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, Q3 2024
Institutional positions in Jackson Financial Inc. as of Sep 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
- 410
- +30 vs. Q2 2024
- Shares held
- 68.3M
- +7.29M (+12.0%) vs. Q2 2024
- Total value
- $6.18B
- +$1.65B (+36.5%) vs. Q2 2024
- New holders
- 68
- 135 more added
- Sold out
- 38
- 155 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,989,032 | $911.3M | 0.02% | −9,566−0.1% | Reduced |
| BlackRock, Inc. | 7,338,165 | $669.5M | 0.01% | +7,338,165 | New |
| Dimensional Fund Advisors LP | 4,603,043 | $419.9M | 0.10% | +131,708+2.9% | Added |
| First Trust Advisors LP | 3,646,742 | $332.7M | 0.32% | −166,247−4.4% | Reduced |
| State Street Corp | 3,266,981 | $298.0M | 0.01% | +153,326+4.9% | Added |
| HSBC Holdings PLC | 2,234,418 | $203.2M | 0.13% | +25,597+1.2% | Added |
| Goldman Sachs Group Inc | 2,152,876 | $196.4M | 0.04% | +569,384+36.0% | Added |
| Geode Capital Management, LLC | 2,086,155 | $194.2M | 0.02% | +144,530+7.4% | Added |
| Donald Smith & Co., Inc. | 2,001,396 | $182.6M | 4.31% | −173,226−8.0% | Reduced |
| Acadian Asset Management LLC | 1,625,413 | $148.3M | 0.46% | +406,195+33.3% | Added |
| Morgan Stanley | 1,616,597 | $147.5M | 0.01% | +151,144+10.3% | Added |
| American Century Companies Inc | 1,561,024 | $142.4M | 0.08% | −62,047−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,447,377 | $132.0M | 0.11% | −28,123−1.9% | Reduced |
| Norges Bank | 1,151,430 | $105.0M | 0.01% | +25,312+2.2% | Added |
| Jacobs Levy Equity Management, Inc | 1,077,987 | $98.3M | 0.38% | −79,484−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,050,903 | $95.9M | 0.02% | +300,520+40.0% | Added |
| Federated Hermes, Inc. | 969,662 | $88.5M | 0.19% | −8,639−0.9% | Reduced |
| Invesco Ltd. | 962,901 | $87.8M | 0.02% | +413,374+75.2% | Added |
| Bank of New York Mellon Corp | 902,149 | $82.3M | 0.02% | −35,009−3.7% | Reduced |
| Northern Trust Corp | 850,129 | $77.6M | 0.01% | +75,639+9.8% | Added |
| Allianz Asset Management GmbH | 777,294 | $70.9M | 0.11% | +12,456+1.6% | Added |
| Jupiter Asset Management Ltd | 570,984 | $52.1M | 0.46% | −608−0.1% | Reduced |
| Nuveen Asset Management, LLC | 567,211 | $51.7M | 0.01% | −195,001−25.6% | Reduced |
| LSV Asset Management | 526,100 | $48.0M | 0.10% | +86,761+19.7% | Added |
| JPMorgan Chase & Co | 485,744 | $44.3M | 0.00% | −11,149−2.2% | Reduced |
| Wedge Capital Management L L P | 447,171 | $40.8M | 0.70% | +447,171 | New |
| Mangrove Partners | 410,630 | $37.5M | 3.61% | −281,239−40.6% | Reduced |
| Principal Financial Group Inc | 407,104 | $37.1M | 0.02% | +1,152+0.3% | Added |
| International Assets Investment Management, LLC | 942,039 | $35.0M | 0.16% | +932,085+9,363.9% | Added |
| Ameriprise Financial Inc | 383,845 | $35.0M | 0.01% | −7,606−1.9% | Reduced |
| Russell Investments Group, Ltd. | 369,540 | $33.7M | 0.05% | −21,614−5.5% | Reduced |
| Qube Research & Technologies Ltd | 329,498 | $30.1M | 0.06% | +171,376+108.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 312,648 | $28.5M | 0.03% | +62,465+25.0% | Added |
| CBOE Vest Financial, LLC | 310,366 | $28.3M | 0.55% | −7,275−2.3% | Reduced |
| Raymond James & Associates | 272,080 | $24.8M | 0.02% | −5,991−2.2% | Reduced |
| UBS Group AG | 271,722 | $24.8M | 0.01% | +35,489+15.0% | Added |
| Legal & General Group Plc | 243,147 | $22.2M | 0.01% | +12,863+5.6% | Added |
| Rhumbline Advisers | 242,075 | $22.1M | 0.02% | −180.0% | Reduced |
| Wells Fargo & Company | 234,865 | $21.4M | 0.01% | +379+0.2% | Added |
| Candriam Luxembourg S.C.A. | 219,097 | $20.0M | 0.11% | −13,449−5.8% | Reduced |
| Bank of America Corp | 198,485 | $18.1M | 0.00% | −31,572−13.7% | Reduced |
| Lazard Asset Management LLC | 178,727 | $16.3M | 0.02% | −177,849−49.9% | Reduced |
| LPL Financial LLC | 175,871 | $16.0M | 0.01% | +9,803+5.9% | Added |
| FMR LLC | 174,505 | $15.9M | 0.00% | +89,798+106.0% | Added |
| Allspring Global Investments Holdings, LLC | 172,564 | $15.7M | 0.02% | −339,124−66.3% | Reduced |
| UBS Asset Management Americas Inc | 172,117 | $15.7M | 0.00% | +757+0.4% | Added |
| AXA S.A. | 166,435 | $15.2M | 0.04% | +89,837+117.3% | Added |
| Alliancebernstein L.P. | 162,633 | $14.8M | 0.00% | −3,034−1.8% | Reduced |
| Public Sector Pension Investment Board | 159,611 | $14.6M | 0.08% | +10,300+6.9% | Added |
| Churchill Management Corp | 157,250 | $14.3M | 0.16% | −2,107−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 155,412 | $14.2M | 0.02% | −296−0.2% | Reduced |
| California Public Employees Retirement System | 152,215 | $13.9M | 0.01% | −7,182−4.5% | Reduced |
| Victory Capital Management Inc | 150,878 | $13.8M | 0.01% | −60,260−28.5% | Reduced |
| Swiss National Bank | 149,000 | $13.6M | 0.01% | −1,700−1.1% | Reduced |
| Royal Bank of Canada | 147,456 | $13.5M | 0.00% | +2,498+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 147,000 | $13.4M | 0.03% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 146,671 | $13.4M | 0.03% | +146,671 | New |
| Citigroup Inc | 138,374 | $12.6M | 0.01% | +78,344+130.5% | Added |
| Easterly Investment Partners LLC | 136,306 | $12.4M | 1.00% | +18,039+15.3% | Added |
| Barclays PLC | 134,001 | $12.2M | 0.01% | +95,893+251.6% | Added |
| SEI Investments Co | 130,623 | $11.9M | 0.02% | −12,622−8.8% | Reduced |
| Miller Value Partners, LLC | 130,335 | $11.9M | 6.71% | −15,500−10.6% | Reduced |
| Massachusetts Financial Services Co | 130,137 | $11.9M | 0.00% | +2,191+1.7% | Added |
| Prudential Financial Inc | 128,840 | $11.8M | 0.02% | −325−0.3% | Reduced |
| AQR Capital Management LLC | 120,899 | $11.0M | 0.02% | −24,809−17.0% | Reduced |
| Gator Capital Management, LLC | 110,800 | $10.1M | 4.47% | −9,870−8.2% | Reduced |
| Franklin Resources Inc | 97,665 | $9.72M | 0.00% | −296−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 107,791 | $9.63M | 0.02% | −10,261−8.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 103,354 | $9.43M | 0.02% | −13,345−11.4% | Reduced |
| Lighthouse Investment Partners, LLC | 98,417 | $8.98M | 0.49% | +77,353+367.2% | Added |
| O'Shaughnessy Asset Management, LLC | 89,000 | $8.86M | 0.08% | +17,440+24.4% | Added |
| Schroder Investment Management Group | 94,275 | $8.61M | 0.01% | −11,540−10.9% | Reduced |
| Bridgeway Capital Management, LLC | 92,092 | $8.40M | 0.18% | −16,700−15.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,077 | $8.40M | 0.03% | −1,041−1.1% | Reduced |
| Assetmark, Inc | 91,641 | $8.36M | 0.02% | +6,724+7.9% | Added |
| Robeco Institutional Asset Management B.V. | 89,905 | $8.20M | 0.02% | +16,663+22.8% | Added |
| Wesleyan Assurance Society | 89,432 | $8.15M | 0.65% | −1,500−1.6% | Reduced |
| Ancora Advisors, LLC | 89,047 | $8.12M | 0.18% | −20,710−18.9% | Reduced |
| Winton Group Ltd | 86,916 | $7.93M | 0.56% | +71,173+452.1% | Added |
| Denali Advisors LLC | 81,320 | $7.42M | 0.80% | −12,280−13.1% | Reduced |
| Advisor Group Holdings, Inc. | 76,484 | $6.98M | 0.02% | −41,801−35.3% | Reduced |
| Segall Bryant & Hamill, LLC | 76,225 | $6.95M | 0.09% | −9,413−11.0% | Reduced |
| Teacher Retirement System of Texas | 74,518 | $6.80M | 0.03% | +36,849+97.8% | Added |
| California State Teachers Retirement System | 73,150 | $6.67M | 0.01% | −2,484−3.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 71,492 | $6.52M | 0.02% | −12,530−14.9% | Reduced |
| Janus Henderson Group PLC | 64,219 | $5.86M | 0.00% | +14,675+29.6% | Added |
| Beacon Pointe Advisors, LLC | 62,166 | $5.67M | 0.07% | −1,593−2.5% | Reduced |
| Cetera Investment Advisers | 60,677 | $5.54M | 0.01% | −3,030−4.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 59,716 | $5.45M | 0.01% | −1,435−2.3% | Reduced |
| Thrivent Financial for Lutherans | 59,086 | $5.39M | 0.01% | +2,740+4.9% | Added |
| New York State Teachers Retirement System | 56,350 | $5.14M | 0.01% | +1,338+2.4% | Added |
| Comerica Bank | 56,119 | $5.12M | 0.02% | +27,807+98.2% | Added |
| Price T Rowe Associates Inc | 54,783 | $5.00M | 0.00% | −1,217,830−95.7% | Reduced |
| Caxton Associates LP | 53,523 | $4.88M | 0.22% | −34,968−39.5% | Reduced |
| Jane Street Group, LLC | 53,181 | $4.85M | 0.01% | −101,275−65.6% | Reduced |
| Poehling Capital Management, LLC | 52,512 | $4.79M | 1.22% | −2,475−4.5% | Reduced |
| Kendall Capital Management | 50,677 | $4.62M | 1.43% | +277+0.5% | Added |
| Janney Montgomery Scott LLC | 50,539 | $4.61M | 0.01% | +2,040+4.2% | Added |
| Hillsdale Investment Management Inc. | 49,900 | $4.55M | 0.35% | +49,900 | New |
| Manufacturers Life Insurance Company, The | 48,918 | $4.46M | 0.00% | +4,290+9.6% | Added |