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 1,546 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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,000
shares
|
$107,160
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,000
shares
|
$107,160
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
987
shares
|
$105,766
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
985
shares
|
$105,552
0.07% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
975
shares
|
$104,481
0.07% of portfolio
|
Q2 2022
Reduced 27.62%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
932
shares
|
$99,873
0.02% of portfolio
|
Q2 2024
Added 301.72%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
925
shares
|
$99,123
0.0% of portfolio
|
Q3 2021
Reduced 8.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
900
shares
|
$96,444
0.01% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
897
shares
|
$96,122
0.06% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
894
shares
|
$95,801
0.06% of portfolio
|
Q4 2023
Reduced 6.09%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
879
shares
|
$94,193
0.03% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
878
shares
|
$94,086
0.02% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
872
shares
|
$93,443
0.06% of portfolio
|
Q3 2025
Added 174.21%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
871
shares
|
$93,336
0.01% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$93,122
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
860
shares
|
$92,157
0.02% of portfolio
|
Q4 2024
Reduced 41.14%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
857
shares
|
$91,836
0.02% of portfolio
|
Q3 2025
Reduced 24.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
844
shares
|
$90,443
0.01% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
844
shares
|
$90,443
0.03% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
817
shares
|
$87,549
0.07% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
809
shares
|
$86,692
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
800
shares
|
$85,728
0.01% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
795
shares
|
$85,192
0.0% of portfolio
|
Q2 2025
Added 78.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
782
shares
|
$83,799
0.01% of portfolio
|
Q4 2023
Reduced 10.42%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
781
shares
|
$83,691
0.0% of portfolio
|
Q3 2022
Added 10.0%
|
|