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, Q1 2023
Institutional positions in Jackson Financial Inc. as of Mar 31, 2023. 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
- 301
- +12 vs. Q4 2022
- Shares held
- 64.2M
- −1.21M (−1.8%) vs. Q4 2022
- Total value
- $2.40B
- +$133.4M (+5.9%) vs. Q4 2022
- New holders
- 48
- 128 more added
- Sold out
- 36
- 88 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,668,042 | $361.7M | 0.01% | +1,196,049+14.1% | Added |
| BlackRock Inc. | 6,248,889 | $233.8M | 0.01% | −162,463−2.5% | Reduced |
| Dodge & Cox | 4,186,406 | $156.6M | 0.11% | +104,900+2.6% | Added |
| Price T Rowe Associates Inc | 4,157,287 | $155.5M | 0.02% | +52,814+1.3% | Added |
| Dimensional Fund Advisors LP | 2,822,171 | $105.6M | 0.04% | +959,377+51.5% | Added |
| State Street Corp | 2,129,791 | $79.7M | 0.00% | −9,844−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,546,228 | $57.8M | 0.10% | −232,761−13.1% | Reduced |
| EJF Capital LLC | 1,487,040 | $55.6M | 20.81% | +196,244+15.2% | Added |
| Ruffer LLP | 1,476,421 | $55.2M | 1.91% | +174,345+13.4% | Added |
| Marshall Wace, LLP | 1,401,828 | $52.4M | 0.13% | −735,364−34.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,400,985 | $52.4M | 0.32% | −42,784−3.0% | Reduced |
| Geode Capital Management, LLC | 1,371,602 | $51.3M | 0.01% | +24,365+1.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,154,294 | $43.2M | 0.06% | +43,516+3.9% | Added |
| Donald Smith & Co., Inc. | 1,000,917 | $37.4M | 1.38% | +940,217+1,549.0% | Added |
| Two Sigma Advisers, LP | 995,600 | $37.2M | 0.10% | +111,200+12.6% | Added |
| Morgan Stanley | 991,997 | $37.1M | 0.00% | +159,429+19.1% | Added |
| Norges Bank | 937,826 | $35.1M | 0.01% | +54,000+6.1% | Added |
| Two Sigma Investments, LP | 847,182 | $31.7M | 0.09% | +137,211+19.3% | Added |
| Bank of New York Mellon Corp | 778,495 | $29.1M | 0.01% | +25,235+3.4% | Added |
| American Century Companies Inc | 775,187 | $28.5M | 0.02% | +268,555+53.0% | Added |
| Mangrove Partners | 691,869 | $25.9M | 2.63% | +237,902+52.4% | Added |
| Northern Trust Corp | 663,439 | $24.8M | 0.00% | −8,624−1.3% | Reduced |
| Acadian Asset Management LLC | 630,956 | $23.6M | 0.10% | +509,784+420.7% | Added |
| Charles Schwab Investment Management Inc | 557,480 | $20.9M | 0.01% | +83,433+17.6% | Added |
| Man Group plc | – | $20.8M | 0.07% | – | – |
| Russell Investments Group, Ltd. | 553,983 | $20.7M | 0.04% | −25,350−4.4% | Reduced |
| Balyasny Asset Management LLC | 532,315 | $19.9M | 0.07% | +532,315 | New |
| Robeco Institutional Asset Management B.V. | 515,777 | $19.3M | 0.05% | −129,118−20.0% | Reduced |
| JPMorgan Chase & Co | 468,998 | $17.5M | 0.00% | +182,570+63.7% | Added |
| First Trust Advisors LP | 459,121 | $17.2M | 0.02% | +303,177+194.4% | Added |
| Toscafund Asset Management LLP | 402,275 | $15.0M | 57.47% | +11,172+2.9% | Added |
| Federated Hermes, Inc. | 391,216 | $14.6M | 0.04% | +390,409+48,377.8% | Added |
| Lazard Asset Management LLC | 390,922 | $14.6M | 0.02% | −29,039−6.9% | Reduced |
| Schroder Investment Management Group | 383,905 | $14.4M | 0.02% | +165,607+75.9% | Added |
| Citadel Advisors LLC | 376,073 | $14.1M | 0.02% | +201,536+115.5% | Added |
| Allianz Asset Management GmbH | 342,822 | $12.8M | 0.03% | +137,411+66.9% | Added |
| Goldman Sachs Group Inc | 335,278 | $12.5M | 0.00% | +16,846+5.3% | Added |
| FMR LLC | 308,027 | $11.5M | 0.00% | −5,351,097−94.6% | Reduced |
| Ameriprise Financial Inc | 284,045 | $10.6M | 0.00% | +106,855+60.3% | Added |
| Ancora Advisors, LLC | 269,978 | $10.1M | 0.29% | −116,241−30.1% | Reduced |
| Nuveen Asset Management, LLC | 257,438 | $9.63M | 0.00% | +2,230+0.9% | Added |
| Bank of America Corp | 244,037 | $9.13M | 0.00% | +17,796+7.9% | Added |
| Bridgeway Capital Management, LLC | 238,600 | $8.93M | 0.24% | −10,800−4.3% | Reduced |
| Wells Fargo & Company | 225,003 | $8.42M | 0.00% | +68,624+43.9% | Added |
| Voloridge Investment Management, LLC | 221,645 | $8.29M | 0.04% | +221,645 | New |
| Invesco Ltd. | 219,871 | $8.23M | 0.00% | −23,752−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 216,173 | $8.09M | 0.07% | +101,192+88.0% | Added |
| Barclays PLC | 215,407 | $8.06M | 0.01% | +153,495+247.9% | Added |
| Miller Value Partners, LLC | 209,225 | $7.83M | 0.49% | −41,215−16.5% | Reduced |
| Victory Capital Management Inc | 207,508 | $7.76M | 0.01% | −45,735−18.1% | Reduced |
| Susquehanna International Group, LLP | 207,404 | $7.76M | 0.01% | +134,552+184.7% | Added |
| SEI Investments Co | 198,962 | $7.44M | 0.01% | +79,176+66.1% | Added |
| Gator Capital Management, LLC | 178,500 | $6.68M | 5.17% | 00.0% | Unchanged |
| AQR Capital Management LLC | 175,548 | $6.57M | 0.01% | −18,373−9.5% | Reduced |
| LPL Financial LLC | 173,031 | $6.47M | 0.01% | +60,929+54.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 171,509 | $6.42M | 0.01% | +147,575+616.6% | Added |
| Qube Research & Technologies Ltd | 158,051 | $5.91M | 0.03% | +132,326+514.4% | Added |
| California Public Employees Retirement System | 156,534 | $5.86M | 0.01% | −22,097−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 140,776 | $5.27M | 0.01% | +35,506+33.7% | Added |
| Arbiter Partners Capital Management LLC | 137,400 | $5.14M | 6.53% | −13,000−8.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 134,370 | $5.03M | 0.12% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 131,634 | $4.92M | 0.88% | +6,038+4.8% | Added |
| Renaissance Technologies LLC | 130,959 | $4.90M | 0.01% | −298,141−69.5% | Reduced |
| Commonwealth Equity Services, LLC | 129,172 | $4.83M | 0.01% | +30,093+30.4% | Added |
| Rhumbline Advisers | 123,344 | $4.61M | 0.01% | +897+0.7% | Added |
| Point72 Asset Management, L.P. | 116,000 | $4.34M | 0.02% | −106,700−47.9% | Reduced |
| Hudson Value Partners, LLC | 112,555 | $4.21M | 2.40% | −6,938−5.8% | Reduced |
| Jane Street Group, LLC | 111,122 | $4.16M | 0.01% | +102,238+1,150.8% | Added |
| Prudential Financial Inc | 110,063 | $4.12M | 0.01% | −32,822−23.0% | Reduced |
| Swiss National Bank | 107,500 | $4.02M | 0.00% | −15,300−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 102,625 | $3.84M | 0.03% | +100,825+5,601.4% | Added |
| Wesleyan Assurance Society | 90,932 | $3.40M | 0.39% | 00.0% | Unchanged |
| Macquarie Group Ltd | 87,584 | $3.28M | 0.00% | +33,563+62.1% | Added |
| Deutsche Bank AG | 85,381 | $3.19M | 0.00% | +13,831+19.3% | Added |
| Alliancebernstein L.P. | 84,964 | $3.18M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 81,700 | $3.06M | 0.00% | +63,400+346.4% | Added |
| Ibex Wealth Advisors | 76,534 | $2.86M | 0.74% | +76,534 | New |
| Cambridge Investment Research Advisors, Inc. | 74,441 | $2.79M | 0.01% | +20,390+37.7% | Added |
| California State Teachers Retirement System | 71,605 | $2.68M | 0.00% | −2,568−3.5% | Reduced |
| Raymond James & Associates | 67,888 | $2.54M | 0.00% | +18,271+36.8% | Added |
| Massachusetts Financial Services Co | 67,364 | $2.52M | 0.00% | −277−0.4% | Reduced |
| Crestline Management, LP | 65,000 | $2.43M | 0.30% | +65,000 | New |
| Legal & General Group Plc | 62,581 | $2.34M | 0.00% | +4,787+8.3% | Added |
| MML Investors Services, LLC | 62,282 | $2.33M | 0.02% | +20,560+49.3% | Added |
| Credit Suisse AG | 59,747 | $2.24M | 0.00% | +2,741+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,556 | $2.23M | 0.00% | −415−0.7% | Reduced |
| Putnam Investments LLC | 58,816 | $2.20M | 0.00% | −2,862−4.6% | Reduced |
| New York State Common Retirement Fund | 57,728 | $2.16M | 0.00% | +2,189+3.9% | Added |
| Poehling Capital Management, LLC | 57,009 | $2.13M | 0.72% | +1,091+2.0% | Added |
| Stratos Wealth Partners, LTD. | 56,193 | $2.10M | 0.06% | +26,997+92.5% | Added |
| Mackenzie Financial Corp | 55,233 | $2.07M | 0.00% | +42,187+323.4% | Added |
| UBS Asset Management Americas Inc | 53,482 | $2.00M | 0.00% | −12,969−19.5% | Reduced |
| Public Employees Retirement System of Ohio | 51,092 | $1.91M | 0.01% | −8,186−13.8% | Reduced |
| Oliver Luxxe Assets LLC | 49,822 | $1.86M | 0.49% | +49,822 | New |
| State of New Jersey Common Pension Fund D | 49,732 | $1.86M | 0.01% | +49,732 | New |
| Principal Financial Group Inc | 48,552 | $1.82M | 0.00% | −4,303−8.1% | Reduced |
| CSS LLC | 48,400 | $1.81M | 0.14% | +500+1.0% | Added |
| Aristides Capital LLC | 48,000 | $1.80M | 1.13% | −24,378−33.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 47,900 | $1.79M | 0.01% | +47,900 | New |
| Naples Global Advisors, LLC | 47,817 | $1.79M | 0.22% | −290−0.6% | Reduced |