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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $183 | 0.00% | +2 | New |
| McIlrath & Eck, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $547 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $548 | 0.00% | −1−14.3% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $639 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $730 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | +14 | New |
| Larson Financial Group LLC | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $1.46K | 0.00% | +3+23.1% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $1.55K | 0.00% | +3+21.4% | Added |
| Rakuten Securities, Inc. | 17 | $1.55K | 0.00% | +17 | New |
| Huntington National Bank | 20 | $1.82K | 0.00% | +9+81.8% | Added |
| Allworth Financial LP | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 32 | $2.92K | 0.00% | +32 | New |
| Frazier Financial Advisors, LLC | 33 | $3.01K | 0.00% | −158−82.7% | Reduced |
| Sound Income Strategies, LLC | 35 | $3.19K | 0.00% | −344−90.8% | Reduced |
| First Pacific Financial | 36 | $3.29K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37 | $3.38K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 37 | $3.38K | 0.00% | +37 | New |
| True Wealth Design, LLC | 42 | $3.83K | 0.00% | −11,764−99.6% | Reduced |
| Mather Group, LLC. | 45 | $4.11K | 0.00% | −3−6.3% | Reduced |
| Massmutual Trust Co FSB | 46 | $4.20K | 0.00% | +34+283.3% | Added |
| Red Tortoise LLC | 47 | $4.29K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 51 | $4.65K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $5.00K | 0.00% | +55 | New |
| LGT Financial Advisors LLC | 62 | $5.66K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $5.66K | 0.00% | +7+12.7% | Added |
| TD Waterhouse Canada Inc. | 64 | $5.76K | 0.00% | +64 | New |
| Bryn Mawr Trust Co | 67 | $6.11K | 0.00% | +67 | New |
| Rothschild Investment LLC | 75 | $6.84K | 0.00% | +35+87.5% | Added |
| Compagnie Lombard Odier SCmA | 82 | $7.48K | 0.00% | −284−77.6% | Reduced |
| Brown Brothers Harriman & Co | 97 | $8.85K | 0.00% | +97 | New |
| Wolff Wiese Magana LLC | 100 | $9.12K | 0.01% | +100 | New |
| First Horizon Advisors, Inc. | 101 | $9.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $9.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 104 | $9.49K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 88 | $9.52K | 0.01% | +88 | New |
| Legacy Wealth Managment, LLC | 88 | $9.52K | 0.01% | +88 | New |
| Baldwin Brothers Inc | 108 | $9.85K | 0.00% | +108 | New |
| Lindbrook Capital, LLC | 118 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $11.1K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 138 | $12.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 126 | $12.7K | 0.00% | +126 | New |
| Bessemer Group Inc | 144 | $13.0K | 0.00% | +80+125.0% | Added |
| CIBC Private Wealth Group, LLC | 148 | $13.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 156 | $14.0K | 0.00% | +3+2.0% | Added |
| Umb Bank N A | 156 | $14.2K | 0.00% | +78+100.0% | Added |
| ClariVest Asset Management LLC | 210 | $15.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 174 | $15.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $18.2K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 203 | $18.5K | 0.00% | +203 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $18.9K | 0.00% | +207 | New |
| Signaturefd, LLC | 228 | $20.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 236 | $21.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 243 | $22.2K | 0.01% | +112+85.5% | Added |
| Ronald Blue Trust, Inc. | 372 | $27.6K | 0.00% | +260+232.1% | Added |
| Continuum Advisory, LLC | 307 | $30.9K | 0.00% | +1+0.3% | Added |
| Hantz Financial Services, Inc. | 335 | $31.0K | 0.00% | +3+0.9% | Added |
| Bell Investment Advisors, Inc | 368 | $33.6K | 0.01% | −10−2.6% | Reduced |
| Quadrant Capital Group LLC | 396 | $36.1K | 0.00% | +14+3.7% | Added |
| Tower Research Capital LLC (TRC) | 405 | $36.9K | 0.00% | −16,936−97.7% | Reduced |
| Principal Securities, Inc. | 419 | $38.2K | 0.00% | −33−7.3% | Reduced |
| Harbour Investments, Inc. | 421 | $38.4K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 540 | $49.3K | 0.00% | −866−61.6% | Reduced |
| NBC Securities, Inc. | 550 | $50.0K | 0.00% | −209−27.5% | Reduced |
| EverSource Wealth Advisors, LLC | 595 | $54.3K | 0.00% | +157+35.8% | Added |
| Steward Partners Investment Advisory, LLC | 708 | $64.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 740 | $67.5K | 0.01% | −97−11.6% | Reduced |
| Spire Wealth Management | 800 | $73.0K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 854 | $77.9K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,008 | $92.0K | 0.06% | +915+983.9% | Added |
| Farmers & Merchants Investments Inc | 1,046 | $95.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,058 | $96.5K | 0.00% | +5+0.5% | Added |
| Planned Solutions, Inc. | 1,100 | $100.4K | 0.04% | +1,100 | New |
| Hexagon Capital Partners LLC | 1,168 | $106.6K | 0.02% | −147−11.2% | Reduced |
| Close Asset Management Ltd | 1,197 | $109.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,300 | $118.6K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,310 | $119.5K | 0.01% | +1,310 | New |
| Covestor Ltd | 1,550 | $141.0K | 0.09% | −66−4.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,551 | $141.0K | 0.01% | +1,551 | New |
| Farther Finance Advisors, LLC | 1,595 | $145.6K | 0.01% | −87−5.2% | Reduced |
| Fifth Third Bancorp | 1,649 | $150.4K | 0.00% | +35+2.2% | Added |
| CWM, LLC | 1,660 | $151.0K | 0.00% | +635+62.0% | Added |
| GAMMA Investing LLC | 1,660 | $151.4K | 0.02% | +885+114.2% | Added |
| Ci Investments Inc. | 1,747 | $159.0K | 0.00% | +228+15.0% | Added |
| Global Retirement Partners, LLC | 1,901 | $173.4K | 0.01% | +741+63.9% | Added |
| Smartleaf Asset Management LLC | 2,020 | $184.5K | 0.02% | +1,643+435.8% | Added |
| State of Wyoming | 2,122 | $193.6K | 0.03% | −330−13.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,130 | $194.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,203 | $201.0K | 0.00% | −64−2.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,266 | $206.7K | 0.01% | +2,266 | New |
| Seeds Investor LLC | 2,267 | $206.8K | 0.08% | +2,267 | New |
| ISAM Funds (UK) Ltd | 2,302 | $210.0K | 0.12% | +2,302 | New |
| KBC Group NV | 2,309 | $211.0K | 0.00% | +620+36.7% | Added |
| Gladstone Institutional Advisory LLC | 2,365 | $215.7K | 0.01% | +2,365 | New |
| Belpointe Asset Management LLC | 2,415 | $220.3K | 0.01% | −1,254−34.2% | Reduced |