Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership158,755 shares
Latest Disclosed Value $ 15,508,776
Gotham Asset Management, LLC reports 11.75% decrease in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 158,755 shares of Prudential Financial, Inc. (MX:PRU) valued at $15,508,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 179,892 shares of Prudential Financial, Inc.. This represents a change in shares of -11.75% 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)
2026-05-15 2026-03-31 13F PRUDENTIAL FINL COM 744320102 158,755 -21,137 -11.75 15,509 -23.63 0.0475
2026-02-17 2025-12-31 13F PRUDENTIAL FINL COM 744320102 179,892 78,513 77.45 20,306 93.08 0.0741
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 101,379 74,091 271.51 10,517 258.82 0.0458
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 27,288 17,769 186.67 2,932 175.73 0.0175
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 9,519 -44,944 -82.52 1,063 -83.53 0.0089
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 54,463 10,727 24.53 6,455 21.88 0.0612
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 43,736 -4,648 -9.61 5,296 -6.60 0.0548
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 48,384 26,604 122.15 5,670 121.83 0.0734
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 21,780 19,394 812.82 2,557 934.82 0.0386
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 2,386 -462 -16.22 247 -8.52 0.0046
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 2,848 2,848 270 0.0056
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 0 -3,218 -100.00 0 -100.00
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 3,218 3,218 266 0.0065
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 0 -12,784 -100.00 0 -100.00
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 12,784 -1,475 -10.34 1,511 -2.07 0.0468
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 14,259 9,741 215.60 1,543 224.84 0.0498
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 4,518 -2,447 -35.13 475 -33.47 0.0193
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 6,965 -9,800 -58.46 714 -53.24 0.0303
2021-05-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 16,765 -22,660 -57.48 1,527 -50.39 0.0681
2021-02-16 2020-12-31 13F PRUDENTIAL FINL COM 744320102 39,425 -5,099 -11.45 3,078 8.84 0.1018
2020-11-16 2020-09-30 13F PRUDENTIAL FINL COM 744320102 44,524 3,460 8.43 2,828 13.07 0.0908
2020-08-13 2020-06-30 13F PRUDENTIAL FINL COM 744320102 41,064 -20,379 -33.17 2,501 -21.94 0.0749
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 61,443 61,443 3,204 0.0890
2019-11-14 2019-09-30 13F PRUDENTIAL FINL COM 744320102 0 -13,852 -100.00 0 -100.00
2019-08-14 2019-06-30 13F PRUDENTIAL FINL COM 744320102 13,852 13,852 1,399 0.0223
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 0 -6,392 -100.00 0 -100.00
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 6,392 1,543 31.82 521 6.11 0.0081
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 4,849 4,849 491 0.0068
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 0 -11,216 -100.00 0 -100.00
2018-05-15 2018-03-31 13F PRUDENTIAL FINL COM 744320102 11,216 11,216 1,161 0.0162
2018-02-14 2017-12-31 13F PRUDENTIAL FINL COM 744320102 0 -3,875 -100.00 0 -100.00
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COM 744320102 3,875 -2,401 -38.26 412 -39.32 0.0060
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COM 744320102 6,276 -887 -12.38 679 -11.13 0.0095
2017-05-15 2017-03-31 13F PRUDENTIAL FINL COM 744320102 7,163 -4,916 -40.70 764 -39.22 0.0097
2017-02-14 2016-12-31 13F PRUDENTIAL FINL COM 744320102 12,079 7,063 140.81 1,257 206.59 0.0162
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 5,016 771 18.16 410 35.31 0.0053
2016-08-15 2016-06-30 13F PRUDENTIAL FINL COM 744320102 4,245 502 13.41 303 12.22 0.0036
2016-05-16 2016-03-31 13F PRUDENTIAL FINL COM 744320102 3,743 -16,434 -81.45 270 -83.57 0.0030
2016-02-16 2015-12-31 13F PRUDENTIAL FINL COM 744320102 20,177 676 3.47 1,643 10.57 0.0178
2015-11-16 2015-09-30 13F PRUDENTIAL FINL COM 744320102 19,501 10,826 124.80 1,486 95.78 0.0145
2015-08-14 2015-06-30 13F PRUDENTIAL FINL COM 744320102 8,675 8,675 759 0.0063
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.