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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 12,746 | $1.11M | 0.00% | −15,819−55.4% | Reduced |
| Winton Group Ltd | 12,721 | $1.11M | 0.07% | −74,195−85.4% | Reduced |
| CenterBook Partners LP | 12,643 | $1.10M | 0.07% | +3,739+42.0% | Added |
| Graham Capital Management, L.P. | 12,559 | $1.09M | 0.03% | −4,347−25.7% | Reduced |
| Strategic Advisors LLC | 12,468 | $1.09M | 0.20% | +468+3.9% | Added |
| Wellington Shields & Co., LLC | 12,375 | $1.08M | 0.33% | −10−0.1% | Reduced |
| Two Sigma Advisers, LP | 12,200 | $1.06M | 0.00% | −100−0.8% | Reduced |
| Summit Global Investments | 11,960 | $1.04M | 0.07% | +4,123+52.6% | Added |
| South Dakota Investment Council | 11,915 | $1.04M | 0.02% | −4,015−25.2% | Reduced |
| CWA Asset Management Group, LLC | 11,898 | $1.04M | 0.05% | +2,069+21.0% | Added |
| Independent Advisor Alliance | 11,739 | $1.02M | 0.01% | +309+2.7% | Added |
| Pathstone Holdings, LLC | 11,446 | $996.7K | 0.00% | −7,096−38.3% | Reduced |
| Prospera Financial Services Inc | 11,371 | $990.3K | 0.02% | −625−5.2% | Reduced |
| Mutual of America Capital Management LLC | 11,189 | $974.3K | 0.01% | −127−1.1% | Reduced |
| Fox Run Management, L.L.C. | 11,114 | $967.8K | 0.18% | +5,446+96.1% | Added |
| Centaurus Financial, Inc. | 10,621 | $925.0K | 0.06% | +452+4.4% | Added |
| Pictet Asset Management Holding SA | 10,472 | $911.9K | 0.00% | +1,078+11.5% | Added |
| AXA S.A. | 10,467 | $911.5K | 0.00% | −155,968−93.7% | Reduced |
| Harmony Asset Management LLC | 10,262 | $893.6K | 0.35% | +1,492+17.0% | Added |
| Harvest Investment Services, LLC | 10,193 | $887.6K | 0.22% | +10,193 | New |
| International Assets Investment Management, LLC | 10,039 | $881.2K | 0.07% | −932,000−98.9% | Reduced |
| Bank of Montreal | 9,926 | $864.4K | 0.00% | +810+8.9% | Added |
| Regal Investment Advisors LLC | 9,889 | $861.2K | 0.06% | +275+2.9% | Added |
| Quantinno Capital Management LP | 9,683 | $843.2K | 0.01% | +9,683 | New |
| Cambria Investment Management, L.P. | 9,532 | $830.0K | 0.05% | −220−2.3% | Reduced |
| Royce & Associates LP | 9,318 | $811.4K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 9,111 | $793.4K | 0.01% | +246+2.8% | Added |
| JustInvest LLC | 9,086 | $791.2K | 0.01% | +113+1.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,100 | $789.2K | 0.00% | −6,800−42.8% | Reduced |
| US Bancorp | 9,047 | $787.8K | 0.00% | −20.0% | Reduced |
| STRS Ohio | 9,885 | $770.6K | 0.00% | −11,100−52.9% | Reduced |
| Mercer Global Advisors Inc | 8,801 | $766.4K | 0.00% | −1,267−12.6% | Reduced |
| Baird Financial Group, Inc. | 8,800 | $766.3K | 0.00% | −448−4.8% | Reduced |
| Benjamin Edwards Inc | 8,523 | $742.2K | 0.01% | −391−4.4% | Reduced |
| Verition Fund Management LLC | 8,462 | $736.9K | 0.00% | +1,786+26.8% | Added |
| Kestra Investment Management, LLC | 8,390 | $730.6K | 0.03% | −6,878−45.0% | Reduced |
| Profund Advisors LLC | 8,279 | $720.9K | 0.03% | +2,130+34.6% | Added |
| Point72 Hong Kong Ltd | 8,203 | $714.3K | 0.04% | +8,203 | New |
| Kestra Private Wealth Services, LLC | 8,084 | $704.0K | 0.01% | +1,524+23.2% | Added |
| Petra Financial Advisors Inc | 8,071 | $702.8K | 0.48% | +35+0.4% | Added |
| Counterpoint Mutual Funds LLC | 7,918 | $689.5K | 0.09% | +2,917+58.3% | Added |
| New York Life Investment Management LLC | 7,908 | $688.6K | 0.01% | +7,908 | New |
| CV Advisors LLC | 7,800 | $679.2K | 0.24% | +7,800 | New |
| Ameritas Investment Partners, Inc. | 7,671 | $668.0K | 0.02% | +79+1.0% | Added |
| Aristides Capital LLC | 7,483 | $651.6K | 0.20% | +810+12.1% | Added |
| CIBC Asset Management Inc | 7,431 | $647.1K | 0.00% | +234+3.3% | Added |
| Aigen Investment Management, LP | 7,361 | $641.0K | 0.11% | +7,361 | New |
| Danske Bank A/S | 7,283 | $634.2K | 0.00% | −13,513−65.0% | Reduced |
| Atria Investments LLC | 7,219 | $628.7K | 0.01% | +1,773+32.6% | Added |
| CIBC World Markets Corp | 7,018 | $611.1K | 0.00% | +7,018 | New |
| Creative Planning | 6,921 | $602.7K | 0.00% | +2,880+71.3% | Added |
| Level Four Advisory Services, LLC | 6,904 | $601.2K | 0.02% | +28+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,837 | $595.4K | 0.12% | +1,005+17.2% | Added |
| Fernwood Investment Management, LLC | 6,825 | $594.3K | 0.21% | −500−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 6,635 | $578.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,572 | $572.3K | 0.01% | +907+16.0% | Added |
| Simplex Trading, LLC | 6,528 | $568.0K | 0.02% | +2,419+58.9% | Added |
| Jefferies Financial Group Inc. | 6,428 | $559.8K | 0.01% | −3,652−36.2% | Reduced |
| GWM Advisors LLC | 6,363 | $554.1K | 0.00% | +4,160+188.8% | Added |
| Bokf, NA | 6,311 | $533.6K | 0.01% | +309+5.1% | Added |
| Point72 (DIFC) Ltd | 6,079 | $529.4K | 0.05% | +6,079 | New |
| Shell Asset Management Co | 6,064 | $528.0K | 0.02% | −9−0.1% | Reduced |
| HighTower Advisors, LLC | 5,823 | $507.1K | 0.00% | +2,491+74.8% | Added |
| Samalin Investment Counsel, LLC | 5,613 | $488.8K | 0.21% | +83+1.5% | Added |
| Entropy Technologies, LP | 5,556 | $483.8K | 0.05% | +1,556+38.9% | Added |
| Jain Global LLC | 5,526 | $481.2K | 0.01% | +5,526 | New |
| Vinva Investment Management Ltd | 3,395 | $473.6K | 0.02% | +3,395 | New |
| Crossmark Global Holdings, Inc. | 5,385 | $469.0K | 0.01% | −19−0.4% | Reduced |
| Leonteq Securities AG | 5,378 | $468.3K | 0.05% | −3−0.1% | Reduced |
| Toroso Investments, LLC | 5,342 | $465.2K | 0.00% | −13,655−71.9% | Reduced |
| Vise Technologies, Inc. | 5,323 | $463.5K | 0.04% | −425−7.4% | Reduced |
| Everence Capital Management Inc | 5,270 | $459.0K | 0.03% | −3,710−41.3% | Reduced |
| Great Lakes Advisors, LLC | 5,262 | $458.2K | 0.00% | +8+0.2% | Added |
| Bryce Point Capital, LLC | 5,242 | $456.5K | 0.13% | +5,242 | New |
| Ethic Inc. | 5,229 | $455.4K | 0.01% | +5,229 | New |
| Kames Capital plc | 5,176 | $450.4K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,935 | $445.7K | 0.00% | −3,087−38.5% | Reduced |
| Mariner, LLC | 5,086 | $442.9K | 0.00% | +659+14.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,792 | $417.3K | 0.11% | +4,792 | New |
| Brinker Capital Investments, LLC | 4,769 | $415.3K | 0.00% | +2,000+72.2% | Added |
| Orion Portfolio Solutions, LLC | 4,769 | $415.3K | 0.00% | +2,000+72.2% | Added |
| Meriwether Wealth & Planning, LLC | 4,738 | $412.6K | 0.29% | +4,738 | New |
| Ariadne Wealth Management, LP | 4,370 | $406.1K | 0.19% | +842+23.9% | Added |
| Western Wealth Management, LLC | 4,643 | $404.3K | 0.02% | +17+0.4% | Added |
| TCFG Wealth Management, LLC | 4,543 | $395.6K | 0.20% | −877−16.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,451 | $387.6K | 0.00% | +290+7.0% | Added |
| CAPROCK Group, Inc. | 4,218 | $367.3K | 0.01% | +173+4.3% | Added |
| Innealta Capital, LLC | 4,194 | $365.2K | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,108 | $357.7K | 0.00% | +97+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,088 | $356.0K | 0.00% | +41+1.0% | Added |
| GWN Securities Inc. | 3,904 | $348.9K | 0.09% | +3,904 | New |
| RWC Asset Management LLP | 3,986 | $347.1K | 0.02% | −774−16.3% | Reduced |
| LVZ Advisors, Inc. | 3,962 | $345.0K | 0.04% | +842+27.0% | Added |
| DGS Capital Management, LLC | 3,924 | $341.7K | 0.09% | −1,317−25.1% | Reduced |
| Jones Financial Companies LLLP | 3,895 | $339.2K | 0.00% | −127−3.2% | Reduced |
| Neuberger Berman Group LLC | 3,829 | $333.4K | 0.00% | −1,123−22.7% | Reduced |
| Twinbeech Capital LP | 3,808 | $331.6K | 0.01% | −25,790−87.1% | Reduced |
| Cornercap Investment Counsel Inc | 3,789 | $329.9K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,751 | $326.6K | 0.01% | +3,346+826.2% | Added |
| NewEdge Wealth, LLC | 3,635 | $316.6K | 0.01% | +3,635 | New |