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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 1,636 | $137.0K | 0.01% | +308+23.2% | Added |
| Fifth Third Bancorp | 1,783 | $149.4K | 0.00% | +123+7.4% | Added |
| US Bancorp | 1,942 | $162.7K | 0.00% | −7,105−78.5% | Reduced |
| CWM, LLC | 1,975 | $165.0K | 0.00% | +145+7.9% | Added |
| GAMMA Investing LLC | 2,108 | $176.6K | 0.01% | +330+18.6% | Added |
| Glenmede Trust Co NA | 2,441 | $204.5K | 0.00% | −87−3.4% | Reduced |
| GWN Securities Inc. | 2,443 | $204.7K | 0.01% | −1,461−37.4% | Reduced |
| Quest Partners LLC | 2,463 | $206.3K | 0.02% | −702−22.2% | Reduced |
| Brookstone Capital Management | 2,474 | $207.2K | 0.00% | +13+0.5% | Added |
| Concurrent Investment Advisors, LLC | 2,478 | $207.6K | 0.01% | −91−3.5% | Reduced |
| Corient IA LLC | 2,500 | $209.4K | 0.15% | +2,500 | New |
| Innealta Capital, LLC | 2,526 | $211.6K | 0.11% | −1,668−39.8% | Reduced |
| Ameriflex Group, Inc. | 2,550 | $213.6K | 0.09% | −100−3.8% | Reduced |
| Savant Capital, LLC | 2,563 | $214.7K | 0.00% | −1,061−29.3% | Reduced |
| Highland Capital Management, LLC | 2,573 | $215.6K | 0.01% | +2,573 | New |
| Evelyn Partners Investment Management LLP | 2,582 | $216.3K | 0.01% | −52−2.0% | Reduced |
| Qsemble Capital Management, LP | 2,585 | $216.6K | 0.02% | +2,585 | New |
| Teza Capital Management LLC | 2,620 | $219.5K | 0.10% | +2,620 | New |
| IFP Advisors, Inc | 2,653 | $222.3K | 0.01% | −39−1.4% | Reduced |
| Vicus Capital | 2,670 | $223.7K | 0.02% | +2,670 | New |
| Hudson Bay Capital Management LP | 2,690 | $225.4K | 0.00% | +2,690 | New |
| EntryPoint Capital, LLC | 2,745 | $230.0K | 0.11% | +2,745 | New |
| Adams Wealth Management | 2,805 | $234.0K | 0.05% | +2,805 | New |
| CacheTech Inc. | 2,805 | $234.0K | 0.05% | +2,805 | New |
| Shelton Capital Management | 2,817 | $236.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,845 | $238.4K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,850 | $239.0K | 0.00% | +2,850 | New |
| Sage Rhino Capital LLC | 3,014 | $252.5K | 0.06% | +67+2.3% | Added |
| Petra Financial Advisors Inc | 3,059 | $256.3K | 0.21% | −5,012−62.1% | Reduced |
| EP Wealth Advisors, LLC | 3,072 | $257.4K | 0.00% | +3,072 | New |
| Marcum Wealth, LLC | 3,073 | $257.5K | 0.02% | +3+0.1% | Added |
| Jones Financial Companies LLLP | 3,135 | $260.6K | 0.00% | −760−19.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $270.9K | 0.10% | 00.0% | Unchanged |
| KBC Group NV | 3,321 | $278.0K | 0.00% | −33,512−91.0% | Reduced |
| Advisor Resource Council | 4,043 | $281.6K | 0.02% | +4,043 | New |
| The PNC Financial Services Group, Inc. | 3,366 | $282.0K | 0.00% | +248+8.0% | Added |
| Pensionmark Financial Group, LLC | 3,424 | $286.9K | 0.01% | +3,424 | New |
| Silver Oak Securities, Inc | 3,482 | $289.5K | 0.03% | +91+2.7% | Added |
| Forum Financial Management, LP | 3,457 | $289.6K | 0.00% | +10+0.3% | Added |
| Focus Financial Network, Inc. | 3,462 | $290.1K | 0.01% | +4+0.1% | Added |
| Paragon Capital Management Ltd | 3,543 | $296.9K | 0.06% | +32+0.9% | Added |
| Great Lakes Advisors, LLC | 3,550 | $297.4K | 0.00% | −1,712−32.5% | Reduced |
| Nomura Holdings Inc | 3,562 | $298.4K | 0.00% | +3,562 | New |
| Florida Financial Advisors, LLC | 3,587 | $299.3K | 0.12% | +3,587 | New |
| Gotham Asset Management, LLC | 3,594 | $301.1K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 3,621 | $303.4K | 0.00% | +50+1.4% | Added |
| Walleye Capital LLC | 3,628 | $304.0K | 0.00% | +3,628 | New |
| Western Wealth Management, LLC | 3,778 | $316.5K | 0.02% | −865−18.6% | Reduced |
| Triumph Capital Management | 3,852 | $322.7K | 0.11% | +292+8.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,894 | $326.2K | 0.04% | +535+15.9% | Added |
| CAPROCK Group, Inc. | 3,921 | $328.5K | 0.01% | −297−7.0% | Reduced |
| GWM Advisors LLC | 3,971 | $332.7K | 0.00% | −2,392−37.6% | Reduced |
| Bayesian Capital Management, LP | 4,000 | $335.1K | 0.06% | +4,000 | New |
| Oppenheimer Asset Management Inc. | 4,014 | $336.3K | 0.00% | +1,652+69.9% | Added |
| TCFG Wealth Management, LLC | 4,207 | $352.5K | 0.18% | −336−7.4% | Reduced |
| NewEdge Wealth, LLC | 4,286 | $359.1K | 0.01% | +651+17.9% | Added |
| TownSquare Capital, LLC | 4,390 | $367.8K | 0.00% | +4,390 | New |
| United Services Automobile Association | 4,518 | $375.6K | 0.01% | +4,518 | New |
| Wealth Enhancement Advisory Services, LLC | 4,635 | $388.3K | 0.00% | +547+13.4% | Added |
| LVZ Advisors, Inc. | 4,708 | $394.4K | 0.05% | +746+18.8% | Added |
| Kestra Investment Management, LLC | 4,710 | $394.6K | 0.01% | −3,680−43.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,730 | $396.3K | 0.26% | −8−0.2% | Reduced |
| Profund Advisors LLC | 4,731 | $396.4K | 0.02% | −3,548−42.9% | Reduced |
| Farther Finance Advisors, LLC | 4,751 | $401.3K | 0.01% | +3,252+216.9% | Added |
| Avantax Advisory Services, Inc. | 4,800 | $402.1K | 0.00% | +349+7.8% | Added |
| Samalin Investment Counsel, LLC | 4,800 | $402.2K | 0.16% | −813−14.5% | Reduced |
| Ariadne Wealth Management, LP | 5,020 | $423.7K | 0.22% | +650+14.9% | Added |
| Brookwood Investment Group LLC | 5,084 | $425.9K | 0.07% | +5,084 | New |
| Kames Capital plc | 5,176 | $433.4K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,266 | $441.2K | 0.00% | −557−9.6% | Reduced |
| Everence Capital Management Inc | 5,270 | $442.0K | 0.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 3,395 | $448.9K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,373 | $450.1K | 0.03% | −5−0.1% | Reduced |
| Cerity Partners LLC | 5,383 | $451.0K | 0.00% | +448+9.1% | Added |
| Crossmark Global Holdings, Inc. | 5,400 | $452.4K | 0.01% | +15+0.3% | Added |
| Polymer Capital Management (US) LLC | 5,406 | $452.9K | 0.14% | +5,406 | New |
| Integrated Wealth Concepts LLC | 5,471 | $458.4K | 0.01% | +1,363+33.2% | Added |
| Ethic Inc. | 5,433 | $459.0K | 0.01% | +204+3.9% | Added |
| Mariner, LLC | 5,567 | $466.4K | 0.00% | +481+9.5% | Added |
| Dynamic Technology Lab Private Ltd | 5,670 | $475.0K | 0.07% | +2,252+65.9% | Added |
| Shell Asset Management Co | 5,823 | $488.0K | 0.02% | −241−4.0% | Reduced |
| Neuberger Berman Group LLC | 5,837 | $489.0K | 0.00% | +2,008+52.4% | Added |
| Bokf, NA | 5,999 | $502.6K | 0.01% | −312−4.9% | Reduced |
| ISAM Funds (UK) Ltd | 6,080 | $509.4K | 0.25% | +6,080 | New |
| Entropy Technologies, LP | 6,168 | $516.8K | 0.05% | +612+11.0% | Added |
| Cambria Investment Management, L.P. | 6,340 | $531.2K | 0.04% | −3,192−33.5% | Reduced |
| Congress Wealth Management LLC | 6,526 | $546.7K | 0.01% | +6,526 | New |
| Public Employees Retirement Association of Colorado | 6,635 | $556.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,738 | $564.5K | 0.01% | +166+2.5% | Added |
| Level Four Advisory Services, LLC | 6,932 | $580.8K | 0.02% | +28+0.4% | Added |
| Brinker Capital Investments, LLC | 7,038 | $589.7K | 0.01% | +2,269+47.6% | Added |
| Orion Portfolio Solutions, LLC | 7,038 | $589.7K | 0.01% | +2,269+47.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,185 | $601.9K | 0.02% | +348+5.1% | Added |
| CIBC Asset Management Inc | 7,197 | $603.0K | 0.00% | −234−3.1% | Reduced |
| QRG Capital Management, Inc. | 7,270 | $609.1K | 0.01% | −1,841−20.2% | Reduced |
| Point72 (DIFC) Ltd | 7,280 | $610.0K | 0.06% | +1,201+19.8% | Added |
| Ameritas Investment Partners, Inc. | 7,399 | $619.9K | 0.02% | −272−3.5% | Reduced |
| Oppenheimer & Co Inc | 7,421 | $621.7K | 0.01% | −6,065−45.0% | Reduced |
| Atria Investments LLC | 7,473 | $626.1K | 0.01% | +254+3.5% | Added |
| Aristides Capital LLC | 7,483 | $626.9K | 0.23% | 00.0% | Unchanged |