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, Q4 2023
Institutional positions in Jackson Financial Inc. as of Dec 31, 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
- 348
- +54 vs. Q3 2023
- Shares held
- 69.6M
- −972.9K (−1.4%) vs. Q3 2023
- Total value
- $3.56B
- +$843.9M (+31.0%) vs. Q3 2023
- New holders
- 81
- 101 more added
- Sold out
- 27
- 121 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,657,989 | $545.7M | 0.01% | −275,239−2.5% | Reduced |
| BlackRock Inc. | 7,627,798 | $390.5M | 0.01% | −394,004−4.9% | Reduced |
| Dimensional Fund Advisors LP | 4,175,970 | $213.8M | 0.06% | +399,665+10.6% | Added |
| State Street Corp | 3,636,870 | $186.2M | 0.01% | +423,625+13.2% | Added |
| Price T Rowe Associates Inc | 3,096,840 | $158.6M | 0.02% | −656,475−17.5% | Reduced |
| Dodge & Cox | 3,071,598 | $157.3M | 0.10% | −1,102,708−26.4% | Reduced |
| HSBC Holdings PLC | 2,621,097 | $135.0M | 0.12% | −620,164−19.1% | Reduced |
| Donald Smith & Co., Inc. | 1,979,189 | $101.3M | 2.60% | +528,976+36.5% | Added |
| Morgan Stanley | 1,941,181 | $99.4M | 0.01% | +496,145+34.3% | Added |
| Goldman Sachs Group Inc | 1,738,688 | $89.0M | 0.02% | +111,875+6.9% | Added |
| Geode Capital Management, LLC | 1,651,905 | $84.6M | 0.01% | +64,780+4.1% | Added |
| American Century Companies Inc | 1,188,604 | $60.9M | 0.04% | +226,729+23.6% | Added |
| Ruffer LLP | 1,178,355 | $60.3M | 2.24% | −219,999−15.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,107,993 | $56.7M | 0.01% | +122,302+12.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,039,529 | $53.2M | 0.27% | −183,341−15.0% | Reduced |
| Bank of New York Mellon Corp | 1,020,327 | $52.2M | 0.01% | −108,961−9.6% | Reduced |
| Norges Bank | 999,784 | $51.2M | 0.01% | +50,001+5.3% | Added |
| Allspring Global Investments Holdings, LLC | 907,169 | $46.4M | 0.08% | −285,964−24.0% | Reduced |
| Northern Trust Corp | 821,541 | $42.1M | 0.01% | +10,093+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 748,175 | $38.3M | 0.04% | +748,175 | New |
| Mangrove Partners | 691,869 | $35.4M | 3.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 685,534 | $35.1M | 0.00% | +30,181+4.6% | Added |
| Jupiter Asset Management Ltd | 640,464 | $32.8M | 0.33% | +130,662+25.6% | Added |
| First Trust Advisors LP | 630,959 | $32.3M | 0.04% | +67,620+12.0% | Added |
| Invesco Ltd. | 573,434 | $29.4M | 0.01% | +136,300+31.2% | Added |
| Nuveen Asset Management, LLC | 521,800 | $26.7M | 0.01% | −10,119−1.9% | Reduced |
| Federated Hermes, Inc. | 521,266 | $26.7M | 0.07% | +192,995+58.8% | Added |
| Ameriprise Financial Inc | 497,532 | $25.5M | 0.01% | −54,538−9.9% | Reduced |
| Acadian Asset Management LLC | 449,738 | $23.0M | 0.09% | −8,752−1.9% | Reduced |
| Principal Financial Group Inc | 448,298 | $23.0M | 0.01% | −2,251−0.5% | Reduced |
| Man Group plc | 405,450 | $20.8M | 0.06% | – | – |
| Allianz Asset Management GmbH | 387,768 | $19.9M | 0.04% | −258,391−40.0% | Reduced |
| Two Sigma Advisers, LP | 377,300 | $19.3M | 0.05% | −313,400−45.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 330,800 | $16.9M | 0.22% | +330,800 | New |
| Canada Pension Plan Investment Board | 286,000 | $14.6M | 0.02% | +64,600+29.2% | Added |
| Russell Investments Group, Ltd. | 268,287 | $13.7M | 0.02% | −42,926−13.8% | Reduced |
| Rhumbline Advisers | 253,806 | $13.0M | 0.01% | +6,169+2.5% | Added |
| Victory Capital Management Inc | 248,744 | $12.7M | 0.01% | −38,646−13.4% | Reduced |
| Candriam Luxembourg S.C.A. | 240,972 | $12.3M | 0.09% | +240,972 | New |
| Lazard Asset Management LLC | 237,940 | $12.2M | 0.02% | +227,123+2,099.7% | Added |
| Brandywine Global Investment Management, LLC | 225,398 | $11.5M | 0.09% | −23,552−9.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 224,996 | $11.5M | 0.02% | +136,510+154.3% | Added |
| Wells Fargo & Company | 222,864 | $11.4M | 0.00% | −14,312−6.0% | Reduced |
| Legal & General Group Plc | 202,946 | $10.4M | 0.00% | −336−0.2% | Reduced |
| Miller Value Partners, LLC | 199,755 | $10.2M | 6.07% | −20,820−9.4% | Reduced |
| Bank of America Corp | 198,242 | $10.1M | 0.00% | +47,302+31.3% | Added |
| Deutsche Bank AG | 185,822 | $9.51M | 0.00% | +110,528+146.8% | Added |
| LPL Financial LLC | 163,526 | $8.37M | 0.01% | −57,544−26.0% | Reduced |
| Ancora Advisors, LLC | 163,137 | $8.35M | 0.20% | +1,400+0.9% | Added |
| Voloridge Investment Management, LLC | 162,970 | $8.34M | 0.03% | +8,844+5.7% | Added |
| Commonwealth Equity Services, LLC | 162,114 | $8.30M | 0.02% | −500−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 159,492 | $8.17M | 0.18% | −22,500−12.4% | Reduced |
| Prudential Financial Inc | 153,635 | $7.87M | 0.01% | −11,481−7.0% | Reduced |
| Susquehanna International Group, LLP | 151,997 | $7.78M | 0.01% | +47,404+45.3% | Added |
| Gator Capital Management, LLC | 151,500 | $7.76M | 4.29% | −27,000−15.1% | Reduced |
| California Public Employees Retirement System | 148,132 | $7.58M | 0.01% | −7,649−4.9% | Reduced |
| Squarepoint Ops LLC | 147,417 | $7.55M | 0.03% | −5,107−3.3% | Reduced |
| Public Sector Pension Investment Board | 146,832 | $7.52M | 0.06% | +56,728+63.0% | Added |
| AQR Capital Management LLC | 145,418 | $7.45M | 0.01% | −26,919−15.6% | Reduced |
| Swiss National Bank | 145,300 | $7.44M | 0.01% | −17,900−11.0% | Reduced |
| Barclays PLC | 144,711 | $7.41M | 0.00% | +86,606+149.1% | Added |
| Advisor Group Holdings, Inc. | 143,862 | $7.37M | 0.01% | −121,878−45.9% | Reduced |
| Jane Street Group, LLC | 128,223 | $6.57M | 0.01% | −15,160−10.6% | Reduced |
| SEI Investments Co | 124,752 | $6.39M | 0.01% | +4,387+3.6% | Added |
| Royal Bank of Canada | 124,328 | $6.37M | 0.00% | +41,381+49.9% | Added |
| Credit Suisse AG | 116,855 | $5.98M | 0.01% | +1,917+1.7% | Added |
| Alliancebernstein L.P. | 116,294 | $5.95M | 0.00% | +12,370+11.9% | Added |
| Two Sigma Investments, LP | 98,618 | $5.05M | 0.01% | −363,755−78.7% | Reduced |
| Massachusetts Financial Services Co | 97,391 | $4.99M | 0.00% | +18,472+23.4% | Added |
| DekaBank Deutsche Girozentrale | 97,616 | $4.98M | 0.01% | +58,350+148.6% | Added |
| Denali Advisors LLC | 96,000 | $4.92M | 1.50% | −1,827−1.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 92,337 | $4.73M | 0.08% | +92,337 | New |
| Wesleyan Assurance Society | 90,932 | $4.65M | 0.46% | 00.0% | Unchanged |
| Caxton Associates LP | 89,920 | $4.60M | 0.24% | +16,630+22.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 88,417 | $4.53M | 0.01% | +16,460+22.9% | Added |
| Beacon Pointe Advisors, LLC | 86,543 | $4.43M | 0.05% | +83+0.1% | Added |
| UBS Group AG | 86,267 | $4.42M | 0.00% | +7,506+9.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,614 | $4.23M | 0.02% | −3,638−4.2% | Reduced |
| UBS Asset Management Americas Inc | 82,062 | $4.20M | 0.00% | +3,364+4.3% | Added |
| New York State Common Retirement Fund | 79,939 | $4.09M | 0.01% | −10,234−11.3% | Reduced |
| California State Teachers Retirement System | 79,325 | $4.06M | 0.01% | −4,619−5.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 77,089 | $3.95M | 0.01% | −7,308−8.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 74,416 | $3.81M | 0.02% | +50,875+216.1% | Added |
| Arbiter Partners Capital Management LLC | 70,500 | $3.61M | 7.29% | −2,400−3.3% | Reduced |
| Easterly Investment Partners LLC | 67,238 | $3.44M | 0.37% | +26,515+65.1% | Added |
| Cubist Systematic Strategies, LLC | 63,096 | $3.23M | 0.04% | +63,096 | New |
| Thrivent Financial for Lutherans | 63,048 | $3.23M | 0.01% | −3,641−5.5% | Reduced |
| Texas Permanent School Fund | 61,114 | $3.13M | 0.03% | −792−1.3% | Reduced |
| State of Tennessee, Treasury Department | 58,071 | $2.97M | 0.01% | +11,660+25.1% | Added |
| Twinbeech Capital LP | 57,594 | $2.95M | 0.05% | +57,594 | New |
| New York State Teachers Retirement System | 56,355 | $2.88M | 0.01% | −375−0.7% | Reduced |
| Poehling Capital Management, LLC | 55,413 | $2.84M | 0.90% | −565−1.0% | Reduced |
| Norris Financial Group, LLC | 55,038 | $2.82M | 1.71% | −3,358−5.8% | Reduced |
| State of New Jersey Common Pension Fund D | 52,986 | $2.71M | 0.01% | −12,761−19.4% | Reduced |
| Kendall Capital Management | 51,310 | $2.63M | 1.02% | +360+0.7% | Added |
| Citigroup Inc | 50,482 | $2.58M | 0.00% | +19,291+61.8% | Added |
| Raymond James & Associates | 49,818 | $2.55M | 0.00% | −2,466−4.7% | Reduced |
| Putnam Investments LLC | 48,866 | $2.50M | 0.00% | −7,679−13.6% | Reduced |
| Aristides Capital LLC | 48,000 | $2.46M | 1.24% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 46,291 | $2.37M | 0.03% | +9,434+25.6% | Added |