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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 11,736 | $871.5K | 0.05% | −21−0.2% | Reduced |
| Guggenheim Capital LLC | 11,724 | $870.6K | 0.01% | +8,580+272.9% | Added |
| Stratos Wealth Partners, LTD. | 11,510 | $854.7K | 0.01% | +38+0.3% | Added |
| CI Private Wealth, LLC | 11,326 | $841.2K | 0.00% | −722−6.0% | Reduced |
| Mutual of America Capital Management LLC | 11,157 | $828.5K | 0.01% | −1,033−8.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 11,077 | $823.0K | 2.06% | −2,112−16.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,926 | $811.4K | 0.04% | +10,926 | New |
| Friedenthal Financial | 10,805 | $802.4K | 0.50% | +10,805 | New |
| Paloma Partners Management Co | 10,447 | $775.8K | 0.07% | +6,000+134.9% | Added |
| Independent Advisor Alliance | 10,437 | $775.1K | 0.03% | −390−3.6% | Reduced |
| Verdad Advisers, LP | 10,330 | $767.1K | 0.89% | −810−7.3% | Reduced |
| Mercer Global Advisors Inc | 10,084 | $748.9K | 0.00% | +341+3.5% | Added |
| Pictet Asset Management Holding SA | 10,049 | $746.2K | 0.00% | +828+9.0% | Added |
| International Assets Investment Management, LLC | 9,954 | $739.2K | 0.07% | +199+2.0% | Added |
| Regal Investment Advisors LLC | 9,917 | $736.5K | 0.05% | −104−1.0% | Reduced |
| Baird Financial Group, Inc. | 9,881 | $733.8K | 0.00% | −22−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 9,870 | $732.9K | 0.02% | +503+5.4% | Added |
| Ritholtz Wealth Management | 9,779 | $726.2K | 0.02% | +5,495+128.3% | Added |
| CSS LLC | 9,728 | $722.4K | 0.05% | −500−4.9% | Reduced |
| Centiva Capital, LP | 9,536 | $708.1K | 0.03% | +3,676+62.7% | Added |
| Vise Technologies, Inc. | 9,369 | $695.7K | 0.12% | −2,940−23.9% | Reduced |
| Royce & Associates LP | 9,318 | $692.0K | 0.01% | +9,318 | New |
| QRG Capital Management, Inc. | 9,089 | $674.9K | 0.01% | +264+3.0% | Added |
| US Bancorp | 9,047 | $671.8K | 0.00% | −1,619−15.2% | Reduced |
| Susquehanna International Group, LLP | 8,925 | $662.8K | 0.00% | −30,544−77.4% | Reduced |
| Marshall Wace, LLP | 8,915 | $662.0K | 0.00% | −8,242−48.0% | Reduced |
| Two Sigma Advisers, LP | 8,900 | $660.9K | 0.00% | −8,400−48.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,386 | $622.0K | 0.01% | +2,011+31.5% | Added |
| Fernwood Investment Management, LLC | 8,275 | $614.5K | 0.19% | −1,000−10.8% | Reduced |
| Everence Capital Management Inc | 8,980 | $614.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,013 | $595.0K | 0.05% | −6,295−44.0% | Reduced |
| Harmony Asset Management LLC | 7,826 | $581.1K | 0.24% | +3,116+66.2% | Added |
| Cornercap Investment Counsel Inc | 7,809 | $579.9K | 0.09% | +7,809 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,726 | $573.8K | 0.08% | −1,537−16.6% | Reduced |
| JustInvest LLC | 7,743 | $569.1K | 0.01% | +588+8.2% | Added |
| Ameritas Investment Partners, Inc. | 7,482 | $555.6K | 0.02% | −486−6.1% | Reduced |
| Jump Financial, LLC | 7,464 | $554.3K | 0.01% | −1,019−12.0% | Reduced |
| WBI Investments | 7,434 | $552.0K | 0.13% | −362−4.6% | Reduced |
| Verition Fund Management LLC | 7,248 | $538.2K | 0.00% | +572+8.6% | Added |
| Versor Investments LP | 7,227 | $536.7K | 0.10% | +1,027+16.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,161 | $531.8K | 0.00% | +7,161 | New |
| Level Four Advisory Services, LLC | 7,102 | $527.4K | 0.02% | +2,376+50.3% | Added |
| CIBC Asset Management Inc | 6,866 | $509.9K | 0.00% | −743−9.8% | Reduced |
| Toronto Dominion Bank | 6,647 | $493.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,635 | $493.0K | 0.00% | +6,635 | New |
| RWC Asset Management LLP | 6,210 | $461.2K | 0.03% | +475+8.3% | Added |
| Kestra Private Wealth Services, LLC | 6,127 | $455.0K | 0.01% | +947+18.3% | Added |
| Xponance, Inc. | 6,051 | $449.3K | 0.00% | −18−0.3% | Reduced |
| Neuberger Berman Group LLC | 5,532 | $410.8K | 0.00% | +5,532 | New |
| Leonteq Securities AG | 5,398 | $400.9K | 0.06% | +1,286+31.3% | Added |
| Triumph Capital Management | 5,336 | $396.2K | 0.15% | −287−5.1% | Reduced |
| Pearl River Capital, LLC | 5,327 | $395.6K | 0.06% | +5,327 | New |
| Kames Capital plc | 5,176 | $384.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,154 | $382.8K | 0.18% | +671+15.0% | Added |
| Profund Advisors LLC | 5,121 | $380.3K | 0.01% | −1,410−21.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,861 | $360.0K | 0.01% | −498−9.3% | Reduced |
| Concorde Asset Management, LLC | 4,700 | $349.0K | 0.22% | −300−6.0% | Reduced |
| Western Wealth Management, LLC | 4,611 | $342.4K | 0.03% | +20+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,574 | $339.7K | 0.08% | +4,574 | New |
| Teza Capital Management LLC | 4,488 | $333.3K | 0.04% | −31,350−87.5% | Reduced |
| Integrated Wealth Concepts LLC | 4,468 | $331.8K | 0.00% | −638−12.5% | Reduced |
| AlphaMark Advisors, LLC | 4,441 | $330.0K | 0.11% | −1,506−25.3% | Reduced |
| Cerity Partners LLC | 4,341 | $322.4K | 0.00% | −129−2.9% | Reduced |
| Centaurus Financial, Inc. | 4,325 | $321.0K | 0.02% | +867+25.1% | Added |
| Sherbrooke Park Advisers LLC | 4,184 | $310.7K | 0.05% | +4,184 | New |
| Mariner, LLC | 4,139 | $307.2K | 0.00% | +353+9.3% | Added |
| Oppenheimer Asset Management Inc. | 4,101 | $304.5K | 0.00% | −98−2.3% | Reduced |
| Laurion Capital Management LP | 4,033 | $299.5K | 0.01% | +4,033 | New |
| Avantax Advisory Services, Inc. | 4,025 | $298.9K | 0.00% | −365−8.3% | Reduced |
| Atria Investments LLC | 4,013 | $298.0K | 0.00% | +4,013 | New |
| Gordian Capital Singapore Pte Ltd | 4,000 | $297.0K | 0.17% | +4,000 | New |
| Daiwa Securities Group Inc. | 4,000 | $297.0K | 0.00% | −600−13.0% | Reduced |
| Mutual Advisors, LLC | 3,303 | $288.0K | 0.01% | −3,800−53.5% | Reduced |
| Focus Financial Network, Inc. | 3,451 | $286.6K | 0.01% | +4+0.1% | Added |
| Ethic Inc. | 3,827 | $284.2K | 0.01% | +3,827 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,671 | $272.6K | 0.00% | −1,000−21.4% | Reduced |
| Belpointe Asset Management LLC | 3,669 | $272.5K | 0.02% | −1,454−28.4% | Reduced |
| Creative Planning | 3,668 | $272.4K | 0.00% | −25−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,651 | $271.1K | 0.00% | +3,651 | New |
| Veriti Management LLC | 3,609 | $268.0K | 0.02% | +514+16.6% | Added |
| Gotham Asset Management, LLC | 3,594 | $266.9K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,552 | $263.8K | 0.02% | +3,552 | New |
| Paragon Capital Management Ltd | 3,536 | $262.6K | 0.05% | −1,567−30.7% | Reduced |
| Aigen Investment Management, LP | 3,485 | $258.8K | 0.05% | +3,485 | New |
| Quest Partners LLC | 3,481 | $258.5K | 0.04% | −910−20.7% | Reduced |
| Two Sigma Investments, LP | 3,358 | $249.4K | 0.00% | −8,607−71.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,358 | $249.4K | 0.00% | +50+1.5% | Added |
| HighTower Advisors, LLC | 3,359 | $246.0K | 0.00% | −786−19.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,241 | $240.7K | 0.00% | −812−20.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $240.2K | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,249 | $239.0K | 0.01% | −72−2.2% | Reduced |
| Silver Oak Securities, Inc | 3,075 | $228.4K | 0.03% | −165−5.1% | Reduced |
| Glenmede Trust Co NA | 2,951 | $219.1K | 0.00% | +2,951 | New |
| Savant Capital, LLC | 2,942 | $218.5K | 0.00% | +2,942 | New |
| Private Trust Co NA | 2,885 | $214.2K | 0.02% | −375−11.5% | Reduced |
| Sage Rhino Capital LLC | 2,871 | $213.2K | 0.05% | +2,871 | New |
| Shelton Capital Management | 2,817 | $209.2K | 0.01% | +2,817 | New |
| Forum Financial Management, LP | 2,695 | $200.1K | 0.00% | +2,695 | New |
| Plato Investment Management Ltd | 2,566 | $190.6K | 0.02% | +2,264+749.7% | Added |
| State of Wyoming | 2,452 | $182.1K | 0.03% | −7,589−75.6% | Reduced |