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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
93
shares
|
$9,965
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
93
shares
|
$9,965
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
92
shares
|
$9,858
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
92
shares
|
$9,858
0.0% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
87
shares
|
$9,322
0.0% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
85
shares
|
$9,108
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
85
shares
|
$9,108
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
85
shares
|
$9,108
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
82
shares
|
$8,787
0.0% of portfolio
|
Q3 2025
Reduced 85.56%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
81
shares
|
$8,679
0.0% of portfolio
|
Q2 2025
Added 237.5%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
81
shares
|
$8,679
0.0% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
80
shares
|
$8,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
79
shares
|
$8,465
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
78
shares
|
$8,358
0.0% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
76
shares
|
$8,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
76
shares
|
$8,144
0.0% of portfolio
|
Q2 2025
Reduced 86.16%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
75
shares
|
$8,037
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
75
shares
|
$8,037
0.0% of portfolio
|
Q3 2025
Added 108.33%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
74
shares
|
$7,929
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
73
shares
|
$7,822
0.0% of portfolio
|
Q3 2025
Reduced 80.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
73
shares
|
$7,822
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
72
shares
|
$7,715
0.01% of portfolio
|
Q1 2024
Added 125.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
71
shares
|
$7,608
0.0% of portfolio
|
Q3 2025
Added 491.67%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
71
shares
|
$7,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
70
shares
|
$7,501
0.0% of portfolio
|
Q3 2025
Added 125.81%
|
|