Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership3,758,545 shares
Latest Disclosed Value $ 367,088,659
Dimensional Fund Advisors Lp reports 4.64% increase in ownership of PRU / Prudential Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,758,545 shares of Prudential Financial, Inc. (MX:PRU) valued at $367,088,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,591,904 shares of Prudential Financial, Inc.. This represents a change in shares of 4.64% 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)
2026-05-07 2026-03-31 13F PRUDENTIAL FINL COM 744320102 3,758,545 166,641 4.64 367,089 -9.47 0.0763
2026-02-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 3,591,904 -32,939 -0.91 405,475 7.83 0.0851
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 3,624,843 -127,974 -3.41 376,038 -6.74 0.0807
2025-08-12 2025-06-30 13F PRUDENTIAL FINL COM 744320102 3,752,817 -178,360 -4.54 403,208 -8.15 0.0934
2025-05-13 2025-03-31 13F PRUDENTIAL FINL COM 744320102 3,931,177 -119,057 -2.94 438,964 -8.56 0.1091
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 4,050,234 -140,217 -3.35 480,073 -5.40 0.1153
2024-11-07 2024-09-30 13F PRUDENTIAL FINL COM 744320102 4,190,451 -15,899 -0.38 507,454 2.94 0.1231
2024-08-09 2024-06-30 13F PRUDENTIAL FINL COM 744320102 4,206,350 -15,376 -0.36 492,955 -0.54 0.1288
2024-05-10 2024-03-31 13F PRUDENTIAL FINL COM 744320102 4,221,726 221,061 5.53 495,631 19.45 0.1342
2024-02-07 2023-12-31 13F PRUDENTIAL FINL COM 744320102 4,000,665 388,363 10.75 414,926 21.04 0.1212
2023-11-09 2023-09-30 13F PRUDENTIAL FINL COM 744320102 3,612,302 256,420 7.64 342,788 15.78 0.1124
2023-08-09 2023-06-30 13F PRUDENTIAL FINL COM 744320102 3,355,882 376,841 12.65 296,059 20.12 0.0944
2023-05-12 2023-03-31 13F PRUDENTIAL FINL COM 744320102 2,979,041 514,817 20.89 246,466 100,498.37 0.0830
2023-02-09 2022-12-31 13F PRUDENTIAL FINL COM 744320102 2,464,224 135,288 5.81 245 -99.88 0.0724
2022-11-10 2022-09-30 13F PRUDENTIAL FINL COM 744320102 2,328,936 -29,833 -1.26 199,794 -11.47 0.0767
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 2,358,769 -78,121 -3.21 225,672 -21.64 0.0809
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COM 744320102 2,436,890 -54,800 -2.20 288,008 6.79 0.0887
2022-02-09 2021-12-31 13F PRUDENTIAL FINL COM 744320102 2,491,690 7,938 0.32 269,703 3.21 0.0815
2021-11-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 2,483,752 27,410 1.12 261,310 3.83 0.0842
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 2,456,342 -168,579 -6.42 251,680 5.24 0.0797
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 2,624,921 21,546 0.83 239,151 17.67 0.0791
2021-03-08 2020-12-31 13F/A-2 PRUDENTIAL FINL COM 744320102 2,603,375 32,817 1.28 203,236 24.48 0.0734
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 2,603,375 32,817 203,236 73,398.0406
2020-11-12 2020-09-30 13F PRUDENTIAL FINL COM 744320102 2,570,558 58,478 2.33 163,262 6.75 0.0692
2020-08-13 2020-06-30 13F PRUDENTIAL FINL COM 744320102 2,512,080 129,188 5.42 152,943 23.06 0.0672
2020-05-14 2020-03-31 13F PRUDENTIAL FINL COM 744320102 2,382,892 -210,487 -8.12 124,279 -48.87 0.0647
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 2,593,379 -15,744 -0.60 243,085 3.57 0.0886
2019-11-12 2019-09-30 13F PRUDENTIAL FINL COM 744320102 2,609,123 -4,990 -0.19 234,698 -11.10 0.0912
2019-08-13 2019-06-30 13F PRUDENTIAL FINL COM 744320102 2,614,113 2,663 0.10 263,997 10.02 0.1025
2019-08-12 2019-03-31 13F/A-2 PRUDENTIAL FINL COM 744320102 2,611,450 38,059 1.48 239,943 14.34 0.0956
2019-05-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 2,611,450 38,059 239,943
2019-02-26 2018-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 2,573,391 -216,279 -7.75 209,857 -25.75 0.0951
2019-02-13 2018-12-31 13F PRUDENTIAL FINL COM 744320102 2,573,391 -216,279 209,857
2018-11-13 2018-09-30 13F PRUDENTIAL FINL COM 744320102 2,789,670 -31,535 -1.12 282,642 7.14 0.1076
2018-08-10 2018-06-30 13F PRUDENTIAL FINL COM 744320102 2,821,205 6,791 0.24 263,817 -9.48 0.1052
2018-05-11 2018-03-31 13F PRUDENTIAL FINL COM 744320102 2,814,414 -25,669 -0.90 291,433 -10.76 0.1215
2018-02-12 2017-12-31 13F PRUDENTIAL FINL COM 744320102 2,840,083 -98,691 -3.36 326,567 4.52 0.1354
2017-11-13 2017-09-30 13F PRUDENTIAL FINL COM 744320102 2,938,774 -19,408 -0.66 312,445 -2.33 0.1365
2017-08-11 2017-06-30 13F PRUDENTIAL FINL COM 744320102 2,958,182 -40,290 -1.34 319,909 0.01 0.1477
2017-05-12 2017-03-31 13F PRUDENTIAL FINL COM 744320102 2,998,472 81,327 2.79 319,880 5.38 0.1529
2017-02-09 2016-12-31 13F PRUDENTIAL FINL COM 744320102 2,917,145 3,122 0.11 303,561 27.60 0.1516
2016-11-10 2016-09-30 13F PRUDENTIAL FINL COM 744320102 2,914,023 74,046 2.61 237,899 17.43 0.1286
2016-08-09 2016-06-30 13F PRUDENTIAL FINL COM 744320102 2,839,977 32,314 1.15 202,589 -0.09 0.1166
2016-05-13 2016-03-31 13F PRUDENTIAL FINL COM 744320102 2,807,663 -11,449 -0.41 202,780 -11.65 0.1214
2016-02-10 2015-12-31 13F PRUDENTIAL FINL COM 744320102 2,819,112 28,394 1.02 229,515 7.92 0.1431
2015-11-13 2015-09-30 13F PRUDENTIAL FINL COM 744320102 2,790,718 -14,681 -0.52 212,679 -13.38 0.1396
2015-08-14 2015-06-30 13F PRUDENTIAL FINL COM 744320102 2,805,399 -8,490 -0.30 245,537 8.66 0.1503
2015-05-14 2015-03-31 13F PRUDENTIAL FINL COM 744320102 2,813,889 -73,142 -2.53 225,970 -13.49 0.1427
2015-02-06 2014-12-31 13F PRUDENTIAL FINL COM 744320102 2,887,031 -8,334 -0.29 261,200 2.57 0.1715
2014-11-13 2014-09-30 13F PRUDENTIAL FINL COM 744320102 2,895,365 -475,995 -14.12 254,660 -14.91 0.1804
2014-08-08 2014-06-30 13F PRUDENTIAL FINL COM 744320102 3,371,360 -382,114 -10.18 299,276 -5.80 0.2080
2014-05-14 2014-03-31 13F PRUDENTIAL FINL COM 744320102 3,753,474 -41,807 -1.10 317,699 -9.22 0.2374
2014-02-12 2013-12-31 13F PRUDENTIAL FINL COM 744320102 3,795,281 -399,629 -9.53 349,978 6.99 0.2727
2013-11-13 2013-09-30 13F PRUDENTIAL FINL COM 744320102 4,194,910 69,290 1.68 327,104 8.57 0.2831
2013-08-15 2013-06-30 13F PRUDENTIAL FINL COM 744320102 4,125,620 4,125,620 301,281 0.2837
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.