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, Q2 2024
Institutional positions in Prudential Financial Inc as of Jun 30, 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
- 1,301
- +50 vs. Q1 2024
- Shares held
- 206.9M
- +2.44M (+1.2%) vs. Q1 2024
- Total value
- $24.2B
- +$279.2M (+1.2%) vs. Q1 2024
- New holders
- 124
- 481 more added
- Sold out
- 74
- 473 more reduced
12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 10,714 | $1.26M | 0.22% | +1,862+21.0% | Added |
| Bangor Savings Bank | 10,587 | $1.24M | 0.12% | −221−2.0% | Reduced |
| Empowered Funds, LLC | 10,543 | $1.24M | 0.02% | +1,199+12.8% | Added |
| Applied Finance Capital Management, LLC | 10,534 | $1.23M | 0.06% | +7,579+256.5% | Added |
| Mirabella Financial Services LLP | 10,500 | $1.23M | 0.09% | +10,500 | New |
| Beacon Pointe Advisors, LLC | 10,495 | $1.23M | 0.01% | −79−0.7% | Reduced |
| Lantern Wealth Advisors, LLC | 10,454 | $1.23M | 0.89% | 00.0% | Unchanged |
| Hilltop National Bank | 10,417 | $1.22M | 0.39% | −40−0.4% | Reduced |
| SkyOak Wealth, LLC | 10,345 | $1.21M | 0.28% | −456−4.2% | Reduced |
| Freestone Capital Holdings, LLC | 10,338 | $1.21M | 0.04% | +312+3.1% | Added |
| Intrust Bank NA | 10,321 | $1.21M | 0.13% | +167+1.6% | Added |
| Change Path, LLC | 10,237 | $1.20M | 0.06% | +1,834+21.8% | Added |
| Versor Investments LP | 10,200 | $1.20M | 0.22% | +6,500+175.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,482 | $1.19M | 0.47% | −26−0.3% | Reduced |
| Steel Peak Wealth Management LLC | 10,165 | $1.19M | 0.06% | +6,684+192.0% | Added |
| Two Sigma Securities, LLC | 10,126 | $1.19M | 0.06% | +6,157+155.1% | Added |
| GTS Securities LLC | 9,758 | $1.14M | 0.02% | +9,758 | New |
| Squarepoint Ops LLC | 9,729 | $1.14M | 0.00% | −61−0.6% | Reduced |
| WMG Financial Advisors, LLC | 9,677 | $1.13M | 0.60% | +850+9.6% | Added |
| GPS Wealth Strategies Group, LLC | 9,556 | $1.12M | 0.17% | −36−0.4% | Reduced |
| Longfellow Investment Management Co LLC | 9,539 | $1.12M | 0.28% | +66+0.7% | Added |
| Stratos Wealth Partners, LTD. | 9,464 | $1.11M | 0.02% | −5,080−34.9% | Reduced |
| Gilbert & Cook, Inc. | 9,402 | $1.10M | 0.16% | −795−7.8% | Reduced |
| Zullo Investment Group, Inc. | 9,388 | $1.10M | 0.48% | +300+3.3% | Added |
| HBK Sorce Advisory LLC | 9,333 | $1.09M | 0.04% | +1,454+18.5% | Added |
| CAPROCK Group, Inc. | 9,200 | $1.08M | 0.04% | +3,556+63.0% | Added |
| Hilltop Holdings Inc. | 9,157 | $1.07M | 0.13% | +88+1.0% | Added |
| Forum Financial Management, LP | 9,150 | $1.07M | 0.02% | −42−0.5% | Reduced |
| Cim Investment Mangement Inc | 9,135 | $1.07M | 0.33% | −58−0.6% | Reduced |
| Snowden Capital Advisors LLC | 9,130 | $1.07M | 0.03% | −3,457−27.5% | Reduced |
| Strategic Advisors LLC | 9,110 | $1.07M | 0.21% | −2,500−21.5% | Reduced |
| RFG Advisory, LLC | 9,082 | $1.06M | 0.03% | +4,508+98.6% | Added |
| Institute for Wealth Management, LLC. | 9,069 | $1.06M | 0.14% | +111+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,030 | $1.06M | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 9,000 | $1.05M | 0.01% | +623+7.4% | Added |
| Invst, LLC | 8,969 | $1.05M | 0.12% | −351−3.8% | Reduced |
| Piscataqua Savings Bank | 8,979 | $1.05M | 0.93% | −46−0.5% | Reduced |
| Ballentine Partners, LLC | 8,889 | $1.04M | 0.02% | +4,519+103.4% | Added |
| Kestra Private Wealth Services, LLC | 8,851 | $1.04M | 0.02% | +390+4.6% | Added |
| WESPAC Advisors, LLC | 8,850 | $1.04M | 0.81% | −4,178−32.1% | Reduced |
| CIBC Private Wealth Group, LLC | 8,861 | $1.04M | 0.00% | +2,023+29.6% | Added |
| Ramirez Asset Management, Inc. | 8,801 | $1.03M | 0.21% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,751 | $1.03M | 0.08% | +30.0% | Added |
| Vicus Capital | 8,731 | $1.02M | 0.09% | −192−2.2% | Reduced |
| Carson Advisory Inc. | 8,698 | $1.02M | 0.72% | −299−3.3% | Reduced |
| Silvercrest Asset Management Group LLC | 8,692 | $1.02M | 0.01% | −36−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 8,639 | $1.01M | 0.36% | +108+1.3% | Added |
| Paradigm Asset Management Co LLC | 8,600 | $1.01M | 0.28% | −2,100−19.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,597 | $1.01M | 0.15% | +2,921+51.5% | Added |
| Moody National Bank Trust Division | 8,557 | $1.00M | 0.08% | +44+0.5% | Added |
| Wellington Shields & Co., LLC | 8,519 | $998.3K | 0.33% | +255+3.1% | Added |
| Bleakley Financial Group, LLC | 8,440 | $989.1K | 0.03% | −209−2.4% | Reduced |
| Simplicity Wealth,LLC | 8,440 | $989.1K | 0.02% | −206−2.4% | Reduced |
| Atlas Capital Advisors LLC | 8,398 | $984.2K | 0.13% | +8,398 | New |
| Wealthcare Advisory Partners LLC | 8,363 | $980.0K | 0.03% | −327−3.8% | Reduced |
| Moors & Cabot, Inc. | 8,353 | $978.9K | 0.05% | −1,260−13.1% | Reduced |
| Act Two Investors LLC | 8,269 | $969.0K | 0.19% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8,244 | $966.1K | 0.27% | +8,244 | New |
| Agf Management Ltd | 8,243 | $966.0K | 0.01% | +1,934+30.7% | Added |
| Joule Financial, LLC | 8,183 | $958.9K | 0.39% | +398+5.1% | Added |
| Perpetual Ltd | 8,160 | $956.3K | 0.01% | +5,560+213.8% | Added |
| Prospera Financial Services Inc | 8,148 | $955.2K | 0.03% | +361+4.6% | Added |
| Wintrust Investments LLC | 8,151 | $955.0K | 0.08% | −187−2.2% | Reduced |
| Raymond James Trust N.A. | 8,117 | $951.2K | 0.02% | +87+1.1% | Added |
| FRG Family Wealth Advisors LLC | 8,855 | $947.9K | 0.18% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,051 | $943.5K | 0.03% | +2,200+37.6% | Added |
| Impax Asset Management Group plc | 8,039 | $942.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,023 | $940.3K | 0.04% | −1,239−13.4% | Reduced |
| Passumpsic Savings Bank | 8,019 | $939.7K | 0.67% | −7,285−47.6% | Reduced |
| CNB Bank | 8,012 | $938.9K | 0.45% | −4,916−38.0% | Reduced |
| iA Global Asset Management Inc. | 7,988 | $936.0K | 0.02% | −1,579−16.5% | Reduced |
| Ameritas Advisory Services, LLC | 7,904 | $926.3K | 0.03% | +693+9.6% | Added |
| Sigma Planning Corp | 7,870 | $922.3K | 0.03% | −592−7.0% | Reduced |
| Cowa, LLC | 7,860 | $921.2K | 0.49% | −175−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,812 | $915.0K | 0.01% | −55,700−87.7% | Reduced |
| V-Square Quantitative Management LLC | 7,752 | $908.5K | 0.15% | +32+0.4% | Added |
| Focus Financial Network, Inc. | 7,073 | $900.6K | 0.04% | −228−3.1% | Reduced |
| PFG Investments, LLC | 7,652 | $896.8K | 0.06% | +2,959+63.1% | Added |
| Nemes Rush Group LLC | 7,614 | $892.2K | 0.12% | +540+7.6% | Added |
| LVW Advisors, LLC | 7,579 | $888.2K | 0.13% | +3,914+106.8% | Added |
| Sequoia Financial Advisors, LLC | 7,554 | $885.3K | 0.01% | +105+1.4% | Added |
| IHT Wealth Management, LLC | 7,521 | $881.3K | 0.03% | +26+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 7,512 | $880.3K | 0.01% | +487+6.9% | Added |
| Tower Bridge Advisors | 7,492 | $878.0K | 0.10% | −68−0.9% | Reduced |
| GeoWealth Management, LLC | 7,473 | $875.8K | 0.04% | +4,326+137.5% | Added |
| Park Avenue Securities LLC | 7,424 | $870.0K | 0.01% | +103+1.4% | Added |
| Lido Advisors, LLC | 7,423 | $869.9K | 0.01% | +1,113+17.6% | Added |
| HB Wealth Management, LLC | 7,420 | $869.6K | 0.01% | +666+9.9% | Added |
| Belpointe Asset Management LLC | 7,370 | $863.7K | 0.06% | −101−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 7,316 | $857.4K | 0.31% | +69+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 7,310 | $856.7K | 0.02% | +7,310 | New |
| Etesian Wealth Advisors, Inc. | 7,298 | $855.3K | 0.48% | −527−6.7% | Reduced |
| Avidian Wealth Solutions, LLC | 7,268 | $851.8K | 0.04% | +268+3.8% | Added |
| Ritholtz Wealth Management | 7,240 | $848.4K | 0.03% | +979+15.6% | Added |
| Great Valley Advisor Group, Inc. | 7,207 | $844.3K | 0.02% | −349−4.6% | Reduced |
| Marietta Investment Partners LLC | 7,200 | $843.8K | 0.19% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,192 | $842.8K | 0.10% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,191 | $842.7K | 0.02% | −952−11.7% | Reduced |
| Woodward Diversified Capital, LLC | 7,173 | $840.6K | 0.49% | +130+1.8% | Added |
| Kowal Investment Group, LLC | 7,097 | $831.6K | 0.17% | +191+2.8% | Added |