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 |
|---|---|---|---|---|---|
| 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 |
| ExodusPoint Capital Management, LP | 54,975 | $1.91M | 0.03% | +39,528+255.9% | Added |
| New York State Common Retirement Fund | 55,539 | $1.93M | 0.00% | −210.0% | Reduced |
| Poehling Capital Management, LLC | 55,918 | $1.95M | 0.73% | +32,781+141.7% | Added |
| Credit Suisse AG | 57,006 | $1.98M | 0.00% | −12,492−18.0% | Reduced |
| Legal & General Group Plc | 57,794 | $2.01M | 0.00% | −2,453−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 59,278 | $2.06M | 0.01% | −13,454−18.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 59,971 | $2.09M | 0.00% | −7,232−10.8% | Reduced |
| Donald Smith & Co., Inc. | 60,700 | $2.11M | 0.08% | 00.0% | Unchanged |
| Putnam Investments LLC | 61,678 | $2.15M | 0.00% | −8,937−12.7% | Reduced |
| Barclays PLC | 61,912 | $2.15M | 0.00% | −7,446−10.7% | Reduced |
| Janus Henderson Group PLC | 61,948 | $2.16M | 0.00% | −2,691−4.2% | Reduced |
| Jump Financial, LLC | 62,821 | $2.19M | 0.11% | −20,601−24.7% | Reduced |
| UBS Asset Management Americas Inc | 66,451 | $2.31M | 0.00% | +18,625+38.9% | Added |
| UBS Group AG | 67,377 | $2.34M | 0.00% | +2,801+4.3% | Added |
| Massachusetts Financial Services Co | 67,641 | $2.35M | 0.00% | +67,641 | New |
| Deutsche Bank AG | 71,550 | $2.49M | 0.00% | +3,590+5.3% | Added |
| Aristides Capital LLC | 72,378 | $2.52M | 1.55% | +44,378+158.5% | Added |
| Susquehanna International Group, LLP | 72,852 | $2.53M | 0.00% | −43,478−37.4% | Reduced |
| California State Teachers Retirement System | 74,173 | $2.58M | 0.00% | −580−0.8% | Reduced |
| Alliancebernstein L.P. | 84,964 | $2.96M | 0.00% | +7,900+10.3% | Added |
| Wesleyan Assurance Society | 90,932 | $3.16M | 0.39% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 99,079 | $3.45M | 0.01% | +16,103+19.4% | Added |
| Schonfeld Strategic Advisors LLC | 104,032 | $3.62M | 0.03% | +75,532+265.0% | Added |
| Advisor Group Holdings, Inc. | 105,270 | $3.66M | 0.01% | −37,774−26.4% | Reduced |
| LPL Financial LLC | 112,102 | $3.90M | 0.00% | +4,704+4.4% | Added |
| Brandywine Global Investment Management, LLC | 114,981 | $4.00M | 0.03% | +114,981 | New |
| Hudson Value Partners, LLC | 119,493 | $4.16M | 2.55% | −917−0.8% | Reduced |
| SEI Investments Co | 119,786 | $4.17M | 0.01% | +25,573+27.1% | Added |
| Acadian Asset Management LLC | 121,172 | $4.21M | 0.02% | −178,097−59.5% | Reduced |
| Rhumbline Advisers | 122,447 | $4.26M | 0.01% | +3,264+2.7% | Added |
| Swiss National Bank | 122,800 | $4.27M | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 125,596 | $4.37M | 0.82% | −4,765−3.7% | Reduced |
| Millennium Management LLC | 130,795 | $4.55M | 0.01% | −307,853−70.2% | Reduced |
| Cubist Systematic Strategies, LLC | 130,961 | $4.56M | 0.04% | −61,902−32.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 134,370 | $4.67M | 0.08% | +25,180+23.1% | Added |
| Bank of Montreal | 132,646 | $4.93M | 0.00% | +132,646 | New |
| Prudential Financial Inc | 142,885 | $4.97M | 0.01% | −46,010−24.4% | Reduced |
| Arbiter Partners Capital Management LLC | 150,400 | $5.23M | 6.23% | 00.0% | Unchanged |
| Twinbeech Capital LP | 155,073 | $5.39M | 0.10% | +130,301+526.0% | Added |
| First Trust Advisors LP | 155,944 | $5.43M | 0.01% | +10,182+7.0% | Added |
| Wells Fargo & Company | 156,379 | $5.44M | 0.00% | −7,365−4.5% | Reduced |
| Citadel Advisors LLC | 174,537 | $6.07M | 0.01% | −212,603−54.9% | Reduced |
| Hudson Bay Capital Management LP | 175,000 | $6.09M | 0.07% | +175,000 | New |
| Ameriprise Financial Inc | 177,190 | $6.18M | 0.00% | −37,748−17.6% | Reduced |
| Gator Capital Management, LLC | 178,500 | $6.21M | 4.56% | 00.0% | Unchanged |
| California Public Employees Retirement System | 178,631 | $6.21M | 0.01% | +3,535+2.0% | Added |
| AQR Capital Management LLC | 193,921 | $6.75M | 0.02% | +89,710+86.1% | Added |
| Allianz Asset Management GmbH | 205,411 | $7.15M | 0.02% | +205,411 | New |
| Schroder Investment Management Group | 218,298 | $7.59M | 0.01% | +12,540+6.1% | Added |
| Point72 Asset Management, L.P. | 222,700 | $7.75M | 0.03% | +222,700 | New |
| Bank of America Corp | 226,241 | $7.87M | 0.00% | +24,457+12.1% | Added |
| Invesco Ltd. | 243,623 | $8.48M | 0.00% | +131,886+118.0% | Added |
| Bridgeway Capital Management, LLC | 249,400 | $8.68M | 0.22% | +20,800+9.1% | Added |
| Miller Value Partners, LLC | 250,440 | $8.71M | 0.56% | −9,085−3.5% | Reduced |
| Victory Capital Management Inc | 253,243 | $8.81M | 0.01% | −51,143−16.8% | Reduced |
| Nuveen Asset Management, LLC | 255,208 | $8.88M | 0.00% | −17,981−6.6% | Reduced |
| Soviero Asset Management, LP | 260,000 | $9.05M | 5.37% | −70,000−21.2% | Reduced |
| JPMorgan Chase & Co | 286,428 | $9.96M | 0.00% | +211,620+282.9% | Added |
| Goldman Sachs Group Inc | 318,432 | $11.1M | 0.00% | −365,211−53.4% | Reduced |
| Ancora Advisors, LLC | 386,219 | $13.4M | 0.39% | +1,587+0.4% | Added |
| Toscafund Asset Management LLP | 391,103 | $13.6M | 54.30% | +29,291+8.1% | Added |
| Lazard Asset Management LLC | 419,961 | $14.6M | 0.02% | +173,865+70.6% | Added |
| Renaissance Technologies LLC | 429,100 | $14.9M | 0.02% | −574,000−57.2% | Reduced |
| Mangrove Partners | 453,967 | $15.8M | 1.51% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 474,047 | $16.5M | 0.01% | +1,288+0.3% | Added |
| American Century Companies Inc | 506,632 | $17.6M | 0.01% | +231,578+84.2% | Added |
| Russell Investments Group, Ltd. | 579,333 | $20.2M | 0.04% | −12,874−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 644,895 | $22.4M | 0.06% | +24,895+4.0% | Added |
| Northern Trust Corp | 672,063 | $23.4M | 0.00% | −11,925−1.7% | Reduced |
| Man Group plc | 686,732 | $23.9M | 0.09% | +72,722+11.8% | Added |
| Two Sigma Investments, LP | 709,971 | $24.7M | 0.08% | −228,581−24.4% | Reduced |
| Bank of New York Mellon Corp | 753,260 | $26.2M | 0.01% | +439,572+140.1% | Added |
| Morgan Stanley | 832,568 | $29.0M | 0.00% | −27,817−3.2% | Reduced |
| Norges Bank | 883,826 | $30.7M | 0.01% | +220,097+33.2% | Added |
| Two Sigma Advisers, LP | 884,400 | $30.8M | 0.09% | +54,100+6.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,110,778 | $38.6M | 0.05% | +134,343+13.8% | Added |
| EJF Capital LLC | 1,290,796 | $44.9M | 14.06% | −52,650−3.9% | Reduced |
| Ruffer LLP | 1,302,076 | $45.4M | 3.05% | +175,190+15.5% | Added |
| Geode Capital Management, LLC | 1,347,237 | $46.9M | 0.01% | −86,092−6.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,443,769 | $50.2M | 0.34% | −5,971−0.4% | Reduced |
| Apollo Management Holdings, L.P. | 1,568,232 | $54.6M | 0.45% | −5,992,570−79.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,778,989 | $61.9M | 0.11% | +13,153+0.7% | Added |
| Dimensional Fund Advisors LP | 1,862,794 | $64.8M | 0.02% | +871,591+87.9% | Added |
| Marshall Wace, LLP | 2,137,192 | $74.4M | 0.19% | +19,519+0.9% | Added |
| State Street Corp | 2,139,635 | $74.4M | 0.00% | −210,609−9.0% | Reduced |
| Dodge & Cox | 4,081,506 | $142.0M | 0.10% | −86,100−2.1% | Reduced |
| Price T Rowe Associates Inc | 4,104,473 | $142.8M | 0.02% | +6,052+0.1% | Added |
| FMR LLC | 5,659,124 | $196.9M | 0.02% | +205,851+3.8% | Added |
| BlackRock Inc. | 6,411,352 | $223.1M | 0.01% | +371,650+6.2% | Added |
| Vanguard Group Inc | 8,471,993 | $294.7M | 0.01% | +534,394+6.7% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −249,355−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −101,291−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −35,374−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −32,231−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −24,216−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,427−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −15,089−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,369−100.0% | Sold out |