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, Q1 2024
Institutional positions in Jackson Financial Inc. as of Mar 31, 2024. 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
- 367
- +21 vs. Q4 2023
- Shares held
- 69.6M
- +69.5K (+0.1%) vs. Q4 2023
- Total value
- $4.60B
- +$1.04B (+29.1%) vs. Q4 2023
- New holders
- 59
- 111 more added
- Sold out
- 38
- 142 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,515,435 | $695.5M | 0.01% | −142,554−1.3% | Reduced |
| BlackRock Inc. | 7,569,965 | $500.7M | 0.01% | −57,833−0.8% | Reduced |
| Dimensional Fund Advisors LP | 4,307,737 | $284.9M | 0.08% | +131,767+3.2% | Added |
| First Trust Advisors LP | 4,100,761 | $271.2M | 0.28% | +3,469,802+549.9% | Added |
| State Street Corp | 3,381,821 | $223.7M | 0.01% | −255,049−7.0% | Reduced |
| HSBC Holdings PLC | 2,580,583 | $170.7M | 0.12% | −40,514−1.5% | Reduced |
| Price T Rowe Associates Inc | 2,466,990 | $163.2M | 0.02% | −629,850−20.3% | Reduced |
| Donald Smith & Co., Inc. | 2,376,476 | $157.2M | 3.65% | +397,287+20.1% | Added |
| Geode Capital Management, LLC | 1,699,189 | $112.4M | 0.01% | +47,284+2.9% | Added |
| Goldman Sachs Group Inc | 1,657,823 | $109.6M | 0.02% | −80,865−4.7% | Reduced |
| Morgan Stanley | 1,633,375 | $108.0M | 0.01% | −307,806−15.9% | Reduced |
| American Century Companies Inc | 1,524,279 | $100.8M | 0.06% | +335,675+28.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,462,055 | $96.7M | 0.09% | +713,880+95.4% | Added |
| Norges Bank | 1,269,091 | $83.9M | 0.01% | +269,307+26.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,106,063 | $73.2M | 0.33% | +66,534+6.4% | Added |
| Bank of New York Mellon Corp | 962,382 | $63.7M | 0.01% | −57,945−5.7% | Reduced |
| Federated Hermes, Inc. | 878,309 | $58.1M | 0.13% | +357,043+68.5% | Added |
| Northern Trust Corp | 805,167 | $53.3M | 0.01% | −16,374−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 764,406 | $50.6M | 0.01% | −343,587−31.0% | Reduced |
| JPMorgan Chase & Co | 696,729 | $46.1M | 0.00% | +11,195+1.6% | Added |
| Mangrove Partners | 691,869 | $45.8M | 3.95% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 668,782 | $44.2M | 0.01% | +146,982+28.2% | Added |
| Allspring Global Investments Holdings, LLC | 631,294 | $41.8M | 0.07% | −275,875−30.4% | Reduced |
| Invesco Ltd. | 610,043 | $40.3M | 0.01% | +36,609+6.4% | Added |
| Jupiter Asset Management Ltd | 594,234 | $39.3M | 0.38% | −46,230−7.2% | Reduced |
| Acadian Asset Management LLC | 495,070 | $32.7M | 0.11% | +45,332+10.1% | Added |
| Ameriprise Financial Inc | 494,036 | $32.7M | 0.01% | −3,496−0.7% | Reduced |
| Ruffer LLP | 481,709 | $31.9M | 1.23% | −696,646−59.1% | Reduced |
| Principal Financial Group Inc | 427,870 | $28.3M | 0.02% | −20,428−4.6% | Reduced |
| Voloridge Investment Management, LLC | 331,610 | $21.9M | 0.08% | +168,640+103.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 331,000 | $21.9M | 0.08% | +331,000 | New |
| Russell Investments Group, Ltd. | 308,288 | $20.4M | 0.03% | +40,001+14.9% | Added |
| CBOE Vest Financial, LLC | 298,928 | $19.8M | 0.52% | +294,219+6,248.0% | Added |
| Allianz Asset Management GmbH | 295,978 | $19.6M | 0.03% | −91,790−23.7% | Reduced |
| Canada Pension Plan Investment Board | 286,000 | $18.9M | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 261,981 | $17.3M | 0.02% | +24,041+10.1% | Added |
| Qube Research & Technologies Ltd | 257,629 | $17.0M | 0.03% | +257,629 | New |
| Man Group plc | 251,165 | $16.6M | 0.04% | −154,285−38.1% | Reduced |
| Rhumbline Advisers | 247,006 | $16.3M | 0.02% | −6,800−2.7% | Reduced |
| Candriam Luxembourg S.C.A. | 245,883 | $16.3M | 0.10% | +4,911+2.0% | Added |
| Victory Capital Management Inc | 240,739 | $15.9M | 0.02% | −8,005−3.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 225,503 | $14.9M | 0.02% | +507+0.2% | Added |
| Brandywine Global Investment Management, LLC | 223,720 | $14.8M | 0.11% | −1,678−0.7% | Reduced |
| Wells Fargo & Company | 222,812 | $14.7M | 0.00% | −520.0% | Reduced |
| Legal & General Group Plc | 202,317 | $13.4M | 0.00% | −629−0.3% | Reduced |
| LPL Financial LLC | 176,221 | $11.7M | 0.01% | +12,695+7.8% | Added |
| AQR Capital Management LLC | 168,362 | $11.1M | 0.02% | +22,944+15.8% | Added |
| Alliancebernstein L.P. | 162,784 | $10.8M | 0.00% | +46,490+40.0% | Added |
| Bank of America Corp | 158,795 | $10.5M | 0.00% | −39,447−19.9% | Reduced |
| Schroder Investment Management Group | 158,580 | $10.5M | 0.01% | +158,580 | New |
| Commonwealth Equity Services, LLC | 157,049 | $10.4M | 0.02% | −5,065−3.1% | Reduced |
| Miller Value Partners, LLC | 152,610 | $10.1M | 6.45% | −47,145−23.6% | Reduced |
| Public Sector Pension Investment Board | 145,032 | $9.59M | 0.07% | −1,800−1.2% | Reduced |
| California Public Employees Retirement System | 143,584 | $9.50M | 0.01% | −4,548−3.1% | Reduced |
| Ancora Advisors, LLC | 142,220 | $9.41M | 0.22% | −20,917−12.8% | Reduced |
| Swiss National Bank | 141,200 | $9.34M | 0.01% | −4,100−2.8% | Reduced |
| Gator Capital Management, LLC | 140,100 | $9.27M | 4.95% | −11,400−7.5% | Reduced |
| Prudential Financial Inc | 138,760 | $9.18M | 0.01% | −14,875−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 136,428 | $9.03M | 0.02% | −7,434−5.2% | Reduced |
| Bridgeway Capital Management, LLC | 129,492 | $8.56M | 0.17% | −30,000−18.8% | Reduced |
| Squarepoint Ops LLC | 126,730 | $8.38M | 0.03% | −20,687−14.0% | Reduced |
| UBS Group AG | 125,400 | $8.29M | 0.00% | +39,133+45.4% | Added |
| Massachusetts Financial Services Co | 119,804 | $7.92M | 0.00% | +22,413+23.0% | Added |
| SEI Investments Co | 119,102 | $7.88M | 0.01% | −5,650−4.5% | Reduced |
| Credit Suisse AG | 118,461 | $7.84M | 0.01% | +1,606+1.4% | Added |
| DekaBank Deutsche Girozentrale | 108,944 | $7.07M | 0.01% | +11,328+11.6% | Added |
| Point72 Asset Management, L.P. | 103,600 | $6.85M | 0.02% | +103,600 | New |
| Franklin Resources Inc | 102,264 | $6.76M | 0.00% | +66,998+190.0% | Added |
| Royal Bank of Canada | 99,736 | $6.60M | 0.00% | −24,592−19.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 98,904 | $6.54M | 0.01% | +10,487+11.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,074 | $6.42M | 0.02% | +22,658+30.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 92,337 | $6.11M | 0.14% | 00.0% | Unchanged |
| Caxton Associates LP | 91,414 | $6.05M | 0.41% | +1,494+1.7% | Added |
| Denali Advisors LLC | 91,200 | $6.03M | 1.78% | −4,800−5.0% | Reduced |
| Wesleyan Assurance Society | 90,932 | $6.01M | 0.53% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 84,559 | $5.59M | 0.00% | +2,497+3.0% | Added |
| Beacon Pointe Advisors, LLC | 84,059 | $5.56M | 0.06% | −2,484−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,461 | $5.32M | 0.02% | −2,153−2.6% | Reduced |
| Assetmark, Inc | 79,852 | $5.28M | 0.02% | +35,514+80.1% | Added |
| Barclays PLC | 79,544 | $5.26M | 0.00% | −65,167−45.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 73,677 | $4.87M | 0.01% | −3,412−4.4% | Reduced |
| California State Teachers Retirement System | 73,252 | $4.84M | 0.01% | −6,073−7.7% | Reduced |
| Mackenzie Financial Corp | 70,344 | $4.65M | 0.01% | +49,062+230.5% | Added |
| New York State Common Retirement Fund | 67,057 | $4.44M | 0.01% | −12,882−16.1% | Reduced |
| Graham Capital Management, L.P. | 66,868 | $4.42M | 0.13% | +55,830+505.8% | Added |
| Easterly Investment Partners LLC | 64,199 | $4.25M | 0.32% | −3,039−4.5% | Reduced |
| Woodline Partners LP | 63,849 | $4.22M | 0.04% | +63,849 | New |
| Texas Permanent School Fund | 61,924 | $4.10M | 0.03% | +810+1.3% | Added |
| Thrivent Financial for Lutherans | 61,381 | $4.06M | 0.01% | −1,667−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 61,139 | $4.04M | 0.04% | +14,848+32.1% | Added |
| Citigroup Inc | 58,101 | $3.84M | 0.00% | +7,619+15.1% | Added |
| Cetera Investment Advisers | 57,628 | $3.81M | 0.01% | +57,628 | New |
| New York State Teachers Retirement System | 56,355 | $3.73M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 56,180 | $3.72M | 0.15% | +22,530+67.0% | Added |
| Poehling Capital Management, LLC | 55,240 | $3.65M | 0.98% | −173−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 52,986 | $3.50M | 0.01% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 50,264 | $3.32M | 1.82% | −4,774−8.7% | Reduced |
| State of Tennessee, Treasury Department | 49,595 | $3.28M | 0.01% | −8,476−14.6% | Reduced |
| Kendall Capital Management | 49,550 | $3.28M | 1.13% | −1,760−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 48,241 | $3.19M | 0.01% | +2,436+5.3% | Added |