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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $261 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $348 | 0.00% | −199−98.0% | Reduced |
| Abound Wealth Management | 4 | $349 | 0.00% | −2−33.3% | Reduced |
| Global Financial Private Client, LLC | 5 | $435 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 7 | $610 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $697 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.66K | 0.00% | +2+11.8% | Added |
| SJS Investment Consulting Inc. | 20 | $1.74K | 0.00% | −3−13.0% | Reduced |
| Graney & King, LLC | 21 | $1.81K | 0.00% | +21 | New |
| Allworth Financial LP | 20 | $1.90K | 0.00% | −3−13.0% | Reduced |
| Sunbelt Securities, Inc. | 25 | $2.17K | 0.00% | +25 | New |
| Larson Financial Group LLC | 25 | $2.18K | 0.00% | +13+108.3% | Added |
| Whittier Trust Co of Nevada Inc | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $3.05K | 0.00% | +35 | New |
| Sound Income Strategies, LLC | 35 | $3.05K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $3.48K | 0.00% | +3+8.1% | Added |
| Westside Investment Management, Inc. | 40 | $3.48K | 0.00% | +40 | New |
| Huntington National Bank | 40 | $3.48K | 0.00% | +20+100.0% | Added |
| Mather Group, LLC. | 45 | $3.92K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 46 | $4.01K | 0.00% | +46 | New |
| Red Tortoise LLC | 47 | $4.09K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $4.35K | 0.00% | +50 | New |
| Union Bancaire Privee, UBP SA | 66 | $5.29K | 0.00% | +66 | New |
| LGT Financial Advisors LLC | 62 | $5.40K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 64 | $5.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $5.75K | 0.00% | +4+6.5% | Added |
| Bryn Mawr Trust Co | 67 | $5.83K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 70 | $6.10K | 0.00% | −56−44.4% | Reduced |
| First Horizon Advisors, Inc. | 78 | $6.79K | 0.00% | −23−22.8% | Reduced |
| Massmutual Trust Co FSB | 78 | $6.79K | 0.00% | +32+69.6% | Added |
| Rothschild Investment LLC | 80 | $6.97K | 0.00% | +5+6.7% | Added |
| Hemington Wealth Management | 86 | $7.00K | 0.00% | +31+56.4% | Added |
| Compagnie Lombard Odier SCmA | 82 | $7.14K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 82 | $7.14K | 0.00% | +65+382.4% | Added |
| MAI Capital Management | 93 | $8.14K | 0.00% | +93 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 94 | $8.19K | 0.00% | +94 | New |
| Brown Brothers Harriman & Co | 97 | $8.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $8.97K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 112 | $9.75K | 0.00% | −6−5.1% | Reduced |
| Legacy Investment Solutions, LLC | 113 | $10.5K | 0.01% | +25+28.4% | Added |
| Legacy Wealth Managment, LLC | 113 | $10.5K | 0.01% | +25+28.4% | Added |
| Private Wealth Management Group, LLC | 122 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $10.8K | 0.00% | +20+19.2% | Added |
| Wellington Shields Capital Management, LLC | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 150 | $13.1K | 0.00% | +150 | New |
| Umb Bank N A | 156 | $13.6K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 166 | $14.0K | 0.00% | +10+6.4% | Added |
| WealthCollab, LLC | 174 | $15.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 210 | $18.3K | 0.00% | −33−13.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $18.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 223 | $19.4K | 0.00% | −5−2.2% | Reduced |
| Bessemer Group Inc | 233 | $20.0K | 0.00% | +89+61.8% | Added |
| WR Wealth Planners, LLC | 236 | $20.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 276 | $24.0K | 0.00% | −92−25.0% | Reduced |
| Empowered Funds, LLC | 301 | $26.2K | 0.00% | +301 | New |
| Continuum Advisory, LLC | 307 | $26.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 320 | $27.9K | 0.01% | +320 | New |
| Hantz Financial Services, Inc. | 338 | $29.0K | 0.00% | +3+0.9% | Added |
| Medallion Wealth Advisors, LLC | 355 | $30.9K | 0.02% | +355 | New |
| Principal Securities, Inc. | 415 | $36.1K | 0.00% | −4−1.0% | Reduced |
| Harbour Investments, Inc. | 421 | $36.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 448 | $39.0K | 0.00% | +52+13.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 457 | $39.8K | 0.01% | +457 | New |
| Platinum Investment Management Ltd | 488 | $42.5K | 0.00% | −52−9.6% | Reduced |
| SBI Securities Co., Ltd. | 508 | $44.2K | 0.00% | +508 | New |
| EverSource Wealth Advisors, LLC | 530 | $46.2K | 0.00% | −65−10.9% | Reduced |
| Lavaca Capital LLC | 580 | $50.5K | 0.02% | +580 | New |
| Caitong International Asset Management Co., Ltd | 635 | $55.3K | 0.05% | +635 | New |
| Brown Shipley& Co Ltd | 640 | $55.7K | 0.03% | −214−25.1% | Reduced |
| Group One Trading, L.P. | 640 | $55.7K | 0.00% | +640 | New |
| Creative Financial Designs Inc | 644 | $56.1K | 0.00% | −96−13.0% | Reduced |
| Geneos Wealth Management Inc. | 682 | $59.4K | 0.00% | −376−35.5% | Reduced |
| Spire Wealth Management | 700 | $61.0K | 0.00% | −100−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 735 | $64.0K | 0.00% | +27+3.8% | Added |
| Plato Investment Management Ltd | 755 | $66.0K | 0.00% | −2,090−73.5% | Reduced |
| Ronald Blue Trust, Inc. | 798 | $69.5K | 0.00% | +426+114.5% | Added |
| Kapitalo Investimentos Ltda | 902 | $78.5K | 0.05% | +902 | New |
| C M Bidwell & Associates Ltd | 970 | $84.5K | 0.05% | −38−3.8% | Reduced |
| Hexagon Capital Partners LLC | 990 | $86.2K | 0.02% | −178−15.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,046 | $91.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,072 | $93.0K | 0.01% | −948−46.9% | Reduced |
| Raiffeisen Bank International AG | 1,137 | $98.6K | 0.00% | +1,137 | New |
| Close Asset Management Ltd | 1,197 | $104.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,328 | $116.0K | 0.01% | −223−14.4% | Reduced |
| Ci Investments Inc. | 1,360 | $118.0K | 0.00% | −387−22.2% | Reduced |
| R Squared Ltd | 1,447 | $126.0K | 0.12% | +1,447 | New |
| Farther Finance Advisors, LLC | 1,499 | $130.5K | 0.00% | −96−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,486 | $131.7K | 0.00% | +1,338+904.1% | Added |
| Fifth Third Bancorp | 1,660 | $144.6K | 0.00% | +11+0.7% | Added |
| GAMMA Investing LLC | 1,778 | $154.8K | 0.01% | +118+7.1% | Added |
| Global Retirement Partners, LLC | 1,808 | $157.4K | 0.00% | −93−4.9% | Reduced |
| CWM, LLC | 1,830 | $159.0K | 0.00% | +170+10.2% | Added |
| Covestor Ltd | 1,986 | $173.0K | 0.11% | +436+28.1% | Added |
| SG Americas Securities, LLC | 1,999 | $174.0K | 0.00% | −8,886−81.6% | Reduced |
| Nomura Asset Management Co Ltd | 2,130 | $185.5K | 0.00% | 00.0% | Unchanged |