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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 8,313 | $862.2K | 0.06% | +655+8.6% | Added |
| Sawtooth Solutions, LLC | 8,377 | $868.8K | 0.02% | +28+0.3% | Added |
| Bleakley Financial Group, LLC | 8,377 | $868.8K | 0.03% | +28+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,404 | $871.6K | 0.05% | +550+7.0% | Added |
| Axxcess Wealth Management, LLC | 8,409 | $872.1K | 0.03% | −3,925−31.8% | Reduced |
| Sumitomo Life Insurance Co | 8,432 | $874.5K | 0.03% | −449−5.1% | Reduced |
| Peloton Wealth Strategists | 8,450 | $876.0K | 0.38% | −11,050−56.7% | Reduced |
| Investment Management Corp of Ontario | 8,451 | $876.5K | 0.02% | +8,451 | New |
| Avantax Planning Partners, Inc. | 8,481 | $879.5K | 0.03% | −2,126−20.0% | Reduced |
| Moody National Bank Trust Division | 8,579 | $889.7K | 0.07% | −7,394−46.3% | Reduced |
| Wintrust Investments LLC | 8,622 | $894.0K | 0.09% | −297−3.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,674 | $899.6K | 0.77% | −992−10.3% | Reduced |
| Silvercrest Asset Management Group LLC | 8,728 | $905.2K | 0.01% | +271+3.2% | Added |
| WMG Financial Advisors, LLC | 8,830 | $915.8K | 0.60% | −1,370−13.4% | Reduced |
| Greenleaf Trust | 8,844 | $917.2K | 0.01% | −354−3.8% | Reduced |
| FRG Family Wealth Advisors LLC | 8,855 | $918.4K | 0.19% | −220−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 8,894 | $922.4K | 0.08% | +17+0.2% | Added |
| Vicus Capital | 8,914 | $924.5K | 0.09% | −396−4.3% | Reduced |
| Lincoln National Corp | 8,916 | $924.7K | 0.02% | −184−2.0% | Reduced |
| Zullo Investment Group, Inc. | 8,931 | $926.3K | 0.47% | +252+2.9% | Added |
| Institute for Wealth Management, LLC. | 8,953 | $928.5K | 0.15% | −71−0.8% | Reduced |
| FJ Investments, LLC | 8,980 | $931.3K | 0.04% | +8,980 | New |
| Carson Advisory Inc. | 8,997 | $933.1K | 0.73% | +201+2.3% | Added |
| Hilltop Holdings Inc. | 9,000 | $933.3K | 0.11% | −127−1.4% | Reduced |
| Manhattan West Asset Management, LLC | 9,145 | $948.4K | 0.27% | −12,779−58.3% | Reduced |
| Van Eck Associates Corp | 9,171 | $951.0K | 0.00% | +78+0.9% | Added |
| Cim Investment Mangement Inc | 9,193 | $953.4K | 0.31% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 9,241 | $958.0K | 0.50% | −1,665−15.3% | Reduced |
| Invst, LLC | 9,429 | $974.8K | 0.12% | −742−7.3% | Reduced |
| Longfellow Investment Management Co LLC | 9,400 | $974.9K | 0.24% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,449 | $980.0K | 0.02% | −15,734−62.5% | Reduced |
| Empowered Funds, LLC | 9,467 | $981.8K | 0.02% | −50−0.5% | Reduced |
| Bray Capital Advisors | 9,469 | $982.0K | 0.27% | +435+4.8% | Added |
| Intech Investment Management LLC | 9,493 | $984.5K | 0.01% | −6,349−40.1% | Reduced |
| Citadel Advisors LLC | 9,543 | $989.7K | 0.00% | +9,543 | New |
| Ramirez Asset Management, Inc. | 9,546 | $990.0K | 0.20% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9,561 | $991.5K | 0.18% | +524+5.8% | Added |
| Piscataqua Savings Bank | 9,580 | $993.5K | 0.93% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9,660 | $1.00M | 0.59% | −3,845−28.5% | Reduced |
| Principal Securities, Inc. | 9,703 | $1.01M | 0.04% | +9,703 | New |
| New Century Financial Group, LLC | 9,823 | $1.02M | 0.88% | +9,823 | New |
| Bailard, Inc. | 9,862 | $1.02M | 0.03% | +998+11.3% | Added |
| Wetherby Asset Management Inc | 9,873 | $1.02M | 0.05% | −1,734−14.9% | Reduced |
| Moors & Cabot, Inc. | 9,902 | $1.03M | 0.06% | −857−8.0% | Reduced |
| Vontobel Holding Ltd. | 9,930 | $1.03M | 0.01% | −896−8.3% | Reduced |
| iA Global Asset Management Inc. | 9,937 | $1.03M | 0.02% | +9,720+4,479.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,874 | $1.03M | 0.43% | −53−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 9,982 | $1.04M | 0.12% | +709+7.6% | Added |
| Credit Agricole S A | 10,214 | $1.06M | 0.02% | +6,800+199.2% | Added |
| Gilbert & Cook, Inc. | 10,226 | $1.06M | 0.15% | +344+3.5% | Added |
| Intrust Bank NA | 10,230 | $1.06M | 0.12% | +711+7.5% | Added |
| Jump Financial, LLC | 10,330 | $1.07M | 0.03% | −83,592−89.0% | Reduced |
| Sutton Place Investors LLC | 10,415 | $1.08M | 0.78% | +10,415 | New |
| Lantern Wealth Advisors, LLC | 10,474 | $1.09M | 0.85% | +10,474 | New |
| Greenwood Capital Associates LLC | 10,479 | $1.09M | 0.14% | +10,479 | New |
| Bangor Savings Bank | 10,607 | $1.10M | 0.12% | +59+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 10,612 | $1.10M | 0.02% | +3,120+41.6% | Added |
| Paradigm Asset Management Co LLC | 10,700 | $1.11M | 0.29% | −300−2.7% | Reduced |
| Trust Investment Advisors | 10,794 | $1.12M | 0.87% | +34+0.3% | Added |
| Signaturefd, LLC | 10,817 | $1.12M | 0.03% | −430−3.8% | Reduced |
| Regal Investment Advisors LLC | 10,911 | $1.13M | 0.09% | +7,601+229.6% | Added |
| United Services Automobile Association | 10,962 | $1.14M | 0.03% | +440+4.2% | Added |
| SkyOak Wealth, LLC | 10,964 | $1.14M | 0.30% | −607−5.2% | Reduced |
| CWM, LLC | 10,977 | $1.14M | 0.01% | +480+4.6% | Added |
| Equitable Trust Co | 11,164 | $1.16M | 0.09% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 11,200 | $1.16M | 0.71% | +11,200 | New |
| Erste Asset Management GmbH | 11,224 | $1.17M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,201 | $1.17M | 0.01% | −2,138−16.0% | Reduced |
| Orion Portfolio Solutions, LLC | 11,201 | $1.17M | 0.01% | −2,138−16.0% | Reduced |
| Lakeview Capital Partners, LLC | 11,296 | $1.17M | 0.21% | −481−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,356 | $1.18M | 0.00% | −3,649−24.3% | Reduced |
| Resources Investment Advisors, LLC. | 11,390 | $1.18M | 0.02% | −749−6.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,427 | $1.19M | 0.03% | −30−0.3% | Reduced |
| Harvey Capital Management Inc | 11,450 | $1.19M | 0.39% | −400−3.4% | Reduced |
| Blair William & Co | 11,535 | $1.20M | 0.00% | +83+0.7% | Added |
| Lipe & Dalton | 11,652 | $1.21M | 0.66% | −196−1.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,758 | $1.22M | 0.04% | −9,477−44.6% | Reduced |
| Mission Wealth Management, LP | 11,805 | $1.22M | 0.04% | +321+2.8% | Added |
| Raelipskie Partnership | 11,808 | $1.22M | 0.75% | +11,808 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,809 | $1.22M | 0.01% | +336+2.9% | Added |
| New England Research & Management, Inc. | 11,839 | $1.23M | 0.65% | −525−4.2% | Reduced |
| Savant Capital, LLC | 11,848 | $1.23M | 0.02% | +1,516+14.7% | Added |
| Shell Asset Management Co | 11,847 | $1.23M | 0.06% | −3,234−21.4% | Reduced |
| WESPAC Advisors, LLC | 11,914 | $1.24M | 0.86% | +11,914 | New |
| Money Concepts Capital Corp | 11,986 | $1.24M | 0.12% | +111+0.9% | Added |
| Jacobi Capital Management LLC | 11,986 | $1.24M | 0.13% | −26−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 11,994 | $1.24M | 0.01% | −1,724−12.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 12,000 | $1.24M | 0.17% | 00.0% | Unchanged |
| Park Circle Co | 12,040 | $1.25M | 1.21% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 12,071 | $1.25M | 0.06% | −405−3.2% | Reduced |
| Strategic Advisors LLC | 12,110 | $1.26M | 0.24% | +200+1.7% | Added |
| Security National Bank of Sioux City Iowa | 12,320 | $1.28M | 0.96% | −145−1.2% | Reduced |
| Clarkston Capital Partners, LLC | 12,500 | $1.30M | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12,473 | $1.30M | 0.01% | +459+3.8% | Added |
| Vinva Investment Management Ltd | 12,442 | $1.30M | 0.09% | +1,693+15.8% | Added |
| Snowden Capital Advisors LLC | 12,533 | $1.30M | 0.05% | −604−4.6% | Reduced |
| Gateway Investment Advisers LLC | 12,545 | $1.30M | 0.02% | −105−0.8% | Reduced |
| Ascent Wealth Partners, LLC | 12,597 | $1.31M | 0.21% | +7+0.1% | Added |
| Arete Wealth Advisors, LLC | 12,626 | $1.31M | 0.10% | −369−2.8% | Reduced |
| Banco de Sabadell, S.A | 12,714 | $1.32M | 1.00% | +683+5.7% | Added |