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, Q2 2022
Institutional positions in Jackson Financial Inc. as of Jun 30, 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
- 228
- +15 vs. Q1 2022
- Shares held
- 65.0M
- +11.2M (+20.8%) vs. Q1 2022
- Total value
- $1.75B
- −$630.8M (−26.5%) vs. Q1 2022
- New holders
- 67
- 79 more added
- Sold out
- 52
- 41 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 8 | $0 | 0.00% | −7−46.7% | Reduced |
| Zions Bancorporation, N.A. | 12 | $0 | 0.00% | −6−33.3% | Reduced |
| Fieldpoint Private Securities, LLC | 6 | $0 | 0.00% | −9−60.0% | Reduced |
| EverSource Wealth Advisors, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $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 | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| 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 |
| Sugarloaf Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $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 |
| Horan Securities, Inc. | 3 | $0 | 0.00% | +3 | New |
| Concord Wealth Partners | 1 | $0 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 10 | $0 | 0.00% | +10 | New |
| Credential Qtrade Securities Inc. | 10 | $267 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 11 | $294 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 44 | $1.00K | 0.00% | −13−22.8% | Reduced |
| Ashburton (Jersey) Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Benjamin F. Edwards & Company, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| CWM, LLC | 52 | $1.00K | 0.00% | +52 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 44 | $1.00K | 0.00% | +44 | New |
| Edmond de Rothschild Holding S.A. | 28 | $1.00K | 0.00% | +28 | New |
| PSI Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Dark Forest Capital Management LP | 53 | $1.00K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 28 | $1.00K | 0.00% | +28 | New |
| Exane Derivatives | 53 | $1.42K | 0.00% | +53 | New |
| Geneos Wealth Management Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 70 | $2.00K | 0.00% | +50+250.0% | Added |
| National Bank of Canada | 91 | $3.00K | 0.00% | −161−63.9% | Reduced |
| Signaturefd, LLC | 104 | $3.00K | 0.00% | −135−56.5% | Reduced |
| US Bancorp | 113 | $3.00K | 0.00% | −23−16.9% | Reduced |
| Van Eck Associates Corp | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 106 | $3.00K | 0.00% | −16−13.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 207 | $6.00K | 0.00% | +207 | New |
| TCI Wealth Advisors, Inc. | 232 | $6.00K | 0.00% | +232 | New |
| Rothschild & Co Wealth Management UK Ltd | 284 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 340 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 400 | $11.0K | 0.00% | +400 | New |
| Federated Hermes, Inc. | 461 | $12.0K | 0.00% | +461 | New |
| Private Trust Co NA | 750 | $20.0K | 0.00% | +750 | New |
| Banque Cantonale Vaudoise | 906 | $24.0K | 0.00% | −55−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Amundi | 1,303 | $31.0K | 0.00% | −480−26.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,226 | $32.0K | 0.00% | −402−24.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,390 | $37.2K | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 1,796 | $48.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,466 | $66.0K | 0.00% | +2,420+5,260.9% | Added |
| South Dakota Investment Council | 2,710 | $72.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,788 | $92.0K | 0.00% | −1,050−27.4% | Reduced |
| Shell Asset Management Co | 3,929 | $105.0K | 0.00% | +2,336+146.6% | Added |
| Westpac Banking Corp | 4,217 | $113.9K | 0.00% | +4,217 | New |
| Metropolitan Life Insurance Co | 4,627 | $123.8K | 0.01% | +4,627 | New |
| Counterpoint Mutual Funds LLC | 4,699 | $126.0K | 0.09% | +2,708+136.0% | Added |
| Close Asset Management Ltd | 5,296 | $142.0K | 0.01% | −5,632−51.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,665 | $151.0K | 0.01% | +5,665 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,864 | $157.0K | 0.00% | +5,864 | New |
| TD Private Client Wealth LLC | 6,244 | $167.0K | 0.01% | +5,473+709.9% | Added |
| Toronto Dominion Bank | 6,647 | $178.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,674 | $178.0K | 0.11% | +6,674 | New |
| Brewin Dolphin Wealth Management Ltd | 6,902 | $185.0K | 0.02% | −1,911−21.7% | Reduced |
| KBC Group NV | 7,148 | $191.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 7,921 | $212.0K | 0.00% | +7,921 | New |
| Hosking Partners LLP | 8,412 | $225.0K | 0.01% | −1,657−16.5% | Reduced |
| Teacher Retirement System of Texas | 8,739 | $234.0K | 0.00% | +8,739 | New |
| Regal Investment Advisors LLC | 8,922 | $239.0K | 0.02% | +78+0.9% | Added |
| FinTrust Capital Advisors, LLC | 9,000 | $240.0K | 0.06% | +2,000+28.6% | Added |
| Fernwood Investment Management, LLC | 9,325 | $249.0K | 0.11% | +650+7.5% | Added |
| Amalgamated Bank | 9,567 | $256.0K | 0.00% | +9,567 | New |
| Citigroup Inc | 9,666 | $258.0K | 0.00% | −125,382−92.8% | Reduced |
| Victory Capital Management Inc | 10,670 | $285.0K | 0.00% | −2,558−19.3% | Reduced |
| Sciencast Management LP | 10,556 | $291.0K | 0.07% | +10,556 | New |
| UBS Group AG | 11,029 | $295.0K | 0.00% | −75,916−87.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,776 | $296.0K | 0.79% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 11,314 | $303.0K | 0.07% | +3,037+36.7% | Added |
| Paloma Partners Management Co | 11,600 | $310.0K | 0.03% | +5,399+87.1% | Added |
| Oppenheimer Asset Management Inc. | 11,951 | $320.0K | 0.01% | −2,535−17.5% | Reduced |
| Quantamental Technologies LLC | 12,335 | $330.0K | 0.15% | +12,335 | New |
| Colonial River Wealth Management, LLC | 12,526 | $335.0K | 0.22% | +2,801+28.8% | Added |
| Janney Montgomery Scott LLC | 12,431 | $340.0K | 0.00% | +12,431 | New |
| Centaurus Financial, Inc. | 12,750 | $341.0K | 0.03% | +12,750 | New |
| MML Investors Services, LLC | 12,827 | $343.0K | 0.00% | +12,827 | New |
| State of Wisconsin Investment Board | 13,201 | $353.0K | 0.00% | +13,201 | New |
| Group One Trading, L.P. | 13,229 | $354.0K | 0.01% | +13,229 | New |
| Pinnacle Holdings, LLC | 13,350 | $357.1K | 0.16% | +13,350 | New |
| Handelsbanken Fonder AB | 13,600 | $364.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 14,192 | $380.0K | 0.01% | −17,808−55.7% | Reduced |
| Arizona State Retirement System | 14,215 | $380.0K | 0.00% | +14,215 | New |