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 |
|---|---|---|---|---|---|
| Creative Planning | 7,542 | $631.9K | 0.00% | +621+9.0% | Added |
| State of Wisconsin Investment Board | 7,626 | $638.9K | 0.00% | −5,120−40.2% | Reduced |
| Invst, LLC | 7,669 | $642.5K | 0.09% | +7,669 | New |
| CV Advisors LLC | 7,800 | $653.5K | 0.23% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,836 | $656.5K | 0.01% | −72−0.9% | Reduced |
| Wolverine Trading, LLC | 7,955 | $661.3K | 0.02% | +4,845+155.8% | Added |
| Benjamin Edwards Inc | 7,988 | $669.2K | 0.01% | −535−6.3% | Reduced |
| XTX Topco Ltd | 8,025 | $672.3K | 0.03% | +8,025 | New |
| Williamson Legacy Group, LLC | 8,045 | $674.0K | 0.64% | +4,428+122.4% | Added |
| Kestra Private Wealth Services, LLC | 8,077 | $676.7K | 0.01% | −7−0.1% | Reduced |
| STRS Ohio | 8,500 | $712.1K | 0.00% | −1,385−14.0% | Reduced |
| Public Employees Retirement System of Ohio | 8,588 | $719.5K | 0.00% | −32,797−79.2% | Reduced |
| Pathstone Holdings, LLC | 8,661 | $725.6K | 0.00% | −2,785−24.3% | Reduced |
| Baird Financial Group, Inc. | 8,681 | $727.3K | 0.00% | −119−1.4% | Reduced |
| Mackenzie Financial Corp | 8,926 | $747.8K | 0.00% | −21,806−71.0% | Reduced |
| Tower Research Capital LLC (TRC) | 9,013 | $755.1K | 0.02% | +5,262+140.3% | Added |
| Martingale Asset Management L P | 9,106 | $762.9K | 0.02% | −11,204−55.2% | Reduced |
| Regal Investment Advisors LLC | 9,304 | $779.5K | 0.06% | −585−5.9% | Reduced |
| Royce & Associates LP | 9,318 | $780.7K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,391 | $786.8K | 0.01% | −38,158−80.2% | Reduced |
| Counterpoint Mutual Funds LLC | 9,438 | $790.7K | 0.11% | +1,520+19.2% | Added |
| SummitTX Capital, L.P. | 9,551 | $800.2K | 0.04% | +9,551 | New |
| BNP Paribas Arbitrage, SA | 9,727 | $814.9K | 0.00% | −85,380−89.8% | Reduced |
| Stratos Wealth Partners, LTD. | 9,991 | $837.0K | 0.01% | −4,587−31.5% | Reduced |
| Laurion Capital Management LP | 10,055 | $842.4K | 0.06% | +10,055 | New |
| Harmony Asset Management LLC | 10,207 | $855.2K | 0.36% | −55−0.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 10,440 | $874.7K | 0.23% | +10,440 | New |
| Gordian Capital Singapore Pte Ltd | 10,500 | $879.7K | 0.55% | −4,900−31.8% | Reduced |
| JustInvest LLC | 10,698 | $896.3K | 0.01% | +1,612+17.7% | Added |
| Mutual of America Capital Management LLC | 10,756 | $901.1K | 0.01% | −433−3.9% | Reduced |
| Pictet Asset Management Holding SA | 10,867 | $910.4K | 0.00% | +395+3.8% | Added |
| Centaurus Financial, Inc. | 10,999 | $922.0K | 0.06% | +378+3.6% | Added |
| Prospera Financial Services Inc | 11,033 | $924.5K | 0.02% | −338−3.0% | Reduced |
| CI Private Wealth, LLC | 11,102 | $930.7K | 0.00% | −2,358−17.5% | Reduced |
| Verition Fund Management LLC | 11,185 | $937.1K | 0.01% | +2,723+32.2% | Added |
| Aquatic Capital Management LLC | 11,572 | $969.5K | 0.02% | −12,816−52.6% | Reduced |
| Quantessence Capital LLC | 11,630 | $974.4K | 0.24% | +11,630 | New |
| International Assets Investment Management, LLC | 11,727 | $982.5K | 0.09% | +1,688+16.8% | Added |
| South Dakota Investment Council | 11,915 | $998.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 12,204 | $1.02M | 0.20% | −264−2.1% | Reduced |
| Independent Advisor Alliance | 12,264 | $1.03M | 0.03% | +525+4.5% | Added |
| Wellington Shields & Co., LLC | 12,375 | $1.04M | 0.32% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,483 | $1.05M | 0.06% | −10,327−45.3% | Reduced |
| MML Investors Services, LLC | 12,482 | $1.05M | 0.00% | −1,048−7.7% | Reduced |
| Winton Group Ltd | 12,543 | $1.05M | 0.06% | −178−1.4% | Reduced |
| Bank of Montreal | 12,715 | $1.07M | 0.00% | +2,789+28.1% | Added |
| Colonial River Wealth Management, LLC | 12,800 | $1.07M | 0.59% | −5,275−29.2% | Reduced |
| Axxcess Wealth Management, LLC | 12,800 | $1.07M | 0.03% | −5,248−29.1% | Reduced |
| Aigen Investment Management, LP | 12,919 | $1.08M | 0.17% | +5,558+75.5% | Added |
| Sterling Capital Management LLC | 13,373 | $1.12M | 0.02% | −2,290−14.6% | Reduced |
| National Asset Management, Inc. | 13,600 | $1.14M | 0.03% | +400+3.0% | Added |
| Summit Global Investments | 13,605 | $1.14M | 0.08% | +1,645+13.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $1.14M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,713 | $1.15M | 0.01% | −40.0% | Reduced |
| Quantinno Capital Management LP | 13,733 | $1.15M | 0.01% | +4,050+41.8% | Added |
| Dark Forest Capital Management LP | 13,758 | $1.15M | 0.05% | +13,758 | New |
| Wealthcare Advisory Partners LLC | 14,096 | $1.18M | 0.03% | +166+1.2% | Added |
| State Board of Administration of Florida Retirement System | 14,150 | $1.19M | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,403 | $1.21M | 0.01% | −2,200−13.3% | Reduced |
| Quadrature Capital Ltd | 14,662 | $1.23M | 0.03% | −4,146−22.0% | Reduced |
| Versor Investments LP | 14,910 | $1.25M | 0.20% | +983+7.1% | Added |
| Edentree Asset Management Ltd | 15,000 | $1.26M | 0.42% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 15,180 | $1.27M | 0.39% | −154−1.0% | Reduced |
| Mercer Global Advisors Inc | 15,318 | $1.28M | 0.00% | +6,517+74.0% | Added |
| SG Americas Securities, LLC | 15,393 | $1.29M | 0.00% | +13,394+670.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,774 | $1.32M | 0.01% | −73−0.5% | Reduced |
| CWA Asset Management Group, LLC | 16,227 | $1.36M | 0.07% | +4,329+36.4% | Added |
| CIBC World Markets Corp | 16,230 | $1.36M | 0.01% | +9,212+131.3% | Added |
| Kestra Advisory Services, LLC | 16,454 | $1.38M | 0.01% | −42,910−72.3% | Reduced |
| Natixis Advisors, L.P. | 16,593 | $1.39M | 0.00% | +254+1.6% | Added |
| Oregon Public Employees Retirement Fund | 16,921 | $1.42M | 0.03% | −442−2.5% | Reduced |
| RFG Advisory, LLC | 16,924 | $1.42M | 0.04% | +226+1.4% | Added |
| Alberta Investment Management Corp | 17,200 | $1.44M | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,238 | $1.44M | 0.00% | −5,341−23.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,674 | $1.48M | 0.00% | −13,080−42.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,676 | $1.48M | 0.01% | +1,908+12.1% | Added |
| Pinnacle Holdings, LLC | 18,235 | $1.53M | 0.58% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,049 | $1.60M | 0.00% | +4,511+31.0% | Added |
| Oxbow Advisors, LLC | 19,390 | $1.62M | 0.17% | −70−0.4% | Reduced |
| Fox Run Management, L.L.C. | 19,452 | $1.63M | 0.25% | +8,338+75.0% | Added |
| Asset Management One Co.,Ltd. | 19,908 | $1.67M | 0.01% | +4,004+25.2% | Added |
| Omers Administration Corp | 20,000 | $1.68M | 0.01% | +20,000 | New |
| Asset Allocation Strategies LLC | 20,340 | $1.70M | 0.42% | +1,026+5.3% | Added |
| Gsa Capital Partners LLP | 20,615 | $1.73M | 0.16% | +20,615 | New |
| KLP Kapitalforvaltning AS | 20,900 | $1.75M | 0.01% | −400−1.9% | Reduced |
| Amalgamated Bank | 21,026 | $1.76M | 0.02% | −643−3.0% | Reduced |
| Arizona State Retirement System | 21,187 | $1.78M | 0.01% | −649−3.0% | Reduced |
| Maryland State Retirement & Pension System | 21,572 | $1.81M | 0.04% | −3,302−13.3% | Reduced |
| Handelsbanken Fonder AB | 21,900 | $1.83M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 22,058 | $1.85M | 0.19% | +6,612+42.8% | Added |
| Ritholtz Wealth Management | 22,098 | $1.85M | 0.06% | +3,006+15.7% | Added |
| Teachers Retirement System of the State of Kentucky | 22,115 | $1.85M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,447 | $1.88M | 0.00% | −27,055−54.7% | Reduced |
| Capital Investment Advisory Services, LLC | 22,581 | $1.89M | 0.17% | −112−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 22,867 | $1.92M | 0.03% | +206+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,873 | $1.92M | 0.01% | +400+1.8% | Added |
| State of New Jersey Common Pension Fund D | 23,135 | $1.94M | 0.01% | −3,388−12.8% | Reduced |
| Voya Investment Management LLC | 24,538 | $2.06M | 0.00% | −896−3.5% | Reduced |
| Danske Bank A/S | 24,563 | $2.06M | 0.01% | +17,280+237.3% | Added |
| Graham Capital Management, L.P. | 25,628 | $2.15M | 0.07% | +13,069+104.1% | Added |