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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 33,618 | $3.95M | 0.15% | −6,035−15.2% | Reduced |
| Atria Investments LLC | 33,459 | $3.93M | 0.05% | +3,652+12.3% | Added |
| Unison Advisors LLC | 33,238 | $3.90M | 0.39% | +585+1.8% | Added |
| Oppenheimer & Co Inc | 33,117 | $3.89M | 0.06% | −1,446−4.2% | Reduced |
| Elo Mutual Pension Insurance Co | 33,053 | $3.88M | 0.09% | +1,360+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 33,014 | $3.88M | 0.00% | −1,483−4.3% | Reduced |
| PGGM Investments | 32,470 | $3.81M | 0.06% | +30,458+1,513.8% | Added |
| Captrust Financial Advisors | 32,360 | $3.80M | 0.01% | −10,417−24.4% | Reduced |
| Burney Co | 32,308 | $3.79M | 0.14% | −165−0.5% | Reduced |
| Duality Advisers, LP | 31,812 | $3.73M | 0.37% | +31,812 | New |
| Xcel Wealth Management, LLC | 31,664 | $3.72M | 1.16% | −1,571−4.7% | Reduced |
| Paloma Partners Management Co | 31,247 | $3.67M | 0.53% | +26,657+580.8% | Added |
| Beck Bode, LLC | 31,218 | $3.66M | 0.75% | +31,218 | New |
| Oregon Public Employees Retirement Fund | 30,853 | $3.62M | 0.07% | −21,089−40.6% | Reduced |
| Gulf International Bank (UK) Ltd | 30,080 | $3.53M | 0.09% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 29,863 | $3.51M | 0.58% | −508−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,800 | $3.50M | 0.03% | −1,633−5.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 29,738 | $3.49M | 0.01% | −766−2.5% | Reduced |
| Allen Capital Group, LLC | 29,672 | $3.48M | 0.51% | +701+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 29,416 | $3.45M | 0.04% | +1,203+4.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 29,213 | $3.43M | 0.04% | −6,743−18.8% | Reduced |
| Venture Visionary Partners LLC | 29,212 | $3.43M | 0.16% | +693+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 29,175 | $3.43M | 0.14% | −2,127−6.8% | Reduced |
| Orca Investment Management, LLC | 28,617 | $3.36M | 3.15% | −669−2.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 27,547 | $3.23M | 0.12% | −3,153−10.3% | Reduced |
| Avantax Planning Partners, Inc. | 27,431 | $3.22M | 0.10% | +18,950+223.4% | Added |
| Kentucky Retirement Systems | 27,415 | $3.22M | 0.10% | −1,469−5.1% | Reduced |
| NBT Bank N A | 27,255 | $3.20M | 0.23% | −262−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 27,192 | $3.19M | 0.07% | +27,192 | New |
| Providence Capital Advisors, LLC | 27,028 | $3.17M | 0.69% | +607+2.3% | Added |
| Courier Capital LLC | 26,943 | $3.16M | 0.23% | −542−2.0% | Reduced |
| Ossiam | 26,813 | $3.15M | 0.06% | +7,847+41.4% | Added |
| Hartford Investment Management Co | 25,825 | $3.03M | 0.11% | −1,057−3.9% | Reduced |
| Cresset Asset Management, LLC | 25,668 | $3.01M | 0.01% | +724+2.9% | Added |
| Alaska Permanent Fund Corp | 25,647 | $3.01M | 0.04% | −1,506−5.5% | Reduced |
| Maryland State Retirement & Pension System | 28,028 | $3.00M | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 25,342 | $2.98M | 0.30% | −7,465−22.8% | Reduced |
| J.W. Cole Advisors, Inc. | 25,037 | $2.94M | 0.15% | −32−0.1% | Reduced |
| Pacer Advisors, Inc. | 24,842 | $2.92M | 0.01% | +599+2.5% | Added |
| Metis Global Partners, LLC | 24,490 | $2.88M | 0.10% | +1,373+5.9% | Added |
| Key Client Fiduciary Advisors, LLC | 24,316 | $2.85M | 1.51% | −2,573−9.6% | Reduced |
| Concurrent Investment Advisors, LLC | 24,276 | $2.85M | 0.12% | +543+2.3% | Added |
| Sound Income Strategies, LLC | 24,260 | $2.85M | 0.21% | +2,516+11.6% | Added |
| Mutual Advisors, LLC | 24,218 | $2.84M | 0.09% | −3,788−13.5% | Reduced |
| Level Four Advisory Services, LLC | 27,269 | $2.83M | 0.16% | +2,217+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 23,183 | $2.72M | 0.00% | +539+2.4% | Added |
| Cary Street Partners Asset Management LLC | 22,894 | $2.69M | 0.42% | −1,825−7.4% | Reduced |
| Wambolt & Associates, LLC | 23,007 | $2.68M | 0.80% | +2,654+13.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,482 | $2.64M | 0.05% | +2,737+13.9% | Added |
| Gotham Asset Management, LLC | 21,780 | $2.56M | 0.04% | +19,394+812.8% | Added |
| Chicago Trust Co NA | 21,548 | $2.53M | 0.52% | +832+4.0% | Added |
| Arvest Trust Co N A | 21,413 | $2.51M | 0.14% | +810+3.9% | Added |
| Securian Asset Management, Inc | 21,262 | $2.50M | 0.07% | −1,578−6.9% | Reduced |
| Dana Investment Advisors, Inc. | 21,215 | $2.49M | 0.08% | −40−0.2% | Reduced |
| STRS Ohio | 21,129 | $2.48M | 0.01% | +3,442+19.5% | Added |
| Benin Management CORP | 21,022 | $2.47M | 0.78% | −904−4.1% | Reduced |
| Louisiana State Employees Retirement System | 21,000 | $2.47M | 0.05% | −800−3.7% | Reduced |
| Credit Agricole S A | 22,182 | $2.41M | 0.04% | +11,968+117.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 20,487 | $2.40M | 2.21% | −171−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 20,335 | $2.39M | 0.21% | −1,041−4.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 20,313 | $2.38M | 0.07% | +19,031+1,484.5% | Added |
| National Asset Management, Inc. | 25,121 | $2.38M | 0.06% | +932+3.9% | Added |
| Assetmark, Inc | 20,264 | $2.38M | 0.01% | +988+5.1% | Added |
| Toroso Investments, LLC | 19,524 | $2.29M | 0.04% | +5,111+35.5% | Added |
| Ieq Capital, LLC | 19,334 | $2.27M | 0.03% | +2,366+13.9% | Added |
| Americana Partners, LLC | 19,268 | $2.26M | 0.19% | +2,262+13.3% | Added |
| Caldwell Trust Co | 19,070 | $2.24M | 0.26% | −2,162−10.2% | Reduced |
| RMB Capital Management, LLC | 18,817 | $2.21M | 0.05% | +1,553+9.0% | Added |
| Avitas Wealth Management LLC | 18,803 | $2.21M | 0.34% | +86+0.5% | Added |
| Argent Trust Co | 18,772 | $2.20M | 0.10% | +492+2.7% | Added |
| Wolverine Trading, LLC | 18,735 | $2.20M | 0.02% | −19,629−51.2% | Reduced |
| Integrated Wealth Concepts LLC | 18,281 | $2.15M | 0.03% | −2,081−10.2% | Reduced |
| New Mexico Educational Retirement Board | 18,231 | $2.14M | 0.08% | −800−4.2% | Reduced |
| Tredje AP-fonden | 18,101 | $2.13M | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 18,078 | $2.12M | 0.02% | +5,533+44.1% | Added |
| Tocqueville Asset Management L.P. | 17,853 | $2.10M | 0.03% | −735−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,653 | $2.07M | 0.04% | −88−0.5% | Reduced |
| Dakota Wealth Management | 17,575 | $2.06M | 0.05% | +526+3.1% | Added |
| Hall Kathryn A. | 17,525 | $2.06M | 0.47% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,506 | $2.06M | 0.02% | −347−1.9% | Reduced |
| Madison Asset Management, LLC | 17,391 | $2.04M | 0.03% | −1,215−6.5% | Reduced |
| Arvest Investments, Inc. | 17,360 | $2.04M | 0.32% | −3,009−14.8% | Reduced |
| SpiderRock Advisors, LLC | 17,922 | $2.03M | 0.07% | +17,922 | New |
| Green Square Capital Advisors LLC | 17,106 | $2.01M | 0.27% | +11,746+219.1% | Added |
| Naples Global Advisors, LLC | 17,018 | $2.00M | 0.20% | +390+2.3% | Added |
| Disciplined Equity Management, Inc. | 16,848 | $1.98M | 1.31% | −400−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,751 | $1.97M | 0.15% | −2,330−12.2% | Reduced |
| Apollon Wealth Management, LLC | 16,718 | $1.96M | 0.06% | −1,920−10.3% | Reduced |
| Mainstay Capital Management LLC | 16,707 | $1.96M | 0.37% | −583−3.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 16,700 | $1.96M | 0.32% | +3,600+27.5% | Added |
| Peapack Gladstone Financial Corp | 16,653 | $1.95M | 0.03% | −1,240−6.9% | Reduced |
| First Business Financial Services, Inc. | 16,484 | $1.94M | 0.21% | +77+0.5% | Added |
| Commerce Bank | 16,453 | $1.93M | 0.01% | −39−0.2% | Reduced |
| United Community Bank | 16,340 | $1.92M | 0.75% | +221+1.4% | Added |
| Summit Global Investments | 16,330 | $1.92M | 0.14% | −167,515−91.1% | Reduced |
| Davenport & Co LLC | 16,245 | $1.91M | 0.01% | +53+0.3% | Added |
| Boston Private Wealth LLC | 16,200 | $1.90M | 0.04% | −33−0.2% | Reduced |
| All Terrain Financial Advisors, LLC | 15,965 | $1.87M | 0.81% | −25−0.2% | Reduced |
| Patten & Patten Inc | 15,850 | $1.86M | 0.13% | +300+1.9% | Added |
| Altman Advisors, Inc. | 15,839 | $1.84M | 0.90% | +533+3.5% | Added |