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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 6,175 | $640.4K | 0.04% | −6,000−49.3% | Reduced |
| Johnson Investment Counsel Inc | 6,136 | $636.4K | 0.01% | −313−4.9% | Reduced |
| Global Retirement Partners, LLC | 6,180 | $633.7K | 0.03% | −163−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,082 | $630.8K | 0.01% | +265+4.6% | Added |
| DoubleLine ETF Adviser LP | 6,061 | $628.6K | 0.18% | +469+8.4% | Added |
| Gladstone Institutional Advisory LLC | 6,058 | $628.3K | 0.04% | +13+0.2% | Added |
| Wendell David Associates Inc | 6,000 | $622.0K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,996 | $621.8K | 0.03% | +1,096+22.4% | Added |
| Private Portfolio Partners LLC | 5,977 | $619.9K | 0.14% | −656−9.9% | Reduced |
| Brown Advisory Inc | 5,960 | $618.1K | 0.00% | −2,170−26.7% | Reduced |
| WSFS Capital Management, LLC | 5,950 | $617.1K | 0.04% | −7,100−54.4% | Reduced |
| Rogco, LP | 5,905 | $612.4K | 0.27% | +3+0.1% | Added |
| NorthRock Partners, LLC | 5,868 | $608.6K | 0.03% | +3,553+153.5% | Added |
| WBH Advisory Inc | 5,863 | $608.0K | 0.07% | −59−1.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,845 | $606.0K | 0.52% | +260+4.7% | Added |
| Colony Group, LLC | 5,825 | $604.0K | 0.01% | +5,825 | New |
| KWB Wealth | 5,818 | $603.4K | 0.09% | −33−0.6% | Reduced |
| Harbour Investments, Inc. | 5,814 | $603.0K | 0.02% | +1,534+35.8% | Added |
| Kingsview Wealth Management, LLC | 5,794 | $600.9K | 0.02% | −6,629−53.4% | Reduced |
| Great Valley Advisor Group, Inc. | 5,798 | $600.8K | 0.02% | −390−6.3% | Reduced |
| HB Wealth Management, LLC | 5,763 | $597.8K | 0.01% | −1,563−21.3% | Reduced |
| Accurate Wealth Management, LLC | 5,743 | $593.6K | 0.18% | −418−6.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,680 | $589.1K | 0.05% | +88+1.6% | Added |
| Insight Advisors, LLC | 5,657 | $586.7K | 0.12% | −10−0.2% | Reduced |
| Forza Wealth Management, LLC | 5,647 | $585.6K | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,625 | $583.4K | 0.01% | +60+1.1% | Added |
| SeaCrest Wealth Management, LLC | 5,528 | $576.6K | 0.07% | +247+4.7% | Added |
| apricus wealth, LLC | 5,533 | $573.8K | 0.44% | +90+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,522 | $572.7K | 0.09% | −98−1.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,511 | $571.5K | 0.02% | +623+12.7% | Added |
| Kowal Investment Group, LLC | 5,455 | $565.7K | 0.13% | −702−11.4% | Reduced |
| Ameritas Advisory Services, LLC | 5,356 | $563.6K | 0.03% | +751+16.3% | Added |
| Capital Asset Advisory Services LLC | 5,434 | $563.5K | 0.03% | −878−13.9% | Reduced |
| BKD Wealth Advisors, LLC | 5,396 | $559.6K | 0.02% | −681−11.2% | Reduced |
| Green Square Capital Advisors LLC | 5,360 | $555.9K | 0.08% | −17,192−76.2% | Reduced |
| EP Wealth Advisors, LLC | 5,322 | $551.9K | 0.01% | −689−11.5% | Reduced |
| Berkeley Capital Partners, LLC | 5,290 | $548.6K | 0.18% | −163−3.0% | Reduced |
| LCNB Corp | 5,289 | $548.5K | 0.22% | −188−3.4% | Reduced |
| Perritt Capital Management Inc | 5,278 | $547.5K | 0.31% | −2,074−28.2% | Reduced |
| Zhang Financial LLC | 5,257 | $545.2K | 0.05% | +257+5.1% | Added |
| Heritage Trust Co | 5,239 | $543.3K | 0.08% | −135−2.5% | Reduced |
| Patron Partners Advisors, LLC | 5,233 | $542.7K | 0.36% | +147+2.9% | Added |
| Profund Advisors LLC | 5,212 | $540.5K | 0.02% | +1,092+26.5% | Added |
| Farther Finance Advisors, LLC | 5,139 | $533.0K | 0.04% | +3,315+181.7% | Added |
| Graypoint LLC | 5,137 | $532.8K | 0.04% | +485+10.4% | Added |
| Dynamic Advisor Solutions LLC | 5,103 | $532.3K | 0.02% | +238+4.9% | Added |
| NEOS Investment Management LLC | 5,113 | $530.3K | 0.05% | +1,374+36.7% | Added |
| BSW Wealth Partners | 5,067 | $525.5K | 0.10% | +61+1.2% | Added |
| Symmetry Partners, LLC | 5,032 | $524.0K | 0.03% | −546−9.8% | Reduced |
| First United Bank Trust | 5,045 | $523.2K | 0.21% | −45−0.9% | Reduced |
| Brookstone Capital Management | 5,026 | $521.3K | 0.01% | −5−0.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 4,983 | $516.8K | 0.10% | +432+9.5% | Added |
| Valeo Financial Advisors, LLC | 4,982 | $516.7K | 0.02% | +454+10.0% | Added |
| Lion Street Advisors, LLC | 4,959 | $514.3K | 0.21% | −4,988−50.1% | Reduced |
| Carolina Wealth Advisors, LLC | 4,924 | $510.7K | 0.26% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4,900 | $508.2K | 0.21% | +35+0.7% | Added |
| Headlands Technologies LLC | 4,889 | $507.0K | 0.15% | −6,532−57.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,866 | $504.7K | 0.02% | −520−9.7% | Reduced |
| Change Path, LLC | 4,860 | $504.0K | 0.03% | +408+9.2% | Added |
| Cidel Asset Management Inc | 4,848 | $502.8K | 0.02% | +4,848 | New |
| Checchi Capital Advisers, LLC | 4,833 | $501.2K | 0.04% | +139+3.0% | Added |
| Beacon Financial Group | 4,830 | $500.9K | 0.06% | −30−0.6% | Reduced |
| Indiana Trust & Investment Management CO | 4,809 | $498.7K | 0.23% | −495−9.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,808 | $498.7K | 0.02% | +4,808 | New |
| Centennial Wealth Advisory LLC | 4,800 | $497.8K | 0.25% | +432+9.9% | Added |
| Portman Square Capital LLP | 4,792 | $497.0K | 0.09% | +4,792 | New |
| Cascade Investment Group, Inc. | 4,786 | $496.4K | 0.40% | +135+2.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,777 | $495.4K | 0.09% | −44−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,741 | $491.7K | 0.06% | +2,238+89.4% | Added |
| Appleton Partners Inc | 4,717 | $489.0K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,710 | $488.4K | 0.01% | +1,919+68.8% | Added |
| Mengis Capital Management, Inc. | 4,680 | $485.4K | 0.09% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,662 | $483.5K | 0.14% | +7+0.2% | Added |
| CIBC Private Wealth Group, LLC | 4,654 | $482.8K | 0.00% | +697+17.6% | Added |
| Prosperity Consulting Group, LLC | 4,640 | $481.2K | 0.16% | +2,163+87.3% | Added |
| RFG Advisory, LLC | 4,636 | $480.8K | 0.02% | −3,524−43.2% | Reduced |
| Western Wealth Management, LLC | 4,633 | $480.5K | 0.03% | −104−2.2% | Reduced |
| Ballentine Partners, LLC | 4,611 | $478.2K | 0.01% | −1,613−25.9% | Reduced |
| Alberta Investment Management Corp | 4,600 | $477.1K | 0.00% | 00.0% | Unchanged |
| Clarity Financial LLC | 4,592 | $476.2K | 0.08% | −100−2.1% | 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 |
| Good Life Advisors, LLC | 4,578 | $474.8K | 0.05% | −627−12.0% | Reduced |
| Hillsdale Investment Management Inc. | 4,530 | $469.8K | 0.04% | −1,100−19.5% | Reduced |
| Schnieders Capital Management LLC | 4,476 | $464.2K | 0.10% | −62−1.4% | Reduced |
| Invesco, LLC | 4,455 | $462.0K | 0.21% | −540−10.8% | Reduced |
| Thrive Wealth Management, LLC | 4,452 | $461.8K | 0.10% | +17+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,406 | $456.9K | 0.02% | −1,670−27.5% | Reduced |
| PEAK6 Investments LLC | 4,400 | $456.3K | 0.02% | −4,283−49.3% | Reduced |
| PFG Investments, LLC | 4,354 | $451.6K | 0.08% | −3,705−46.0% | Reduced |
| Field & Main Bank | 4,335 | $449.6K | 0.19% | +60+1.4% | Added |
| Trust Asset Management LLC | 4,319 | $447.9K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,310 | $447.0K | 0.01% | +7+0.2% | Added |
| Perigon Wealth Management, LLC | 4,270 | $442.8K | 0.01% | +4+0.1% | Added |
| AlphaStar Capital Management, LLC | 4,262 | $442.0K | 0.04% | +4,262 | New |
| Annex Advisory Services, LLC | 4,260 | $441.8K | 0.02% | +357+9.1% | Added |
| Cornerstone Wealth Management, LLC | 4,233 | $439.0K | 0.04% | +490+13.1% | Added |
| Machina Capital S.A.S. | 4,206 | $436.2K | 0.28% | −8,487−66.9% | Reduced |
| Hexagon Capital Partners LLC | 4,193 | $434.8K | 0.10% | −104−2.4% | Reduced |
| Advisor Resource Council | 4,171 | $432.6K | 0.05% | +4,171 | New |