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