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 |
|---|---|---|---|---|---|
| Kendall Capital Management | 50,950 | $1.95M | 0.86% | +7,120+16.2% | Added |
| Janney Montgomery Scott LLC | 52,093 | $1.99M | 0.01% | −81−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 52,212 | $2.00M | 0.01% | +527+1.0% | Added |
| Raymond James & Associates | 52,284 | $2.00M | 0.00% | −4,129−7.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 53,402 | $2.04M | 0.00% | +1,917+3.7% | Added |
| Rathbone Brothers plc | 54,199 | $2.07M | 0.02% | +8,249+18.0% | Added |
| Poehling Capital Management, LLC | 55,978 | $2.14M | 0.75% | +259+0.5% | Added |
| Putnam Investments LLC | 56,545 | $2.16M | 0.00% | −491−0.9% | Reduced |
| New York State Teachers Retirement System | 56,730 | $2.17M | 0.01% | +50,854+865.5% | Added |
| Barclays PLC | 58,105 | $2.22M | 0.00% | −648−1.1% | Reduced |
| Norris Financial Group, LLC | 58,396 | $2.23M | 1.55% | +1,714+3.0% | Added |
| Texas Permanent School Fund | 61,906 | $2.37M | 0.02% | +61,906 | New |
| Macquarie Group Ltd | 64,888 | $2.48M | 0.00% | −23,458−26.6% | Reduced |
| State of New Jersey Common Pension Fund D | 65,747 | $2.51M | 0.01% | −20,745−24.0% | Reduced |
| Thrivent Financial for Lutherans | 66,689 | $2.55M | 0.01% | +66,689 | New |
| Capital Investment Advisory Services, LLC | 69,425 | $2.65M | 0.26% | −240−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 71,957 | $2.75M | 0.01% | +20,083+38.7% | Added |
| Arbiter Partners Capital Management LLC | 72,900 | $2.79M | 5.01% | 00.0% | Unchanged |
| Caxton Associates LP | 73,290 | $2.80M | 0.39% | +73,290 | New |
| Deutsche Bank AG | 75,294 | $2.88M | 0.00% | −90,018−54.5% | Reduced |
| UBS Asset Management Americas Inc | 78,698 | $3.01M | 0.00% | +25,216+47.1% | Added |
| UBS Group AG | 78,761 | $3.01M | 0.00% | −91,595−53.8% | Reduced |
| Massachusetts Financial Services Co | 78,919 | $3.02M | 0.00% | +13,121+19.9% | Added |
| Royal Bank of Canada | 82,947 | $3.17M | 0.00% | +32,000+62.8% | Added |
| California State Teachers Retirement System | 83,944 | $3.21M | 0.00% | −7,336−8.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 84,397 | $3.23M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 86,252 | $3.30M | 0.02% | −7,013−7.5% | Reduced |
| Beacon Pointe Advisors, LLC | 86,460 | $3.30M | 0.04% | +86,460 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 88,486 | $3.38M | 0.01% | +10,256+13.1% | Added |
| Public Sector Pension Investment Board | 90,104 | $3.44M | 0.03% | +90,104 | New |
| New York State Common Retirement Fund | 90,173 | $3.45M | 0.00% | +14,012+18.4% | Added |
| Wesleyan Assurance Society | 90,932 | $3.47M | 0.39% | 00.0% | Unchanged |
| Denali Advisors LLC | 97,827 | $3.74M | 1.31% | −9,539−8.9% | Reduced |
| Alliancebernstein L.P. | 103,924 | $3.97M | 0.00% | −13,160−11.2% | Reduced |
| Susquehanna International Group, LLP | 104,593 | $4.00M | 0.01% | −751−0.7% | Reduced |
| Credit Suisse AG | 114,938 | $4.39M | 0.00% | −1,215−1.0% | Reduced |
| SEI Investments Co | 120,365 | $4.60M | 0.01% | −13,841−10.3% | Reduced |
| CWA Asset Management Group, LLC | 121,559 | $4.65M | 0.34% | +121,559 | New |
| Jane Street Group, LLC | 143,383 | $5.48M | 0.01% | +135,434+1,703.8% | Added |
| Bank of America Corp | 150,940 | $5.77M | 0.00% | −52,572−25.8% | Reduced |
| Squarepoint Ops LLC | 152,524 | $5.83M | 0.03% | +74,741+96.1% | Added |
| Voloridge Investment Management, LLC | 154,126 | $5.89M | 0.03% | −177,996−53.6% | Reduced |
| California Public Employees Retirement System | 155,781 | $5.95M | 0.01% | +5,828+3.9% | Added |
| Ancora Advisors, LLC | 161,737 | $6.18M | 0.17% | −67,801−29.5% | Reduced |
| Commonwealth Equity Services, LLC | 162,614 | $6.21M | 0.01% | +9,476+6.2% | Added |
| Swiss National Bank | 163,200 | $6.24M | 0.00% | +4,400+2.8% | Added |
| Prudential Financial Inc | 165,116 | $6.31M | 0.01% | +50,511+44.1% | Added |
| AQR Capital Management LLC | 172,337 | $6.59M | 0.01% | −47,171−21.5% | Reduced |
| Toscafund Asset Management LLP | 176,009 | $6.73M | 43.26% | −279,075−61.3% | Reduced |
| Ibex Wealth Advisors | 176,813 | $6.76M | 1.72% | +176,813 | New |
| Gator Capital Management, LLC | 178,500 | $6.82M | 4.83% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 181,992 | $6.96M | 0.17% | −9,408−4.9% | Reduced |
| Hudson Bay Capital Management LP | 200,000 | $7.64M | 0.07% | +200,000 | New |
| Legal & General Group Plc | 203,282 | $7.77M | 0.00% | +133,240+190.2% | Added |
| Miller Value Partners, LLC | 220,575 | $8.43M | 5.30% | +5,525+2.6% | Added |
| LPL Financial LLC | 221,070 | $8.45M | 0.01% | −77,710−26.0% | Reduced |
| Canada Pension Plan Investment Board | 221,400 | $8.46M | 0.01% | +165,600+296.8% | Added |
| Wells Fargo & Company | 237,176 | $9.06M | 0.00% | −26,460−10.0% | Reduced |
| Rhumbline Advisers | 247,637 | $9.46M | 0.01% | +105,910+74.7% | Added |
| Brandywine Global Investment Management, LLC | 248,950 | $9.51M | 0.08% | +31,305+14.4% | Added |
| Advisor Group Holdings, Inc. | 265,740 | $10.2M | 0.02% | +93,050+53.9% | Added |
| Victory Capital Management Inc | 287,390 | $11.0M | 0.01% | +39,079+15.7% | Added |
| Russell Investments Group, Ltd. | 311,213 | $11.9M | 0.02% | −81,699−20.8% | Reduced |
| Federated Hermes, Inc. | 328,271 | $12.5M | 0.03% | +5,051+1.6% | Added |
| Invesco Ltd. | 437,134 | $16.7M | 0.00% | +47,365+12.2% | Added |
| Principal Financial Group Inc | 450,549 | $17.2M | 0.01% | +406,093+913.5% | Added |
| Acadian Asset Management LLC | 458,490 | $17.5M | 0.07% | +27,203+6.3% | Added |
| Two Sigma Investments, LP | 462,373 | $17.7M | 0.05% | −464,075−50.1% | Reduced |
| Jupiter Asset Management Ltd | 509,802 | $19.5M | 0.22% | +509,802 | New |
| Nuveen Asset Management, LLC | 531,919 | $20.3M | 0.01% | +224,506+73.0% | Added |
| Ameriprise Financial Inc | 552,070 | $21.1M | 0.01% | +249,562+82.5% | Added |
| First Trust Advisors LP | 563,339 | $21.5M | 0.03% | +29,602+5.5% | Added |
| Man Group plc | – | $22.4M | 0.07% | – | – |
| Allianz Asset Management GmbH | 646,159 | $24.7M | 0.05% | +164,614+34.2% | Added |
| JPMorgan Chase & Co | 655,353 | $25.0M | 0.00% | −87,139−11.7% | Reduced |
| Two Sigma Advisers, LP | 690,700 | $26.4M | 0.07% | −258,000−27.2% | Reduced |
| Mangrove Partners | 691,869 | $26.4M | 2.71% | 00.0% | Unchanged |
| Northern Trust Corp | 811,448 | $31.0M | 0.01% | +92,884+12.9% | Added |
| Norges Bank | 949,783 | $36.3M | 0.01% | +6,574+0.7% | Added |
| American Century Companies Inc | 961,875 | $36.8M | 0.03% | +102,671+11.9% | Added |
| Charles Schwab Investment Management Inc | 985,691 | $37.7M | 0.01% | +273,422+38.4% | Added |
| Bank of New York Mellon Corp | 1,129,288 | $43.2M | 0.01% | +316,158+38.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,193,133 | $45.6M | 0.08% | −182,087−13.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,222,870 | $46.7M | 0.28% | −50,794−4.0% | Reduced |
| EJF Capital LLC | 1,317,983 | $50.4M | 22.13% | −3,657−0.3% | Reduced |
| Ruffer LLP | 1,398,354 | $53.3M | 2.96% | −541,560−27.9% | Reduced |
| Morgan Stanley | 1,445,036 | $55.2M | 0.01% | −52,271−3.5% | Reduced |
| Donald Smith & Co., Inc. | 1,450,213 | $55.4M | 1.91% | +50,229+3.6% | Added |
| Geode Capital Management, LLC | 1,587,125 | $60.7M | 0.01% | +115,492+7.8% | Added |
| Goldman Sachs Group Inc | 1,626,813 | $62.2M | 0.02% | +1,127,566+225.9% | Added |
| State Street Corp | 3,213,245 | $122.8M | 0.01% | +853,054+36.1% | Added |
| HSBC Holdings PLC | 3,241,261 | $124.0M | 0.14% | +3,234,184+45,699.9% | Added |
| Price T Rowe Associates Inc | 3,753,315 | $143.5M | 0.02% | −416,799−10.0% | Reduced |
| Dimensional Fund Advisors LP | 3,776,305 | $144.3M | 0.05% | +258,700+7.4% | Added |
| Dodge & Cox | 4,174,306 | $159.5M | 0.11% | −2,400−0.1% | Reduced |
| BlackRock Inc. | 8,021,802 | $306.6M | 0.01% | +1,541,113+23.8% | Added |
| Vanguard Group Inc | 10,933,228 | $417.9M | 0.01% | +1,518,547+16.1% | Added |
| Quilter Plc | 510 | – | – | +510 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −385,774−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −248,500−100.0% | Sold out |