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 |
|---|---|---|---|---|---|
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5 | $0 | 0.00% | +5 | New |
| Zions Bancorporation, N.A. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $92 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 7 | $214 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $306 | 0.00% | +2+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 11 | $337 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $368 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $398 | 0.00% | −62−82.7% | Reduced |
| Fifth Third Bancorp | 13 | $398 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 16 | $489 | 0.00% | −3−15.8% | Reduced |
| Glassman Wealth Services | 17 | $520 | 0.00% | +17 | New |
| RFP Financial Group LLC | 22 | $673 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $735 | 0.00% | +3+14.3% | Added |
| Whittier Trust Co of Nevada Inc | 30 | $918 | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 43 | $1.00K | 0.00% | −21−32.8% | Reduced |
| Ashburton (Jersey) Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $1.08K | 0.00% | +31 | New |
| Red Tortoise LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $1.50K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 60 | $1.84K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 74 | $2.00K | 0.00% | −12−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 71 | $2.00K | 0.00% | +70+7,000.0% | Added |
| Lindbrook Capital, LLC | 86 | $2.63K | 0.00% | −114−57.0% | Reduced |
| US Bancorp | 103 | $3.15K | 0.00% | −387−79.0% | Reduced |
| Wellington Shields Capital Management, LLC | 138 | $4.22K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 140 | $4.29K | 0.00% | +140 | New |
| Parallel Advisors, LLC | 146 | $4.47K | 0.00% | +106+265.0% | Added |
| Bell Investment Advisors, Inc | 151 | $4.62K | 0.00% | −13−7.9% | Reduced |
| Brown Brothers Harriman & Co | 175 | $5.36K | 0.00% | +175 | New |
| Versant Capital Management, Inc | 185 | $5.66K | 0.00% | +46+33.1% | Added |
| Creative Financial Designs Inc | 200 | $6.12K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 238 | $7.29K | 0.00% | +61+34.5% | Added |
| Harbour Investments, Inc. | 239 | $7.32K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 242 | $7.41K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 254 | $7.78K | 0.00% | +149+141.9% | Added |
| The PNC Financial Services Group, Inc. | 262 | $8.02K | 0.00% | −111−29.8% | Reduced |
| Glen Eagle Advisors, LLC | 318 | $9.73K | 0.00% | +215+208.7% | Added |
| Hantz Financial Services, Inc. | 317 | $10.0K | 0.00% | +7+2.3% | Added |
| Sound Income Strategies, LLC | 374 | $11.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 400 | $12.2K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 406 | $12.4K | 0.00% | −64−13.6% | Reduced |
| Allianz Asset Management GmbH | 481,545 | $14.7K | 0.00% | +138,723+40.5% | Added |
| Optimum Investment Advisors | 500 | $15.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $15.3K | 0.00% | +500 | New |
| Retirement Group, LLC | 525 | $16.1K | 0.01% | +525 | New |
| Spire Wealth Management | 750 | $23.0K | 0.00% | −138−15.5% | Reduced |
| Farther Finance Advisors, LLC | 780 | $23.9K | 0.01% | +16+2.1% | Added |
| Hexagon Capital Partners LLC | 781 | $23.9K | 0.01% | +126+19.2% | Added |
| Amundi | 833 | $25.6K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 881 | $27.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $30.3K | 0.00% | −101,635−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,023 | $31.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,285 | $39.3K | 0.00% | −940−42.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,390 | $42.5K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,543 | $47.0K | 0.00% | +827+115.5% | Added |
| IFP Advisors, Inc | 1,508 | $47.4K | 0.00% | +1,451+2,545.6% | Added |
| Private Trust Co NA | 1,783 | $54.6K | 0.01% | +479+36.7% | Added |
| Platinum Investment Management Ltd | 2,535 | $77.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,209 | $98.2K | 0.00% | −304,818−99.0% | Reduced |
| Leonteq Securities AG | 4,129 | $126.4K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,205 | $128.7K | 0.12% | +1,185+39.2% | Added |
| Metropolitan Life Insurance Co | 4,468 | $136.8K | 0.01% | +294+7.0% | Added |
| Kames Capital plc | 5,176 | $158.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,876 | $180.0K | 0.00% | −755−11.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,025 | $184.0K | 0.01% | +500+9.0% | Added |
| Covestor Ltd | 6,133 | $187.0K | 0.14% | −417−6.4% | Reduced |
| Paragon Capital Management Ltd | 6,540 | $200.2K | 0.04% | +6,540 | New |
| Toronto Dominion Bank | 6,647 | $203.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,726 | $205.9K | 0.01% | +731+12.2% | Added |
| Profund Advisors LLC | 6,862 | $210.0K | 0.01% | +276+4.2% | Added |
| Cetera Investment Advisers | 6,877 | $210.5K | 0.00% | +6,877 | New |
| Mercer Global Advisors Inc | 6,975 | $214.0K | 0.00% | +203+3.0% | Added |
| Focus Financial Network, Inc. | 7,048 | $215.7K | 0.01% | +7,048 | New |
| HSBC Holdings PLC | 7,077 | $217.3K | 0.00% | +7,077 | New |
| State of Wyoming | 7,277 | $222.7K | 0.07% | −2,485−25.5% | Reduced |
| Pictet Asset Management SA | 7,544 | $230.9K | 0.00% | +755+11.1% | Added |
| Amalgamated Bank | 7,694 | $236.0K | 0.00% | −220−2.8% | Reduced |
| Los Angeles Capital Management LLC | 7,836 | $239.9K | 0.00% | −3,605−31.5% | Reduced |
| Alps Advisors Inc | 7,938 | $243.0K | 0.00% | +60+0.8% | Added |
| Jane Street Group, LLC | 7,949 | $243.3K | 0.00% | −103,173−92.8% | Reduced |
| Royce & Associates LP | 8,328 | $254.9K | 0.00% | +844+11.3% | Added |
| Sawtooth Solutions, LLC | 8,665 | $265.2K | 0.01% | +1,450+20.1% | Added |
| Regal Investment Advisors LLC | 8,692 | $266.1K | 0.02% | +210+2.5% | Added |
| Gsa Capital Partners LLP | 8,799 | $269.0K | 0.03% | −3,889−30.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,808 | $269.6K | 0.05% | +8,808 | New |
| Arden Trust Co | 8,810 | $270.0K | 0.04% | +8,810 | New |
| Shell Asset Management Co | 8,875 | $272.0K | 0.01% | −50−0.6% | Reduced |
| Baird Financial Group, Inc. | 9,068 | $277.6K | 0.00% | −671−6.9% | Reduced |
| Bridgefront Capital, LLC | 9,121 | $279.2K | 0.15% | +9,121 | New |
| Tudor Investment Corp Et Al | 9,361 | $286.5K | 0.00% | +9,361 | New |
| Oppenheimer Asset Management Inc. | 9,364 | $286.6K | 0.00% | +5+0.1% | Added |
| Advisor Partners II, LLC | 9,983 | $305.6K | 0.01% | +9,983 | New |
| Verition Fund Management LLC | 10,176 | $311.5K | 0.00% | +3,500+52.4% | Added |
| Quantedge Capital Pte Ltd | 10,200 | $312.2K | 0.14% | −28,300−73.5% | Reduced |