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, 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 | 1,417 | $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, 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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 3,749 | $444.0K | 0.28% | −139−3.6% | Reduced |
| Everstar Asset Management, LLC | 3,750 | $444.5K | 0.31% | −1,782−32.2% | Reduced |
| Goldstone Financial Group, LLC | 3,754 | $445.0K | 0.07% | +229+6.5% | Added |
| Pacitti Group Inc. | 3,761 | $445.8K | 0.21% | −329−8.0% | Reduced |
| Tiaa Trust, National Association | 3,762 | $445.9K | 0.00% | −108−2.8% | Reduced |
| Premier Path Wealth Partners, LLC | 3,779 | $447.9K | 0.07% | +5+0.1% | Added |
| Cornerstone Wealth Management, LLC | 3,784 | $448.5K | 0.03% | +99+2.7% | Added |
| Keel Point, LLC | 3,798 | $450.2K | 0.04% | +25+0.7% | Added |
| Mount Lucas Management LP | 3,831 | $454.1K | 0.16% | −765−16.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,857 | $457.2K | 0.01% | +747+24.0% | Added |
| Umb Bank N A | 3,861 | $457.6K | 0.01% | +201+5.5% | Added |
| Teza Capital Management LLC | 3,867 | $458.4K | 0.07% | +3,867 | New |
| SPC Financial, Inc. | 3,873 | $459.1K | 0.04% | +100+2.7% | Added |
| Hudock, Inc. | 3,879 | $459.8K | 0.08% | −37−0.9% | Reduced |
| New Hampshire Trust | 3,891 | $461.2K | 0.10% | +7+0.2% | Added |
| Pure Financial Advisors, Inc. | 3,898 | $462.0K | 0.01% | +150+4.0% | Added |
| Warren Averett Asset Management, LLC | 3,909 | $463.4K | 0.01% | +1,953+99.8% | Added |
| Citizens Financial Group Inc | 3,968 | $470.4K | 0.01% | −219−5.2% | Reduced |
| Aviance Capital Partners, LLC | 3,975 | $471.1K | 0.07% | +301+8.2% | Added |
| Cypress Advisory Group LLC | 3,992 | $473.2K | 0.44% | +3,992 | New |
| Abn Amro Investment Solutions | 4,003 | $474.5K | 0.01% | −141−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,033 | $478.0K | 0.03% | +290+7.7% | Added |
| Transcend Wealth Collective, LLC | 4,035 | $478.3K | 0.03% | −400−9.0% | Reduced |
| National Philanthropic Trust | 4,044 | $479.3K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,045 | $479.5K | 0.12% | −25−0.6% | Reduced |
| Oliver Luxxe Assets LLC | 3,961 | $479.7K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,102 | $486.2K | 0.03% | +1,970+92.4% | Added |
| Whittier Trust Co | 4,140 | $490.7K | 0.01% | +314+8.2% | Added |
| Syon Capital LLC | 4,163 | $493.4K | 0.04% | +545+15.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,165 | $493.7K | 0.10% | +604+17.0% | Added |
| Thrive Wealth Management, LLC | 4,167 | $493.9K | 0.09% | −65−1.5% | Reduced |
| Texas Bank & Trust Co | 4,194 | $497.1K | 0.20% | +4,194 | New |
| Virtue Capital Management, LLC | 4,196 | $497.4K | 0.10% | −90−2.1% | Reduced |
| Field & Main Bank | 4,235 | $502.0K | 0.18% | −20−0.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,238 | $502.3K | 0.01% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 4,245 | $503.2K | 0.12% | +5+0.1% | Added |
| Buckingham Strategic Partners | 4,282 | $507.5K | 0.01% | −174−3.9% | Reduced |
| Centennial Wealth Advisory LLC | 4,297 | $509.3K | 0.20% | +259+6.4% | Added |
| Trust Asset Management LLC | 4,319 | $511.9K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,321 | $512.2K | 0.25% | +729+20.3% | Added |
| Polymer Capital Management (US) LLC | 4,344 | $514.9K | 0.17% | +4,344 | New |
| AdvisorNet Financial, Inc | 4,364 | $517.3K | 0.04% | −180−4.0% | Reduced |
| Westbourne Investments, Inc. | 4,381 | $519.3K | 0.31% | +4,381 | New |
| Capital Asset Advisory Services LLC | 4,363 | $519.8K | 0.03% | −16−0.4% | Reduced |
| Schnieders Capital Management LLC | 4,401 | $521.7K | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 4,407 | $522.4K | 0.05% | +315+7.7% | Added |
| GWN Securities Inc. | 4,453 | $522.4K | 0.14% | +4,453 | New |
| Red Door Wealth Management, LLC | 4,412 | $523.0K | 0.08% | −58−1.3% | Reduced |
| First United Bank Trust | 4,417 | $523.5K | 0.19% | −71−1.6% | Reduced |
| Strategy Asset Managers LLC | 4,425 | $524.5K | 0.10% | −430−8.9% | Reduced |
| BNP Paribas | 4,447 | $527.1K | 0.02% | +3,752+539.9% | Added |
| SeaCrest Wealth Management, LLC | 4,448 | $527.2K | 0.06% | +242+5.8% | Added |
| Kennebec Savings Bank | 4,543 | $528.3K | 0.53% | −93−2.0% | Reduced |
| Bingham Private Wealth, LLC | 4,474 | $530.3K | 0.56% | +4,474 | New |
| Cascade Investment Group, Inc. | 4,529 | $536.8K | 0.38% | −235−4.9% | Reduced |
| Gladstone Institutional Advisory LLC | 4,530 | $537.0K | 0.02% | −156−3.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,562 | $540.7K | 0.38% | +295+6.9% | Added |
| Indiana Trust & Investment Management CO | 4,563 | $540.9K | 0.18% | +175+4.0% | Added |
| Vise Technologies, Inc. | 4,581 | $543.0K | 0.05% | +451+10.9% | Added |
| TrueWealth Advisors, LLC | 4,586 | $543.6K | 0.18% | +426+10.2% | Added |
| LVW Advisors, LLC | 4,628 | $548.6K | 0.07% | −1,132−19.7% | Reduced |
| Affiance Financial, LLC | 4,688 | $555.8K | 0.13% | +6+0.1% | Added |
| KWB Wealth | 4,623 | $559.8K | 0.07% | +1,267+37.8% | Added |
| Clarity Financial LLC | 4,752 | $563.3K | 0.07% | −240−4.8% | Reduced |
| Summit Financial, LLC | 4,798 | $568.7K | 0.02% | +2,390+99.3% | Added |
| Parallel Advisors, LLC | 4,817 | $571.0K | 0.01% | −254−5.0% | Reduced |
| Good Life Advisors, LLC | 4,818 | $571.1K | 0.04% | −71−1.5% | Reduced |
| Twinbeech Capital LP | 4,820 | $571.3K | 0.01% | −1,569−24.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,839 | $573.7K | 0.04% | +1,465+43.4% | Added |
| Sagespring Wealth Partners, LLC | 4,885 | $579.0K | 0.02% | +4,885 | New |
| Atlas Capital Advisors LLC | 4,894 | $580.1K | 0.07% | −58−1.2% | Reduced |
| Manske Wealth Management | 4,916 | $582.7K | 0.23% | +4,916 | New |
| Tyche Wealth Partners LLC | 4,933 | $584.7K | 0.12% | −949−16.1% | Reduced |
| Savvy Advisors, Inc. | 4,963 | $588.2K | 0.07% | +4,963 | New |
| Checchi Capital Advisers, LLC | 4,980 | $590.3K | 0.04% | +180+3.8% | Added |
| Pensionmark Financial Group, LLC | 4,981 | $590.4K | 0.02% | +2,189+78.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,987 | $591.1K | 0.09% | −531−9.6% | Reduced |
| Profund Advisors LLC | 4,992 | $591.7K | 0.02% | −900−15.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,019 | $594.9K | 0.02% | +72+1.5% | Added |
| Richard W. Paul & Associates, LLC | 5,032 | $596.5K | 0.22% | +83+1.7% | Added |
| TownSquare Capital, LLC | 5,067 | $600.6K | 0.01% | −72−1.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,076 | $601.6K | 0.08% | −69−1.3% | Reduced |
| Everhart Financial Group, Inc. | 5,084 | $602.6K | 0.12% | +149+3.0% | Added |
| Sentinus, LLC | 5,095 | $604.0K | 0.18% | +12+0.2% | Added |
| Total Wealth Planning & Management, Inc. | 5,096 | $604.0K | 0.59% | +5,096 | New |
| Berkeley Capital Partners, LLC | 5,100 | $604.5K | 0.17% | +126+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,129 | $608.0K | 0.01% | −270−5.0% | Reduced |
| Cambria Investment Management, L.P. | 5,147 | $610.1K | 0.04% | +1,189+30.0% | Added |
| Heritage Trust Co | 5,153 | $610.8K | 0.07% | +5,153 | New |
| Huntleigh Advisors, Inc. | 5,187 | $614.8K | 0.13% | +5,187 | New |
| Dorsey & Whitney Trust CO LLC | 5,189 | $615.1K | 0.03% | −1,056−16.9% | Reduced |
| LCNB Corp | 5,214 | $618.0K | 0.23% | −75−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,246 | $621.9K | 0.02% | −28−0.5% | Reduced |
| Beacon Investment Advisors LLC | 5,251 | $622.5K | 0.29% | −11−0.2% | Reduced |
| MUFG Securities Americas Inc. | 5,256 | $623.0K | 0.08% | +5,256 | New |
| apricus wealth, LLC | 5,286 | $626.5K | 0.41% | +113+2.2% | Added |
| Western Wealth Management, LLC | 5,289 | $626.9K | 0.03% | +522+11.0% | Added |
| Zhang Financial LLC | 5,294 | $627.5K | 0.04% | +37+0.7% | Added |
| Raleigh Capital Management Inc. | 5,322 | $630.9K | 0.24% | −237−4.3% | Reduced |
| Perritt Capital Management Inc | 5,342 | $633.3K | 0.33% | +18+0.3% | Added |