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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 7,938 | $243.0K | 0.00% | +60+0.8% | Added |
| Los Angeles Capital Management LLC | 7,836 | $239.9K | 0.00% | −3,605−31.5% | Reduced |
| Amalgamated Bank | 7,694 | $236.0K | 0.00% | −220−2.8% | Reduced |
| Pictet Asset Management SA | 7,544 | $230.9K | 0.00% | +755+11.1% | Added |
| State of Wyoming | 7,277 | $222.7K | 0.07% | −2,485−25.5% | Reduced |
| HSBC Holdings PLC | 7,077 | $217.3K | 0.00% | +7,077 | New |
| Focus Financial Network, Inc. | 7,048 | $215.7K | 0.01% | +7,048 | New |
| Mercer Global Advisors Inc | 6,975 | $214.0K | 0.00% | +203+3.0% | Added |
| Cetera Investment Advisers | 6,877 | $210.5K | 0.00% | +6,877 | New |
| Profund Advisors LLC | 6,862 | $210.0K | 0.01% | +276+4.2% | Added |
| Ameritas Investment Partners, Inc. | 6,726 | $205.9K | 0.01% | +731+12.2% | Added |
| Toronto Dominion Bank | 6,647 | $203.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 6,540 | $200.2K | 0.04% | +6,540 | New |
| Covestor Ltd | 6,133 | $187.0K | 0.14% | −417−6.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,025 | $184.0K | 0.01% | +500+9.0% | Added |
| New York State Teachers Retirement System | 5,876 | $180.0K | 0.00% | −755−11.4% | Reduced |
| Kames Capital plc | 5,176 | $158.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,468 | $136.8K | 0.01% | +294+7.0% | Added |
| Counterpoint Mutual Funds LLC | 4,205 | $128.7K | 0.12% | +1,185+39.2% | Added |
| Leonteq Securities AG | 4,129 | $126.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,209 | $98.2K | 0.00% | −304,818−99.0% | Reduced |
| Platinum Investment Management Ltd | 2,535 | $77.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,783 | $54.6K | 0.01% | +479+36.7% | Added |
| IFP Advisors, Inc | 1,508 | $47.4K | 0.00% | +1,451+2,545.6% | Added |
| Close Asset Management Ltd | 1,543 | $47.0K | 0.00% | +827+115.5% | Added |
| Nomura Asset Management Co Ltd | 1,390 | $42.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,285 | $39.3K | 0.00% | −940−42.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,023 | $31.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 990 | $30.3K | 0.00% | −101,635−99.0% | Reduced |
| Brown Shipley& Co Ltd | 881 | $27.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 833 | $25.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 781 | $23.9K | 0.01% | +126+19.2% | Added |
| Farther Finance Advisors, LLC | 780 | $23.9K | 0.01% | +16+2.1% | Added |
| Spire Wealth Management | 750 | $23.0K | 0.00% | −138−15.5% | Reduced |
| Retirement Group, LLC | 525 | $16.1K | 0.01% | +525 | New |
| Optimum Investment Advisors | 500 | $15.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $15.3K | 0.00% | +500 | New |
| Allianz Asset Management GmbH | 481,545 | $14.7K | 0.00% | +138,723+40.5% | Added |
| Compagnie Lombard Odier SCmA | 406 | $12.4K | 0.00% | −64−13.6% | Reduced |
| Founders Capital Management | 400 | $12.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 374 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 317 | $10.0K | 0.00% | +7+2.3% | Added |
| Glen Eagle Advisors, LLC | 318 | $9.73K | 0.00% | +215+208.7% | Added |
| The PNC Financial Services Group, Inc. | 262 | $8.02K | 0.00% | −111−29.8% | Reduced |
| Signaturefd, LLC | 254 | $7.78K | 0.00% | +149+141.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 242 | $7.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 239 | $7.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 238 | $7.29K | 0.00% | +61+34.5% | Added |
| Creative Financial Designs Inc | 200 | $6.12K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 185 | $5.66K | 0.00% | +46+33.1% | Added |
| Brown Brothers Harriman & Co | 175 | $5.36K | 0.00% | +175 | New |
| Bell Investment Advisors, Inc | 151 | $4.62K | 0.00% | −13−7.9% | Reduced |
| Parallel Advisors, LLC | 146 | $4.47K | 0.00% | +106+265.0% | Added |
| Credit Agricole S A | 140 | $4.29K | 0.00% | +140 | New |
| Wellington Shields Capital Management, LLC | 138 | $4.22K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 103 | $3.15K | 0.00% | −387−79.0% | Reduced |
| Lindbrook Capital, LLC | 86 | $2.63K | 0.00% | −114−57.0% | Reduced |
| 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 |
| Quadrant Capital Group LLC | 60 | $1.84K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $1.50K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $1.08K | 0.00% | +31 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 30 | $918 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $735 | 0.00% | +3+14.3% | Added |
| RFP Financial Group LLC | 22 | $673 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $520 | 0.00% | +17 | New |
| National Bank of Canada | 16 | $489 | 0.00% | −3−15.8% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $398 | 0.00% | −62−82.7% | Reduced |
| Fifth Third Bancorp | 13 | $398 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $368 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $337 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $306 | 0.00% | +2+25.0% | Added |
| Earnest Partners LLC | 7 | $214 | 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 |
| Zions Bancorporation, N.A. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $31 | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5 | $0 | 0.00% | +5 | New |
| 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 |