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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 3,017 | $354.2K | 0.02% | +34+1.1% | Added |
| Marcum Wealth, LLC | 3,004 | $352.7K | 0.04% | +32+1.1% | Added |
| Alpha Cubed Investments, LLC | 2,993 | $351.4K | 0.02% | +2,993 | New |
| Smart Portfolios, LLC | 2,975 | $349.3K | 0.37% | +775+35.2% | Added |
| Arkadios Wealth Advisors | 2,974 | $349.1K | 0.03% | −36−1.2% | Reduced |
| Delta Financial Group, Inc. | 2,975 | $349.0K | 0.10% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,957 | $347.2K | 0.03% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,955 | $346.9K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,930 | $344.0K | 0.03% | +215+7.9% | Added |
| StoneX Group Inc. | 2,913 | $342.0K | 0.03% | −542−15.7% | Reduced |
| Rise Advisors, LLC | 2,900 | $340.4K | 0.18% | +325+12.6% | Added |
| Nomura Holdings Inc | 2,882 | $338.3K | 0.00% | −4,452−60.7% | Reduced |
| Geneos Wealth Management Inc. | 2,881 | $338.2K | 0.02% | −238−7.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,880 | $338.1K | 0.02% | +2,880 | New |
| MBM Wealth Consultants, LLC | 2,858 | $335.5K | 0.12% | −69−2.4% | Reduced |
| Clare Market Investments LLC | 2,810 | $329.9K | 0.10% | +2,810 | New |
| Retirement Planning Co of New England, Inc. | 2,772 | $325.4K | 0.18% | −1,303−32.0% | Reduced |
| Shufro Rose & Co LLC | 2,763 | $324.4K | 0.03% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,758 | $323.8K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 2,757 | $323.7K | 0.01% | −140−4.8% | Reduced |
| Physicians Financial Services, Inc. | 2,750 | $323.0K | 0.11% | −100−3.5% | Reduced |
| Manchester Financial Inc | 2,734 | $321.0K | 0.08% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,699 | $316.9K | 0.09% | +524+24.1% | Added |
| Wedmont Private Capital | 2,765 | $316.0K | 0.02% | +151+5.8% | Added |
| Summit Trail Advisors, LLC | 2,688 | $315.6K | 0.01% | +346+14.8% | Added |
| CVS Health Corp | 2,683 | $315.0K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,689 | $314.3K | 0.04% | +237+9.7% | Added |
| Investment Partners, Ltd. | 2,675 | $314.1K | 0.14% | +20+0.8% | Added |
| Journey Strategic Wealth LLC | 2,663 | $312.6K | 0.01% | +195+7.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,659 | $312.2K | 0.11% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,645 | $310.5K | 0.13% | −415−13.6% | Reduced |
| MidWestOne Financial Group, Inc. | 2,630 | $308.8K | 0.06% | +17+0.7% | Added |
| Northwest Bancshares, Inc. | 2,623 | $307.9K | 0.05% | −1,309−33.3% | Reduced |
| Wealthspire Advisors, LLC | 2,618 | $307.3K | 0.00% | −284−9.8% | Reduced |
| Vista Investment Partners LLC | 2,601 | $305.4K | 0.11% | 00.0% | Unchanged |
| 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 |
| Cornerstone Advisory, LLC | 2,586 | $303.6K | 0.04% | +45+1.8% | Added |
| RB Capital Management, LLC | 2,574 | $302.2K | 0.08% | +16+0.6% | Added |
| Seven Eight Capital, LP | 2,559 | $300.4K | 0.03% | +2,559 | New |
| BSW Wealth Partners | 2,551 | $299.5K | 0.05% | −2,516−49.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 2,543 | $298.6K | 0.05% | +2,413+1,856.2% | Added |
| Private Advisory Group LLC | 2,539 | $298.1K | 0.04% | −142−5.3% | Reduced |
| Csenge Advisory Group | 2,506 | $294.2K | 0.02% | −103−3.9% | Reduced |
| Allegheny Financial Group LTD | 2,495 | $292.9K | 0.09% | −361−12.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,483 | $291.5K | 0.14% | −48−1.9% | Reduced |
| Capital Investment Advisors, LLC | 2,480 | $291.2K | 0.01% | −74−2.9% | Reduced |
| Register Financial Advisors LLC | 2,469 | $289.9K | 0.15% | +8+0.3% | Added |
| Synovus Financial Corp | 2,463 | $289.4K | 0.00% | +226+10.1% | Added |
| Seeds Investor LLC | 2,462 | $289.0K | 0.27% | −1,128−31.4% | Reduced |
| Keel Point, LLC | 2,459 | $288.7K | 0.03% | +338+15.9% | Added |
| Plancorp, LLC | 2,459 | $288.7K | 0.01% | +23+0.9% | Added |
| Midland Wealth Advisors LLC | 2,456 | $288.3K | 0.02% | +110+4.7% | Added |
| Fountainhead AM, LLC | 2,434 | $285.7K | 0.07% | +26+1.1% | Added |
| Hohimer Wealth Management, LLC | 2,430 | $285.3K | 0.07% | −276−10.2% | Reduced |
| CX Institutional | 2,427 | $284.9K | 0.01% | −23−0.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 2,426 | $284.8K | 0.10% | −198−7.5% | Reduced |
| NBC Securities, Inc. | 2,418 | $283.0K | 0.03% | −245−9.2% | Reduced |
| Humankind Investments LLC | 2,409 | $282.8K | 0.07% | −82−3.3% | Reduced |
| Grey Street Capital, LLC | 2,407 | $282.6K | 0.04% | +2,407 | New |
| West Michigan Advisors, LLC | 2,404 | $282.2K | 0.09% | +2,404 | New |
| W Advisors, LLC | 2,397 | $281.4K | 0.19% | +28+1.2% | Added |
| TBH Global Asset Management, LLC | 2,394 | $281.1K | 0.06% | +2,394 | New |
| Founders Financial Alliance, LLC | 2,389 | $280.5K | 0.08% | −45−1.8% | Reduced |
| Annex Advisory Services, LLC | 2,386 | $280.1K | 0.01% | −1,874−44.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,384 | $280.0K | 0.11% | +125+5.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,370 | $278.2K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,373 | $276.8K | 0.10% | −81−3.3% | Reduced |
| MBB Public Markets I LLC | 2,348 | $275.7K | 0.02% | +2,348 | New |
| Bank of New Hampshire | 2,340 | $274.7K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,337 | $274.4K | 0.03% | +71+3.1% | Added |
| Quotient Wealth Partners, LLC | 2,332 | $273.8K | 0.01% | +169+7.8% | Added |
| Fiduciary Group LLC | 2,326 | $273.1K | 0.03% | −200−7.9% | Reduced |
| Madden Advisory Services, Inc. | 2,326 | $273.1K | 0.14% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,335 | $271.5K | 0.02% | +2,335 | New |
| Verdence Capital Advisors LLC | 2,312 | $271.4K | 0.02% | +2,312 | New |
| Perpetual Ltd | 2,600 | $270.0K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,294 | $269.3K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,288 | $268.6K | 0.05% | +19+0.8% | Added |
| Levy Wealth Management Group, LLC | 2,537 | $263.1K | 0.07% | 00.0% | Unchanged |
| Thomasville National Bank | 2,241 | $263.1K | 0.02% | −12−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 2,237 | $262.7K | 0.02% | −26,682−92.3% | Reduced |
| Alerus Financial NA | 2,231 | $261.9K | 0.02% | −114−4.9% | Reduced |
| RNC Capital Management LLC | 2,230 | $261.8K | 0.01% | −5−0.2% | Reduced |
| TRUE Private Wealth Advisors | 2,211 | $259.5K | 0.03% | +12+0.5% | Added |
| Glenview Trust Co | 2,198 | $258.0K | 0.01% | −110−4.8% | Reduced |
| Fayez Sarofim & Co | 2,198 | $258.0K | 0.00% | +2,198 | New |
| Parkside Financial Bank & Trust | 2,193 | $257.5K | 0.04% | −109−4.7% | Reduced |
| Centaurus Financial, Inc. | 2,188 | $257.0K | 0.02% | −817−27.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,177 | $255.6K | 0.13% | +981+82.0% | Added |
| Centiva Capital, LP | 2,176 | $255.5K | 0.01% | −913−29.6% | Reduced |
| Legacy Advisors, LLC | 2,168 | $254.5K | 0.03% | +164+8.2% | Added |
| Paragon Capital Management Ltd | 2,159 | $253.5K | 0.04% | +21+1.0% | Added |
| LifePro Asset Management | 2,159 | $253.5K | 0.17% | +2,159 | New |
| Citizens Financial Group Inc | 2,156 | $253.1K | 0.01% | +7+0.3% | Added |
| Mitchell Sinkler & Starr | 2,150 | $252.4K | 0.06% | −5,314−71.2% | Reduced |
| Shelton Capital Management | 2,136 | $250.8K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,131 | $250.2K | 0.02% | +94+4.6% | Added |
| Aaron Wealth Advisors | 2,129 | $249.9K | 0.04% | +141+7.1% | Added |
| Catalina Capital Group, LLC | 2,105 | $247.1K | 0.11% | +2,105 | New |