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 2022
Institutional positions in Jackson Financial Inc. as of Dec 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
- 292
- +48 vs. Q3 2022
- Shares held
- 65.4M
- −3.21M (−4.7%) vs. Q3 2022
- Total value
- $2.27B
- +$364.5M (+19.1%) vs. Q3 2022
- New holders
- 66
- 99 more added
- Sold out
- 18
- 92 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,471,993 | $294.7M | 0.01% | +534,394+6.7% | Added |
| BlackRock Inc. | 6,411,352 | $223.1M | 0.01% | +371,650+6.2% | Added |
| FMR LLC | 5,659,124 | $196.9M | 0.02% | +205,851+3.8% | Added |
| Price T Rowe Associates Inc | 4,104,473 | $142.8M | 0.02% | +6,052+0.1% | Added |
| Dodge & Cox | 4,081,506 | $142.0M | 0.10% | −86,100−2.1% | Reduced |
| State Street Corp | 2,139,635 | $74.4M | 0.00% | −210,609−9.0% | Reduced |
| Marshall Wace, LLP | 2,137,192 | $74.4M | 0.19% | +19,519+0.9% | Added |
| Dimensional Fund Advisors LP | 1,862,794 | $64.8M | 0.02% | +871,591+87.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,778,989 | $61.9M | 0.11% | +13,153+0.7% | Added |
| Apollo Management Holdings, L.P. | 1,568,232 | $54.6M | 0.45% | −5,992,570−79.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,443,769 | $50.2M | 0.34% | −5,971−0.4% | Reduced |
| Geode Capital Management, LLC | 1,347,237 | $46.9M | 0.01% | −86,092−6.0% | Reduced |
| Ruffer LLP | 1,302,076 | $45.4M | 3.05% | +175,190+15.5% | Added |
| EJF Capital LLC | 1,290,796 | $44.9M | 14.06% | −52,650−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,110,778 | $38.6M | 0.05% | +134,343+13.8% | Added |
| Two Sigma Advisers, LP | 884,400 | $30.8M | 0.09% | +54,100+6.5% | Added |
| Norges Bank | 883,826 | $30.7M | 0.01% | +220,097+33.2% | Added |
| Morgan Stanley | 832,568 | $29.0M | 0.00% | −27,817−3.2% | Reduced |
| Bank of New York Mellon Corp | 753,260 | $26.2M | 0.01% | +439,572+140.1% | Added |
| Two Sigma Investments, LP | 709,971 | $24.7M | 0.08% | −228,581−24.4% | Reduced |
| Man Group plc | 686,732 | $23.9M | 0.09% | +72,722+11.8% | Added |
| Northern Trust Corp | 672,063 | $23.4M | 0.00% | −11,925−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 644,895 | $22.4M | 0.06% | +24,895+4.0% | Added |
| Russell Investments Group, Ltd. | 579,333 | $20.2M | 0.04% | −12,874−2.2% | Reduced |
| American Century Companies Inc | 506,632 | $17.6M | 0.01% | +231,578+84.2% | Added |
| Charles Schwab Investment Management Inc | 474,047 | $16.5M | 0.01% | +1,288+0.3% | Added |
| Mangrove Partners | 453,967 | $15.8M | 1.51% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 429,100 | $14.9M | 0.02% | −574,000−57.2% | Reduced |
| Lazard Asset Management LLC | 419,961 | $14.6M | 0.02% | +173,865+70.6% | Added |
| Toscafund Asset Management LLP | 391,103 | $13.6M | 54.30% | +29,291+8.1% | Added |
| Ancora Advisors, LLC | 386,219 | $13.4M | 0.39% | +1,587+0.4% | Added |
| Goldman Sachs Group Inc | 318,432 | $11.1M | 0.00% | −365,211−53.4% | Reduced |
| JPMorgan Chase & Co | 286,428 | $9.96M | 0.00% | +211,620+282.9% | Added |
| Soviero Asset Management, LP | 260,000 | $9.05M | 5.37% | −70,000−21.2% | Reduced |
| Nuveen Asset Management, LLC | 255,208 | $8.88M | 0.00% | −17,981−6.6% | Reduced |
| Victory Capital Management Inc | 253,243 | $8.81M | 0.01% | −51,143−16.8% | Reduced |
| Miller Value Partners, LLC | 250,440 | $8.71M | 0.56% | −9,085−3.5% | Reduced |
| Bridgeway Capital Management, LLC | 249,400 | $8.68M | 0.22% | +20,800+9.1% | Added |
| Invesco Ltd. | 243,623 | $8.48M | 0.00% | +131,886+118.0% | Added |
| Bank of America Corp | 226,241 | $7.87M | 0.00% | +24,457+12.1% | Added |
| Point72 Asset Management, L.P. | 222,700 | $7.75M | 0.03% | +222,700 | New |
| Schroder Investment Management Group | 218,298 | $7.59M | 0.01% | +12,540+6.1% | Added |
| Allianz Asset Management GmbH | 205,411 | $7.15M | 0.02% | +205,411 | New |
| AQR Capital Management LLC | 193,921 | $6.75M | 0.02% | +89,710+86.1% | Added |
| California Public Employees Retirement System | 178,631 | $6.21M | 0.01% | +3,535+2.0% | Added |
| Gator Capital Management, LLC | 178,500 | $6.21M | 4.56% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 177,190 | $6.18M | 0.00% | −37,748−17.6% | Reduced |
| Hudson Bay Capital Management LP | 175,000 | $6.09M | 0.07% | +175,000 | New |
| Citadel Advisors LLC | 174,537 | $6.07M | 0.01% | −212,603−54.9% | Reduced |
| Wells Fargo & Company | 156,379 | $5.44M | 0.00% | −7,365−4.5% | Reduced |
| First Trust Advisors LP | 155,944 | $5.43M | 0.01% | +10,182+7.0% | Added |
| Twinbeech Capital LP | 155,073 | $5.39M | 0.10% | +130,301+526.0% | Added |
| Arbiter Partners Capital Management LLC | 150,400 | $5.23M | 6.23% | 00.0% | Unchanged |
| Prudential Financial Inc | 142,885 | $4.97M | 0.01% | −46,010−24.4% | Reduced |
| Bank of Montreal | 132,646 | $4.93M | 0.00% | +132,646 | New |
| Susquehanna Fundamental Investments, LLC | 134,370 | $4.67M | 0.08% | +25,180+23.1% | Added |
| Cubist Systematic Strategies, LLC | 130,961 | $4.56M | 0.04% | −61,902−32.1% | Reduced |
| Millennium Management LLC | 130,795 | $4.55M | 0.01% | −307,853−70.2% | Reduced |
| Oxbow Advisors, LLC | 125,596 | $4.37M | 0.82% | −4,765−3.7% | Reduced |
| Swiss National Bank | 122,800 | $4.27M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 122,447 | $4.26M | 0.01% | +3,264+2.7% | Added |
| Acadian Asset Management LLC | 121,172 | $4.21M | 0.02% | −178,097−59.5% | Reduced |
| SEI Investments Co | 119,786 | $4.17M | 0.01% | +25,573+27.1% | Added |
| Hudson Value Partners, LLC | 119,493 | $4.16M | 2.55% | −917−0.8% | Reduced |
| Brandywine Global Investment Management, LLC | 114,981 | $4.00M | 0.03% | +114,981 | New |
| LPL Financial LLC | 112,102 | $3.90M | 0.00% | +4,704+4.4% | Added |
| Advisor Group Holdings, Inc. | 105,270 | $3.66M | 0.01% | −37,774−26.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 104,032 | $3.62M | 0.03% | +75,532+265.0% | Added |
| Commonwealth Equity Services, LLC | 99,079 | $3.45M | 0.01% | +16,103+19.4% | Added |
| Wesleyan Assurance Society | 90,932 | $3.16M | 0.39% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 84,964 | $2.96M | 0.00% | +7,900+10.3% | Added |
| California State Teachers Retirement System | 74,173 | $2.58M | 0.00% | −580−0.8% | Reduced |
| Susquehanna International Group, LLP | 72,852 | $2.53M | 0.00% | −43,478−37.4% | Reduced |
| Aristides Capital LLC | 72,378 | $2.52M | 1.55% | +44,378+158.5% | Added |
| Deutsche Bank AG | 71,550 | $2.49M | 0.00% | +3,590+5.3% | Added |
| Massachusetts Financial Services Co | 67,641 | $2.35M | 0.00% | +67,641 | New |
| UBS Group AG | 67,377 | $2.34M | 0.00% | +2,801+4.3% | Added |
| UBS Asset Management Americas Inc | 66,451 | $2.31M | 0.00% | +18,625+38.9% | Added |
| Jump Financial, LLC | 62,821 | $2.19M | 0.11% | −20,601−24.7% | Reduced |
| Janus Henderson Group PLC | 61,948 | $2.16M | 0.00% | −2,691−4.2% | Reduced |
| Barclays PLC | 61,912 | $2.15M | 0.00% | −7,446−10.7% | Reduced |
| Putnam Investments LLC | 61,678 | $2.15M | 0.00% | −8,937−12.7% | Reduced |
| Donald Smith & Co., Inc. | 60,700 | $2.11M | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 59,971 | $2.09M | 0.00% | −7,232−10.8% | Reduced |
| Public Employees Retirement System of Ohio | 59,278 | $2.06M | 0.01% | −13,454−18.5% | Reduced |
| Legal & General Group Plc | 57,794 | $2.01M | 0.00% | −2,453−4.1% | Reduced |
| Credit Suisse AG | 57,006 | $1.98M | 0.00% | −12,492−18.0% | Reduced |
| Poehling Capital Management, LLC | 55,918 | $1.95M | 0.73% | +32,781+141.7% | Added |
| New York State Common Retirement Fund | 55,539 | $1.93M | 0.00% | −210.0% | Reduced |
| ExodusPoint Capital Management, LP | 54,975 | $1.91M | 0.03% | +39,528+255.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,051 | $1.88M | 0.01% | −5,069−8.6% | Reduced |
| Macquarie Group Ltd | 54,021 | $1.88M | 0.00% | +54,021 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 54,000 | $1.88M | 0.01% | −33,300−38.1% | Reduced |
| Quantedge Capital Pte Ltd | 53,300 | $1.85M | 0.62% | −49,000−47.9% | Reduced |
| Principal Financial Group Inc | 52,855 | $1.84M | 0.00% | +16,283+44.5% | Added |
| Royal Bank of Canada | 52,208 | $1.82M | 0.00% | +20,622+65.3% | Added |
| Rathbone Brothers plc | 51,256 | $1.78M | 0.02% | −1,503−2.8% | Reduced |
| APG Asset Management N.V. | 50,600 | $1.76M | 0.00% | +30,900+156.9% | Added |
| Raymond James & Associates | 49,617 | $1.73M | 0.00% | −3,933−7.3% | Reduced |
| Naples Global Advisors, LLC | 48,107 | $1.67M | 0.21% | +10,707+28.6% | Added |