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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 3,714 | $385.2K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,716 | $385.4K | 0.02% | +3,716 | New |
| Aviance Capital Partners, LLC | 3,736 | $387.4K | 0.08% | −646−14.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,737 | $387.6K | 0.03% | +3,737 | New |
| Solstein Capital, LLC | 34,509 | $390.3K | 0.29% | 00.0% | Unchanged |
| DCM Advisors, LLC | 3,800 | $394.1K | 0.14% | +3,800 | New |
| Federation des caisses Desjardins du Quebec | 3,816 | $395.8K | 0.00% | −97−2.5% | Reduced |
| Commerzbank Aktiengesellschaft | 3,810 | $396.0K | 0.02% | +964+33.9% | Added |
| Doliver Advisors, LP | 3,831 | $397.4K | 0.12% | −253−6.2% | Reduced |
| Chase Investment Counsel Corp | 3,848 | $399.0K | 0.18% | +201+5.5% | Added |
| Chicago Partners Investment Group LLC | 3,822 | $400.5K | 0.02% | +42+1.1% | Added |
| Benjamin Edwards Inc | 3,876 | $402.0K | 0.09% | −155−3.8% | Reduced |
| Putnam Investments LLC | 3,878 | $402.2K | 0.00% | −336−8.0% | Reduced |
| Westhampton Capital, LLC | 3,881 | $402.5K | 0.24% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,694 | $402.6K | 0.17% | −610−14.2% | Reduced |
| Cigna Investments Inc | 3,905 | $405.0K | 0.08% | −42−1.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,917 | $406.2K | 0.25% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,932 | $407.8K | 0.07% | −6−0.2% | Reduced |
| Umb Bank N A | 3,946 | $409.2K | 0.01% | −149−3.6% | Reduced |
| Peoples Bank | 3,956 | $410.3K | 0.24% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 3,961 | $410.8K | 0.10% | −100−2.5% | Reduced |
| Parallel Advisors, LLC | 3,967 | $411.4K | 0.01% | −632−13.7% | Reduced |
| Westside Investment Management, Inc. | 4,000 | $414.8K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,012 | $416.1K | 0.02% | −177−4.2% | Reduced |
| Stock Yards Bank & Trust Co | 4,032 | $418.2K | 0.01% | −634−13.6% | Reduced |
| Foundations Investment Advisors, LLC | 4,101 | $421.1K | 0.01% | −130−3.1% | Reduced |
| Whittier Trust Co | 4,066 | $421.7K | 0.01% | −5,749−58.6% | Reduced |
| Siemens Fonds Invest GmbH | 4,069 | $422.0K | 0.03% | +934+29.8% | Added |
| Allworth Financial LP | 4,069 | $422.0K | 0.00% | +279+7.4% | Added |
| Retirement Planning Co of New England, Inc. | 4,075 | $422.7K | 0.19% | +221+5.7% | Added |
| Red Door Wealth Management, LLC | 4,096 | $424.8K | 0.09% | 00.0% | Unchanged |
| Pacitti Group Inc. | 4,096 | $424.8K | 0.26% | −27−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,128 | $428.1K | 0.01% | +479+13.1% | Added |
| New Hampshire Trust | 4,149 | $430.3K | 0.10% | −131−3.1% | Reduced |
| Advisor Resource Council | 4,171 | $432.6K | 0.05% | +4,171 | New |
| Hexagon Capital Partners LLC | 4,193 | $434.8K | 0.10% | −104−2.4% | Reduced |
| Machina Capital S.A.S. | 4,206 | $436.2K | 0.28% | −8,487−66.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,233 | $439.0K | 0.04% | +490+13.1% | Added |
| Annex Advisory Services, LLC | 4,260 | $441.8K | 0.02% | +357+9.1% | Added |
| AlphaStar Capital Management, LLC | 4,262 | $442.0K | 0.04% | +4,262 | New |
| Perigon Wealth Management, LLC | 4,270 | $442.8K | 0.01% | +4+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 4,310 | $447.0K | 0.01% | +7+0.2% | Added |
| Trust Asset Management LLC | 4,319 | $447.9K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 4,335 | $449.6K | 0.19% | +60+1.4% | Added |
| PFG Investments, LLC | 4,354 | $451.6K | 0.08% | −3,705−46.0% | Reduced |
| PEAK6 Investments LLC | 4,400 | $456.3K | 0.02% | −4,283−49.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,406 | $456.9K | 0.02% | −1,670−27.5% | Reduced |
| Thrive Wealth Management, LLC | 4,452 | $461.8K | 0.10% | +17+0.4% | Added |
| Invesco, LLC | 4,455 | $462.0K | 0.21% | −540−10.8% | Reduced |
| Schnieders Capital Management LLC | 4,476 | $464.2K | 0.10% | −62−1.4% | Reduced |
| Hillsdale Investment Management Inc. | 4,530 | $469.8K | 0.04% | −1,100−19.5% | Reduced |
| Good Life Advisors, LLC | 4,578 | $474.8K | 0.05% | −627−12.0% | Reduced |
| Plimoth Trust Co LLC | 4,590 | $476.0K | 0.14% | −20−0.4% | Reduced |
| Paloma Partners Management Co | 4,590 | $476.0K | 0.08% | +4,590 | New |
| Clarity Financial LLC | 4,592 | $476.2K | 0.08% | −100−2.1% | Reduced |
| Alberta Investment Management Corp | 4,600 | $477.1K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,611 | $478.2K | 0.01% | −1,613−25.9% | Reduced |
| Western Wealth Management, LLC | 4,633 | $480.5K | 0.03% | −104−2.2% | Reduced |
| RFG Advisory, LLC | 4,636 | $480.8K | 0.02% | −3,524−43.2% | Reduced |
| Prosperity Consulting Group, LLC | 4,640 | $481.2K | 0.16% | +2,163+87.3% | Added |
| CIBC Private Wealth Group, LLC | 4,654 | $482.8K | 0.00% | +697+17.6% | Added |
| Affiance Financial, LLC | 4,662 | $483.5K | 0.14% | +7+0.2% | Added |
| Mengis Capital Management, Inc. | 4,680 | $485.4K | 0.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,710 | $488.4K | 0.01% | +1,919+68.8% | Added |
| Appleton Partners Inc | 4,717 | $489.0K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,741 | $491.7K | 0.06% | +2,238+89.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,777 | $495.4K | 0.09% | −44−0.9% | Reduced |
| Cascade Investment Group, Inc. | 4,786 | $496.4K | 0.40% | +135+2.9% | Added |
| Portman Square Capital LLP | 4,792 | $497.0K | 0.09% | +4,792 | New |
| Centennial Wealth Advisory LLC | 4,800 | $497.8K | 0.25% | +432+9.9% | Added |
| Mesirow Financial Investment Management, Inc. | 4,808 | $498.7K | 0.02% | +4,808 | New |
| Indiana Trust & Investment Management CO | 4,809 | $498.7K | 0.23% | −495−9.3% | Reduced |
| Beacon Financial Group | 4,830 | $500.9K | 0.06% | −30−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,833 | $501.2K | 0.04% | +139+3.0% | Added |
| Cidel Asset Management Inc | 4,848 | $502.8K | 0.02% | +4,848 | New |
| Change Path, LLC | 4,860 | $504.0K | 0.03% | +408+9.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,866 | $504.7K | 0.02% | −520−9.7% | Reduced |
| Headlands Technologies LLC | 4,889 | $507.0K | 0.15% | −6,532−57.2% | Reduced |
| Richard W. Paul & Associates, LLC | 4,900 | $508.2K | 0.21% | +35+0.7% | Added |
| Carolina Wealth Advisors, LLC | 4,924 | $510.7K | 0.26% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 4,959 | $514.3K | 0.21% | −4,988−50.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,982 | $516.7K | 0.02% | +454+10.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 4,983 | $516.8K | 0.10% | +432+9.5% | Added |
| Brookstone Capital Management | 5,026 | $521.3K | 0.01% | −5−0.1% | Reduced |
| First United Bank Trust | 5,045 | $523.2K | 0.21% | −45−0.9% | Reduced |
| Symmetry Partners, LLC | 5,032 | $524.0K | 0.03% | −546−9.8% | Reduced |
| BSW Wealth Partners | 5,067 | $525.5K | 0.10% | +61+1.2% | Added |
| NEOS Investment Management LLC | 5,113 | $530.3K | 0.05% | +1,374+36.7% | Added |
| Dynamic Advisor Solutions LLC | 5,103 | $532.3K | 0.02% | +238+4.9% | Added |
| Graypoint LLC | 5,137 | $532.8K | 0.04% | +485+10.4% | Added |
| Farther Finance Advisors, LLC | 5,139 | $533.0K | 0.04% | +3,315+181.7% | Added |
| Profund Advisors LLC | 5,212 | $540.5K | 0.02% | +1,092+26.5% | Added |
| Patron Partners Advisors, LLC | 5,233 | $542.7K | 0.36% | +147+2.9% | Added |
| Heritage Trust Co | 5,239 | $543.3K | 0.08% | −135−2.5% | Reduced |
| Zhang Financial LLC | 5,257 | $545.2K | 0.05% | +257+5.1% | Added |
| Perritt Capital Management Inc | 5,278 | $547.5K | 0.31% | −2,074−28.2% | Reduced |
| LCNB Corp | 5,289 | $548.5K | 0.22% | −188−3.4% | Reduced |
| Berkeley Capital Partners, LLC | 5,290 | $548.6K | 0.18% | −163−3.0% | Reduced |
| EP Wealth Advisors, LLC | 5,322 | $551.9K | 0.01% | −689−11.5% | Reduced |
| Green Square Capital Advisors LLC | 5,360 | $555.9K | 0.08% | −17,192−76.2% | Reduced |