Jackson Financial Inc.
JXN- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001822993
In the last 90 days, Jackson Financial Inc. insiders filed 0 open-market purchases and 2 sales; 506 institutions reported holding it in 13F filings for Q2 2026, worth $6.46B in total; no superinvestor holds it.
Other share classesJXN.PA
13F holders, Q4 2021
Institutional positions in Jackson Financial Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 226
- −22 vs. Q3 2021
- Shares held
- 60.7M
- +5.21M (+9.4%) vs. Q3 2021
- Total value
- $2.54B
- +$1.10B (+76.1%) vs. Q3 2021
- New holders
- 70
- 38 more added
- Sold out
- 92
- 81 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JXN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 506 | $6.46B |
| Q1 2026 | 517 | $6.62B |
| Q4 2025 | 515 | $6.39B |
| Q3 2025 | 479 | $6.03B |
| Q2 2025 | 460 | $5.59B |
| Q1 2025 | 455 | $5.50B |
| Q4 2024 | 439 | $5.96B |
| Q3 2024 | 410 | $6.18B |
| Q2 2024 | 384 | $5.08B |
| Q1 2024 | 367 | $4.60B |
| Q4 2023 | 348 | $3.56B |
| Q3 2023 | 298 | $2.73B |
| Q2 2023 | 285 | $2.00B |
| Q1 2023 | 301 | $2.40B |
| Q4 2022 | 292 | $2.27B |
| Q3 2022 | 247 | $1.91B |
| Q2 2022 | 228 | $1.75B |
| Q1 2022 | 215 | $2.38B |
| Q4 2021 | 226 | $2.54B |
| Q3 2021 | 251 | $1.46B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meixler Investment Management, Ltd. | 7,930 | $332.0K | 0.34% | +7,930 | New |
| ProShare Advisors LLC | 8,014 | $335.0K | 0.00% | +8,014 | New |
| Patriot Financial Group Insurance Agency, LLC | 8,417 | $352.0K | 0.06% | +7,484+802.1% | Added |
| Natixis | 8,510 | $356.0K | 0.00% | −22,323−72.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,528 | $357.0K | 0.02% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 8,546 | $357.0K | 0.02% | +8,546 | New |
| Regal Investment Advisors LLC | 8,593 | $359.0K | 0.03% | +8,593 | New |
| Mirabella Financial Services LLP | 8,668 | $363.0K | 0.04% | −216,753−96.2% | Reduced |
| Fernwood Investment Management, LLC | 8,875 | $371.0K | 0.12% | +8,875 | New |
| NEXT Financial Group, Inc | 8,886 | $372.0K | 0.02% | +8,884+444,200.0% | Added |
| Clear Harbor Asset Management, LLC | 8,951 | $374.0K | 0.04% | +8,951 | New |
| Amundi | 8,842 | $387.0K | 0.00% | −48,848−84.7% | Reduced |
| Hosking Partners LLP | 10,282 | $430.0K | 0.01% | −119−1.1% | Reduced |
| Brookfield Asset Management Inc. | 10,303 | $431.0K | 0.00% | −273,895−96.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 10,645 | $445.0K | 0.05% | −9,977−48.4% | Reduced |
| Sigma Planning Corp | 10,881 | $455.0K | 0.01% | +10,881 | New |
| Close Asset Management Ltd | 10,928 | $457.0K | 0.02% | −79,484−87.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,279 | $472.0K | 0.00% | +11,279 | New |
| Standard Life Aberdeen plc | 12,305 | $515.0K | 0.00% | −837,446−98.6% | Reduced |
| Boothbay Fund Management, LLC | 13,406 | $561.0K | 0.02% | −10,374−43.6% | Reduced |
| Handelsbanken Fonder AB | 13,600 | $569.0K | 0.00% | −8,375−38.1% | Reduced |
| Victory Capital Management Inc | 13,604 | $569.0K | 0.00% | +13,604 | New |
| Cetera Advisor Networks LLC | 14,895 | $623.0K | 0.01% | +14,895 | New |
| Public Employees Retirement Association of Colorado | 15,400 | $645.0K | 0.00% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $646.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 15,693 | $656.0K | 0.01% | +1,340+9.3% | Added |
| UBS Asset Management Americas Inc | 15,996 | $669.1K | 0.00% | +15,996 | New |
| Kestra Advisory Services, LLC | 16,075 | $672.0K | 0.01% | +16,075 | New |
| Pearl River Capital, LLC | 17,009 | $711.0K | 0.19% | +17,009 | New |
| AXA S.A. | 17,946 | $751.0K | 0.00% | −68,149−79.2% | Reduced |
| Quadrature Capital Ltd | 19,492 | $815.0K | 0.04% | +19,492 | New |
| Naples Global Advisors, LLC | 19,625 | $821.0K | 0.10% | +19,625 | New |
| Kames Capital plc | 20,132 | $842.0K | 0.01% | −167,547−89.3% | Reduced |
| Credit Suisse AG | 20,178 | $845.0K | 0.00% | −34,882−63.4% | Reduced |
| Rockefeller Capital Management L.P. | 20,558 | $859.0K | 0.00% | +19,684+2,252.2% | Added |
| National Wealth Management Group, LLC | 21,711 | $908.2K | 0.85% | +21,711 | New |
| Janney Montgomery Scott LLC | 21,828 | $913.0K | 0.00% | +21,828 | New |
| Royal Bank of Canada | 21,889 | $916.0K | 0.00% | −12,410−36.2% | Reduced |
| Keeley-Teton Advisors, LLC | 21,970 | $919.0K | 0.10% | +21,970 | New |
| Commonwealth Equity Services, LLC | 22,101 | $924.0K | 0.00% | +22,101 | New |
| Advisor Group Holdings, Inc. | 22,359 | $936.0K | 0.00% | +7,123+46.8% | Added |
| Jane Street Group, LLC | 24,099 | $1.01M | 0.00% | −14,805−38.1% | Reduced |
| Wesbanco Bank Inc | 25,008 | $1.05M | 0.04% | +10,506+72.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,725 | $1.07M | 0.00% | −23,368−47.6% | Reduced |
| Mackenzie Financial Corp | 28,344 | $1.19M | 0.00% | +28,344 | New |
| Cambridge Investment Research Advisors, Inc. | 28,640 | $1.20M | 0.01% | +28,640 | New |
| Raymond James & Associates | 29,269 | $1.22M | 0.00% | +16,498+129.2% | Added |
| Legal & General Group Plc | 30,812 | $1.29M | 0.00% | −235,213−88.4% | Reduced |
| Aristides Capital LLC | 34,000 | $1.42M | 0.82% | −36,000−51.4% | Reduced |
| Millennium Management LLC | 35,180 | $1.47M | 0.00% | −323,529−90.2% | Reduced |
| Deutsche Bank AG | 36,949 | $1.55M | 0.00% | −16,180−30.5% | Reduced |
| State of New Jersey Common Pension Fund D | 37,571 | $1.57M | 0.00% | +37,571 | New |
| Nuveen Asset Management, LLC | 37,608 | $1.57M | 0.00% | −34,048−47.5% | Reduced |
| Storebrand Asset Management AS | 37,669 | $1.58M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 39,465 | $1.65M | 0.00% | −524,589−93.0% | Reduced |
| Janus Henderson Group PLC | 40,189 | $1.68M | 0.00% | −209,078−83.9% | Reduced |
| Capital World Investors | 44,327 | $1.85M | 0.00% | −26−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 44,973 | $1.88M | 0.00% | −68,086−60.2% | Reduced |
| Citadel Advisors LLC | 46,940 | $1.96M | 0.00% | −351,714−88.2% | Reduced |
| Quinn Opportunity Partners LLC | 56,596 | $2.37M | 0.14% | −231,689−80.4% | Reduced |
| Alliancebernstein L.P. | 58,053 | $2.43M | 0.00% | +58,053 | New |
| CSS LLC | 62,933 | $2.63M | 0.12% | −1,972−3.0% | Reduced |
| Renaissance Technologies LLC | 65,700 | $2.75M | 0.00% | +65,700 | New |
| Artemis Investment Management LLP | 67,500 | $2.82M | 0.02% | −230,286−77.3% | Reduced |
| LMR Partners LLP | 69,795 | $2.92M | 0.04% | −355,205−83.6% | Reduced |
| Verition Fund Management LLC | 73,770 | $3.09M | 0.04% | −395,575−84.3% | Reduced |
| Ameriprise Financial Inc | 82,201 | $3.09M | 0.00% | +50,022+155.4% | Added |
| EJF Capital LLC | 75,900 | $3.17M | 0.28% | +75,900 | New |
| Dimensional Fund Advisors LP | 79,020 | $3.30M | 0.00% | −3,032−3.7% | Reduced |
| Donald Smith & Co., Inc. | 80,000 | $3.35M | 0.12% | +80,000 | New |
| Rathbone Brothers plc | 83,977 | $3.51M | 0.03% | −185,458−68.8% | Reduced |
| LPL Financial LLC | 88,227 | $3.69M | 0.00% | +88,227 | New |
| Ninety One UK Ltd | 88,489 | $3.70M | 0.01% | −599,360−87.1% | Reduced |
| California Public Employees Retirement System | 90,694 | $3.79M | 0.00% | +90,694 | New |
| Wesleyan Assurance Society | 90,932 | $3.80M | 0.45% | −4,649−4.9% | Reduced |
| JPMorgan Chase & Co | 91,973 | $3.85M | 0.00% | −1,038,508−91.9% | Reduced |
| Employees Provident Fund Board | 94,006 | $3.93M | 0.06% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 95,000 | $3.97M | 0.14% | +95,000 | New |
| Oxbow Advisors, LLC | 99,500 | $4.16M | 0.40% | +99,500 | New |
| Citigroup Inc | 109,234 | $4.57M | 0.00% | +64,841+146.1% | Added |
| Hudson Value Partners, LLC | 121,570 | $5.08M | 2.47% | +121,570 | New |
| KBC Group NV | 122,804 | $5.14M | 0.02% | −68,336−35.8% | Reduced |
| Goldman Sachs Group Inc | 124,253 | $5.20M | 0.00% | −992,652−88.9% | Reduced |
| USS Investment Management Ltd | 127,881 | $5.35M | 0.04% | 00.0% | Unchanged |
| CTF Capital Management, LP | 129,522 | $5.42M | 3.49% | +129,522 | New |
| Wells Fargo & Company | 131,573 | $5.50M | 0.00% | −1,523,459−92.1% | Reduced |
| Guggenheim Capital LLC | 136,770 | $5.72M | 0.03% | +136,770 | New |
| Tudor Investment Corp Et Al | 139,869 | $5.85M | 0.11% | +89,869+179.7% | Added |
| Susquehanna International Group Ltd. | 157,620 | $6.59M | 2.71% | −48,203−23.4% | Reduced |
| Bank of America Corp | 160,059 | $6.70M | 0.00% | −158,504−49.8% | Reduced |
| Solas Capital Management, LLC | 168,000 | $7.03M | 5.01% | +168,000 | New |
| Bank of New York Mellon Corp | 170,636 | $7.14M | 0.00% | +34,137+25.0% | Added |
| Gator Capital Management, LLC | 178,500 | $7.47M | 5.41% | +178,500 | New |
| Cubist Systematic Strategies, LLC | 182,087 | $7.62M | 0.07% | +170,394+1,457.2% | Added |
| Qube Research & Technologies Ltd | 188,500 | $7.88M | 0.06% | +65,680+53.5% | Added |
| Northern Trust Corp | 204,509 | $8.55M | 0.00% | +128,026+167.4% | Added |
| Arbiter Partners Capital Management LLC | 263,400 | $11.0M | 7.71% | +35,400+15.5% | Added |
| State Street Corp | 316,426 | $13.2M | 0.00% | +30,674+10.7% | Added |
| Robeco Institutional Asset Management B.V. | 325,006 | $13.6M | 0.03% | +22,087+7.3% | Added |
| Morgan Stanley | 362,147 | $15.1M | 0.00% | −410,164−53.1% | Reduced |