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 |
|---|---|---|---|---|---|
| Joule Financial, LLC | 7,785 | $913.9K | 0.38% | +4,860+166.2% | Added |
| Prospera Financial Services Inc | 7,787 | $914.7K | 0.03% | +71+0.9% | Added |
| Etesian Wealth Advisors, Inc. | 7,825 | $918.6K | 0.53% | −141−1.8% | Reduced |
| HBK Sorce Advisory LLC | 7,879 | $925.0K | 0.03% | −44−0.6% | Reduced |
| E&G Advisors, LP | 7,950 | $933.3K | 0.29% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,030 | $942.7K | 0.02% | −98−1.2% | Reduced |
| Cowa, LLC | 8,035 | $943.4K | 0.56% | +25+0.3% | Added |
| Impax Asset Management Group plc | 8,039 | $943.8K | 0.00% | −7,712−49.0% | Reduced |
| Sumitomo Life Insurance Co | 8,143 | $956.0K | 0.02% | −289−3.4% | Reduced |
| Wellington Shields & Co., LLC | 8,264 | $970.2K | 0.33% | +306+3.8% | Added |
| Act Two Investors LLC | 8,269 | $970.8K | 0.19% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,306 | $975.1K | 0.07% | +8,306 | New |
| FRG Family Wealth Advisors LLC | 8,855 | $978.3K | 0.19% | 00.0% | Unchanged |
| Wintrust Investments LLC | 8,338 | $979.0K | 0.09% | −284−3.3% | Reduced |
| MAI Capital Management | 8,377 | $983.5K | 0.01% | +95+1.1% | Added |
| Change Path, LLC | 8,403 | $986.0K | 0.04% | +3,543+72.9% | Added |
| Kestra Private Wealth Services, LLC | 8,461 | $993.4K | 0.02% | +1,139+15.6% | Added |
| Sigma Planning Corp | 8,462 | $993.5K | 0.03% | +4,976+142.7% | Added |
| Moody National Bank Trust Division | 8,513 | $999.4K | 0.08% | −66−0.8% | Reduced |
| Abundance Wealth Counselors | 8,519 | $1.00M | 0.23% | +412+5.1% | Added |
| Pathway Financial Advisers, LLC | 8,531 | $1.00M | 0.36% | +950+12.5% | Added |
| RSM US Wealth Management LLC | 8,543 | $1.00M | 0.03% | +1,603+23.1% | Added |
| XTX Topco Ltd | 8,591 | $1.01M | 0.14% | +8,591 | New |
| Simplicity Wealth,LLC | 8,646 | $1.02M | 0.02% | +8,646 | New |
| Bleakley Financial Group, LLC | 8,649 | $1.02M | 0.03% | +272+3.2% | Added |
| Wealthcare Advisory Partners LLC | 8,690 | $1.02M | 0.03% | +3,179+57.7% | Added |
| Silvercrest Asset Management Group LLC | 8,728 | $1.02M | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,748 | $1.03M | 0.08% | −146−1.6% | Reduced |
| NEOS Investment Management LLC | 8,785 | $1.03M | 0.06% | +3,672+71.8% | Added |
| Convergence Investment Partners, LLC | 8,790 | $1.03M | 0.40% | −451−4.9% | Reduced |
| Ramirez Asset Management, Inc. | 8,801 | $1.03M | 0.21% | −745−7.8% | Reduced |
| WMG Financial Advisors, LLC | 8,827 | $1.04M | 0.59% | −30.0% | Reduced |
| Sherbrooke Park Advisers LLC | 8,852 | $1.04M | 0.20% | +8,852 | New |
| Vicus Capital | 8,923 | $1.05M | 0.10% | +9+0.1% | Added |
| Inceptionr LLC | 8,926 | $1.05M | 0.27% | +673+8.2% | Added |
| Institute for Wealth Management, LLC. | 8,958 | $1.05M | 0.14% | +5+0.1% | Added |
| Carson Advisory Inc. | 8,997 | $1.06M | 0.74% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,508 | $1.06M | 0.45% | −366−3.7% | Reduced |
| Piscataqua Savings Bank | 9,025 | $1.06M | 0.93% | −555−5.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,030 | $1.06M | 0.05% | +626+7.4% | Added |
| Hilltop Holdings Inc. | 9,069 | $1.06M | 0.12% | +69+0.8% | Added |
| Zullo Investment Group, Inc. | 9,088 | $1.07M | 0.50% | +157+1.8% | Added |
| Van Eck Associates Corp | 9,112 | $1.07M | 0.00% | −59−0.6% | Reduced |
| Forum Financial Management, LP | 9,192 | $1.08M | 0.02% | +2,748+42.6% | Added |
| Cim Investment Mangement Inc | 9,193 | $1.08M | 0.32% | 00.0% | Unchanged |
| Andra AP-fonden | 9,200 | $1.08M | 0.02% | +9,200 | New |
| Invst, LLC | 9,320 | $1.08M | 0.13% | −109−1.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,262 | $1.09M | 0.05% | +2,060+28.6% | Added |
| Empowered Funds, LLC | 9,344 | $1.10M | 0.02% | −123−1.3% | Reduced |
| Lincoln National Corp | 9,447 | $1.11M | 0.02% | +531+6.0% | Added |
| Longfellow Investment Management Co LLC | 9,473 | $1.11M | 0.25% | +73+0.8% | Added |
| Stevens Capital Management LP | 9,515 | $1.12M | 0.22% | +9,515 | New |
| WMS Partners, LLC | 9,548 | $1.12M | 0.08% | +9,548 | New |
| Axxcess Wealth Management, LLC | 9,550 | $1.12M | 0.03% | +1,141+13.6% | Added |
| iA Global Asset Management Inc. | 9,567 | $1.12M | 0.02% | −370−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 9,592 | $1.13M | 0.18% | +31+0.3% | Added |
| Moors & Cabot, Inc. | 9,613 | $1.13M | 0.06% | −289−2.9% | Reduced |
| Rakuten Investment Management, Inc. | 9,707 | $1.14M | 0.01% | +8,813+985.8% | Added |
| Meeder Advisory Services, Inc. | 9,746 | $1.14M | 0.12% | −236−2.4% | Reduced |
| New Century Financial Group, LLC | 9,749 | $1.14M | 0.79% | −74−0.8% | Reduced |
| Squarepoint Ops LLC | 9,790 | $1.15M | 0.00% | −51,509−84.0% | Reduced |
| Wetherby Asset Management Inc | 9,818 | $1.15M | 0.06% | −55−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 10,018 | $1.18M | 0.17% | −4,820−32.5% | Reduced |
| Freestone Capital Holdings, LLC | 10,026 | $1.18M | 0.04% | +7,621+316.9% | Added |
| Intrust Bank NA | 10,154 | $1.19M | 0.13% | −76−0.7% | Reduced |
| Gilbert & Cook, Inc. | 10,197 | $1.20M | 0.16% | −29−0.3% | Reduced |
| Intech Investment Management LLC | 10,289 | $1.21M | 0.02% | +796+8.4% | Added |
| Wetzel Investment Advisors, Inc. | 11,200 | $1.22M | 0.72% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,398 | $1.22M | 0.03% | −419−3.9% | Reduced |
| ClearAlpha Technologies LP | 10,407 | $1.22M | 0.52% | +3,020+40.9% | Added |
| Lantern Wealth Advisors, LLC | 10,454 | $1.23M | 0.86% | −20−0.2% | Reduced |
| Hilltop National Bank | 10,457 | $1.23M | 0.42% | +10,457 | New |
| Sutton Place Investors LLC | 10,540 | $1.24M | 0.61% | +125+1.2% | Added |
| Brinker Capital Investments, LLC | 10,544 | $1.24M | 0.01% | −657−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 10,544 | $1.24M | 0.01% | −657−5.9% | Reduced |
| Beacon Pointe Advisors, LLC | 10,574 | $1.24M | 0.01% | −1,420−11.8% | Reduced |
| Lloyd Advisory Services, LLC. | 10,660 | $1.25M | 0.27% | +7,662+255.6% | Added |
| Paradigm Asset Management Co LLC | 10,700 | $1.26M | 0.32% | 00.0% | Unchanged |
| Blair William & Co | 10,701 | $1.26M | 0.00% | −834−7.2% | Reduced |
| Oxler Private Wealth LLC | 10,727 | $1.26M | 0.49% | +10,727 | New |
| Trust Investment Advisors | 10,754 | $1.26M | 0.91% | −40−0.4% | Reduced |
| SkyOak Wealth, LLC | 10,801 | $1.27M | 0.30% | −163−1.5% | Reduced |
| Bangor Savings Bank | 10,808 | $1.27M | 0.13% | +201+1.9% | Added |
| Coldstream Capital Management Inc | 10,824 | $1.27M | 0.03% | +2,758+34.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,887 | $1.28M | 0.04% | −871−7.4% | Reduced |
| United Services Automobile Association | 10,962 | $1.29M | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 11,254 | $1.32M | 0.21% | −42−0.4% | Reduced |
| Jacobi Capital Management LLC | 11,259 | $1.32M | 0.12% | −727−6.1% | Reduced |
| Harvey Capital Management Inc | 11,350 | $1.33M | 0.39% | −100−0.9% | Reduced |
| International Assets Investment Management, LLC | 11,490 | $1.34M | 0.14% | −1,709−12.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,395 | $1.34M | 0.01% | +39+0.3% | Added |
| Raelipskie Partnership | 11,412 | $1.34M | 0.76% | −396−3.4% | Reduced |
| Bailard, Inc. | 11,453 | $1.34M | 0.04% | +1,591+16.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,454 | $1.34M | 0.04% | +27+0.2% | Added |
| CWM, LLC | 11,509 | $1.35M | 0.01% | +532+4.8% | Added |
| Principal Securities, Inc. | 11,529 | $1.35M | 0.04% | +1,826+18.8% | Added |
| Resources Investment Advisors, LLC. | 11,546 | $1.36M | 0.02% | +156+1.4% | Added |
| Strategic Advisors LLC | 11,610 | $1.36M | 0.27% | −500−4.1% | Reduced |
| Mission Wealth Management, LP | 11,725 | $1.38M | 0.04% | −80−0.7% | Reduced |
| Donaldson Capital Management, LLC | 11,876 | $1.39M | 0.06% | −195−1.6% | Reduced |