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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 3,712 | $246.0K | 0.00% | +1,588+74.8% | Added |
| StoneX Group Inc. | 3,773 | $249.5K | 0.02% | −1,747−31.6% | Reduced |
| Mariner, LLC | 3,786 | $250.4K | 0.00% | +3,786 | New |
| Lincoln National Corp | 3,804 | $251.6K | 0.00% | +3,804 | New |
| Counterpoint Mutual Funds LLC | 3,841 | $254.0K | 0.06% | −277−6.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,053 | $268.1K | 0.00% | −1,209−23.0% | Reduced |
| Leonteq Securities AG | 4,112 | $272.0K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,145 | $272.0K | 0.00% | −1,566−27.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,199 | $277.7K | 0.00% | −929−18.1% | Reduced |
| Metropolitan Life Insurance Co | 4,206 | $278.2K | 0.01% | −477−10.2% | Reduced |
| Ritholtz Wealth Management | 4,284 | $283.4K | 0.01% | +4,284 | New |
| Avantax Advisory Services, Inc. | 4,390 | $290.4K | 0.00% | −96−2.1% | Reduced |
| Quest Partners LLC | 4,391 | $290.4K | 0.05% | +4,391 | New |
| Paloma Partners Management Co | 4,447 | $294.1K | 0.04% | +4,447 | New |
| Cerity Partners LLC | 4,470 | $295.6K | 0.00% | +4,470 | New |
| Samalin Investment Counsel, LLC | 4,483 | $296.5K | 0.14% | +4,483 | New |
| Western Wealth Management, LLC | 4,591 | $303.6K | 0.02% | −399−8.0% | Reduced |
| Daiwa Securities Group Inc. | 4,600 | $304.0K | 0.00% | +3,900+557.1% | Added |
| XTX Topco Ltd | 4,647 | $307.4K | 0.04% | +4,647 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,671 | $308.9K | 0.00% | −800−14.6% | Reduced |
| Harmony Asset Management LLC | 4,710 | $311.5K | 0.13% | +4,710 | New |
| Concorde Asset Management, LLC | 5,000 | $330.7K | 0.23% | −500−9.1% | Reduced |
| FMR LLC | 5,069 | $335.2K | 0.00% | +525+11.6% | Added |
| Paragon Capital Management Ltd | 5,103 | $337.6K | 0.06% | +44+0.9% | Added |
| Integrated Wealth Concepts LLC | 5,106 | $337.7K | 0.00% | −694−12.0% | Reduced |
| Belpointe Asset Management LLC | 5,123 | $338.8K | 0.03% | −2,577−33.5% | Reduced |
| Kames Capital plc | 5,176 | $342.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,180 | $342.6K | 0.01% | +5,180 | New |
| Bridgefront Capital, LLC | 5,184 | $342.9K | 0.26% | +5,184 | New |
| Crossmark Global Holdings, Inc. | 5,359 | $355.0K | 0.01% | +155+3.0% | Added |
| New York Life Investment Management LLC | 5,521 | $365.2K | 0.00% | +5,521 | New |
| Triumph Capital Management | 5,623 | $371.9K | 0.15% | −3,044−35.1% | Reduced |
| RWC Asset Management LLP | 5,735 | $379.3K | 0.02% | +5,735 | New |
| Centiva Capital, LP | 5,860 | $387.6K | 0.02% | −7,765−57.0% | Reduced |
| AlphaMark Advisors, LLC | 5,947 | $393.0K | 0.14% | −700−10.5% | Reduced |
| Dark Forest Capital Management LP | 6,005 | $397.2K | 0.07% | +6,005 | New |
| Xponance, Inc. | 6,069 | $401.4K | 0.00% | −162−2.6% | Reduced |
| Versor Investments LP | 6,200 | $410.1K | 0.08% | +6,200 | New |
| Qsemble Capital Management, LP | 6,255 | $413.7K | 0.09% | +6,255 | New |
| Vestcor Inc | 6,281 | $415.0K | 0.01% | −4,188−40.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,375 | $422.0K | 0.01% | −413−6.1% | Reduced |
| Alberta Investment Management Corp | 6,500 | $429.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,531 | $432.0K | 0.02% | −2,757−29.7% | Reduced |
| Toronto Dominion Bank | 6,647 | $439.6K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,676 | $441.6K | 0.00% | −109−1.6% | Reduced |
| Shell Asset Management Co | 6,136 | $456.0K | 0.02% | −609−9.0% | Reduced |
| Oppenheimer & Co Inc | 7,005 | $463.3K | 0.01% | −982−12.3% | Reduced |
| Mutual Advisors, LLC | 7,103 | $469.8K | 0.02% | +7,103 | New |
| JustInvest LLC | 7,155 | $473.2K | 0.01% | +980+15.9% | Added |
| STRS Ohio | 8,185 | $485.0K | 0.00% | −400−4.7% | Reduced |
| CIBC Asset Management Inc | 7,609 | $503.3K | 0.00% | −163−2.1% | Reduced |
| WBI Investments | 7,796 | $515.6K | 0.11% | −500−6.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,968 | $527.0K | 0.02% | −613−7.1% | Reduced |
| Jump Financial, LLC | 8,483 | $561.1K | 0.02% | +8,483 | New |
| Corton Capital Inc. | 8,773 | $580.2K | 0.21% | −12,193−58.2% | Reduced |
| Aquatic Capital Management LLC | 8,800 | $582.0K | 0.02% | +8,800 | New |
| QRG Capital Management, Inc. | 8,825 | $583.7K | 0.01% | +40+0.5% | Added |
| Everence Capital Management Inc | 8,980 | $594.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,219 | $609.8K | 0.01% | −349−3.6% | Reduced |
| Pictet Asset Management Holding SA | 9,221 | $609.9K | 0.00% | +408+4.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,263 | $612.7K | 0.10% | −436−4.5% | Reduced |
| Fernwood Investment Management, LLC | 9,275 | $613.4K | 0.18% | −400−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 9,367 | $619.5K | 0.02% | −449−4.6% | Reduced |
| State Board of Administration of Florida Retirement System | 16,900 | $632.2K | 0.00% | −6,760−28.6% | Reduced |
| Mercer Global Advisors Inc | 9,743 | $644.0K | 0.00% | +756+8.4% | Added |
| International Assets Investment Management, LLC | 9,755 | $645.3K | 0.07% | +43+0.4% | Added |
| Bank of Montreal | 9,820 | $651.8K | 0.00% | +948+10.7% | Added |
| Baird Financial Group, Inc. | 9,903 | $655.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 10,021 | $662.8K | 0.05% | +3,371+50.7% | Added |
| State of Wyoming | 10,041 | $664.1K | 0.11% | −4,230−29.6% | Reduced |
| CSS LLC | 10,228 | $676.5K | 0.05% | −672−6.2% | Reduced |
| US Bancorp | 10,666 | $705.4K | 0.00% | +10,634+33,231.3% | Added |
| Independent Advisor Alliance | 10,827 | $716.1K | 0.03% | +1,823+20.2% | Added |
| Capital Fund Management S.A. | 10,912 | $721.7K | 0.01% | −27,531−71.6% | Reduced |
| Verdad Advisers, LP | 11,140 | $736.8K | 0.80% | +11,140 | New |
| Jane Street Group, LLC | 11,215 | $741.8K | 0.00% | −117,008−91.3% | Reduced |
| Stratos Wealth Partners, LTD. | 11,472 | $758.8K | 0.01% | −5,366−31.9% | Reduced |
| Tactive Advisors, LLC | 11,650 | $770.5K | 0.41% | +11,650 | New |
| Cambria Investment Management, L.P. | 11,757 | $777.6K | 0.05% | +3,500+42.4% | Added |
| Two Sigma Investments, LP | 11,965 | $791.4K | 0.00% | −86,653−87.9% | Reduced |
| CI Private Wealth, LLC | 12,048 | $796.9K | 0.00% | +12,048 | New |
| Concurrent Investment Advisors, LLC | 12,168 | $804.8K | 0.03% | +6,490+114.3% | Added |
| Mutual of America Capital Management LLC | 12,190 | $806.2K | 0.01% | −194−1.6% | Reduced |
| Prospera Financial Services Inc | 12,286 | $812.6K | 0.02% | +20.0% | Added |
| Vise Technologies, Inc. | 12,309 | $814.1K | 0.16% | −2,503−16.9% | Reduced |
| Wellington Shields & Co., LLC | 12,411 | $820.9K | 0.28% | 00.0% | Unchanged |
| Strategic Advisors LLC | 13,000 | $859.8K | 0.17% | −6,200−32.3% | Reduced |
| UniSuper Management Pty Ltd | 13,099 | $866.4K | 0.01% | +13,099 | New |
| Lingohr & Partner Asset Management GmbH | 13,189 | $872.0K | 2.18% | +2,413+22.4% | Added |
| Handelsbanken Fonder AB | 13,600 | $900.0K | 0.00% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $902.0K | 0.01% | −1,804−11.7% | Reduced |
| Natixis Advisors, L.P. | 14,202 | $939.0K | 0.00% | +14,202 | New |
| Summit Global Investments | 14,284 | $945.0K | 0.07% | +2,590+22.1% | Added |
| Prelude Capital Management, LLC | 14,308 | $946.3K | 0.06% | +4,253+42.3% | Added |
| Private Advisor Group, LLC | 14,784 | $977.8K | 0.01% | +68+0.5% | Added |
| South Dakota Investment Council | 15,000 | $992.0K | 0.02% | +15,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,280 | $1.01M | 0.01% | +12+0.1% | Added |
| Kestra Advisory Services, LLC | 15,706 | $1.04M | 0.01% | +6,121+63.9% | Added |
| ProShare Advisors LLC | 15,902 | $1.05M | 0.00% | +612+4.0% | Added |
| Truist Financial Corp | 16,654 | $1.10M | 0.00% | +120+0.7% | Added |