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, Q3 2022
Institutional positions in Jackson Financial Inc. as of Sep 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
- 247
- +24 vs. Q2 2022
- Shares held
- 68.6M
- +3.68M (+5.7%) vs. Q2 2022
- Total value
- $1.91B
- +$158.9M (+9.1%) vs. Q2 2022
- New holders
- 53
- 89 more added
- Sold out
- 29
- 57 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $0 | 0.00% | −43−97.7% | Reduced |
| Earnest Partners LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| McIlrath & Eck, LLC | 3 | $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 |
| Brown Brothers Harriman & Co | 2 | $0 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 28 | $0 | 0.00% | +28 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 10 | $0 | 0.00% | +10 | New |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| Credential Qtrade Securities Inc. | 10 | $277 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 11 | $305 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 46 | $1.00K | 0.00% | −67−59.3% | Reduced |
| Harbour Investments, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 38 | $1.00K | 0.00% | −14−26.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.00K | 0.00% | +24+240.0% | Added |
| Bourgeon Capital Management LLC | 33 | $1.00K | 0.00% | +33 | New |
| Cutler Group LP | 56 | $1.00K | 0.00% | +56 | New |
| Signaturefd, LLC | 60 | $2.00K | 0.00% | −44−42.3% | Reduced |
| Quadrant Capital Group LLC | 85 | $2.00K | 0.00% | −21−19.8% | Reduced |
| Versant Capital Management, Inc | 61 | $2.00K | 0.00% | +61 | New |
| Lindbrook Capital, LLC | 106 | $3.00K | 0.00% | +73+221.2% | Added |
| Hantz Financial Services, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Wellington Shields Capital Management, LLC | 130 | $4.00K | 0.00% | +130 | New |
| Hexagon Capital Partners LLC | 167 | $5.00K | 0.00% | +95+131.9% | Added |
| Bell Investment Advisors, Inc | 171 | $5.00K | 0.00% | +143+510.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 207 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 243 | $7.00K | 0.00% | +243 | New |
| TCI Wealth Advisors, Inc. | 281 | $8.00K | 0.00% | +49+21.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 328 | $9.00K | 0.00% | +328 | New |
| Wipfli Financial Advisors LLC, | 326 | $9.00K | 0.00% | +326 | New |
| Spire Wealth Management | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 492 | $13.0K | 0.00% | +474+2,633.3% | Added |
| Ellevest, Inc. | 550 | $15.0K | 0.00% | +550 | New |
| Compagnie Lombard Odier SCmA | 597 | $16.0K | 0.00% | +597 | New |
| Leonteq Securities AG | 606 | $16.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 852 | $23.0K | 0.00% | −374−30.5% | Reduced |
| Banque Cantonale Vaudoise | 906 | $25.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,081 | $30.0K | 0.00% | +990+1,087.9% | Added |
| Close Asset Management Ltd | 1,311 | $36.0K | 0.00% | −3,985−75.2% | Reduced |
| Federated Hermes, Inc. | 1,382 | $38.0K | 0.00% | +921+199.8% | Added |
| Nomura Asset Management Co Ltd | 1,390 | $38.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,800 | $66.0K | 0.00% | +800+80.0% | Added |
| South Dakota Investment Council | 2,710 | $75.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,788 | $92.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,475 | $96.0K | 0.00% | −454−11.6% | Reduced |
| HBK Sorce Advisory LLC | 95,000 | $100.0K | 0.01% | +95,000 | New |
| Westpac Banking Corp | 4,288 | $121.2K | 0.00% | +71+1.7% | Added |
| Metropolitan Life Insurance Co | 4,627 | $128.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,832 | $134.0K | 0.00% | +2,366+95.9% | Added |
| Convergence Investment Partners, LLC | 4,995 | $139.0K | 0.09% | +4,995 | New |
| Kames Capital plc | 5,176 | $144.0K | 0.00% | −14,956−74.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,864 | $163.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,995 | $166.0K | 0.01% | +330+5.8% | Added |
| KBC Group NV | 6,556 | $182.0K | 0.00% | −592−8.3% | Reduced |
| Toronto Dominion Bank | 6,647 | $184.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,640 | $184.0K | 0.00% | +6,640 | New |
| Covestor Ltd | 7,457 | $207.0K | 0.18% | +7,457 | New |
| FORA Capital, LLC | 7,612 | $211.0K | 0.04% | +7,612 | New |
| Los Angeles Capital Management LLC | 7,643 | $212.0K | 0.00% | +7,643 | New |
| Mackenzie Financial Corp | 7,846 | $218.0K | 0.00% | +7,846 | New |
| Sawtooth Solutions, LLC | 7,906 | $219.0K | 0.03% | +7,906 | New |
| Hosking Partners LLP | 7,930 | $220.0K | 0.01% | −482−5.7% | Reduced |
| Virginia Retirement Systems Et Al | 8,300 | $230.3K | 0.00% | +8,300 | New |
| ProShare Advisors LLC | 8,429 | $233.0K | 0.00% | −6,170−42.3% | Reduced |
| Regal Investment Advisors LLC | 8,458 | $235.0K | 0.03% | −464−5.2% | Reduced |
| Fernwood Investment Management, LLC | 8,775 | $244.0K | 0.10% | −550−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 9,000 | $249.0K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 9,161 | $254.0K | 0.00% | +1,240+15.7% | Added |
| State of Wisconsin Investment Board | 9,676 | $269.0K | 0.00% | −3,525−26.7% | Reduced |
| Alps Advisors Inc | 9,787 | $272.0K | 0.00% | +9,787 | New |
| Quantamental Technologies LLC | 9,836 | $273.0K | 0.11% | −2,499−20.3% | Reduced |
| Amalgamated Bank | 9,878 | $274.0K | 0.00% | +311+3.3% | Added |
| Citigroup Inc | 9,972 | $277.0K | 0.00% | +306+3.2% | Added |
| State of Wyoming | 10,291 | $285.0K | 0.14% | +3,617+54.2% | Added |
| Strategic Advisors LLC | 11,900 | $330.0K | 0.07% | +11,900 | New |
| Corsair Capital Management, L.P. | 11,995 | $333.0K | 0.15% | +11,995 | New |
| Corton Capital Inc. | 12,080 | $335.0K | 0.41% | −14,128−53.9% | Reduced |
| Oppenheimer Asset Management Inc. | 12,214 | $339.0K | 0.01% | +263+2.2% | Added |
| Delphia (USA) Inc. | 12,304 | $341.0K | 0.39% | −16,437−57.2% | Reduced |
| Virtu Financial LLC | 12,369 | $343.0K | 0.03% | +12,369 | New |
| Wellington Shields & Co., LLC | 12,692 | $352.0K | 0.15% | +1,378+12.2% | Added |
| Colonial River Wealth Management, LLC | 13,373 | $371.0K | 0.26% | +847+6.8% | Added |
| Handelsbanken Fonder AB | 13,600 | $377.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,070 | $390.0K | 0.00% | −145−1.0% | Reduced |
| MML Investors Services, LLC | 14,137 | $392.0K | 0.00% | +1,310+10.2% | Added |
| Lingohr & Partner Asset Management GmbH | 10,776 | $413.0K | 1.13% | 00.0% | Unchanged |