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 1,539 institutions that hold shares in the stock, with a total of 212 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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
26
shares
|
$2,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
24
shares
|
$2,558
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$2,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
22
shares
|
$2,345
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$2,132
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$2,132
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19
shares
|
$2,025
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
18
shares
|
$1,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
16
shares
|
$1,705
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
15
shares
|
$1,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$1,599
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
15
shares
|
$1,599
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
14
shares
|
$1,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
14
shares
|
$1,492
0.0% of portfolio
|
Q2 2023
Reduced 82.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
14
shares
|
$1,492
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
13
shares
|
$1,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12
shares
|
$1,279
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
11
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
11
shares
|
$1,172
0.0% of portfolio
|
Q2 2024
Reduced 79.63%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
11
shares
|
$1,172
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10
shares
|
$1,066
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$1,066
0.0% of portfolio
|
Q1 2024
Reduced 91.8%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10
shares
|
$1,066
0.0% of portfolio
|
Q3 2024
Reduced 90.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
10
shares
|
$1,066
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$1,066
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|