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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 10,018 | $1.18M | 0.17% | −4,820−32.5% | Reduced |
| Wetherby Asset Management Inc | 9,818 | $1.15M | 0.06% | −55−0.6% | Reduced |
| Squarepoint Ops LLC | 9,790 | $1.15M | 0.00% | −51,509−84.0% | Reduced |
| New Century Financial Group, LLC | 9,749 | $1.14M | 0.79% | −74−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 9,746 | $1.14M | 0.12% | −236−2.4% | Reduced |
| Rakuten Investment Management, Inc. | 9,707 | $1.14M | 0.01% | +8,813+985.8% | Added |
| Moors & Cabot, Inc. | 9,613 | $1.13M | 0.06% | −289−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 9,592 | $1.13M | 0.18% | +31+0.3% | Added |
| iA Global Asset Management Inc. | 9,567 | $1.12M | 0.02% | −370−3.7% | Reduced |
| Axxcess Wealth Management, LLC | 9,550 | $1.12M | 0.03% | +1,141+13.6% | Added |
| WMS Partners, LLC | 9,548 | $1.12M | 0.08% | +9,548 | New |
| Stevens Capital Management LP | 9,515 | $1.12M | 0.22% | +9,515 | New |
| Longfellow Investment Management Co LLC | 9,473 | $1.11M | 0.25% | +73+0.8% | Added |
| Lincoln National Corp | 9,447 | $1.11M | 0.02% | +531+6.0% | Added |
| Empowered Funds, LLC | 9,344 | $1.10M | 0.02% | −123−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,262 | $1.09M | 0.05% | +2,060+28.6% | Added |
| Invst, LLC | 9,320 | $1.08M | 0.13% | −109−1.2% | Reduced |
| Andra AP-fonden | 9,200 | $1.08M | 0.02% | +9,200 | New |
| Cim Investment Mangement Inc | 9,193 | $1.08M | 0.32% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,192 | $1.08M | 0.02% | +2,748+42.6% | Added |
| Van Eck Associates Corp | 9,112 | $1.07M | 0.00% | −59−0.6% | Reduced |
| Zullo Investment Group, Inc. | 9,088 | $1.07M | 0.50% | +157+1.8% | Added |
| Hilltop Holdings Inc. | 9,069 | $1.06M | 0.12% | +69+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 9,030 | $1.06M | 0.05% | +626+7.4% | Added |
| Piscataqua Savings Bank | 9,025 | $1.06M | 0.93% | −555−5.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,508 | $1.06M | 0.45% | −366−3.7% | Reduced |
| Carson Advisory Inc. | 8,997 | $1.06M | 0.74% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,958 | $1.05M | 0.14% | +5+0.1% | Added |
| Inceptionr LLC | 8,926 | $1.05M | 0.27% | +673+8.2% | Added |
| Vicus Capital | 8,923 | $1.05M | 0.10% | +9+0.1% | Added |
| Sherbrooke Park Advisers LLC | 8,852 | $1.04M | 0.20% | +8,852 | New |
| WMG Financial Advisors, LLC | 8,827 | $1.04M | 0.59% | −30.0% | Reduced |
| Ramirez Asset Management, Inc. | 8,801 | $1.03M | 0.21% | −745−7.8% | Reduced |
| Convergence Investment Partners, LLC | 8,790 | $1.03M | 0.40% | −451−4.9% | Reduced |
| NEOS Investment Management LLC | 8,785 | $1.03M | 0.06% | +3,672+71.8% | Added |
| Schechter Investment Advisors, LLC | 8,748 | $1.03M | 0.08% | −146−1.6% | Reduced |
| Silvercrest Asset Management Group LLC | 8,728 | $1.02M | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,690 | $1.02M | 0.03% | +3,179+57.7% | Added |
| Bleakley Financial Group, LLC | 8,649 | $1.02M | 0.03% | +272+3.2% | Added |
| Simplicity Wealth,LLC | 8,646 | $1.02M | 0.02% | +8,646 | New |
| XTX Topco Ltd | 8,591 | $1.01M | 0.14% | +8,591 | New |
| RSM US Wealth Management LLC | 8,543 | $1.00M | 0.03% | +1,603+23.1% | Added |
| Pathway Financial Advisers, LLC | 8,531 | $1.00M | 0.36% | +950+12.5% | Added |
| Abundance Wealth Counselors | 8,519 | $1.00M | 0.23% | +412+5.1% | Added |
| Moody National Bank Trust Division | 8,513 | $999.4K | 0.08% | −66−0.8% | Reduced |
| Sigma Planning Corp | 8,462 | $993.5K | 0.03% | +4,976+142.7% | Added |
| Kestra Private Wealth Services, LLC | 8,461 | $993.4K | 0.02% | +1,139+15.6% | Added |
| Change Path, LLC | 8,403 | $986.0K | 0.04% | +3,543+72.9% | Added |
| MAI Capital Management | 8,377 | $983.5K | 0.01% | +95+1.1% | Added |
| Wintrust Investments LLC | 8,338 | $979.0K | 0.09% | −284−3.3% | Reduced |
| FRG Family Wealth Advisors LLC | 8,855 | $978.3K | 0.19% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,306 | $975.1K | 0.07% | +8,306 | New |
| Act Two Investors LLC | 8,269 | $970.8K | 0.19% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 8,264 | $970.2K | 0.33% | +306+3.8% | Added |
| Sumitomo Life Insurance Co | 8,143 | $956.0K | 0.02% | −289−3.4% | Reduced |
| Impax Asset Management Group plc | 8,039 | $943.8K | 0.00% | −7,712−49.0% | Reduced |
| Cowa, LLC | 8,035 | $943.4K | 0.56% | +25+0.3% | Added |
| Raymond James Trust N.A. | 8,030 | $942.7K | 0.02% | −98−1.2% | Reduced |
| E&G Advisors, LP | 7,950 | $933.3K | 0.29% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,879 | $925.0K | 0.03% | −44−0.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 7,825 | $918.6K | 0.53% | −141−1.8% | Reduced |
| Prospera Financial Services Inc | 7,787 | $914.7K | 0.03% | +71+0.9% | Added |
| Joule Financial, LLC | 7,785 | $913.9K | 0.38% | +4,860+166.2% | Added |
| Independent Financial Group, LLC | 7,752 | $910.2K | 0.04% | +1,756+29.3% | Added |
| V-Square Quantitative Management LLC | 7,720 | $906.3K | 0.15% | +1,465+23.4% | Added |
| Tyche Wealth Partners LLC | 7,561 | $887.7K | 0.22% | −302−3.8% | Reduced |
| Tower Bridge Advisors | 7,560 | $887.6K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,556 | $886.7K | 0.03% | +1,758+30.3% | Added |
| New England Research & Management, Inc. | 7,549 | $886.0K | 0.43% | −4,290−36.2% | Reduced |
| Greenleaf Trust | 7,503 | $880.9K | 0.01% | −1,341−15.2% | Reduced |
| IHT Wealth Management, LLC | 7,495 | $879.9K | 0.04% | −103−1.4% | Reduced |
| Belpointe Asset Management LLC | 7,471 | $877.1K | 0.07% | +819+12.3% | Added |
| Sequoia Financial Advisors, LLC | 7,449 | $874.6K | 0.01% | +94+1.3% | Added |
| Perigon Wealth Management, LLC | 7,355 | $863.5K | 0.03% | +3,085+72.2% | Added |
| Park Avenue Securities LLC | 7,321 | $859.0K | 0.01% | +291+4.1% | Added |
| ISAM Funds (UK) Ltd | 7,298 | $856.8K | 0.49% | +7,298 | New |
| Legacy Capital Group California, Inc. | 7,247 | $850.8K | 0.31% | −216−2.9% | Reduced |
| Carret Asset Management, LLC | 7,235 | $849.4K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 7,222 | $847.9K | 0.03% | −6,261−46.4% | Reduced |
| Marietta Investment Partners LLC | 7,200 | $845.3K | 0.18% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,192 | $844.3K | 0.10% | +78+1.1% | Added |
| Coastal Investment Advisors, Inc. | 7,157 | $840.2K | 0.17% | −30.0% | Reduced |
| Seelaus Asset Management LLC | 7,152 | $839.7K | 0.84% | −69−1.0% | Reduced |
| Ameritas Advisory Services, LLC | 7,211 | $831.7K | 0.03% | +1,855+34.6% | Added |
| St. Johns Investment Management Company, LLC | 7,083 | $831.5K | 0.40% | +385+5.7% | Added |
| Nemes Rush Group LLC | 7,074 | $830.5K | 0.12% | +35+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,222 | $828.9K | 0.11% | +7,222 | New |
| Proequities, Inc. | 7,046 | $827.2K | 0.05% | +20+0.3% | Added |
| Woodward Diversified Capital, LLC | 7,043 | $826.9K | 0.52% | +475+7.2% | Added |
| Cullen/Frost Bankers, Inc. | 7,025 | $824.7K | 0.01% | −114−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,012 | $823.2K | 0.07% | −948−11.9% | Reduced |
| Avidian Wealth Solutions, LLC | 7,000 | $821.8K | 0.04% | +147+2.1% | Added |
| Kingsview Wealth Management, LLC | 6,910 | $811.3K | 0.02% | +1,116+19.3% | Added |
| Kowal Investment Group, LLC | 6,906 | $810.8K | 0.18% | +1,451+26.6% | Added |
| Investors Research Corp | 6,842 | $803.3K | 0.19% | −125−1.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,824 | $801.1K | 0.59% | −1,850−21.3% | Reduced |
| CIBC Private Wealth Group, LLC | 6,838 | $795.2K | 0.00% | +2,184+46.9% | Added |
| Focus Financial Network, Inc. | 7,301 | $793.6K | 0.04% | +7,301 | New |
| HB Wealth Management, LLC | 6,754 | $793.0K | 0.01% | +991+17.2% | Added |
| Manhattan West Asset Management, LLC | 6,736 | $790.8K | 0.19% | −2,409−26.3% | Reduced |