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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 2,998 | $311.0K | 0.15% | +2,998 | New |
| Two Sigma Securities, LLC | 2,995 | $310.6K | 0.01% | −5,031−62.7% | Reduced |
| CWA Asset Management Group, LLC | 2,983 | $309.4K | 0.02% | +169+6.0% | Added |
| MBM Wealth Consultants, LLC | 2,927 | $309.0K | 0.12% | −145−4.7% | Reduced |
| Marcum Wealth, LLC | 2,972 | $308.2K | 0.03% | −163−5.2% | Reduced |
| Delta Financial Group, Inc. | 2,975 | $308.0K | 0.10% | −204−6.4% | Reduced |
| Ostrum Asset Management | 2,957 | $306.7K | 0.03% | −5,876−66.5% | Reduced |
| Applied Finance Capital Management, LLC | 2,955 | $306.5K | 0.03% | −154−5.0% | Reduced |
| GAMMA Investing LLC | 2,909 | $305.2K | 0.08% | +2,909 | New |
| Joule Financial, LLC | 2,925 | $303.4K | 0.14% | −88−2.9% | Reduced |
| Wealthspire Advisors, LLC | 2,902 | $301.0K | 0.00% | −267−8.4% | Reduced |
| Conning Inc. | 2,897 | $300.4K | 0.01% | +45+1.6% | Added |
| Valmark Advisers, Inc. | 2,891 | $299.8K | 0.01% | +2,891 | New |
| Gratus Wealth Advisors, LLC | 2,875 | $298.2K | 0.06% | +2,875 | New |
| Advisors Capital Management, LLC | 2,868 | $297.0K | 0.01% | −699−19.6% | Reduced |
| Allegheny Financial Group LTD | 2,856 | $296.2K | 0.10% | +91+3.3% | Added |
| Physicians Financial Services, Inc. | 2,850 | $296.0K | 0.11% | −250−8.1% | Reduced |
| Pinebridge Investments, L.P. | 2,806 | $291.0K | 0.00% | −7,906−73.8% | Reduced |
| Sunflower Bank, N.A. | 2,758 | $286.0K | 0.07% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,734 | $283.5K | 0.08% | −37−1.3% | Reduced |
| Geller Advisors LLC | 2,715 | $281.6K | 0.03% | −96−3.4% | Reduced |
| Hohimer Wealth Management, LLC | 2,706 | $280.6K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 2,703 | $280.3K | 0.16% | −6,106−69.3% | Reduced |
| CVS Health Corp | 2,683 | $278.3K | 0.14% | 00.0% | Unchanged |
| Private Advisory Group LLC | 2,681 | $278.0K | 0.05% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,678 | $277.7K | 0.05% | +2,678 | New |
| NBC Securities, Inc. | 2,663 | $276.0K | 0.03% | −129−4.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,659 | $275.8K | 0.11% | +2,659 | New |
| Investment Partners, Ltd. | 2,655 | $275.3K | 0.14% | +22+0.8% | Added |
| Wedmont Private Capital | 2,614 | $273.2K | 0.02% | +441+20.3% | Added |
| Zimmermann Investment Management & Planning LLC | 2,624 | $272.1K | 0.11% | +11+0.4% | Added |
| Edgestream Partners, L.P. | 2,616 | $271.3K | 0.02% | −1,855−41.5% | Reduced |
| Morningstar Investment Services LLC | 2,596 | $271.0K | 0.00% | +2,596 | New |
| MidWestOne Financial Group, Inc. | 2,613 | $271.0K | 0.05% | +264+11.2% | Added |
| Csenge Advisory Group | 2,609 | $270.5K | 0.02% | +200+8.3% | Added |
| Vista Investment Partners LLC | 2,601 | $269.8K | 0.10% | +2,601 | New |
| Perpetual Ltd | 2,600 | $269.6K | 0.00% | −758−22.6% | Reduced |
| Rise Advisors, LLC | 2,575 | $267.1K | 0.19% | +272+11.8% | Added |
| RB Capital Management, LLC | 2,558 | $265.3K | 0.08% | −46−1.8% | Reduced |
| Capital Investment Advisors, LLC | 2,554 | $264.9K | 0.01% | +2,554 | New |
| Cornerstone Advisory, LLC | 2,541 | $263.5K | 0.04% | −116−4.4% | Reduced |
| Levy Wealth Management Group, LLC | 2,537 | $263.1K | 0.07% | +19+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 2,531 | $262.5K | 0.13% | +67+2.7% | Added |
| Shufro Rose & Co LLC | 2,763 | $262.2K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,526 | $262.0K | 0.03% | −300−10.6% | Reduced |
| CSS LLC | 2,500 | $259.3K | 0.02% | −2,000−44.4% | Reduced |
| Humankind Investments LLC | 2,491 | $258.3K | 0.08% | −100−3.9% | Reduced |
| Lebenthal Global Advisors, LLC | 2,489 | $258.1K | 0.06% | +2,489 | New |
| Journey Strategic Wealth LLC | 2,468 | $256.0K | 0.01% | +2,468 | New |
| Register Financial Advisors LLC | 2,461 | $255.3K | 0.17% | +433+21.4% | Added |
| Garden State Investment Advisory Services LLC | 2,454 | $254.6K | 0.10% | +204+9.1% | Added |
| Austin Private Wealth, LLC | 2,452 | $254.3K | 0.03% | +40+1.7% | Added |
| CX Institutional | 2,450 | $254.0K | 0.01% | −58−2.3% | Reduced |
| Plancorp, LLC | 2,436 | $252.7K | 0.01% | +68+2.9% | Added |
| Founders Financial Alliance, LLC | 2,434 | $252.5K | 0.10% | −975−28.6% | Reduced |
| Brevan Howard Capital Management LP | 2,419 | $250.9K | 0.03% | +2,419 | New |
| Fountainhead AM, LLC | 2,408 | $249.7K | 0.07% | +26+1.1% | Added |
| Freestone Capital Holdings, LLC | 2,405 | $249.4K | 0.01% | −167−6.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,633 | $249.0K | 0.00% | +453+20.8% | Added |
| AlTi Global, Inc. | 2,400 | $248.9K | 0.01% | +2,400 | New |
| Gotham Asset Management, LLC | 2,386 | $247.5K | 0.00% | −462−16.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,370 | $245.8K | 0.02% | 00.0% | Unchanged |
| W Advisors, LLC | 2,369 | $245.7K | 0.18% | +2,369 | New |
| Golden State Equity Partners | 2,354 | $244.1K | 0.06% | −91−3.7% | Reduced |
| Midland Wealth Advisors LLC | 2,346 | $243.3K | 0.02% | +2,346 | New |
| Alerus Financial NA | 2,345 | $243.2K | 0.02% | −501−17.6% | Reduced |
| Summit Trail Advisors, LLC | 2,342 | $242.9K | 0.01% | −462−16.5% | Reduced |
| Bank of New Hampshire | 2,340 | $242.7K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,332 | $241.9K | 0.03% | +2,332 | New |
| Madden Advisory Services, Inc. | 2,326 | $241.2K | 0.14% | −795−25.5% | Reduced |
| Glenview Trust Co | 2,308 | $239.4K | 0.01% | +6+0.3% | Added |
| Parkside Financial Bank & Trust | 2,302 | $238.8K | 0.04% | +1,399+154.9% | Added |
| LBMC Investment Advisors, LLC | 2,294 | $237.9K | 0.02% | +10.0% | Added |
| Smart Portfolios, LLC | 2,200 | $235.9K | 0.28% | +2,200 | New |
| Trust Point Inc. | 2,268 | $235.2K | 0.02% | +2,268 | New |
| Cozad Asset Management Inc | 2,266 | $235.0K | 0.03% | +6+0.3% | Added |
| Congress Wealth Management LLC | 2,264 | $234.8K | 0.00% | +2,264 | New |
| Cedar Brook Financial Partners, LLC | 2,269 | $234.5K | 0.05% | −59−2.5% | Reduced |
| International Private Wealth Advisors LLC | 2,259 | $234.2K | 0.23% | +2,259 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,259 | $234.0K | 0.12% | +75+3.4% | Added |
| Thomasville National Bank | 2,253 | $233.7K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,242 | $233.0K | 0.11% | −132−5.6% | Reduced |
| Vise Technologies, Inc. | 2,239 | $232.2K | 0.05% | −75−3.2% | Reduced |
| Synovus Financial Corp | 2,237 | $232.1K | 0.00% | +2,237 | New |
| Hancock Whitney Corp | 2,237 | $232.0K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,235 | $231.8K | 0.01% | −300−11.8% | Reduced |
| LVW Advisors, LLC | 2,224 | $230.7K | 0.04% | +2,224 | New |
| DFPG Investments, LLC | 2,243 | $230.5K | 0.02% | −34−1.5% | Reduced |
| Guardian Capital Advisors LP | 2,205 | $230.5K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,218 | $230.0K | 0.08% | +2,218 | New |
| Fisher Asset Management, LLC | 2,210 | $229.3K | 0.00% | −372−14.4% | Reduced |
| TRUE Private Wealth Advisors | 2,199 | $228.0K | 0.03% | −637−22.5% | Reduced |
| Beach Investment Counsel Inc | 2,200 | $228.0K | 0.03% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,175 | $225.6K | 0.08% | +2,175 | New |
| Quotient Wealth Partners, LLC | 2,163 | $224.3K | 0.01% | +2,163 | New |
| Northcape Wealth Management, LLC | 2,156 | $223.6K | 0.08% | −7−0.3% | Reduced |
| Citizens Financial Group Inc | 2,149 | $222.9K | 0.01% | +2,149 | New |
| Paragon Capital Management Ltd | 2,138 | $221.8K | 0.05% | −535−20.0% | Reduced |
| Shelton Capital Management | 2,136 | $221.5K | 0.01% | −130−5.7% | Reduced |
| Keel Point, LLC | 2,121 | $219.9K | 0.03% | −18−0.8% | Reduced |