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, Q2 2024
Institutional positions in Jackson Financial Inc. as of Jun 30, 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
- 384
- +22 vs. Q1 2024
- Shares held
- 68.4M
- −1.00M (−1.4%) vs. Q1 2024
- Total value
- $5.08B
- +$496.1M (+10.8%) vs. Q1 2024
- New holders
- 51
- 131 more added
- Sold out
- 29
- 159 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,998,598 | $742.5M | 0.01% | −516,837−4.9% | Reduced |
| BlackRock Inc. | 7,406,121 | $550.0M | 0.01% | −163,844−2.2% | Reduced |
| Dimensional Fund Advisors LP | 4,471,335 | $332.0M | 0.09% | +163,598+3.8% | Added |
| First Trust Advisors LP | 3,812,989 | $283.2M | 0.29% | −287,772−7.0% | Reduced |
| State Street Corp | 3,113,655 | $231.2M | 0.01% | −268,166−7.9% | Reduced |
| HSBC Holdings PLC | 2,208,821 | $166.0M | 0.11% | −371,762−14.4% | Reduced |
| Donald Smith & Co., Inc. | 2,174,622 | $161.5M | 4.12% | −201,854−8.5% | Reduced |
| Geode Capital Management, LLC | 1,941,625 | $144.2M | 0.01% | +242,436+14.3% | Added |
| American Century Companies Inc | 1,623,071 | $120.5M | 0.07% | +98,792+6.5% | Added |
| Goldman Sachs Group Inc | 1,583,492 | $117.6M | 0.02% | −74,331−4.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,475,500 | $109.6M | 0.10% | +13,445+0.9% | Added |
| Morgan Stanley | 1,465,453 | $108.8M | 0.01% | −167,922−10.3% | Reduced |
| Price T Rowe Associates Inc | 1,272,613 | $94.5M | 0.01% | −1,194,377−48.4% | Reduced |
| Acadian Asset Management LLC | 1,219,218 | $90.5M | 0.28% | +724,148+146.3% | Added |
| Jacobs Levy Equity Management, Inc | 1,157,471 | $86.0M | 0.36% | +51,408+4.6% | Added |
| Norges Bank | 1,126,118 | $83.6M | 0.01% | −142,973−11.3% | Reduced |
| Federated Hermes, Inc. | 978,301 | $72.6M | 0.17% | +99,992+11.4% | Added |
| Bank of New York Mellon Corp | 937,158 | $69.6M | 0.01% | −25,224−2.6% | Reduced |
| Northern Trust Corp | 774,490 | $57.5M | 0.01% | −30,677−3.8% | Reduced |
| Allianz Asset Management GmbH | 764,838 | $56.8M | 0.09% | +468,860+158.4% | Added |
| Nuveen Asset Management, LLC | 762,212 | $56.6M | 0.02% | +93,430+14.0% | Added |
| Charles Schwab Investment Management Inc | 750,383 | $55.7M | 0.01% | −14,023−1.8% | Reduced |
| Mangrove Partners | 691,869 | $51.4M | 4.62% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 571,592 | $42.4M | 0.40% | −22,642−3.8% | Reduced |
| Invesco Ltd. | 549,527 | $40.8M | 0.01% | −60,516−9.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 511,688 | $38.0M | 0.06% | −119,606−18.9% | Reduced |
| JPMorgan Chase & Co | 496,893 | $36.9M | 0.00% | −199,836−28.7% | Reduced |
| LSV Asset Management | 439,339 | $32.6M | 0.07% | +422,175+2,459.7% | Added |
| Principal Financial Group Inc | 405,952 | $30.1M | 0.02% | −21,918−5.1% | Reduced |
| Ameriprise Financial Inc | 391,451 | $29.1M | 0.01% | −102,585−20.8% | Reduced |
| Russell Investments Group, Ltd. | 391,154 | $28.9M | 0.05% | +82,866+26.9% | Added |
| Lazard Asset Management LLC | 356,576 | $26.5M | 0.03% | +94,595+36.1% | Added |
| CBOE Vest Financial, LLC | 317,641 | $23.6M | 0.57% | +18,713+6.3% | Added |
| Raymond James & Associates | 278,071 | $20.6M | 0.01% | +231,489+496.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 250,183 | $18.6M | 0.02% | +24,680+10.9% | Added |
| Rhumbline Advisers | 242,093 | $18.0M | 0.02% | −4,913−2.0% | Reduced |
| UBS Group AG | 236,233 | $17.5M | 0.01% | +110,833+88.4% | Added |
| Wells Fargo & Company | 234,486 | $17.4M | 0.00% | +11,674+5.2% | Added |
| Brandywine Global Investment Management, LLC | 233,236 | $17.3M | 0.13% | +9,516+4.3% | Added |
| Candriam Luxembourg S.C.A. | 232,546 | $17.3M | 0.10% | −13,337−5.4% | Reduced |
| Legal & General Group Plc | 230,284 | $17.1M | 0.00% | +27,967+13.8% | Added |
| Bank of America Corp | 230,057 | $17.1M | 0.00% | +71,262+44.9% | Added |
| Man Group plc | 222,044 | $16.5M | 0.04% | −29,121−11.6% | Reduced |
| Voloridge Investment Management, LLC | 215,965 | $16.0M | 0.06% | −115,645−34.9% | Reduced |
| Victory Capital Management Inc | 211,138 | $15.7M | 0.02% | −29,601−12.3% | Reduced |
| Ibex Wealth Advisors | 187,852 | $13.9M | 2.18% | +187,852 | New |
| Woodline Partners LP | 181,740 | $13.5M | 0.13% | +117,891+184.6% | Added |
| Canada Pension Plan Investment Board | 177,000 | $13.1M | 0.01% | −109,000−38.1% | Reduced |
| UBS Asset Management Americas Inc | 171,360 | $12.7M | 0.00% | +86,801+102.7% | Added |
| LPL Financial LLC | 166,068 | $12.3M | 0.01% | −10,153−5.8% | Reduced |
| Alliancebernstein L.P. | 165,667 | $12.3M | 0.00% | +2,883+1.8% | Added |
| California Public Employees Retirement System | 159,397 | $11.8M | 0.01% | +15,813+11.0% | Added |
| Churchill Management Corp | 159,357 | $11.8M | 0.14% | +159,357 | New |
| Qube Research & Technologies Ltd | 158,122 | $11.7M | 0.02% | −99,507−38.6% | Reduced |
| Commonwealth Equity Services, LLC | 155,708 | $11.6M | 0.02% | −1,341−0.9% | Reduced |
| Jane Street Group, LLC | 154,456 | $11.5M | 0.01% | +143,241+1,277.2% | Added |
| Swiss National Bank | 150,700 | $11.2M | 0.01% | +9,500+6.7% | Added |
| Public Sector Pension Investment Board | 149,311 | $11.1M | 0.07% | +4,279+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 147,000 | $10.9M | 0.03% | −184,000−55.6% | Reduced |
| Miller Value Partners, LLC | 145,835 | $10.8M | 6.92% | −6,775−4.4% | Reduced |
| AQR Capital Management LLC | 145,708 | $10.8M | 0.02% | −22,654−13.5% | Reduced |
| Royal Bank of Canada | 144,958 | $10.8M | 0.00% | +45,222+45.3% | Added |
| SEI Investments Co | 143,245 | $10.6M | 0.02% | +24,143+20.3% | Added |
| Millennium Management LLC | 134,807 | $10.0M | 0.01% | +115,584+601.3% | Added |
| Prudential Financial Inc | 129,165 | $9.59M | 0.01% | −9,595−6.9% | Reduced |
| Massachusetts Financial Services Co | 127,946 | $9.50M | 0.00% | +8,142+6.8% | Added |
| Gator Capital Management, LLC | 120,670 | $8.96M | 4.55% | −19,430−13.9% | Reduced |
| Advisor Group Holdings, Inc. | 118,285 | $8.80M | 0.02% | −18,143−13.3% | Reduced |
| Easterly Investment Partners LLC | 118,267 | $8.78M | 0.77% | +54,068+84.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 116,699 | $8.67M | 0.02% | +17,795+18.0% | Added |
| DekaBank Deutsche Girozentrale | 118,052 | $8.52M | 0.02% | +9,108+8.4% | Added |
| Ancora Advisors, LLC | 109,757 | $8.15M | 0.20% | −32,463−22.8% | Reduced |
| Bridgeway Capital Management, LLC | 108,792 | $8.08M | 0.19% | −20,700−16.0% | Reduced |
| Schroder Investment Management Group | 105,815 | $7.86M | 0.01% | −52,765−33.3% | Reduced |
| Franklin Resources Inc | 97,961 | $7.27M | 0.00% | −4,303−4.2% | Reduced |
| Edgestream Partners, L.P. | 96,880 | $7.19M | 0.35% | +52,013+115.9% | Added |
| Denali Advisors LLC | 93,600 | $6.95M | 1.90% | +2,400+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,118 | $6.92M | 0.03% | +12,657+15.7% | Added |
| HRT Financial LP | 92,932 | $6.90M | 0.04% | +92,932 | New |
| Susquehanna Portfolio Strategies, LLC | 92,337 | $6.86M | 0.28% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 90,932 | $6.75M | 0.58% | 00.0% | Unchanged |
| Caxton Associates LP | 88,491 | $6.57M | 0.26% | −2,923−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 85,638 | $6.36M | 0.11% | +85,638 | New |
| Assetmark, Inc | 84,917 | $6.31M | 0.02% | +5,065+6.3% | Added |
| FMR LLC | 84,707 | $6.29M | 0.00% | +79,638+1,571.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 84,022 | $6.24M | 0.02% | −13,052−13.4% | Reduced |
| AXA S.A. | 76,598 | $5.69M | 0.02% | +76,598 | New |
| California State Teachers Retirement System | 75,634 | $5.62M | 0.01% | +2,382+3.3% | Added |
| Robeco Institutional Asset Management B.V. | 73,242 | $5.44M | 0.01% | −435−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,560 | $5.31M | 0.05% | +10,421+17.0% | Added |
| Squarepoint Ops LLC | 71,027 | $5.27M | 0.02% | −55,703−44.0% | Reduced |
| Jefferies Financial Group Inc. | 65,000 | $4.83M | 0.09% | +65,000 | New |
| Beacon Pointe Advisors, LLC | 63,759 | $4.73M | 0.06% | −20,300−24.1% | Reduced |
| Cetera Investment Advisers | 63,707 | $4.73M | 0.01% | +6,079+10.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 61,151 | $4.54M | 0.01% | +61,151 | New |
| Citigroup Inc | 60,030 | $4.46M | 0.00% | +1,929+3.3% | Added |
| New York State Common Retirement Fund | 57,552 | $4.27M | 0.01% | −9,505−14.2% | Reduced |
| Thrivent Financial for Lutherans | 56,346 | $4.18M | 0.01% | −5,035−8.2% | Reduced |
| Graham Capital Management, L.P. | 55,589 | $4.13M | 0.14% | −11,279−16.9% | Reduced |
| New York State Teachers Retirement System | 55,012 | $4.08M | 0.01% | −1,343−2.4% | Reduced |