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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sonoma Private Wealth LLC | 1,656 | $200.5K | 0.31% | +1,656 | New |
| Farmers & Merchants Investments Inc | 1,655 | $200.4K | 0.01% | −100−5.7% | Reduced |
| Ascent Group, LLC | 1,654 | $200.3K | 0.02% | +1,654 | New |
| King Wealth | 1,654 | $200.0K | 0.03% | −73−4.2% | Reduced |
| Allianz SE | 1,650 | $199.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,606 | $194.5K | 0.10% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,583 | $192.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 1,576 | $190.9K | 0.03% | +1,576 | New |
| Gables Capital Management Inc. | 1,573 | $190.5K | 0.10% | 00.0% | Unchanged |
| Eastern Bank | 1,517 | $183.7K | 0.00% | −12,110−88.9% | Reduced |
| Centaurus Financial, Inc. | 1,504 | $182.0K | 0.01% | −94−5.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,461 | $176.9K | 0.03% | +3+0.2% | Added |
| Global Financial Private Client, LLC | 1,409 | $170.6K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,408 | $170.5K | 0.00% | +196+16.2% | Added |
| Trust Co | 1,400 | $169.5K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,371 | $166.1K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,361 | $164.8K | 0.01% | −1−0.1% | Reduced |
| Gen-Wealth Partners Inc | 1,265 | $160.2K | 0.07% | +6+0.5% | Added |
| Y.D. More Investments Ltd | 1,273 | $154.2K | 0.02% | +39+3.2% | Added |
| Washington Trust Co | 1,258 | $152.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $145.3K | 0.03% | +300+33.3% | Added |
| City State Bank | 1,189 | $144.0K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,173 | $142.0K | 0.01% | −402−25.5% | Reduced |
| CVA Family Office, LLC | 1,156 | $140.0K | 0.02% | +78+7.2% | Added |
| Skopos Labs, Inc. | 1,118 | $135.4K | 0.04% | +1,118 | New |
| Alta Advisers Ltd | 1,100 | $133.2K | 0.06% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,097 | $132.9K | 0.11% | +1,097 | New |
| Prestige Wealth Management Group LLC | 1,086 | $131.5K | 0.03% | −44−3.9% | Reduced |
| Cromwell Holdings LLC | 1,082 | $131.0K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 1,030 | $124.7K | 0.01% | +1,030 | New |
| Assetmark, Inc | 1,027 | $124.4K | 0.00% | −491−32.3% | Reduced |
| MV Capital Management, Inc. | 1,019 | $123.4K | 0.01% | −108−9.6% | Reduced |
| City Holding Co | 1,018 | $123.3K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 992 | $120.2K | 0.03% | +294+42.1% | Added |
| Lowe Wealth Advisors, LLC | 976 | $118.2K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 976 | $118.2K | 0.00% | +64+7.0% | Added |
| Coppell Advisory Solutions LLC | 973 | $117.6K | 0.02% | −391−28.7% | Reduced |
| Montag A & Associates Inc | 950 | $115.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 935 | $113.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 912 | $110.4K | 0.01% | +109+13.6% | Added |
| Evermay Wealth Management LLC | 900 | $109.0K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 900 | $109.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 894 | $108.3K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 894 | $108.3K | 0.03% | +894 | New |
| SRS Capital Advisors, Inc. | 863 | $104.5K | 0.01% | +237+37.9% | Added |
| Rothschild Investment LLC | 852 | $103.2K | 0.01% | −57−6.3% | Reduced |
| LRI Investments, LLC | 793 | $99.8K | 0.01% | +57+7.7% | Added |
| Citadel Advisors LLC | 820 | $99.3K | 0.00% | −9,974−92.4% | Reduced |
| Planning Capital Management Corp | 817 | $98.9K | 0.07% | +134+19.6% | Added |
| Citizens National Bank Trust Department | 800 | $96.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 791 | $95.8K | 0.00% | +791 | New |
| Continuum Advisory, LLC | 749 | $94.1K | 0.01% | −18−2.3% | Reduced |
| Mather Group, LLC. | 773 | $93.6K | 0.00% | −360−31.8% | Reduced |
| Proffitt & Goodson Inc | 773 | $93.6K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 754 | $91.3K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 732 | $88.6K | 0.00% | −261−26.3% | Reduced |
| MCF Advisors LLC | 720 | $87.2K | 0.01% | −5−0.7% | Reduced |
| Larson Financial Group LLC | 715 | $86.6K | 0.00% | +109+18.0% | Added |
| JFS Wealth Advisors, LLC | 704 | $85.3K | 0.01% | +6+0.9% | Added |
| Founders Capital Management | 700 | $84.8K | 0.05% | −177−20.2% | Reduced |
| Criterion Capital Advisors, LLC | 723 | $84.7K | 0.05% | 00.0% | Unchanged |
| BNP Paribas | 695 | $83.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 680 | $82.4K | 0.03% | +2+0.3% | Added |
| Optimum Investment Advisors | 675 | $81.7K | 0.04% | −450−40.0% | Reduced |
| South State Corp. | 675 | $81.7K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 670 | $81.1K | 0.06% | −11−1.6% | Reduced |
| DT Investment Partners, LLC | 668 | $80.9K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 667 | $80.8K | 0.03% | +667 | New |
| McIlrath & Eck, LLC | 662 | $80.2K | 0.01% | −11−1.6% | Reduced |
| Tobam | 640 | $78.0K | 0.01% | +177+38.2% | Added |
| Manchester Capital Management LLC | 644 | $78.0K | 0.01% | −204−24.1% | Reduced |
| Independence Bank of Kentucky | 644 | $78.0K | 0.02% | +67+11.6% | Added |
| First Financial Corp | 638 | $77.3K | 0.04% | −50−7.3% | Reduced |
| Wintrust Investments LLC | 639 | $77.0K | 0.06% | −7,512−92.2% | Reduced |
| TSFG, LLC | 634 | $77.0K | 0.02% | +2+0.3% | Added |
| HHM Wealth Advisors, LLC | 629 | $76.2K | 0.01% | −51−7.5% | Reduced |
| Key Financial Inc | 625 | $75.7K | 0.02% | +16+2.6% | Added |
| Glen Eagle Advisors, LLC | 624 | $75.6K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $75.2K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 615 | $74.5K | 0.17% | −747−54.8% | Reduced |
| Salem Investment Counselors Inc | 605 | $73.3K | 0.00% | +130+27.4% | Added |
| Raffa Wealth Management, LLC | 599 | $72.6K | 0.02% | +5+0.8% | Added |
| Valley National Advisers Inc | 588 | $71.0K | 0.01% | −423−41.8% | Reduced |
| Alpine Bank Wealth Management | 585 | $70.8K | 0.01% | +585 | New |
| PFS Partners, LLC | 584 | $70.7K | 0.04% | −48−7.6% | Reduced |
| Harbor Investment Advisory, LLC | 570 | $69.0K | 0.01% | −2−0.3% | Reduced |
| Beacon Capital Management, LLC | 568 | $68.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 542 | $65.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 523 | $65.5K | 0.02% | +69+15.2% | Added |
| St Germain D J Co Inc | 537 | $65.0K | 0.00% | −25−4.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 533 | $64.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 531 | $64.3K | 0.00% | +20+3.9% | Added |
| Tacita Capital Inc | 530 | $64.2K | 0.04% | +135+34.2% | Added |
| FinTrust Capital Advisors, LLC | 522 | $63.2K | 0.01% | −452−46.4% | Reduced |
| Fortis Group Advisors, LLC | 522 | $63.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 518 | $62.7K | 0.01% | −15−2.8% | Reduced |
| Leonteq Securities AG | 511 | $61.9K | 0.01% | +215+72.6% | Added |
| WR Wealth Planners, LLC | 511 | $61.9K | 0.02% | +369+259.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $60.5K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $60.5K | 0.04% | +500 | New |