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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 3,624 | $315.6K | 0.00% | +252+7.5% | Added |
| Williamson Legacy Group, LLC | 3,617 | $315.0K | 0.21% | +3,617 | New |
| Gotham Asset Management, LLC | 3,594 | $313.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 3,571 | $311.0K | 0.00% | +38+1.1% | Added |
| Triumph Capital Management | 3,560 | $310.0K | 0.11% | −1,058−22.9% | Reduced |
| Paragon Capital Management Ltd | 3,511 | $305.7K | 0.06% | −52−1.5% | Reduced |
| Focus Financial Network, Inc. | 3,458 | $301.1K | 0.01% | +4+0.1% | Added |
| Forum Financial Management, LP | 3,447 | $300.2K | 0.00% | +752+27.9% | Added |
| Dynamic Technology Lab Private Ltd | 3,418 | $298.0K | 0.05% | +3,418 | New |
| Silver Oak Securities, Inc | 3,391 | $294.1K | 0.03% | +21+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,359 | $292.5K | 0.04% | −2,732−44.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $281.6K | 0.10% | 00.0% | Unchanged |
| Quest Partners LLC | 3,165 | $275.6K | 0.04% | −2,456−43.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,118 | $271.5K | 0.00% | +199+6.8% | Added |
| Wolverine Trading, LLC | 3,110 | $269.7K | 0.01% | −288−8.5% | Reduced |
| Marcum Wealth, LLC | 3,070 | $267.3K | 0.02% | +14+0.5% | Added |
| National Bank of Canada | 2,999 | $261.5K | 0.00% | +2,999 | New |
| Man Group plc | 3,001 | $261.3K | 0.00% | −3,315−52.5% | Reduced |
| Sage Rhino Capital LLC | 2,947 | $256.6K | 0.06% | +21+0.7% | Added |
| Concorde Asset Management, LLC | 2,900 | $252.5K | 0.13% | −500−14.7% | Reduced |
| Ameriflex Group, Inc. | 2,650 | $249.7K | 0.11% | +2,650 | New |
| Arete Wealth Advisors, LLC | 2,859 | $249.0K | 0.02% | +5+0.2% | Added |
| Private Trust Co NA | 2,845 | $247.7K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 2,817 | $245.3K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,807 | $244.4K | 0.02% | +1,497+114.3% | Added |
| Sequoia Financial Advisors, LLC | 2,745 | $239.1K | 0.00% | +72+2.7% | Added |
| IFP Advisors, Inc | 2,692 | $234.5K | 0.01% | +180+7.2% | Added |
| Evelyn Partners Investment Management LLP | 2,634 | $229.4K | 0.01% | +2,634 | New |
| Concurrent Investment Advisors, LLC | 2,569 | $223.7K | 0.01% | −43−1.6% | Reduced |
| Glenmede Trust Co NA | 2,528 | $220.1K | 0.00% | −834−24.8% | Reduced |
| Belpointe Asset Management LLC | 2,417 | $217.5K | 0.01% | +2+0.1% | Added |
| Brookstone Capital Management | 2,461 | $214.3K | 0.00% | +2,461 | New |
| RSM US Wealth Management LLC | 2,459 | $213.3K | 0.00% | +2,459 | New |
| Seeds Investor LLC | 2,369 | $206.3K | 0.06% | +102+4.5% | Added |
| GTS Securities LLC | 2,368 | $206.2K | 0.01% | +2,368 | New |
| Gladstone Institutional Advisory LLC | 2,365 | $205.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,362 | $205.7K | 0.00% | −864−26.8% | Reduced |
| Corton Capital Inc. | 2,350 | $204.6K | 0.12% | +2,350 | New |
| BKD Wealth Advisors, LLC | 2,328 | $202.7K | 0.00% | +2,328 | New |
| Nomura Asset Management Co Ltd | 2,130 | $185.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,999 | $174.0K | 0.00% | −8,886−81.6% | Reduced |
| Covestor Ltd | 1,986 | $173.0K | 0.11% | +436+28.1% | Added |
| CWM, LLC | 1,830 | $159.0K | 0.00% | +170+10.2% | Added |
| Global Retirement Partners, LLC | 1,808 | $157.4K | 0.00% | −93−4.9% | Reduced |
| GAMMA Investing LLC | 1,778 | $154.8K | 0.01% | +118+7.1% | Added |
| Fifth Third Bancorp | 1,660 | $144.6K | 0.00% | +11+0.7% | Added |
| CIBC Private Wealth Group, LLC | 1,486 | $131.7K | 0.00% | +1,338+904.1% | Added |
| Farther Finance Advisors, LLC | 1,499 | $130.5K | 0.00% | −96−6.0% | Reduced |
| R Squared Ltd | 1,447 | $126.0K | 0.12% | +1,447 | New |
| Ci Investments Inc. | 1,360 | $118.0K | 0.00% | −387−22.2% | Reduced |
| Harbor Capital Advisors, Inc. | 1,328 | $116.0K | 0.01% | −223−14.4% | Reduced |
| Close Asset Management Ltd | 1,197 | $104.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,137 | $98.6K | 0.00% | +1,137 | New |
| Smartleaf Asset Management LLC | 1,072 | $93.0K | 0.01% | −948−46.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,046 | $91.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 990 | $86.2K | 0.02% | −178−15.2% | Reduced |
| C M Bidwell & Associates Ltd | 970 | $84.5K | 0.05% | −38−3.8% | Reduced |
| Kapitalo Investimentos Ltda | 902 | $78.5K | 0.05% | +902 | New |
| Ronald Blue Trust, Inc. | 798 | $69.5K | 0.00% | +426+114.5% | Added |
| Plato Investment Management Ltd | 755 | $66.0K | 0.00% | −2,090−73.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 735 | $64.0K | 0.00% | +27+3.8% | Added |
| Spire Wealth Management | 700 | $61.0K | 0.00% | −100−12.5% | Reduced |
| Geneos Wealth Management Inc. | 682 | $59.4K | 0.00% | −376−35.5% | Reduced |
| Creative Financial Designs Inc | 644 | $56.1K | 0.00% | −96−13.0% | Reduced |
| 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 |
| Caitong International Asset Management Co., Ltd | 635 | $55.3K | 0.05% | +635 | New |
| Lavaca Capital LLC | 580 | $50.5K | 0.02% | +580 | New |
| EverSource Wealth Advisors, LLC | 530 | $46.2K | 0.00% | −65−10.9% | Reduced |
| SBI Securities Co., Ltd. | 508 | $44.2K | 0.00% | +508 | New |
| Platinum Investment Management Ltd | 488 | $42.5K | 0.00% | −52−9.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 457 | $39.8K | 0.01% | +457 | New |
| Quadrant Capital Group LLC | 448 | $39.0K | 0.00% | +52+13.1% | Added |
| Harbour Investments, Inc. | 421 | $36.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 415 | $36.1K | 0.00% | −4−1.0% | Reduced |
| Medallion Wealth Advisors, LLC | 355 | $30.9K | 0.02% | +355 | New |
| Hantz Financial Services, Inc. | 338 | $29.0K | 0.00% | +3+0.9% | Added |
| Quarry LP | 320 | $27.9K | 0.01% | +320 | New |
| Continuum Advisory, LLC | 307 | $26.7K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 301 | $26.2K | 0.00% | +301 | New |
| Bell Investment Advisors, Inc | 276 | $24.0K | 0.00% | −92−25.0% | Reduced |
| WR Wealth Planners, LLC | 236 | $20.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 233 | $20.0K | 0.00% | +89+61.8% | Added |
| Signaturefd, LLC | 223 | $19.4K | 0.00% | −5−2.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $18.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 210 | $18.3K | 0.00% | −33−13.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 174 | $15.2K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 166 | $14.0K | 0.00% | +10+6.4% | Added |
| Umb Bank N A | 156 | $13.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 150 | $13.1K | 0.00% | +150 | New |
| Wellington Shields Capital Management, LLC | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 124 | $10.8K | 0.00% | +20+19.2% | Added |
| Private Wealth Management Group, LLC | 122 | $10.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 112 | $9.75K | 0.00% | −6−5.1% | Reduced |
| Glen Eagle Advisors, LLC | 103 | $8.97K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 97 | $8.45K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 94 | $8.19K | 0.00% | +94 | New |