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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 8,740 | $334.0K | 0.01% | −135−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,791 | $336.0K | 0.00% | −8,224−48.3% | Reduced |
| Pictet Asset Management Holding SA | 8,813 | $336.8K | 0.00% | +8,813 | New |
| State of Wyoming | 8,863 | $338.7K | 0.07% | +1,586+21.8% | Added |
| Royce & Associates LP | 8,869 | $339.0K | 0.00% | +541+6.5% | Added |
| Everence Capital Management Inc | 8,980 | $343.0K | 0.03% | +8,980 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,237 | $353.1K | 0.07% | +429+4.9% | Added |
| Creative Planning | 9,297 | $355.3K | 0.00% | +9,297 | New |
| Summit Global Investments | 9,594 | $367.0K | 0.02% | +9,594 | New |
| Fernwood Investment Management, LLC | 9,675 | $369.8K | 0.13% | −1,700−14.9% | Reduced |
| Magnetar Financial LLC | 9,752 | $372.7K | 0.01% | −1,783−15.5% | Reduced |
| Belpointe Asset Management LLC | 9,818 | $375.2K | 0.04% | −4,420−31.0% | Reduced |
| Cetera Advisors LLC | 9,897 | $378.3K | 0.01% | −8,317−45.7% | Reduced |
| Baird Financial Group, Inc. | 10,112 | $386.5K | 0.00% | +1,044+11.5% | Added |
| Vestcor Inc | 10,469 | $400.0K | 0.01% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 10,776 | $412.0K | 1.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,817 | $413.0K | 0.00% | −284−2.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,844 | $414.0K | 0.01% | −14,192−56.7% | Reduced |
| Winton Group Ltd | 10,958 | $418.8K | 0.03% | −2,106−16.1% | Reduced |
| Los Angeles Capital Management LLC | 12,112 | $462.9K | 0.00% | +4,276+54.6% | Added |
| Vise Technologies, Inc. | 12,143 | $464.1K | 0.11% | −3,271−21.2% | Reduced |
| ProShare Advisors LLC | 12,391 | $473.6K | 0.00% | +1,798+17.0% | Added |
| Prospera Financial Services Inc | 12,606 | $481.8K | 0.02% | +1,494+13.4% | Added |
| Wellington Shields & Co., LLC | 12,644 | $483.3K | 0.12% | +33+0.3% | Added |
| Mutual of America Capital Management LLC | 12,776 | $488.3K | 0.01% | +12,776 | New |
| Private Advisor Group, LLC | 12,867 | $491.8K | 0.00% | +734+6.0% | Added |
| Independent Financial Group, LLC | 13,037 | $498.3K | 0.03% | +13,037 | New |
| Handelsbanken Fonder AB | 13,600 | $520.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 13,840 | $529.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,396 | $534.2K | 0.00% | −33,429−69.9% | Reduced |
| Wesbanco Bank Inc | 14,009 | $535.4K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,200 | $542.7K | 0.00% | +2,539+21.8% | Added |
| Independent Advisor Alliance | 14,397 | $550.2K | 0.02% | +14,397 | New |
| Capital Fund Management S.A. | 15,300 | $584.8K | 0.01% | −17,000−52.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $590.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 15,648 | $598.1K | 0.04% | −60,300−79.4% | Reduced |
| Asset Allocation Strategies LLC | 17,068 | $652.3K | 0.30% | +1,290+8.2% | Added |
| Dark Forest Capital Management LP | 17,517 | $669.5K | 0.06% | +1,624+10.2% | Added |
| Truist Financial Corp | 17,744 | $678.2K | 0.00% | −2,546−12.5% | Reduced |
| Stratos Wealth Partners, LTD. | 18,088 | $691.3K | 0.01% | +2,530+16.3% | Added |
| Franklin Resources Inc | 18,142 | $693.4K | 0.00% | −7,529−29.3% | Reduced |
| Wolverine Trading, LLC | 20,355 | $778.0K | 0.01% | −6,654−24.6% | Reduced |
| Arizona State Retirement System | 21,138 | $807.9K | 0.01% | +649+3.2% | Added |
| Arden Trust Co | 21,248 | $812.1K | 0.14% | +12,438+141.2% | Added |
| Oregon Public Employees Retirement Fund | 21,436 | $819.3K | 0.01% | +21,436 | New |
| Colonial River Wealth Management, LLC | 21,556 | $823.9K | 0.54% | +1,257+6.2% | Added |
| Pinnacle Holdings, LLC | 21,585 | $825.0K | 0.39% | +1,650+8.3% | Added |
| Martingale Asset Management L P | 21,914 | $837.6K | 0.02% | −17,741−44.7% | Reduced |
| Rockefeller Capital Management L.P. | 22,350 | $854.2K | 0.00% | −218−1.0% | Reduced |
| Sigma Planning Corp | 22,378 | $855.3K | 0.03% | +810+3.8% | Added |
| Marshall Wace, LLP | 22,424 | $857.0K | 0.00% | −1,364,883−98.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,800 | $871.0K | 0.01% | +22,800 | New |
| Jefferies Financial Group Inc. | 23,000 | $879.1K | 0.02% | −27,000−54.0% | Reduced |
| MML Investors Services, LLC | 23,125 | $884.0K | 0.00% | +4,833+26.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,541 | $899.7K | 0.00% | +23,541 | New |
| State Board of Administration of Florida Retirement System | 23,660 | $904.3K | 0.00% | +540+2.3% | Added |
| Advisor Partners II, LLC | 23,712 | $906.3K | 0.04% | +13,729+137.5% | Added |
| State of Wisconsin Investment Board | 25,036 | $956.9K | 0.00% | +25,036 | New |
| Susquehanna Fundamental Investments, LLC | 25,440 | $972.3K | 0.06% | −19,336−43.2% | Reduced |
| Captrust Financial Advisors | 26,161 | $999.9K | 0.00% | +644+2.5% | Added |
| Teacher Retirement System of Texas | 26,475 | $1.01M | 0.01% | −10,912−29.2% | Reduced |
| Maryland State Retirement & Pension System | 26,852 | $1.03M | 0.02% | +26,852 | New |
| Corton Capital Inc. | 28,915 | $1.11M | 0.56% | +6,947+31.6% | Added |
| Group One Trading, L.P. | 29,288 | $1.12M | 0.04% | −25,446−46.5% | Reduced |
| Strategic Advisors LLC | 29,400 | $1.12M | 0.22% | −1,500−4.9% | Reduced |
| Amalgamated Bank | 29,402 | $1.12M | 0.01% | +21,708+282.1% | Added |
| Atria Wealth Solutions, Inc. | 30,409 | $1.16M | 0.02% | −8,352−21.5% | Reduced |
| Citigroup Inc | 31,191 | $1.19M | 0.00% | −2,364−7.0% | Reduced |
| Voya Investment Management LLC | 32,365 | $1.24M | 0.00% | +500+1.6% | Added |
| Stifel Financial Corp | 32,750 | $1.25M | 0.00% | −27,365−45.5% | Reduced |
| Seven Eight Capital, LP | 32,955 | $1.26M | 0.15% | +32,955 | New |
| CSS LLC | 33,300 | $1.27M | 0.11% | −13,100−28.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 33,700 | $1.29M | 0.29% | −50−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 33,995 | $1.30M | 0.02% | +33,995 | New |
| Storebrand Asset Management AS | 34,113 | $1.30M | 0.01% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 35,000 | $1.34M | 0.52% | +35,000 | New |
| RFG Advisory, LLC | 35,595 | $1.36M | 0.06% | +1,622+4.8% | Added |
| Yousif Capital Management, LLC | 35,900 | $1.37M | 0.02% | +35,900 | New |
| Janus Henderson Group PLC | 36,051 | $1.38M | 0.00% | −34−0.1% | Reduced |
| Comerica Bank | 36,142 | $1.38M | 0.01% | +36,142 | New |
| O'Shaughnessy Asset Management, LLC | 36,857 | $1.41M | 0.02% | +21,017+132.7% | Added |
| Louisiana State Employees Retirement System | 37,100 | $1.42M | 0.03% | +37,100 | New |
| DekaBank Deutsche Girozentrale | 39,266 | $1.47M | 0.00% | −6,843−14.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,970 | $1.49M | 0.00% | −53−0.1% | Reduced |
| Oxbow Advisors, LLC | 39,441 | $1.51M | 0.24% | −94,087−70.5% | Reduced |
| Manufacturers Life Insurance Company, The | 40,172 | $1.54M | 0.00% | +8,136+25.4% | Added |
| Easterly Investment Partners LLC | 40,723 | $1.56M | 0.17% | +27,463+207.1% | Added |
| National Asset Management, Inc. | 41,031 | $1.57M | 0.04% | −15,802−27.8% | Reduced |
| Cetera Advisor Networks LLC | 42,344 | $1.62M | 0.01% | +3,256+8.3% | Added |
| MetLife Investment Management | 43,114 | $1.65M | 0.01% | 00.0% | Unchanged |
| Capital World Investors | 44,327 | $1.69M | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 44,378 | $1.70M | 1.49% | +1,703+4.0% | Added |
| American International Group, Inc. | 44,980 | $1.72M | 0.01% | +5,777+14.7% | Added |
| State of Alaska, Department of Revenue | 45,388 | $1.73M | 0.02% | +45,388 | New |
| State of Tennessee, Treasury Department | 46,411 | $1.77M | 0.01% | +35,149+312.1% | Added |
| Naples Global Advisors, LLC | 46,558 | $1.78M | 0.22% | +916+2.0% | Added |
| Aristides Capital LLC | 48,000 | $1.83M | 1.22% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,738 | $1.86M | 0.02% | +48,738 | New |
| Envestnet Asset Management Inc | 50,303 | $1.92M | 0.00% | +6,923+16.0% | Added |
| Assenagon Asset Management S.A. | 50,375 | $1.93M | 0.01% | −10,353−17.0% | Reduced |