Skip to main content

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.

Other share classesPFHPRHPRS

13F holders, Q3 2024

Institutional positions in Prudential Financial Inc as of Sep 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
1,302
+12 vs. Q2 2024
Shares held
207.6M
+32.5M (+18.5%) vs. Q2 2024
Total value
$25.0B
+$4.51B (+22.0%) vs. Q2 2024
New holders
102
501 more added
Sold out
90
479 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,302 institutions
Q1 2021: 1,051 institutionsQ2 2021: 1,075 institutionsQ3 2021: 1,097 institutionsQ4 2021: 1,201 institutionsQ1 2022: 1,218 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,124 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,149 institutionsQ2 2023: 1,148 institutionsQ3 2023: 1,160 institutionsQ4 2023: 1,234 institutionsQ1 2024: 1,263 institutionsQ2 2024: 1,301 institutionsQ3 2024: 1,302 institutionsQ4 2024: 1,374 institutionsQ1 2025: 1,335 institutionsQ2 2025: 1,313 institutionsQ3 2025: 1,312 institutionsQ4 2025: 1,412 institutionsQ1 2026: 1,366 institutionsQ2 2026: 1,417 institutions
Value heldQ3 2024: $25.0B
Q1 2021: $20.0BQ2 2021: $22.6BQ3 2021: $22.8BQ4 2021: $23.2BQ1 2022: $25.7BQ2 2022: $20.5BQ3 2022: $18.3BQ4 2022: $21.0BQ1 2023: $17.1BQ2 2023: $17.7BQ3 2023: $19.0BQ4 2023: $21.2BQ1 2024: $24.1BQ2 2024: $24.2BQ3 2024: $25.0BQ4 2024: $25.4BQ1 2025: $23.8BQ2 2025: $22.6BQ3 2025: $21.8BQ4 2025: $24.1BQ1 2026: $21.1BQ2 2026: $23.5B
Institutions holding PRU and their total value by quarter
QuarterHoldersValue
Q2 20261,417$23.5B
Q1 20261,366$21.1B
Q4 20251,412$24.1B
Q3 20251,312$21.8B
Q2 20251,313$22.6B
Q1 20251,335$23.8B
Q4 20241,374$25.4B
Q3 20241,302$25.0B
Q2 20241,301$24.2B
Q1 20241,263$24.1B
Q4 20231,234$21.2B
Q3 20231,160$19.0B
Q2 20231,148$17.7B
Q1 20231,149$17.1B
Q4 20221,223$21.0B
Q3 20221,124$18.3B
Q2 20221,150$20.5B
Q1 20221,218$25.7B
Q4 20211,201$23.2B
Q3 20211,097$22.8B
Q2 20211,075$22.6B
Q1 20211,051$20.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q2 2024.

Institutions holding PRU in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Asset Advisory Services LLC4,379$529.4K0.03%+9+0.2%Added
Indiana Trust & Investment Management CO4,388$531.4K0.18%00.0%Unchanged
Schnieders Capital Management LLC4,401$533.0K0.10%−75−1.7%Reduced
Transcend Wealth Collective, LLC4,435$537.1K0.04%−10.0%Reduced
Buckingham Strategic Partners4,456$539.6K0.01%+188+4.4%Added
Red Door Wealth Management, LLC4,470$541.4K0.09%+532+13.5%Added
First United Bank Trust4,488$543.5K0.20%−75−1.6%Reduced
MQS Management LLC4,528$548.3K0.31%+4,528New
AdvisorNet Financial, Inc4,544$550.3K0.04%+636+16.3%Added
Mount Lucas Management LP4,596$556.6K0.19%+157+3.5%Added
Kennebec Savings Bank4,636$561.4K0.56%+4,636New
Affiance Financial, LLC4,682$567.0K0.14%+7+0.1%Added
Ronald Blue Trust, Inc.4,843$567.5K0.01%+2,300+90.4%Added
Gladstone Institutional Advisory LLC4,686$567.5K0.03%+109+2.4%Added
Autumn Glory Partners, LLC4,700$569.2K0.22%+4,700New
Cascade Investment Group, Inc.4,764$576.9K0.42%−22−0.5%Reduced
Western Wealth Management, LLC4,767$577.3K0.03%−48−1.0%Reduced
Checchi Capital Advisers, LLC4,800$581.3K0.04%−115−2.3%Reduced
Strategy Asset Managers LLC4,855$587.9K0.11%+4,855New
Good Life Advisors, LLC4,889$592.4K0.04%+754+18.2%Added
Lion Street Advisors, LLC4,933$597.4K0.21%+120+2.5%Added
Everhart Financial Group, Inc.4,935$597.6K0.13%+980+24.8%Added
Quantitative Investment Management, LLC4,950$599.0K0.06%+643+14.9%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,947$599.1K0.02%+210+4.4%Added
Richard W. Paul & Associates, LLC4,949$599.3K0.22%+76+1.6%Added
Atlas Capital Advisors LLC4,952$599.7K0.09%−3,446−41.0%Reduced
Berkeley Capital Partners, LLC4,974$602.3K0.17%−55−1.1%Reduced
Wedbush Securities Inc4,981$603.0K0.02%+3+0.1%Added
Clarity Financial LLC4,992$604.5K0.07%+300+6.4%Added
Parallel Advisors, LLC5,071$614.1K0.01%−208−3.9%Reduced
Sentinus, LLC5,083$615.5K0.23%−50−1.0%Reduced
TownSquare Capital, LLC5,139$622.4K0.01%−58−1.1%Reduced
Patriot Financial Group Insurance Agency, LLC5,145$623.0K0.08%+27+0.5%Added
apricus wealth, LLC5,173$626.5K0.41%00.0%Unchanged
Perigon Wealth Management, LLC5,206$630.5K0.02%+133+2.6%Added
Foundations Investment Advisors, LLC5,235$634.0K0.01%+1,294+32.8%Added
Argent Financial Group, Inc.5,251$635.9K0.08%+5,251New
Zhang Financial LLC5,257$636.6K0.04%−3−0.1%Reduced
Beacon Investment Advisors LLC5,262$637.3K0.30%+9+0.2%Added
Valeo Financial Advisors, LLC5,274$638.7K0.02%−20−0.4%Reduced
Quartz Partners, LLC5,278$639.2K0.40%+5,278New
LCNB Corp5,289$640.5K0.23%00.0%Unchanged
Banco Santander, S.A.5,313$643.4K0.01%+586+12.4%Added
Perritt Capital Management Inc5,324$644.8K0.33%−62−1.2%Reduced
Connecticut Wealth Management, LLC5,359$649.0K0.03%+20.0%Added
Prime Capital Investment Advisors, LLC5,399$653.8K0.01%−1,511−21.9%Reduced
Meiji Yasuda Life Insurance Co5,400$653.9K0.01%−1,910−26.1%Reduced
Arkadios Wealth Advisors5,423$656.8K0.04%+400+8.0%Added
OmniStar Financial Group, Inc.5,427$659.5K0.49%+5,427New
Geneos Wealth Management Inc.5,464$661.7K0.03%+2,562+88.3%Added
Brown Advisory Inc5,464$661.7K0.00%−826−13.1%Reduced
Patron Partners Advisors, LLC5,504$666.5K0.37%−95−1.7%Reduced
Agf Management Ltd5,509$667.1K0.00%−2,734−33.2%Reduced
Pinnacle Wealth Planning Services, Inc.5,518$668.2K0.09%−45−0.8%Reduced
Aptus Capital Advisors, LLC5,527$669.3K0.01%+275+5.2%Added
Everstar Asset Management, LLC5,532$669.9K0.46%+5,532New
Allworth Financial LP5,549$671.9K0.00%+54+1.0%Added
Raleigh Capital Management Inc.5,559$673.2K0.26%−603−9.8%Reduced
WBH Advisory Inc5,590$677.0K0.06%−29−0.5%Reduced
Capital Investment Advisory Services, LLC5,617$680.2K0.06%−106−1.9%Reduced
Mesirow Financial Investment Management, Inc.5,647$683.8K0.01%+347+6.5%Added
Forza Wealth Management, LLC5,647$683.9K0.31%00.0%Unchanged
Rogco, LP5,657$685.1K0.27%−210−3.6%Reduced
Point72 Asia (Singapore) Pte. Ltd.5,709$691.3K0.13%+5,709New
Pinnacle West Asset Management, Inc.5,745$696.0K0.50%−50−0.9%Reduced
LVW Advisors, LLC5,760$697.5K0.09%−1,819−24.0%Reduced
Element Wealth, LLC5,763$697.9K0.37%−389−6.3%Reduced
DoubleLine ETF Adviser LP5,765$698.1K0.17%−411−6.7%Reduced
WSFS Capital Management, LLC5,787$700.8K0.04%−71−1.2%Reduced
Johnson Financial Group, Inc.5,792$701.4K0.03%+286+5.2%Added
Old National Bancorp5,840$707.2K0.02%−101−1.7%Reduced
Panagora Asset Management Inc5,870$710.9K0.00%−32−0.5%Reduced
We Are One Seven, LLC5,877$711.7K0.03%+265+4.7%Added
BKD Wealth Advisors, LLC5,881$712.2K0.02%+340+6.1%Added
Tyche Wealth Partners LLC5,882$712.3K0.16%−543−8.5%Reduced
Profund Advisors LLC5,892$713.5K0.03%+671+12.9%Added
Private Portfolio Partners LLC5,935$718.7K0.13%+5,935New
Versor Investments LP5,961$721.9K0.11%−4,239−41.6%Reduced
Global Retirement Partners, LLC5,968$722.8K0.02%+367+6.6%Added
NorthRock Partners, LLC5,990$725.4K0.02%−69−1.1%Reduced
Wealthcare Advisory Partners LLC6,021$729.1K0.02%−2,342−28.0%Reduced
Perpetual Ltd6,031$730.4K0.01%−2,129−26.1%Reduced
Independent Financial Group, LLC6,069$735.0K0.03%−382−5.9%Reduced
Lakeview Capital Partners, LLC6,110$740.0K0.12%−5,144−45.7%Reduced
Hardy Reed LLC6,202$751.1K0.07%+98+1.6%Added
Investors Research Corp6,217$752.9K0.16%−625−9.1%Reduced
Schonfeld Strategic Advisors LLC6,225$753.8K0.01%−124,697−95.2%Reduced
Dorsey & Whitney Trust CO LLC6,245$756.3K0.04%+324+5.5%Added
Fifth Third Wealth Advisors LLC6,252$757.1K0.05%+2,567+69.7%Added
Ellevest, Inc.6,254$757.4K0.04%−758−10.8%Reduced
Horizon Investments, LLC6,279$760.4K0.02%−672−9.7%Reduced
McGlone Suttner Wealth Management, Inc.6,310$764.2K0.16%+1,327+26.6%Added
Wolverine Trading, LLC6,340$765.9K0.02%−671−9.6%Reduced
Shell Asset Management Co6,345$768.0K0.03%+6,345New
Hikari Power Ltd6,350$769.0K0.06%00.0%Unchanged
Twinbeech Capital LP6,389$773.7K0.01%+6,389New
Fulton Bank, N.A.6,438$779.6K0.03%−163−2.5%Reduced
Hillsdale Investment Management Inc.6,490$785.9K0.06%+6,490New
Accurate Wealth Management, LLC6,256$787.1K0.16%−181−2.8%Reduced
Walleye Capital LLC6,512$788.6K0.01%+200+3.2%Added