Vanguard Group Inc ownership in PRU / Prudential Financial, Inc.

Prudential Financial, Inc.

US ˙ NYSE ˙ US7443201022

Security	PRU / Prudential Financial, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	42,287,607 shares
Ownership	11.71%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 42,287,607 shares of Prudential Financial, Inc. (US:PRU). This represents 11.71 percent ownership of the company. In their previous filing dated 2023-07-10 , Vanguard Group Inc had reported owning 37,412,139 shares, indicating an increase of 13.03 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	37,412,139	42,287,607	13.03	11.71	14.24
2023-07-10	2023-07-10	13G/A	31,611,999	37,412,139	18.35	10.25	19.32
2023-02-09	2023-02-09	13G/A	30,542,505	31,611,999	3.50	8.59	6.31
2022-02-10	2022-02-10	13G/A	31,668,435	30,542,505	-3.56	8.08	1.00
2021-02-10	2021-02-10	13G/A	33,168,857	31,668,435	-4.52	8.00	-3.03
2020-02-12	2020-02-12	13G/A	32,028,683	33,168,857	3.56	8.25	6.45
2019-02-12	2019-02-12	13G/A	30,620,961	32,028,683	4.60	7.75	7.34
2018-02-12	2018-02-12	13G/A	29,303,986	30,620,961	4.49	7.22	6.02
2017-02-13	2017-02-13	13G/A	27,101,483	29,303,986	8.13	6.81	12.94
2016-02-10	2016-02-10	13G/A		27,101,483		6.03
2015-02-10	2015-02-10	13G		24,156,986		5.29

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	PRUDENTIAL FINL	COM	744320102	42,422,113	59,539	0.14	4,788,608	8.96	0.0694
2025-11-07	2025-09-30	13F	PRUDENTIAL FINL	COM	744320102	42,362,574	-139,586	-0.33	4,394,693	-3.76	0.0658
2025-08-11	2025-06-30	13F	PRUDENTIAL FINL	COM	744320102	42,502,160	600,482	1.43	4,566,432	-2.42	0.0739
2025-05-09	2025-03-31	13F	PRUDENTIAL FINL	COM	744320102	41,901,678	51,120	0.12	4,679,579	-5.66	0.0846
2025-02-11	2024-12-31	13F	PRUDENTIAL FINL	COM	744320102	41,850,558	220,671	0.53	4,960,547	-1.60	0.0864
2024-11-13	2024-09-30	13F	PRUDENTIAL FINL	COM	744320102	41,629,887	-9,347	-0.02	5,041,379	3.31	0.0903
2024-08-13	2024-06-30	13F	PRUDENTIAL FINL	COM	744320102	41,639,234	-75,226	-0.18	4,879,702	-0.36	0.0937
2024-05-10	2024-03-31	13F	PRUDENTIAL FINL	COM	744320102	41,714,460	-578,393	-1.37	4,897,278	11.65	0.0970
2024-03-11	2023-12-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	42,292,853	5,154,865	13.88	4,386,192	24.47	0.0958
2024-02-14	2023-12-31	13F	PRUDENTIAL FINL	COM	744320102	42,292,839	5,154,851		4,386,190		0.0833
2023-12-18	2023-09-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	37,137,988	-274,151	-0.73	3,524,024	6.77	0.0866
2023-11-14	2023-09-30	13F	PRUDENTIAL FINL	COM	744320102	37,137,988	-274,151		3,524,024		0.0866
2023-08-14	2023-06-30	13F	PRUDENTIAL FINL	COM	744320102	37,412,139	5,499,917	17.23	3,300,499	25.00	0.0783
2023-07-14	2023-03-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	31,912,222	300,223	0.95	2,640,417	-16.02	0.0672
2023-05-15	2023-03-31	13F	PRUDENTIAL FINL	COM	744320102	31,912,222	300,223		2,640,417		0.0672
2023-02-10	2022-12-31	13F	PRUDENTIAL FINL	COM	744320102	31,611,999	-42,750	-0.14	3,144,129	15.79	0.0856
2022-11-14	2022-09-30	13F	PRUDENTIAL FINL	COM	744320102	31,654,749	168,175	0.53	2,715,345	-9.87	0.0799
2022-08-12	2022-06-30	13F	PRUDENTIAL FINL	COM	744320102	31,486,574	366,594	1.18	3,012,636	-18.08	0.0847
2022-05-13	2022-03-31	13F	PRUDENTIAL FINL	COM	744320102	31,119,980	577,475	1.89	3,677,448	11.24	0.0870
2022-02-14	2021-12-31	13F	PRUDENTIAL FINL	COM	744320102	30,542,505	-929,392	-2.95	3,305,921	-0.15	0.0751
2021-11-12	2021-09-30	13F	PRUDENTIAL FINL	COM	744320102	31,471,897	-517,907	-1.62	3,310,843	1.00	0.0822
2021-08-13	2021-06-30	13F	PRUDENTIAL FINL	COM	744320102	31,989,804	-11,159	-0.03	3,277,995	12.44	0.0816
2021-05-14	2021-03-31	13F	PRUDENTIAL FINL	COM	744320102	32,000,963	332,528	1.05	2,915,288	17.92	0.0789
2021-02-12	2020-12-31	13F	PRUDENTIAL FINL	COM	744320102	31,668,435	-322,117	-1.01	2,472,354	21.67	0.0717
2020-11-16	2020-09-30	13F	PRUDENTIAL FINL	COM	744320102	31,990,552	-818,999	-2.50	2,032,039	1.70	0.0672
2020-08-14	2020-06-30	13F	PRUDENTIAL FINL	COM	744320102	32,809,551	-1,114,130	-3.28	1,998,103	12.96	0.0709
2020-05-15	2020-03-31	13F	PRUDENTIAL FINL	COM	744320102	33,923,681	754,824	2.28	1,768,781	-43.11	0.0754
2020-02-14	2019-12-31	13F	PRUDENTIAL FINL	COM	744320102	33,168,857	737,334	2.27	3,109,248	6.58	0.1060
2019-11-14	2019-09-30	13F	PRUDENTIAL FINL	COM	744320102	32,431,523	-227,740	-0.70	2,917,215	-11.56	0.1082
2019-08-14	2019-06-30	13F	PRUDENTIAL FINL	COM	744320102	32,659,263	324,451	1.00	3,298,586	11.03	0.1241
2019-05-15	2019-03-31	13F	PRUDENTIAL FINL	COM	744320102	32,334,812	306,129	0.96	2,970,923	13.74	0.1165
2019-02-14	2018-12-31	13F	PRUDENTIAL FINL	COM	744320102	32,028,683	393,652	1.24	2,611,939	-18.51	0.1174
2018-12-13	2018-09-30	13F/A-2	PRUDENTIAL FINL	COM	744320102	31,635,031	-175,903	-0.55	3,205,262	7.75	0.1252
2018-11-23	2018-09-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	31,635,031	0		3,205,262		0.1252
2018-11-14	2018-09-30	13F	PRUDENTIAL FINL	COM	744320102	31,635,031	-175,903		3,205,262
2018-08-14	2018-06-30	13F	PRUDENTIAL FINL	COM	744320102	31,810,934	543,537	1.74	2,974,641	-8.13	0.1244
2018-05-15	2018-03-31	13F	PRUDENTIAL FINL	COM	744320102	31,267,397	646,436	2.11	3,237,739	-8.04	0.1416
2018-02-14	2017-12-31	13F	PRUDENTIAL FINL	COM	744320102	30,620,961	239,319	0.79	3,520,798	9.00	0.1540
2017-11-14	2017-09-30	13F	PRUDENTIAL FINL	COM	744320102	30,381,642	-503,643	-1.63	3,230,176	-3.29	0.1510
2017-08-24	2017-06-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	30,885,285	612,799	2.02	3,339,935	3.42	0.1645
2017-08-11	2017-06-30	13F	PRUDENTIAL FINL	COM	744320102	30,885,285	612,799		3,339,935
2017-05-12	2017-03-31	13F	PRUDENTIAL FINL	COM	744320102	30,272,486	968,500	3.31	3,229,469	5.91	0.1660
2017-02-14	2016-12-31	13F	PRUDENTIAL FINL	COM	744320102	29,303,986	135,701	0.47	3,049,372	28.04	0.1701
2016-11-14	2016-09-30	13F	PRUDENTIAL FINL	COM	744320102	29,168,285	558,653	1.95	2,381,589	16.69	0.1399
2016-08-10	2016-06-30	13F	PRUDENTIAL FINL	COM	744320102	28,609,632	242,859	0.86	2,041,011	-0.37	0.1268
2016-05-13	2016-03-31	13F	PRUDENTIAL FINL	COM	744320102	28,366,773	1,265,290	4.67	2,048,649	-7.15	0.1327
2016-02-08	2015-12-31	13F	PRUDENTIAL FINL	COM	744320102	27,101,483	882,148	3.36	2,206,331	10.42	0.1484
2015-11-12	2015-09-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	26,219,335	991,544	3.93	1,998,176	-9.50	0.0848
2015-11-12	2015-09-30	13F/A-1	PRUDENTIAL FINL	COM	744320102	26,219,335	991,544		1,998,176		0.0848
2015-08-13	2015-06-30	13F	PRUDENTIAL FINL	COM	744320102	25,227,791	342,347	1.38	2,207,936	10.48	0.1493
2015-05-15	2015-03-31	13F/A-1	PRUDENTIAL FINL	COM	744320102	24,885,444	728,458	3.02	1,998,550	-8.54	0.1355
2015-05-14	2015-03-31	13F	PRUDENTIAL FINL	COM	744320102	24,885,444			1,998,550
2015-02-12	2014-12-31	13F	PRUDENTIAL FINL	COM	744320102	24,156,986	699,180	2.98	2,185,241	5.93	0.1574
2014-11-12	2014-09-30	13F	PRUDENTIAL FINL	COM	744320102	23,457,806	423,197	1.84	2,062,880	0.89	0.1608
2014-08-11	2014-06-30	13F	PRUDENTIAL FINL	COM	744320102	23,034,609	454,140	2.01	2,044,783	6.98	0.1611
2014-05-13	2014-03-31	13F	PRUDENTIAL FINL	COM	744320102	22,580,469	306,852	1.38	1,911,436	-6.94	0.1608
2014-02-12	2013-12-31	13F	PRUDENTIAL FINL	COM	744320102	22,273,617	417,132	1.91	2,054,073	20.52	0.1806
2013-11-07	2013-09-30	13F	PRUDENTIAL FINL	COM	744320102	21,856,485	388,719	1.81	1,704,368	8.71	0.1665
2013-08-13	2013-06-30	13F	PRUDENTIAL FINL	COM	744320102	21,467,766	21,467,766		1,567,791		0.1646

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.