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 |
|---|---|---|---|---|---|
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| Zions Bancorporation, N.A. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $35 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $35 | 0.00% | +1 | New |
| McIlrath & Eck, LLC | 3 | $104 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $104 | 0.00% | +3 | New |
| Sugarloaf Wealth Management, LLC | 3 | $104 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $139 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 5 | $174 | 0.00% | +2+66.7% | Added |
| Earnest Partners LLC | 7 | $244 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $244 | 0.00% | −3−30.0% | Reduced |
| Credential Qtrade Securities Inc. | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $348 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $383 | 0.00% | +3+37.5% | Added |
| Newbridge Financial Services Group, Inc. | 11 | $383 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $452 | 0.00% | +4+44.4% | Added |
| Allworth Financial LP | 14 | $487 | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 18 | $626 | 0.00% | −474−96.3% | Reduced |
| RFP Financial Group LLC | 22 | $765 | 0.00% | +22 | New |
| National Bank of Canada | 23 | $800 | 0.00% | −1,058−97.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 23 | $800 | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33 | $1.15K | 0.00% | +3+10.0% | Added |
| Bourgeon Capital Management LLC | 33 | $1.15K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 37 | $1.29K | 0.00% | +37 | New |
| Red Tortoise LLC | 47 | $1.64K | 0.00% | +47 | New |
| First Horizon Advisors, Inc. | 49 | $1.70K | 0.00% | +21+75.0% | Added |
| CWM, LLC | 49 | $2.00K | 0.00% | +11+28.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 65 | $2.00K | 0.00% | +21+47.7% | Added |
| ClariVest Asset Management LLC | 71 | $2.00K | 0.00% | +71 | New |
| Signaturefd, LLC | 60 | $2.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $2.44K | 0.00% | +9+14.8% | Added |
| US Bancorp | 70 | $2.44K | 0.00% | +24+52.2% | Added |
| Advisory Services Network, LLC | 86 | $2.98K | 0.00% | +86 | New |
| Quadrant Capital Group LLC | 94 | $3.27K | 0.00% | +9+10.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 105 | $3.65K | 0.00% | +105 | New |
| Ronald Blue Trust, Inc. | 130 | $4.00K | 0.00% | +96+282.4% | Added |
| Wellington Shields Capital Management, LLC | 138 | $4.80K | 0.00% | +8+6.2% | Added |
| Bell Investment Advisors, Inc | 139 | $4.84K | 0.00% | −32−18.7% | Reduced |
| Global Retirement Partners, LLC | 143 | $4.98K | 0.00% | +141+7,050.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 207 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 238 | $8.00K | 0.00% | +182+325.0% | Added |
| Lindbrook Capital, LLC | 237 | $8.24K | 0.00% | +131+123.6% | Added |
| Harbour Investments, Inc. | 241 | $8.38K | 0.00% | +200+487.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 284 | $9.88K | 0.00% | −44−13.4% | Reduced |
| Hantz Financial Services, Inc. | 305 | $11.0K | 0.00% | +205+205.0% | Added |
| TCI Wealth Advisors, Inc. | 334 | $11.6K | 0.00% | +53+18.9% | Added |
| Amundi | 385 | $13.9K | 0.00% | +385 | New |
| Ellevest, Inc. | 406 | $14.1K | 0.00% | −144−26.2% | Reduced |
| GWM Advisors LLC | 413 | $14.4K | 0.00% | +413 | New |
| The PNC Financial Services Group, Inc. | 430 | $15.0K | 0.00% | −422−49.5% | Reduced |
| Heritage Wealth Management, LLC | 486 | $16.9K | 0.00% | +243+100.0% | Added |
| Hexagon Capital Partners LLC | 486 | $16.9K | 0.00% | +319+191.0% | Added |
| Compagnie Lombard Odier SCmA | 572 | $20.0K | 0.00% | −25−4.2% | Reduced |
| Spire Wealth Management | 709 | $25.0K | 0.00% | +309+77.3% | Added |
| Private Trust Co NA | 750 | $26.0K | 0.00% | +750 | New |
| Farther Finance Advisors, LLC | 764 | $26.6K | 0.01% | +764 | New |
| Federated Hermes, Inc. | 807 | $28.1K | 0.00% | −575−41.6% | Reduced |
| Close Asset Management Ltd | 950 | $33.0K | 0.00% | −361−27.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,118 | $39.0K | 0.00% | −3,714−76.9% | Reduced |
| IFP Advisors, Inc | 1,253 | $42.0K | 0.00% | −1,535−55.1% | Reduced |
| Money Concepts Capital Corp | 1,212 | $42.2K | 0.00% | +1,212 | New |
| Nomura Asset Management Co Ltd | 1,390 | $48.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,715 | $59.7K | 0.00% | +1,715 | New |
| Nisa Investment Advisors, LLC | 1,800 | $63.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,917 | $66.0K | 0.00% | +1,917 | New |
| Benjamin F. Edwards & Company, Inc. | 3,600 | $125.0K | 0.01% | +3,600 | New |
| Leonteq Securities AG | 4,089 | $142.3K | 0.01% | +3,483+574.8% | Added |
| Metropolitan Life Insurance Co | 4,657 | $162.0K | 0.01% | +30+0.6% | Added |
| Convergence Investment Partners, LLC | 4,817 | $167.6K | 0.10% | −178−3.6% | Reduced |
| KBC Group NV | 4,994 | $174.0K | 0.00% | −1,562−23.8% | Reduced |
| Kames Capital plc | 5,176 | $180.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,462 | $190.0K | 0.00% | +5,462 | New |
| Dynamic Technology Lab Private Ltd | 5,790 | $201.0K | 0.02% | +5,790 | New |
| Baird Financial Group, Inc. | 5,792 | $201.0K | 0.00% | +5,792 | New |
| NinePointTwo Capital | 5,930 | $206.0K | 0.09% | +5,930 | New |
| Mercer Global Advisors Inc | 6,047 | $210.0K | 0.00% | +6,047 | New |
| HBK Sorce Advisory LLC | 190,000 | $211.0K | 0.01% | +95,000+100.0% | Added |
| Covestor Ltd | 6,131 | $213.0K | 0.17% | −1,326−17.8% | Reduced |
| Algert Global LLC | 6,270 | $218.1K | 0.01% | +6,270 | New |
| State of Wisconsin Investment Board | 6,347 | $220.8K | 0.00% | −3,329−34.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,541 | $227.6K | 0.03% | +6,541 | New |
| Toronto Dominion Bank | 6,647 | $231.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,789 | $236.0K | 0.00% | +6,789 | New |
| Counterpoint Mutual Funds LLC | 6,806 | $236.8K | 0.25% | +6,806 | New |
| Sawtooth Solutions, LLC | 6,860 | $238.7K | 0.03% | −1,046−13.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,995 | $249.2K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,196 | $250.3K | 0.00% | +1,332+22.7% | Added |
| SG Americas Securities, LLC | 7,225 | $251.0K | 0.00% | −11,186−60.8% | Reduced |
| StoneX Group Inc. | 7,283 | $253.4K | 0.03% | +7,283 | New |
| Citigroup Inc | 7,372 | $256.5K | 0.00% | −2,600−26.1% | Reduced |
| Ergoteles LLC | 7,591 | $264.1K | 0.01% | −48,909−86.6% | Reduced |
| State of Wyoming | 7,896 | $274.7K | 0.09% | −2,395−23.3% | Reduced |
| Royce & Associates LP | 7,965 | $277.1K | 0.00% | +7,965 | New |
| Regal Investment Advisors LLC | 8,511 | $296.1K | 0.03% | +53+0.6% | Added |
| Fernwood Investment Management, LLC | 8,775 | $305.3K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,884 | $309.1K | 0.00% | −8,998−50.3% | Reduced |