Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership845,529 shares
Latest Disclosed Value $ 82,599,724
LPL Financial LLC reports 3.35% increase in ownership of PRU / Prudential Financial, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 845,529 shares of Prudential Financial, Inc. (MX:PRU) valued at $82,599,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 818,119 shares of Prudential Financial, Inc.. This represents a change in shares of 3.35% 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)
2026-05-06 2026-03-31 13F PRUDENTIAL FINL COM 744320102 845,529 27,410 3.35 82,600 -10.56 0.0219
2026-02-11 2025-12-31 13F PRUDENTIAL FINL COM 744320102 818,119 48,736 6.33 92,349 15.70 0.0252
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 769,383 216,301 39.11 79,816 34.32 0.0233
2025-08-12 2025-06-30 13F PRUDENTIAL FINL COM 744320102 553,082 31,892 6.12 59,423 2.09 0.0198
2025-05-07 2025-03-31 13F PRUDENTIAL FINL COM 744320102 521,190 20,156 4.02 58,206 -1.99 0.0226
2025-02-11 2024-12-31 13F PRUDENTIAL FINL COM 744320102 501,034 -9,994 -1.96 59,388 -4.04 0.0241
2024-11-08 2024-09-30 13F PRUDENTIAL FINL COM 744320102 511,028 24,964 5.14 61,885 8.64 0.0276
2024-08-07 2024-06-30 13F PRUDENTIAL FINL COM 744320102 486,064 12,718 2.69 56,962 2.50 0.0284
2024-05-10 2024-03-31 13F PRUDENTIAL FINL COM 744320102 473,346 3,465 0.74 55,571 14.03 0.0298
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 469,881 14,676 3.22 48,731 12.82 0.0295
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 455,205 5,181 1.15 43,194 8.80 0.0302
2023-07-31 2023-06-30 13F PRUDENTIAL FINL COM 744320102 450,024 16,891 3.90 39,701 10.78 0.0284
2023-05-10 2023-03-31 13F PRUDENTIAL FINL COM 744320102 433,133 11,760 2.79 35,837 -14.49 0.0279
2023-02-07 2022-12-31 13F PRUDENTIAL FINL COM 744320102 421,373 -108,300 -20.45 41,910 -7.76 0.0359
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 529,673 24,744 4.90 45,435 -5.96 0.0438
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 504,929 151,430 42.84 48,312 15.65 0.0459
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 353,499 16,722 4.97 41,773 14.59 0.0359
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 336,777 33,997 11.23 36,453 14.44 0.0306
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 302,780 16,481 5.76 31,852 8.57 0.0299
2021-08-13 2021-06-30 13F PRUDENTIAL FINL COM 744320102 286,299 12,824 4.69 29,337 17.75 0.0297
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 273,475 46,573 20.53 24,914 40.65 0.0286
2021-02-12 2020-12-31 13F PRUDENTIAL FINL COM 744320102 226,902 50,491 28.62 17,714 58.08 0.0229
2020-11-09 2020-09-30 13F PRUDENTIAL FINL COM 744320102 176,411 9,108 5.44 11,206 9.98 0.0175
2020-08-13 2020-06-30 13F PRUDENTIAL FINL COM 744320102 167,303 22,110 15.23 10,189 34.60 0.0178
2020-05-14 2020-03-31 13F PRUDENTIAL FINL COM 744320102 145,193 44,384 44.03 7,570 -19.89 0.0163
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 100,809 3,724 3.84 9,450 8.21 0.0172
2019-11-13 2019-09-30 13F PRUDENTIAL FINL COM 744320102 97,085 10,715 12.41 8,733 0.11 0.0178
2019-08-09 2019-06-30 13F PRUDENTIAL FINL COM 744320102 86,370 15,851 22.48 8,723 34.63 0.0186
2019-05-08 2019-03-31 13F PRUDENTIAL FINL COM 744320102 70,519 471 0.67 6,479 13.43 0.0147
2019-02-07 2018-12-31 13F PRUDENTIAL FINL COM 744320102 70,048 6,883 10.90 5,712 -10.75 0.0152
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 63,165 6,293 11.07 6,400 20.35 0.0153
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 56,872 768 1.37 5,318 -8.47 0.0140
2018-05-15 2018-03-31 13F PRUDENTIAL FINL COM 744320102 56,104 5,027 9.84 5,810 -1.07 0.0160
2018-02-14 2017-12-31 13F PRUDENTIAL FINL COM 744320102 51,077 3,222 6.73 5,873 15.43 0.0179
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COM 744320102 47,855 -103 -0.21 5,088 -1.89 0.0180
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COM 744320102 47,958 41,342 624.88 5,186 636.65 0.0197
2017-05-15 2017-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 6,616 492 8.03 704 9.66 0.0048
2017-02-13 2016-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 6,124 -12,840 -67.71 642 -59.00 0.0049
2016-11-16 2016-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 18,964 -11,424 -37.59 1,566 -25.46 0.0149
2016-08-15 2016-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 30,388 -16,578 -35.30 2,101 -37.17 0.0177
2016-05-16 2016-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 46,966 -6,030 -11.38 3,344 -20.70 0.0093
2016-02-12 2015-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 52,996 11,627 28.11 4,217 31.90 0.0117
2015-11-13 2015-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 41,369 5,849 16.47 3,197 2.86 0.0176
2015-08-14 2015-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 35,520 2,330 7.02 3,108 17.86 0.0158
2015-05-14 2015-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 33,190 -535 -1.59 2,637 -13.57 0.0135
2015-02-13 2014-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 33,725 8,147 31.85 3,051 39.19 0.0167
2014-11-10 2014-09-30 13F PRUDENTIAL FINANCIAL COM 744320102 25,578 -445 -1.71 2,192 -5.11 0.0131
2014-08-05 2014-06-30 13F/A-1 PRUDENTIAL FINANCIAL COM 744320102 26,023 86 0.33 2,310 5.19 0.0135
2014-08-05 2014-06-30 13F PRUDENTIAL FINANCIAL COM 744320102 26,023 1,693
2014-05-12 2014-03-31 13F PRUDENTIAL FINANCIAL COM 744320102 25,937 -5,617 -17.80 2,196 -24.54 0.0135
2014-02-13 2013-12-31 13F PRUDENTIAL FINANCIAL COM 744320102 31,554 10,410 49.23 2,910 71.48 0.0182
2013-11-04 2013-09-30 13F PRUDENTIAL FINL COM 744320102 21,144 4,609 27.87 1,697 40.48 0.0113
2013-08-15 2013-06-30 13F PRUDENTIAL FINL COM 744320102 16,535 16,535 1,208 0.0087
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.