Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionScotia Capital Inc.
Latest Disclosed Ownership15,910 shares
Latest Disclosed Value $ 1,554,254
Scotia Capital Inc. reports 47.14% increase in ownership of PRU / Prudential Financial, Inc.

On May 13, 2026 - Scotia Capital Inc. filed a 13F-HR form disclosing ownership of 15,910 shares of Prudential Financial, Inc. (MX:PRU) valued at $1,554,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 10,813 shares of Prudential Financial, Inc.. This represents a change in shares of 47.14% 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)
2026-05-13 2026-03-31 13F PRUDENTIAL FINL COM 744320102 15,910 5,097 47.14 1,554 27.38 0.0064
2026-02-12 2025-12-31 13F PRUDENTIAL FINL COM 744320102 10,813 10,813 1,221 0.0049
2022-08-05 2022-06-30 13F PRUDENTIAL FINL COM 744320102 0 -25,649 -100.00 0 -100.00
2022-05-09 2022-03-31 13F PRUDENTIAL FINL COM 744320102 25,649 -40 -0.16 3,031 8.99 0.0192
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 25,689 -6,611 -20.47 2,781 -18.16 0.0182
2021-11-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 32,300 -47,299 -59.42 3,398 -58.34 0.0247
2021-08-12 2021-06-30 13F PRUDENTIAL FINL COM 744320102 79,599 1,334 1.70 8,157 14.40 0.0597
2021-05-06 2021-03-31 13F PRUDENTIAL FINL COM 744320102 78,265 591 0.76 7,130 17.58 0.0579
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 77,674 48,691 168.00 6,064 229.39 0.0557
2020-11-12 2020-09-30 13F PRUDENTIAL FINL COM 744320102 28,983 18,863 186.39 1,841 195.51 0.0199
2020-08-11 2020-06-30 13F PRUDENTIAL FINL COM 744320102 10,120 -421 -3.99 623 13.27 0.0087
2020-05-15 2020-03-31 13F PRUDENTIAL FINL COM 744320102 10,541 -5,865 -35.75 550 -64.26 0.0077
2020-02-13 2019-12-31 13F PRUDENTIAL FINL COM 744320102 16,406 5,652 52.56 1,539 59.15 0.0171
2019-11-14 2019-09-30 13F PRUDENTIAL FINL COM 744320102 10,754 -1,001 -8.52 967 -18.53 0.0114
2019-08-13 2019-06-30 13F PRUDENTIAL FINL COM 744320102 11,755 -2,403 -16.97 1,187 -8.69 0.0145
2019-05-15 2019-03-31 13F PRUDENTIAL FINL COM 744320102 14,158 -671 -4.52 1,300 7.53 0.0167
2019-02-11 2018-12-31 13F/A-1 PRUDENTIAL FINL COM 744320102 14,829 1,166 8.53 1,209 -12.64 0.0179
2019-02-11 2018-12-31 13F PRUDENTIAL FINL COM 744320102 13,663 1,384
2018-11-14 2018-09-30 13F PRUDENTIAL FINL COM 744320102 13,663 -4,214 -23.57 1,384 -24.74 0.0175
2018-08-13 2018-06-30 13F PRUDENTIAL FINL COM 744320102 17,877 0 0.00 1,839 -0.65 0.0256
2018-05-15 2018-03-31 13F PRUDENTIAL FINL COM 744320102 17,877 641 3.72 1,851 -6.61 0.0255
2018-02-13 2017-12-31 13F PRUDENTIAL FINL COM 744320102 17,236 -60 -0.35 1,982 7.83 0.0264
2017-11-14 2017-09-30 13F PRUDENTIAL FINL COM 744320102 17,296 863 5.25 1,838 3.43 0.0262
2017-08-15 2017-06-30 13F PRUDENTIAL FINL COM 744320102 16,433 1,119 7.31 1,777 8.69 0.0300
2017-05-15 2017-03-31 13F PRUDENTIAL FINL COM 744320102 15,314 194 1.28 1,635 3.88 0.0279
2017-02-14 2016-12-31 13F PRUDENTIAL FINL COM 744320102 15,120 -10,628 -41.28 1,574 -24.62 0.0251
2016-11-14 2016-09-30 13F PRUDENTIAL FINL COM 744320102 25,748 1,372 5.63 2,088 20.00 0.0383
2016-08-11 2016-06-30 13F PRUDENTIAL FINL COM 744320102 24,376 2,272 10.28 1,740 8.95 0.0353
2016-05-12 2016-03-31 13F PRUDENTIAL FINL COM 744320102 22,104 10,737 94.46 1,597 72.65 0.0349
2016-02-11 2015-12-31 13F PRUDENTIAL FINL COM 744320102 11,367 0 0.00 925 6.81 0.0210
2015-11-13 2015-09-30 13F PRUDENTIAL FINL COM 744320102 11,367 -4,380 -27.81 866 -36.83 0.0196
2015-08-13 2015-06-30 13F PRUDENTIAL FINL COM 744320102 15,747 2,717 20.85 1,371 30.95 0.0275
2015-05-15 2015-03-31 13F PRUDENTIAL FINL COM 744320102 13,030 6,230 91.62 1,047 70.24 0.0270
2015-02-13 2014-12-31 13F PRUDENTIAL FINL COM 744320102 6,800 142 2.13 615 4.95 0.0161
2014-11-14 2014-09-30 13F PRUDENTIAL FINL COM 744320102 6,658 -3,133 -32.00 586 -32.57 0.0125
2014-08-14 2014-06-30 13F PRUDENTIAL FINL COM 744320102 9,791 39 0.40 869 5.33 0.0188
2014-05-14 2014-03-31 13F PRUDENTIAL FINL COM 744320102 9,752 1,048 12.04 825 2.74 0.0184
2014-02-14 2013-12-31 13F PRUDENTIAL FINL COM 744320102 8,704 -443 -4.84 803 12.62 0.0191
2013-11-14 2013-09-30 13F PRUDENTIAL FINL COM 744320102 9,147 4,147 82.94 713 95.34 0.0191
2013-08-13 2013-06-30 13F PRUDENTIAL FINL COM 744320102 5,000 5,000 365 0.0141
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.