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 |
|---|---|---|---|---|---|
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1 | $0 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 7 | $262 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $262 | 0.00% | +3+75.0% | Added |
| Disciplined Investments, LLC | 8 | $299 | 0.00% | +3+60.0% | Added |
| Baker Avenue Asset Management, LP | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $412 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $449 | 0.00% | +5+71.4% | Added |
| Fifth Third Bancorp | 13 | $486 | 0.00% | +13 | New |
| Allworth Financial LP | 14 | $524 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 19 | $711 | 0.00% | −4−17.4% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $786 | 0.00% | +10+90.9% | Added |
| RFP Financial Group LLC | 22 | $823 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $824 | 0.00% | +9+69.2% | Added |
| Steward Financial Group LLC | 38 | $1.00K | 0.00% | +32+533.3% | Added |
| Whittier Trust Co of Nevada Inc | 30 | $1.12K | 0.00% | −3−9.1% | Reduced |
| Parallel Advisors, LLC | 40 | $1.50K | 0.00% | +40 | New |
| Red Tortoise LLC | 47 | $1.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 57 | $1.79K | 0.00% | −1,196−95.5% | Reduced |
| First Horizon Advisors, Inc. | 49 | $1.83K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $2.00K | 0.00% | −68−52.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 64 | $2.00K | 0.00% | −1−1.5% | Reduced |
| Ashburton (Jersey) Ltd | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 59 | $2.21K | 0.00% | +59 | New |
| Quadrant Capital Group LLC | 60 | $2.25K | 0.00% | −34−36.2% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $2.81K | 0.00% | +57+316.7% | Added |
| ClariVest Asset Management LLC | 68 | $3.00K | 0.00% | −3−4.2% | Reduced |
| CWM, LLC | 86 | $3.00K | 0.00% | +37+75.5% | Added |
| Advisory Services Network, LLC | 87 | $3.25K | 0.00% | +1+1.2% | Added |
| Glen Eagle Advisors, LLC | 103 | $3.85K | 0.00% | +103 | New |
| Signaturefd, LLC | 105 | $3.93K | 0.00% | +45+75.0% | Added |
| Wellington Shields Capital Management, LLC | 138 | $5.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 139 | $5.19K | 0.00% | +69+98.6% | Added |
| Global Retirement Partners, LLC | 177 | $6.04K | 0.00% | +34+23.8% | Added |
| Bell Investment Advisors, Inc | 164 | $6.14K | 0.00% | +25+18.0% | Added |
| WealthPLAN Partners, LLC | 185 | $6.92K | 0.00% | +185 | New |
| Lindbrook Capital, LLC | 200 | $7.48K | 0.00% | −37−15.6% | Reduced |
| Harbour Investments, Inc. | 239 | $8.94K | 0.00% | −2−0.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 242 | $9.05K | 0.00% | −42−14.8% | Reduced |
| Hantz Financial Services, Inc. | 310 | $12.0K | 0.00% | +5+1.6% | Added |
| TCI Wealth Advisors, Inc. | 336 | $12.6K | 0.00% | +2+0.6% | Added |
| The PNC Financial Services Group, Inc. | 373 | $14.0K | 0.00% | −57−13.3% | Reduced |
| Sound Income Strategies, LLC | 374 | $14.0K | 0.00% | +374 | New |
| Founders Capital Management | 400 | $15.0K | 0.01% | +400 | New |
| Compagnie Lombard Odier SCmA | 470 | $17.6K | 0.00% | −102−17.8% | Reduced |
| US Bancorp | 490 | $18.3K | 0.00% | +420+600.0% | Added |
| Optimum Investment Advisors | 500 | $18.7K | 0.01% | +500 | New |
| Ellevest, Inc. | 524 | $19.6K | 0.00% | +118+29.1% | Added |
| Simplex Trading, LLC | 564 | $21.0K | 0.00% | −1,353−70.6% | Reduced |
| Hexagon Capital Partners LLC | 655 | $24.5K | 0.01% | +169+34.8% | Added |
| Close Asset Management Ltd | 716 | $27.0K | 0.00% | −234−24.6% | Reduced |
| Farther Finance Advisors, LLC | 764 | $28.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 833 | $29.7K | 0.00% | +448+116.4% | Added |
| Brown Shipley& Co Ltd | 881 | $33.0K | 0.02% | +881 | New |
| Spire Wealth Management | 888 | $33.2K | 0.00% | +179+25.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,023 | $38.3K | 0.00% | +1,000+4,347.8% | Added |
| Private Trust Co NA | 1,304 | $48.8K | 0.01% | +554+73.9% | Added |
| Nomura Asset Management Co Ltd | 1,390 | $52.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,225 | $83.0K | 0.00% | +1,107+99.0% | Added |
| Platinum Investment Management Ltd | 2,535 | $94.8K | 0.00% | +2,535 | New |
| Counterpoint Mutual Funds LLC | 3,020 | $113.0K | 0.10% | −3,786−55.6% | Reduced |
| Leonteq Securities AG | 4,129 | $154.5K | 0.01% | +40+1.0% | Added |
| Metropolitan Life Insurance Co | 4,174 | $156.1K | 0.01% | −483−10.4% | Reduced |
| SG Americas Securities, LLC | 4,932 | $185.0K | 0.00% | −2,293−31.7% | Reduced |
| Kames Capital plc | 5,176 | $193.0K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,371 | $201.0K | 0.12% | +554+11.5% | Added |
| State of Tennessee, Treasury Department | 5,462 | $204.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,525 | $207.0K | 0.01% | +1,925+53.5% | Added |
| Kula Investments, LLC | 5,773 | $216.0K | 0.05% | +5,773 | New |
| Cornerstone Wealth Management, LLC | 5,973 | $223.5K | 0.02% | +5,973 | New |
| Ameritas Investment Partners, Inc. | 5,995 | $224.3K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 4,986 | $227.4K | 0.00% | −127,660−96.2% | Reduced |
| Wolverine Trading, LLC | 6,214 | $229.0K | 0.01% | +6,214 | New |
| State of Wisconsin Investment Board | 6,273 | $234.7K | 0.00% | −74−1.2% | Reduced |
| Alberta Investment Management Corp | 6,500 | $243.2K | 0.00% | +6,500 | New |
| Covestor Ltd | 6,550 | $245.0K | 0.21% | +419+6.8% | Added |
| Profund Advisors LLC | 6,586 | $246.4K | 0.02% | +6,586 | New |
| New York State Teachers Retirement System | 6,631 | $248.0K | 0.00% | +6,631 | New |
| Toronto Dominion Bank | 6,647 | $249.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,676 | $249.7K | 0.00% | +6,676 | New |
| Diversified Trust Co | 6,701 | $250.7K | 0.01% | +6,701 | New |
| Mercer Global Advisors Inc | 6,772 | $253.0K | 0.00% | +725+12.0% | Added |
| Pictet Asset Management SA | 6,789 | $254.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 7,215 | $269.9K | 0.01% | +355+5.2% | Added |
| Royce & Associates LP | 7,484 | $280.0K | 0.00% | −481−6.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,525 | $281.5K | 0.00% | +329+4.6% | Added |
| Alps Advisors Inc | 7,878 | $294.7K | 0.00% | −1,853−19.0% | Reduced |
| Amalgamated Bank | 7,914 | $296.0K | 0.00% | −1,960−19.9% | Reduced |
| Regal Investment Advisors LLC | 8,482 | $317.3K | 0.03% | −29−0.3% | Reduced |
| ProShare Advisors LLC | 8,806 | $329.4K | 0.00% | −821−8.5% | Reduced |
| Fernwood Investment Management, LLC | 8,925 | $333.9K | 0.13% | +150+1.7% | Added |
| Shell Asset Management Co | 8,925 | $334.0K | 0.01% | −31−0.3% | Reduced |
| FinTrust Capital Advisors, LLC | 9,000 | $336.7K | 0.08% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,359 | $350.1K | 0.01% | −2,314−19.8% | Reduced |