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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 53,482 | $2.00M | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 65,798 | $2.01M | 0.00% | −1,566−2.3% | Reduced |
| Capital Investment Advisory Services, LLC | 69,665 | $2.13M | 0.21% | +31,990+84.9% | Added |
| Legal & General Group Plc | 70,042 | $2.14M | 0.00% | +7,461+11.9% | Added |
| Arbiter Partners Capital Management LLC | 72,900 | $2.23M | 3.74% | −64,500−46.9% | Reduced |
| Quantbot Technologies LP | 75,948 | $2.32M | 0.15% | +66,469+701.2% | Added |
| New York State Common Retirement Fund | 76,161 | $2.33M | 0.00% | +18,433+31.9% | Added |
| Squarepoint Ops LLC | 77,783 | $2.38M | 0.01% | +77,783 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 78,230 | $2.39M | 0.00% | −93,279−54.4% | Reduced |
| Brookfield Asset Management Inc. | 81,964 | $2.51M | 0.01% | +52,809+181.1% | Added |
| Qube Research & Technologies Ltd | 83,359 | $2.55M | 0.01% | −74,692−47.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 84,397 | $2.58M | 0.01% | −431,380−83.6% | Reduced |
| State of New Jersey Common Pension Fund D | 86,492 | $2.65M | 0.01% | +36,760+73.9% | Added |
| Macquarie Group Ltd | 88,346 | $2.70M | 0.00% | +762+0.9% | Added |
| Wesleyan Assurance Society | 90,932 | $2.78M | 0.30% | 00.0% | Unchanged |
| California State Teachers Retirement System | 91,280 | $2.79M | 0.00% | +19,675+27.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,265 | $2.85M | 0.01% | +18,824+25.3% | Added |
| Susquehanna International Group, LLP | 105,344 | $3.22M | 0.01% | −102,060−49.2% | Reduced |
| Denali Advisors LLC | 107,366 | $3.29M | 1.15% | +59,866+126.0% | Added |
| Prudential Financial Inc | 114,605 | $3.51M | 0.01% | +4,542+4.1% | Added |
| Hudson Value Partners, LLC | 114,790 | $3.51M | 1.80% | +2,235+2.0% | Added |
| Credit Suisse AG | 116,153 | $3.56M | 0.00% | +56,406+94.4% | Added |
| Alliancebernstein L.P. | 117,084 | $3.58M | 0.00% | +32,120+37.8% | Added |
| Oxbow Advisors, LLC | 133,528 | $4.09M | 0.64% | +1,894+1.4% | Added |
| Jump Financial, LLC | 133,902 | $4.10M | 0.15% | +133,902 | New |
| SEI Investments Co | 134,206 | $4.11M | 0.01% | −64,756−32.5% | Reduced |
| Rhumbline Advisers | 141,727 | $4.34M | 0.00% | +18,383+14.9% | Added |
| California Public Employees Retirement System | 149,953 | $4.59M | 0.00% | −6,581−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 153,138 | $4.69M | 0.01% | +23,966+18.6% | Added |
| Swiss National Bank | 158,800 | $4.86M | 0.00% | +51,300+47.7% | Added |
| Deutsche Bank AG | 165,312 | $5.06M | 0.00% | +79,931+93.6% | Added |
| UBS Group AG | 170,356 | $5.21M | 0.00% | +129,515+317.1% | Added |
| Advisor Group Holdings, Inc. | 172,690 | $5.29M | 0.01% | +31,914+22.7% | Added |
| Gator Capital Management, LLC | 178,500 | $5.46M | 3.85% | 00.0% | Unchanged |
| Citadel Advisors LLC | 187,720 | $5.75M | 0.01% | −188,353−50.1% | Reduced |
| Bridgeway Capital Management, LLC | 191,400 | $5.86M | 0.14% | −47,200−19.8% | Reduced |
| Balyasny Asset Management LLC | 193,862 | $5.93M | 0.02% | −338,453−63.6% | Reduced |
| Schroder Investment Management Group | 195,438 | $5.98M | 0.01% | −188,467−49.1% | Reduced |
| Bank of America Corp | 203,512 | $6.23M | 0.00% | −40,525−16.6% | Reduced |
| Miller Value Partners, LLC | 215,050 | $6.58M | 4.33% | +5,825+2.8% | Added |
| Brandywine Global Investment Management, LLC | 217,645 | $6.66M | 0.06% | +1,472+0.7% | Added |
| Renaissance Technologies LLC | 219,303 | $6.71M | 0.01% | +88,344+67.5% | Added |
| AQR Capital Management LLC | 219,508 | $6.72M | 0.01% | +43,960+25.0% | Added |
| Ancora Advisors, LLC | 229,538 | $7.03M | 0.19% | −40,440−15.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 234,300 | $7.17M | 0.03% | +217,800+1,320.0% | Added |
| Victory Capital Management Inc | 248,311 | $7.60M | 0.01% | +40,803+19.7% | Added |
| Point72 Asset Management, L.P. | 248,500 | $7.61M | 0.03% | +132,500+114.2% | Added |
| Wells Fargo & Company | 263,636 | $8.07M | 0.00% | +38,633+17.2% | Added |
| LPL Financial LLC | 298,780 | $9.15M | 0.01% | +125,749+72.7% | Added |
| Ameriprise Financial Inc | 302,508 | $9.26M | 0.00% | +18,463+6.5% | Added |
| Nuveen Asset Management, LLC | 307,413 | $9.41M | 0.00% | +49,975+19.4% | Added |
| Federated Hermes, Inc. | 323,220 | $9.89M | 0.02% | −67,996−17.4% | Reduced |
| Voloridge Investment Management, LLC | 332,122 | $10.2M | 0.05% | +110,477+49.8% | Added |
| Arrowstreet Capital, Limited Partnership | 385,774 | $11.8M | 0.01% | −768,520−66.6% | Reduced |
| Invesco Ltd. | 389,769 | $11.9M | 0.00% | +169,898+77.3% | Added |
| Russell Investments Group, Ltd. | 392,912 | $12.0M | 0.02% | −161,071−29.1% | Reduced |
| Acadian Asset Management LLC | 431,287 | $13.2M | 0.05% | −199,669−31.6% | Reduced |
| Toscafund Asset Management LLP | 455,084 | $13.9M | 54.73% | +52,809+13.1% | Added |
| Goldman Sachs Group Inc | 499,247 | $15.3M | 0.00% | +163,969+48.9% | Added |
| First Trust Advisors LP | 533,737 | $16.3M | 0.02% | +74,616+16.3% | Added |
| Millennium Management LLC | 614,385 | $18.8M | 0.02% | +578,840+1,628.5% | Added |
| Mangrove Partners | 691,869 | $21.2M | 2.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 712,269 | $21.8M | 0.01% | +154,789+27.8% | Added |
| Northern Trust Corp | 718,564 | $22.0M | 0.00% | +55,125+8.3% | Added |
| JPMorgan Chase & Co | 742,492 | $22.7M | 0.00% | +273,494+58.3% | Added |
| Man Group plc | 768,936 | $23.5M | 0.07% | – | – |
| Bank of New York Mellon Corp | 813,130 | $24.9M | 0.01% | +34,635+4.4% | Added |
| American Century Companies Inc | 859,204 | $26.3M | 0.02% | +84,017+10.8% | Added |
| Two Sigma Investments, LP | 926,448 | $28.4M | 0.08% | +79,266+9.4% | Added |
| Norges Bank | 943,209 | $28.9M | 0.01% | +5,383+0.6% | Added |
| Two Sigma Advisers, LP | 948,700 | $29.0M | 0.07% | −46,900−4.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,273,664 | $39.0M | 0.22% | −127,321−9.1% | Reduced |
| EJF Capital LLC | 1,321,640 | $40.5M | 18.60% | −165,400−11.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,375,220 | $42.1M | 0.07% | −171,008−11.1% | Reduced |
| Marshall Wace, LLP | 1,387,307 | $42.5M | 0.09% | −14,521−1.0% | Reduced |
| Donald Smith & Co., Inc. | 1,399,984 | $42.9M | 1.47% | +399,067+39.9% | Added |
| Geode Capital Management, LLC | 1,471,633 | $45.0M | 0.01% | +100,031+7.3% | Added |
| Morgan Stanley | 1,497,307 | $45.8M | 0.00% | +505,310+50.9% | Added |
| Ruffer LLP | 1,939,914 | $59.4M | 3.48% | +463,493+31.4% | Added |
| State Street Corp | 2,360,191 | $72.2M | 0.00% | +230,400+10.8% | Added |
| Dimensional Fund Advisors LP | 3,517,605 | $107.7M | 0.03% | +695,434+24.6% | Added |
| Price T Rowe Associates Inc | 4,170,114 | $127.6M | 0.02% | +12,827+0.3% | Added |
| Dodge & Cox | 4,176,706 | $127.8M | 0.09% | −9,700−0.2% | Reduced |
| BlackRock Inc. | 6,480,689 | $198.4M | 0.01% | +231,800+3.7% | Added |
| Vanguard Group Inc | 9,414,681 | $288.2M | 0.01% | −253,361−2.6% | Reduced |
| Crestline Management, LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −49,822−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −38,982−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −30,250−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −27,700−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −26,327−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −26,136−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −25,675−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −21,115−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −20,992−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −20,920−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,420−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18,131−100.0% | Sold out |