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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 754 | $78.2K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 745 | $77.3K | 0.01% | −11,414−93.9% | Reduced |
| Criterion Capital Advisors, LLC | 723 | $75.0K | 0.05% | +723 | New |
| JFS Wealth Advisors, LLC | 709 | $73.5K | 0.01% | −161−18.5% | Reduced |
| Systematic Alpha Investments, LLC | 707 | $73.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 700 | $72.6K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 687 | $71.2K | 0.02% | −3−0.4% | Reduced |
| DT Investment Partners, LLC | 668 | $71.2K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 682 | $70.7K | 0.04% | +131+23.8% | Added |
| McIlrath & Eck, LLC | 670 | $69.5K | 0.01% | +102+18.0% | Added |
| West Paces Advisors Inc. | 660 | $68.4K | 0.02% | +4+0.6% | Added |
| TSFG, LLC | 628 | $65.0K | 0.02% | +3+0.5% | Added |
| South State Corp. | 622 | $64.5K | 0.01% | −1,236−66.5% | Reduced |
| Harbor Investment Advisory, LLC | 610 | $63.3K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 615 | $63.0K | 0.01% | +184+42.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $63.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $62.2K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 588 | $61.0K | 0.01% | +588 | New |
| Raffa Wealth Management, LLC | 582 | $60.4K | 0.02% | +5+0.9% | Added |
| Independence Bank of Kentucky | 577 | $59.8K | 0.02% | −200−25.7% | Reduced |
| Cornerstone Planning Group LLC | 573 | $59.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 563 | $58.4K | 0.02% | +4+0.7% | Added |
| McClarren Financial Advisors, Inc. | 550 | $57.0K | 0.04% | +7+1.3% | Added |
| Archer Investment Corp | 541 | $56.1K | 0.02% | +6+1.1% | Added |
| Glassman Wealth Services | 540 | $56.0K | 0.01% | +13+2.5% | Added |
| Focused Wealth Management, Inc | 537 | $55.7K | 0.01% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 520 | $53.9K | 0.02% | +8+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $51.9K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 498 | $51.7K | 0.01% | +498 | New |
| Toth Financial Advisory Corp | 488 | $50.6K | 0.01% | +21+4.5% | Added |
| SOA Wealth Advisors, LLC. | 484 | $50.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 478 | $49.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 475 | $49.3K | 0.00% | −100−17.4% | Reduced |
| Colonial Trust Co | 473 | $49.1K | 0.01% | +30+6.8% | Added |
| Northwest Bank & Trust Co | 461 | $47.8K | 0.04% | +461 | New |
| Arrow Financial Corp | 455 | $47.2K | 0.00% | −20−4.2% | Reduced |
| Capital Analysts, LLC | 447 | $46.0K | 0.00% | +447 | New |
| Grove Bank & Trust | 440 | $45.6K | 0.01% | −22−4.8% | Reduced |
| Slocum, Gordon & Co LLP | 433 | $44.9K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 428 | $44.6K | 0.01% | +428 | New |
| Stephens Consulting, LLC | 423 | $43.9K | 0.01% | −184−30.3% | Reduced |
| Rosenberg Matthew Hamilton | 421 | $43.7K | 0.01% | −38−8.3% | Reduced |
| Coppell Advisory Solutions LLC | 419 | $43.5K | 0.01% | +247+143.6% | Added |
| Asset Dedication, LLC | 405 | $43.0K | 0.00% | −33−7.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 412 | $42.7K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 400 | $41.5K | 0.01% | +400 | New |
| Tradition Wealth Management, LLC | 398 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 395 | $41.0K | 0.03% | −100−20.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 394 | $40.9K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 388 | $40.2K | 0.00% | −6,040−94.0% | Reduced |
| Horizon Bancorp Inc | 386 | $40.0K | 0.02% | +30+8.4% | Added |
| PFS Partners, LLC | 381 | $39.5K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 373 | $39.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 374 | $38.8K | 0.01% | +124+49.6% | Added |
| Fairman Group, LLC | 365 | $37.9K | 0.04% | +365 | New |
| Estabrook Capital Management | 365 | $37.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 364 | $37.8K | 0.00% | −385−51.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 363 | $37.6K | 0.02% | −100−21.6% | Reduced |
| PSI Advisors, LLC | 352 | $36.5K | 0.01% | −138−28.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 349 | $36.2K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 346 | $35.9K | 0.01% | +346 | New |
| Stone House Investment Management, LLC | 341 | $35.4K | 0.01% | −2−0.6% | Reduced |
| Barrett & Company, Inc. | 339 | $35.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $35.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 337 | $35.0K | 0.00% | +337 | New |
| Pinnacle Bancorp, Inc. | 332 | $34.4K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 328 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 327 | $33.9K | 0.02% | +327 | New |
| Colonial Trust Advisors | 321 | $33.3K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 312 | $32.4K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 312 | $32.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 307 | $31.8K | 0.01% | +185+151.6% | Added |
| Fairfield, Bush & Co. | 302 | $31.3K | 0.02% | +302 | New |
| Glass Jacobson Investment Advisors llc | 275 | $28.5K | 0.01% | −6,027−95.6% | Reduced |
| Community Bank, N.A. | 273 | $28.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $28.0K | 0.01% | +270 | New |
| Tanglewood Legacy Advisors, LLC | 269 | $27.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 267 | $27.7K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 254 | $26.3K | 0.02% | +254 | New |
| Duncker Streett & Co Inc | 250 | $25.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 250 | $25.9K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 241 | $25.0K | 0.00% | +105+77.2% | Added |
| American State Bank (Iowa) | 241 | $25.0K | 0.02% | +141+141.0% | Added |
| DHJJ Financial Advisors, Ltd. | 234 | $24.3K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 233 | $24.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 230 | $23.9K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 229 | $23.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 227 | $23.5K | 0.00% | +70+44.6% | Added |
| Aspire Private Capital, LLC | 224 | $23.2K | 0.01% | −2−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 225 | $23.0K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 218 | $22.6K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 210 | $22.0K | 0.01% | +210 | New |
| Team Financial Group, LLC | 206 | $21.3K | 0.02% | +3+1.5% | Added |
| Coston, McIsaac & Partners | 207 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 200 | $21.0K | 0.01% | +10+5.3% | Added |
| Venturi Wealth Management, LLC | 202 | $20.9K | 0.00% | +39+23.9% | Added |
| Thompson Investment Management, Inc. | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 197 | $20.4K | 0.02% | +197 | New |