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, Q2 2023
Institutional positions in Jackson Financial Inc. as of Jun 30, 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
- 285
- −14 vs. Q1 2023
- Shares held
- 65.8M
- +1.70M (+2.6%) vs. Q1 2023
- Total value
- $2.00B
- −$400.7M (−16.7%) vs. Q1 2023
- New holders
- 36
- 123 more added
- Sold out
- 50
- 77 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,414,681 | $288.2M | 0.01% | −253,361−2.6% | Reduced |
| BlackRock Inc. | 6,480,689 | $198.4M | 0.01% | +231,800+3.7% | Added |
| Dodge & Cox | 4,176,706 | $127.8M | 0.09% | −9,700−0.2% | Reduced |
| Price T Rowe Associates Inc | 4,170,114 | $127.6M | 0.02% | +12,827+0.3% | Added |
| Dimensional Fund Advisors LP | 3,517,605 | $107.7M | 0.03% | +695,434+24.6% | Added |
| State Street Corp | 2,360,191 | $72.2M | 0.00% | +230,400+10.8% | Added |
| Ruffer LLP | 1,939,914 | $59.4M | 3.48% | +463,493+31.4% | Added |
| Morgan Stanley | 1,497,307 | $45.8M | 0.00% | +505,310+50.9% | Added |
| Geode Capital Management, LLC | 1,471,633 | $45.0M | 0.01% | +100,031+7.3% | Added |
| Donald Smith & Co., Inc. | 1,399,984 | $42.9M | 1.47% | +399,067+39.9% | Added |
| Marshall Wace, LLP | 1,387,307 | $42.5M | 0.09% | −14,521−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,375,220 | $42.1M | 0.07% | −171,008−11.1% | Reduced |
| EJF Capital LLC | 1,321,640 | $40.5M | 18.60% | −165,400−11.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,273,664 | $39.0M | 0.22% | −127,321−9.1% | Reduced |
| Two Sigma Advisers, LP | 948,700 | $29.0M | 0.07% | −46,900−4.7% | Reduced |
| Norges Bank | 943,209 | $28.9M | 0.01% | +5,383+0.6% | Added |
| Two Sigma Investments, LP | 926,448 | $28.4M | 0.08% | +79,266+9.4% | Added |
| American Century Companies Inc | 859,204 | $26.3M | 0.02% | +84,017+10.8% | Added |
| Bank of New York Mellon Corp | 813,130 | $24.9M | 0.01% | +34,635+4.4% | Added |
| Man Group plc | 768,936 | $23.5M | 0.07% | – | – |
| JPMorgan Chase & Co | 742,492 | $22.7M | 0.00% | +273,494+58.3% | Added |
| Northern Trust Corp | 718,564 | $22.0M | 0.00% | +55,125+8.3% | Added |
| Charles Schwab Investment Management Inc | 712,269 | $21.8M | 0.01% | +154,789+27.8% | Added |
| Mangrove Partners | 691,869 | $21.2M | 2.13% | 00.0% | Unchanged |
| Millennium Management LLC | 614,385 | $18.8M | 0.02% | +578,840+1,628.5% | Added |
| First Trust Advisors LP | 533,737 | $16.3M | 0.02% | +74,616+16.3% | Added |
| Goldman Sachs Group Inc | 499,247 | $15.3M | 0.00% | +163,969+48.9% | Added |
| Toscafund Asset Management LLP | 455,084 | $13.9M | 54.73% | +52,809+13.1% | Added |
| Acadian Asset Management LLC | 431,287 | $13.2M | 0.05% | −199,669−31.6% | Reduced |
| Russell Investments Group, Ltd. | 392,912 | $12.0M | 0.02% | −161,071−29.1% | Reduced |
| Invesco Ltd. | 389,769 | $11.9M | 0.00% | +169,898+77.3% | Added |
| Arrowstreet Capital, Limited Partnership | 385,774 | $11.8M | 0.01% | −768,520−66.6% | Reduced |
| Voloridge Investment Management, LLC | 332,122 | $10.2M | 0.05% | +110,477+49.8% | Added |
| Federated Hermes, Inc. | 323,220 | $9.89M | 0.02% | −67,996−17.4% | Reduced |
| Nuveen Asset Management, LLC | 307,413 | $9.41M | 0.00% | +49,975+19.4% | Added |
| Ameriprise Financial Inc | 302,508 | $9.26M | 0.00% | +18,463+6.5% | Added |
| LPL Financial LLC | 298,780 | $9.15M | 0.01% | +125,749+72.7% | Added |
| Wells Fargo & Company | 263,636 | $8.07M | 0.00% | +38,633+17.2% | Added |
| Point72 Asset Management, L.P. | 248,500 | $7.61M | 0.03% | +132,500+114.2% | Added |
| Victory Capital Management Inc | 248,311 | $7.60M | 0.01% | +40,803+19.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 234,300 | $7.17M | 0.03% | +217,800+1,320.0% | Added |
| Ancora Advisors, LLC | 229,538 | $7.03M | 0.19% | −40,440−15.0% | Reduced |
| AQR Capital Management LLC | 219,508 | $6.72M | 0.01% | +43,960+25.0% | Added |
| Renaissance Technologies LLC | 219,303 | $6.71M | 0.01% | +88,344+67.5% | Added |
| Brandywine Global Investment Management, LLC | 217,645 | $6.66M | 0.06% | +1,472+0.7% | Added |
| Miller Value Partners, LLC | 215,050 | $6.58M | 4.33% | +5,825+2.8% | Added |
| Bank of America Corp | 203,512 | $6.23M | 0.00% | −40,525−16.6% | Reduced |
| Schroder Investment Management Group | 195,438 | $5.98M | 0.01% | −188,467−49.1% | Reduced |
| Balyasny Asset Management LLC | 193,862 | $5.93M | 0.02% | −338,453−63.6% | Reduced |
| Bridgeway Capital Management, LLC | 191,400 | $5.86M | 0.14% | −47,200−19.8% | Reduced |
| Citadel Advisors LLC | 187,720 | $5.75M | 0.01% | −188,353−50.1% | Reduced |
| Gator Capital Management, LLC | 178,500 | $5.46M | 3.85% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 172,690 | $5.29M | 0.01% | +31,914+22.7% | Added |
| UBS Group AG | 170,356 | $5.21M | 0.00% | +129,515+317.1% | Added |
| Deutsche Bank AG | 165,312 | $5.06M | 0.00% | +79,931+93.6% | Added |
| Swiss National Bank | 158,800 | $4.86M | 0.00% | +51,300+47.7% | Added |
| Commonwealth Equity Services, LLC | 153,138 | $4.69M | 0.01% | +23,966+18.6% | Added |
| California Public Employees Retirement System | 149,953 | $4.59M | 0.00% | −6,581−4.2% | Reduced |
| Rhumbline Advisers | 141,727 | $4.34M | 0.00% | +18,383+14.9% | Added |
| SEI Investments Co | 134,206 | $4.11M | 0.01% | −64,756−32.5% | Reduced |
| Jump Financial, LLC | 133,902 | $4.10M | 0.15% | +133,902 | New |
| Oxbow Advisors, LLC | 133,528 | $4.09M | 0.64% | +1,894+1.4% | Added |
| Alliancebernstein L.P. | 117,084 | $3.58M | 0.00% | +32,120+37.8% | Added |
| Credit Suisse AG | 116,153 | $3.56M | 0.00% | +56,406+94.4% | Added |
| Hudson Value Partners, LLC | 114,790 | $3.51M | 1.80% | +2,235+2.0% | Added |
| Prudential Financial Inc | 114,605 | $3.51M | 0.01% | +4,542+4.1% | Added |
| Denali Advisors LLC | 107,366 | $3.29M | 1.15% | +59,866+126.0% | Added |
| Susquehanna International Group, LLP | 105,344 | $3.22M | 0.01% | −102,060−49.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 93,265 | $2.85M | 0.01% | +18,824+25.3% | Added |
| California State Teachers Retirement System | 91,280 | $2.79M | 0.00% | +19,675+27.5% | Added |
| Wesleyan Assurance Society | 90,932 | $2.78M | 0.30% | 00.0% | Unchanged |
| Macquarie Group Ltd | 88,346 | $2.70M | 0.00% | +762+0.9% | Added |
| State of New Jersey Common Pension Fund D | 86,492 | $2.65M | 0.01% | +36,760+73.9% | Added |
| Robeco Institutional Asset Management B.V. | 84,397 | $2.58M | 0.01% | −431,380−83.6% | Reduced |
| Qube Research & Technologies Ltd | 83,359 | $2.55M | 0.01% | −74,692−47.3% | Reduced |
| Brookfield Asset Management Inc. | 81,964 | $2.51M | 0.01% | +52,809+181.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 78,230 | $2.39M | 0.00% | −93,279−54.4% | Reduced |
| Squarepoint Ops LLC | 77,783 | $2.38M | 0.01% | +77,783 | New |
| New York State Common Retirement Fund | 76,161 | $2.33M | 0.00% | +18,433+31.9% | Added |
| Quantbot Technologies LP | 75,948 | $2.32M | 0.15% | +66,469+701.2% | Added |
| Arbiter Partners Capital Management LLC | 72,900 | $2.23M | 3.74% | −64,500−46.9% | Reduced |
| Legal & General Group Plc | 70,042 | $2.14M | 0.00% | +7,461+11.9% | Added |
| Capital Investment Advisory Services, LLC | 69,665 | $2.13M | 0.21% | +31,990+84.9% | Added |
| Massachusetts Financial Services Co | 65,798 | $2.01M | 0.00% | −1,566−2.3% | Reduced |
| UBS Asset Management Americas Inc | 53,482 | $2.00M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 60,728 | $1.86M | 0.01% | +18,953+45.4% | Added |
| Stifel Financial Corp | 60,115 | $1.84M | 0.00% | +27,747+85.7% | Added |
| Barclays PLC | 58,753 | $1.80M | 0.00% | −156,654−72.7% | Reduced |
| Putnam Investments LLC | 57,036 | $1.75M | 0.00% | −1,780−3.0% | Reduced |
| National Asset Management, Inc. | 56,833 | $1.74M | 0.04% | +45,392+396.7% | Added |
| Norris Financial Group, LLC | 56,682 | $1.74M | 1.20% | +15,359+37.2% | Added |
| Raymond James & Associates | 56,413 | $1.73M | 0.00% | −11,475−16.9% | Reduced |
| Canada Pension Plan Investment Board | 55,800 | $1.71M | 0.00% | −25,900−31.7% | Reduced |
| Poehling Capital Management, LLC | 55,719 | $1.71M | 0.58% | −1,290−2.3% | Reduced |
| Group One Trading, L.P. | 54,734 | $1.68M | 0.07% | +16,272+42.3% | Added |
| Graham Capital Management, L.P. | 54,296 | $1.66M | 0.06% | +54,296 | New |
| Janney Montgomery Scott LLC | 52,174 | $1.60M | 0.01% | +11,778+29.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 51,874 | $1.59M | 0.00% | +15,068+40.9% | Added |
| Public Employees Retirement System of Ohio | 51,685 | $1.58M | 0.01% | +593+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,485 | $1.58M | 0.00% | −8,071−13.6% | Reduced |