Institutional Ownership Prudential Financial Inc (PRU)
This table provides information about the institutional ownership of Prudential Financial Inc (PRU). We have compiled data on the 1,548 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,917
shares
|
$419,745
0.02% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
3,905
shares
|
$418,459
0.05% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,899
shares
|
$417,816
0.01% of portfolio
|
Q3 2025
Reduced 44.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,878
shares
|
$415,566
0.01% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
3,878
shares
|
$415,566
0.0% of portfolio
|
Q4 2023
Reduced 7.97%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
3,871
shares
|
$414,816
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,868
shares
|
$414,494
0.02% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
3,840
shares
|
$411,494
0.22% of portfolio
|
Q3 2025
Added 38.38%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
3,835
shares
|
$410,958
0.06% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,827
shares
|
$410,101
0.01% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
3,793
shares
|
$406,457
0.01% of portfolio
|
Q2 2025
Added 34.65%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,785
shares
|
$405,600
0.15% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
3,777
shares
|
$404,743
0.02% of portfolio
|
Q4 2025
Reduced 3.55%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,766
shares
|
$403,564
0.04% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,762
shares
|
$403,135
0.02% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
3,749
shares
|
$401,742
0.13% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
3,746
shares
|
$401,421
0.1% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,739
shares
|
$400,671
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
3,739
shares
|
$400,671
0.27% of portfolio
|
Q4 2025
Added 5.35%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,738
shares
|
$400,564
0.05% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
3,734
shares
|
$400,135
0.24% of portfolio
|
Q4 2025
Added 36.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,733
shares
|
$400,028
0.01% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,719
shares
|
$398,528
0.02% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
3,709
shares
|
$397,456
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
3,706
shares
|
$397,134
0.04% of portfolio
|
Q2 2022
Added 1.79%
|
|