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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 163,526 | $8.37M | 0.01% | −57,544−26.0% | Reduced |
| Deutsche Bank AG | 185,822 | $9.51M | 0.00% | +110,528+146.8% | Added |
| Bank of America Corp | 198,242 | $10.1M | 0.00% | +47,302+31.3% | Added |
| Miller Value Partners, LLC | 199,755 | $10.2M | 6.07% | −20,820−9.4% | Reduced |
| Legal & General Group Plc | 202,946 | $10.4M | 0.00% | −336−0.2% | Reduced |
| Wells Fargo & Company | 222,864 | $11.4M | 0.00% | −14,312−6.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 224,996 | $11.5M | 0.02% | +136,510+154.3% | Added |
| Brandywine Global Investment Management, LLC | 225,398 | $11.5M | 0.09% | −23,552−9.5% | Reduced |
| Lazard Asset Management LLC | 237,940 | $12.2M | 0.02% | +227,123+2,099.7% | Added |
| Candriam Luxembourg S.C.A. | 240,972 | $12.3M | 0.09% | +240,972 | New |
| Victory Capital Management Inc | 248,744 | $12.7M | 0.01% | −38,646−13.4% | Reduced |
| Rhumbline Advisers | 253,806 | $13.0M | 0.01% | +6,169+2.5% | Added |
| Russell Investments Group, Ltd. | 268,287 | $13.7M | 0.02% | −42,926−13.8% | Reduced |
| Canada Pension Plan Investment Board | 286,000 | $14.6M | 0.02% | +64,600+29.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 330,800 | $16.9M | 0.22% | +330,800 | New |
| Two Sigma Advisers, LP | 377,300 | $19.3M | 0.05% | −313,400−45.4% | Reduced |
| Allianz Asset Management GmbH | 387,768 | $19.9M | 0.04% | −258,391−40.0% | Reduced |
| Man Group plc | 405,450 | $20.8M | 0.06% | – | – |
| Principal Financial Group Inc | 448,298 | $23.0M | 0.01% | −2,251−0.5% | Reduced |
| Acadian Asset Management LLC | 449,738 | $23.0M | 0.09% | −8,752−1.9% | Reduced |
| Ameriprise Financial Inc | 497,532 | $25.5M | 0.01% | −54,538−9.9% | Reduced |
| Federated Hermes, Inc. | 521,266 | $26.7M | 0.07% | +192,995+58.8% | Added |
| Nuveen Asset Management, LLC | 521,800 | $26.7M | 0.01% | −10,119−1.9% | Reduced |
| Invesco Ltd. | 573,434 | $29.4M | 0.01% | +136,300+31.2% | Added |
| First Trust Advisors LP | 630,959 | $32.3M | 0.04% | +67,620+12.0% | Added |
| Jupiter Asset Management Ltd | 640,464 | $32.8M | 0.33% | +130,662+25.6% | Added |
| JPMorgan Chase & Co | 685,534 | $35.1M | 0.00% | +30,181+4.6% | Added |
| Mangrove Partners | 691,869 | $35.4M | 3.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 748,175 | $38.3M | 0.04% | +748,175 | New |
| Northern Trust Corp | 821,541 | $42.1M | 0.01% | +10,093+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 907,169 | $46.4M | 0.08% | −285,964−24.0% | Reduced |
| Norges Bank | 999,784 | $51.2M | 0.01% | +50,001+5.3% | Added |
| Bank of New York Mellon Corp | 1,020,327 | $52.2M | 0.01% | −108,961−9.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,039,529 | $53.2M | 0.27% | −183,341−15.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,107,993 | $56.7M | 0.01% | +122,302+12.4% | Added |
| Ruffer LLP | 1,178,355 | $60.3M | 2.24% | −219,999−15.7% | Reduced |
| American Century Companies Inc | 1,188,604 | $60.9M | 0.04% | +226,729+23.6% | Added |
| Geode Capital Management, LLC | 1,651,905 | $84.6M | 0.01% | +64,780+4.1% | Added |
| Goldman Sachs Group Inc | 1,738,688 | $89.0M | 0.02% | +111,875+6.9% | Added |
| Morgan Stanley | 1,941,181 | $99.4M | 0.01% | +496,145+34.3% | Added |
| Donald Smith & Co., Inc. | 1,979,189 | $101.3M | 2.60% | +528,976+36.5% | Added |
| HSBC Holdings PLC | 2,621,097 | $135.0M | 0.12% | −620,164−19.1% | Reduced |
| Dodge & Cox | 3,071,598 | $157.3M | 0.10% | −1,102,708−26.4% | Reduced |
| Price T Rowe Associates Inc | 3,096,840 | $158.6M | 0.02% | −656,475−17.5% | Reduced |
| State Street Corp | 3,636,870 | $186.2M | 0.01% | +423,625+13.2% | Added |
| Dimensional Fund Advisors LP | 4,175,970 | $213.8M | 0.06% | +399,665+10.6% | Added |
| BlackRock Inc. | 7,627,798 | $390.5M | 0.01% | −394,004−4.9% | Reduced |
| Vanguard Group Inc | 10,657,989 | $545.7M | 0.01% | −275,239−2.5% | Reduced |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −121,559−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −32,955−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −25,440−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,424−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −22,378−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,355−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −17,517−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,648−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −14,009−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −13,037−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −12,112−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,752−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,156−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Toscafund Asset Management LLP | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |