, LLC | 3,060 | $317.4K | 0.12% | −241−7.3% | Reduced |
| Magnus Financial Group LLC | 3,081 | $319.5K | 0.04% | −167−5.1% | Reduced |
| Centiva Capital, LP | 3,089 | $320.4K | 0.02% | +3,089 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,090 | $320.5K | 0.10% | −350−10.2% | Reduced |
| New Jersey Better Educational Savings Trust | 3,100 | $321.5K | 0.68% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,119 | $323.4K | 0.02% | −5,205−62.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,123 | $323.9K | 0.01% | +355+12.8% | Added |
| Fundamentun, LLC | 3,123 | $324.0K | 0.04% | +282+9.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,126 | $324.2K | 0.01% | +3,126 | New |
| Campbell & CO Investment Adviser LLC | 3,136 | $325.2K | 0.03% | +3,136 | New |
| Quent Capital, LLC | 3,138 | $325.5K | 0.04% | +172+5.8% | Added |
| Alliance Wealth Advisors, LLC | 3,144 | $326.0K | 0.22% | 00.0% | Unchanged |
| Romano Brothers and Company | 3,178 | $329.6K | 0.05% | −16−0.5% | Reduced |
| IFP Advisors, Inc | 3,180 | $329.9K | 0.02% | +18+0.6% | Added |
| Herold Advisors, Inc. | 3,184 | $330.3K | 0.09% | −497−13.5% | Reduced |
| Abel Hall, LLC | 3,212 | $333.1K | 0.28% | +3,212 | New |
| Navis Wealth Advisors, LLC | 3,219 | $333.9K | 0.44% | +24+0.8% | Added |
| UniSuper Management Pty Ltd | 3,258 | $337.9K | 0.00% | +658+25.3% | Added |
| Aurora Investment Managers, LLC. | 3,268 | $339.0K | 0.26% | +36+1.1% | Added |
| AdvisorNet Financial, Inc | 3,277 | $339.8K | 0.03% | +77+2.4% | Added |
| Private Trust Co NA | 3,277 | $339.9K | 0.04% | −563−14.7% | Reduced |
| Penserra Capital Management LLC | 3,284 | $340.0K | 0.01% | −660−16.7% | Reduced |
| Paragon Private Wealth Management, LLC | 3,280 | $340.2K | 0.24% | −290−8.1% | Reduced |
| Financial Advisory Service, Inc. | 3,298 | $342.1K | 0.03% | −1,323−28.6% | Reduced |
| Clough Capital Partners L P | 3,300 | $342.2K | 0.04% | −700−17.5% | Reduced |
| Systematic Financial Management LP | 3,300 | $342.2K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,315 | $343.8K | 0.16% | +800+31.8% | Added |
| First Citizens Bank & Trust Co | 3,321 | $344.4K | 0.01% | −321−8.8% | Reduced |
| Clearstead Advisors, LLC | 3,329 | $345.2K | 0.02% | −787−19.1% | Reduced |
| Monterey Private Wealth, Inc. | 3,330 | $345.4K | 0.16% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,330 | $345.4K | 0.14% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,337 | $346.1K | 0.00% | −312−8.6% | Reduced |
| Bradley Foster & Sargent Inc | 3,361 | $348.5K | 0.01% | +6+0.2% | Added |
| Corton Capital Inc. | 3,394 | $352.0K | 0.11% | −2,082−38.0% | Reduced |
| Advisor OS, LLC | 3,399 | $352.5K | 0.05% | +38+1.1% | Added |
| Palumbo Wealth Management LLC | 3,421 | $354.8K | 0.18% | +14+0.4% | Added |
| Syon Capital LLC | 3,431 | $355.8K | 0.04% | +3,431 | New |
| TrueWealth Advisors, LLC | 3,433 | $356.1K | 0.14% | −80−2.3% | Reduced |
| StoneX Group Inc. | 3,455 | $358.3K | 0.04% | −51−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 3,455 | $358.3K | 0.01% | +157+4.8% | Added |
| Pure Financial Advisors, Inc. | 3,477 | $360.6K | 0.01% | +73+2.1% | Added |
| Strategic Blueprint, LLC | 3,480 | $360.9K | 0.03% | −96−2.7% | Reduced |
| Sigma Planning Corp | 3,486 | $361.5K | 0.03% | −4,951−58.7% | Reduced |
| Hudock, Inc. | 3,509 | $364.0K | 0.08% | +7+0.2% | Added |
| North Star Investment Management Corp. | 3,521 | $365.2K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,541 | $367.2K | 0.08% | +3,541 | New |
| Qtron Investments LLC | 3,561 | $369.3K | 0.06% | 00.0% | Unchanged |
| Seeds Investor LLC | 3,590 | $372.3K | 0.42% | +3,590 | New |
| Asahi Life Asset Management Co., Ltd. | 3,670 | $380.6K | 0.21% | +3,670 | New |
| Transcendent Capital Group LLC | 3,681 | $381.8K | 0.25% | +3,681 | New |
| Central Trust Co | 3,698 | $383.5K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,702 | $383.9K | 0.04% | +200+5.7% | Added |
| Clarius Group, LLC | 3,708 | $384.6K | 0.03% | −360−8.8% | Reduced |
| Nebula Research & Development LLC | 3,709 | $384.7K | 0.12% | +3,709 | New |