Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership1,616 shares
Latest Disclosed Value $ 157,868
Mv Capital Management, Inc. reports 18.30% increase in ownership of PRU / Prudential Financial, Inc.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,616 shares of Prudential Financial, Inc. (MX:PRU) valued at $157,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 1,366 shares of Prudential Financial, Inc.. This represents a change in shares of 18.30% 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)
2026-04-30 2026-03-31 13F PRUDENTIAL FINL COM 744320102 1,616 250 18.30 158 1.95 0.0155
2026-02-23 2025-12-31 13F PRUDENTIAL FINL COM 744320102 1,366 352 34.71 154 46.67 0.0148
2026-02-23 2025-09-30 13F PRUDENTIAL FINL COM 744320102 1,014 -5 -0.49 105 -3.67 0.0101
2025-08-08 2025-06-30 13F PRUDENTIAL FINL COM 744320102 1,019 10 0.99 109 -2.68 0.0113
2025-04-15 2025-03-31 13F PRUDENTIAL FINL COM 744320102 1,009 -4 -0.39 113 -6.67 0.0121
2025-02-12 2024-12-31 13F PRUDENTIAL FINL COM 744320102 1,013 -6 -0.59 120 -2.44 0.0128
2024-11-04 2024-09-30 13F PRUDENTIAL FINL COM 744320102 1,019 -108 -9.58 123 -6.82 0.0131
2024-08-01 2024-06-30 13F PRUDENTIAL FINL COM 744320102 1,127 9 0.81 132 0.76 0.0149
2024-04-18 2024-03-31 13F PRUDENTIAL FINL COM 744320102 1,118 107 10.58 131 25.96 0.0150
2024-01-29 2023-12-31 13F PRUDENTIAL FINL COM 744320102 1,011 -136 -11.86 105 -3.70 0.0133
2023-11-07 2023-09-30 13F PRUDENTIAL FINL COM 744320102 1,147 4 0.35 109 8.00 0.0145
2023-08-03 2023-06-30 13F PRUDENTIAL FINL COM 744320102 1,143 -93 -7.52 101 -1.96 0.0134
2023-04-26 2023-03-31 13F PRUDENTIAL FINL COM 744320102 1,236 -89 -6.72 102 -22.14 0.0144
2023-01-27 2022-12-31 13F PRUDENTIAL FINL COM 744320102 1,325 39 3.03 132 19.09 0.0204
2022-10-24 2022-09-30 13F PRUDENTIAL FINL COM 744320102 1,286 232 22.01 110 8.91 0.0190
2022-07-19 2022-06-30 13F PRUDENTIAL FINL COM 744320102 1,054 -68 -6.06 101 -24.06 0.0172
2022-05-09 2022-03-31 13F PRUDENTIAL FINL COM 744320102 1,122 10 0.90 133 10.83 0.0200
2022-02-02 2021-12-31 13F PRUDENTIAL FINL COM 744320102 1,112 52 4.91 120 7.14 0.0175
2021-11-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 1,060 62 6.21 112 9.80 0.0185
2021-08-03 2021-06-30 13F PRUDENTIAL FINL COM 744320102 998 67 7.20 102 20.00 0.0173
2021-05-12 2021-03-31 13F PRUDENTIAL FINL COM 744320102 931 10 1.09 85 18.06 0.0155
2021-02-08 2020-12-31 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 72 22.03 0.0137
2020-11-12 2020-09-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 59 5.36 0.0123
2020-08-04 2020-06-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 56 16.67 0.0132
2020-04-28 2020-03-31 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 48 -44.19 0.0125
2020-02-05 2019-12-31 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 86 3.61 0.0186
2019-11-21 2019-09-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 83 -10.75 0.0189
2019-08-07 2019-06-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 93 9.41 0.0215
2019-05-02 2019-03-31 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 85 13.33 0.0204
2019-02-13 2018-12-31 13F PRUDENTIAL FINL COM 744320102 921 -43 -4.46 75 -23.47 0.0210
2018-11-06 2018-09-30 13F PRUDENTIAL FINL COM 744320102 964 0 0.00 98 8.89 0.0244
2018-08-14 2018-06-30 13F/A-1 PRUDENTIAL FINL COM 744320102 964 19 2.01 90 -8.16 0.0234
2018-08-14 2018-06-30 13F PRUDENTIAL FINL COM 744320102 945 0 98
2018-05-09 2018-03-31 13F PRUDENTIAL FINL COM 744320102 945 -19 -1.97 98 -11.71 0.0259
2018-03-05 2017-12-31 13F PRUDENTIAL FINL COM 744320102 964 0 0.00 111 8.82 0.0302
2017-11-15 2017-09-30 13F PRUDENTIAL FINL COM 744320102 964 0 0.00 102 -1.92 0.0286
2017-08-01 2017-06-30 13F PRUDENTIAL FINL COM 744320102 964 0 0.00 104 0.97 0.0307
2017-05-15 2017-03-31 13F PRUDENTIAL FINL COM 744320102 964 17 1.80 103 4.04 0.0324
2017-02-14 2016-12-31 13F PRUDENTIAL FINL COM 744320102 947 26 2.82 99 32.00 0.0356
2016-11-15 2016-09-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 75 13.64 0.0272
2016-08-12 2016-06-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 66 -1.49 0.0239
2016-05-13 2016-03-31 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 67 -10.67 0.0271
2016-02-12 2015-12-31 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 75 7.14 0.0296
2015-11-13 2015-09-30 13F PRUDENTIAL FINL COM 744320102 921 0 0.00 70 -13.58 0.0318
2015-08-14 2015-06-30 13F PRUDENTIAL FINL COM 744320102 921 -26 -2.75 81 6.58 0.0329
2015-05-13 2015-03-31 13F PRUDENTIAL FINL COM 744320102 947 26 2.82 76 -8.43 0.0318
2015-03-12 2014-12-31 13F PRUDENTIAL FINL COM 744320102 921 921 83 0.0377
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.