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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| River & Mercantile Asset Management LLP | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $102 | 0.00% | +2 | New |
| Sugarloaf Wealth Management, LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $154 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $359 | 0.00% | +7 | New |
| Livelsberger Financial Advisory | 8 | $407 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 8 | $410 | 0.00% | −22−73.3% | Reduced |
| AdvisorNet Financial, Inc | 10 | $512 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $615 | 0.00% | +12 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 15 | $767 | 0.00% | +15 | New |
| National Bank of Canada | 16 | $806 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $820 | 0.00% | +16 | New |
| RFP Financial Group LLC | 22 | $1.13K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.18K | 0.00% | +5+27.8% | Added |
| Whittier Trust Co of Nevada Inc | 30 | $1.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 32 | $1.64K | 0.00% | −1−3.0% | Reduced |
| Parallel Advisors, LLC | 37 | $1.89K | 0.00% | −22−37.3% | Reduced |
| Massmutual Trust Co FSB | 38 | $1.95K | 0.00% | +8+26.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 39 | $2.00K | 0.00% | +39 | New |
| Ashburton (Jersey) Ltd | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $2.35K | 0.00% | +6+15.0% | Added |
| Red Tortoise LLC | 47 | $2.41K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $2.56K | 0.00% | −17−25.4% | Reduced |
| Naples Money Management LLC | 51 | $2.61K | 0.00% | +51 | New |
| JFS Wealth Advisors, LLC | 51 | $2.61K | 0.00% | +13+34.2% | Added |
| Frazier Financial Advisors, LLC | 57 | $2.92K | 0.00% | +57 | New |
| Bessemer Group Inc | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $3.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 65 | $3.33K | 0.00% | +16+32.7% | Added |
| ClariVest Asset Management LLC | 68 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $3.74K | 0.00% | −707−90.6% | Reduced |
| Advisory Services Network, LLC | 76 | $3.92K | 0.00% | +76 | New |
| EverSource Wealth Advisors, LLC | 79 | $4.04K | 0.00% | +66+507.7% | Added |
| C M Bidwell & Associates Ltd | 86 | $4.40K | 0.00% | +86 | New |
| Ronald Blue Trust, Inc. | 109 | $5.00K | 0.00% | +99+990.0% | Added |
| Fifth Third Bancorp | 103 | $5.27K | 0.00% | +93+930.0% | Added |
| Fortitude Family Office, LLC | 104 | $5.33K | 0.00% | +104 | New |
| Lindbrook Capital, LLC | 118 | $6.04K | 0.00% | −2−1.7% | Reduced |
| WealthCollab, LLC | 127 | $6.50K | 0.01% | +127 | New |
| Versant Capital Management, Inc | 131 | $6.71K | 0.00% | +70+114.8% | Added |
| Private Wealth Management Group, LLC | 132 | $6.76K | 0.00% | +132 | New |
| Wellington Shields Capital Management, LLC | 138 | $7.07K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 140 | $7.17K | 0.00% | +140 | New |
| Ibex Wealth Advisors | 180 | $9.22K | 2.00% | −176,633−99.9% | Reduced |
| TD Waterhouse Canada Inc. | 196 | $9.63K | 0.00% | +196 | New |
| Atlantic Trust, LLC | 200 | $10.2K | 0.00% | +200 | New |
| Signaturefd, LLC | 229 | $11.7K | 0.00% | −51−18.2% | Reduced |
| Harbour Investments, Inc. | 239 | $12.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 242 | $12.4K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 250 | $12.8K | 0.00% | +250 | New |
| Glen Eagle Advisors, LLC | 318 | $16.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 328 | $16.4K | 0.00% | +328 | New |
| Bell Investment Advisors, Inc | 329 | $16.8K | 0.00% | +22+7.2% | Added |
| Hantz Financial Services, Inc. | 326 | $17.0K | 0.00% | +4+1.2% | Added |
| Macquarie Group Ltd | 340 | $17.4K | 0.00% | −64,548−99.5% | Reduced |
| Compagnie Lombard Odier SCmA | 366 | $18.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 392 | $20.0K | 0.00% | +209+114.2% | Added |
| Quarry LP | 419 | $21.5K | 0.01% | +419 | New |
| Sound Income Strategies, LLC | 427 | $21.9K | 0.00% | +48+12.7% | Added |
| Principal Securities, Inc. | 460 | $23.6K | 0.00% | +460 | New |
| Retirement Group, LLC | 525 | $26.9K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 700 | $36.0K | 0.00% | +700 | New |
| NBC Securities, Inc. | 755 | $38.0K | 0.00% | +2+0.3% | Added |
| Headlands Technologies LLC | 747 | $38.2K | 0.01% | +747 | New |
| Spire Wealth Management | 850 | $42.1K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 889 | $45.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 970 | $49.7K | 0.01% | +12+1.3% | Added |
| First Manhattan Co | 1,000 | $51.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,144 | $55.6K | 0.00% | −200−14.9% | Reduced |
| KBC Group NV | 1,087 | $56.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,105 | $56.6K | 0.01% | +1,105 | New |
| Ci Investments Inc. | 1,160 | $59.0K | 0.00% | +1,160 | New |
| Hexagon Capital Partners LLC | 1,297 | $66.4K | 0.02% | +688+113.0% | Added |
| Planned Solutions, Inc. | 1,500 | $76.8K | 0.04% | +1,500 | New |
| Close Asset Management Ltd | 1,634 | $82.0K | 0.00% | +55+3.5% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $84.0K | 0.00% | +250+18.0% | Added |
| IFP Advisors, Inc | 1,700 | $87.0K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 1,887 | $96.6K | 0.00% | −648−25.6% | Reduced |
| LSV Asset Management | 1,900 | $97.0K | 0.00% | +1,900 | New |
| Nisa Investment Advisors, LLC | 1,988 | $101.8K | 0.00% | −1,382−41.0% | Reduced |
| SG Americas Securities, LLC | 2,124 | $109.0K | 0.00% | +2,124 | New |
| The PNC Financial Services Group, Inc. | 2,156 | $110.4K | 0.00% | +1,131+110.3% | Added |
| Geneos Wealth Management Inc. | 2,216 | $113.5K | 0.01% | −935−29.7% | Reduced |
| Centaurus Financial, Inc. | 2,312 | $118.0K | 0.01% | +2,312 | New |
| Private Trust Co NA | 3,156 | $161.6K | 0.02% | +292+10.2% | Added |
| Covestor Ltd | 3,512 | $180.0K | 0.12% | −3,807−52.0% | Reduced |
| Quadrature Capital Ltd | 4,095 | $209.5K | 0.00% | +4,095 | New |
| Leonteq Securities AG | 4,112 | $210.5K | 0.03% | −17−0.4% | Reduced |
| Counterpoint Mutual Funds LLC | 4,118 | $210.8K | 0.08% | +4,118 | New |
| Capital Asset Advisory Services LLC | 4,286 | $219.5K | 0.01% | +4,286 | New |
| Axxcess Wealth Management, LLC | 4,286 | $219.5K | 0.01% | +4,286 | New |
| Avantax Advisory Services, Inc. | 4,486 | $229.7K | 0.00% | +4,486 | New |
| FMR LLC | 4,544 | $232.7K | 0.00% | +518+12.9% | Added |
| Metropolitan Life Insurance Co | 4,683 | $239.8K | 0.01% | −139−2.9% | Reduced |
| CBOE Vest Financial, LLC | 4,709 | $241.1K | 0.01% | +4,709 | New |
| Level Four Advisory Services, LLC | 4,726 | $242.0K | 0.01% | +4,726 | New |
| One Wealth Advisors, LLC | 4,887 | $250.2K | 0.05% | +4,887 | New |