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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 9,479 | $354.6K | 0.03% | −17,463−64.8% | Reduced |
| Independent Advisor Alliance | 9,505 | $355.6K | 0.02% | −17,974−65.4% | Reduced |
| Private Advisor Group, LLC | 9,529 | $356.5K | 0.00% | +9,529 | New |
| Baird Financial Group, Inc. | 9,739 | $364.3K | 0.00% | +3,947+68.1% | Added |
| State of Wyoming | 9,762 | $365.2K | 0.12% | +1,866+23.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,305 | $386.0K | 0.01% | +10,305 | New |
| Vestcor Inc | 10,469 | $392.0K | 0.01% | +10,469 | New |
| Asset Management One Co.,Ltd. | 10,554 | $394.8K | 0.00% | +10,554 | New |
| Lingohr & Partner Asset Management GmbH | 10,776 | $403.0K | 1.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,986 | $411.0K | 0.04% | +3,703+50.8% | Added |
| Delphia (USA) Inc. | 11,189 | $418.6K | 0.51% | +1,571+16.3% | Added |
| Toroso Investments, LLC | 11,417 | $427.0K | 0.01% | −13,486−54.2% | Reduced |
| Los Angeles Capital Management LLC | 11,441 | $428.0K | 0.00% | +455+4.1% | Added |
| National Asset Management, Inc. | 11,441 | $428.0K | 0.01% | +11,441 | New |
| Citigroup Inc | 11,740 | $439.2K | 0.00% | +4,368+59.3% | Added |
| Gsa Capital Partners LLP | 12,688 | $475.0K | 0.05% | −3,567−21.9% | Reduced |
| Vise Technologies, Inc. | 12,775 | $477.9K | 0.13% | +2,691+26.7% | Added |
| Hosking Partners LLP | 12,922 | $483.4K | 0.02% | −2,531−16.4% | Reduced |
| Glenmede Trust Co NA | 13,179 | $493.0K | 0.00% | +13,179 | New |
| Wellington Shields & Co., LLC | 13,536 | $506.4K | 0.11% | +1,609+13.5% | Added |
| Handelsbanken Fonder AB | 13,600 | $509.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,800 | $516.3K | 0.00% | +13,800 | New |
| Corton Capital Inc. | 13,806 | $516.5K | 0.36% | +3,339+31.9% | Added |
| Ensign Peak Advisors, Inc | 13,840 | $517.8K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 13,929 | $521.1K | 0.20% | −21−0.2% | Reduced |
| Wesbanco Bank Inc | 14,009 | $524.0K | 0.02% | −10,799−43.5% | Reduced |
| Arizona State Retirement System | 14,436 | $540.1K | 0.00% | +68+0.5% | Added |
| Colonial River Wealth Management, LLC | 14,467 | $541.2K | 0.32% | +683+5.0% | Added |
| Bayesian Capital Management, LP | 14,681 | $549.2K | 0.07% | +14,681 | New |
| Great Lakes Advisors, LLC | 14,690 | $549.6K | 0.00% | −17−0.1% | Reduced |
| Westpac Banking Corp | 14,851 | $555.5K | 0.01% | +202+1.4% | Added |
| Triumph Capital Management | 15,218 | $569.3K | 0.29% | −6,029−28.4% | Reduced |
| Versor Investments LP | 15,224 | $569.5K | 0.07% | +15,224 | New |
| WBI Investments | 15,244 | $570.3K | 0.11% | +15,244 | New |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $578.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15,537 | $581.2K | 0.22% | +15,537 | New |
| Seven Eight Capital, LP | 15,938 | $596.2K | 0.12% | −15,877−49.9% | Reduced |
| AXA S.A. | 15,965 | $597.3K | 0.00% | −89−0.6% | Reduced |
| Cambria Investment Management, L.P. | 16,462 | $615.8K | 0.05% | +16,462 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 16,500 | $617.3K | 0.00% | −37,500−69.4% | Reduced |
| Keeley-Teton Advisors, LLC | 16,613 | $621.5K | 0.08% | −4,287−20.5% | Reduced |
| State Board of Administration of Florida Retirement System | 16,900 | $632.2K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 16,970 | $634.8K | 0.02% | +5,784+51.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,015 | $636.5K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,131 | $678.3K | 0.00% | +18,131 | New |
| Geneos Wealth Management Inc. | 18,564 | $694.5K | 0.04% | +16,849+982.4% | Added |
| International Assets Investment Management, LLC | 19,401 | $725.8K | 0.11% | −6,204−24.2% | Reduced |
| Walleye Capital LLC | 19,420 | $726.5K | 0.01% | +19,420 | New |
| Pinnacle Holdings, LLC | 19,835 | $742.0K | 0.34% | +300+1.5% | Added |
| Retirement Systems of Alabama | 20,920 | $782.6K | 0.00% | +20,920 | New |
| Atomi Financial Group, Inc. | 20,992 | $785.3K | 0.44% | +20,992 | New |
| Rockefeller Capital Management L.P. | 21,064 | $787.0K | 0.00% | −9,943−32.1% | Reduced |
| Thoroughbred Financial Services, LLC | 21,115 | $789.0K | 0.12% | +21,115 | New |
| Envestnet Asset Management Inc | 512,085 | $846.4K | 0.00% | +487,336+1,969.1% | Added |
| Franklin Resources Inc | 22,848 | $854.7K | 0.00% | −523−2.2% | Reduced |
| Kestra Advisory Services, LLC | 24,053 | $899.8K | 0.01% | +1,354+6.0% | Added |
| Strategic Advisors LLC | 25,200 | $942.7K | 0.19% | +3,500+16.1% | Added |
| Truist Financial Corp | 25,501 | $954.0K | 0.00% | +875+3.6% | Added |
| Centaurus Financial, Inc. | 25,675 | $961.0K | 0.08% | +12,125+89.5% | Added |
| Cetera Advisor Networks LLC | 25,857 | $967.3K | 0.01% | +13,856+115.5% | Added |
| Integrated Wealth Concepts LLC | 26,136 | $978.0K | 0.02% | +26,136 | New |
| Sigma Planning Corp | 26,260 | $982.4K | 0.03% | +6,644+33.9% | Added |
| FORA Capital, LLC | 26,327 | $984.9K | 0.10% | +26,327 | New |
| Jupiter Asset Management Ltd | 26,636 | $995.7K | 0.01% | −6,546−19.7% | Reduced |
| Belpointe Asset Management LLC | 27,217 | $1.02M | 0.05% | +27,180+73,459.5% | Added |
| Virginia Retirement Systems Et Al | 27,700 | $1.04M | 0.01% | +6,400+30.0% | Added |
| Voya Investment Management LLC | 28,385 | $1.06M | 0.00% | −233−0.8% | Reduced |
| Royal Bank of Canada | 28,809 | $1.08M | 0.00% | −23,399−44.8% | Reduced |
| Brookfield Asset Management Inc. | 29,155 | $1.09M | 0.00% | +29,155 | New |
| STRS Ohio | 29,585 | $1.11M | 0.00% | +10,600+55.8% | Added |
| Manufacturers Life Insurance Company, The | 29,795 | $1.11M | 0.00% | +602+2.1% | Added |
| Cornercap Investment Counsel Inc | 30,250 | $1.13M | 0.20% | +206+0.7% | Added |
| Cetera Advisors LLC | 30,491 | $1.14M | 0.02% | −945−3.0% | Reduced |
| RFG Advisory, LLC | 32,135 | $1.20M | 0.06% | −1,221−3.7% | Reduced |
| Stifel Financial Corp | 32,368 | $1.21M | 0.00% | +2,423+8.1% | Added |
| O'Shaughnessy Asset Management, LLC | 33,491 | $1.25M | 0.02% | +20,363+155.1% | Added |
| Storebrand Asset Management AS | 34,113 | $1.28M | 0.01% | −105−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 34,207 | $1.28M | 0.02% | +469+1.4% | Added |
| Millennium Management LLC | 35,545 | $1.33M | 0.00% | −95,250−72.8% | Reduced |
| American International Group, Inc. | 36,111 | $1.35M | 0.01% | +719+2.0% | Added |
| Kendall Capital Management | 36,455 | $1.36M | 0.66% | +11,420+45.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 36,806 | $1.38M | 0.00% | +555+1.5% | Added |
| Capital Investment Advisory Services, LLC | 37,675 | $1.41M | 0.17% | +8,458+28.9% | Added |
| Group One Trading, L.P. | 38,462 | $1.44M | 0.07% | +23,033+149.3% | Added |
| Quantedge Capital Pte Ltd | 38,500 | $1.44M | 0.56% | −14,800−27.8% | Reduced |
| Teacher Retirement System of Texas | 38,898 | $1.46M | 0.01% | +17,269+79.8% | Added |
| Schonfeld Strategic Advisors LLC | 38,982 | $1.46M | 0.01% | −65,050−62.5% | Reduced |
| MetLife Investment Management | 39,490 | $1.48M | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 40,177 | $1.50M | 1.34% | +703+1.8% | Added |
| Janney Montgomery Scott LLC | 40,396 | $1.51M | 0.01% | +4,924+13.9% | Added |
| UBS Group AG | 40,841 | $1.53M | 0.00% | −26,536−39.4% | Reduced |
| Norris Financial Group, LLC | 41,323 | $1.55M | 1.13% | +41,323 | New |
| Assenagon Asset Management S.A. | 41,775 | $1.56M | 0.01% | −2,321−5.3% | Reduced |
| Martingale Asset Management L P | 42,453 | $1.59M | 0.03% | −53−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 42,989 | $1.61M | 0.00% | +4,543+11.8% | Added |
| Meeder Asset Management Inc | 43,889 | $1.64M | 0.13% | +18,585+73.4% | Added |
| Capital World Investors | 44,327 | $1.66M | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 46,717 | $1.68M | 0.00% | +8,379+21.9% | Added |
| Janus Henderson Group PLC | 45,343 | $1.70M | 0.00% | −16,605−26.8% | Reduced |
| Denali Advisors LLC | 47,500 | $1.78M | 0.74% | +47,500 | New |