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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,512 | $229.2K | 0.01% | +420+20.1% | Added |
| Concurrent Investment Advisors, LLC | 2,612 | $238.3K | 0.01% | +2,612 | New |
| Sequoia Financial Advisors, LLC | 2,673 | $243.9K | 0.00% | +2,673 | New |
| Forum Financial Management, LP | 2,695 | $245.9K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,769 | $252.6K | 0.00% | +2,769 | New |
| Orion Portfolio Solutions, LLC | 2,769 | $252.6K | 0.00% | +2,769 | New |
| Shelton Capital Management | 2,817 | $257.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,854 | $258.0K | 0.02% | +2,854 | New |
| Plato Investment Management Ltd | 2,845 | $259.3K | 0.02% | +279+10.9% | Added |
| Private Trust Co NA | 2,845 | $259.5K | 0.03% | −40−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,919 | $266.3K | 0.00% | +581+24.9% | Added |
| Sage Rhino Capital LLC | 2,926 | $266.9K | 0.06% | +55+1.9% | Added |
| Marcum Wealth, LLC | 3,056 | $278.8K | 0.03% | +3,056 | New |
| LVZ Advisors, Inc. | 3,120 | $284.6K | 0.04% | +3,120 | New |
| Oppenheimer Asset Management Inc. | 3,226 | $294.3K | 0.00% | −875−21.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $295.0K | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,332 | $299.0K | 0.00% | −27−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,358 | $306.4K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,362 | $306.7K | 0.00% | +411+13.9% | Added |
| Savant Capital, LLC | 3,372 | $307.6K | 0.00% | +430+14.6% | Added |
| Silver Oak Securities, Inc | 3,370 | $307.9K | 0.03% | +295+9.6% | Added |
| Concorde Asset Management, LLC | 3,400 | $310.2K | 0.18% | −1,300−27.7% | Reduced |
| Wolverine Trading, LLC | 3,398 | $310.4K | 0.01% | +3,398 | New |
| Focus Financial Network, Inc. | 3,454 | $315.1K | 0.01% | +3+0.1% | Added |
| Sherbrooke Park Advisers LLC | 3,474 | $316.9K | 0.07% | −710−17.0% | Reduced |
| Veriti Management LLC | 3,479 | $317.4K | 0.02% | −130−3.6% | Reduced |
| Guggenheim Capital LLC | 3,523 | $321.4K | 0.00% | −8,201−70.0% | Reduced |
| CSS LLC | 3,528 | $321.9K | 0.02% | −6,200−63.7% | Reduced |
| Truist Financial Corp | 3,533 | $322.3K | 0.00% | −12,155−77.5% | Reduced |
| Paragon Capital Management Ltd | 3,563 | $325.1K | 0.06% | +27+0.8% | Added |
| Gotham Asset Management, LLC | 3,594 | $327.9K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,309 | $329.2K | 0.01% | +6+0.2% | Added |
| Brevan Howard Capital Management LP | 3,714 | $338.8K | 0.02% | −12,845−77.6% | Reduced |
| Cornercap Investment Counsel Inc | 3,789 | $345.7K | 0.10% | −4,020−51.5% | Reduced |
| Two Sigma Securities, LLC | 3,839 | $350.2K | 0.03% | +3,839 | New |
| AlphaMark Advisors, LLC | 3,889 | $355.0K | 0.12% | −552−12.4% | Reduced |
| CI Private Wealth, LLC | 3,942 | $359.6K | 0.00% | −7,384−65.2% | Reduced |
| Entropy Technologies, LP | 4,000 | $364.9K | 0.04% | −10,681−72.8% | Reduced |
| Integrated Wealth Concepts LLC | 4,011 | $365.9K | 0.00% | −457−10.2% | Reduced |
| Jones Financial Companies LLLP | 4,022 | $367.4K | 0.00% | +1,961+95.1% | Added |
| Creative Planning | 4,041 | $368.7K | 0.00% | +373+10.2% | Added |
| CAPROCK Group, Inc. | 4,045 | $369.0K | 0.01% | +4,045 | New |
| Wealth Enhancement Advisory Services, LLC | 4,047 | $369.2K | 0.00% | +396+10.8% | Added |
| Simplex Trading, LLC | 4,109 | $374.0K | 0.01% | +1,968+91.9% | Added |
| Avantax Advisory Services, Inc. | 4,161 | $379.6K | 0.00% | +136+3.4% | Added |
| Innealta Capital, LLC | 4,194 | $382.6K | 0.16% | +4,194 | New |
| Millennium Management LLC | 4,236 | $386.4K | 0.00% | −130,571−96.9% | Reduced |
| Ariadne Wealth Management, LP | 3,528 | $391.6K | 0.21% | +3,528 | New |
| Burns Matteson Capital Management, LLC | 4,314 | $393.6K | 0.22% | +4,314 | New |
| Mariner, LLC | 4,427 | $404.0K | 0.00% | +288+7.0% | Added |
| Marshall Wace, LLP | 4,477 | $408.4K | 0.00% | −4,438−49.8% | Reduced |
| Triumph Capital Management | 4,618 | $421.3K | 0.15% | −718−13.5% | Reduced |
| Western Wealth Management, LLC | 4,626 | $422.1K | 0.02% | +15+0.3% | Added |
| Harvest Fund Management Co., Ltd | 4,683 | $427.0K | 0.03% | +4,683 | New |
| RWC Asset Management LLP | 4,760 | $434.3K | 0.03% | −1,450−23.3% | Reduced |
| Neuberger Berman Group LLC | 4,952 | $451.8K | 0.00% | −580−10.5% | Reduced |
| Counterpoint Mutual Funds LLC | 5,001 | $456.2K | 0.09% | −9,917−66.5% | Reduced |
| Kames Capital plc | 5,176 | $471.9K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,241 | $478.1K | 0.13% | +5,241 | New |
| Great Lakes Advisors, LLC | 5,254 | $479.3K | 0.00% | +5,254 | New |
| Leonteq Securities AG | 5,381 | $490.9K | 0.06% | −17−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,404 | $493.0K | 0.01% | +543+11.2% | Added |
| TCFG Wealth Management, LLC | 5,420 | $494.5K | 0.25% | +5,420 | New |
| Atria Investments LLC | 5,446 | $496.9K | 0.01% | +1,433+35.7% | Added |
| Samalin Investment Counsel, LLC | 5,530 | $504.5K | 0.22% | +376+7.3% | Added |
| Quest Partners LLC | 5,621 | $512.8K | 0.05% | +2,140+61.5% | Added |
| Xponance, Inc. | 5,665 | $516.8K | 0.00% | −386−6.4% | Reduced |
| Fox Run Management, L.L.C. | 5,668 | $517.1K | 0.12% | +5,668 | New |
| Vise Technologies, Inc. | 5,748 | $524.4K | 0.07% | −3,621−38.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,832 | $532.1K | 0.11% | +1,258+27.5% | Added |
| Centiva Capital, LP | 5,885 | $536.9K | 0.02% | −3,651−38.3% | Reduced |
| Bokf, NA | 6,002 | $553.7K | 0.01% | +6,002 | New |
| Shell Asset Management Co | 6,073 | $554.0K | 0.02% | +6,073 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,091 | $555.7K | 0.07% | −1,635−21.2% | Reduced |
| Profund Advisors LLC | 6,149 | $561.0K | 0.02% | +1,028+20.1% | Added |
| Engineers Gate Manager LP | 6,202 | $565.8K | 0.01% | +6,202 | New |
| Susquehanna Portfolio Strategies, LLC | 6,300 | $574.7K | 0.04% | −86,037−93.2% | Reduced |
| Man Group plc | 6,316 | $576.2K | 0.00% | −215,728−97.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,560 | $598.5K | 0.01% | +433+7.1% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $605.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 6,650 | $606.7K | 0.00% | +30.0% | Added |
| Aristides Capital LLC | 6,673 | $608.8K | 0.25% | −29,327−81.5% | Reduced |
| Verition Fund Management LLC | 6,676 | $609.1K | 0.00% | −572−7.9% | Reduced |
| CIBC Asset Management Inc | 7,197 | $656.6K | 0.00% | +331+4.8% | Added |
| Fernwood Investment Management, LLC | 7,325 | $668.3K | 0.22% | −950−11.5% | Reduced |
| Level Four Advisory Services, LLC | 6,876 | $687.3K | 0.03% | −226−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,592 | $692.6K | 0.02% | +110+1.5% | Added |
| Wealthcare Advisory Partners LLC | 7,742 | $706.3K | 0.02% | −2,128−21.6% | Reduced |
| Summit Global Investments | 7,837 | $715.0K | 0.05% | −4,629−37.1% | Reduced |
| Cerity Partners LLC | 8,022 | $731.8K | 0.00% | +3,681+84.8% | Added |
| Petra Financial Advisors Inc | 8,036 | $733.1K | 0.48% | +8,036 | New |
| ClearAlpha Technologies LP | 8,333 | $760.2K | 0.32% | −6,640−44.3% | Reduced |
| Seven Eight Capital, LP | 8,671 | $791.1K | 0.07% | +8,671 | New |
| Harmony Asset Management LLC | 8,770 | $800.1K | 0.29% | +944+12.1% | Added |
| QRG Capital Management, Inc. | 8,865 | $808.7K | 0.01% | −224−2.5% | Reduced |
| CenterBook Partners LP | 8,904 | $812.3K | 0.05% | +8,904 | New |
| Benjamin Edwards Inc | 8,914 | $813.2K | 0.01% | +8,914 | New |
| JustInvest LLC | 8,973 | $818.6K | 0.01% | +1,230+15.9% | Added |
| Everence Capital Management Inc | 8,980 | $819.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 9,049 | $825.5K | 0.00% | +20.0% | Added |