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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 9,585 | $490.8K | 0.00% | +3,309+52.7% | Added |
| GWM Advisors LLC | 9,568 | $481.9K | 0.00% | +2,742+40.2% | Added |
| Profund Advisors LLC | 9,288 | $475.5K | 0.02% | +2,484+36.5% | Added |
| Martingale Asset Management L P | 9,202 | $471.1K | 0.01% | −12,712−58.0% | Reduced |
| Oracle Alpha Inc. | 9,169 | $469.5K | 0.61% | +9,169 | New |
| Bank of Montreal | 8,872 | $463.6K | 0.00% | +1,319+17.5% | Added |
| Independent Advisor Alliance | 9,004 | $461.0K | 0.02% | −5,393−37.5% | Reduced |
| 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 |
| Royce & Associates LP | 8,869 | $454.1K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,813 | $451.2K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,785 | $449.8K | 0.01% | +3,041+52.9% | Added |
| Triumph Capital Management | 8,667 | $443.8K | 0.19% | +8,667 | New |
| Ameritas Investment Partners, Inc. | 8,581 | $439.3K | 0.02% | +489+6.0% | Added |
| WBI Investments | 8,296 | $424.8K | 0.09% | +8,296 | New |
| Cambria Investment Management, L.P. | 8,257 | $422.8K | 0.03% | +8,257 | New |
| Argent Trust Co | 8,000 | $409.6K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,987 | $408.9K | 0.01% | +7,987 | New |
| STRS Ohio | 8,585 | $404.0K | 0.00% | +2,400+38.8% | Added |
| CIBC Asset Management Inc | 7,772 | $397.9K | 0.00% | +7,772 | New |
| Belpointe Asset Management LLC | 7,700 | $394.2K | 0.03% | −2,118−21.6% | Reduced |
| Diversified Trust Co | 7,100 | $363.5K | 0.01% | −19−0.3% | Reduced |
| Gsa Capital Partners LLP | 7,048 | $361.0K | 0.03% | +7,048 | New |
| Benjamin F. Edwards & Company, Inc. | 6,788 | $348.0K | 0.01% | +13+0.2% | Added |
| Verition Fund Management LLC | 6,785 | $347.4K | 0.00% | +109+1.6% | Added |
| Shell Asset Management Co | 6,745 | $345.0K | 0.02% | −1,995−22.8% | Reduced |
| Regal Investment Advisors LLC | 6,650 | $340.5K | 0.03% | +176+2.7% | Added |
| Toronto Dominion Bank | 6,647 | $340.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 6,647 | $340.0K | 0.13% | −1,504−18.5% | Reduced |
| Alberta Investment Management Corp | 6,500 | $332.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| JustInvest LLC | 6,175 | $316.2K | 0.01% | +6,175 | New |
| Integrated Wealth Concepts LLC | 5,800 | $297.0K | 0.00% | −200−3.3% | Reduced |
| HighTower Advisors, LLC | 5,711 | $292.0K | 0.00% | −748−11.6% | Reduced |
| Concurrent Investment Advisors, LLC | 5,678 | $290.7K | 0.01% | +5,678 | New |
| FORA Capital, LLC | 5,582 | $285.8K | 0.02% | +5,582 | New |
| StoneX Group Inc. | 5,520 | $282.6K | 0.03% | −300−5.2% | Reduced |
| Creative Planning | 5,519 | $282.6K | 0.00% | −3,778−40.6% | Reduced |
| Concorde Asset Management, LLC | 5,500 | $281.6K | 0.19% | +5,500 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,471 | $280.1K | 0.00% | −3,320−37.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,262 | $269.4K | 0.00% | +5,262 | New |
| Crossmark Global Holdings, Inc. | 5,204 | $267.0K | 0.01% | +5,204 | New |
| Kames Capital plc | 5,176 | $265.0K | 0.00% | +5,176 | New |
| Oppenheimer Asset Management Inc. | 5,128 | $262.6K | 0.00% | +5,128 | New |
| Paragon Capital Management Ltd | 5,059 | $259.0K | 0.05% | −1,266−20.0% | Reduced |
| Western Wealth Management, LLC | 4,990 | $255.5K | 0.02% | +4,990 | New |
| Cetera Advisors LLC | 4,927 | $252.3K | 0.00% | −4,970−50.2% | Reduced |
| One Wealth Advisors, LLC | 4,887 | $250.2K | 0.05% | +4,887 | New |
| Level Four Advisory Services, LLC | 4,726 | $242.0K | 0.01% | +4,726 | New |
| CBOE Vest Financial, LLC | 4,709 | $241.1K | 0.01% | +4,709 | New |
| Metropolitan Life Insurance Co | 4,683 | $239.8K | 0.01% | −139−2.9% | Reduced |
| FMR LLC | 4,544 | $232.7K | 0.00% | +518+12.9% | Added |
| Avantax Advisory Services, Inc. | 4,486 | $229.7K | 0.00% | +4,486 | 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 |
| Counterpoint Mutual Funds LLC | 4,118 | $210.8K | 0.08% | +4,118 | New |
| Leonteq Securities AG | 4,112 | $210.5K | 0.03% | −17−0.4% | Reduced |
| Quadrature Capital Ltd | 4,095 | $209.5K | 0.00% | +4,095 | New |
| Covestor Ltd | 3,512 | $180.0K | 0.12% | −3,807−52.0% | Reduced |
| Private Trust Co NA | 3,156 | $161.6K | 0.02% | +292+10.2% | Added |
| Centaurus Financial, Inc. | 2,312 | $118.0K | 0.01% | +2,312 | New |
| Geneos Wealth Management Inc. | 2,216 | $113.5K | 0.01% | −935−29.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,156 | $110.4K | 0.00% | +1,131+110.3% | Added |
| SG Americas Securities, LLC | 2,124 | $109.0K | 0.00% | +2,124 | New |
| Nisa Investment Advisors, LLC | 1,988 | $101.8K | 0.00% | −1,382−41.0% | Reduced |
| LSV Asset Management | 1,900 | $97.0K | 0.00% | +1,900 | New |
| Platinum Investment Management Ltd | 1,887 | $96.6K | 0.00% | −648−25.6% | Reduced |
| IFP Advisors, Inc | 1,700 | $87.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,640 | $84.0K | 0.00% | +250+18.0% | Added |
| Close Asset Management Ltd | 1,634 | $82.0K | 0.00% | +55+3.5% | Added |
| Planned Solutions, Inc. | 1,500 | $76.8K | 0.04% | +1,500 | New |
| Hexagon Capital Partners LLC | 1,297 | $66.4K | 0.02% | +688+113.0% | Added |
| Ci Investments Inc. | 1,160 | $59.0K | 0.00% | +1,160 | New |
| Kapitalo Investimentos Ltda | 1,105 | $56.6K | 0.01% | +1,105 | New |
| KBC Group NV | 1,087 | $56.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,144 | $55.6K | 0.00% | −200−14.9% | Reduced |
| First Manhattan Co | 1,000 | $51.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 970 | $49.7K | 0.01% | +12+1.3% | Added |
| Brown Shipley& Co Ltd | 889 | $45.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 850 | $42.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 747 | $38.2K | 0.01% | +747 | New |
| NBC Securities, Inc. | 755 | $38.0K | 0.00% | +2+0.3% | Added |
| Daiwa Securities Group Inc. | 700 | $36.0K | 0.00% | +700 | New |
| Retirement Group, LLC | 525 | $26.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 460 | $23.6K | 0.00% | +460 | New |
| Sound Income Strategies, LLC | 427 | $21.9K | 0.00% | +48+12.7% | Added |
| Quarry LP | 419 | $21.5K | 0.01% | +419 | New |
| CWM, LLC | 392 | $20.0K | 0.00% | +209+114.2% | Added |
| Compagnie Lombard Odier SCmA | 366 | $18.7K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 340 | $17.4K | 0.00% | −64,548−99.5% | Reduced |
| Hantz Financial Services, Inc. | 326 | $17.0K | 0.00% | +4+1.2% | Added |
| Bell Investment Advisors, Inc | 329 | $16.8K | 0.00% | +22+7.2% | Added |
| GAMMA Investing LLC | 328 | $16.4K | 0.00% | +328 | New |
| Glen Eagle Advisors, LLC | 318 | $16.3K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 250 | $12.8K | 0.00% | +250 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 242 | $12.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 239 | $12.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 229 | $11.7K | 0.00% | −51−18.2% | Reduced |
| Atlantic Trust, LLC | 200 | $10.2K | 0.00% | +200 | New |