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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.

Institutional holdersQ4 2023: 348 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 251 institutionsQ4 2021: 226 institutionsQ1 2022: 215 institutionsQ2 2022: 228 institutionsQ3 2022: 247 institutionsQ4 2022: 292 institutionsQ1 2023: 301 institutionsQ2 2023: 285 institutionsQ3 2023: 298 institutionsQ4 2023: 348 institutionsQ1 2024: 367 institutionsQ2 2024: 384 institutionsQ3 2024: 410 institutionsQ4 2024: 439 institutionsQ1 2025: 455 institutionsQ2 2025: 460 institutionsQ3 2025: 479 institutionsQ4 2025: 515 institutionsQ1 2026: 517 institutionsQ2 2026: 506 institutions
Value heldQ4 2023: $3.56B
Q1 2021: $0Q2 2021: $0Q3 2021: $1.46BQ4 2021: $2.54BQ1 2022: $2.38BQ2 2022: $1.75BQ3 2022: $1.91BQ4 2022: $2.27BQ1 2023: $2.40BQ2 2023: $2.00BQ3 2023: $2.73BQ4 2023: $3.56BQ1 2024: $4.60BQ2 2024: $5.08BQ3 2024: $6.18BQ4 2024: $5.96BQ1 2025: $5.50BQ2 2025: $5.59BQ3 2025: $6.03BQ4 2025: $6.39BQ1 2026: $6.62BQ2 2026: $6.46B
Institutions holding JXN and their total value by quarter
QuarterHoldersValue
Q2 2026506$6.46B
Q1 2026517$6.62B
Q4 2025515$6.39B
Q3 2025479$6.03B
Q2 2025460$5.59B
Q1 2025455$5.50B
Q4 2024439$5.96B
Q3 2024410$6.18B
Q2 2024384$5.08B
Q1 2024367$4.60B
Q4 2023348$3.56B
Q3 2023298$2.73B
Q2 2023285$2.00B
Q1 2023301$2.40B
Q4 2022292$2.27B
Q3 2022247$1.91B
Q2 2022228$1.75B
Q1 2022215$2.38B
Q4 2021226$2.54B
Q3 2021251$1.46B
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2023.

Institutions holding JXN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TD Waterhouse Canada Inc.196$9.63K0.00%+196New
Ibex Wealth Advisors180$9.22K2.00%−176,633−99.9%Reduced
Credit Agricole S A140$7.17K0.00%+140New
Wellington Shields Capital Management, LLC138$7.07K0.00%00.0%Unchanged
Private Wealth Management Group, LLC132$6.76K0.00%+132New
Versant Capital Management, Inc131$6.71K0.00%+70+114.8%Added
WealthCollab, LLC127$6.50K0.01%+127New
Lindbrook Capital, LLC118$6.04K0.00%−2−1.7%Reduced
Fortitude Family Office, LLC104$5.33K0.00%+104New
Fifth Third Bancorp103$5.27K0.00%+93+930.0%Added
Ronald Blue Trust, Inc.109$5.00K0.00%+99+990.0%Added
C M Bidwell & Associates Ltd86$4.40K0.00%+86New
EverSource Wealth Advisors, LLC79$4.04K0.00%+66+507.7%Added
Advisory Services Network, LLC76$3.92K0.00%+76New
Farther Finance Advisors, LLC73$3.74K0.00%−707−90.6%Reduced
ClariVest Asset Management LLC68$3.48K0.00%00.0%Unchanged
First Horizon Advisors, Inc.65$3.33K0.00%+16+32.7%Added
LGT Financial Advisors LLC62$3.17K0.00%00.0%Unchanged
Bessemer Group Inc64$3.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC57$2.92K0.00%+57New
JFS Wealth Advisors, LLC51$2.61K0.00%+13+34.2%Added
Naples Money Management LLC51$2.61K0.00%+51New
Quadrant Capital Group LLC50$2.56K0.00%−17−25.4%Reduced
Red Tortoise LLC47$2.41K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc46$2.35K0.00%+6+15.0%Added
Ashburton (Jersey) Ltd42$2.00K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA39$2.00K0.00%+39New
Massmutual Trust Co FSB38$1.95K0.00%+8+26.7%Added
Parallel Advisors, LLC37$1.89K0.00%−22−37.3%Reduced
US Bancorp32$1.64K0.00%−1−3.0%Reduced
Whittier Trust Co of Nevada Inc30$1.54K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC23$1.18K0.00%00.0%Unchanged
SJS Investment Consulting Inc.23$1.18K0.00%+5+27.8%Added
RFP Financial Group LLC22$1.13K0.00%00.0%Unchanged
Allworth Financial LP16$8200.00%+16New
National Bank of Canada16$8060.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.15$7670.00%+15New
DiNuzzo Private Wealth, Inc.12$6150.00%+12New
AdvisorNet Financial, Inc10$5120.00%+10New
Parkside Financial Bank & Trust8$4100.00%−22−73.3%Reduced
Livelsberger Financial Advisory8$4070.00%+8New
Abound Wealth Management7$3590.00%+7New
Sugarloaf Wealth Management, LLC3$1540.00%00.0%Unchanged
McIlrath & Eck, LLC3$1540.00%00.0%Unchanged
Fairman Group, LLC2$1020.00%+2New
River & Mercantile Asset Management LLP1$510.00%00.0%Unchanged
Zions Bancorporation, N.A.1$510.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.1$00.00%+1New
Hudson Bay Capital Management LP0$00.00%−200,000−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−121,559−100.0%Sold out
Seven Eight Capital, LP0$00.00%−32,955−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−25,440−100.0%Sold out
Marshall Wace, LLP0$00.00%−22,424−100.0%Sold out
Sigma Planning Corp0$00.00%−22,378−100.0%Sold out
Wolverine Trading, LLC0$00.00%−20,355−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−17,517−100.0%Sold out
Quantbot Technologies LP0$00.00%−15,648−100.0%Sold out
Wesbanco Bank Inc0$00.00%−14,009−100.0%Sold out
Independent Financial Group, LLC0$00.00%−13,037−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−12,112−100.0%Sold out
Magnetar Financial LLC0$00.00%−9,752−100.0%Sold out
Cetera Investment Advisers0$00.00%−7,156−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−6,337−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,522−100.0%Sold out
Optimum Investment Advisors0$00.00%−500−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−500−100.0%Sold out
Quintet Private Bank (Europe) S.A.0$00.00%−427−100.0%Sold out
Founders Capital Management0$00.00%−400−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−229−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−175−100.0%Sold out
Earnest Partners LLC0$00.00%−7−100.0%Sold out
Tfo-TDC, LLC0$00.00%−8−100.0%Sold out
Delta Asset Management LLC0$00.00%−3−100.0%Sold out
Concord Wealth Partners0$00.00%−1−100.0%Sold out
Quilter Plc0$00.00%−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