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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 23,660 | $1.21M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 24,240 | $1.24M | 0.00% | +10,400+75.1% | Added |
| Oxbow Advisors, LLC | 24,421 | $1.25M | 0.19% | −15,020−38.1% | Reduced |
| Pathstone Holdings, LLC | 24,620 | $1.26M | 0.01% | +24,620 | New |
| Teachers Retirement System of the State of Kentucky | 25,500 | $1.30M | 0.01% | +2,700+11.8% | Added |
| Maryland State Retirement & Pension System | 25,715 | $1.32M | 0.03% | −1,137−4.2% | Reduced |
| Envestnet Asset Management Inc | 26,820 | $1.37M | 0.00% | −23,483−46.7% | Reduced |
| Captrust Financial Advisors | 27,309 | $1.40M | 0.00% | +1,148+4.4% | Added |
| Amalgamated Bank | 27,458 | $1.41M | 0.01% | −1,944−6.6% | Reduced |
| Capital Investment Advisory Services, LLC | 27,704 | $1.42M | 0.13% | −41,721−60.1% | Reduced |
| RFG Advisory, LLC | 30,864 | $1.58M | 0.06% | −4,731−13.3% | Reduced |
| Advisors Preferred, LLC | 33,321 | $1.68M | 0.28% | +33,321 | New |
| Voya Investment Management LLC | 32,924 | $1.69M | 0.00% | +559+1.7% | Added |
| ClearAlpha Technologies LP | 33,099 | $1.69M | 0.65% | +33,099 | New |
| Storebrand Asset Management AS | 33,235 | $1.70M | 0.01% | −878−2.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 33,317 | $1.71M | 0.32% | −383−1.1% | Reduced |
| Algert Global LLC | 33,650 | $1.72M | 0.07% | +33,650 | New |
| Rathbone Brothers plc | 34,004 | $1.74M | 0.01% | −20,195−37.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 34,072 | $1.74M | 0.04% | +23,228+214.2% | Added |
| Janney Montgomery Scott LLC | 34,644 | $1.77M | 0.01% | −17,449−33.5% | Reduced |
| Edentree Asset Management Ltd | 35,000 | $1.79M | 0.55% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 35,160 | $1.80M | 0.02% | −740−2.1% | Reduced |
| Comerica Bank | 35,188 | $1.80M | 0.01% | −954−2.6% | Reduced |
| National Asset Management, Inc. | 35,212 | $1.80M | 0.05% | −5,819−14.2% | Reduced |
| Franklin Resources Inc | 35,266 | $1.81M | 0.00% | +17,124+94.4% | Added |
| Louisiana State Employees Retirement System | 35,400 | $1.81M | 0.04% | −1,700−4.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 35,464 | $1.82M | 0.05% | +35,464 | New |
| Janus Henderson Group PLC | 35,994 | $1.84M | 0.00% | −57−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,326 | $1.86M | 0.00% | −17,076−32.0% | Reduced |
| Atria Wealth Solutions, Inc. | 36,561 | $1.87M | 0.02% | +6,152+20.2% | Added |
| EJF Capital LLC | 38,031 | $1.95M | 1.02% | −1,279,952−97.1% | Reduced |
| Stifel Financial Corp | 38,182 | $1.95M | 0.00% | +5,432+16.6% | Added |
| Capital Fund Management S.A. | 38,443 | $1.97M | 0.03% | +23,143+151.3% | Added |
| Assenagon Asset Management S.A. | 38,791 | $1.99M | 0.01% | −11,584−23.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 38,970 | $2.00M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 39,934 | $2.04M | 0.00% | −238−0.6% | Reduced |
| Natixis | 40,000 | $2.05M | 0.02% | +40,000 | New |
| Carson Advisory Inc. | 42,880 | $2.20M | 1.71% | −1,498−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 43,110 | $2.21M | 0.04% | +9,115+26.8% | Added |
| MetLife Investment Management | 43,114 | $2.21M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,529 | $2.23M | 0.03% | −1,859−4.1% | Reduced |
| Edgestream Partners, L.P. | 44,243 | $2.27M | 0.16% | +44,243 | New |
| Capital World Investors | 44,327 | $2.27M | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44,338 | $2.27M | 0.01% | +44,338 | New |
| Naples Global Advisors, LLC | 44,509 | $2.28M | 0.25% | −2,049−4.4% | Reduced |
| American International Group, Inc. | 44,527 | $2.28M | 0.01% | −453−1.0% | Reduced |
| Cetera Advisor Networks LLC | 45,229 | $2.32M | 0.01% | +2,885+6.8% | Added |
| Public Employees Retirement System of Ohio | 45,805 | $2.35M | 0.01% | −6,407−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 46,291 | $2.37M | 0.03% | +9,434+25.6% | Added |
| Aristides Capital LLC | 48,000 | $2.46M | 1.24% | 00.0% | Unchanged |
| Putnam Investments LLC | 48,866 | $2.50M | 0.00% | −7,679−13.6% | Reduced |
| Raymond James & Associates | 49,818 | $2.55M | 0.00% | −2,466−4.7% | Reduced |
| Citigroup Inc | 50,482 | $2.58M | 0.00% | +19,291+61.8% | Added |
| Kendall Capital Management | 51,310 | $2.63M | 1.02% | +360+0.7% | Added |
| State of New Jersey Common Pension Fund D | 52,986 | $2.71M | 0.01% | −12,761−19.4% | Reduced |
| Norris Financial Group, LLC | 55,038 | $2.82M | 1.71% | −3,358−5.8% | Reduced |
| Poehling Capital Management, LLC | 55,413 | $2.84M | 0.90% | −565−1.0% | Reduced |
| New York State Teachers Retirement System | 56,355 | $2.88M | 0.01% | −375−0.7% | Reduced |
| Twinbeech Capital LP | 57,594 | $2.95M | 0.05% | +57,594 | New |
| State of Tennessee, Treasury Department | 58,071 | $2.97M | 0.01% | +11,660+25.1% | Added |
| Texas Permanent School Fund | 61,114 | $3.13M | 0.03% | −792−1.3% | Reduced |
| Thrivent Financial for Lutherans | 63,048 | $3.23M | 0.01% | −3,641−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 63,096 | $3.23M | 0.04% | +63,096 | New |
| Easterly Investment Partners LLC | 67,238 | $3.44M | 0.37% | +26,515+65.1% | Added |
| Arbiter Partners Capital Management LLC | 70,500 | $3.61M | 7.29% | −2,400−3.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 74,416 | $3.81M | 0.02% | +50,875+216.1% | Added |
| Robeco Institutional Asset Management B.V. | 77,089 | $3.95M | 0.01% | −7,308−8.7% | Reduced |
| California State Teachers Retirement System | 79,325 | $4.06M | 0.01% | −4,619−5.5% | Reduced |
| New York State Common Retirement Fund | 79,939 | $4.09M | 0.01% | −10,234−11.3% | Reduced |
| UBS Asset Management Americas Inc | 82,062 | $4.20M | 0.00% | +3,364+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,614 | $4.23M | 0.02% | −3,638−4.2% | Reduced |
| UBS Group AG | 86,267 | $4.42M | 0.00% | +7,506+9.5% | Added |
| Beacon Pointe Advisors, LLC | 86,543 | $4.43M | 0.05% | +83+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 88,417 | $4.53M | 0.01% | +16,460+22.9% | Added |
| Caxton Associates LP | 89,920 | $4.60M | 0.24% | +16,630+22.7% | Added |
| Wesleyan Assurance Society | 90,932 | $4.65M | 0.46% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 92,337 | $4.73M | 0.08% | +92,337 | New |
| Denali Advisors LLC | 96,000 | $4.92M | 1.50% | −1,827−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 97,616 | $4.98M | 0.01% | +58,350+148.6% | Added |
| Massachusetts Financial Services Co | 97,391 | $4.99M | 0.00% | +18,472+23.4% | Added |
| Two Sigma Investments, LP | 98,618 | $5.05M | 0.01% | −363,755−78.7% | Reduced |
| Alliancebernstein L.P. | 116,294 | $5.95M | 0.00% | +12,370+11.9% | Added |
| Credit Suisse AG | 116,855 | $5.98M | 0.01% | +1,917+1.7% | Added |
| Royal Bank of Canada | 124,328 | $6.37M | 0.00% | +41,381+49.9% | Added |
| SEI Investments Co | 124,752 | $6.39M | 0.01% | +4,387+3.6% | Added |
| Jane Street Group, LLC | 128,223 | $6.57M | 0.01% | −15,160−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 143,862 | $7.37M | 0.01% | −121,878−45.9% | Reduced |
| Barclays PLC | 144,711 | $7.41M | 0.00% | +86,606+149.1% | Added |
| Swiss National Bank | 145,300 | $7.44M | 0.01% | −17,900−11.0% | Reduced |
| AQR Capital Management LLC | 145,418 | $7.45M | 0.01% | −26,919−15.6% | Reduced |
| Public Sector Pension Investment Board | 146,832 | $7.52M | 0.06% | +56,728+63.0% | Added |
| Squarepoint Ops LLC | 147,417 | $7.55M | 0.03% | −5,107−3.3% | Reduced |
| California Public Employees Retirement System | 148,132 | $7.58M | 0.01% | −7,649−4.9% | Reduced |
| Gator Capital Management, LLC | 151,500 | $7.76M | 4.29% | −27,000−15.1% | Reduced |
| Susquehanna International Group, LLP | 151,997 | $7.78M | 0.01% | +47,404+45.3% | Added |
| Prudential Financial Inc | 153,635 | $7.87M | 0.01% | −11,481−7.0% | Reduced |
| Bridgeway Capital Management, LLC | 159,492 | $8.17M | 0.18% | −22,500−12.4% | Reduced |
| Commonwealth Equity Services, LLC | 162,114 | $8.30M | 0.02% | −500−0.3% | Reduced |
| Voloridge Investment Management, LLC | 162,970 | $8.34M | 0.03% | +8,844+5.7% | Added |
| Ancora Advisors, LLC | 163,137 | $8.35M | 0.20% | +1,400+0.9% | Added |