Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,588,247 shares
Latest Disclosed Value $ 155,155,833
First Trust Advisors Lp reports 37.31% increase in ownership of PRU / Prudential Financial, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,588,247 shares of Prudential Financial, Inc. (MX:PRU) valued at $155,155,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,156,720 shares of Prudential Financial, Inc.. This represents a change in shares of 37.31% 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)
2026-05-13 2026-03-31 13F PRUDENTIAL FINL COM 744320102 1,588,247 431,527 37.31 155,156 18.83 0.1106
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 1,156,720 -15,723 -1.34 130,571 7.35 0.0949
2025-11-12 2025-09-30 13F PRUDENTIAL FINL COM 744320102 1,172,443 17,030 1.47 121,629 -2.02 0.0904
2025-08-13 2025-06-30 13F PRUDENTIAL FINL COM 744320102 1,155,413 -168,727 -12.74 124,138 -16.06 0.0998
2025-05-14 2025-03-31 13F PRUDENTIAL FINL COM 744320102 1,324,140 612,512 86.07 147,880 75.32 0.1310
2025-02-13 2024-12-31 13F PRUDENTIAL FINL COM 744320102 711,628 122,616 20.82 84,349 18.25 0.0744
2024-11-13 2024-09-30 13F PRUDENTIAL FINL COM 744320102 589,012 -29,456 -4.76 71,329 -1.59 0.0680
2024-08-13 2024-06-30 13F PRUDENTIAL FINL COM 744320102 618,468 36,298 6.23 72,478 6.05 0.0739
2024-05-13 2024-03-31 13F PRUDENTIAL FINL COM 744320102 582,170 -38,976 -6.27 68,347 6.10 0.0694
2024-02-13 2023-12-31 13F PRUDENTIAL FINL COM 744320102 621,146 -80,371 -11.46 64,419 -3.23 0.0703
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 701,517 -134,522 -16.09 66,567 -9.75 0.0789
2023-08-14 2023-06-30 13F PRUDENTIAL FINL COM 744320102 836,039 13,314 1.62 73,755 8.35 0.0839
2023-05-15 2023-03-31 13F PRUDENTIAL FINL COM 744320102 822,725 -1,567,375 -65.58 68,072 -71.36 0.0786
2023-02-09 2022-12-31 13F PRUDENTIAL FINL COM 744320102 2,390,100 -146,475 -5.77 237,720 9.25 0.2827
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 2,536,575 40,203 1.61 217,587 -8.90 0.2821
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 2,496,372 120,989 5.09 238,853 -14.91 0.2949
2022-05-13 2022-03-31 13F PRUDENTIAL FINL COM 744320102 2,375,383 1,807,375 318.20 280,699 356.56 0.2871
2022-02-08 2021-12-31 13F PRUDENTIAL FINL COM 744320102 568,008 125,399 28.33 61,481 32.04 0.0598
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 442,609 119,589 37.02 46,562 40.67 0.0501
2021-10-12 2021-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 323,020 -520 -0.16 33,100 12.30 0.0358
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 334,020 10,480 34,227 0.0353
2021-05-14 2021-03-31 13F PRUDENTIAL FINL COM 744320102 323,540 -477,243 -59.60 29,474 -52.85 0.0357
2021-02-02 2020-12-31 13F PRUDENTIAL FINL COM 744320102 800,783 -159,575 -16.62 62,517 2.48 0.0828
2020-11-05 2020-09-30 13F PRUDENTIAL FINL COM 744320102 960,358 -3,213 -0.33 61,002 3.96 0.0977
2020-07-22 2020-06-30 13F PRUDENTIAL FINL COM 744320102 963,571 662,005 219.52 58,681 273.19 0.1017
2020-05-06 2020-03-31 13F PRUDENTIAL FINL COM 744320102 301,566 -233,052 -43.59 15,724 -68.62 0.0356
2020-02-03 2019-12-31 13F PRUDENTIAL FINL COM 744320102 534,618 116,444 27.85 50,115 33.23 0.0856
2019-11-04 2019-09-30 13F PRUDENTIAL FINL COM 744320102 418,174 32,835 8.52 37,615 -3.35 0.0708
2019-07-30 2019-06-30 13F PRUDENTIAL FINL COM 744320102 385,339 -77,670 -16.78 38,919 -8.51 0.0734
2019-06-19 2019-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 463,009 -125,739 -21.36 42,541 -11.40 0.0846
2019-05-09 2019-03-31 13F PRUDENTIAL FINL COM 744320102 463,009 -125,739 42,541
2019-02-07 2018-12-31 13F PRUDENTIAL FINL COM 744320102 588,748 -30,949 -4.99 48,012 -23.53 0.1138
2018-10-25 2018-09-30 13F PRUDENTIAL FINL COM 744320102 619,697 74,707 13.71 62,788 23.21 0.1169
2018-08-02 2018-06-30 13F PRUDENTIAL FINL COM 744320102 544,990 261,210 92.05 50,962 73.43 0.1057
2018-04-23 2018-03-31 13F PRUDENTIAL FINL COM 744320102 283,780 71,865 33.91 29,385 20.60 0.0675
2018-02-08 2017-12-31 13F PRUDENTIAL FINL COM 744320102 211,915 -6,202 -2.84 24,366 5.07 0.0580
2017-10-24 2017-09-30 13F PRUDENTIAL FINL COM 744320102 218,117 -21,200 -8.86 23,190 -10.39 0.0597
2017-08-02 2017-06-30 13F PRUDENTIAL FINL COM 744320102 239,317 -174,847 -42.22 25,880 -41.43 0.0691
2017-05-02 2017-03-31 13F PRUDENTIAL FINL COM 744320102 414,164 -30,840 -6.93 44,183 -4.59 0.1224
2017-02-06 2016-12-31 13F PRUDENTIAL FINL COM 744320102 445,004 -91,306 -17.02 46,307 5.75 0.1378
2016-11-01 2016-09-30 13F PRUDENTIAL FINL COM 744320102 536,310 -14,360 -2.61 43,790 11.47 0.1307
2016-08-04 2016-06-30 13F PRUDENTIAL FINL COM 744320102 550,670 402,957 272.80 39,285 268.25 0.1237
2016-05-10 2016-03-31 13F PRUDENTIAL FINL COM 744320102 147,713 31,825 27.46 10,668 13.08 0.0343
2016-05-04 2015-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 115,888 29,862 34.71 9,434 43.90 0.0245
2016-02-03 2015-12-31 13F PRUDENTIAL FINL COM 744320102 115,888 9,434
2015-11-05 2015-09-30 13F PRUDENTIAL FINL COM 744320102 86,026 43,483 102.21 6,556 76.09 0.0190
2015-08-04 2015-06-30 13F PRUDENTIAL FINL COM 744320102 42,543 12,745 42.77 3,723 55.58 0.0097
2015-05-04 2015-03-31 13F PRUDENTIAL FINL COM 744320102 29,798 -64,819 -68.51 2,393 -72.04 0.0070
2015-02-13 2014-12-31 13F PRUDENTIAL FINL COM 744320102 94,617 69,043 269.97 8,559 280.57 0.0289
2014-11-12 2014-09-30 13F PRUDENTIAL FINL COM 744320102 25,574 -17,690 -40.89 2,249 -41.45 0.0088
2014-08-11 2014-06-30 13F PRUDENTIAL FINL COM 744320102 43,264 -142,558 -76.72 3,841 -75.58 0.0160
2014-05-12 2014-03-31 13F PRUDENTIAL FINL COM 744320102 185,822 28,080 17.80 15,730 8.13 0.0691
2014-08-08 2013-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 157,742 32,828 26.28 14,547 49.34 0.0705
2014-02-13 2013-12-31 13F PRUDENTIAL FINL COM 744320102 157,742 14,547
2013-11-12 2013-09-30 13F PRUDENTIAL FINL COM 744320102 124,914 74,991 150.21 9,741 167.17 0.0528
2013-08-12 2013-06-30 13F PRUDENTIAL FINL COM 744320102 49,923 49,923 3,646 0.0237
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.