Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionBurney Co/
Latest Disclosed Ownership25,166 shares
Latest Disclosed Value $ 2,458,467
Burney Co/ reports 83.77% increase in ownership of PRU / Prudential Financial, Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 25,166 shares of Prudential Financial, Inc. (MX:PRU) valued at $2,458,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 13,694 shares of Prudential Financial, Inc.. This represents a change in shares of 83.77% 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)
2026-04-29 2026-03-31 13F PRUDENTIAL FINL COM 744320102 25,166 11,472 83.77 2,458 59.09 0.0628
2026-01-23 2025-12-31 13F PRUDENTIAL FINL COM 744320102 13,694 -894 -6.13 1,546 2.12 0.0482
2025-10-16 2025-09-30 13F PRUDENTIAL FINL COM 744320102 14,588 -4,269 -22.64 1,513 -25.28 0.0481
2025-08-05 2025-06-30 13F PRUDENTIAL FINL COM 744320102 18,857 -13,908 -42.45 2,026 -44.66 0.0686
2025-05-06 2025-03-31 13F PRUDENTIAL FINL COM 744320102 32,765 -4 -0.01 3,659 -5.79 0.1331
2025-01-14 2024-12-31 13F PRUDENTIAL FINL COM 744320102 32,769 2,248 7.37 3,884 5.09 0.1373
2024-10-18 2024-09-30 13F PRUDENTIAL FINL COM 744320102 30,521 -406 -1.31 3,696 1.99 0.1315
2024-07-29 2024-06-30 13F PRUDENTIAL FINL COM 744320102 30,927 -1,381 -4.27 3,624 -4.43 0.1385
2024-05-22 2024-03-31 13F PRUDENTIAL FINL COM 744320102 32,308 -165 -0.51 3,793 12.62 0.1445
2024-02-12 2023-12-31 13F PRUDENTIAL FINL COM 744320102 32,473 -132 -0.40 3,368 8.86 0.1417
2023-11-08 2023-09-30 13F PRUDENTIAL FINL COM 744320102 32,605 -565 -1.70 3,094 5.71 0.1450
2023-08-09 2023-06-30 13F PRUDENTIAL FINL COM 744320102 33,170 -14,605 -30.57 2,926 -25.96 0.1341
2023-05-10 2023-03-31 13F PRUDENTIAL FINL COM 744320102 47,775 21,810 84.00 3,953 53.06 0.1948
2023-02-06 2022-12-31 13F PRUDENTIAL FINL COM 744320102 25,965 -14,989 -36.60 2,582 -26.50 0.1308
2022-11-15 2022-09-30 13F PRUDENTIAL FINL COM 744320102 40,954 12,001 41.45 3,513 26.82 0.1939
2022-08-12 2022-06-30 13F PRUDENTIAL FINL COM 744320102 28,953 99 0.34 2,770 -18.77 0.1457
2022-05-09 2022-03-31 13F PRUDENTIAL FINL COM 744320102 28,854 -10,788 -27.21 3,410 -20.53 0.1399
2022-02-11 2021-12-31 13F PRUDENTIAL FINL COM 744320102 39,642 10,880 37.83 4,291 41.80 0.1852
2021-11-12 2021-09-30 13F PRUDENTIAL FINL COM 744320102 28,762 -1,768 -5.79 3,026 -3.26 0.1420
2021-08-06 2021-06-30 13F PRUDENTIAL FINL COM 744320102 30,530 142 0.47 3,128 13.01 0.1455
2021-05-13 2021-03-31 13F PRUDENTIAL FINL COM 744320102 30,388 -3,348 -9.92 2,768 5.09 0.1365
2021-02-11 2020-12-31 13F PRUDENTIAL FINL COM 744320102 33,736 -46,616 -58.01 2,634 -48.39 0.1445
2020-12-14 2020-09-30 13F PRUDENTIAL FINL COM 744320102 80,352 -3,627 -4.32 5,104 -0.20 0.3162
2020-08-13 2020-06-30 13F PRUDENTIAL FINL COM 744320102 83,979 -3,979 -4.52 5,114 11.51 0.3318
2020-05-13 2020-03-31 13F PRUDENTIAL FINL COM 744320102 87,958 4,218 5.04 4,586 -41.58 0.3524
2020-02-14 2019-12-31 13F PRUDENTIAL FINL COM 744320102 83,740 893 1.08 7,850 5.34 0.4327
2019-11-12 2019-09-30 13F PRUDENTIAL FINL COM 744320102 82,847 12,958 18.54 7,452 5.57 0.4464
2019-08-12 2019-06-30 13F PRUDENTIAL FINL COM 744320102 69,889 8,852 14.50 7,059 25.87 0.4282
2019-05-13 2019-03-31 13F PRUDENTIAL FINL COM 744320102 61,037 15,862 35.11 5,608 52.23 0.3475
2019-02-12 2018-12-31 13F PRUDENTIAL FINL COM 744320102 45,175 84 0.19 3,684 -19.37 0.2593
2018-11-13 2018-09-30 13F PRUDENTIAL FINL COM 744320102 45,091 -2,540 -5.33 4,569 2.58 0.2720
2018-08-13 2018-06-30 13F PRUDENTIAL FINL COM 744320102 47,631 44,205 1,290.28 4,454 1,154.65 0.2610
2018-05-08 2018-03-31 13F PRUDENTIAL FINL COM 744320102 3,426 -131 -3.68 355 -13.20 0.0220
2018-02-13 2017-12-31 13F PRUDENTIAL FINL COM 744320102 3,557 1,468 70.27 409 85.07 0.0231
2017-11-13 2017-09-30 13F/A-1 Prudential Financial COM 744320102 2,089 0 0.00 221 -2.21 0.0144
2017-11-09 2017-09-30 13F Prudential Financial COM 744320102 2,089 0 226
2017-08-09 2017-06-30 13F Prudential Financial COM 744320102 2,089 0 0.00 226 1.35 0.0148
2017-05-11 2017-03-31 13F Prudential Financial COM 744320102 2,089 -25 -1.18 223 1.36 0.0147
2017-02-07 2016-12-31 13F Prudential Financial COM 744320102 2,114 2,114 220 0.0150
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.