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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 15,693 | $656.0K | 0.01% | +1,340+9.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $646.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,400 | $645.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,895 | $623.0K | 0.01% | +14,895 | New |
| 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 |
| Boothbay Fund Management, LLC | 13,406 | $561.0K | 0.02% | −10,374−43.6% | Reduced |
| Standard Life Aberdeen plc | 12,305 | $515.0K | 0.00% | −837,446−98.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,279 | $472.0K | 0.00% | +11,279 | New |
| Close Asset Management Ltd | 10,928 | $457.0K | 0.02% | −79,484−87.9% | Reduced |
| Sigma Planning Corp | 10,881 | $455.0K | 0.01% | +10,881 | New |
| Brewin Dolphin Wealth Management Ltd | 10,645 | $445.0K | 0.05% | −9,977−48.4% | Reduced |
| Brookfield Asset Management Inc. | 10,303 | $431.0K | 0.00% | −273,895−96.4% | Reduced |
| Hosking Partners LLP | 10,282 | $430.0K | 0.01% | −119−1.1% | Reduced |
| Amundi | 8,842 | $387.0K | 0.00% | −48,848−84.7% | Reduced |
| Clear Harbor Asset Management, LLC | 8,951 | $374.0K | 0.04% | +8,951 | New |
| NEXT Financial Group, Inc | 8,886 | $372.0K | 0.02% | +8,884+444,200.0% | Added |
| Fernwood Investment Management, LLC | 8,875 | $371.0K | 0.12% | +8,875 | New |
| Mirabella Financial Services LLP | 8,668 | $363.0K | 0.04% | −216,753−96.2% | Reduced |
| Regal Investment Advisors LLC | 8,593 | $359.0K | 0.03% | +8,593 | New |
| 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 |
| Natixis | 8,510 | $356.0K | 0.00% | −22,323−72.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,417 | $352.0K | 0.06% | +7,484+802.1% | Added |
| ProShare Advisors LLC | 8,014 | $335.0K | 0.00% | +8,014 | New |
| Meixler Investment Management, Ltd. | 7,930 | $332.0K | 0.34% | +7,930 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,304 | $308.0K | 0.00% | −11,979−59.1% | Reduced |
| Macquarie Group Ltd | 7,289 | $305.0K | 0.00% | −546−7.0% | Reduced |
| LGT Group Foundation | 6,733 | $282.0K | 0.01% | +6,733 | New |
| Toronto Dominion Bank | 6,647 | $278.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,300 | $264.0K | 0.00% | −16,432−72.3% | Reduced |
| CenterBook Partners LP | 6,259 | $262.0K | 0.15% | +6,259 | New |
| Colonial River Wealth Management, LLC | 5,658 | $237.0K | 0.13% | +5,658 | New |
| Gotham Asset Management, LLC | 5,276 | $221.0K | 0.01% | +5,276 | New |
| Baird Financial Group, Inc. | 5,007 | $209.0K | 0.00% | +5,007 | New |
| MetLife Investment Management | 4,462 | $186.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,288 | $179.0K | 0.00% | +4,288 | New |
| Compagnie Lombard Odier SCmA | 3,403 | $144.0K | 0.00% | −1,312−27.8% | Reduced |
| Metropolitan Life Insurance Co | 3,131 | $131.0K | 0.00% | −10.0% | Reduced |
| Cutler Group LP | 3,100 | $129.0K | 0.01% | +3,100 | New |
| Van Eck Associates Corp | 2,972 | $124.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,710 | $113.0K | 0.00% | −2−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,194 | $91.0K | 0.00% | +1,438+190.2% | Added |
| Schroder Investment Management Group | 1,874 | $78.0K | 0.00% | −243,304−99.2% | Reduced |
| Sumitomo Life Insurance Co | 1,796 | $75.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,397 | $69.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,593 | $67.0K | 0.00% | −1,025−39.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,561 | $65.0K | 0.00% | +1,561 | New |
| STRS Ohio | 1,385 | $57.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,296 | $54.0K | 0.03% | −77,004−98.3% | Reduced |
| State of Wyoming | 1,224 | $51.0K | 0.02% | +1,224 | New |
| Dark Forest Capital Management LP | 970 | $41.0K | 0.02% | +970 | New |
| Banque Cantonale Vaudoise | 961 | $40.0K | 0.00% | +55+6.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 747 | $31.0K | 0.00% | −10,055−93.1% | Reduced |
| DekaBank Deutsche Girozentrale | 601 | $24.0K | 0.00% | −13,725−95.8% | Reduced |
| IndexIQ Advisors LLC | 473 | $20.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 253 | $14.0K | 0.00% | +253 | New |
| Signaturefd, LLC | 306 | $13.0K | 0.00% | −226−42.5% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 284 | $12.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 280 | $12.0K | 0.00% | +46+19.7% | Added |
| Group One Trading, L.P. | 285 | $12.0K | 0.00% | +285 | New |
| Edmond de Rothschild Holding S.A. | 225 | $9.00K | 0.00% | −67−22.9% | Reduced |
| US Bancorp | 160 | $7.00K | 0.00% | −689−81.2% | Reduced |
| EverSource Wealth Advisors, LLC | 161 | $7.00K | 0.00% | +161 | New |
| Quadrant Capital Group LLC | 126 | $5.00K | 0.00% | −57−31.1% | Reduced |
| Lazard Asset Management LLC | 132 | $4.00K | 0.00% | −68,531−99.8% | Reduced |
| Parallel Advisors, LLC | 87 | $4.00K | 0.00% | +87 | New |
| Hexagon Capital Partners LLC | 72 | $3.00K | 0.00% | −17−19.1% | Reduced |
| Bessemer Group Inc | 68 | $3.00K | 0.00% | +23+51.1% | Added |
| Exane Derivatives | 53 | $2.22K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 50 | $2.00K | 0.00% | −1,206−96.0% | Reduced |
| Fifth Third Bancorp | 59 | $2.00K | 0.00% | −41−41.0% | Reduced |
| Bollard Group LLC | 54 | $2.00K | 0.00% | +1+1.9% | Added |
| Lindbrook Capital, LLC | 41 | $2.00K | 0.00% | −9−18.0% | Reduced |
| PSI Advisors, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Ashburton (Jersey) Ltd | 42 | $2.00K | 0.00% | +42 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | $1.00K | 0.00% | −5,525−99.7% | Reduced |
| Brewin Dolphin Ltd | 20 | $1.00K | 0.00% | −160−88.9% | Reduced |
| Captrust Financial Advisors | 18 | $1.00K | 0.00% | −58−76.3% | Reduced |
| Credit Agricole S A | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 21 | $1.00K | 0.00% | −7−25.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $1.00K | 0.00% | +17+425.0% | Added |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Freedman Financial Associates, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.00K | 0.00% | +14+1,400.0% | Added |
| Umb Bank N A | 35 | $1.00K | 0.00% | +35 | New |
| Eaton Vance Management | 16 | $1.00K | 0.00% | +16 | New |
| American Portfolios Advisors | 11 | $460 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10 | $418 | 0.00% | −30,612−100.0% | Reduced |
| TD Waterhouse Canada Inc. | 7 | $316 | 0.00% | +7 | New |
| TD Private Client Wealth LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | −3,524−100.0% | Reduced |
| Earnest Partners LLC | 7 | $0 | 0.00% | −444−98.4% | Reduced |
| First Quadrant L P | 1 | $0 | 0.00% | −304−99.7% | Reduced |