Prudential Financial

PRU • NYSE

Prudential Financial is a insurance - life company in the financial services sector on NYSE, led by Andrew F. Sullivan, with a market cap of $40.9B. As of Q3 2025, 59% of shares are held by 1,272 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.04%.

President and Chief Executive OfficerAndrew F. Sullivan

Market Cap$40.9B

Insurance - Life

Financial Services

Employees40.7K

Websiteinvestor.prudential.com

Country

United States of America

Overview

Overview of institutional ownership in PRU as of Q3 2025 with a market cap of $36.5B

All Institutions

Institutions: 1,272
Value Held: $21.7B
Shares Held: 209.4M
Avg Position: $17.1M
Median Position: $557.2K

Hedge Funds

Hedge Funds: 65
Value Held: $626.3M
Shares Held: 6.1M
Avg Position: $9.6M
Median Position: $1.6M

Ownership Breakdown

Institutional (non-HF)

57.76%

$21.1B

Hedge Funds

1.72%

$626.3M

Retail & Other

40.53%

$14.8B

Based on market cap of $36.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PRU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.4B 0.07% of portfolio	12.04% 42.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$3.3B 0.06% of portfolio	9.02% 31.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.8B 0.06% of portfolio	4.84% 17.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$987.8M 0.06% of portfolio	2.70% 9.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$646.2M 0.04% of portfolio	1.77% 6.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$543.5M 0.08% of portfolio	1.49% 5.2M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$438.5M 0.06% of portfolio	1.20% 4.2M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$421.7M 0.07% of portfolio	1.16% 4.1M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$376.0M 0.08% of portfolio	1.03% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	James Poucher CEO	$330.0M 0.07% of portfolio	0.90% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$460.61B

Net Capital Flow

Institutional buying and selling activity for PRU in Q3 2025

Traded: +$106.0M
Buyers: 566
Sellers: 559
Total Bought: +$945.2M
Total Sold: −$839.1M
Avg Position: $16.0M

Biggest Buyers

Institution	Net Bought	Current Position
GOLDMAN SACHS GROUP INC Institution	+$168.2M +1.6M shares	$543.5M 5.2M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$54.0M +520.4K shares	$83.4M 804.3K shares
UBS Group AG Institution	+$41.8M +403.3K shares	$196.6M 1.9M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$37.4M +360.2K shares	$173.6M 1.7M shares
A Algebris Ltd Institution	+$36.3M +350.2K shares	$36.3M 350.2K shares
Woodline Partners LP Hedge Fund•Long/Short	+$32.9M +317.1K shares	$32.9M 317.1K shares
R ROYAL BANK OF CANADA Institution	+$24.0M +231.7K shares	$136.5M 1.3M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$23.5M +226.2K shares	$23.5M 226.2K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	+$23.0M +221.9K shares	$77.0M 741.9K shares
L LPL Financial LLC Institution	+$22.4M +216.3K shares	$79.8M 769.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$82.0M −790.4K shares	$330.0M 3.2M shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$54.3M −523.3K shares	$38.0M 366.7K shares
A AustralianSuper Pty Ltd Institution	−$44.9M −433.3K shares	$83.8M 807.7K shares
M Man Group plc Institution	−$31.0M −298.7K shares	$4.8M 46.4K shares
Q Qube Research & Technologies Ltd Institution	−$30.3M −292.5K shares	$78.7M 758.9K shares
BARCLAYS PLC Institution	−$26.1M −251.7K shares	$164.0M 1.6M shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	−$25.4M −245.2K shares	$29.1M 280.2K shares
MORGAN STANLEY RIA/Wealth	−$24.7M −237.6K shares	$646.2M 6.2M shares
A Amundi Institution	−$23.9M −231.3K shares	$123.8M 1.2M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$23.0M −221.4K shares	$5.4M 51.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PRU in Q3 2025

New Positions: 38
New Value: $6.2M
Exited Positions: 81
Exited Value: $47.8M

New Positions

Institution	Position Value
T TEMA ETFS LLC Institution	$673.4K 6.5K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$646.4K 6.4K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$473.9K 4.6K shares
B Brown Financial Advisors RIA/Wealth	$469.3K 4.5K shares
D Douglass Winthrop Advisors, LLC RIA/Wealth	$416.3K 4.0K shares
C Copley Financial Group, Inc. RIA/Wealth	$401.6K 3.9K shares
Board of the Pension Protection Fund RIA/Wealth	$352.7K 3.4K shares
A4 Wealth Advisors LLC RIA/Wealth	$300.7K 2.9K shares
K Keebeck Alpha, LP Hedge Fund	$291.3K 2.8K shares
W Whalen Wealth Management Inc. RIA/Wealth	$277.4K 2.7K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$6.1M 56.7K shares
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	$4.3M 40.2K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.1M 28.5K shares
R Rodgers Brothers Inc. RIA/Wealth	$2.9M 27.1K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.4M 22.5K shares
N Neo Ivy Capital Management Hedge Fund•Quant	$2.2M 20.5K shares
VGI PARTNERS PTY Ltd Hedge Fund•Long/Short	$2.0M 18.4K shares
I Illinois Municipal Retirement Fund Institution	$1.7M 16.1K shares
E Econ Financial Services Corp Institution	$1.7M 15.5K shares
AlphaStar Capital Management, LLC RIA/Wealth	$1.6M 14.6K shares

Options Activity

Institutions with the largest Call and Put options positions in PRU as of Q3 2025

Call Positions: 37
Call Value: $319.6M
Put Positions: 29
Put Value: $378.9M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$89.5M 8.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$54.5M 5.3K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$22.0M 2.1K contracts
W WOLVERINE TRADING, LLC Institution	$17.7M 1.7K contracts
J JANE STREET GROUP, LLC Institution	$17.5M 1.7K contracts
UBS Group AG Institution	$16.1M 1.6K contracts
BANK OF AMERICA CORP /DE/ Institution	$14.9M 1.4K contracts
GOLDMAN SACHS GROUP INC Institution	$14.1M 1.4K contracts
Walleye Trading LLC RIA/Wealth	$10.1M 972.0 contracts
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$7.7M 742.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$108.8M 10.5K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$53.4M 51.5 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$51.8M 5.0K contracts
UBS Group AG Institution	$30.5M 2.9K contracts
W WOLVERINE TRADING, LLC Institution	$25.2M 2.4K contracts
GOLDMAN SACHS GROUP INC Institution	$20.8M 2.0K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$16.4M 1.6K contracts
BANK OF AMERICA CORP /DE/ Institution	$11.3M 1.1K contracts
CITIGROUP INC Institution	$9.6M 925.0 contracts
H HSBC HOLDINGS PLC Institution	$6.4M 619.0 contracts

Most Committed Institutions

Institutions with PRU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Algebris Ltd Institution	-	4.54% $36.3M	0.10% 350.2K shares	Q2 2024 Held for 1y 5m	$799.8M
N NIPPON LIFE INSURANCE CO Institution	-	4.47% $265.6M	0.73% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.9B
GARLAND CAPITAL MANAGEMENT INC RIA/Wealth	John Thomas Garland President	3.96% $287.9K	0.00% 2.8K shares	≤ Q2 2013 Held for 12y 5m+	$7.3M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	David Wayne Durham CCO	2.37% $5.3M	0.01% 51.4K shares	Q3 2020 Held for 5y 2m	$224.8M
O Orca Wealth Management, LLC RIA/Wealth	Kenneth Donald Ouellette Managing Partner	2.27% $3.0M	0.01% 28.8K shares	Q4 2024 Held for 11 months	$132.0M
Orca Investment Management, LLC RIA/Wealth	Shawn Patrick Willard CCO	2.10% $2.6M	0.01% 24.7K shares	Q4 2020 Held for 4y 11m	$122.1M
N New Century Financial Group, LLC RIA/Wealth	Jon Paul Brouard President	1.88% $1.1M	0.00% 10.2K shares	Q2 2025 Held for 5 months	$56.3M
W Weaver C. Barksdale & Associates, Inc. Long Only Manager	Ann Loden Roberts CEO	1.72% $1.8M	0.00% 17.2K shares	Q4 2021 Held for 3y 11m	$103.9M
Kerusso Capital Management LLC RIA/Wealth	Randell Alfredine Cain CEO	1.72% $2.8M	0.01% 26.9K shares	Q1 2025 Held for 8 months	$162.7M
Verity & Verity, LLC RIA/Wealth	William Wymond Verity President	1.62% $20.2M	0.06% 195.1K shares	Q1 2017 Held for 8y 8m	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in PRU

Blueshift Asset Management, LLC

Hedge Fund • Quant

Portfolio ManagerMani Sabet Mahjouri

Portfolio Value: $325.8M
Positions: 427
Last Reported: Q3 2025

Sector Allocation

Position in Prudential Financial

Market Value: $416.0K
Shares Held: 4.0K
Portfolio Weight: 0.13%
Owned Since: 2024-Q2

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