Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionDouglas Lane & Associates, LLC
Latest Disclosed Ownership38,850 shares
Latest Disclosed Value $ 3,795,257
Douglas Lane & Associates, LLC reports 22.55% decrease in ownership of PRU / Prudential Financial, Inc.

On April 15, 2026 - Douglas Lane & Associates, LLC filed a 13F-HR form disclosing ownership of 38,850 shares of Prudential Financial, Inc. (MX:PRU) valued at $3,795,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 50,162 shares of Prudential Financial, Inc.. This represents a change in shares of -22.55% 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)
2026-04-15 2026-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 38,850 -11,312 -22.55 3,795 -32.97 0.0547
2026-01-22 2025-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 50,162 -70,007 -58.26 5,662 -54.58 0.0777
2025-10-10 2025-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 120,169 -105,080 -46.65 12,466 -48.49 0.1737
2025-07-07 2025-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 225,249 -73,164 -24.52 24,201 -27.38 0.3507
2025-04-09 2025-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 298,413 -80,176 -21.18 33,327 -25.73 0.4911
2025-01-08 2024-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 378,589 -167,537 -30.68 44,874 -32.15 0.6328
2024-10-10 2024-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 546,126 -76,333 -12.26 66,136 -9.34 0.9090
2024-07-08 2024-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 622,459 -112,160 -15.27 72,946 -15.42 1.0361
2024-04-11 2024-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 734,619 -87,390 -10.63 86,244 1.17 1.2187
2024-01-17 2023-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 822,009 -62,867 -7.10 85,251 1.53 1.3134
2023-10-16 2023-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 884,876 -38,131 -4.13 83,966 3.12 1.4091
2023-07-19 2023-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 923,007 -43,250 -4.48 81,428 1.85 1.3150
2023-04-17 2023-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 966,257 -52,240 -5.13 79,948 -21.08 1.3296
2023-02-14 2022-12-31 13F/A-1 PRUDENTIAL FINANCIAL COMMON 744320102 1,018,497 -35,487 -3.37 101,300 12.04 1.6932
2023-01-17 2022-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,020,989 -32,995 102 1.6919
2022-10-14 2022-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,053,984 -344 -0.03 90,411 -10.38 1.6706
2022-07-18 2022-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,054,328 -11,624 -1.09 100,878 -19.92 1.7129
2022-04-25 2022-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,065,952 -13,239 -1.23 125,964 7.83 1.7785
2022-01-25 2021-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,079,191 -7,029 -0.65 116,812 2.22 1.5540
2021-10-21 2021-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,086,220 -11,367 -1.04 114,270 1.60 1.6355
2021-07-19 2021-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,097,587 -18,029 -1.62 112,470 10.66 1.5771
2021-04-19 2021-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,115,616 8,364 0.76 101,633 17.57 1.5751
2021-01-14 2020-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,107,252 -28,794 -2.53 86,443 19.79 1.4478
2020-10-19 2020-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,136,046 94,523 9.08 72,162 13.77 1.4286
2020-07-28 2020-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,041,523 31,885 3.16 63,429 20.49 1.3620
2020-04-20 2020-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 1,009,638 36,513 3.75 52,643 -42.29 1.3847
2020-01-27 2019-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 973,125 31,976 3.40 91,221 7.75 1.6965
2019-10-16 2019-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 941,149 31,951 3.51 84,656 -7.81 1.6860
2019-07-08 2019-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 909,198 10,867 1.21 91,829 11.26 1.7884
2019-04-23 2019-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 898,331 13,669 1.55 82,539 14.41 1.7118
2019-01-17 2018-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 884,662 79,333 9.85 72,144 -11.58 1.7019
2018-10-09 2018-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 805,329 52,857 7.02 81,596 15.96 1.6039
2018-07-23 2018-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 752,472 57,936 8.34 70,364 -2.16 1.4912
2018-04-23 2018-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 694,536 23,595 3.52 71,919 -6.77 1.5635
2018-01-24 2017-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 670,941 23,529 3.63 77,145 12.08 1.6272
2017-10-19 2017-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 647,412 19,238 3.06 68,833 1.33 1.5789
2017-07-19 2017-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 628,174 18,165 2.98 67,931 4.39 1.6009
2017-04-21 2017-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 610,009 2,042 0.34 65,076 2.86 1.6213
2017-01-17 2016-12-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 607,967 7,173 1.19 63,265 28.97 1.6138
2016-10-28 2016-09-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 600,794 103,130 20.72 49,055 38.17 1.3079
2016-07-25 2016-06-30 13F PRUDENTIAL FINANCIAL COMMON 744320102 497,664 50,012 11.17 35,503 9.82 1.0190
2016-04-22 2016-03-31 13F PRUDENTIAL FINANCIAL COMMON 744320102 447,652 447,652 32,329 0.8837
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.