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 |
|---|---|---|---|---|---|
| Bank of Montreal | 9,116 | $832.7K | 0.00% | −25,184−73.4% | Reduced |
| Baird Financial Group, Inc. | 9,248 | $843.7K | 0.00% | −633−6.4% | Reduced |
| Royce & Associates LP | 9,318 | $850.1K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,394 | $857.0K | 0.00% | −655−6.5% | Reduced |
| Regal Investment Advisors LLC | 9,614 | $877.1K | 0.06% | −303−3.1% | Reduced |
| Cambria Investment Management, L.P. | 9,752 | $889.7K | 0.05% | −1,984−16.9% | Reduced |
| CWA Asset Management Group, LLC | 9,829 | $896.7K | 0.05% | +9,829 | New |
| Mercer Global Advisors Inc | 10,068 | $908.6K | 0.00% | −16−0.2% | Reduced |
| Jefferies Financial Group Inc. | 10,080 | $919.6K | 0.01% | −54,920−84.5% | Reduced |
| Centaurus Financial, Inc. | 10,169 | $928.0K | 0.06% | +5,844+135.1% | Added |
| Algert Global LLC | 10,587 | $965.9K | 0.03% | −22,070−67.6% | Reduced |
| Stratos Wealth Partners, LTD. | 10,744 | $980.2K | 0.01% | −766−6.7% | Reduced |
| SG Americas Securities, LLC | 10,885 | $993.0K | 0.00% | −6,610−37.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 11,077 | $1.01M | 2.45% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,224 | $1.02M | 0.00% | +2,299+25.8% | Added |
| Mutual of America Capital Management LLC | 11,316 | $1.03M | 0.01% | +159+1.4% | Added |
| Independent Advisor Alliance | 11,430 | $1.04M | 0.04% | +993+9.5% | Added |
| Prospera Financial Services Inc | 11,996 | $1.09M | 0.03% | −75−0.6% | Reduced |
| Strategic Advisors LLC | 12,000 | $1.09M | 0.20% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,300 | $1.12M | 0.00% | +3,400+38.2% | Added |
| Wellington Shields & Co., LLC | 12,385 | $1.13M | 0.34% | +10.0% | Added |
| Credit Agricole S A | 12,680 | $1.16M | 0.01% | +12,540+8,957.1% | Added |
| Handelsbanken Fonder AB | 12,900 | $1.18M | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 12,950 | $1.18M | 0.09% | +4,937+61.6% | Added |
| MML Investors Services, LLC | 13,305 | $1.21M | 0.00% | −4,630−25.8% | Reduced |
| Oppenheimer & Co Inc | 13,489 | $1.23M | 0.02% | +1,564+13.1% | Added |
| Sterling Capital Management LLC | 13,524 | $1.23M | 0.02% | +13,524 | New |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $1.24M | 0.01% | 00.0% | Unchanged |
| EJF Capital LLC | 13,931 | $1.27M | 0.84% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 14,550 | $1.33M | 0.36% | +14,550 | New |
| State Board of Administration of Florida Retirement System | 15,060 | $1.37M | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 15,268 | $1.39M | 0.06% | +15,268 | New |
| Envestnet Asset Management Inc | 15,691 | $1.43M | 0.00% | −791−4.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 15,900 | $1.45M | 0.01% | +15,900 | New |
| ProShare Advisors LLC | 15,911 | $1.45M | 0.00% | +3,854+32.0% | Added |
| South Dakota Investment Council | 15,930 | $1.45M | 0.03% | −134−0.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 16,000 | $1.46M | 0.55% | +12,000+300.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,083 | $1.47M | 0.01% | +1,457+10.0% | Added |
| Kestra Advisory Services, LLC | 16,107 | $1.47M | 0.01% | −6,671−29.3% | Reduced |
| Asset Management One Co.,Ltd. | 16,491 | $1.50M | 0.01% | +16,491 | New |
| Nomura Holdings Inc | 16,497 | $1.51M | 0.01% | −1,512−8.4% | Reduced |
| Private Advisor Group, LLC | 16,537 | $1.51M | 0.01% | +1,575+10.5% | Added |
| Natixis Advisors, L.P. | 16,556 | $1.51M | 0.00% | +1,621+10.9% | Added |
| MorganRosel Wealth Management, LLC | 16,783 | $1.53M | 0.50% | +16,783 | New |
| RFG Advisory, LLC | 16,823 | $1.53M | 0.05% | −2,097−11.1% | Reduced |
| Graham Capital Management, L.P. | 16,906 | $1.54M | 0.05% | −38,683−69.6% | Reduced |
| Mackenzie Financial Corp | 17,076 | $1.56M | 0.00% | −11,477−40.2% | Reduced |
| D. E. Shaw & Co., Inc. | 17,133 | $1.56M | 0.00% | +17,133 | New |
| Alberta Investment Management Corp | 17,200 | $1.57M | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,556 | $1.60M | 0.04% | −4,906−21.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,709 | $1.62M | 0.03% | +1,232+7.5% | Added |
| Versor Investments LP | 17,710 | $1.62M | 0.26% | +10,483+145.1% | Added |
| Ritholtz Wealth Management | 17,822 | $1.63M | 0.05% | +8,043+82.2% | Added |
| Axxcess Wealth Management, LLC | 17,855 | $1.63M | 0.04% | −976−5.2% | Reduced |
| Colonial River Wealth Management, LLC | 17,855 | $1.63M | 0.81% | +2,273+14.6% | Added |
| Martingale Asset Management L P | 17,918 | $1.63M | 0.04% | +3,260+22.2% | Added |
| Pinnacle Holdings, LLC | 18,235 | $1.66M | 0.65% | −3,350−15.5% | Reduced |
| Pathstone Holdings, LLC | 18,542 | $1.69M | 0.01% | −6,720−26.6% | Reduced |
| Asset Allocation Strategies LLC | 18,871 | $1.72M | 0.49% | −55−0.3% | Reduced |
| Toroso Investments, LLC | 18,997 | $1.73M | 0.02% | +18,997 | New |
| Advisors Preferred, LLC | 19,208 | $1.73M | 0.26% | +19,208 | New |
| Oxbow Advisors, LLC | 19,652 | $1.79M | 0.18% | −2,252−10.3% | Reduced |
| STRS Ohio | 20,985 | $1.82M | 0.01% | +1,000+5.0% | Added |
| Edentree Asset Management Ltd | 20,000 | $1.82M | 0.53% | −10,000−33.3% | Reduced |
| Edgestream Partners, L.P. | 20,235 | $1.85M | 0.08% | −76,645−79.1% | Reduced |
| Danske Bank A/S | 20,796 | $1.90M | 0.01% | +2,241+12.1% | Added |
| Arizona State Retirement System | 21,960 | $2.00M | 0.01% | +510+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 22,115 | $2.02M | 0.02% | −1,085−4.7% | Reduced |
| Norris Financial Group, LLC | 22,213 | $2.03M | 1.00% | −6,354−22.2% | Reduced |
| Amalgamated Bank | 22,251 | $2.03M | 0.02% | +1,254+6.0% | Added |
| Intech Investment Management LLC | 22,869 | $2.09M | 0.02% | +22,869 | New |
| Capital Investment Advisory Services, LLC | 23,928 | $2.18M | 0.21% | −145−0.6% | Reduced |
| FORA Capital, LLC | 24,167 | $2.20M | 0.26% | −808−3.2% | Reduced |
| Renaissance Technologies LLC | 24,700 | $2.25M | 0.00% | +24,700 | New |
| Maryland State Retirement & Pension System | 25,408 | $2.32M | 0.05% | +1,743+7.4% | Added |
| Vestcor Inc | 25,710 | $2.35M | 0.07% | +3,207+14.3% | Added |
| Atria Wealth Solutions, Inc. | 25,757 | $2.35M | 0.03% | −9,809−27.6% | Reduced |
| Assenagon Asset Management S.A. | 26,261 | $2.40M | 0.00% | −1,023−3.7% | Reduced |
| Amundi | 24,810 | $2.41M | 0.00% | −11,341−31.4% | Reduced |
| State of New Jersey Common Pension Fund D | 26,523 | $2.42M | 0.01% | −1,498−5.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,631 | $2.52M | 0.01% | +714+2.7% | Added |
| Exchange Traded Concepts, LLC | 27,938 | $2.55M | 0.06% | +948+3.5% | Added |
| Ensign Peak Advisors, Inc | 28,036 | $2.56M | 0.00% | −5,710−16.9% | Reduced |
| PEAK6 Investments LLC | 28,061 | $2.56M | 0.13% | +15,162+117.5% | Added |
| State of Wisconsin Investment Board | 28,565 | $2.61M | 0.01% | +1,300+4.8% | Added |
| Omers Administration Corp | 28,800 | $2.63M | 0.02% | +1,700+6.3% | Added |
| Twinbeech Capital LP | 29,598 | $2.70M | 0.05% | +29,598 | New |
| Cresset Asset Management, LLC | 30,638 | $2.80M | 0.01% | +945+3.2% | Added |
| Yousif Capital Management, LLC | 30,660 | $2.80M | 0.03% | +1,833+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,727 | $2.89M | 0.00% | −475−1.5% | Reduced |
| Storebrand Asset Management AS | 33,044 | $3.01M | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 33,185 | $3.03M | 1.90% | −2,594−7.3% | Reduced |
| Rathbone Brothers plc | 33,584 | $3.06M | 0.02% | −569−1.7% | Reduced |
| Quantedge Capital Pte Ltd | 33,600 | $3.07M | 0.92% | +14,700+77.8% | Added |
| Linden Thomas Advisory Services, LLC | 34,249 | $3.12M | 0.43% | −166−0.5% | Reduced |
| Alexander Labrunerie & Co., Inc. | 35,709 | $3.26M | 1.49% | −30−0.1% | Reduced |
| Squarepoint Ops LLC | 36,284 | $3.31M | 0.01% | −34,743−48.9% | Reduced |
| Louisiana State Employees Retirement System | 36,400 | $3.32M | 0.06% | +2,300+6.7% | Added |
| Illinois Municipal Retirement Fund | 39,784 | $3.63M | 0.05% | −343−0.9% | Reduced |
| Naples Global Advisors, LLC | 41,687 | $3.80M | 0.35% | −275−0.7% | Reduced |