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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 47,593 | $1.78M | 0.02% | −3,663−7.1% | Reduced |
| Denali Advisors LLC | 47,500 | $1.78M | 0.74% | +47,500 | New |
| Janus Henderson Group PLC | 45,343 | $1.70M | 0.00% | −16,605−26.8% | Reduced |
| DekaBank Deutsche Girozentrale | 46,717 | $1.68M | 0.00% | +8,379+21.9% | Added |
| Capital World Investors | 44,327 | $1.66M | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 43,889 | $1.64M | 0.13% | +18,585+73.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,989 | $1.61M | 0.00% | +4,543+11.8% | Added |
| Martingale Asset Management L P | 42,453 | $1.59M | 0.03% | −53−0.1% | Reduced |
| Assenagon Asset Management S.A. | 41,775 | $1.56M | 0.01% | −2,321−5.3% | Reduced |
| Norris Financial Group, LLC | 41,323 | $1.55M | 1.13% | +41,323 | New |
| UBS Group AG | 40,841 | $1.53M | 0.00% | −26,536−39.4% | Reduced |
| Janney Montgomery Scott LLC | 40,396 | $1.51M | 0.01% | +4,924+13.9% | Added |
| Carson Advisory Inc. | 40,177 | $1.50M | 1.34% | +703+1.8% | Added |
| MetLife Investment Management | 39,490 | $1.48M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 38,982 | $1.46M | 0.01% | −65,050−62.5% | Reduced |
| Teacher Retirement System of Texas | 38,898 | $1.46M | 0.01% | +17,269+79.8% | Added |
| Quantedge Capital Pte Ltd | 38,500 | $1.44M | 0.56% | −14,800−27.8% | Reduced |
| Group One Trading, L.P. | 38,462 | $1.44M | 0.07% | +23,033+149.3% | Added |
| Capital Investment Advisory Services, LLC | 37,675 | $1.41M | 0.17% | +8,458+28.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 36,806 | $1.38M | 0.00% | +555+1.5% | Added |
| Kendall Capital Management | 36,455 | $1.36M | 0.66% | +11,420+45.6% | Added |
| American International Group, Inc. | 36,111 | $1.35M | 0.01% | +719+2.0% | Added |
| Millennium Management LLC | 35,545 | $1.33M | 0.00% | −95,250−72.8% | Reduced |
| Atria Wealth Solutions, Inc. | 34,207 | $1.28M | 0.02% | +469+1.4% | Added |
| Storebrand Asset Management AS | 34,113 | $1.28M | 0.01% | −105−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,491 | $1.25M | 0.02% | +20,363+155.1% | Added |
| Stifel Financial Corp | 32,368 | $1.21M | 0.00% | +2,423+8.1% | Added |
| RFG Advisory, LLC | 32,135 | $1.20M | 0.06% | −1,221−3.7% | Reduced |
| Cetera Advisors LLC | 30,491 | $1.14M | 0.02% | −945−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 30,250 | $1.13M | 0.20% | +206+0.7% | Added |
| Manufacturers Life Insurance Company, The | 29,795 | $1.11M | 0.00% | +602+2.1% | Added |
| STRS Ohio | 29,585 | $1.11M | 0.00% | +10,600+55.8% | Added |
| Brookfield Asset Management Inc. | 29,155 | $1.09M | 0.00% | +29,155 | New |
| Royal Bank of Canada | 28,809 | $1.08M | 0.00% | −23,399−44.8% | Reduced |
| Voya Investment Management LLC | 28,385 | $1.06M | 0.00% | −233−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 27,700 | $1.04M | 0.01% | +6,400+30.0% | Added |
| Belpointe Asset Management LLC | 27,217 | $1.02M | 0.05% | +27,180+73,459.5% | Added |
| Jupiter Asset Management Ltd | 26,636 | $995.7K | 0.01% | −6,546−19.7% | Reduced |
| FORA Capital, LLC | 26,327 | $984.9K | 0.10% | +26,327 | New |
| Sigma Planning Corp | 26,260 | $982.4K | 0.03% | +6,644+33.9% | Added |
| Integrated Wealth Concepts LLC | 26,136 | $978.0K | 0.02% | +26,136 | New |
| Cetera Advisor Networks LLC | 25,857 | $967.3K | 0.01% | +13,856+115.5% | Added |
| Centaurus Financial, Inc. | 25,675 | $961.0K | 0.08% | +12,125+89.5% | Added |
| Truist Financial Corp | 25,501 | $954.0K | 0.00% | +875+3.6% | Added |
| Strategic Advisors LLC | 25,200 | $942.7K | 0.19% | +3,500+16.1% | Added |
| Kestra Advisory Services, LLC | 24,053 | $899.8K | 0.01% | +1,354+6.0% | Added |
| Franklin Resources Inc | 22,848 | $854.7K | 0.00% | −523−2.2% | Reduced |
| Envestnet Asset Management Inc | 512,085 | $846.4K | 0.00% | +487,336+1,969.1% | Added |
| Thoroughbred Financial Services, LLC | 21,115 | $789.0K | 0.12% | +21,115 | New |
| Rockefeller Capital Management L.P. | 21,064 | $787.0K | 0.00% | −9,943−32.1% | Reduced |
| Atomi Financial Group, Inc. | 20,992 | $785.3K | 0.44% | +20,992 | New |
| Retirement Systems of Alabama | 20,920 | $782.6K | 0.00% | +20,920 | New |
| Pinnacle Holdings, LLC | 19,835 | $742.0K | 0.34% | +300+1.5% | Added |
| Walleye Capital LLC | 19,420 | $726.5K | 0.01% | +19,420 | New |
| International Assets Investment Management, LLC | 19,401 | $725.8K | 0.11% | −6,204−24.2% | Reduced |
| Geneos Wealth Management Inc. | 18,564 | $694.5K | 0.04% | +16,849+982.4% | Added |
| Panagora Asset Management Inc | 18,131 | $678.3K | 0.00% | +18,131 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,015 | $636.5K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 16,970 | $634.8K | 0.02% | +5,784+51.7% | Added |
| State Board of Administration of Florida Retirement System | 16,900 | $632.2K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 16,613 | $621.5K | 0.08% | −4,287−20.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,500 | $617.3K | 0.00% | −37,500−69.4% | Reduced |
| Cambria Investment Management, L.P. | 16,462 | $615.8K | 0.05% | +16,462 | New |
| AXA S.A. | 15,965 | $597.3K | 0.00% | −89−0.6% | Reduced |
| Seven Eight Capital, LP | 15,938 | $596.2K | 0.12% | −15,877−49.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 15,537 | $581.2K | 0.22% | +15,537 | New |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $578.0K | 0.01% | 00.0% | Unchanged |
| WBI Investments | 15,244 | $570.3K | 0.11% | +15,244 | New |
| Versor Investments LP | 15,224 | $569.5K | 0.07% | +15,224 | New |
| Triumph Capital Management | 15,218 | $569.3K | 0.29% | −6,029−28.4% | Reduced |
| Westpac Banking Corp | 14,851 | $555.5K | 0.01% | +202+1.4% | Added |
| Great Lakes Advisors, LLC | 14,690 | $549.6K | 0.00% | −17−0.1% | Reduced |
| Bayesian Capital Management, LP | 14,681 | $549.2K | 0.07% | +14,681 | New |
| Colonial River Wealth Management, LLC | 14,467 | $541.2K | 0.32% | +683+5.0% | Added |
| Arizona State Retirement System | 14,436 | $540.1K | 0.00% | +68+0.5% | Added |
| Wesbanco Bank Inc | 14,009 | $524.0K | 0.02% | −10,799−43.5% | Reduced |
| Corsair Capital Management, L.P. | 13,929 | $521.1K | 0.20% | −21−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 13,840 | $517.8K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 13,806 | $516.5K | 0.36% | +3,339+31.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,800 | $516.3K | 0.00% | +13,800 | New |
| Handelsbanken Fonder AB | 13,600 | $509.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13,536 | $506.4K | 0.11% | +1,609+13.5% | Added |
| Glenmede Trust Co NA | 13,179 | $493.0K | 0.00% | +13,179 | New |
| Hosking Partners LLP | 12,922 | $483.4K | 0.02% | −2,531−16.4% | Reduced |
| Vise Technologies, Inc. | 12,775 | $477.9K | 0.13% | +2,691+26.7% | Added |
| Gsa Capital Partners LLP | 12,688 | $475.0K | 0.05% | −3,567−21.9% | Reduced |
| Citigroup Inc | 11,740 | $439.2K | 0.00% | +4,368+59.3% | Added |
| National Asset Management, Inc. | 11,441 | $428.0K | 0.01% | +11,441 | New |
| Los Angeles Capital Management LLC | 11,441 | $428.0K | 0.00% | +455+4.1% | Added |
| Toroso Investments, LLC | 11,417 | $427.0K | 0.01% | −13,486−54.2% | Reduced |
| Delphia (USA) Inc. | 11,189 | $418.6K | 0.51% | +1,571+16.3% | Added |
| StoneX Group Inc. | 10,986 | $411.0K | 0.04% | +3,703+50.8% | Added |
| Lingohr & Partner Asset Management GmbH | 10,776 | $403.0K | 1.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 10,554 | $394.8K | 0.00% | +10,554 | New |
| Vestcor Inc | 10,469 | $392.0K | 0.01% | +10,469 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,305 | $386.0K | 0.01% | +10,305 | New |
| State of Wyoming | 9,762 | $365.2K | 0.12% | +1,866+23.6% | Added |
| Baird Financial Group, Inc. | 9,739 | $364.3K | 0.00% | +3,947+68.1% | Added |
| Private Advisor Group, LLC | 9,529 | $356.5K | 0.00% | +9,529 | New |
| Independent Advisor Alliance | 9,505 | $355.6K | 0.02% | −17,974−65.4% | Reduced |