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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,135 | $133.2K | 0.01% | −289−20.3% | Reduced |
| Optimum Investment Advisors | 1,125 | $132.1K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,118 | $131.3K | 0.02% | +107+10.6% | Added |
| Alta Advisers Ltd | 1,100 | $129.1K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,064 | $124.9K | 0.02% | +4+0.4% | Added |
| City Holding Co | 1,018 | $119.5K | 0.02% | −75−6.9% | Reduced |
| Global Trust Asset Management, LLC | 1,014 | $119.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,020 | $119.0K | 0.02% | +5+0.5% | Added |
| Lowe Wealth Advisors, LLC | 976 | $114.6K | 0.05% | −100−9.3% | Reduced |
| Montag A & Associates Inc | 950 | $111.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 943 | $110.7K | 0.00% | +131+16.1% | Added |
| Arcadia Investment Management Corp | 935 | $109.7K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 912 | $107.1K | 0.00% | −4−0.4% | Reduced |
| Evermay Wealth Management LLC | 900 | $105.7K | 0.02% | −5−0.6% | Reduced |
| Islay Capital Management, LLC | 894 | $105.0K | 0.08% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 889 | $104.4K | 0.02% | +33+3.9% | Added |
| St Germain D J Co Inc | 867 | $101.8K | 0.00% | −59−6.4% | Reduced |
| Ameliora Wealth Management Ltd. | 840 | $98.6K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 840 | $98.6K | 0.03% | +153+22.3% | Added |
| FinTrust Capital Advisors, LLC | 835 | $98.0K | 0.02% | +235+39.2% | Added |
| First Manhattan Co | 824 | $96.7K | 0.00% | +689+510.4% | Added |
| Sandy Spring Bank | 816 | $95.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $93.9K | 0.02% | −350−30.4% | Reduced |
| Certified Advisory Corp | 785 | $92.2K | 0.01% | +6+0.8% | Added |
| Proffitt & Goodson Inc | 773 | $90.8K | 0.02% | −339−30.5% | Reduced |
| Continuum Advisory, LLC | 764 | $90.1K | 0.01% | +764 | New |
| Compass Wealth Management LLC | 754 | $88.5K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 751 | $88.1K | 0.02% | −113−13.1% | Reduced |
| MCF Advisors LLC | 725 | $85.1K | 0.01% | −74−9.3% | Reduced |
| Criterion Capital Advisors, LLC | 723 | $84.9K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 715 | $83.9K | 0.01% | −46−6.0% | Reduced |
| CoreCap Advisors, LLC | 704 | $82.6K | 0.00% | +704 | New |
| Glen Eagle Advisors, LLC | 701 | $82.3K | 0.02% | −54−7.2% | Reduced |
| Founders Capital Management | 700 | $82.2K | 0.06% | 00.0% | Unchanged |
| BNP Paribas | 695 | $81.8K | 0.00% | +695 | New |
| First Financial Corp | 688 | $80.8K | 0.04% | −160−18.9% | Reduced |
| JFS Wealth Advisors, LLC | 684 | $80.3K | 0.01% | −25−3.5% | Reduced |
| Planning Capital Management Corp | 683 | $80.2K | 0.06% | −73−9.7% | Reduced |
| Tyler-Stone Wealth Management | 682 | $80.1K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 672 | $78.8K | 0.01% | +2+0.3% | Added |
| DT Investment Partners, LLC | 668 | $78.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 657 | $77.2K | 0.01% | −258−28.2% | Reduced |
| EntryPoint Capital, LLC | 655 | $76.9K | 0.07% | +655 | New |
| McClarren Financial Advisors, Inc. | 638 | $75.0K | 0.05% | +88+16.0% | Added |
| PFS Partners, LLC | 631 | $74.1K | 0.05% | +250+65.6% | Added |
| TSFG, LLC | 630 | $74.0K | 0.02% | +2+0.3% | Added |
| South State Corp. | 622 | $73.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 678 | $70.3K | 0.00% | +678 | New |
| Raffa Wealth Management, LLC | 588 | $69.0K | 0.02% | +6+1.0% | Added |
| Independence Bank of Kentucky | 577 | $67.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 570 | $66.9K | 0.01% | −40−6.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $66.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 568 | $66.7K | 0.01% | +450+381.4% | Added |
| Key Financial Inc | 568 | $66.6K | 0.02% | +5+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 563 | $66.1K | 0.02% | +43+8.3% | Added |
| Johnson Financial Group, Inc. | 559 | $65.6K | 0.00% | +195+53.6% | Added |
| Gradient Investments LLC | 542 | $63.6K | 0.00% | −642−54.2% | Reduced |
| Fortis Group Advisors, LLC | 522 | $61.3K | 0.01% | −522−50.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $58.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $58.7K | 0.05% | +500 | New |
| Toth Financial Advisory Corp | 488 | $57.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 484 | $56.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 478 | $56.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 475 | $55.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 473 | $55.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 469 | $55.1K | 0.01% | −29−5.8% | Reduced |
| Arrow Financial Corp | 455 | $53.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 474 | $53.2K | 0.02% | −99−17.3% | Reduced |
| Capital Analysts, LLC | 447 | $52.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 442 | $51.9K | 0.00% | +105+31.2% | Added |
| Grove Bank & Trust | 440 | $51.7K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 461 | $50.9K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 433 | $50.8K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 423 | $49.7K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 420 | $49.3K | 0.03% | +108+34.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 416 | $48.8K | 0.01% | +408+5,100.0% | Added |
| Stone House Investment Management, LLC | 414 | $48.6K | 0.01% | +73+21.4% | Added |
| Ritter Daniher Financial Advisory LLC | 412 | $48.4K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 410 | $48.2K | 0.01% | +410 | New |
| Asset Dedication, LLC | 405 | $47.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 400 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 395 | $46.4K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 394 | $46.3K | 0.01% | −433−52.4% | Reduced |
| Horizon Bancorp Inc | 386 | $45.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 384 | $44.7K | 0.01% | −37−8.8% | Reduced |
| VitalStone Financial, LLC | 373 | $44.0K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 369 | $43.4K | 0.04% | +4+1.1% | Added |
| Estabrook Capital Management | 365 | $42.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 364 | $42.8K | 0.00% | +227+165.7% | Added |
| West Paces Advisors Inc. | 356 | $41.8K | 0.01% | −304−46.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 352 | $41.3K | 0.01% | +3+0.9% | Added |
| Bruce G. Allen Investments, LLC | 352 | $41.3K | 0.03% | +98+38.6% | Added |
| Norwood Financial Corp | 340 | $39.9K | 0.06% | +290+580.0% | Added |
| Barrett & Company, Inc. | 339 | $39.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $39.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 332 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 328 | $38.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 321 | $37.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 317 | $37.2K | 0.01% | −224−41.4% | Reduced |
| Riverview Trust Co | 314 | $36.9K | 0.03% | +314 | New |