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 |
|---|---|---|---|---|---|
| Aristides Capital LLC | 48,000 | $1.83M | 1.22% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 46,558 | $1.78M | 0.22% | +916+2.0% | Added |
| State of Tennessee, Treasury Department | 46,411 | $1.77M | 0.01% | +35,149+312.1% | Added |
| State of Alaska, Department of Revenue | 45,388 | $1.73M | 0.02% | +45,388 | New |
| American International Group, Inc. | 44,980 | $1.72M | 0.01% | +5,777+14.7% | Added |
| Carson Advisory Inc. | 44,378 | $1.70M | 1.49% | +1,703+4.0% | Added |
| Capital World Investors | 44,327 | $1.69M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 43,114 | $1.65M | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 42,344 | $1.62M | 0.01% | +3,256+8.3% | Added |
| National Asset Management, Inc. | 41,031 | $1.57M | 0.04% | −15,802−27.8% | Reduced |
| Easterly Investment Partners LLC | 40,723 | $1.56M | 0.17% | +27,463+207.1% | Added |
| Manufacturers Life Insurance Company, The | 40,172 | $1.54M | 0.00% | +8,136+25.4% | Added |
| Oxbow Advisors, LLC | 39,441 | $1.51M | 0.24% | −94,087−70.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,970 | $1.49M | 0.00% | −53−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 39,266 | $1.47M | 0.00% | −6,843−14.8% | Reduced |
| Louisiana State Employees Retirement System | 37,100 | $1.42M | 0.03% | +37,100 | New |
| O'Shaughnessy Asset Management, LLC | 36,857 | $1.41M | 0.02% | +21,017+132.7% | Added |
| Comerica Bank | 36,142 | $1.38M | 0.01% | +36,142 | New |
| Janus Henderson Group PLC | 36,051 | $1.38M | 0.00% | −34−0.1% | Reduced |
| Yousif Capital Management, LLC | 35,900 | $1.37M | 0.02% | +35,900 | New |
| RFG Advisory, LLC | 35,595 | $1.36M | 0.06% | +1,622+4.8% | Added |
| Edentree Asset Management Ltd | 35,000 | $1.34M | 0.52% | +35,000 | New |
| Storebrand Asset Management AS | 34,113 | $1.30M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 33,995 | $1.30M | 0.02% | +33,995 | New |
| Linden Thomas Advisory Services, LLC | 33,700 | $1.29M | 0.29% | −50−0.1% | Reduced |
| CSS LLC | 33,300 | $1.27M | 0.11% | −13,100−28.2% | Reduced |
| Seven Eight Capital, LP | 32,955 | $1.26M | 0.15% | +32,955 | New |
| Stifel Financial Corp | 32,750 | $1.25M | 0.00% | −27,365−45.5% | Reduced |
| Voya Investment Management LLC | 32,365 | $1.24M | 0.00% | +500+1.6% | Added |
| Citigroup Inc | 31,191 | $1.19M | 0.00% | −2,364−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 30,409 | $1.16M | 0.02% | −8,352−21.5% | Reduced |
| Amalgamated Bank | 29,402 | $1.12M | 0.01% | +21,708+282.1% | Added |
| Strategic Advisors LLC | 29,400 | $1.12M | 0.22% | −1,500−4.9% | Reduced |
| Group One Trading, L.P. | 29,288 | $1.12M | 0.04% | −25,446−46.5% | Reduced |
| Corton Capital Inc. | 28,915 | $1.11M | 0.56% | +6,947+31.6% | Added |
| Maryland State Retirement & Pension System | 26,852 | $1.03M | 0.02% | +26,852 | New |
| Teacher Retirement System of Texas | 26,475 | $1.01M | 0.01% | −10,912−29.2% | Reduced |
| Captrust Financial Advisors | 26,161 | $999.9K | 0.00% | +644+2.5% | Added |
| Susquehanna Fundamental Investments, LLC | 25,440 | $972.3K | 0.06% | −19,336−43.2% | Reduced |
| State of Wisconsin Investment Board | 25,036 | $956.9K | 0.00% | +25,036 | New |
| Advisor Partners II, LLC | 23,712 | $906.3K | 0.04% | +13,729+137.5% | Added |
| State Board of Administration of Florida Retirement System | 23,660 | $904.3K | 0.00% | +540+2.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,541 | $899.7K | 0.00% | +23,541 | New |
| MML Investors Services, LLC | 23,125 | $884.0K | 0.00% | +4,833+26.4% | Added |
| Jefferies Financial Group Inc. | 23,000 | $879.1K | 0.02% | −27,000−54.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,800 | $871.0K | 0.01% | +22,800 | New |
| Marshall Wace, LLP | 22,424 | $857.0K | 0.00% | −1,364,883−98.4% | Reduced |
| Sigma Planning Corp | 22,378 | $855.3K | 0.03% | +810+3.8% | Added |
| Rockefeller Capital Management L.P. | 22,350 | $854.2K | 0.00% | −218−1.0% | Reduced |
| Martingale Asset Management L P | 21,914 | $837.6K | 0.02% | −17,741−44.7% | Reduced |
| Pinnacle Holdings, LLC | 21,585 | $825.0K | 0.39% | +1,650+8.3% | Added |
| Colonial River Wealth Management, LLC | 21,556 | $823.9K | 0.54% | +1,257+6.2% | Added |
| Oregon Public Employees Retirement Fund | 21,436 | $819.3K | 0.01% | +21,436 | New |
| Arden Trust Co | 21,248 | $812.1K | 0.14% | +12,438+141.2% | Added |
| Arizona State Retirement System | 21,138 | $807.9K | 0.01% | +649+3.2% | Added |
| Wolverine Trading, LLC | 20,355 | $778.0K | 0.01% | −6,654−24.6% | Reduced |
| Franklin Resources Inc | 18,142 | $693.4K | 0.00% | −7,529−29.3% | Reduced |
| Stratos Wealth Partners, LTD. | 18,088 | $691.3K | 0.01% | +2,530+16.3% | Added |
| Truist Financial Corp | 17,744 | $678.2K | 0.00% | −2,546−12.5% | Reduced |
| Dark Forest Capital Management LP | 17,517 | $669.5K | 0.06% | +1,624+10.2% | Added |
| Asset Allocation Strategies LLC | 17,068 | $652.3K | 0.30% | +1,290+8.2% | Added |
| Quantbot Technologies LP | 15,648 | $598.1K | 0.04% | −60,300−79.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $590.0K | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 15,300 | $584.8K | 0.01% | −17,000−52.6% | Reduced |
| Independent Advisor Alliance | 14,397 | $550.2K | 0.02% | +14,397 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,200 | $542.7K | 0.00% | +2,539+21.8% | Added |
| Wesbanco Bank Inc | 14,009 | $535.4K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,396 | $534.2K | 0.00% | −33,429−69.9% | Reduced |
| Ensign Peak Advisors, Inc | 13,840 | $529.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,600 | $520.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,037 | $498.3K | 0.03% | +13,037 | New |
| Private Advisor Group, LLC | 12,867 | $491.8K | 0.00% | +734+6.0% | Added |
| Mutual of America Capital Management LLC | 12,776 | $488.3K | 0.01% | +12,776 | New |
| Wellington Shields & Co., LLC | 12,644 | $483.3K | 0.12% | +33+0.3% | Added |
| Prospera Financial Services Inc | 12,606 | $481.8K | 0.02% | +1,494+13.4% | Added |
| ProShare Advisors LLC | 12,391 | $473.6K | 0.00% | +1,798+17.0% | Added |
| Vise Technologies, Inc. | 12,143 | $464.1K | 0.11% | −3,271−21.2% | Reduced |
| Los Angeles Capital Management LLC | 12,112 | $462.9K | 0.00% | +4,276+54.6% | Added |
| Winton Group Ltd | 10,958 | $418.8K | 0.03% | −2,106−16.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,844 | $414.0K | 0.01% | −14,192−56.7% | Reduced |
| Lazard Asset Management LLC | 10,817 | $413.0K | 0.00% | −284−2.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,776 | $412.0K | 1.07% | 00.0% | Unchanged |
| Vestcor Inc | 10,469 | $400.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,112 | $386.5K | 0.00% | +1,044+11.5% | Added |
| Cetera Advisors LLC | 9,897 | $378.3K | 0.01% | −8,317−45.7% | Reduced |
| Belpointe Asset Management LLC | 9,818 | $375.2K | 0.04% | −4,420−31.0% | Reduced |
| Magnetar Financial LLC | 9,752 | $372.7K | 0.01% | −1,783−15.5% | Reduced |
| Fernwood Investment Management, LLC | 9,675 | $369.8K | 0.13% | −1,700−14.9% | Reduced |
| Summit Global Investments | 9,594 | $367.0K | 0.02% | +9,594 | New |
| Creative Planning | 9,297 | $355.3K | 0.00% | +9,297 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,237 | $353.1K | 0.07% | +429+4.9% | Added |
| Everence Capital Management Inc | 8,980 | $343.0K | 0.03% | +8,980 | New |
| Royce & Associates LP | 8,869 | $339.0K | 0.00% | +541+6.5% | Added |
| State of Wyoming | 8,863 | $338.7K | 0.07% | +1,586+21.8% | Added |
| Pictet Asset Management Holding SA | 8,813 | $336.8K | 0.00% | +8,813 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,791 | $336.0K | 0.00% | −8,224−48.3% | Reduced |
| Shell Asset Management Co | 8,740 | $334.0K | 0.01% | −135−1.5% | Reduced |
| Prelude Capital Management, LLC | 8,164 | $312.0K | 0.03% | +8,164 | New |
| AlphaMark Advisors, LLC | 8,151 | $312.0K | 0.13% | +8,151 | New |
| Ameritas Investment Partners, Inc. | 8,092 | $309.3K | 0.01% | +1,366+20.3% | Added |