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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 2,845 | $259.5K | 0.03% | −40−1.4% | Reduced |
| Plato Investment Management Ltd | 2,845 | $259.3K | 0.02% | +279+10.9% | Added |
| Arete Wealth Advisors, LLC | 2,854 | $258.0K | 0.02% | +2,854 | New |
| Shelton Capital Management | 2,817 | $257.0K | 0.01% | 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 |
| Forum Financial Management, LP | 2,695 | $245.9K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,673 | $243.9K | 0.00% | +2,673 | New |
| Concurrent Investment Advisors, LLC | 2,612 | $238.3K | 0.01% | +2,612 | New |
| IFP Advisors, Inc | 2,512 | $229.2K | 0.01% | +420+20.1% | Added |
| Belpointe Asset Management LLC | 2,415 | $220.3K | 0.01% | −1,254−34.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,365 | $215.7K | 0.01% | +2,365 | New |
| KBC Group NV | 2,309 | $211.0K | 0.00% | +620+36.7% | Added |
| ISAM Funds (UK) Ltd | 2,302 | $210.0K | 0.12% | +2,302 | New |
| Seeds Investor LLC | 2,267 | $206.8K | 0.08% | +2,267 | New |
| Fifth Third Wealth Advisors LLC | 2,266 | $206.7K | 0.01% | +2,266 | New |
| GWM Advisors LLC | 2,203 | $201.0K | 0.00% | −64−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 2,130 | $194.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,122 | $193.6K | 0.03% | −330−13.5% | Reduced |
| Smartleaf Asset Management LLC | 2,020 | $184.5K | 0.02% | +1,643+435.8% | Added |
| Global Retirement Partners, LLC | 1,901 | $173.4K | 0.01% | +741+63.9% | Added |
| Ci Investments Inc. | 1,747 | $159.0K | 0.00% | +228+15.0% | Added |
| GAMMA Investing LLC | 1,660 | $151.4K | 0.02% | +885+114.2% | Added |
| CWM, LLC | 1,660 | $151.0K | 0.00% | +635+62.0% | Added |
| Fifth Third Bancorp | 1,649 | $150.4K | 0.00% | +35+2.2% | Added |
| Farther Finance Advisors, LLC | 1,595 | $145.6K | 0.01% | −87−5.2% | Reduced |
| 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 |
| Headlands Technologies LLC | 1,310 | $119.5K | 0.01% | +1,310 | New |
| Catalyst Funds Management Pty Ltd | 1,300 | $118.6K | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,197 | $109.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,168 | $106.6K | 0.02% | −147−11.2% | Reduced |
| Planned Solutions, Inc. | 1,100 | $100.4K | 0.04% | +1,100 | New |
| Geneos Wealth Management Inc. | 1,058 | $96.5K | 0.00% | +5+0.5% | Added |
| Farmers & Merchants Investments Inc | 1,046 | $95.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,008 | $92.0K | 0.06% | +915+983.9% | Added |
| Brown Shipley& Co Ltd | 854 | $77.9K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $73.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 740 | $67.5K | 0.01% | −97−11.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 708 | $64.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 595 | $54.3K | 0.00% | +157+35.8% | Added |
| NBC Securities, Inc. | 550 | $50.0K | 0.00% | −209−27.5% | Reduced |
| Platinum Investment Management Ltd | 540 | $49.3K | 0.00% | −866−61.6% | Reduced |
| Harbour Investments, Inc. | 421 | $38.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 419 | $38.2K | 0.00% | −33−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 405 | $36.9K | 0.00% | −16,936−97.7% | Reduced |
| Quadrant Capital Group LLC | 396 | $36.1K | 0.00% | +14+3.7% | Added |
| Bell Investment Advisors, Inc | 368 | $33.6K | 0.01% | −10−2.6% | Reduced |
| Hantz Financial Services, Inc. | 335 | $31.0K | 0.00% | +3+0.9% | Added |
| Continuum Advisory, LLC | 307 | $30.9K | 0.00% | +1+0.3% | Added |
| Ronald Blue Trust, Inc. | 372 | $27.6K | 0.00% | +260+232.1% | Added |
| Versant Capital Management, Inc | 243 | $22.2K | 0.01% | +112+85.5% | Added |
| WR Wealth Planners, LLC | 236 | $21.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 228 | $20.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $18.9K | 0.00% | +207 | New |
| CoreCap Advisors, LLC | 203 | $18.5K | 0.00% | +203 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $18.2K | 0.01% | +200 | New |
| WealthCollab, LLC | 174 | $15.9K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 210 | $15.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 156 | $14.2K | 0.00% | +78+100.0% | Added |
| Matrix Trust Co | 156 | $14.0K | 0.00% | +3+2.0% | Added |
| CIBC Private Wealth Group, LLC | 148 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 144 | $13.0K | 0.00% | +80+125.0% | Added |
| LRI Investments, LLC | 126 | $12.7K | 0.00% | +126 | New |
| Wellington Shields Capital Management, LLC | 138 | $12.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 118 | $10.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 108 | $9.85K | 0.00% | +108 | New |
| Legacy Investment Solutions, LLC | 88 | $9.52K | 0.01% | +88 | New |
| Legacy Wealth Managment, LLC | 88 | $9.52K | 0.01% | +88 | New |
| Fortitude Family Office, LLC | 104 | $9.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $9.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $9.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $9.12K | 0.01% | +100 | New |
| Brown Brothers Harriman & Co | 97 | $8.85K | 0.00% | +97 | New |
| Compagnie Lombard Odier SCmA | 82 | $7.48K | 0.00% | −284−77.6% | Reduced |
| Rothschild Investment LLC | 75 | $6.84K | 0.00% | +35+87.5% | Added |
| Bryn Mawr Trust Co | 67 | $6.11K | 0.00% | +67 | New |
| TD Waterhouse Canada Inc. | 64 | $5.76K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 62 | $5.66K | 0.00% | +7+12.7% | Added |
| LGT Financial Advisors LLC | 62 | $5.66K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $5.00K | 0.00% | +55 | New |
| Naples Money Management LLC | 51 | $4.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $4.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $4.20K | 0.00% | +34+283.3% | Added |
| Mather Group, LLC. | 45 | $4.11K | 0.00% | −3−6.3% | Reduced |
| True Wealth Design, LLC | 42 | $3.83K | 0.00% | −11,764−99.6% | Reduced |
| Parallel Advisors, LLC | 37 | $3.38K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 37 | $3.38K | 0.00% | +37 | New |
| First Pacific Financial | 36 | $3.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $3.19K | 0.00% | −344−90.8% | Reduced |
| Frazier Financial Advisors, LLC | 33 | $3.01K | 0.00% | −158−82.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 32 | $2.92K | 0.00% | +32 | New |
| Whittier Trust Co of Nevada Inc | 30 | $2.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $1.82K | 0.00% | +9+81.8% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $1.55K | 0.00% | +3+21.4% | Added |
| Rakuten Securities, Inc. | 17 | $1.55K | 0.00% | +17 | New |
| Horizon Investments, LLC | 16 | $1.46K | 0.00% | +3+23.1% | Added |