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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 103,600 | $6.85M | 0.02% | +103,600 | New |
| DekaBank Deutsche Girozentrale | 108,944 | $7.07M | 0.01% | +11,328+11.6% | Added |
| Credit Suisse AG | 118,461 | $7.84M | 0.01% | +1,606+1.4% | Added |
| SEI Investments Co | 119,102 | $7.88M | 0.01% | −5,650−4.5% | Reduced |
| Massachusetts Financial Services Co | 119,804 | $7.92M | 0.00% | +22,413+23.0% | Added |
| UBS Group AG | 125,400 | $8.29M | 0.00% | +39,133+45.4% | Added |
| Squarepoint Ops LLC | 126,730 | $8.38M | 0.03% | −20,687−14.0% | Reduced |
| Bridgeway Capital Management, LLC | 129,492 | $8.56M | 0.17% | −30,000−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 136,428 | $9.03M | 0.02% | −7,434−5.2% | Reduced |
| Prudential Financial Inc | 138,760 | $9.18M | 0.01% | −14,875−9.7% | Reduced |
| Gator Capital Management, LLC | 140,100 | $9.27M | 4.95% | −11,400−7.5% | Reduced |
| Swiss National Bank | 141,200 | $9.34M | 0.01% | −4,100−2.8% | Reduced |
| Ancora Advisors, LLC | 142,220 | $9.41M | 0.22% | −20,917−12.8% | Reduced |
| California Public Employees Retirement System | 143,584 | $9.50M | 0.01% | −4,548−3.1% | Reduced |
| Public Sector Pension Investment Board | 145,032 | $9.59M | 0.07% | −1,800−1.2% | Reduced |
| Miller Value Partners, LLC | 152,610 | $10.1M | 6.45% | −47,145−23.6% | Reduced |
| Commonwealth Equity Services, LLC | 157,049 | $10.4M | 0.02% | −5,065−3.1% | Reduced |
| Schroder Investment Management Group | 158,580 | $10.5M | 0.01% | +158,580 | New |
| Bank of America Corp | 158,795 | $10.5M | 0.00% | −39,447−19.9% | Reduced |
| Alliancebernstein L.P. | 162,784 | $10.8M | 0.00% | +46,490+40.0% | Added |
| AQR Capital Management LLC | 168,362 | $11.1M | 0.02% | +22,944+15.8% | Added |
| LPL Financial LLC | 176,221 | $11.7M | 0.01% | +12,695+7.8% | Added |
| Legal & General Group Plc | 202,317 | $13.4M | 0.00% | −629−0.3% | Reduced |
| Wells Fargo & Company | 222,812 | $14.7M | 0.00% | −520.0% | Reduced |
| Brandywine Global Investment Management, LLC | 223,720 | $14.8M | 0.11% | −1,678−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 225,503 | $14.9M | 0.02% | +507+0.2% | Added |
| Victory Capital Management Inc | 240,739 | $15.9M | 0.02% | −8,005−3.2% | Reduced |
| Candriam Luxembourg S.C.A. | 245,883 | $16.3M | 0.10% | +4,911+2.0% | Added |
| Rhumbline Advisers | 247,006 | $16.3M | 0.02% | −6,800−2.7% | Reduced |
| Man Group plc | 251,165 | $16.6M | 0.04% | −154,285−38.1% | Reduced |
| Qube Research & Technologies Ltd | 257,629 | $17.0M | 0.03% | +257,629 | New |
| Lazard Asset Management LLC | 261,981 | $17.3M | 0.02% | +24,041+10.1% | Added |
| Canada Pension Plan Investment Board | 286,000 | $18.9M | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 295,978 | $19.6M | 0.03% | −91,790−23.7% | Reduced |
| CBOE Vest Financial, LLC | 298,928 | $19.8M | 0.52% | +294,219+6,248.0% | Added |
| Russell Investments Group, Ltd. | 308,288 | $20.4M | 0.03% | +40,001+14.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 331,000 | $21.9M | 0.08% | +331,000 | New |
| Voloridge Investment Management, LLC | 331,610 | $21.9M | 0.08% | +168,640+103.5% | Added |
| Principal Financial Group Inc | 427,870 | $28.3M | 0.02% | −20,428−4.6% | Reduced |
| Ruffer LLP | 481,709 | $31.9M | 1.23% | −696,646−59.1% | Reduced |
| Ameriprise Financial Inc | 494,036 | $32.7M | 0.01% | −3,496−0.7% | Reduced |
| Acadian Asset Management LLC | 495,070 | $32.7M | 0.11% | +45,332+10.1% | Added |
| Jupiter Asset Management Ltd | 594,234 | $39.3M | 0.38% | −46,230−7.2% | Reduced |
| Invesco Ltd. | 610,043 | $40.3M | 0.01% | +36,609+6.4% | Added |
| Allspring Global Investments Holdings, LLC | 631,294 | $41.8M | 0.07% | −275,875−30.4% | Reduced |
| Nuveen Asset Management, LLC | 668,782 | $44.2M | 0.01% | +146,982+28.2% | Added |
| Mangrove Partners | 691,869 | $45.8M | 3.95% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 696,729 | $46.1M | 0.00% | +11,195+1.6% | Added |
| Charles Schwab Investment Management Inc | 764,406 | $50.6M | 0.01% | −343,587−31.0% | Reduced |
| Northern Trust Corp | 805,167 | $53.3M | 0.01% | −16,374−2.0% | Reduced |
| Federated Hermes, Inc. | 878,309 | $58.1M | 0.13% | +357,043+68.5% | Added |
| Bank of New York Mellon Corp | 962,382 | $63.7M | 0.01% | −57,945−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,106,063 | $73.2M | 0.33% | +66,534+6.4% | Added |
| Norges Bank | 1,269,091 | $83.9M | 0.01% | +269,307+26.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,462,055 | $96.7M | 0.09% | +713,880+95.4% | Added |
| American Century Companies Inc | 1,524,279 | $100.8M | 0.06% | +335,675+28.2% | Added |
| Morgan Stanley | 1,633,375 | $108.0M | 0.01% | −307,806−15.9% | Reduced |
| Goldman Sachs Group Inc | 1,657,823 | $109.6M | 0.02% | −80,865−4.7% | Reduced |
| Geode Capital Management, LLC | 1,699,189 | $112.4M | 0.01% | +47,284+2.9% | Added |
| Donald Smith & Co., Inc. | 2,376,476 | $157.2M | 3.65% | +397,287+20.1% | Added |
| Price T Rowe Associates Inc | 2,466,990 | $163.2M | 0.02% | −629,850−20.3% | Reduced |
| HSBC Holdings PLC | 2,580,583 | $170.7M | 0.12% | −40,514−1.5% | Reduced |
| State Street Corp | 3,381,821 | $223.7M | 0.01% | −255,049−7.0% | Reduced |
| First Trust Advisors LP | 4,100,761 | $271.2M | 0.28% | +3,469,802+549.9% | Added |
| Dimensional Fund Advisors LP | 4,307,737 | $284.9M | 0.08% | +131,767+3.2% | Added |
| BlackRock Inc. | 7,569,965 | $500.7M | 0.01% | −57,833−0.8% | Reduced |
| Vanguard Group Inc | 10,515,435 | $695.5M | 0.01% | −142,554−1.3% | Reduced |
| Dodge & Cox | 0 | $0 | 0.00% | −3,071,598−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −330,800−100.0% | Sold out |
| Arbiter Partners Capital Management LLC | 0 | $0 | 0.00% | −70,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −63,096−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −57,594−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −45,229−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −35,464−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −34,072−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −33,321−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −27,309−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −21,846−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −14,015−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −13,414−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,795−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,130−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,113−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,065−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −8,869−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,048−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −180−100.0% | Sold out |