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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 10,169 | $928.0K | 0.06% | +5,844+135.1% | Added |
| Jefferies Financial Group Inc. | 10,080 | $919.6K | 0.01% | −54,920−84.5% | Reduced |
| Mercer Global Advisors Inc | 10,068 | $908.6K | 0.00% | −16−0.2% | Reduced |
| CWA Asset Management Group, LLC | 9,829 | $896.7K | 0.05% | +9,829 | New |
| Cambria Investment Management, L.P. | 9,752 | $889.7K | 0.05% | −1,984−16.9% | Reduced |
| Regal Investment Advisors LLC | 9,614 | $877.1K | 0.06% | −303−3.1% | Reduced |
| Pictet Asset Management Holding SA | 9,394 | $857.0K | 0.00% | −655−6.5% | Reduced |
| Royce & Associates LP | 9,318 | $850.1K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 9,248 | $843.7K | 0.00% | −633−6.4% | Reduced |
| Bank of Montreal | 9,116 | $832.7K | 0.00% | −25,184−73.4% | Reduced |
| US Bancorp | 9,049 | $825.5K | 0.00% | +20.0% | Added |
| Everence Capital Management Inc | 8,980 | $819.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 8,973 | $818.6K | 0.01% | +1,230+15.9% | Added |
| Benjamin Edwards Inc | 8,914 | $813.2K | 0.01% | +8,914 | New |
| CenterBook Partners LP | 8,904 | $812.3K | 0.05% | +8,904 | New |
| QRG Capital Management, Inc. | 8,865 | $808.7K | 0.01% | −224−2.5% | Reduced |
| Harmony Asset Management LLC | 8,770 | $800.1K | 0.29% | +944+12.1% | Added |
| Seven Eight Capital, LP | 8,671 | $791.1K | 0.07% | +8,671 | New |
| ClearAlpha Technologies LP | 8,333 | $760.2K | 0.32% | −6,640−44.3% | Reduced |
| Petra Financial Advisors Inc | 8,036 | $733.1K | 0.48% | +8,036 | New |
| Cerity Partners LLC | 8,022 | $731.8K | 0.00% | +3,681+84.8% | Added |
| Summit Global Investments | 7,837 | $715.0K | 0.05% | −4,629−37.1% | Reduced |
| Wealthcare Advisory Partners LLC | 7,742 | $706.3K | 0.02% | −2,128−21.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,592 | $692.6K | 0.02% | +110+1.5% | Added |
| Level Four Advisory Services, LLC | 6,876 | $687.3K | 0.03% | −226−3.2% | Reduced |
| Fernwood Investment Management, LLC | 7,325 | $668.3K | 0.22% | −950−11.5% | Reduced |
| CIBC Asset Management Inc | 7,197 | $656.6K | 0.00% | +331+4.8% | Added |
| Verition Fund Management LLC | 6,676 | $609.1K | 0.00% | −572−7.9% | Reduced |
| Aristides Capital LLC | 6,673 | $608.8K | 0.25% | −29,327−81.5% | Reduced |
| Toronto Dominion Bank | 6,650 | $606.7K | 0.00% | +30.0% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $605.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,560 | $598.5K | 0.01% | +433+7.1% | Added |
| Man Group plc | 6,316 | $576.2K | 0.00% | −215,728−97.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 6,300 | $574.7K | 0.04% | −86,037−93.2% | Reduced |
| Engineers Gate Manager LP | 6,202 | $565.8K | 0.01% | +6,202 | New |
| Profund Advisors LLC | 6,149 | $561.0K | 0.02% | +1,028+20.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,091 | $555.7K | 0.07% | −1,635−21.2% | Reduced |
| Shell Asset Management Co | 6,073 | $554.0K | 0.02% | +6,073 | New |
| Bokf, NA | 6,002 | $553.7K | 0.01% | +6,002 | New |
| Centiva Capital, LP | 5,885 | $536.9K | 0.02% | −3,651−38.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,832 | $532.1K | 0.11% | +1,258+27.5% | Added |
| Vise Technologies, Inc. | 5,748 | $524.4K | 0.07% | −3,621−38.6% | Reduced |
| Fox Run Management, L.L.C. | 5,668 | $517.1K | 0.12% | +5,668 | New |
| Xponance, Inc. | 5,665 | $516.8K | 0.00% | −386−6.4% | Reduced |
| Quest Partners LLC | 5,621 | $512.8K | 0.05% | +2,140+61.5% | Added |
| Samalin Investment Counsel, LLC | 5,530 | $504.5K | 0.22% | +376+7.3% | Added |
| Atria Investments LLC | 5,446 | $496.9K | 0.01% | +1,433+35.7% | Added |
| TCFG Wealth Management, LLC | 5,420 | $494.5K | 0.25% | +5,420 | New |
| Crossmark Global Holdings, Inc. | 5,404 | $493.0K | 0.01% | +543+11.2% | Added |
| Leonteq Securities AG | 5,381 | $490.9K | 0.06% | −17−0.3% | Reduced |
| Great Lakes Advisors, LLC | 5,254 | $479.3K | 0.00% | +5,254 | New |
| DGS Capital Management, LLC | 5,241 | $478.1K | 0.13% | +5,241 | New |
| Kames Capital plc | 5,176 | $471.9K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 5,001 | $456.2K | 0.09% | −9,917−66.5% | Reduced |
| Neuberger Berman Group LLC | 4,952 | $451.8K | 0.00% | −580−10.5% | Reduced |
| RWC Asset Management LLP | 4,760 | $434.3K | 0.03% | −1,450−23.3% | Reduced |
| Harvest Fund Management Co., Ltd | 4,683 | $427.0K | 0.03% | +4,683 | New |
| Western Wealth Management, LLC | 4,626 | $422.1K | 0.02% | +15+0.3% | Added |
| Triumph Capital Management | 4,618 | $421.3K | 0.15% | −718−13.5% | Reduced |
| Marshall Wace, LLP | 4,477 | $408.4K | 0.00% | −4,438−49.8% | Reduced |
| Mariner, LLC | 4,427 | $404.0K | 0.00% | +288+7.0% | Added |
| Burns Matteson Capital Management, LLC | 4,314 | $393.6K | 0.22% | +4,314 | New |
| Ariadne Wealth Management, LP | 3,528 | $391.6K | 0.21% | +3,528 | New |
| Millennium Management LLC | 4,236 | $386.4K | 0.00% | −130,571−96.9% | Reduced |
| Innealta Capital, LLC | 4,194 | $382.6K | 0.16% | +4,194 | New |
| Avantax Advisory Services, Inc. | 4,161 | $379.6K | 0.00% | +136+3.4% | Added |
| Simplex Trading, LLC | 4,109 | $374.0K | 0.01% | +1,968+91.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,047 | $369.2K | 0.00% | +396+10.8% | Added |
| CAPROCK Group, Inc. | 4,045 | $369.0K | 0.01% | +4,045 | New |
| Creative Planning | 4,041 | $368.7K | 0.00% | +373+10.2% | Added |
| Jones Financial Companies LLLP | 4,022 | $367.4K | 0.00% | +1,961+95.1% | Added |
| Integrated Wealth Concepts LLC | 4,011 | $365.9K | 0.00% | −457−10.2% | Reduced |
| Entropy Technologies, LP | 4,000 | $364.9K | 0.04% | −10,681−72.8% | Reduced |
| CI Private Wealth, LLC | 3,942 | $359.6K | 0.00% | −7,384−65.2% | Reduced |
| AlphaMark Advisors, LLC | 3,889 | $355.0K | 0.12% | −552−12.4% | Reduced |
| Two Sigma Securities, LLC | 3,839 | $350.2K | 0.03% | +3,839 | New |
| Cornercap Investment Counsel Inc | 3,789 | $345.7K | 0.10% | −4,020−51.5% | Reduced |
| Brevan Howard Capital Management LP | 3,714 | $338.8K | 0.02% | −12,845−77.6% | Reduced |
| Mutual Advisors, LLC | 3,309 | $329.2K | 0.01% | +6+0.2% | Added |
| Gotham Asset Management, LLC | 3,594 | $327.9K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,563 | $325.1K | 0.06% | +27+0.8% | Added |
| Truist Financial Corp | 3,533 | $322.3K | 0.00% | −12,155−77.5% | Reduced |
| CSS LLC | 3,528 | $321.9K | 0.02% | −6,200−63.7% | Reduced |
| Guggenheim Capital LLC | 3,523 | $321.4K | 0.00% | −8,201−70.0% | Reduced |
| Veriti Management LLC | 3,479 | $317.4K | 0.02% | −130−3.6% | Reduced |
| Sherbrooke Park Advisers LLC | 3,474 | $316.9K | 0.07% | −710−17.0% | Reduced |
| Focus Financial Network, Inc. | 3,454 | $315.1K | 0.01% | +3+0.1% | Added |
| Wolverine Trading, LLC | 3,398 | $310.4K | 0.01% | +3,398 | New |
| Concorde Asset Management, LLC | 3,400 | $310.2K | 0.18% | −1,300−27.7% | Reduced |
| Silver Oak Securities, Inc | 3,370 | $307.9K | 0.03% | +295+9.6% | Added |
| Savant Capital, LLC | 3,372 | $307.6K | 0.00% | +430+14.6% | Added |
| Glenmede Trust Co NA | 3,362 | $306.7K | 0.00% | +411+13.9% | Added |
| Nisa Investment Advisors, LLC | 3,358 | $306.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,332 | $299.0K | 0.00% | −27−0.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $295.0K | 0.11% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,226 | $294.3K | 0.00% | −875−21.3% | Reduced |
| LVZ Advisors, Inc. | 3,120 | $284.6K | 0.04% | +3,120 | New |
| Marcum Wealth, LLC | 3,056 | $278.8K | 0.03% | +3,056 | New |
| Sage Rhino Capital LLC | 2,926 | $266.9K | 0.06% | +55+1.9% | Added |
| The PNC Financial Services Group, Inc. | 2,919 | $266.3K | 0.00% | +581+24.9% | Added |