Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership586,886 shares
Latest Disclosed Value $ 57,332,893
Jacobs Levy Equity Management, Inc reports 2.87% increase in ownership of PRU / Prudential Financial, Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 586,886 shares of Prudential Financial, Inc. (MX:PRU) valued at $57,332,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 570,534 shares of Prudential Financial, Inc.. This represents a change in shares of 2.87% 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 586,886 16,352 2.87 57,333 -10.98 0.2410
2026-02-13 2025-12-31 13F PRUDENTIAL FINL COM 744320102 570,534 24,948 4.57 64,402 13.78 0.2487
2025-11-17 2025-09-30 13F PRUDENTIAL FINL COM 744320102 545,586 110,113 25.29 56,599 20.97 0.2249
2025-08-14 2025-06-30 13F PRUDENTIAL FINL COM 744320102 435,473 81,116 22.89 46,787 18.23 0.1834
2025-05-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 354,357 -11,047 -3.02 39,575 -8.63 0.1570
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 365,404 150,948 70.39 43,311 66.77 0.1532
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 214,456 151,710 241.78 25,971 253.19 0.1002
2024-08-14 2024-06-30 13F PRUDENTIAL FINL COM 744320102 62,746 62,746 7,353 0.0304
2022-11-15 2022-09-30 13F PRUDENTIAL FINL COM 744320102 0 -925,975 -100.00 0 -100.00
2022-08-15 2022-06-30 13F PRUDENTIAL FINL COM 744320102 925,975 -58,639 -5.96 88,597 -23.85 0.6858
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 984,614 14,633 1.51 116,352 10.82 0.7827
2022-02-14 2021-12-31 13F PRUDENTIAL FINL COM 744320102 969,981 170,894 21.39 104,991 24.89 0.7030
2021-11-15 2021-09-30 13F PRUDENTIAL FINL COM 744320102 799,087 35,650 4.67 84,064 7.46 0.5660
2021-08-16 2021-06-30 13F PRUDENTIAL FINL COM 744320102 763,437 711,279 1,363.70 78,229 1,546.23 0.5303
2021-05-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 52,158 -137,692 -72.53 4,752 -67.94 0.0367
2021-02-16 2020-12-31 13F PRUDENTIAL FINL COM 744320102 189,850 189,850 14,822 0.1300
2020-08-17 2020-06-30 13F PRUDENTIAL FINL COM 744320102 0 -7,235 -100.00 0 -100.00
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 7,235 -633,954 -98.87 377 -99.37 0.0048
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 641,189 119,177 22.83 60,105 28.01 0.5897
2019-11-14 2019-09-30 13F PRUDENTIAL FINL COM 744320102 522,012 70,794 15.69 46,955 3.03 0.5763
2019-08-13 2019-06-30 13F PRUDENTIAL FINL COM 744320102 451,218 -81,740 -15.34 45,573 -6.93 0.6306
2019-05-14 2019-03-31 13F PRUDENTIAL FINL COM 744320102 532,958 17,650 3.43 48,968 16.53 0.7066
2019-02-14 2018-12-31 13F PRUDENTIAL FINL COM 744320102 515,308 214,640 71.39 42,023 37.94 0.7386
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 300,668 17,240 6.08 30,464 14.95 0.4321
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 283,428 6,371 2.30 26,503 -7.62 0.4166
2018-05-15 2018-03-31 13F PRUDENTIAL FINL COM 744320102 277,057 26,220 10.45 28,689 -0.53 0.4774
2018-02-13 2017-12-31 13F PRUDENTIAL FINL COM 744320102 250,837 -4,770 -1.87 28,841 6.13 0.5069
2017-11-14 2017-09-30 13F PRUDENTIAL FINL INC COM COM 744320102 255,607 12,768 5.26 27,176 3.48 0.5283
2017-11-09 2017-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 242,839 -33,590 -12.15 26,261 -10.95 0.5615
2017-08-14 2017-06-30 13F PRUDENTIAL FINL COM 744320102 242,839 -33,590 26,261
2017-05-12 2017-03-31 13F PRUDENTIAL FINL COM 744320102 276,429 -3,450 -1.23 29,489 1.25 0.5961
2017-02-14 2016-12-31 13F PRUDENTIAL FINL COM 744320102 279,879 277,419 11,277.20 29,124 14,389.55 0.5624
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 2,460 2,460 0.00 201 0.0036
2016-05-16 2016-03-31 13F PRUDENTIAL FINL INC COM COM 744320102 0 -313,800 -100.00 0 -100.00
2016-02-16 2015-12-31 13F PRUDENTIAL FINL INC COM COM 744320102 313,800 -5,310 -1.66 25,546 5.05 0.5075
2015-11-16 2015-09-30 13F PRUDENTIAL FINL COM 744320102 319,110 -3,680 -1.14 24,319 -13.92 0.4988
2015-08-14 2015-06-30 13F PRUDENTIAL FINL COM 744320102 322,790 -4,140 -1.27 28,251 7.60 0.5373
2015-05-15 2015-03-31 13F PRUDENTIAL FINL INC COM COM 744320102 326,930 12,660 4.03 26,256 -7.64 0.4469
2015-02-17 2014-12-31 13F PRUDENTIAL FINL INC COM COM 744320102 314,270 -24,520 -7.24 28,429 -4.58 0.4870
2014-11-14 2014-09-30 13F PRUDENTIAL FINL COM 744320102 338,790 39,050 13.03 29,793 11.97 0.4977
2014-08-14 2014-06-30 13F PRUDENTIAL FINL COM 744320102 299,740 -49,241 -14.11 26,608 -9.93 0.4404
2014-05-15 2014-03-31 13F PRUDENTIAL FINL INC COM COM 744320102 348,981 6,490 1.89 29,541 -6.47 0.4949
2014-02-14 2013-12-31 13F PRUDENTIAL FINL INC COM COM 744320102 342,491 179,141 109.67 31,585 147.96 0.4745
2013-11-14 2013-09-30 13F PRUDENTIAL FINL COM 744320102 163,350 108,710 198.96 12,738 219.25 0.2158
2013-08-14 2013-06-30 13F PRUDENTIAL FINL COM 744320102 54,640 54,640 3,990 0.0705
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.