# PRUDENTIAL FINL INC (PRU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PRU/

- Reporting holders: 62
- Reported value: $69.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $18.0M | 158,500 | 0.3% | 6 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $10.6M | 92,914 | 1.6% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.6M | 40,273 | 0.1% | 28 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $4.5M | 39,506 | 0.8% | 23 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.4M | 38,303 | 0.0% | 16 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $4.1M | 36,034 | 0.2% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.0M | 35,484 | 0.1% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $2.8M | 24,556 | 0.0% | 32 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.3M | 11,237 | 0.5% | 5 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $1.2M | 10,435 | 0.9% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.2M | 10,131 | 0.0% | 12 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $976.1K | 8,594 | 0.1% | 31 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $956.6K | 8,422 | 0.9% | 4 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $861.7K | 7,587 | 0.1% | 15 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $799.8K | 7,042 | 0.1% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $696.0K | 6,128 | 0.1% | 31 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $692.2K | 6,094 | 0.0% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $690.9K | 6,083 | 0.0% | 24 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $637.7K | 5,615 | 0.4% | 3 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $628.3K | 5,532 | 0.1% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $489.4K | 4,309 | 0.0% | 14 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $480.7K | 4,234 | 0.0% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $475.7K | 4,190 | 0.0% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $417.9K | 3,719 | 0.0% | 7 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $410.5K | 3,614 | 0.1% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 62 | $69.8M |
| Q2 2026 | 1,419 | $26.5B |
| Q1 2026 | 1,363 | $21.7B |
| Q4 2025 | 1,423 | $24.9B |
| Q3 2025 | 1,326 | $22.6B |
| Q2 2025 | 1,322 | $23.4B |
| Q1 2025 | 1,344 | $24.7B |
| Q4 2024 | 1,384 | $26.7B |
| Q3 2024 | 1,313 | $26.6B |
| Q2 2024 | 1,312 | $25.5B |
| Q1 2024 | 1,273 | $27.0B |
| Q4 2023 | 1,243 | $23.1B |