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