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 1,533 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 $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
26
shares
|
$2,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$2,193
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$2,193
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19
shares
|
$2,083
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
18
shares
|
$1,973
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,973
0.0% of portfolio
|
Q2 2025
Added 63.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
17
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Reduced 94.85%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
17
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
16
shares
|
$1,754
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,644
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
14
shares
|
$1,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
14
shares
|
$1,535
0.0% of portfolio
|
Q2 2023
Reduced 82.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
13
shares
|
$1,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
12
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
12
shares
|
$1,315
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11
shares
|
$1,206
0.0% of portfolio
|
Q2 2024
Reduced 79.63%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$1,096
0.0% of portfolio
|
Q1 2024
Reduced 91.8%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$1,096
0.0% of portfolio
|
Q3 2024
Reduced 90.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
10
shares
|
$1,096
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$1,096
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$1,096
0.0% of portfolio
|
Q4 2024
New holding
|