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, Q1 2025
Institutional positions in Prudential Financial Inc as of Mar 31, 2025. 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
- 1,335
- −12 vs. Q4 2024
- Shares held
- 213.2M
- +952.1K (+0.4%) vs. Q4 2024
- Total value
- $23.8B
- −$1.36B (−5.4%) vs. Q4 2024
- New holders
- 111
- 504 more added
- Sold out
- 123
- 502 more reduced
27 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Prudential Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lowe Wealth Advisors, LLC | 1,103 | $123.2K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,135 | $126.8K | 0.02% | +645+131.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,142 | $127.5K | 0.00% | −12,711−91.8% | Reduced |
| CVA Family Office, LLC | 1,171 | $130.8K | 0.02% | −162−12.2% | Reduced |
| Ofi Invest Asset Management | 1,371 | $141.7K | 0.00% | −201−12.8% | Reduced |
| American National Bank | 1,308 | $146.1K | 0.02% | +58+4.6% | Added |
| Truvestments Capital LLC | 1,314 | $146.7K | 0.03% | +184+16.3% | Added |
| Montag A & Associates Inc | 1,325 | $148.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,325 | $148.0K | 0.01% | +650+96.3% | Added |
| Wealth Preservation Advisors, LLC | 1,325 | $148.0K | 0.11% | +1,325 | New |
| Hollencrest Capital Management | 1,360 | $151.9K | 0.01% | −1−0.1% | Reduced |
| TFC Financial Management | 1,371 | $153.2K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,388 | $155.0K | 0.01% | −83−5.6% | Reduced |
| Eastern Bank | 1,398 | $156.1K | 0.00% | −90−6.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,400 | $156.3K | 0.01% | +518+58.7% | Added |
| Trust Co | 1,400 | $156.4K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,431 | $159.8K | 0.06% | +13+0.9% | Added |
| Legacy Bridge, LLC | 1,435 | $160.3K | 0.09% | −171−10.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,454 | $162.5K | 0.03% | +310+27.1% | Added |
| Mather Group, LLC. | 1,479 | $165.2K | 0.00% | +188+14.6% | Added |
| Assetmark, Inc | 1,498 | $167.3K | 0.00% | −186−11.0% | Reduced |
| Brown Brothers Harriman & Co | 1,512 | $168.9K | 0.00% | +6+0.4% | Added |
| Ronald Blue Trust, Inc. | 1,521 | $169.8K | 0.00% | −1,185−43.8% | Reduced |
| Y.D. More Investments Ltd | 1,550 | $173.1K | 0.02% | +164+11.8% | Added |
| Gables Capital Management Inc. | 1,573 | $175.7K | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 1,599 | $178.6K | 0.07% | −2,818−63.8% | Reduced |
| Heritage Wealth Advisors | 1,602 | $178.9K | 0.01% | −52−3.1% | Reduced |
| Trust Co of Vermont | 1,603 | $179.0K | 0.01% | +119+8.0% | Added |
| Anchor Investment Management, LLC | 1,608 | $179.6K | 0.02% | −113−6.6% | Reduced |
| Wayfinding Financial, LLC | 1,626 | $181.0K | 0.08% | +1,626 | New |
| Ameriflex Group, Inc. | 1,632 | $182.3K | 0.07% | −122−7.0% | Reduced |
| Skopos Labs, Inc. | 1,637 | $182.7K | 0.04% | +306+23.0% | Added |
| Allianz SE | 1,650 | $184.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,655 | $184.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,751 | $195.0K | 0.00% | −822−31.9% | Reduced |
| Sittner & Nelson, LLC | 1,756 | $196.2K | 0.08% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,781 | $198.9K | 0.09% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,034 | $201.0K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,807 | $201.8K | 0.97% | −133−6.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,809 | $202.0K | 0.07% | +16+0.9% | Added |
| Davis Investment Partners, LLC | 1,999 | $202.8K | 0.09% | +1,999 | New |
| Eagle Wealth Strategies LLC | 1,818 | $203.1K | 0.12% | +12+0.7% | Added |
| Avestar Capital, LLC | 1,828 | $204.2K | 0.02% | −612−25.1% | Reduced |
| Davis R M Inc | 1,834 | $204.8K | 0.00% | −386−17.4% | Reduced |
| Oakworth Capital, Inc. | 1,834 | $204.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,836 | $205.0K | 0.09% | +1,836 | New |
| Silvant Capital Management LLC | 1,838 | $205.3K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,838 | $205.3K | 0.02% | −297−13.9% | Reduced |
| Guardian Partners Inc. | 2,030 | $206.2K | 0.02% | −100−4.7% | Reduced |
| Atlas Private Wealth Advisors | 1,851 | $206.6K | 0.03% | +76+4.3% | Added |
| Coppell Advisory Solutions LLC | 1,989 | $206.9K | 0.03% | +1,224+160.0% | Added |
| Quantitative Investment Management, LLC | 1,856 | $207.0K | 0.02% | +1,856 | New |
| Miller Financial Services LLC | 1,855 | $207.2K | 0.30% | −73−3.8% | Reduced |
| Stonebridge Financial Group, LLC | 1,860 | $207.7K | 0.02% | −143−7.1% | Reduced |
| Snowden Capital Advisors LLC | 1,860 | $207.7K | 0.01% | −80−4.1% | Reduced |
| Lindbrook Capital, LLC | 1,861 | $207.8K | 0.02% | −47−2.5% | Reduced |
| Apella Capital, LLC | 2,005 | $208.3K | 0.01% | +2,005 | New |
| Optivise Advisory Services LLC | 1,867 | $208.6K | 0.12% | −163−8.0% | Reduced |
| Bolthouse Investments, LLC | 1,867 | $208.6K | 0.22% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,875 | $209.4K | 0.04% | +7+0.4% | Added |
| VestGen Advisors, LLC | 1,875 | $209.4K | 0.01% | +1,875 | New |
| Founders Financial Alliance, LLC | 1,883 | $210.3K | 0.05% | +1,883 | New |
| TD Private Client Wealth LLC | 1,888 | $210.9K | 0.01% | −36−1.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,888 | $210.9K | 0.05% | −5−0.3% | Reduced |
| Hofer & Associates. Inc | 1,889 | $211.0K | 0.14% | +41+2.2% | Added |
| Plan Group Financial, LLC | 1,894 | $211.5K | 0.08% | +1,894 | New |
| Eads & Heald Wealth Management | 1,896 | $212.0K | 0.11% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,900 | $212.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,910 | $213.3K | 0.03% | −2,984−61.0% | Reduced |
| Platform Technology Partners | 1,916 | $213.9K | 0.06% | +1+0.1% | Added |
| Paulson Wealth Management Inc. | 1,917 | $214.1K | 0.06% | −40−2.0% | Reduced |
| Jmac Enterprises LLC | 1,920 | $214.4K | 0.05% | +8+0.4% | Added |
| NewEdge Wealth, LLC | 1,936 | $216.2K | 0.00% | +77+4.1% | Added |
| IFG Advisory, LLC | 1,949 | $217.6K | 0.01% | −106−5.2% | Reduced |
| Freestone Capital Holdings, LLC | 1,952 | $218.0K | 0.01% | −41−2.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,960 | $218.8K | 0.01% | +15+0.8% | Added |
| Prairie Sky Financial Group LLC | 1,960 | $218.8K | 0.13% | +31+1.6% | Added |
| AGH Wealth Advisors, LLC | 1,966 | $219.6K | 0.21% | −42−2.1% | Reduced |
| Venturi Wealth Management, LLC | 1,973 | $220.3K | 0.01% | −92−4.5% | Reduced |
| Spire Wealth Management | 1,973 | $220.4K | 0.01% | −172−8.0% | Reduced |
| Armis Advisers, LLC | 1,973 | $220.4K | 0.02% | +95+5.1% | Added |
| Sterling Financial Planning, Inc. | 1,985 | $221.7K | 0.08% | +1,985 | New |
| Garde Capital, Inc. | 2,000 | $223.4K | 0.01% | −19−0.9% | Reduced |
| Pictet & Cie (Europe) SA | 2,000 | $223.4K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 2,000 | $223.4K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 2,011 | $224.6K | 0.03% | −17−0.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,014 | $224.9K | 0.11% | −130−6.1% | Reduced |
| First PREMIER Bank | 2,019 | $225.0K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 2,016 | $225.1K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,020 | $225.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,041 | $227.9K | 0.25% | +10.0% | Added |
| Integrity Alliance, LLC. | 2,054 | $229.4K | 0.01% | +2,054 | New |
| PDS Planning, Inc | 2,055 | $229.5K | 0.02% | +11+0.5% | Added |
| EverSource Wealth Advisors, LLC | 2,066 | $230.7K | 0.01% | +262+14.5% | Added |
| AlTi Global, Inc. | 2,076 | $231.8K | 0.01% | −601−22.5% | Reduced |
| Clay Northam Wealth Management, LLC | 2,077 | $232.0K | 0.16% | 00.0% | Unchanged |
| Atala Financial Inc | 2,080 | $232.3K | 0.17% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,083 | $232.7K | 0.06% | +2,083 | New |
| Pallas Capital Advisors LLC | 2,086 | $232.9K | 0.01% | +24+1.2% | Added |
| Haverford Trust Co | 2,086 | $233.0K | 0.00% | +339+19.4% | Added |