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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 10 | $0 | 0.00% | −52−83.9% | Reduced |
| Zions Bancorporation, N.A. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $38 | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $245 | 0.00% | +8 | New |
| Earnest Partners LLC | 7 | $268 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10 | $382 | 0.00% | −3−23.1% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $497 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 16 | $606 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $688 | 0.00% | +6+50.0% | Added |
| RFP Financial Group LLC | 22 | $841 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $879 | 0.00% | −1,000−97.8% | Reduced |
| Ashburton (Jersey) Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Whittier Trust Co of Nevada Inc | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.15K | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 30 | $1.15K | 0.00% | +30 | New |
| US Bancorp | 33 | $1.26K | 0.00% | −70−68.0% | Reduced |
| JFS Wealth Advisors, LLC | 38 | $1.45K | 0.00% | +14+58.3% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.53K | 0.00% | +40 | New |
| Red Tortoise LLC | 47 | $1.80K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 64 | $2.00K | 0.00% | −7−9.9% | Reduced |
| Parallel Advisors, LLC | 59 | $2.25K | 0.00% | −87−59.6% | Reduced |
| Versant Capital Management, Inc | 61 | $2.33K | 0.00% | −124−67.0% | Reduced |
| LGT Financial Advisors LLC | 62 | $2.37K | 0.00% | +62 | New |
| Quadrant Capital Group LLC | 67 | $2.56K | 0.00% | +7+11.7% | Added |
| ClariVest Asset Management LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $4.59K | 0.00% | +34+39.5% | Added |
| Wellington Shields Capital Management, LLC | 138 | $5.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $6.69K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 183 | $7.00K | 0.00% | +109+147.3% | Added |
| WR Wealth Planners, LLC | 229 | $8.75K | 0.00% | +229 | New |
| Harbour Investments, Inc. | 239 | $9.13K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 242 | $9.25K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 280 | $10.7K | 0.00% | +26+10.2% | Added |
| Bell Investment Advisors, Inc | 307 | $11.7K | 0.00% | +156+103.3% | Added |
| Hantz Financial Services, Inc. | 322 | $12.0K | 0.00% | +5+1.6% | Added |
| Glen Eagle Advisors, LLC | 318 | $12.2K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 366 | $14.0K | 0.00% | −40−9.9% | Reduced |
| Sound Income Strategies, LLC | 379 | $14.5K | 0.00% | +5+1.3% | Added |
| Founders Capital Management | 400 | $15.3K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 427 | $16.3K | 0.00% | +427 | New |
| Optimum Investment Advisors | 500 | $19.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $19.1K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 525 | $20.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 609 | $23.3K | 0.01% | −172−22.0% | Reduced |
| NBC Securities, Inc. | 753 | $28.0K | 0.00% | +753 | New |
| Farther Finance Advisors, LLC | 780 | $29.8K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 889 | $34.0K | 0.02% | +8+0.9% | Added |
| Creative Financial Designs Inc | 958 | $36.6K | 0.00% | +758+379.0% | Added |
| First Manhattan Co | 1,000 | $38.2K | 0.00% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,025 | $39.2K | 0.00% | +763+291.2% | Added |
| KBC Group NV | 1,087 | $42.0K | 0.00% | +1,087 | New |
| Global Retirement Partners, LLC | 1,344 | $48.9K | 0.00% | +1,106+464.7% | Added |
| Nomura Asset Management Co Ltd | 1,390 | $53.1K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,579 | $60.0K | 0.00% | +36+2.3% | Added |
| Spire Wealth Management | 850 | $62.5K | 0.00% | +100+13.3% | Added |
| IFP Advisors, Inc | 1,700 | $65.0K | 0.00% | +192+12.7% | Added |
| Simplex Trading, LLC | 2,522 | $96.0K | 0.00% | −17,268−87.3% | Reduced |
| Platinum Investment Management Ltd | 2,535 | $96.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,864 | $109.5K | 0.01% | +1,081+60.6% | Added |
| Geneos Wealth Management Inc. | 3,151 | $120.4K | 0.01% | −17,908−85.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,370 | $128.8K | 0.00% | +2,380+240.4% | Added |
| Clear Street Markets LLC | 3,700 | $141.0K | 0.10% | +3,700 | New |
| Tower Research Capital LLC (TRC) | 3,913 | $149.6K | 0.00% | +2,628+204.5% | Added |
| FMR LLC | 4,026 | $153.9K | 0.00% | +817+25.5% | Added |
| Leonteq Securities AG | 4,129 | $157.8K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,822 | $184.3K | 0.01% | +354+7.9% | Added |
| STRS Ohio | 6,185 | $215.0K | 0.00% | −16,300−72.5% | Reduced |
| QRG Capital Management, Inc. | 5,744 | $219.5K | 0.00% | +5,744 | New |
| StoneX Group Inc. | 5,820 | $222.4K | 0.02% | +5,820 | New |
| Integrated Wealth Concepts LLC | 6,000 | $229.3K | 0.00% | +6,000 | New |
| Mercer Global Advisors Inc | 6,154 | $235.0K | 0.00% | −821−11.8% | Reduced |
| Kestra Advisory Services, LLC | 6,276 | $239.9K | 0.00% | −21,366−77.3% | Reduced |
| Paragon Capital Management Ltd | 6,325 | $241.8K | 0.05% | −215−3.3% | Reduced |
| Cornerstone Wealth Management, LLC | 6,337 | $242.2K | 0.02% | +6,337 | New |
| HighTower Advisors, LLC | 6,459 | $245.0K | 0.00% | +6,459 | New |
| Regal Investment Advisors LLC | 6,474 | $247.4K | 0.02% | −2,218−25.5% | Reduced |
| Alberta Investment Management Corp | 6,500 | $248.4K | 0.00% | +6,500 | New |
| Toronto Dominion Bank | 6,647 | $254.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,676 | $255.2K | 0.00% | −3,500−34.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,775 | $259.0K | 0.01% | +750+12.4% | Added |
| Profund Advisors LLC | 6,804 | $260.0K | 0.01% | −58−0.8% | Reduced |
| GWM Advisors LLC | 6,826 | $260.9K | 0.00% | +6,826 | New |
| Diversified Trust Co | 7,119 | $272.1K | 0.01% | +7,119 | New |
| Cetera Investment Advisers | 7,156 | $273.5K | 0.00% | +279+4.1% | Added |
| Focus Financial Network, Inc. | 7,200 | $275.2K | 0.02% | +152+2.2% | Added |
| Covestor Ltd | 7,319 | $280.0K | 0.21% | +1,186+19.3% | Added |
| Xponance, Inc. | 7,329 | $280.1K | 0.00% | +7,329 | New |
| Millennium Management LLC | 7,341 | $280.6K | 0.00% | −607,044−98.8% | Reduced |
| Argent Trust Co | 8,000 | $305.8K | 0.02% | +8,000 | New |
| Bank of Montreal | 7,553 | $305.8K | 0.00% | +7,553 | New |
| Wealthcare Advisory Partners LLC | 8,065 | $308.2K | 0.01% | +8,065 | New |
| Ameritas Investment Partners, Inc. | 8,092 | $309.3K | 0.01% | +1,366+20.3% | Added |
| AlphaMark Advisors, LLC | 8,151 | $312.0K | 0.13% | +8,151 | New |
| Prelude Capital Management, LLC | 8,164 | $312.0K | 0.03% | +8,164 | New |