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, Q4 2024
Institutional positions in Jackson Financial Inc. as of Dec 31, 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
- 439
- +34 vs. Q3 2024
- Shares held
- 68.4M
- +481.9K (+0.7%) vs. Q3 2024
- Total value
- $5.96B
- −$187.3M (−3.0%) vs. Q3 2024
- New holders
- 75
- 151 more added
- Sold out
- 41
- 165 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,392,129 | $817.9M | 0.01% | −596,903−6.0% | Reduced |
| BlackRock, Inc. | 7,287,886 | $634.6M | 0.01% | −50,279−0.7% | Reduced |
| Dimensional Fund Advisors LP | 4,398,846 | $383.0M | 0.09% | −204,197−4.4% | Reduced |
| First Trust Advisors LP | 4,134,545 | $360.0M | 0.32% | +487,803+13.4% | Added |
| State Street Corp | 3,363,446 | $292.9M | 0.01% | +96,465+3.0% | Added |
| Goldman Sachs Group Inc | 2,424,420 | $211.1M | 0.04% | +271,544+12.6% | Added |
| Geode Capital Management, LLC | 2,099,517 | $188.5M | 0.01% | +13,362+0.6% | Added |
| HSBC Holdings PLC | 2,102,462 | $183.7M | 0.11% | −131,956−5.9% | Reduced |
| American Century Companies Inc | 1,557,652 | $135.6M | 0.08% | −3,372−0.2% | Reduced |
| Donald Smith & Co., Inc. | 1,557,289 | $135.6M | 3.24% | −444,107−22.2% | Reduced |
| Morgan Stanley | 1,491,776 | $129.9M | 0.01% | −124,821−7.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,430,944 | $124.6M | 0.10% | −16,433−1.1% | Reduced |
| Acadian Asset Management LLC | 1,404,953 | $122.3M | 0.35% | −220,460−13.6% | Reduced |
| Norges Bank | 1,134,208 | $98.8M | 0.01% | −17,222−1.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,082,974 | $94.3M | 0.33% | +4,987+0.5% | Added |
| Charles Schwab Investment Management Inc | 1,079,240 | $94.0M | 0.02% | +28,337+2.7% | Added |
| Federated Hermes, Inc. | 1,010,490 | $88.0M | 0.19% | +40,828+4.2% | Added |
| Northern Trust Corp | 953,082 | $83.0M | 0.01% | +102,953+12.1% | Added |
| Bank of New York Mellon Corp | 767,047 | $66.8M | 0.01% | −135,102−15.0% | Reduced |
| Invesco Ltd. | 745,325 | $64.9M | 0.01% | −217,576−22.6% | Reduced |
| Allianz Asset Management GmbH | 744,897 | $64.9M | 0.09% | −32,397−4.2% | Reduced |
| JPMorgan Chase & Co | 650,544 | $56.6M | 0.00% | +164,800+33.9% | Added |
| LSV Asset Management | 586,559 | $51.1M | 0.12% | +60,459+11.5% | Added |
| Caisse de Depot Et Placement du Quebec | 566,916 | $49.4M | 0.10% | +420,245+286.5% | Added |
| Nuveen Asset Management, LLC | 532,142 | $46.3M | 0.01% | −35,069−6.2% | Reduced |
| Victory Capital Management Inc | 447,245 | $38.9M | 0.04% | +296,367+196.4% | Added |
| UBS Group AG | 444,026 | $38.7M | 0.01% | +172,304+63.4% | Added |
| Jupiter Asset Management Ltd | 432,512 | $37.7M | 0.37% | −138,472−24.3% | Reduced |
| Principal Financial Group Inc | 417,984 | $36.4M | 0.02% | +10,880+2.7% | Added |
| Wedge Capital Management L L P | 403,871 | $35.2M | 0.63% | −43,300−9.7% | Reduced |
| CBOE Vest Financial, LLC | 395,365 | $34.4M | 0.61% | +84,999+27.4% | Added |
| Russell Investments Group, Ltd. | 350,822 | $30.5M | 0.04% | −18,718−5.1% | Reduced |
| Raymond James Financial Inc | 312,272 | $27.2M | 0.01% | +312,272 | New |
| Ameriprise Financial Inc | 303,224 | $26.4M | 0.01% | −80,621−21.0% | Reduced |
| Qube Research & Technologies Ltd | 273,994 | $23.9M | 0.04% | −55,504−16.8% | Reduced |
| Legal & General Group Plc | 242,697 | $21.1M | 0.01% | −450−0.2% | Reduced |
| Rhumbline Advisers | 240,160 | $20.9M | 0.02% | −1,915−0.8% | Reduced |
| Bank of America Corp | 235,959 | $20.5M | 0.00% | +37,474+18.9% | Added |
| Nisa Investment Advisors, LLC | 226,418 | $19.7M | 0.08% | +223,060+6,642.6% | Added |
| Four Tree Island Advisory LLC | 221,617 | $19.3M | 13.33% | +221,617 | New |
| Candriam Luxembourg S.C.A. | 215,718 | $18.8M | 0.11% | −3,379−1.5% | Reduced |
| Wells Fargo & Company | 211,487 | $18.4M | 0.00% | −23,378−10.0% | Reduced |
| UBS Asset Management Americas Inc | 203,456 | $17.7M | 0.00% | +31,339+18.2% | Added |
| Janus Henderson Group PLC | 203,071 | $17.7M | 0.01% | +138,852+216.2% | Added |
| Citigroup Inc | 199,800 | $17.4M | 0.02% | +61,426+44.4% | Added |
| Ibex Wealth Advisors | 195,860 | $17.1M | 2.01% | +195,860 | New |
| Lazard Asset Management LLC | 195,194 | $17.0M | 0.02% | +16,467+9.2% | Added |
| LPL Financial LLC | 184,994 | $16.1M | 0.01% | +9,123+5.2% | Added |
| Public Sector Pension Investment Board | 184,028 | $16.0M | 0.07% | +24,417+15.3% | Added |
| Assenagon Asset Management S.A. | 180,253 | $15.7M | 0.03% | +153,992+586.4% | Added |
| Millennium Management LLC | 165,976 | $14.5M | 0.01% | +161,740+3,818.2% | Added |
| Churchill Management Corp | 157,447 | $13.7M | 0.15% | +197+0.1% | Added |
| Engineers Gate Manager LP | 155,909 | $13.6M | 0.24% | +149,707+2,413.9% | Added |
| Alliancebernstein L.P. | 153,437 | $13.4M | 0.00% | −9,196−5.7% | Reduced |
| Swiss National Bank | 148,000 | $12.9M | 0.01% | −1,000−0.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 147,589 | $12.9M | 0.03% | +147,589 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 147,000 | $12.8M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 146,912 | $12.8M | 0.02% | −8,500−5.5% | Reduced |
| California Public Employees Retirement System | 141,511 | $12.3M | 0.01% | −10,704−7.0% | Reduced |
| Royal Bank of Canada | 138,748 | $12.1M | 0.00% | −8,708−5.9% | Reduced |
| Miller Value Partners, LLC | 137,370 | $12.0M | 5.11% | +7,035+5.4% | Added |
| Barclays PLC | 134,092 | $11.7M | 0.01% | +91+0.1% | Added |
| SEI Investments Co | 131,497 | $11.5M | 0.01% | +874+0.7% | Added |
| Easterly Investment Partners LLC | 129,285 | $11.3M | 0.88% | −7,021−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 125,802 | $11.0M | 0.01% | −186,846−59.8% | Reduced |
| Massachusetts Financial Services Co | 122,410 | $10.7M | 0.00% | −7,727−5.9% | Reduced |
| Prudential Financial Inc | 119,230 | $10.4M | 0.01% | −9,610−7.5% | Reduced |
| Gator Capital Management, LLC | 111,850 | $9.74M | 3.68% | +1,050+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 109,830 | $9.64M | 0.02% | −62,734−36.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 109,839 | $9.56M | 0.02% | +19,934+22.2% | Added |
| DekaBank Deutsche Girozentrale | 107,791 | $9.27M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 103,705 | $9.03M | 0.15% | +103,705 | New |
| Squarepoint Ops LLC | 103,162 | $8.98M | 0.02% | +66,878+184.3% | Added |
| Lighthouse Investment Partners, LLC | 102,621 | $8.94M | 0.35% | +4,204+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 101,327 | $8.82M | 0.03% | +9,250+10.0% | Added |
| AQR Capital Management LLC | 100,962 | $8.79M | 0.01% | −19,937−16.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 99,973 | $8.71M | 0.02% | −3,381−3.3% | Reduced |
| Franklin Resources Inc | 95,585 | $8.32M | 0.00% | −2,080−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 95,107 | $8.28M | 0.01% | +95,107 | New |
| Assetmark, Inc | 92,508 | $8.06M | 0.02% | +867+0.9% | Added |
| Wesleyan Assurance Society | 89,432 | $7.78M | 0.60% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 88,313 | $7.69M | 0.33% | +68,078+336.4% | Added |
| ExodusPoint Capital Management, LP | 87,511 | $7.62M | 0.08% | +87,511 | New |
| Bridgeway Capital Management, LLC | 83,092 | $7.24M | 0.16% | −9,000−9.8% | Reduced |
| Schroder Investment Management Group | 83,133 | $7.21M | 0.01% | −11,142−11.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 79,257 | $6.90M | 0.06% | −9,743−10.9% | Reduced |
| Amundi | 75,657 | $6.70M | 0.00% | +50,847+204.9% | Added |
| Kera Capital Partners, Inc. | 74,642 | $6.50M | 1.87% | +74,642 | New |
| Teacher Retirement System of Texas | 73,848 | $6.43M | 0.02% | −670−0.9% | Reduced |
| Quantbot Technologies LP | 71,675 | $6.24M | 0.23% | +71,675 | New |
| Ancora Advisors, LLC | 70,830 | $6.17M | 0.14% | −18,217−20.5% | Reduced |
| California State Teachers Retirement System | 70,347 | $6.13M | 0.01% | −2,803−3.8% | Reduced |
| HRT Financial LP | 70,293 | $6.12M | 0.03% | +70,293 | New |
| Illinois Municipal Retirement Fund | 68,827 | $5.99M | 0.08% | +29,043+73.0% | Added |
| Denali Advisors LLC | 68,129 | $5.93M | 0.62% | −13,191−16.2% | Reduced |
| Segall Bryant & Hamill, LLC | 66,524 | $5.79M | 0.08% | −9,701−12.7% | Reduced |
| Algert Global LLC | 65,977 | $5.75M | 0.14% | +55,390+523.2% | Added |
| Deutsche Bank AG | 65,617 | $5.71M | 0.00% | +21,556+48.9% | Added |
| Cetera Investment Advisers | 61,624 | $5.37M | 0.01% | +947+1.6% | Added |
| Beacon Pointe Advisors, LLC | 61,600 | $5.36M | 0.06% | −566−0.9% | Reduced |