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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 2,394 | $281.1K | 0.06% | +2,394 | New |
| W Advisors, LLC | 2,397 | $281.4K | 0.19% | +28+1.2% | Added |
| West Michigan Advisors, LLC | 2,404 | $282.2K | 0.09% | +2,404 | New |
| Grey Street Capital, LLC | 2,407 | $282.6K | 0.04% | +2,407 | New |
| Humankind Investments LLC | 2,409 | $282.8K | 0.07% | −82−3.3% | Reduced |
| NBC Securities, Inc. | 2,418 | $283.0K | 0.03% | −245−9.2% | Reduced |
| Zimmermann Investment Management & Planning LLC | 2,426 | $284.8K | 0.10% | −198−7.5% | Reduced |
| CX Institutional | 2,427 | $284.9K | 0.01% | −23−0.9% | Reduced |
| Hohimer Wealth Management, LLC | 2,430 | $285.3K | 0.07% | −276−10.2% | Reduced |
| Fountainhead AM, LLC | 2,434 | $285.7K | 0.07% | +26+1.1% | Added |
| Midland Wealth Advisors LLC | 2,456 | $288.3K | 0.02% | +110+4.7% | Added |
| Plancorp, LLC | 2,459 | $288.7K | 0.01% | +23+0.9% | Added |
| Keel Point, LLC | 2,459 | $288.7K | 0.03% | +338+15.9% | Added |
| Seeds Investor LLC | 2,462 | $289.0K | 0.27% | −1,128−31.4% | Reduced |
| Synovus Financial Corp | 2,463 | $289.4K | 0.00% | +226+10.1% | Added |
| Register Financial Advisors LLC | 2,469 | $289.9K | 0.15% | +8+0.3% | Added |
| Capital Investment Advisors, LLC | 2,480 | $291.2K | 0.01% | −74−2.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,483 | $291.5K | 0.14% | −48−1.9% | Reduced |
| Allegheny Financial Group LTD | 2,495 | $292.9K | 0.09% | −361−12.6% | Reduced |
| Csenge Advisory Group | 2,506 | $294.2K | 0.02% | −103−3.9% | Reduced |
| Private Advisory Group LLC | 2,539 | $298.1K | 0.04% | −142−5.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 2,543 | $298.6K | 0.05% | +2,413+1,856.2% | Added |
| BSW Wealth Partners | 2,551 | $299.5K | 0.05% | −2,516−49.7% | Reduced |
| Seven Eight Capital, LP | 2,559 | $300.4K | 0.03% | +2,559 | New |
| RB Capital Management, LLC | 2,574 | $302.2K | 0.08% | +16+0.6% | Added |
| Cornerstone Advisory, LLC | 2,586 | $303.6K | 0.04% | +45+1.8% | Added |
| Aquatic Capital Management LLC | 2,600 | $305.2K | 0.01% | −40,100−93.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,600 | $305.2K | 0.00% | +2,600 | New |
| Vista Investment Partners LLC | 2,601 | $305.4K | 0.11% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,618 | $307.3K | 0.00% | −284−9.8% | Reduced |
| Northwest Bancshares, Inc. | 2,623 | $307.9K | 0.05% | −1,309−33.3% | Reduced |
| MidWestOne Financial Group, Inc. | 2,630 | $308.8K | 0.06% | +17+0.7% | Added |
| CWS Financial Advisors, LLC | 2,645 | $310.5K | 0.13% | −415−13.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,659 | $312.2K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,663 | $312.6K | 0.01% | +195+7.9% | Added |
| Investment Partners, Ltd. | 2,675 | $314.1K | 0.14% | +20+0.8% | Added |
| Austin Private Wealth, LLC | 2,689 | $314.3K | 0.04% | +237+9.7% | Added |
| CVS Health Corp | 2,683 | $315.0K | 0.15% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,688 | $315.6K | 0.01% | +346+14.8% | Added |
| Wedmont Private Capital | 2,765 | $316.0K | 0.02% | +151+5.8% | Added |
| Everhart Financial Group, Inc. | 2,699 | $316.9K | 0.09% | +524+24.1% | Added |
| Manchester Financial Inc | 2,734 | $321.0K | 0.08% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,750 | $323.0K | 0.11% | −100−3.5% | Reduced |
| Conning Inc. | 2,757 | $323.7K | 0.01% | −140−4.8% | Reduced |
| Sunflower Bank, N.A. | 2,758 | $323.8K | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,763 | $324.4K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,772 | $325.4K | 0.18% | −1,303−32.0% | Reduced |
| Clare Market Investments LLC | 2,810 | $329.9K | 0.10% | +2,810 | New |
| MBM Wealth Consultants, LLC | 2,858 | $335.5K | 0.12% | −69−2.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,880 | $338.1K | 0.02% | +2,880 | New |
| Geneos Wealth Management Inc. | 2,881 | $338.2K | 0.02% | −238−7.6% | Reduced |
| Nomura Holdings Inc | 2,882 | $338.3K | 0.00% | −4,452−60.7% | Reduced |
| Rise Advisors, LLC | 2,900 | $340.4K | 0.18% | +325+12.6% | Added |
| StoneX Group Inc. | 2,913 | $342.0K | 0.03% | −542−15.7% | Reduced |
| Geller Advisors LLC | 2,930 | $344.0K | 0.03% | +215+7.9% | Added |
| Applied Finance Capital Management, LLC | 2,955 | $346.9K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,957 | $347.2K | 0.03% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,975 | $349.0K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,974 | $349.1K | 0.03% | −36−1.2% | Reduced |
| Smart Portfolios, LLC | 2,975 | $349.3K | 0.37% | +775+35.2% | Added |
| Alpha Cubed Investments, LLC | 2,993 | $351.4K | 0.02% | +2,993 | New |
| Marcum Wealth, LLC | 3,004 | $352.7K | 0.04% | +32+1.1% | Added |
| CWA Asset Management Group, LLC | 3,017 | $354.2K | 0.02% | +34+1.1% | Added |
| Jefferies Financial Group Inc. | 3,021 | $354.7K | 0.01% | −6,428−68.0% | Reduced |
| Chemistry Wealth Management LLC | 3,042 | $357.1K | 0.10% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 3,053 | $358.5K | 0.04% | −28−0.9% | Reduced |
| Oarsman Capital, Inc. | 3,070 | $360.4K | 0.09% | +3,070 | New |
| Pitcairn Co | 3,085 | $362.2K | 0.02% | +76+2.5% | Added |
| Goldstone Financial Group, LLC | 3,087 | $362.5K | 0.08% | +88+2.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,090 | $362.8K | 0.10% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,091 | $362.9K | 0.01% | +200+6.9% | Added |
| AlTi Global, Inc. | 3,096 | $363.5K | 0.01% | +696+29.0% | Added |
| Solstein Capital, LLC | 38,749 | $363.7K | 0.25% | +4,240+12.3% | Added |
| New Jersey Better Educational Savings Trust | 3,100 | $363.9K | 0.69% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,126 | $367.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,131 | $367.6K | 0.04% | −7−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,144 | $369.1K | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,146 | $369.3K | 0.00% | +1,989+171.9% | Added |
| GeoWealth Management, LLC | 3,147 | $369.5K | 0.01% | +3,129+17,383.3% | Added |
| First Citizens Bank & Trust Co | 3,174 | $372.6K | 0.01% | −147−4.4% | Reduced |
| Advisors Capital Management, LLC | 3,175 | $373.0K | 0.01% | +307+10.7% | Added |
| Romano Brothers and Company | 3,178 | $373.1K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 3,184 | $373.9K | 0.09% | 00.0% | Unchanged |
| STAR Financial Bank | 3,201 | $375.8K | 0.32% | +173+5.7% | Added |
| GAMMA Investing LLC | 3,214 | $377.3K | 0.08% | +305+10.5% | Added |
| Navis Wealth Advisors, LLC | 3,254 | $382.0K | 0.46% | +35+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 3,264 | $383.2K | 0.01% | +141+4.5% | Added |
| Paragon Private Wealth Management, LLC | 3,280 | $385.1K | 0.23% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,300 | $387.4K | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 3,300 | $387.4K | 0.04% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 3,303 | $388.0K | 0.29% | +35+1.1% | Added |
| Financial Advisory Service, Inc. | 3,309 | $388.5K | 0.03% | +11+0.3% | Added |
| Aviance Capital Partners, LLC | 3,313 | $388.9K | 0.06% | −423−11.3% | Reduced |
| Clearstead Advisors, LLC | 3,311 | $390.1K | 0.02% | −18−0.5% | Reduced |
| Palumbo Wealth Management LLC | 3,326 | $390.5K | 0.17% | −95−2.8% | Reduced |
| IFP Advisors, Inc | 3,326 | $390.5K | 0.02% | +146+4.6% | Added |
| Hexagon Capital Partners LLC | 3,352 | $393.5K | 0.09% | −841−20.1% | Reduced |
| Operose Advisors LLC | 3,367 | $395.3K | 0.13% | +37+1.1% | Added |
| Clarius Group, LLC | 3,422 | $401.7K | 0.03% | −286−7.7% | Reduced |
| Brighton Jones LLC | 3,433 | $403.0K | 0.01% | +414+13.7% | Added |