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, Q1 2025
Institutional positions in Jackson Financial Inc. as of Mar 31, 2025. 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
- 455
- +24 vs. Q4 2024
- Shares held
- 65.6M
- −2.22M (−3.3%) vs. Q4 2024
- Total value
- $5.50B
- −$417.6M (−7.1%) vs. Q4 2024
- New holders
- 62
- 155 more added
- Sold out
- 38
- 178 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,364,581 | $784.6M | 0.01% | −27,548−0.3% | Reduced |
| BlackRock, Inc. | 7,100,083 | $594.8M | 0.01% | −187,803−2.6% | Reduced |
| Dimensional Fund Advisors LP | 4,130,098 | $346.0M | 0.09% | −268,748−6.1% | Reduced |
| State Street Corp | 3,159,134 | $264.7M | 0.01% | −204,312−6.1% | Reduced |
| HSBC Holdings PLC | 1,976,306 | $164.3M | 0.11% | −126,156−6.0% | Reduced |
| Goldman Sachs Group Inc | 1,904,019 | $159.5M | 0.03% | −520,401−21.5% | Reduced |
| Geode Capital Management, LLC | 1,788,399 | $150.5M | 0.01% | −311,118−14.8% | Reduced |
| Donald Smith & Co., Inc. | 1,666,047 | $139.6M | 3.42% | +108,758+7.0% | Added |
| American Century Companies Inc | 1,529,982 | $128.2M | 0.08% | −27,670−1.8% | Reduced |
| Morgan Stanley | 1,349,224 | $113.0M | 0.01% | −142,552−9.6% | Reduced |
| Acadian Asset Management LLC | 1,339,265 | $112.2M | 0.32% | −65,688−4.7% | Reduced |
| First Trust Advisors LP | 1,323,256 | $110.9M | 0.10% | −2,811,289−68.0% | Reduced |
| Norges Bank | 1,310,850 | $109.8M | 0.02% | +176,642+15.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,116,767 | $93.6M | 0.08% | −314,177−22.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,084,560 | $90.9M | 0.02% | +5,320+0.5% | Added |
| Federated Hermes, Inc. | 937,572 | $78.5M | 0.17% | −72,918−7.2% | Reduced |
| Northern Trust Corp | 920,553 | $77.1M | 0.01% | −32,529−3.4% | Reduced |
| Assenagon Asset Management S.A. | 874,771 | $73.3M | 0.13% | +694,518+385.3% | Added |
| Allianz Asset Management GmbH | 739,223 | $61.9M | 0.09% | −5,674−0.8% | Reduced |
| Bank of New York Mellon Corp | 696,083 | $58.3M | 0.01% | −70,964−9.3% | Reduced |
| Millennium Management LLC | 658,468 | $55.2M | 0.05% | +492,492+296.7% | Added |
| LSV Asset Management | 651,798 | $54.6M | 0.13% | +65,239+11.1% | Added |
| Jacobs Levy Equity Management, Inc | 636,544 | $53.3M | 0.21% | −446,430−41.2% | Reduced |
| UBS Group AG | 604,493 | $50.6M | 0.01% | +160,467+36.1% | Added |
| Invesco Ltd. | 593,311 | $49.7M | 0.01% | −152,014−20.4% | Reduced |
| Nuveen, LLC | 523,150 | $43.8M | 0.01% | +523,150 | New |
| JPMorgan Chase & Co | 519,478 | $43.5M | 0.00% | −131,066−20.1% | Reduced |
| Victory Capital Management Inc | 493,052 | $41.3M | 0.04% | +45,807+10.2% | Added |
| Citadel Advisors LLC | 437,446 | $36.6M | 0.04% | +400,245+1,075.9% | Added |
| Principal Financial Group Inc | 429,789 | $36.0M | 0.02% | +11,805+2.8% | Added |
| Wedge Capital Management L L P | 401,558 | $33.6M | 0.65% | −2,313−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 386,377 | $32.4M | 0.07% | −180,539−31.8% | Reduced |
| Jane Street Group, LLC | 352,957 | $29.6M | 0.05% | +330,720+1,487.3% | Added |
| HRT Financial LP | 333,563 | $27.9M | 0.18% | +263,270+374.5% | Added |
| Russell Investments Group, Ltd. | 311,982 | $26.0M | 0.04% | −38,840−11.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 297,000 | $24.9M | 0.06% | +150,000+102.0% | Added |
| Citigroup Inc | 276,408 | $23.2M | 0.02% | +76,608+38.3% | Added |
| Public Sector Pension Investment Board | 264,800 | $22.2M | 0.10% | +80,772+43.9% | Added |
| Cubist Systematic Strategies, LLC | 253,504 | $21.2M | 0.28% | +149,799+144.4% | Added |
| Wells Fargo & Company | 252,175 | $21.1M | 0.01% | +40,688+19.2% | Added |
| Bank of America Corp | 249,636 | $20.9M | 0.00% | +13,677+5.8% | Added |
| Raymond James Financial Inc | 241,666 | $20.2M | 0.01% | −70,606−22.6% | Reduced |
| Four Tree Island Advisory LLC | 232,950 | $19.5M | 13.70% | +11,333+5.1% | Added |
| Legal & General Group Plc | 232,599 | $19.5M | 0.01% | −10,098−4.2% | Reduced |
| Rhumbline Advisers | 226,104 | $18.9M | 0.02% | −14,056−5.9% | Reduced |
| UBS Asset Management Americas Inc | 210,836 | $17.7M | 0.00% | +7,380+3.6% | Added |
| Ameriprise Financial Inc | 202,936 | $17.0M | 0.00% | −100,288−33.1% | Reduced |
| Janus Henderson Group PLC | 202,771 | $16.9M | 0.01% | −300−0.1% | Reduced |
| Easterly Investment Partners LLC | 200,479 | $16.8M | 1.40% | +71,194+55.1% | Added |
| Candriam Luxembourg S.C.A. | 198,900 | $16.7M | 0.10% | −16,818−7.8% | Reduced |
| Qube Research & Technologies Ltd | 195,914 | $16.4M | 0.03% | −78,080−28.5% | Reduced |
| ExodusPoint Capital Management, LP | 193,811 | $16.2M | 0.21% | +106,300+121.5% | Added |
| Ibex Wealth Advisors | 190,632 | $16.0M | 2.11% | −5,228−2.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 189,067 | $15.8M | 0.02% | +63,265+50.3% | Added |
| Voloridge Investment Management, LLC | 187,978 | $15.7M | 0.06% | +169,356+909.4% | Added |
| Tudor Investment Corp Et Al | 187,492 | $15.7M | 0.14% | +173,286+1,219.8% | Added |
| LPL Financial LLC | 185,902 | $15.6M | 0.01% | +908+0.5% | Added |
| SEI Investments Co | 165,299 | $13.8M | 0.02% | +33,802+25.7% | Added |
| Prudential Financial Inc | 147,785 | $13.5M | 0.02% | +28,555+23.9% | Added |
| Churchill Management Corp | 157,876 | $13.2M | 0.17% | +429+0.3% | Added |
| Lazard Asset Management LLC | 157,245 | $13.2M | 0.02% | −37,949−19.4% | Reduced |
| Engineers Gate Manager LP | 150,582 | $12.6M | 0.21% | −5,327−3.4% | Reduced |
| FMR LLC | 150,425 | $12.6M | 0.00% | +114,596+319.8% | Added |
| Alliancebernstein L.P. | 150,295 | $12.6M | 0.00% | −3,142−2.0% | Reduced |
| Squarepoint Ops LLC | 150,172 | $12.6M | 0.03% | +47,010+45.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 149,225 | $12.5M | 0.03% | +1,636+1.1% | Added |
| Commonwealth Equity Services, LLC | 143,511 | $12.0M | 0.02% | −3,401−2.3% | Reduced |
| Swiss National Bank | 143,100 | $12.0M | 0.01% | −4,900−3.3% | Reduced |
| Massachusetts Financial Services Co | 140,882 | $11.8M | 0.00% | +18,472+15.1% | Added |
| Royal Bank of Canada | 130,886 | $11.0M | 0.00% | −7,862−5.7% | Reduced |
| Amundi | 143,795 | $10.9M | 0.00% | +68,138+90.1% | Added |
| CBOE Vest Financial, LLC | 121,074 | $10.1M | 0.16% | −274,291−69.4% | Reduced |
| Miller Value Partners, LLC | 120,950 | $10.1M | 4.62% | −16,420−12.0% | Reduced |
| California Public Employees Retirement System | 120,262 | $10.1M | 0.01% | −21,249−15.0% | Reduced |
| Gator Capital Management, LLC | 113,650 | $9.52M | 3.64% | +1,800+1.6% | Added |
| Algert Global LLC | 113,047 | $9.47M | 0.23% | +47,070+71.3% | Added |
| Susquehanna International Group, LLP | 110,176 | $9.23M | 0.02% | +59,287+116.5% | Added |
| Nisa Investment Advisors, LLC | 108,532 | $9.09M | 0.05% | −117,886−52.1% | Reduced |
| DekaBank Deutsche Girozentrale | 108,944 | $8.91M | 0.02% | +1,153+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 105,102 | $8.88M | 0.02% | −4,728−4.3% | Reduced |
| Barclays PLC | 104,569 | $8.76M | 0.00% | −29,523−22.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,318 | $8.57M | 0.03% | +991+1.0% | Added |
| Jump Financial, LLC | 97,600 | $8.18M | 0.12% | +97,600 | New |
| Franklin Resources Inc | 95,441 | $8.00M | 0.00% | −144−0.2% | Reduced |
| AXA S.A. | 93,655 | $7.85M | 0.03% | +83,188+794.8% | Added |
| AQR Capital Management LLC | 92,103 | $7.72M | 0.01% | −8,859−8.8% | Reduced |
| Ancora Advisors, LLC | 91,740 | $7.69M | 0.17% | +20,910+29.5% | Added |
| Edgestream Partners, L.P. | 91,652 | $7.68M | 0.26% | +3,339+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 90,530 | $7.58M | 0.02% | −9,443−9.4% | Reduced |
| Capital Fund Management S.A. | 90,290 | $7.56M | 0.10% | +90,290 | New |
| Assetmark, Inc | 90,160 | $7.55M | 0.02% | −2,348−2.5% | Reduced |
| Wesleyan Assurance Society | 89,432 | $7.49M | 0.56% | 00.0% | Unchanged |
| Quantbot Technologies LP | 88,924 | $7.45M | 0.24% | +17,249+24.1% | Added |
| Trexquant Investment LP | 83,779 | $7.02M | 0.08% | +51,131+156.6% | Added |
| Lingohr & Partner Asset Management GmbH | 82,550 | $6.92M | 1.73% | +68,937+506.4% | Added |
| Robeco Institutional Asset Management B.V. | 73,323 | $6.14M | 0.01% | −36,516−33.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,628 | $6.00M | 0.05% | −7,629−9.6% | Reduced |
| California State Teachers Retirement System | 69,555 | $5.83M | 0.01% | −792−1.1% | Reduced |
| Denali Advisors LLC | 69,146 | $5.79M | 0.66% | +1,017+1.5% | Added |
| Jupiter Asset Management Ltd | 67,186 | $5.63M | 0.05% | −365,326−84.5% | Reduced |