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, Q1 2022
Institutional positions in Jackson Financial Inc. as of Mar 31, 2022. 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
- 215
- −8 vs. Q4 2021
- Shares held
- 53.8M
- −6.84M (−11.3%) vs. Q4 2021
- Total value
- $2.38B
- −$157.3M (−6.2%) vs. Q4 2021
- New holders
- 46
- 51 more added
- Sold out
- 54
- 70 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1 | $0 | 0.00% | −58−98.3% | Reduced |
| Brown Brothers Harriman & Co | 5 | $0 | 0.00% | −3−37.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $0 | 0.00% | +1+33.3% | Added |
| Endurance Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 606 | $0 | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Trustcore Financial Services, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 7 | $302 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10 | $442 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 11 | $487 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $1.00K | 0.00% | −143−88.8% | Reduced |
| Lindbrook Capital, LLC | 33 | $1.00K | 0.00% | −8−19.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15 | $1.00K | 0.00% | −3−16.7% | Reduced |
| Zions Bancorporation, N.A. | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 46 | $2.00K | 0.00% | −1,515−97.1% | Reduced |
| Ashburton (Jersey) Ltd | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $2.00K | 0.00% | −1−2.9% | Reduced |
| Parallel Advisors, LLC | 57 | $3.00K | 0.00% | −30−34.5% | Reduced |
| Bessemer Group Inc | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Van Eck Associates Corp | 102 | $5.00K | 0.00% | −2,870−96.6% | Reduced |
| Quadrant Capital Group LLC | 122 | $5.00K | 0.00% | −4−3.2% | Reduced |
| Lazard Asset Management LLC | 130 | $5.00K | 0.00% | −2−1.5% | Reduced |
| US Bancorp | 136 | $6.00K | 0.00% | −24−15.0% | Reduced |
| Signaturefd, LLC | 239 | $11.0K | 0.00% | −67−21.9% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 284 | $13.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 252 | $14.0K | 0.00% | −1−0.4% | Reduced |
| Macquarie Group Ltd | 340 | $15.0K | 0.00% | −6,949−95.3% | Reduced |
| IndexIQ Advisors LLC | 449 | $20.0K | 0.00% | −24−5.1% | Reduced |
| TD Private Client Wealth LLC | 771 | $34.1K | 0.00% | +770+77,000.0% | Added |
| Banque Cantonale Vaudoise | 961 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 1,300 | $57.0K | 0.02% | +1,300 | New |
| STRS Ohio | 1,385 | $61.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,390 | $61.5K | 0.00% | +1,390 | New |
| Shell Asset Management Co | 1,593 | $70.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,628 | $72.0K | 0.00% | −566−25.8% | Reduced |
| Amundi | 1,783 | $74.0K | 0.00% | −7,059−79.8% | Reduced |
| Sumitomo Life Insurance Co | 1,796 | $79.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,800 | $80.0K | 0.00% | +1,800 | New |
| FNY Investment Advisers, LLC | 1,839 | $81.0K | 0.08% | +543+41.9% | Added |
| Counterpoint Mutual Funds LLC | 1,991 | $88.0K | 0.07% | +1,991 | New |
| Paradigm Asset Management Co LLC | 2,397 | $106.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,448 | $108.0K | 0.00% | +2,448 | New |
| South Dakota Investment Council | 2,710 | $120.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,838 | $125.0K | 0.00% | +3,838 | New |
| Clear Harbor Asset Management, LLC | 4,955 | $219.0K | 0.03% | −3,996−44.6% | Reduced |
| Royce & Associates LP | 4,995 | $221.0K | 0.00% | +4,995 | New |
| Baird Financial Group, Inc. | 5,168 | $229.0K | 0.00% | +161+3.2% | Added |
| Gotham Asset Management, LLC | 5,668 | $251.0K | 0.01% | +392+7.4% | Added |
| Alliancebernstein L.P. | 5,829 | $258.0K | 0.00% | −52,224−90.0% | Reduced |
| SG Americas Securities, LLC | 6,190 | $274.0K | 0.00% | +1,902+44.4% | Added |
| Paloma Partners Management Co | 6,201 | $274.0K | 0.02% | +6,201 | New |
| Diversified Trust Co | 6,269 | $277.0K | 0.01% | +6,269 | New |
| Carson Advisory Inc. | 6,267 | $277.0K | 0.28% | +6,267 | New |
| Standard Life Aberdeen plc | 6,323 | $281.0K | 0.00% | −5,982−48.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,368 | $282.0K | 0.00% | +6,368 | New |
| Toronto Dominion Bank | 6,647 | $294.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,975 | $309.0K | 0.01% | +6,975 | New |
| FinTrust Capital Advisors, LLC | 7,000 | $309.0K | 0.07% | +7,000 | New |
| KBC Group NV | 7,148 | $316.0K | 0.00% | −115,656−94.2% | Reduced |
| Weiss Asset Management LP | 7,400 | $327.0K | 0.01% | +7,400 | New |
| SEI Investments Co | 8,074 | $346.0K | 0.00% | +8,074 | New |
| ProShare Advisors LLC | 7,943 | $351.0K | 0.00% | −71−0.9% | Reduced |
| Wellington Shields & Co., LLC | 8,277 | $366.0K | 0.12% | +8,277 | New |
| Natixis | 8,510 | $376.0K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 8,675 | $384.0K | 0.13% | −200−2.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 8,813 | $390.0K | 0.04% | −1,832−17.2% | Reduced |
| Regal Investment Advisors LLC | 8,844 | $391.0K | 0.04% | +251+2.9% | Added |
| Canada Pension Plan Investment Board | 9,100 | $402.0K | 0.00% | +9,100 | New |
| Sigma Planning Corp | 9,119 | $403.0K | 0.01% | −1,762−16.2% | Reduced |
| Mirabella Financial Services LLP | 9,253 | $409.0K | 0.05% | +585+6.7% | Added |
| Cetera Advisor Networks LLC | 9,420 | $417.0K | 0.01% | −5,475−36.8% | Reduced |
| Colonial River Wealth Management, LLC | 9,725 | $430.0K | 0.25% | +4,067+71.9% | Added |
| Walleye Capital LLC | 9,819 | $434.0K | 0.01% | +9,819 | New |
| Hosking Partners LLP | 10,069 | $445.0K | 0.01% | −213−2.1% | Reduced |
| Close Asset Management Ltd | 10,928 | $457.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,576 | $468.0K | 0.01% | +10,576 | New |
| Lingohr & Partner Asset Management GmbH | 10,776 | $477.0K | 1.25% | +10,776 | New |
| Engineers Gate Manager LP | 11,399 | $504.0K | 0.02% | +11,399 | New |
| Patriot Financial Group Insurance Agency, LLC | 11,737 | $519.0K | 0.09% | +3,320+39.4% | Added |