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, Q3 2023
Institutional positions in Jackson Financial Inc. as of Sep 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
- 298
- +15 vs. Q2 2023
- Shares held
- 70.7M
- +4.96M (+7.5%) vs. Q2 2023
- Total value
- $2.73B
- +$727.4M (+36.4%) vs. Q2 2023
- New holders
- 56
- 108 more added
- Sold out
- 41
- 89 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,933,228 | $417.9M | 0.01% | +1,518,547+16.1% | Added |
| BlackRock Inc. | 8,021,802 | $306.6M | 0.01% | +1,541,113+23.8% | Added |
| Dodge & Cox | 4,174,306 | $159.5M | 0.11% | −2,400−0.1% | Reduced |
| Dimensional Fund Advisors LP | 3,776,305 | $144.3M | 0.05% | +258,700+7.4% | Added |
| Price T Rowe Associates Inc | 3,753,315 | $143.5M | 0.02% | −416,799−10.0% | Reduced |
| HSBC Holdings PLC | 3,241,261 | $124.0M | 0.14% | +3,234,184+45,699.9% | Added |
| State Street Corp | 3,213,245 | $122.8M | 0.01% | +853,054+36.1% | Added |
| Goldman Sachs Group Inc | 1,626,813 | $62.2M | 0.02% | +1,127,566+225.9% | Added |
| Geode Capital Management, LLC | 1,587,125 | $60.7M | 0.01% | +115,492+7.8% | Added |
| Donald Smith & Co., Inc. | 1,450,213 | $55.4M | 1.91% | +50,229+3.6% | Added |
| Morgan Stanley | 1,445,036 | $55.2M | 0.01% | −52,271−3.5% | Reduced |
| Ruffer LLP | 1,398,354 | $53.3M | 2.96% | −541,560−27.9% | Reduced |
| EJF Capital LLC | 1,317,983 | $50.4M | 22.13% | −3,657−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,222,870 | $46.7M | 0.28% | −50,794−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,193,133 | $45.6M | 0.08% | −182,087−13.2% | Reduced |
| Bank of New York Mellon Corp | 1,129,288 | $43.2M | 0.01% | +316,158+38.9% | Added |
| Charles Schwab Investment Management Inc | 985,691 | $37.7M | 0.01% | +273,422+38.4% | Added |
| American Century Companies Inc | 961,875 | $36.8M | 0.03% | +102,671+11.9% | Added |
| Norges Bank | 949,783 | $36.3M | 0.01% | +6,574+0.7% | Added |
| Northern Trust Corp | 811,448 | $31.0M | 0.01% | +92,884+12.9% | Added |
| Mangrove Partners | 691,869 | $26.4M | 2.71% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 690,700 | $26.4M | 0.07% | −258,000−27.2% | Reduced |
| JPMorgan Chase & Co | 655,353 | $25.0M | 0.00% | −87,139−11.7% | Reduced |
| Allianz Asset Management GmbH | 646,159 | $24.7M | 0.05% | +164,614+34.2% | Added |
| Man Group plc | – | $22.4M | 0.07% | – | – |
| First Trust Advisors LP | 563,339 | $21.5M | 0.03% | +29,602+5.5% | Added |
| Ameriprise Financial Inc | 552,070 | $21.1M | 0.01% | +249,562+82.5% | Added |
| Nuveen Asset Management, LLC | 531,919 | $20.3M | 0.01% | +224,506+73.0% | Added |
| Jupiter Asset Management Ltd | 509,802 | $19.5M | 0.22% | +509,802 | New |
| Two Sigma Investments, LP | 462,373 | $17.7M | 0.05% | −464,075−50.1% | Reduced |
| Acadian Asset Management LLC | 458,490 | $17.5M | 0.07% | +27,203+6.3% | Added |
| Principal Financial Group Inc | 450,549 | $17.2M | 0.01% | +406,093+913.5% | Added |
| Invesco Ltd. | 437,134 | $16.7M | 0.00% | +47,365+12.2% | Added |
| Federated Hermes, Inc. | 328,271 | $12.5M | 0.03% | +5,051+1.6% | Added |
| Russell Investments Group, Ltd. | 311,213 | $11.9M | 0.02% | −81,699−20.8% | Reduced |
| Victory Capital Management Inc | 287,390 | $11.0M | 0.01% | +39,079+15.7% | Added |
| Advisor Group Holdings, Inc. | 265,740 | $10.2M | 0.02% | +93,050+53.9% | Added |
| Brandywine Global Investment Management, LLC | 248,950 | $9.51M | 0.08% | +31,305+14.4% | Added |
| Rhumbline Advisers | 247,637 | $9.46M | 0.01% | +105,910+74.7% | Added |
| Wells Fargo & Company | 237,176 | $9.06M | 0.00% | −26,460−10.0% | Reduced |
| Canada Pension Plan Investment Board | 221,400 | $8.46M | 0.01% | +165,600+296.8% | Added |
| LPL Financial LLC | 221,070 | $8.45M | 0.01% | −77,710−26.0% | Reduced |
| Miller Value Partners, LLC | 220,575 | $8.43M | 5.30% | +5,525+2.6% | Added |
| Legal & General Group Plc | 203,282 | $7.77M | 0.00% | +133,240+190.2% | Added |
| Hudson Bay Capital Management LP | 200,000 | $7.64M | 0.07% | +200,000 | New |
| Bridgeway Capital Management, LLC | 181,992 | $6.96M | 0.17% | −9,408−4.9% | Reduced |
| Gator Capital Management, LLC | 178,500 | $6.82M | 4.83% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 176,813 | $6.76M | 1.72% | +176,813 | New |
| Toscafund Asset Management LLP | 176,009 | $6.73M | 43.26% | −279,075−61.3% | Reduced |
| AQR Capital Management LLC | 172,337 | $6.59M | 0.01% | −47,171−21.5% | Reduced |
| Prudential Financial Inc | 165,116 | $6.31M | 0.01% | +50,511+44.1% | Added |
| Swiss National Bank | 163,200 | $6.24M | 0.00% | +4,400+2.8% | Added |
| Commonwealth Equity Services, LLC | 162,614 | $6.21M | 0.01% | +9,476+6.2% | Added |
| Ancora Advisors, LLC | 161,737 | $6.18M | 0.17% | −67,801−29.5% | Reduced |
| California Public Employees Retirement System | 155,781 | $5.95M | 0.01% | +5,828+3.9% | Added |
| Voloridge Investment Management, LLC | 154,126 | $5.89M | 0.03% | −177,996−53.6% | Reduced |
| Squarepoint Ops LLC | 152,524 | $5.83M | 0.03% | +74,741+96.1% | Added |
| Bank of America Corp | 150,940 | $5.77M | 0.00% | −52,572−25.8% | Reduced |
| Jane Street Group, LLC | 143,383 | $5.48M | 0.01% | +135,434+1,703.8% | Added |
| CWA Asset Management Group, LLC | 121,559 | $4.65M | 0.34% | +121,559 | New |
| SEI Investments Co | 120,365 | $4.60M | 0.01% | −13,841−10.3% | Reduced |
| Credit Suisse AG | 114,938 | $4.39M | 0.00% | −1,215−1.0% | Reduced |
| Susquehanna International Group, LLP | 104,593 | $4.00M | 0.01% | −751−0.7% | Reduced |
| Alliancebernstein L.P. | 103,924 | $3.97M | 0.00% | −13,160−11.2% | Reduced |
| Denali Advisors LLC | 97,827 | $3.74M | 1.31% | −9,539−8.9% | Reduced |
| Wesleyan Assurance Society | 90,932 | $3.47M | 0.39% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 90,173 | $3.45M | 0.00% | +14,012+18.4% | Added |
| Public Sector Pension Investment Board | 90,104 | $3.44M | 0.03% | +90,104 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 88,486 | $3.38M | 0.01% | +10,256+13.1% | Added |
| Beacon Pointe Advisors, LLC | 86,460 | $3.30M | 0.04% | +86,460 | New |
| Cambridge Investment Research Advisors, Inc. | 86,252 | $3.30M | 0.02% | −7,013−7.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 84,397 | $3.23M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 83,944 | $3.21M | 0.00% | −7,336−8.0% | Reduced |
| Royal Bank of Canada | 82,947 | $3.17M | 0.00% | +32,000+62.8% | Added |
| Massachusetts Financial Services Co | 78,919 | $3.02M | 0.00% | +13,121+19.9% | Added |
| UBS Group AG | 78,761 | $3.01M | 0.00% | −91,595−53.8% | Reduced |
| UBS Asset Management Americas Inc | 78,698 | $3.01M | 0.00% | +25,216+47.1% | Added |
| Deutsche Bank AG | 75,294 | $2.88M | 0.00% | −90,018−54.5% | Reduced |
| Caxton Associates LP | 73,290 | $2.80M | 0.39% | +73,290 | New |
| Arbiter Partners Capital Management LLC | 72,900 | $2.79M | 5.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 71,957 | $2.75M | 0.01% | +20,083+38.7% | Added |
| Capital Investment Advisory Services, LLC | 69,425 | $2.65M | 0.26% | −240−0.3% | Reduced |
| Thrivent Financial for Lutherans | 66,689 | $2.55M | 0.01% | +66,689 | New |
| State of New Jersey Common Pension Fund D | 65,747 | $2.51M | 0.01% | −20,745−24.0% | Reduced |
| Macquarie Group Ltd | 64,888 | $2.48M | 0.00% | −23,458−26.6% | Reduced |
| Texas Permanent School Fund | 61,906 | $2.37M | 0.02% | +61,906 | New |
| Norris Financial Group, LLC | 58,396 | $2.23M | 1.55% | +1,714+3.0% | Added |
| Barclays PLC | 58,105 | $2.22M | 0.00% | −648−1.1% | Reduced |
| New York State Teachers Retirement System | 56,730 | $2.17M | 0.01% | +50,854+865.5% | Added |
| Putnam Investments LLC | 56,545 | $2.16M | 0.00% | −491−0.9% | Reduced |
| Poehling Capital Management, LLC | 55,978 | $2.14M | 0.75% | +259+0.5% | Added |
| Rathbone Brothers plc | 54,199 | $2.07M | 0.02% | +8,249+18.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,402 | $2.04M | 0.00% | +1,917+3.7% | Added |
| Raymond James & Associates | 52,284 | $2.00M | 0.00% | −4,129−7.3% | Reduced |
| Public Employees Retirement System of Ohio | 52,212 | $2.00M | 0.01% | +527+1.0% | Added |
| Janney Montgomery Scott LLC | 52,093 | $1.99M | 0.01% | −81−0.2% | Reduced |
| Kendall Capital Management | 50,950 | $1.95M | 0.86% | +7,120+16.2% | Added |
| Assenagon Asset Management S.A. | 50,375 | $1.93M | 0.01% | −10,353−17.0% | Reduced |
| Envestnet Asset Management Inc | 50,303 | $1.92M | 0.00% | +6,923+16.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,738 | $1.86M | 0.02% | +48,738 | New |