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 1,531 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 $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
39
shares
|
$4,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
39
shares
|
$4,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
38
shares
|
$4,023
0.0% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
38
shares
|
$4,023
0.0% of portfolio
|
Q2 2024
Reduced 75.32%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
38
shares
|
$4,023
0.0% of portfolio
|
Q1 2025
Added 442.86%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
38
shares
|
$4,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
34
shares
|
$3,599
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
32
shares
|
$3,387
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
32
shares
|
$3,387
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
31
shares
|
$3,281
0.0% of portfolio
|
Q1 2025
Reduced 52.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
30
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
30
shares
|
$3,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
30
shares
|
$3,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
29
shares
|
$3,070
0.0% of portfolio
|
Q1 2024
Reduced 96.42%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
29
shares
|
$3,070
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
29
shares
|
$3,070
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
28
shares
|
$2,964
0.0% of portfolio
|
Q4 2024
Reduced 97.01%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
28
shares
|
$2,964
0.01% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27
shares
|
$2,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
26
shares
|
$2,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
24
shares
|
$2,540
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$2,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
22
shares
|
$2,329
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$2,117
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$2,117
0.0% of portfolio
|
Q1 2022
New holding
|