Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionCalamos Advisors LLC
Latest Disclosed Ownership62,278 shares
Latest Disclosed Value $ 6,083,938
Calamos Advisors LLC reports 9.01% increase in ownership of PRU / Prudential Financial, Inc.

On May 4, 2026 - Calamos Advisors LLC filed a 13F-HR form disclosing ownership of 62,278 shares of Prudential Financial, Inc. (MX:PRU) valued at $6,083,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 57,132 shares of Prudential Financial, Inc.. This represents a change in shares of 9.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F PRUDENTIAL FINL COM 744320102 62,278 5,146 9.01 6,084 -5.68 0.0215
2026-01-29 2025-12-31 13F PRUDENTIAL FINL COM 744320102 57,132 -2,319 -3.90 6,449 4.57 0.0242
2025-10-20 2025-09-30 13F PRUDENTIAL FINL COM 744320102 59,451 0 0.00 6,167 -3.44 0.0228
2025-08-08 2025-06-30 13F PRUDENTIAL FINL COM 744320102 59,451 0 0.00 6,387 -3.80 0.0251
2025-04-29 2025-03-31 13F PRUDENTIAL FINL COM 744320102 59,451 662 1.13 6,639 -4.72 0.0289
2025-01-24 2024-12-31 13F PRUDENTIAL FINL COM 744320102 58,789 0 0.00 6,968 -2.12 0.0291
2024-11-07 2024-09-30 13F PRUDENTIAL FINL COM 744320102 58,789 -1,442 -2.39 7,119 0.86 0.0308
2024-07-25 2024-06-30 13F PRUDENTIAL FINL COM 744320102 60,231 -2,198 -3.52 7,058 -3.70 0.0313
2024-05-08 2024-03-31 13F PRUDENTIAL FINL COM 744320102 62,429 -1,570 -2.45 7,329 10.43 0.0347
2024-01-31 2023-12-31 13F PRUDENTIAL FINL COM 744320102 63,999 -836 -1.29 6,637 7.88 0.0322
2023-10-26 2023-09-30 13F PRUDENTIAL FINL COM 744320102 64,835 0 0.00 6,152 7.57 0.0320
2023-07-28 2023-06-30 13F PRUDENTIAL FINL COM 744320102 64,835 0 0.00 5,720 6.62 0.0283
2023-05-04 2023-03-31 13F PRUDENTIAL FINL COM 744320102 64,835 -8,106 -11.11 5,364 -26.05 0.0262
2023-01-26 2022-12-31 13F PRUDENTIAL FINL COM 744320102 72,941 -12,896 -15.02 7,255 -1.48 0.0340
2022-10-24 2022-09-30 13F PRUDENTIAL FINL COM 744320102 85,837 0 0.00 7,363 -10.35 0.0337
2022-08-01 2022-06-30 13F PRUDENTIAL FINL COM 744320102 85,837 2,311 2.77 8,213 -16.79 0.0354
2022-05-03 2022-03-31 13F PRUDENTIAL FINL COM 744320102 83,526 10,933 15.06 9,870 25.62 0.0371
2022-02-01 2021-12-31 13F PRUDENTIAL FINL COM 744320102 72,593 2,870 4.12 7,857 7.12 0.0294
2021-10-26 2021-09-30 13F PRUDENTIAL FINL COM 744320102 69,723 6,017 9.44 7,335 12.36 0.0320
2021-07-22 2021-06-30 13F PRUDENTIAL FINL COM 744320102 63,706 14,431 29.29 6,528 45.42 0.0298
2021-04-12 2021-03-31 13F PRUDENTIAL FINL COM 744320102 49,275 1,515 3.17 4,489 20.38 0.0245
2021-01-27 2020-12-31 13F PRUDENTIAL FINL COM 744320102 47,760 -1,801 -3.63 3,729 18.46 0.0216
2020-10-26 2020-09-30 13F PRUDENTIAL FINL COM 744320102 49,561 -4,350 -8.07 3,148 -4.11 0.0203
2020-07-27 2020-06-30 13F PRUDENTIAL FINL COM 744320102 53,911 -3,449 -6.01 3,283 9.76 0.0232
2020-04-28 2020-03-31 13F PRUDENTIAL FINL COM 744320102 57,360 -4,805 -7.73 2,991 -48.67 0.0235
2020-01-15 2019-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 62,165 -1,022 -1.62 5,827 2.52 0.0288
2019-10-21 2019-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 63,187 -141,505 -69.13 5,684 -72.51 0.0310
2019-08-07 2019-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 204,692 3,023 1.50 20,674 11.58 0.1148
2019-04-12 2019-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 201,669 -27,606 -12.04 18,529 -0.90 0.1156
2019-01-24 2018-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 229,275 7,966 3.60 18,697 -16.62 0.1234
2018-10-22 2018-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 221,309 12,227 5.85 22,423 14.69 0.1233
2018-07-17 2018-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 209,082 -58,415 -21.84 19,551 -29.42 0.1195
2018-04-13 2018-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 267,497 6,185 2.37 27,700 -7.81 0.1802
2018-02-13 2017-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 261,312 12,546 5.04 30,046 13.60 0.1531
2017-10-25 2017-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 248,766 2,513 1.02 26,449 -0.68 0.2045
2017-08-09 2017-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 246,253 153,727 166.14 26,630 169.78 0.1968
2017-04-20 2017-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 92,526 -444 -0.48 9,871 2.04 0.0777
2017-02-06 2016-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 92,970 -9,384 -9.17 9,674 15.76 0.0769
2016-11-14 2016-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 102,354 90 0.09 8,357 14.54 0.0597
2016-07-26 2016-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 102,264 35 0.03 7,296 -1.18 0.0512
2016-04-25 2016-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 102,229 5,735 5.94 7,383 -6.02 0.0490
2016-02-05 2015-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 96,494 0 0.00 7,856 6.83 0.0499
2015-11-10 2015-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 96,494 29 0.03 7,354 -12.90 0.0507
2015-08-14 2015-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 96,465 -3,061 -3.08 8,443 5.63 0.0521
2015-05-13 2015-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 99,526 54 0.05 7,993 -11.17 0.0501
2015-02-13 2014-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 99,472 -38,340 -27.82 8,998 -25.75 0.0595
2014-11-14 2014-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 137,812 -125 -0.09 12,119 -1.03 0.0809
2014-08-14 2014-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 137,937 9,652 7.52 12,245 12.76 0.0776
2014-05-16 2014-03-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 128,285 35,785 38.69 10,859 27.30 0.0694
2014-02-14 2013-12-31 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 92,500 0 0.00 8,530 18.26 0.0542
2013-11-14 2013-09-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 92,500 20,000 27.59 7,213 36.22 0.0452
2013-08-12 2013-06-30 13F PRUDENTIAL FINANCIAL COMMON STOCK 744320102 72,500 72,500 5,295 0.0346
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.