Skip to main content

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.

Other share classesPFHPRHPRS

13F holders, Q1 2024

Institutional positions in Prudential Financial Inc as of Mar 31, 2024. 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
1,263
+47 vs. Q4 2023
Shares held
205.3M
+1.46M (+0.7%) vs. Q4 2023
Total value
$24.1B
+$2.92B (+13.8%) vs. Q4 2023
New holders
123
461 more added
Sold out
76
452 more reduced

18 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,263 institutions
Q1 2021: 1,051 institutionsQ2 2021: 1,075 institutionsQ3 2021: 1,097 institutionsQ4 2021: 1,201 institutionsQ1 2022: 1,218 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,124 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,149 institutionsQ2 2023: 1,148 institutionsQ3 2023: 1,160 institutionsQ4 2023: 1,234 institutionsQ1 2024: 1,263 institutionsQ2 2024: 1,301 institutionsQ3 2024: 1,302 institutionsQ4 2024: 1,374 institutionsQ1 2025: 1,335 institutionsQ2 2025: 1,313 institutionsQ3 2025: 1,312 institutionsQ4 2025: 1,412 institutionsQ1 2026: 1,366 institutionsQ2 2026: 1,417 institutions
Value heldQ1 2024: $24.1B
Q1 2021: $20.0BQ2 2021: $22.6BQ3 2021: $22.8BQ4 2021: $23.2BQ1 2022: $25.7BQ2 2022: $20.5BQ3 2022: $18.3BQ4 2022: $21.0BQ1 2023: $17.1BQ2 2023: $17.7BQ3 2023: $19.0BQ4 2023: $21.2BQ1 2024: $24.1BQ2 2024: $24.2BQ3 2024: $25.0BQ4 2024: $25.4BQ1 2025: $23.8BQ2 2025: $22.6BQ3 2025: $21.8BQ4 2025: $24.1BQ1 2026: $21.1BQ2 2026: $23.5B
Institutions holding PRU and their total value by quarter
QuarterHoldersValue
Q2 20261,417$23.5B
Q1 20261,366$21.1B
Q4 20251,412$24.1B
Q3 20251,312$21.8B
Q2 20251,313$22.6B
Q1 20251,335$23.8B
Q4 20241,374$25.4B
Q3 20241,302$25.0B
Q2 20241,301$24.2B
Q1 20241,263$24.1B
Q4 20231,234$21.2B
Q3 20231,160$19.0B
Q2 20231,148$17.7B
Q1 20231,149$17.1B
Q4 20221,223$21.0B
Q3 20221,124$18.3B
Q2 20221,150$20.5B
Q1 20221,218$25.7B
Q4 20211,201$23.2B
Q3 20211,097$22.8B
Q2 20211,075$22.6B
Q1 20211,051$20.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q4 2023.

Institutions holding PRU in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Zions Bancorporation, N.A.478$56.1K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.484$56.8K0.01%00.0%Unchanged
Toth Financial Advisory Corp488$57.3K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC500$58.7K0.03%00.0%Unchanged
Future Financial Wealth Managment LLC500$58.7K0.05%+500New
Fortis Group Advisors, LLC522$61.3K0.01%−522−50.0%Reduced
Gradient Investments LLC542$63.6K0.00%−642−54.2%Reduced
Johnson Financial Group, Inc.559$65.6K0.00%+195+53.6%Added
Annis Gardner Whiting Capital Advisors, LLC563$66.1K0.02%+43+8.3%Added
Key Financial Inc568$66.6K0.02%+5+0.9%Added
Beacon Capital Management, LLC568$66.7K0.01%+450+381.4%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP600$66.9K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC570$66.9K0.01%−40−6.6%Reduced
Independence Bank of Kentucky577$67.7K0.02%00.0%Unchanged
Raffa Wealth Management, LLC588$69.0K0.02%+6+1.0%Added
Mather Group, LLC.678$70.3K0.00%+678New
South State Corp.622$73.0K0.01%00.0%Unchanged
TSFG, LLC630$74.0K0.02%+2+0.3%Added
PFS Partners, LLC631$74.1K0.05%+250+65.6%Added
McClarren Financial Advisors, Inc.638$75.0K0.05%+88+16.0%Added
EntryPoint Capital, LLC655$76.9K0.07%+655New
Concord Wealth Partners657$77.2K0.01%−258−28.2%Reduced
DT Investment Partners, LLC668$78.4K0.01%00.0%Unchanged
McIlrath & Eck, LLC672$78.8K0.01%+2+0.3%Added
Tyler-Stone Wealth Management682$80.1K0.04%00.0%Unchanged
Planning Capital Management Corp683$80.2K0.06%−73−9.7%Reduced
JFS Wealth Advisors, LLC684$80.3K0.01%−25−3.5%Reduced
First Financial Corp688$80.8K0.04%−160−18.9%Reduced
BNP Paribas695$81.8K0.00%+695New
Founders Capital Management700$82.2K0.06%00.0%Unchanged
Glen Eagle Advisors, LLC701$82.3K0.02%−54−7.2%Reduced
CoreCap Advisors, LLC704$82.6K0.00%+704New
Central Bank & Trust Co715$83.9K0.01%−46−6.0%Reduced
Criterion Capital Advisors, LLC723$84.9K0.06%00.0%Unchanged
MCF Advisors LLC725$85.1K0.01%−74−9.3%Reduced
Sugarloaf Wealth Management, LLC751$88.1K0.02%−113−13.1%Reduced
Compass Wealth Management LLC754$88.5K0.02%00.0%Unchanged
Continuum Advisory, LLC764$90.1K0.01%+764New
Proffitt & Goodson Inc773$90.8K0.02%−339−30.5%Reduced
Certified Advisory Corp785$92.2K0.01%+6+0.8%Added
Citizens National Bank Trust Department800$93.9K0.02%−350−30.4%Reduced
Sandy Spring Bank816$95.8K0.00%00.0%Unchanged
First Manhattan Co824$96.7K0.00%+689+510.4%Added
FinTrust Capital Advisors, LLC835$98.0K0.02%+235+39.2%Added
Ameliora Wealth Management Ltd.840$98.6K0.04%00.0%Unchanged
Laffer Tengler Investments840$98.6K0.03%+153+22.3%Added
St Germain D J Co Inc867$101.8K0.00%−59−6.4%Reduced
Moisand Fitzgerald Tamayo, LLC889$104.4K0.02%+33+3.9%Added
Islay Capital Management, LLC894$105.0K0.08%00.0%Unchanged
Evermay Wealth Management LLC900$105.7K0.02%−5−0.6%Reduced
HM Payson & Co912$107.1K0.00%−4−0.4%Reduced
Arcadia Investment Management Corp935$109.7K0.02%00.0%Unchanged
Washington Trust Co943$110.7K0.00%+131+16.1%Added
Montag A & Associates Inc950$111.5K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC976$114.6K0.05%−100−9.3%Reduced
Valley National Advisers Inc1,020$119.0K0.02%+5+0.5%Added
Global Trust Asset Management, LLC1,014$119.0K0.05%00.0%Unchanged
City Holding Co1,018$119.5K0.02%−75−6.9%Reduced
CVA Family Office, LLC1,064$124.9K0.02%+4+0.4%Added
Alta Advisers Ltd1,100$129.1K0.06%00.0%Unchanged
MV Capital Management, Inc.1,118$131.3K0.02%+107+10.6%Added
Optimum Investment Advisors1,125$132.1K0.06%00.0%Unchanged
Lindbrook Capital, LLC1,135$133.2K0.01%−289−20.3%Reduced
Trust Co of Vermont1,166$136.9K0.01%+158+15.7%Added
BOK Financial Private Wealth, Inc.1,173$137.7K0.01%−400−25.4%Reduced
Abich Financial Wealth Management LLC1,187$139.4K0.11%+373+45.8%Added
Prestige Wealth Management Group LLC1,190$139.7K0.03%00.0%Unchanged
City State Bank1,189$140.0K0.06%+19+1.6%Added
Ransom Advisory, Ltd1,200$140.9K0.08%+1,200New
Smartleaf Asset Management LLC1,294$151.4K0.03%+866+202.3%Added
Gen-Wealth Partners Inc1,290$151.4K0.08%+1,290New
Brown Brothers Harriman & Co1,294$151.9K0.00%+347+36.6%Added
Heritage Wealth Management, Inc.1,303$153.0K0.15%+1,303New
LGT Financial Advisors LLC1,317$154.7K0.18%00.0%Unchanged
EverSource Wealth Advisors, LLC1,439$159.0K0.01%+656+83.8%Added
Ofi Invest Asset Management1,463$159.0K0.00%−279−16.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,360$159.6K0.01%00.0%Unchanged
Hollencrest Capital Management1,362$159.9K0.01%−68−4.8%Reduced
TFC Financial Management1,371$161.0K0.03%+2+0.1%Added
Benjamin Edwards Inc1,381$162.0K0.03%−2,495−64.4%Reduced
Global Financial Private Client, LLC1,409$163.9K0.07%00.0%Unchanged
Trust Co1,400$164.4K0.02%00.0%Unchanged
Catalyst Funds Management Pty Ltd1,400$164.4K0.05%+1,400New
Harvest Fund Management Co., Ltd1,551$182.0K0.02%+1,326+589.3%Added
Gables Capital Management Inc.1,573$184.7K0.10%00.0%Unchanged
Armstrong Advisory Group, Inc1,801$186.8K0.02%00.0%Unchanged
Legacy Bridge, LLC1,606$188.5K0.11%00.0%Unchanged
Allianz SE1,650$193.7K0.01%+1,650New
Penserra Capital Management LLC1,701$199.0K0.00%−1,583−48.2%Reduced
Verus Capital Partners, LLC1,711$200.9K0.02%+1,711New
Aspire Capital Advisors LLC1,712$200.9K0.07%+1,712New
Vantage Consulting Group Inc1,713$201.1K0.13%+1,713New
Formidable Asset Management, LLC1,714$201.2K0.03%+1,714New
King Wealth1,719$202.0K0.04%+1,719New
Anchor Investment Management, LLC1,721$202.0K0.02%+14+0.8%Added
Fidelis Capital Partners, LLC1,724$202.4K0.03%+1,724New
Trust Co of Virginia1,732$203.3K0.02%−334−16.2%Reduced
Gratus Wealth Advisors, LLC1,871$203.4K0.04%−1,004−34.9%Reduced
Farmers & Merchants Investments Inc1,743$204.6K0.01%00.0%Unchanged
Emprise Bank1,743$204.6K0.14%+1,743New