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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 17,157 | $1.13M | 0.00% | +17,157 | New |
| LSV Asset Management | 17,164 | $1.14M | 0.00% | +15,264+803.4% | Added |
| Two Sigma Advisers, LP | 17,300 | $1.14M | 0.00% | −360,000−95.4% | Reduced |
| Winton Group Ltd | 17,395 | $1.15M | 0.08% | +7,165+70.0% | Added |
| Colonial River Wealth Management, LLC | 17,570 | $1.16M | 0.66% | −2,212−11.2% | Reduced |
| Asset Allocation Strategies LLC | 18,807 | $1.24M | 0.44% | +1,497+8.6% | Added |
| Oregon Public Employees Retirement Fund | 18,977 | $1.26M | 0.02% | −1,669−8.1% | Reduced |
| Martingale Asset Management L P | 19,053 | $1.26M | 0.03% | +9,851+107.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 35,595 | $1.27M | 0.00% | −3,375−8.7% | Reduced |
| Millennium Management LLC | 19,223 | $1.27M | 0.00% | −2,604−11.9% | Reduced |
| Arizona State Retirement System | 19,664 | $1.30M | 0.01% | −945−4.6% | Reduced |
| MML Investors Services, LLC | 19,825 | $1.31M | 0.01% | −2,057−9.4% | Reduced |
| Teacher Retirement System of Texas | 21,525 | $1.42M | 0.01% | +5,851+37.3% | Added |
| ClearAlpha Technologies LP | 21,552 | $1.43M | 0.61% | −11,547−34.9% | Reduced |
| Pinnacle Holdings, LLC | 21,585 | $1.43M | 0.57% | 00.0% | Unchanged |
| Arden Trust Co | 21,732 | $1.44M | 0.20% | +411+1.9% | Added |
| Amalgamated Bank | 22,813 | $1.51M | 0.01% | −4,645−16.9% | Reduced |
| Ensign Peak Advisors, Inc | 23,076 | $1.53M | 0.00% | −1,164−4.8% | Reduced |
| RFG Advisory, LLC | 23,231 | $1.54M | 0.05% | −7,633−24.7% | Reduced |
| Oxbow Advisors, LLC | 23,478 | $1.55M | 0.21% | −943−3.9% | Reduced |
| National Asset Management, Inc. | 41,031 | $1.57M | 0.04% | +5,819+16.5% | Added |
| Capital Investment Advisory Services, LLC | 24,244 | $1.60M | 0.17% | −3,460−12.5% | Reduced |
| Maryland State Retirement & Pension System | 25,496 | $1.61M | 0.03% | −219−0.9% | Reduced |
| Amundi | 25,363 | $1.63M | 0.00% | +9,363+58.5% | Added |
| Pathstone Holdings, LLC | 25,099 | $1.66M | 0.01% | +479+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 25,500 | $1.69M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,925 | $1.78M | 0.00% | +105+0.4% | Added |
| State of Wisconsin Investment Board | 27,089 | $1.79M | 0.00% | +5,797+27.2% | Added |
| Voya Investment Management LLC | 27,651 | $1.83M | 0.00% | −5,273−16.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,728 | $1.83M | 0.09% | +27,728 | New |
| FORA Capital, LLC | 27,894 | $1.84M | 0.15% | +22,312+399.7% | Added |
| Cresset Asset Management, LLC | 28,145 | $1.86M | 0.01% | +28,145 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,148 | $1.86M | 0.01% | +5,884+26.4% | Added |
| Citadel Advisors LLC | 28,332 | $1.87M | 0.00% | +28,332 | New |
| Exchange Traded Concepts, LLC | 31,496 | $2.08M | 0.05% | +31,496 | New |
| Comerica Bank | 32,721 | $2.16M | 0.01% | −2,467−7.0% | Reduced |
| Storebrand Asset Management AS | 33,134 | $2.19M | 0.01% | −101−0.3% | Reduced |
| Yousif Capital Management, LLC | 33,677 | $2.23M | 0.02% | −1,483−4.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 33,855 | $2.24M | 0.36% | +538+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,155 | $2.26M | 0.00% | −2,171−6.0% | Reduced |
| EJF Capital LLC | 34,431 | $2.28M | 1.58% | −3,600−9.5% | Reduced |
| Entropy Technologies, LP | 34,457 | $2.28M | 0.24% | +28,226+453.0% | Added |
| Edentree Asset Management Ltd | 35,000 | $2.31M | 0.73% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 35,000 | $2.31M | 0.05% | −400−1.1% | Reduced |
| Rathbone Brothers plc | 35,509 | $2.35M | 0.01% | +1,505+4.4% | Added |
| Teza Capital Management LLC | 35,838 | $2.37M | 0.32% | +17,764+98.3% | Added |
| Janus Henderson Group PLC | 35,986 | $2.38M | 0.00% | −80.0% | Reduced |
| Stifel Financial Corp | 37,179 | $2.46M | 0.00% | −1,003−2.6% | Reduced |
| Assenagon Asset Management S.A. | 37,315 | $2.47M | 0.01% | −1,476−3.8% | Reduced |
| Alexander Labrunerie & Co., Inc. | 37,635 | $2.48M | 1.38% | +37,635 | New |
| Illinois Municipal Retirement Fund | 38,095 | $2.52M | 0.04% | −5,015−11.6% | Reduced |
| Quantbot Technologies LP | 38,249 | $2.53M | 0.14% | +38,249 | New |
| Atria Wealth Solutions, Inc. | 38,265 | $2.53M | 0.03% | +1,704+4.7% | Added |
| Susquehanna International Group, LLP | 39,469 | $2.61M | 0.00% | −112,528−74.0% | Reduced |
| Deutsche Bank AG | 39,598 | $2.62M | 0.00% | −146,224−78.7% | Reduced |
| Carson Advisory Inc. | 39,877 | $2.64M | 1.86% | −3,003−7.0% | Reduced |
| MetLife Investment Management | 40,867 | $2.70M | 0.02% | −2,247−5.2% | Reduced |
| American International Group, Inc. | 42,653 | $2.82M | 0.01% | −1,874−4.2% | Reduced |
| Janney Montgomery Scott LLC | 42,848 | $2.83M | 0.01% | +8,204+23.7% | Added |
| State of Alaska, Department of Revenue | 43,103 | $2.85M | 0.03% | −426−1.0% | Reduced |
| Naples Global Advisors, LLC | 43,611 | $2.88M | 0.30% | −898−2.0% | Reduced |
| Capital World Investors | 44,327 | $2.93M | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 44,867 | $2.97M | 0.15% | +624+1.4% | Added |
| Seven Eight Capital, LP | 45,762 | $3.03M | 0.32% | +45,762 | New |
| Manufacturers Life Insurance Company, The | 46,036 | $3.04M | 0.00% | +6,102+15.3% | Added |
| Raymond James & Associates | 46,582 | $3.08M | 0.00% | −3,236−6.5% | Reduced |
| Aristides Capital LLC | 48,000 | $3.17M | 1.34% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 48,241 | $3.19M | 0.01% | +2,436+5.3% | Added |
| Kendall Capital Management | 49,550 | $3.28M | 1.13% | −1,760−3.4% | Reduced |
| State of Tennessee, Treasury Department | 49,595 | $3.28M | 0.01% | −8,476−14.6% | Reduced |
| Norris Financial Group, LLC | 50,264 | $3.32M | 1.82% | −4,774−8.7% | Reduced |
| State of New Jersey Common Pension Fund D | 52,986 | $3.50M | 0.01% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 55,240 | $3.65M | 0.98% | −173−0.3% | Reduced |
| Algert Global LLC | 56,180 | $3.72M | 0.15% | +22,530+67.0% | Added |
| New York State Teachers Retirement System | 56,355 | $3.73M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 57,628 | $3.81M | 0.01% | +57,628 | New |
| Citigroup Inc | 58,101 | $3.84M | 0.00% | +7,619+15.1% | Added |
| O'Shaughnessy Asset Management, LLC | 61,139 | $4.04M | 0.04% | +14,848+32.1% | Added |
| Thrivent Financial for Lutherans | 61,381 | $4.06M | 0.01% | −1,667−2.6% | Reduced |
| Texas Permanent School Fund | 61,924 | $4.10M | 0.03% | +810+1.3% | Added |
| Woodline Partners LP | 63,849 | $4.22M | 0.04% | +63,849 | New |
| Easterly Investment Partners LLC | 64,199 | $4.25M | 0.32% | −3,039−4.5% | Reduced |
| Graham Capital Management, L.P. | 66,868 | $4.42M | 0.13% | +55,830+505.8% | Added |
| New York State Common Retirement Fund | 67,057 | $4.44M | 0.01% | −12,882−16.1% | Reduced |
| Mackenzie Financial Corp | 70,344 | $4.65M | 0.01% | +49,062+230.5% | Added |
| California State Teachers Retirement System | 73,252 | $4.84M | 0.01% | −6,073−7.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 73,677 | $4.87M | 0.01% | −3,412−4.4% | Reduced |
| Barclays PLC | 79,544 | $5.26M | 0.00% | −65,167−45.0% | Reduced |
| Assetmark, Inc | 79,852 | $5.28M | 0.02% | +35,514+80.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 80,461 | $5.32M | 0.02% | −2,153−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 84,059 | $5.56M | 0.06% | −2,484−2.9% | Reduced |
| UBS Asset Management Americas Inc | 84,559 | $5.59M | 0.00% | +2,497+3.0% | Added |
| Wesleyan Assurance Society | 90,932 | $6.01M | 0.53% | 00.0% | Unchanged |
| Denali Advisors LLC | 91,200 | $6.03M | 1.78% | −4,800−5.0% | Reduced |
| Caxton Associates LP | 91,414 | $6.05M | 0.41% | +1,494+1.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 92,337 | $6.11M | 0.14% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,074 | $6.42M | 0.02% | +22,658+30.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 98,904 | $6.54M | 0.01% | +10,487+11.9% | Added |
| Royal Bank of Canada | 99,736 | $6.60M | 0.00% | −24,592−19.8% | Reduced |
| Franklin Resources Inc | 102,264 | $6.76M | 0.00% | +66,998+190.0% | Added |