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; 1,416 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Prudential Financial Inc as of Dec 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
- 1,374
- +98 vs. Q3 2024
- Shares held
- 214.4M
- +7.59M (+3.7%) vs. Q3 2024
- Total value
- $25.4B
- +$476.3M (+1.9%) vs. Q3 2024
- New holders
- 182
- 504 more added
- Sold out
- 84
- 461 more reduced
26 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,416 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Community Bank | 360 | $42.7K | 0.02% | −15,258−97.7% | Reduced |
| Fourth Dimension Wealth, LLC | 361 | $42.8K | 0.02% | +361 | New |
| Transce3nd, LLC | 362 | $42.9K | 0.01% | +362 | New |
| Stephens Consulting, LLC | 367 | $43.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 367 | $43.5K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 382 | $45.3K | 0.04% | +4+1.1% | Added |
| Rosenberg Matthew Hamilton | 384 | $45.5K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 394 | $46.7K | 0.01% | +163+70.6% | Added |
| Security National Bank | 400 | $47.4K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 401 | $47.5K | 0.01% | +401 | New |
| Hemington Wealth Management | 405 | $48.0K | 0.01% | +49+13.8% | Added |
| Ritter Daniher Financial Advisory LLC | 412 | $48.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 416 | $49.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 420 | $49.8K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 420 | $49.8K | 0.00% | +93+28.4% | Added |
| LMR Partners LLP | 428 | $50.7K | 0.00% | +203+90.2% | Added |
| Slocum, Gordon & Co LLP | 433 | $51.3K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 438 | $51.9K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 440 | $52.2K | 0.00% | +440 | New |
| Capital Analysts, LLC | 447 | $53.0K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 497 | $54.0K | 0.00% | +497 | New |
| Kentucky Trust Co | 458 | $54.3K | 0.03% | +458 | New |
| Bare Financial Services, Inc | 463 | $54.9K | 0.02% | +463 | New |
| Graney & King, LLC | 466 | $55.3K | 0.04% | +466 | New |
| Concord Wealth Partners | 488 | $57.8K | 0.01% | −30−5.8% | Reduced |
| SOA Wealth Advisors, LLC. | 488 | $57.8K | 0.01% | +1+0.2% | Added |
| Toth Financial Advisory Corp | 488 | $57.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 490 | $58.1K | 0.01% | +192+64.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $59.3K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $59.3K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 461 | $59.7K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 508 | $60.2K | 0.00% | +63+14.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 510 | $60.5K | 0.02% | +240+88.9% | Added |
| Loomis Sayles & Co L P | 514 | $61.0K | 0.00% | +514 | New |
| Cornerstone Planning Group LLC | 511 | $61.6K | 0.02% | −12−2.3% | Reduced |
| Fortis Group Advisors, LLC | 522 | $61.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 542 | $64.3K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 550 | $65.2K | 0.02% | +39+7.6% | Added |
| Tobam | 557 | $66.0K | 0.02% | −83−13.0% | Reduced |
| Beacon Capital Management, LLC | 568 | $67.3K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 568 | $67.4K | 0.01% | +568 | New |
| Harbor Investment Advisory, LLC | 570 | $67.5K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 570 | $67.6K | 0.01% | +200+54.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 572 | $67.8K | 0.01% | +39+7.3% | Added |
| AlphaCentric Advisors LLC | 575 | $68.2K | 0.07% | −95−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 578 | $68.5K | 0.02% | +578 | New |
| Salem Investment Counselors Inc | 580 | $68.7K | 0.00% | −25−4.1% | Reduced |
| PFS Partners, LLC | 585 | $69.3K | 0.04% | +1+0.2% | Added |
| PSI Advisors, LLC | 592 | $70.2K | 0.02% | +160+37.0% | Added |
| Raffa Wealth Management, LLC | 596 | $70.6K | 0.02% | −3−0.5% | Reduced |
| Intact Investment Management Inc. | 600 | $71.1K | 0.00% | +600 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 600 | $72.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 616 | $73.0K | 0.02% | −9−1.4% | Reduced |
| Glen Eagle Advisors, LLC | 624 | $74.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 637 | $75.0K | 0.02% | +3+0.5% | Added |
| First Financial Corp | 638 | $75.6K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 644 | $76.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 644 | $76.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 662 | $78.5K | 0.01% | −131−16.5% | Reduced |
| DT Investment Partners, LLC | 668 | $79.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 675 | $80.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 675 | $80.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 682 | $80.9K | 0.03% | +2+0.3% | Added |
| Founders Capital Management | 700 | $83.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 701 | $83.1K | 0.01% | −19−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 705 | $83.6K | 0.01% | +1+0.1% | Added |
| Criterion Capital Advisors, LLC | 723 | $84.7K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 726 | $86.1K | 0.00% | −65−8.2% | Reduced |
| Crowley Wealth Management, Inc. | 728 | $86.3K | 0.08% | +728 | New |
| Sandy Spring Bank | 732 | $86.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 754 | $89.4K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 765 | $90.4K | 0.01% | −208−21.4% | Reduced |
| Proffitt & Goodson Inc | 773 | $91.6K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 795 | $94.2K | 0.01% | +46+6.1% | Added |
| Citizens National Bank Trust Department | 800 | $94.8K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $94.8K | 0.03% | +319+66.3% | Added |
| HHM Wealth Advisors, LLC | 818 | $97.0K | 0.01% | +189+30.0% | Added |
| Covestor Ltd | 815 | $97.0K | 0.06% | +322+65.3% | Added |
| St Germain D J Co Inc | 837 | $99.2K | 0.00% | +300+55.9% | Added |
| Rakuten Securities, Inc. | 853 | $101.1K | 0.04% | +846+12,085.7% | Added |
| Sugarloaf Wealth Management, LLC | 860 | $102.0K | 0.02% | −601−41.1% | Reduced |
| City State Bank | 879 | $104.2K | 0.04% | −310−26.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 882 | $104.5K | 0.01% | −291−24.8% | Reduced |
| Rothschild Investment LLC | 884 | $104.7K | 0.01% | +32+3.8% | Added |
| Islay Capital Management, LLC | 894 | $106.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 900 | $106.7K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 900 | $106.7K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 958 | $113.6K | 0.03% | +856+839.2% | Added |
| HM Payson & Co | 965 | $114.4K | 0.00% | −11−1.1% | Reduced |
| Valley National Advisers Inc | 997 | $118.0K | 0.02% | +409+69.6% | Added |
| MV Capital Management, Inc. | 1,013 | $120.1K | 0.01% | −6−0.6% | Reduced |
| City Holding Co | 1,018 | $120.7K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,025 | $121.5K | 0.09% | +1,025 | New |
| Coastline Trust Co | 1,030 | $122.1K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,045 | $123.9K | 0.00% | −2,255−68.3% | Reduced |
| Gen-Wealth Partners Inc | 1,082 | $128.2K | 0.06% | −183−14.5% | Reduced |
| Cromwell Holdings LLC | 1,082 | $128.2K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,086 | $128.7K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,103 | $130.7K | 0.06% | +127+13.0% | Added |
| SRS Capital Advisors, Inc. | 1,117 | $132.4K | 0.01% | +254+29.4% | Added |