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 |
|---|---|---|---|---|---|
| MAI Capital Management | 93 | $8.14K | 0.00% | +93 | New |
| Compagnie Lombard Odier SCmA | 82 | $7.14K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 82 | $7.14K | 0.00% | +65+382.4% | Added |
| Hemington Wealth Management | 86 | $7.00K | 0.00% | +31+56.4% | Added |
| Rothschild Investment LLC | 80 | $6.97K | 0.00% | +5+6.7% | Added |
| 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 |
| LRI Investments, LLC | 70 | $6.10K | 0.00% | −56−44.4% | Reduced |
| Bryn Mawr Trust Co | 67 | $5.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $5.75K | 0.00% | +4+6.5% | Added |
| TD Waterhouse Canada Inc. | 64 | $5.57K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $5.40K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 66 | $5.29K | 0.00% | +66 | New |
| High Note Wealth, LLC | 50 | $4.35K | 0.00% | +50 | New |
| Red Tortoise LLC | 47 | $4.09K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 46 | $4.01K | 0.00% | +46 | New |
| Mather Group, LLC. | 45 | $3.92K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $3.48K | 0.00% | +20+100.0% | Added |
| Parallel Advisors, LLC | 40 | $3.48K | 0.00% | +3+8.1% | Added |
| Westside Investment Management, Inc. | 40 | $3.48K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 35 | $3.05K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $3.05K | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2.18K | 0.00% | +13+108.3% | Added |
| Sunbelt Securities, Inc. | 25 | $2.17K | 0.00% | +25 | New |
| Allworth Financial LP | 20 | $1.90K | 0.00% | −3−13.0% | Reduced |
| Graney & King, LLC | 21 | $1.81K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 20 | $1.74K | 0.00% | −3−13.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $1.66K | 0.00% | +2+11.8% | Added |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $697 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $610 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $435 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $349 | 0.00% | −2−33.3% | Reduced |
| CoreCap Advisors, LLC | 4 | $348 | 0.00% | −199−98.0% | Reduced |
| McIlrath & Eck, LLC | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $261 | 0.00% | +3 | New |
| Fairman Group, LLC | 2 | $174 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Mangrove Partners | 0 | $0 | 0.00% | −410,630−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −19,208−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,133−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,497−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −13,931−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,671−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −8,333−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −4,683−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,302−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |