Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionZacks Investment Management
Latest Disclosed Ownership853,067 shares
Latest Disclosed Value $ 83,336,094
Zacks Investment Management reports 0.03% increase in ownership of PRU / Prudential Financial, Inc.

On May 14, 2026 - Zacks Investment Management filed a 13F-HR form disclosing ownership of 853,067 shares of Prudential Financial, Inc. (MX:PRU) valued at $83,336,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 852,803 shares of Prudential Financial, Inc.. This represents a change in shares of 0.03% 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)
2026-05-14 2026-03-31 13F PRUDENTIAL FINL COM 744320102 853,067 264 0.03 83,336 -13.43 0.4623
2026-02-17 2025-12-31 13F PRUDENTIAL FINL COM 744320102 852,803 -11,903 -1.38 96,264 7.31 0.7563
2025-11-14 2025-09-30 13F PRUDENTIAL FINL COM 744320102 864,706 4,995 0.58 89,705 -2.88 0.7146
2025-08-12 2025-06-30 13F PRUDENTIAL FINL COM 744320102 859,711 9,688 1.14 92,367 -2.70 0.7902
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 850,023 12,915 1.54 94,931 -4.33 0.8863
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 837,108 -84,618 -9.18 99,222 -11.11 0.9186
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 921,726 86,604 10.37 111,621 14.05 0.9683
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 835,122 21,267 2.61 97,868 2.43 1.1017
2024-05-15 2024-03-31 13F PRUDENTIAL FINL COM 744320102 813,855 20,674 2.61 95,547 16.15 1.0189
2024-02-14 2023-12-31 13F PRUDENTIAL FINL COM 744320102 793,181 -49,621 -5.89 82,261 2.86 1.0133
2023-11-14 2023-09-30 13F PRUDENTIAL FINL COM 744320102 842,802 -4,064 -0.48 79,973 7.04 1.0358
2023-08-15 2023-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 846,866 5,048 0.60 74,711 7.26 0.9379
2023-08-15 2023-06-30 13F PRUDENTIAL FINL COM 744320102 791,657 69,840
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 841,818 25,165 3.08 69,652 -14.25 0.9335
2023-02-14 2022-12-31 13F PRUDENTIAL FINL COM 744320102 816,653 27,091 3.43 81,224 19.92 1.1340
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 789,562 23,842 3.11 67,729 -7.55 1.0826
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 765,720 42,638 5.90 73,264 -14.26 1.1178
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COM 744320102 723,082 33,245 4.82 85,447 14.44 1.1858
2022-02-15 2021-12-31 13F PRUDENTIAL FINL COM 744320102 689,837 8,682 1.27 74,668 4.20 1.0499
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 681,155 16,785 2.53 71,657 5.26 1.1311
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 664,370 27,688 4.35 68,078 17.37 1.1019
2021-05-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 636,682 -33,409 -4.99 58,002 10.87 1.0323
2021-02-16 2020-12-31 13F PRUDENTIAL FINL COM 744320102 670,091 -41,625 -5.85 52,314 15.72 0.9655
2020-11-16 2020-09-30 13F PRUDENTIAL FINL COM 744320102 711,716 35,027 5.18 45,208 9.70 0.9161
2020-08-14 2020-06-30 13F PRUDENTIAL FINL COM 744320102 676,689 -21,160 -3.03 41,211 13.26 0.9062
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 697,849 5,645 0.82 36,386 -43.92 0.8925
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 692,204 -3,251 -0.47 64,887 3.73 1.2154
2019-11-14 2019-09-30 13F PRUDENTIAL FINL COM 744320102 695,455 18,384 2.72 62,556 -8.52 1.2536
2019-08-14 2019-06-30 13F PRUDENTIAL FINL COM 744320102 677,071 4,881 0.73 68,384 10.72 1.4029
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 672,190 12,369 1.87 61,761 14.78 1.3247
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 659,821 200,033 43.51 53,808 15.50 1.2977
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 459,788 -2,879 -0.62 46,586 7.68 0.9723
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 462,667 1,850 0.40 43,264 -9.33 0.9415
2018-05-14 2018-03-31 13F PRUDENTIAL FINL COM 744320102 460,817 1,726 0.38 47,718 -9.60 1.0597
2018-02-14 2017-12-31 13F PRUDENTIAL FINL COM 744320102 459,091 9,348 2.08 52,786 10.39 1.1509
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COM 744320102 449,743 5,808 1.31 47,817 -0.40 1.1197
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COM 744320102 443,935 9,665 2.23 48,007 3.62 1.1889
2017-05-15 2017-03-31 13F PRUDENTIAL FINL COM 744320102 434,270 29,088 7.18 46,328 9.88 1.1783
2017-02-13 2016-12-31 13F PRUDENTIAL FINL COM 744320102 405,182 10,851 2.75 42,163 30.95 1.2102
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 394,331 32,251 8.91 32,197 24.64 0.9108
2016-08-15 2016-06-30 13F PRUDENTIAL FINL COM 744320102 362,080 11,676 3.33 25,831 2.07 0.7877
2016-05-12 2016-03-31 13F PRUDENTIAL FINL COM 744320102 350,404 15,625 4.67 25,306 -7.15 0.8028
2016-02-16 2015-12-31 13F PRUDENTIAL FINL COM 744320102 334,779 -9,348 -2.72 27,254 3.92 0.8909
2015-11-12 2015-09-30 13F PRUDENTIAL FINL COM 744320102 344,127 -85,359 -19.87 26,226 -30.23 0.9139
2015-08-12 2015-06-30 13F PRUDENTIAL FINL COM 744320102 429,486 -4,026 -0.93 37,589 7.97 1.1917
2015-05-12 2015-03-31 13F PRUDENTIAL FINL COM 744320102 433,512 14,278 3.41 34,815 -8.20 1.1015
2015-02-13 2014-12-31 13F PRUDENTIAL FINL COM 744320102 419,234 101,140 31.80 37,924 35.73 1.2294
2014-11-13 2014-09-30 13F PRUDENTIAL FINL COM 744320102 318,094 -1,366 -0.43 27,940 -1.55 0.9736
2014-08-12 2014-06-30 13F PRUDENTIAL FINL COM 744320102 319,460 9,277 2.99 28,380 8.09 1.0080
2014-05-13 2014-03-31 13F PRUDENTIAL FINL COM 744320102 310,183 7,828 2.59 26,257 -5.83 0.9726
2014-02-13 2013-12-31 13F PRUDENTIAL FINL COM 744320102 302,355 -1,541 -0.51 27,883 17.66 1.0994
2013-11-14 2013-09-30 13F/A-1 PRUDENTIAL FINL COM 744320102 303,896 5,238 1.75 23,698 8.65 1.0244
2013-11-13 2013-09-30 13F PRUDENTIAL FINL COM 744320102 179,892 23,698
2013-08-13 2013-06-30 13F PRUDENTIAL FINL COM 744320102 298,658 298,658 21,811 1.0010
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.