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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 84,917 | $6.31M | 0.02% | +5,065+6.3% | Added |
| Segall Bryant & Hamill, LLC | 85,638 | $6.36M | 0.11% | +85,638 | New |
| Caxton Associates LP | 88,491 | $6.57M | 0.26% | −2,923−3.2% | Reduced |
| Wesleyan Assurance Society | 90,932 | $6.75M | 0.58% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 92,337 | $6.86M | 0.28% | 00.0% | Unchanged |
| HRT Financial LP | 92,932 | $6.90M | 0.04% | +92,932 | New |
| Cambridge Investment Research Advisors, Inc. | 93,118 | $6.92M | 0.03% | +12,657+15.7% | Added |
| Denali Advisors LLC | 93,600 | $6.95M | 1.90% | +2,400+2.6% | Added |
| Edgestream Partners, L.P. | 96,880 | $7.19M | 0.35% | +52,013+115.9% | Added |
| Franklin Resources Inc | 97,961 | $7.27M | 0.00% | −4,303−4.2% | Reduced |
| Schroder Investment Management Group | 105,815 | $7.86M | 0.01% | −52,765−33.3% | Reduced |
| Bridgeway Capital Management, LLC | 108,792 | $8.08M | 0.19% | −20,700−16.0% | Reduced |
| Ancora Advisors, LLC | 109,757 | $8.15M | 0.20% | −32,463−22.8% | Reduced |
| DekaBank Deutsche Girozentrale | 118,052 | $8.52M | 0.02% | +9,108+8.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 116,699 | $8.67M | 0.02% | +17,795+18.0% | Added |
| Easterly Investment Partners LLC | 118,267 | $8.78M | 0.77% | +54,068+84.2% | Added |
| Advisor Group Holdings, Inc. | 118,285 | $8.80M | 0.02% | −18,143−13.3% | Reduced |
| Gator Capital Management, LLC | 120,670 | $8.96M | 4.55% | −19,430−13.9% | Reduced |
| Massachusetts Financial Services Co | 127,946 | $9.50M | 0.00% | +8,142+6.8% | Added |
| Prudential Financial Inc | 129,165 | $9.59M | 0.01% | −9,595−6.9% | Reduced |
| Millennium Management LLC | 134,807 | $10.0M | 0.01% | +115,584+601.3% | Added |
| SEI Investments Co | 143,245 | $10.6M | 0.02% | +24,143+20.3% | Added |
| Royal Bank of Canada | 144,958 | $10.8M | 0.00% | +45,222+45.3% | Added |
| AQR Capital Management LLC | 145,708 | $10.8M | 0.02% | −22,654−13.5% | Reduced |
| Miller Value Partners, LLC | 145,835 | $10.8M | 6.92% | −6,775−4.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 147,000 | $10.9M | 0.03% | −184,000−55.6% | Reduced |
| Public Sector Pension Investment Board | 149,311 | $11.1M | 0.07% | +4,279+3.0% | Added |
| Swiss National Bank | 150,700 | $11.2M | 0.01% | +9,500+6.7% | Added |
| Jane Street Group, LLC | 154,456 | $11.5M | 0.01% | +143,241+1,277.2% | Added |
| Commonwealth Equity Services, LLC | 155,708 | $11.6M | 0.02% | −1,341−0.9% | Reduced |
| Qube Research & Technologies Ltd | 158,122 | $11.7M | 0.02% | −99,507−38.6% | Reduced |
| Churchill Management Corp | 159,357 | $11.8M | 0.14% | +159,357 | New |
| California Public Employees Retirement System | 159,397 | $11.8M | 0.01% | +15,813+11.0% | Added |
| Alliancebernstein L.P. | 165,667 | $12.3M | 0.00% | +2,883+1.8% | Added |
| LPL Financial LLC | 166,068 | $12.3M | 0.01% | −10,153−5.8% | Reduced |
| UBS Asset Management Americas Inc | 171,360 | $12.7M | 0.00% | +86,801+102.7% | Added |
| Canada Pension Plan Investment Board | 177,000 | $13.1M | 0.01% | −109,000−38.1% | Reduced |
| Woodline Partners LP | 181,740 | $13.5M | 0.13% | +117,891+184.6% | Added |
| Ibex Wealth Advisors | 187,852 | $13.9M | 2.18% | +187,852 | New |
| Victory Capital Management Inc | 211,138 | $15.7M | 0.02% | −29,601−12.3% | Reduced |
| Voloridge Investment Management, LLC | 215,965 | $16.0M | 0.06% | −115,645−34.9% | Reduced |
| Man Group plc | 222,044 | $16.5M | 0.04% | −29,121−11.6% | Reduced |
| Bank of America Corp | 230,057 | $17.1M | 0.00% | +71,262+44.9% | Added |
| Legal & General Group Plc | 230,284 | $17.1M | 0.00% | +27,967+13.8% | Added |
| Candriam Luxembourg S.C.A. | 232,546 | $17.3M | 0.10% | −13,337−5.4% | Reduced |
| Brandywine Global Investment Management, LLC | 233,236 | $17.3M | 0.13% | +9,516+4.3% | Added |
| Wells Fargo & Company | 234,486 | $17.4M | 0.00% | +11,674+5.2% | Added |
| UBS Group AG | 236,233 | $17.5M | 0.01% | +110,833+88.4% | Added |
| Rhumbline Advisers | 242,093 | $18.0M | 0.02% | −4,913−2.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 250,183 | $18.6M | 0.02% | +24,680+10.9% | Added |
| Raymond James & Associates | 278,071 | $20.6M | 0.01% | +231,489+496.9% | Added |
| CBOE Vest Financial, LLC | 317,641 | $23.6M | 0.57% | +18,713+6.3% | Added |
| Lazard Asset Management LLC | 356,576 | $26.5M | 0.03% | +94,595+36.1% | Added |
| Russell Investments Group, Ltd. | 391,154 | $28.9M | 0.05% | +82,866+26.9% | Added |
| Ameriprise Financial Inc | 391,451 | $29.1M | 0.01% | −102,585−20.8% | Reduced |
| Principal Financial Group Inc | 405,952 | $30.1M | 0.02% | −21,918−5.1% | Reduced |
| LSV Asset Management | 439,339 | $32.6M | 0.07% | +422,175+2,459.7% | Added |
| JPMorgan Chase & Co | 496,893 | $36.9M | 0.00% | −199,836−28.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 511,688 | $38.0M | 0.06% | −119,606−18.9% | Reduced |
| Invesco Ltd. | 549,527 | $40.8M | 0.01% | −60,516−9.9% | Reduced |
| Jupiter Asset Management Ltd | 571,592 | $42.4M | 0.40% | −22,642−3.8% | Reduced |
| Mangrove Partners | 691,869 | $51.4M | 4.62% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 750,383 | $55.7M | 0.01% | −14,023−1.8% | Reduced |
| Nuveen Asset Management, LLC | 762,212 | $56.6M | 0.02% | +93,430+14.0% | Added |
| Allianz Asset Management GmbH | 764,838 | $56.8M | 0.09% | +468,860+158.4% | Added |
| Northern Trust Corp | 774,490 | $57.5M | 0.01% | −30,677−3.8% | Reduced |
| Bank of New York Mellon Corp | 937,158 | $69.6M | 0.01% | −25,224−2.6% | Reduced |
| Federated Hermes, Inc. | 978,301 | $72.6M | 0.17% | +99,992+11.4% | Added |
| Norges Bank | 1,126,118 | $83.6M | 0.01% | −142,973−11.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,157,471 | $86.0M | 0.36% | +51,408+4.6% | Added |
| Acadian Asset Management LLC | 1,219,218 | $90.5M | 0.28% | +724,148+146.3% | Added |
| Price T Rowe Associates Inc | 1,272,613 | $94.5M | 0.01% | −1,194,377−48.4% | Reduced |
| Morgan Stanley | 1,465,453 | $108.8M | 0.01% | −167,922−10.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,475,500 | $109.6M | 0.10% | +13,445+0.9% | Added |
| Goldman Sachs Group Inc | 1,583,492 | $117.6M | 0.02% | −74,331−4.5% | Reduced |
| American Century Companies Inc | 1,623,071 | $120.5M | 0.07% | +98,792+6.5% | Added |
| Geode Capital Management, LLC | 1,941,625 | $144.2M | 0.01% | +242,436+14.3% | Added |
| Donald Smith & Co., Inc. | 2,174,622 | $161.5M | 4.12% | −201,854−8.5% | Reduced |
| HSBC Holdings PLC | 2,208,821 | $166.0M | 0.11% | −371,762−14.4% | Reduced |
| State Street Corp | 3,113,655 | $231.2M | 0.01% | −268,166−7.9% | Reduced |
| First Trust Advisors LP | 3,812,989 | $283.2M | 0.29% | −287,772−7.0% | Reduced |
| Dimensional Fund Advisors LP | 4,471,335 | $332.0M | 0.09% | +163,598+3.8% | Added |
| BlackRock Inc. | 7,406,121 | $550.0M | 0.01% | −163,844−2.2% | Reduced |
| Vanguard Group Inc | 9,998,598 | $742.5M | 0.01% | −516,837−4.9% | Reduced |
| Ruffer LLP | 0 | $0 | 0.00% | −481,709−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −103,600−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −61,924−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −45,762−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −42,653−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −28,332−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −35,595−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,005−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,521−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |