Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership14,383 shares
Latest Disclosed Value $ 1,405,095
Donaldson Capital Management, Llc reports 8.38% increase in ownership of PRU / Prudential Financial, Inc.

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 14,383 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,405,095 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 13,271 shares of Prudential Financial, Inc.. This represents a change in shares of 8.38% 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)
2026-04-30 2026-03-31 13F PRUDENTIAL FINL COM 744320102 14,383 1,112 8.38 1,405 -6.21 0.0455
2026-01-14 2025-12-31 13F PRUDENTIAL FINL COM 744320102 13,271 -96 -0.72 1,498 8.08 0.0476
2025-11-04 2025-09-30 13F PRUDENTIAL FINL COM 744320102 13,367 1,003 8.11 1,387 4.37 0.0439
2025-08-07 2025-06-30 13F PRUDENTIAL FINL COM 744320102 12,364 246 2.03 1,328 -1.85 0.0488
2025-04-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 12,118 545 4.71 1,353 -1.31 0.0511
2025-02-07 2024-12-31 13F PRUDENTIAL FINL COM 744320102 11,573 10 0.09 1,372 -2.07 0.0524
2024-10-29 2024-09-30 13F PRUDENTIAL FINL COM 744320102 11,563 -448 -3.73 1,400 -0.50 0.0538
2024-07-31 2024-06-30 13F PRUDENTIAL FINL COM 744320102 12,011 135 1.14 1,408 0.93 0.0591
2024-04-22 2024-03-31 13F PRUDENTIAL FINL COM 744320102 11,876 -195 -1.62 1,394 11.43 0.0580
2024-01-30 2023-12-31 13F PRUDENTIAL FINL COM 744320102 12,071 -405 -3.25 1,252 5.75 0.0561
2023-10-11 2023-09-30 13F PRUDENTIAL FINL COM 744320102 12,476 965 8.38 1,184 16.55 0.0558
2023-07-17 2023-06-30 13F PRUDENTIAL FINL COM 744320102 11,511 805 7.52 1,015 14.69 0.0463
2023-04-13 2023-03-31 13F PRUDENTIAL FINL COM 744320102 10,706 443 4.32 886 -13.24 0.0418
2023-02-08 2022-12-31 13F PRUDENTIAL FINL COM 744320102 10,263 424 4.31 1,021 20.85 0.0498
2022-10-13 2022-09-30 13F PRUDENTIAL FINL COM 744320102 9,839 -170 -1.70 844 -11.90 0.0463
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 10,009 956 10.56 958 -10.47 0.0493
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COM 744320102 9,053 97 1.08 1,070 10.42 0.0487
2022-01-21 2021-12-31 13F PRUDENTIAL FINL COM 744320102 8,956 869 10.75 969 13.87 0.0426
2021-11-04 2021-09-30 13F PRUDENTIAL FINL COM 744320102 8,087 235 2.99 851 5.71 0.0429
2021-07-28 2021-06-30 13F PRUDENTIAL FINL COM 744320102 7,852 14 0.18 805 12.75 0.0412
2021-05-05 2021-03-31 13F PRUDENTIAL FINL COM 744320102 7,838 -100 -1.26 714 15.16 0.0392
2021-01-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 7,938 360 4.75 620 28.90 0.0367
2020-11-05 2020-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 7,578 794 11.70 481 16.46 0.0325
2020-11-02 2020-09-30 13F PRUDENTIAL FINL COM 744320102 7,578 794 481 32,522.6340
2020-07-27 2020-06-30 13F PRUDENTIAL FINL COM 744320102 6,784 2,274 50.42 413 75.74 0.0300
2020-04-16 2020-03-31 13F PRUDENTIAL FINL COM 744320102 4,510 187 4.33 235 -41.98 0.0205
2020-01-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 4,323 724 20.12 405 25.00 0.0274
2019-11-04 2019-09-30 13F PRUDENTIAL FINL COM 744320102 3,599 3,599 324 0.0240
2017-05-10 2017-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 0 -2,308 -100.00 0 -100.00
2017-02-13 2016-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,308 2,308 0.00 240 0.0295
2016-08-15 2016-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 0 -3,413 -100.00 0 -100.00
2016-05-12 2016-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 3,413 -1,095 -24.29 246 -32.97 0.0354
2016-02-11 2015-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 4,508 355 8.55 367 15.77 0.0536
2015-11-13 2015-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 4,153 -440 -9.58 317 -21.14 0.0473
2015-08-14 2015-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 4,593 -2,698 -37.00 402 -31.40 0.0572
2015-05-15 2015-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 7,291 -3,048 -29.48 586 -37.33 0.0825
2015-02-13 2014-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 10,339 -9,206 -47.10 935 -45.61 0.1397
2014-11-14 2014-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 19,545 -4,177 -17.61 1,719 -18.38 0.2719
2014-08-13 2014-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 23,722 -153,570 -86.62 2,106 -85.97 0.3377
2014-05-14 2014-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 177,292 14,067 8.62 15,008 -0.30 2.7148
2014-02-21 2013-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 163,225 24,111 17.33 15,053 38.76 2.9090
2013-11-13 2013-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 139,114 37,050 36.30 10,848 45.53 2.2958
2013-08-13 2013-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 102,064 102,064 7,454 1.6853
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.