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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 1,915 | $227.0K | 0.07% | −28−1.4% | Reduced |
| Jmac Enterprises LLC | 1,912 | $226.7K | 0.04% | +6+0.3% | Added |
| Lindbrook Capital, LLC | 1,908 | $226.2K | 0.02% | −72−3.6% | Reduced |
| Values Added Financial LLC | 1,906 | $225.9K | 0.13% | +1,906 | New |
| Beach Investment Counsel Inc | 1,900 | $225.0K | 0.03% | −300−13.6% | Reduced |
| Eads & Heald Wealth Management | 1,896 | $225.0K | 0.11% | −4−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,893 | $224.4K | 0.05% | +2+0.1% | Added |
| Coastal Investment Advisors, Inc. | 1,876 | $223.5K | 0.09% | +1,876 | New |
| Armis Advisers, LLC | 1,878 | $222.6K | 0.03% | +1,878 | New |
| OneAscent Financial Services LLC | 1,870 | $222.0K | 0.02% | +1,870 | New |
| Golden State Equity Partners | 1,868 | $221.4K | 0.04% | +1,772+1,845.8% | Added |
| Bolthouse Investments, LLC | 1,867 | $221.3K | 0.20% | +1,867 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,867 | $221.3K | 0.02% | +65+3.6% | Added |
| NewEdge Wealth, LLC | 1,859 | $220.3K | 0.00% | +68+3.8% | Added |
| Welch & Forbes LLC | 1,858 | $220.2K | 0.00% | +1,858 | New |
| Hofer & Associates. Inc | 1,848 | $219.1K | 0.15% | +22+1.2% | Added |
| Sage Mountain Advisors LLC | 1,844 | $218.5K | 0.02% | −27−1.4% | Reduced |
| Silvant Capital Management LLC | 1,838 | $217.9K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,907 | $217.5K | 0.03% | +2+0.1% | Added |
| Oakworth Capital, Inc. | 1,834 | $217.4K | 0.01% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,806 | $214.1K | 0.16% | +10+0.6% | Added |
| EverSource Wealth Advisors, LLC | 1,804 | $213.8K | 0.01% | +17+1.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,793 | $212.6K | 0.07% | −198−9.9% | Reduced |
| Ameriflex Group, Inc. | 1,754 | $211.8K | 0.10% | +1,754 | New |
| Leo Wealth, LLC | 1,785 | $211.6K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,785 | $211.5K | 0.01% | +51+2.9% | Added |
| Busey Wealth Management | 1,781 | $211.1K | 0.01% | +1,781 | New |
| Mechanics Financial Corp | 1,781 | $211.1K | 0.09% | −40−2.2% | Reduced |
| Private Wealth Advisors | 1,779 | $210.9K | 0.09% | +1+0.1% | Added |
| Los Angeles Capital Management LLC | 1,778 | $210.7K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,775 | $210.4K | 0.03% | +3+0.2% | Added |
| Auxano Advisors, LLC | 1,769 | $209.7K | 0.05% | +13+0.7% | Added |
| Asset Allocation & Management Company, LLC | 1,763 | $209.0K | 0.11% | +1,763 | New |
| Sittner & Nelson, LLC | 1,756 | $208.2K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,750 | $207.4K | 0.02% | −61−3.4% | Reduced |
| Haverford Trust Co | 1,747 | $207.1K | 0.00% | −154−8.1% | Reduced |
| Maridea Wealth Management LLC | 1,747 | $207.0K | 0.07% | +1,747 | New |
| Wendell David Associates Inc | 1,750 | $207.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,732 | $205.3K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,729 | $205.0K | 0.01% | −158−8.4% | Reduced |
| Anchor Investment Management, LLC | 1,721 | $204.0K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,715 | $203.3K | 0.03% | +1+0.1% | Added |
| Verus Capital Partners, LLC | 1,707 | $202.4K | 0.02% | +1,707 | New |
| Stratos Wealth Advisors, LLC | 1,707 | $202.3K | 0.01% | −491−22.3% | Reduced |
| Fire Capital Management LLC | 1,705 | $202.1K | 0.15% | +1,705 | New |
| Sheaff Brock Investment Advisors, LLC | 1,700 | $201.5K | 0.02% | −101−5.6% | Reduced |
| JT Stratford LLC | 1,699 | $201.4K | 0.03% | +1,699 | New |
| Assetmark, Inc | 1,684 | $199.6K | 0.00% | +657+64.0% | Added |
| Farmers & Merchants Investments Inc | 1,655 | $196.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,654 | $196.0K | 0.01% | −112−6.3% | Reduced |
| Allianz SE | 1,650 | $194.9K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,606 | $190.4K | 0.10% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,573 | $186.4K | 0.09% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,572 | $179.9K | 0.00% | +1,572 | New |
| Brown Brothers Harriman & Co | 1,506 | $178.5K | 0.00% | +98+7.0% | Added |
| Eastern Bank | 1,488 | $176.4K | 0.00% | −29−1.9% | Reduced |
| Trust Co of Vermont | 1,484 | $175.9K | 0.01% | +572+62.7% | Added |
| Centaurus Financial, Inc. | 1,471 | $174.0K | 0.01% | −33−2.2% | Reduced |
| Global Financial Private Client, LLC | 1,418 | $168.1K | 0.06% | +9+0.6% | Added |
| Trust Co | 1,400 | $165.9K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,386 | $164.3K | 0.01% | +113+8.9% | Added |
| TFC Financial Management | 1,371 | $162.6K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,361 | $161.3K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,361 | $161.0K | 0.08% | −222−14.0% | Reduced |
| CVA Family Office, LLC | 1,333 | $158.0K | 0.03% | +177+15.3% | Added |
| Skopos Labs, Inc. | 1,331 | $157.7K | 0.05% | +213+19.1% | Added |
| Montag A & Associates Inc | 1,325 | $157.1K | 0.01% | +375+39.5% | Added |
| Mather Group, LLC. | 1,291 | $153.0K | 0.00% | +518+67.0% | Added |
| Van Hulzen Asset Management, LLC | 1,275 | $151.1K | 0.01% | +1,275 | New |
| Washington Trust Co | 1,258 | $149.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,250 | $148.2K | 0.02% | +1,250 | New |
| Larson Financial Group LLC | 1,189 | $141.0K | 0.01% | +474+66.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,144 | $135.7K | 0.03% | +152+15.3% | Added |
| Truvestments Capital LLC | 1,130 | $133.9K | 0.03% | +236+26.4% | Added |
| SRS Capital Advisors, Inc. | 1,117 | $132.4K | 0.01% | +254+29.4% | Added |
| Lowe Wealth Advisors, LLC | 1,103 | $130.7K | 0.06% | +127+13.0% | Added |
| Prestige Wealth Management Group LLC | 1,086 | $128.7K | 0.03% | 00.0% | Unchanged |
| 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 |
| Systematic Financial Management LP | 1,045 | $123.9K | 0.00% | −2,255−68.3% | Reduced |
| Coastline Trust Co | 1,030 | $122.1K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,025 | $121.5K | 0.09% | +1,025 | New |
| City Holding Co | 1,018 | $120.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,013 | $120.1K | 0.01% | −6−0.6% | Reduced |
| Valley National Advisers Inc | 997 | $118.0K | 0.02% | +409+69.6% | Added |
| HM Payson & Co | 965 | $114.4K | 0.00% | −11−1.1% | Reduced |
| Addison Advisors LLC | 958 | $113.6K | 0.03% | +856+839.2% | Added |
| Evermay Wealth Management LLC | 900 | $106.7K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 900 | $106.7K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 894 | $106.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 884 | $104.7K | 0.01% | +32+3.8% | Added |
| BOK Financial Private Wealth, Inc. | 882 | $104.5K | 0.01% | −291−24.8% | Reduced |
| City State Bank | 879 | $104.2K | 0.04% | −310−26.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 860 | $102.0K | 0.02% | −601−41.1% | Reduced |
| Rakuten Securities, Inc. | 853 | $101.1K | 0.04% | +846+12,085.7% | Added |
| St Germain D J Co Inc | 837 | $99.2K | 0.00% | +300+55.9% | Added |
| Covestor Ltd | 815 | $97.0K | 0.06% | +322+65.3% | Added |
| HHM Wealth Advisors, LLC | 818 | $97.0K | 0.01% | +189+30.0% | 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 |