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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 5,396 | $559.6K | 0.02% | −681−11.2% | Reduced |
| Capital Asset Advisory Services LLC | 5,434 | $563.5K | 0.03% | −878−13.9% | Reduced |
| Ameritas Advisory Services, LLC | 5,356 | $563.6K | 0.03% | +751+16.3% | Added |
| Kowal Investment Group, LLC | 5,455 | $565.7K | 0.13% | −702−11.4% | Reduced |
| Wealthcare Advisory Partners LLC | 5,511 | $571.5K | 0.02% | +623+12.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,522 | $572.7K | 0.09% | −98−1.7% | Reduced |
| apricus wealth, LLC | 5,533 | $573.8K | 0.44% | +90+1.7% | Added |
| SeaCrest Wealth Management, LLC | 5,528 | $576.6K | 0.07% | +247+4.7% | Added |
| Vident Advisory, LLC | 5,625 | $583.4K | 0.01% | +60+1.1% | Added |
| Forza Wealth Management, LLC | 5,647 | $585.6K | 0.32% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,657 | $586.7K | 0.12% | −10−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,680 | $589.1K | 0.05% | +88+1.6% | Added |
| Accurate Wealth Management, LLC | 5,743 | $593.6K | 0.18% | −418−6.8% | Reduced |
| HB Wealth Management, LLC | 5,763 | $597.8K | 0.01% | −1,563−21.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,798 | $600.8K | 0.02% | −390−6.3% | Reduced |
| Kingsview Wealth Management, LLC | 5,794 | $600.9K | 0.02% | −6,629−53.4% | Reduced |
| Harbour Investments, Inc. | 5,814 | $603.0K | 0.02% | +1,534+35.8% | Added |
| KWB Wealth | 5,818 | $603.4K | 0.09% | −33−0.6% | Reduced |
| Colony Group, LLC | 5,825 | $604.0K | 0.01% | +5,825 | New |
| Pinnacle West Asset Management, Inc. | 5,845 | $606.0K | 0.52% | +260+4.7% | Added |
| WBH Advisory Inc | 5,863 | $608.0K | 0.07% | −59−1.0% | Reduced |
| NorthRock Partners, LLC | 5,868 | $608.6K | 0.03% | +3,553+153.5% | Added |
| Rogco, LP | 5,905 | $612.4K | 0.27% | +3+0.1% | Added |
| WSFS Capital Management, LLC | 5,950 | $617.1K | 0.04% | −7,100−54.4% | Reduced |
| Brown Advisory Inc | 5,960 | $618.1K | 0.00% | −2,170−26.7% | Reduced |
| Private Portfolio Partners LLC | 5,977 | $619.9K | 0.14% | −656−9.9% | Reduced |
| Independent Financial Group, LLC | 5,996 | $621.8K | 0.03% | +1,096+22.4% | Added |
| Wendell David Associates Inc | 6,000 | $622.0K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,058 | $628.3K | 0.04% | +13+0.2% | Added |
| DoubleLine ETF Adviser LP | 6,061 | $628.6K | 0.18% | +469+8.4% | Added |
| Buckingham Strategic Wealth, LLC | 6,082 | $630.8K | 0.01% | +265+4.6% | Added |
| Global Retirement Partners, LLC | 6,180 | $633.7K | 0.03% | −163−2.6% | Reduced |
| Johnson Investment Counsel Inc | 6,136 | $636.4K | 0.01% | −313−4.9% | Reduced |
| Cullinan Associates Inc | 6,175 | $640.4K | 0.04% | −6,000−49.3% | Reduced |
| Buck Wealth Strategies, LLC | 6,195 | $642.5K | 0.24% | −269−4.2% | Reduced |
| Lido Advisors, LLC | 6,244 | $647.6K | 0.01% | −361−5.5% | Reduced |
| V-Square Quantitative Management LLC | 6,255 | $648.7K | 0.15% | +1,612+34.7% | Added |
| Nations Financial Group Inc, | 6,321 | $655.6K | 0.06% | +25+0.4% | Added |
| Hikari Power Ltd | 6,350 | $659.0K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,444 | $668.2K | 0.01% | −77−1.2% | Reduced |
| Element Wealth, LLC | 6,466 | $670.6K | 0.42% | −723−10.1% | Reduced |
| Live Oak Investment Partners | – | $672.9K | 0.61% | – | – |
| Raab & Moskowitz Asset Management LLC | 6,531 | $677.3K | 0.21% | +118+1.8% | Added |
| Horizon Investments, LLC | 6,535 | $677.7K | 0.02% | +1,631+33.3% | Added |
| Woodward Diversified Capital, LLC | 6,568 | $681.1K | 0.43% | −133−2.0% | Reduced |
| BancFirst Trust & Investment Management | 6,592 | $687.1K | 0.31% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,652 | $689.9K | 0.06% | −47−0.7% | Reduced |
| Wedbush Securities Inc | 6,664 | $691.0K | 0.03% | +805+13.7% | Added |
| We Are One Seven, LLC | 6,663 | $691.1K | 0.04% | +896+15.5% | Added |
| St. Johns Investment Management Company, LLC | 6,698 | $694.6K | 0.36% | −727−9.8% | Reduced |
| Bank Ozk | 6,754 | $700.5K | 0.34% | +223+3.4% | Added |
| Ellevest, Inc. | 6,778 | $702.9K | 0.05% | +154+2.3% | Added |
| Capital Investment Advisory Services, LLC | 6,788 | $704.0K | 0.07% | +171+2.6% | Added |
| Impact Partnership Wealth, LLC | 6,816 | $706.9K | 0.26% | +1,802+35.9% | Added |
| Avidian Wealth Solutions, LLC | 6,853 | $710.7K | 0.04% | +132+2.0% | Added |
| RSM US Wealth Management LLC | 6,940 | $719.8K | 0.02% | +4,306+163.5% | Added |
| Ritholtz Wealth Management | 6,953 | $721.1K | 0.03% | −879−11.2% | Reduced |
| Investors Research Corp | 6,967 | $722.5K | 0.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,009 | $726.9K | 0.03% | −144−2.0% | Reduced |
| Proequities, Inc. | 7,026 | $728.7K | 0.05% | −868−11.0% | Reduced |
| GTS Securities LLC | 7,028 | $728.9K | 0.02% | +7,028 | New |
| Park Avenue Securities LLC | 7,030 | $729.0K | 0.01% | −16−0.2% | Reduced |
| Nemes Rush Group LLC | 7,039 | $730.1K | 0.12% | −105−1.5% | Reduced |
| Twin Capital Management Inc | 7,114 | $737.8K | 0.10% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,139 | $740.4K | 0.01% | −37−0.5% | Reduced |
| Coastal Investment Advisors, Inc. | 7,160 | $742.5K | 0.17% | −1,195−14.3% | Reduced |
| Great Lakes Retirement, Inc. | 7,193 | $746.0K | 0.12% | +262+3.8% | Added |
| Marietta Investment Partners LLC | 7,200 | $746.7K | 0.19% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,202 | $747.0K | 0.05% | +72+1.0% | Added |
| Seelaus Asset Management LLC | 7,221 | $748.9K | 0.73% | +20.0% | Added |
| Carret Asset Management, LLC | 7,235 | $750.3K | 0.10% | 00.0% | Unchanged |
| Focus Financial Network Inc | 7,276 | $754.6K | 0.03% | +7,276 | New |
| Raleigh Capital Management Inc. | 7,284 | $755.4K | 0.35% | −260−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,322 | $759.4K | 0.02% | +1,655+29.2% | Added |
| Nomura Holdings Inc | 7,334 | $760.6K | 0.01% | +7,334 | New |
| Sequoia Financial Advisors, LLC | 7,355 | $762.8K | 0.01% | +3,220+77.9% | Added |
| ClearAlpha Technologies LP | 7,387 | $766.1K | 0.29% | +7,387 | New |
| Legacy Capital Group California, Inc. | 7,463 | $774.0K | 0.30% | −29−0.4% | Reduced |
| Mitchell Sinkler & Starr | 7,464 | $774.1K | 0.14% | +1,700+29.5% | Added |
| Old National Bancorp | 7,512 | $779.1K | 0.02% | −6,251−45.4% | Reduced |
| Tower Bridge Advisors | 7,560 | $784.1K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 7,581 | $786.2K | 0.30% | +325+4.5% | Added |
| IHT Wealth Management, LLC | 7,598 | $788.0K | 0.04% | −65−0.8% | Reduced |
| Vestcor Inc | 7,691 | $798.0K | 0.03% | −90−1.2% | Reduced |
| Prospera Financial Services Inc | 7,716 | $800.2K | 0.03% | −1,688−17.9% | Reduced |
| Virtue Capital Management, LLC | 7,740 | $804.1K | 0.16% | −2,121−21.5% | Reduced |
| Tyche Wealth Partners LLC | 7,863 | $815.5K | 0.20% | +7,863 | New |
| HBK Sorce Advisory LLC | 7,923 | $821.7K | 0.03% | −343−4.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 7,872 | $822.8K | 0.28% | −853−9.8% | Reduced |
| E&G Advisors, LP | 7,950 | $824.5K | 0.29% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 7,958 | $825.3K | 0.30% | +433+5.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,960 | $825.5K | 0.07% | −147−1.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 7,966 | $830.3K | 0.50% | −40−0.5% | Reduced |
| Cowa, LLC | 8,010 | $830.7K | 0.52% | +26+0.3% | Added |
| Coldstream Capital Management Inc | 8,066 | $836.5K | 0.02% | +702+9.5% | Added |
| Abundance Wealth Counselors | 8,107 | $841.0K | 0.22% | +612+8.2% | Added |
| Raymond James Trust N.A. | 8,128 | $843.0K | 0.02% | −1,009−11.0% | Reduced |
| Inceptionr LLC | 8,253 | $855.9K | 0.61% | +4,056+96.6% | Added |
| Act Two Investors LLC | 8,269 | $857.6K | 0.19% | +8,269 | New |
| MAI Capital Management | 8,282 | $859.0K | 0.01% | +2,367+40.0% | Added |