Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionHarvey Capital Management Inc
Latest Disclosed Ownership2,600 shares
Latest Disclosed Value $ 253,994
Harvey Capital Management Inc ownership in PRU / Prudential Financial, Inc.

On May 11, 2026 - Harvey Capital Management Inc filed a 13F-HR form disclosing ownership of 2,600 shares of Prudential Financial, Inc. (MX:PRU) valued at $253,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,600 shares of Prudential Financial, Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,600 0 0.00 254 -13.65 0.0579
2026-02-17 2025-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 2,600 0 0.00 293 8.92 0.0626
2025-10-31 2025-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 2,600 0 0.00 270 -4.95 0.0576
2025-08-14 2025-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 2,600 -7,316 -73.78 283 -74.44 0.0664
2025-04-30 2025-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 9,916 -1,116 -10.12 1,107 -15.30 0.2898
2025-01-29 2024-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 11,032 -166 -1.48 1,308 -3.61 0.3078
2024-10-29 2024-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 11,198 -50 -0.44 1,356 2.88 0.3390
2024-07-22 2024-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 11,248 -102 -0.90 1,318 -1.05 0.3465
2024-05-10 2024-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 11,350 -100 -0.87 1,332 12.22 0.3898
2024-01-29 2023-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 11,450 -400 -3.38 1,187 5.60 0.3941
2023-11-14 2023-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 11,850 -1,600 -11.90 1,124 -5.23 0.3958
2023-08-04 2023-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 13,450 0 0.00 1,187 6.65 0.4362
2023-05-17 2023-03-31 13F/A-1 PRUDENTIAL FINANCIAL COM 744320102 13,450 -625 -4.44 1,113 -20.51 0.4387
2023-05-16 2023-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 14,075 0 1,400 0.5863
2023-02-27 2022-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 14,075 0 0.00 1,400 15.91 0.5863
2022-11-14 2022-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 14,075 -100 -0.71 1,207 -10.99 0.5228
2022-08-08 2022-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 14,175 0 0.00 1,356 -19.04 0.5288
2022-04-22 2022-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 14,175 -100 -0.70 1,675 8.41 0.5170
2022-02-14 2021-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 14,275 -600 -4.03 1,545 -1.21 0.4790
2021-10-25 2021-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 14,875 0 0.00 1,564 2.62 0.5357
2021-08-10 2021-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 14,875 -600 -3.88 1,524 8.16 0.5027
2021-05-07 2021-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 15,475 300 1.98 1,409 19.00 0.5110
2021-02-10 2020-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 15,175 -1,400 -8.45 1,184 12.55 0.4804
2020-10-27 2020-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 16,575 -100 -0.60 1,052 3.65 0.4694
2020-08-05 2020-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 16,675 100 0.60 1,015 17.48 0.5022
2020-04-29 2020-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 16,575 -400 -2.36 864 -45.69 0.5828
2020-02-04 2019-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 16,975 -125 -0.73 1,591 3.45 0.7062
2019-10-17 2019-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 17,100 -250 -1.44 1,538 -12.21 0.7640
2019-07-23 2019-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 17,350 0 0.00 1,752 9.91 0.8428
2019-04-17 2019-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 17,350 0 0.00 1,594 12.73 0.7659
2019-01-31 2018-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 17,350 -1,300 -6.97 1,414 -25.15 0.7521
2018-10-24 2018-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 18,650 0 0.00 1,889 8.38 0.7520
2018-08-07 2018-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 18,650 0 0.00 1,743 -9.74 0.6919
2018-04-27 2018-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 18,650 -150 -0.80 1,931 -10.64 0.7228
2018-02-02 2017-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 18,800 -150 -0.79 2,161 7.30 0.7831
2017-11-08 2017-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 18,950 -450 -2.32 2,014 -3.96 0.8126
2017-07-19 2017-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 19,400 0 0.00 2,097 1.35 0.8989
2017-04-18 2017-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 19,400 -5,690 -22.68 2,069 -20.73 0.9295
2017-01-27 2016-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 25,090 -29,622 -54.14 2,610 -41.57 1.2157
2016-11-09 2016-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 54,712 -2,650 -4.62 4,467 9.16 1.3789
2016-07-21 2016-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 57,362 -3,800 -6.21 4,092 -7.36 2.0498
2016-04-19 2016-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 61,162 3,575 6.21 4,417 -5.78 2.1402
2016-01-21 2015-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 57,587 -200 -0.35 4,688 6.47 1.8512
2015-10-21 2015-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 57,787 11,600 25.12 4,403 8.13 1.7570
2015-07-22 2015-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 46,187 0 0.00 4,072 9.79 1.3777
2015-05-05 2015-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 46,187 46,187 3,709 1.3633
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.