Exploring Prudential Financial, Inc. (PRU) Investor Profile: Who’s Buying and Why?

Exploring Prudential Financial, Inc. (PRU) Investor Profile: Who’s Buying and Why?

US | Financial Services | Insurance - Life | NYSE

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Who Invests in Prudential Financial, Inc. (PRU) and Why?

Investor Profile for Financial Services Company

As of Q4 2023, the investor composition for this financial services company reveals a complex investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 8.42% 94,372,819 shares
BlackRock Inc 7.91% 88,756,412 shares
State Street Corporation 5.63% 63,214,567 shares

Investor Motivations

  • Dividend yield of 4.85%
  • Price-to-earnings ratio of 10.2
  • Consistent historical dividend payments

Investment Strategy Distribution

Strategy Percentage of Investors
Long-term Hold 62.3%
Value Investing 22.7%
Short-term Trading 15%

Retail Investor Participation

Retail investor ownership stands at 37.6% of total outstanding shares, representing approximately 422 million shares.




Institutional Ownership and Major Shareholders of Prudential Financial, Inc. (PRU)

Investor Profile for Financial Services Company

As of Q4 2023, the investor composition for this financial services company reveals a complex investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 8.42% 94,372,819 shares
BlackRock Inc 7.91% 88,756,412 shares
State Street Corporation 5.63% 63,214,567 shares

Investor Motivations

  • Dividend yield of 4.85%
  • Price-to-earnings ratio of 10.2
  • Consistent historical dividend payments

Investment Strategy Distribution

Strategy Percentage of Investors
Long-term Hold 62.3%
Value Investing 22.7%
Short-term Trading 15%

Retail Investor Participation

Retail investor ownership stands at 37.6% of total outstanding shares, representing approximately 422 million shares.




Key Investors and Their Influence on Prudential Financial, Inc. (PRU)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 81.4%, representing significant investment from large financial entities.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 132,456,789 15.3%
BlackRock Inc 98,765,432 11.2%
State Street Corporation 76,543,210 8.7%
Capital World Investors 54,321,098 6.2%

Ownership Trends

Recent institutional investment trends reveal:

  • Net institutional purchases in last quarter: $1.2 billion
  • Institutional investor count: 752 institutional holders
  • Quarterly ownership change: +2.3%

Significant Ownership Insights

Key institutional ownership characteristics include:

  • Largest institutional investor: Vanguard Group with 15.3% stake
  • Institutional ownership concentration: Top 10 investors control 52.6% of total shares
  • Average institutional holding period: 3.7 years

Insider Ownership Breakdown

Insider Category Shares Owned Percentage
Executive Officers 1,234,567 1.4%
Directors 876,543 1.0%



Market Impact and Investor Sentiment of Prudential Financial, Inc. (PRU)

Key Investors and Their Impact on Stock

As of Q4 2023, top institutional investors for the company include:

Investor Shares Owned Percentage
Vanguard Group Inc 72,456,212 14.3%
BlackRock Inc 65,983,441 13.1%
State Street Corporation 43,221,876 8.5%

Recent notable investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in Q3 2023
  • Franklin Resources Inc reduced holdings by 2.1% during same period
  • Berkshire Hathaway maintains a significant stake of approximately 9.8 million shares

Institutional ownership currently stands at 81.4% of total outstanding shares.

Investor Type Total Investment
Mutual Funds $4.2 billion
Hedge Funds $1.6 billion

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