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