Prudential Financial, Inc.
US ˙ NYSE ˙ US7443201022

SecurityPRU / Prudential Financial, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership14,539 shares
Latest Disclosed Value $ 1,420,315
Pinnacle Associates Ltd reports 1.70% decrease in ownership of PRU / Prudential Financial, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 14,539 shares of Prudential Financial, Inc. (US:PRU) valued at $1,420,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 14,791 shares of Prudential Financial, Inc.. This represents a change in shares of -1.70% during the quarter. The current value of the position is $1,465,386 USD.

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)
2026-04-21 2026-03-31 13F PRUDENTIAL FINL COM 744320102 14,539 -252 -1.70 1,420 -14.92 0.0182
2026-02-05 2025-12-31 13F PRUDENTIAL FINL COM 744320102 14,791 154 1.05 1,670 9.95 0.0214
2025-11-13 2025-09-30 13F PRUDENTIAL FINL COM 744320102 14,637 -321 -2.15 1,518 -5.54 0.0201
2025-08-04 2025-06-30 13F PRUDENTIAL FINL COM 744320102 14,958 -779 -4.95 1,607 -8.54 0.0233
2025-05-06 2025-03-31 13F PRUDENTIAL FINL COM 744320102 15,737 174 1.12 1,758 -4.72 0.0258
2025-02-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 15,563 -212 -1.34 1,845 12.71 0.0250
2024-10-25 2024-09-30 13F PRUDENTIAL FINL COM 744320102 15,775 99 0.63 1,636 -10.94 0.0278
2024-07-30 2024-06-30 13F PRUDENTIAL FINL COM 744320102 15,676 397 2.60 1,837 2.45 0.0288
2024-04-26 2024-03-31 13F PRUDENTIAL FINL COM 744320102 15,279 -496 -3.14 1,794 9.60 0.0283
2024-01-19 2023-12-31 13F PRUDENTIAL FINL COM 744320102 15,775 -477 -2.94 1,636 6.10 0.0275
2023-10-24 2023-09-30 13F PRUDENTIAL FINL COM 744320102 16,252 715 4.60 1,542 12.55 0.0287
2023-07-27 2023-06-30 13F PRUDENTIAL FINL COM 744320102 15,537 45 0.29 1,371 6.95 0.0238
2023-05-05 2023-03-31 13F PRUDENTIAL FINL COM 744320102 15,492 -1,108 -6.67 1,282 -22.41 0.0262
2023-02-01 2022-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 16,600 -75 -0.45 1,651 15.45 0.0360
2023-01-25 2022-12-31 13F PRUDENTIAL FINL COM 744320102 16,133 -542 1,739 0.0000
2022-11-01 2022-09-30 13F PRUDENTIAL FINL COM 744320102 16,675 122 0.74 1,430 -9.72 0.0328
2022-08-02 2022-06-30 13F PRUDENTIAL FINL COM 744320102 16,553 111 0.68 1,584 -18.48 0.0345
2022-05-05 2022-03-31 13F PRUDENTIAL FINL COM 744320102 16,442 -8,433 -33.90 1,943 -27.82 0.0344
2022-02-02 2021-12-31 13F PRUDENTIAL FINL COM 744320102 24,875 -217 -0.86 2,692 1.97 0.0464
2021-10-19 2021-09-30 13F PRUDENTIAL FINL COM 744320102 25,092 -275 -1.08 2,640 1.58 0.0487
2021-08-02 2021-06-30 13F PRUDENTIAL FINL COM 744320102 25,367 -6,066 -19.30 2,599 -9.25 0.0470
2021-05-12 2021-03-31 13F PRUDENTIAL FINL COM 744320102 31,433 -968 -2.99 2,864 13.20 0.0546
2021-01-26 2020-12-31 13F PRUDENTIAL FINL COM 744320102 32,401 53 0.16 2,530 23.11 0.0514
2020-10-23 2020-09-30 13F PRUDENTIAL FINL COM 744320102 32,348 -7,655 -19.14 2,055 -15.64 0.0488
2020-08-14 2020-06-30 13F PRUDENTIAL FINL COM 744320102 40,003 -7,617 -16.00 2,436 -1.89 0.0601
2020-05-13 2020-03-31 13F PRUDENTIAL FINL COM 744320102 47,620 -1,365 -2.79 2,483 -45.93 0.0754
2020-02-03 2019-12-31 13F PRUDENTIAL FINL COM 744320102 48,985 560 1.16 4,592 5.42 0.1006
2019-11-08 2019-09-30 13F PRUDENTIAL FINL COM 744320102 48,425 196 0.41 4,356 -10.57 0.1026
2019-08-05 2019-06-30 13F PRUDENTIAL FINL COM 744320102 48,229 1,270 2.70 4,871 12.89 0.1141
2019-05-10 2019-03-31 13F PRUDENTIAL FINL COM 744320102 46,959 -1,859 -3.81 4,315 8.39 0.0975
2019-02-05 2018-12-31 13F PRUDENTIAL FINL COM 744320102 48,818 -583 -1.18 3,981 -20.46 0.1028
2018-11-09 2018-09-30 13F PRUDENTIAL FINL COM 744320102 49,401 -966 -1.92 5,005 6.26 0.1038
2018-08-08 2018-06-30 13F PRUDENTIAL FINL COM 744320102 50,367 -4 -0.01 4,710 -9.70 0.0969
2018-05-11 2018-03-31 13F PRUDENTIAL FINL COM 744320102 50,371 -1,898 -3.63 5,216 -13.21 0.1022
2018-02-12 2017-12-31 13F PRUDENTIAL FINL COM 744320102 52,269 483 0.93 6,010 9.15 0.1155
2017-11-13 2017-09-30 13F PRUDENTIAL FINL COM 744320102 51,786 -487 -0.93 5,506 -2.60 0.1015
2017-08-09 2017-06-30 13F PRUDENTIAL FINL COM 744320102 52,273 -6,159 -10.54 5,653 -9.32 0.1086
2017-05-09 2017-03-31 13F PRUDENTIAL FINL COM 744320102 58,432 -7,731 -11.68 6,234 -9.46 0.1191
2017-02-10 2016-12-31 13F PRUDENTIAL FINL COM 744320102 66,163 -1,627 -2.40 6,885 24.39 0.1389
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 67,790 1,505 2.27 5,535 17.04 0.1110
2016-08-15 2016-06-30 13F PRUDENTIAL FINL COM 744320102 66,285 312 0.47 4,729 -0.76 0.1019
2016-05-13 2016-03-31 13F PRUDENTIAL FINL COM 744320102 65,973 2,769 4.38 4,765 -7.39 0.1019
2016-02-11 2015-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 63,204 -743 -1.16 5,145 5.58 0.1079
2016-02-09 2015-12-31 13F PRUDENTIAL FINL COM 744320102 63,204 -743 5,145 0.1099
2015-11-10 2015-09-30 13F PRUDENTIAL FINL COM 744320102 63,947 56 0.09 4,873 -12.86 0.1078
2015-08-12 2015-06-30 13F PRUDENTIAL FINL COM 744320102 63,891 -565 -0.88 5,592 8.04 0.1038
2015-05-15 2015-03-31 13F Prudential Financial COM 744320102 64,456 -202 -0.31 5,176 -11.51 0.0966
2015-02-12 2014-12-31 13F Prudential Financial COM 744320102 64,658 7,605 13.33 5,849 16.58 0.1147
2014-11-12 2014-09-30 13F Prudential Financial COM 744320102 57,053 -275 -0.48 5,017 -1.41 0.1022
2014-08-14 2014-06-30 13F Prudential Financial COM 744320102 57,328 825 1.46 5,089 6.40 0.0993
2014-05-14 2014-03-31 13F Prudential Financial COM 744320102 56,503 -143 -0.25 4,783 -8.44 0.0933
2014-02-12 2013-12-31 13F Prudential Financial COM 744320102 56,646 101 0.18 5,224 18.48 0.1020
2013-11-14 2013-09-30 13F Prudential Financial COM 744320102 56,545 901 1.62 4,409 8.49 0.0912
2013-08-13 2013-06-30 13F Prudential Financial COM 744320102 55,644 55,644 4,064 0.0913
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.