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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 4,927 | $252.3K | 0.00% | −4,970−50.2% | Reduced |
| Western Wealth Management, LLC | 4,990 | $255.5K | 0.02% | +4,990 | New |
| Paragon Capital Management Ltd | 5,059 | $259.0K | 0.05% | −1,266−20.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,128 | $262.6K | 0.00% | +5,128 | New |
| Kames Capital plc | 5,176 | $265.0K | 0.00% | +5,176 | New |
| Crossmark Global Holdings, Inc. | 5,204 | $267.0K | 0.01% | +5,204 | New |
| Schonfeld Strategic Advisors LLC | 5,262 | $269.4K | 0.00% | +5,262 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,471 | $280.1K | 0.00% | −3,320−37.8% | Reduced |
| Concorde Asset Management, LLC | 5,500 | $281.6K | 0.19% | +5,500 | New |
| Creative Planning | 5,519 | $282.6K | 0.00% | −3,778−40.6% | Reduced |
| StoneX Group Inc. | 5,520 | $282.6K | 0.03% | −300−5.2% | Reduced |
| FORA Capital, LLC | 5,582 | $285.8K | 0.02% | +5,582 | New |
| Concurrent Investment Advisors, LLC | 5,678 | $290.7K | 0.01% | +5,678 | New |
| HighTower Advisors, LLC | 5,711 | $292.0K | 0.00% | −748−11.6% | Reduced |
| Integrated Wealth Concepts LLC | 5,800 | $297.0K | 0.00% | −200−3.3% | Reduced |
| JustInvest LLC | 6,175 | $316.2K | 0.01% | +6,175 | New |
| Xponance, Inc. | 6,231 | $319.0K | 0.00% | −1,098−15.0% | Reduced |
| Entropy Technologies, LP | 6,231 | $319.0K | 0.06% | +6,231 | New |
| Alberta Investment Management Corp | 6,500 | $332.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 6,647 | $340.0K | 0.13% | −1,504−18.5% | Reduced |
| Toronto Dominion Bank | 6,647 | $340.3K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 6,650 | $340.5K | 0.03% | +176+2.7% | Added |
| Shell Asset Management Co | 6,745 | $345.0K | 0.02% | −1,995−22.8% | Reduced |
| Verition Fund Management LLC | 6,785 | $347.4K | 0.00% | +109+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,788 | $348.0K | 0.01% | +13+0.2% | Added |
| Gsa Capital Partners LLP | 7,048 | $361.0K | 0.03% | +7,048 | New |
| Diversified Trust Co | 7,100 | $363.5K | 0.01% | −19−0.3% | Reduced |
| Belpointe Asset Management LLC | 7,700 | $394.2K | 0.03% | −2,118−21.6% | Reduced |
| CIBC Asset Management Inc | 7,772 | $397.9K | 0.00% | +7,772 | New |
| STRS Ohio | 8,585 | $404.0K | 0.00% | +2,400+38.8% | Added |
| Oppenheimer & Co Inc | 7,987 | $408.9K | 0.01% | +7,987 | New |
| Argent Trust Co | 8,000 | $409.6K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,257 | $422.8K | 0.03% | +8,257 | New |
| WBI Investments | 8,296 | $424.8K | 0.09% | +8,296 | New |
| Ameritas Investment Partners, Inc. | 8,581 | $439.3K | 0.02% | +489+6.0% | Added |
| Triumph Capital Management | 8,667 | $443.8K | 0.19% | +8,667 | New |
| QRG Capital Management, Inc. | 8,785 | $449.8K | 0.01% | +3,041+52.9% | Added |
| Pictet Asset Management Holding SA | 8,813 | $451.2K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 8,869 | $454.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,980 | $460.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,987 | $460.0K | 0.00% | +2,833+46.0% | Added |
| Independent Advisor Alliance | 9,004 | $461.0K | 0.02% | −5,393−37.5% | Reduced |
| Bank of Montreal | 8,872 | $463.6K | 0.00% | +1,319+17.5% | Added |
| Oracle Alpha Inc. | 9,169 | $469.5K | 0.61% | +9,169 | New |
| Martingale Asset Management L P | 9,202 | $471.1K | 0.01% | −12,712−58.0% | Reduced |
| Profund Advisors LLC | 9,288 | $475.5K | 0.02% | +2,484+36.5% | Added |
| GWM Advisors LLC | 9,568 | $481.9K | 0.00% | +2,742+40.2% | Added |
| Kestra Advisory Services, LLC | 9,585 | $490.8K | 0.00% | +3,309+52.7% | Added |
| Fernwood Investment Management, LLC | 9,675 | $495.4K | 0.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,699 | $496.6K | 0.09% | +462+5.0% | Added |
| International Assets Investment Management, LLC | 9,712 | $497.2K | 0.06% | +9,712 | New |
| Wealthcare Advisory Partners LLC | 9,816 | $502.6K | 0.02% | +1,751+21.7% | Added |
| Baird Financial Group, Inc. | 9,903 | $507.0K | 0.00% | −209−2.1% | Reduced |
| Jefferies Financial Group Inc. | 10,000 | $512.0K | 0.01% | −13,000−56.5% | Reduced |
| Prelude Capital Management, LLC | 10,055 | $514.8K | 0.04% | +1,891+23.2% | Added |
| Winton Group Ltd | 10,230 | $523.8K | 0.04% | −728−6.6% | Reduced |
| Vestcor Inc | 10,469 | $536.0K | 0.02% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 10,776 | $552.0K | 1.26% | 00.0% | Unchanged |
| CSS LLC | 10,900 | $558.1K | 0.04% | −22,400−67.3% | Reduced |
| Graham Capital Management, L.P. | 11,038 | $565.1K | 0.02% | +11,038 | New |
| Dynamic Technology Lab Private Ltd | 11,065 | $567.0K | 0.06% | +11,065 | New |
| Engineers Gate Manager LP | 11,113 | $569.0K | 0.02% | +11,113 | New |
| Tower Research Capital LLC (TRC) | 11,467 | $587.1K | 0.01% | +7,554+193.0% | Added |
| Summit Global Investments | 11,694 | $599.0K | 0.04% | +2,100+21.9% | Added |
| Virtu Financial LLC | 12,130 | $621.0K | 0.05% | +12,130 | New |
| Prospera Financial Services Inc | 12,284 | $628.9K | 0.02% | −322−2.6% | Reduced |
| Mutual of America Capital Management LLC | 12,384 | $634.1K | 0.01% | −392−3.1% | Reduced |
| Wellington Shields & Co., LLC | 12,411 | $635.4K | 0.23% | −233−1.8% | Reduced |
| HRT Financial LP | 12,795 | $655.0K | 0.00% | +12,795 | New |
| Group One Trading, L.P. | 13,414 | $686.8K | 0.02% | −15,874−54.2% | Reduced |
| Handelsbanken Fonder AB | 13,600 | $696.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 13,625 | $697.6K | 0.04% | +13,625 | New |
| Friedenthal Financial | 14,015 | $717.6K | 0.47% | +14,015 | New |
| State of Wyoming | 14,271 | $730.7K | 0.14% | +5,408+61.0% | Added |
| Private Advisor Group, LLC | 14,716 | $753.5K | 0.01% | +1,849+14.4% | Added |
| Vise Technologies, Inc. | 14,812 | $758.4K | 0.16% | +2,669+22.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,268 | $781.7K | 0.01% | −33,470−68.7% | Reduced |
| ProShare Advisors LLC | 15,290 | $782.8K | 0.00% | +2,899+23.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 15,442 | $791.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 16,000 | $792.8K | 0.00% | +16,000 | New |
| Teacher Retirement System of Texas | 15,674 | $803.0K | 0.01% | −10,801−40.8% | Reduced |
| Truist Financial Corp | 16,534 | $846.6K | 0.00% | −1,210−6.8% | Reduced |
| Stratos Wealth Partners, LTD. | 16,838 | $862.1K | 0.02% | −1,250−6.9% | Reduced |
| Guggenheim Capital LLC | 17,228 | $882.1K | 0.01% | +17,228 | New |
| Asset Allocation Strategies LLC | 17,310 | $886.3K | 0.35% | +242+1.4% | Added |
| Teza Capital Management LLC | 18,074 | $925.4K | 0.15% | +18,074 | New |
| Strategic Advisors LLC | 19,200 | $983.0K | 0.19% | −10,200−34.7% | Reduced |
| Colonial River Wealth Management, LLC | 19,782 | $1.01M | 0.60% | −1,774−8.2% | Reduced |
| Arizona State Retirement System | 20,609 | $1.06M | 0.01% | −529−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 20,646 | $1.06M | 0.02% | −790−3.7% | Reduced |
| Corton Capital Inc. | 20,966 | $1.07M | 0.34% | −7,949−27.5% | Reduced |
| Mackenzie Financial Corp | 21,282 | $1.09M | 0.00% | +6,886+47.8% | Added |
| State of Wisconsin Investment Board | 21,292 | $1.09M | 0.00% | −3,744−15.0% | Reduced |
| Arden Trust Co | 21,321 | $1.09M | 0.16% | +73+0.3% | Added |
| Pinnacle Holdings, LLC | 21,585 | $1.11M | 0.45% | 00.0% | Unchanged |
| Millennium Management LLC | 21,827 | $1.12M | 0.00% | +14,486+197.3% | Added |
| Rockefeller Capital Management L.P. | 21,846 | $1.12M | 0.00% | −504−2.3% | Reduced |
| MML Investors Services, LLC | 21,882 | $1.12M | 0.01% | −1,243−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,264 | $1.14M | 0.00% | +8,064+56.8% | Added |
| Clear Street Markets LLC | 22,300 | $1.14M | 0.46% | +18,600+502.7% | Added |