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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 187,978 | $15.7M | 0.06% | +169,356+909.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 189,067 | $15.8M | 0.02% | +63,265+50.3% | Added |
| Ibex Wealth Advisors | 190,632 | $16.0M | 2.11% | −5,228−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 193,811 | $16.2M | 0.21% | +106,300+121.5% | Added |
| Qube Research & Technologies Ltd | 195,914 | $16.4M | 0.03% | −78,080−28.5% | Reduced |
| Candriam Luxembourg S.C.A. | 198,900 | $16.7M | 0.10% | −16,818−7.8% | Reduced |
| Easterly Investment Partners LLC | 200,479 | $16.8M | 1.40% | +71,194+55.1% | Added |
| Janus Henderson Group PLC | 202,771 | $16.9M | 0.01% | −300−0.1% | Reduced |
| Ameriprise Financial Inc | 202,936 | $17.0M | 0.00% | −100,288−33.1% | Reduced |
| UBS Asset Management Americas Inc | 210,836 | $17.7M | 0.00% | +7,380+3.6% | Added |
| Rhumbline Advisers | 226,104 | $18.9M | 0.02% | −14,056−5.9% | Reduced |
| Legal & General Group Plc | 232,599 | $19.5M | 0.01% | −10,098−4.2% | Reduced |
| Four Tree Island Advisory LLC | 232,950 | $19.5M | 13.70% | +11,333+5.1% | Added |
| Raymond James Financial Inc | 241,666 | $20.2M | 0.01% | −70,606−22.6% | Reduced |
| Bank of America Corp | 249,636 | $20.9M | 0.00% | +13,677+5.8% | Added |
| Wells Fargo & Company | 252,175 | $21.1M | 0.01% | +40,688+19.2% | Added |
| Cubist Systematic Strategies, LLC | 253,504 | $21.2M | 0.28% | +149,799+144.4% | Added |
| Public Sector Pension Investment Board | 264,800 | $22.2M | 0.10% | +80,772+43.9% | Added |
| Citigroup Inc | 276,408 | $23.2M | 0.02% | +76,608+38.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 297,000 | $24.9M | 0.06% | +150,000+102.0% | Added |
| Russell Investments Group, Ltd. | 311,982 | $26.0M | 0.04% | −38,840−11.1% | Reduced |
| HRT Financial LP | 333,563 | $27.9M | 0.18% | +263,270+374.5% | Added |
| Jane Street Group, LLC | 352,957 | $29.6M | 0.05% | +330,720+1,487.3% | Added |
| Caisse de Depot Et Placement du Quebec | 386,377 | $32.4M | 0.07% | −180,539−31.8% | Reduced |
| Wedge Capital Management L L P | 401,558 | $33.6M | 0.65% | −2,313−0.6% | Reduced |
| Principal Financial Group Inc | 429,789 | $36.0M | 0.02% | +11,805+2.8% | Added |
| Citadel Advisors LLC | 437,446 | $36.6M | 0.04% | +400,245+1,075.9% | Added |
| Victory Capital Management Inc | 493,052 | $41.3M | 0.04% | +45,807+10.2% | Added |
| JPMorgan Chase & Co | 519,478 | $43.5M | 0.00% | −131,066−20.1% | Reduced |
| Nuveen, LLC | 523,150 | $43.8M | 0.01% | +523,150 | New |
| Invesco Ltd. | 593,311 | $49.7M | 0.01% | −152,014−20.4% | Reduced |
| UBS Group AG | 604,493 | $50.6M | 0.01% | +160,467+36.1% | Added |
| Jacobs Levy Equity Management, Inc | 636,544 | $53.3M | 0.21% | −446,430−41.2% | Reduced |
| LSV Asset Management | 651,798 | $54.6M | 0.13% | +65,239+11.1% | Added |
| Millennium Management LLC | 658,468 | $55.2M | 0.05% | +492,492+296.7% | Added |
| Bank of New York Mellon Corp | 696,083 | $58.3M | 0.01% | −70,964−9.3% | Reduced |
| Allianz Asset Management GmbH | 739,223 | $61.9M | 0.09% | −5,674−0.8% | Reduced |
| Assenagon Asset Management S.A. | 874,771 | $73.3M | 0.13% | +694,518+385.3% | Added |
| Northern Trust Corp | 920,553 | $77.1M | 0.01% | −32,529−3.4% | Reduced |
| Federated Hermes, Inc. | 937,572 | $78.5M | 0.17% | −72,918−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,084,560 | $90.9M | 0.02% | +5,320+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,116,767 | $93.6M | 0.08% | −314,177−22.0% | Reduced |
| Norges Bank | 1,310,850 | $109.8M | 0.02% | +176,642+15.6% | Added |
| First Trust Advisors LP | 1,323,256 | $110.9M | 0.10% | −2,811,289−68.0% | Reduced |
| Acadian Asset Management LLC | 1,339,265 | $112.2M | 0.32% | −65,688−4.7% | Reduced |
| Morgan Stanley | 1,349,224 | $113.0M | 0.01% | −142,552−9.6% | Reduced |
| American Century Companies Inc | 1,529,982 | $128.2M | 0.08% | −27,670−1.8% | Reduced |
| Donald Smith & Co., Inc. | 1,666,047 | $139.6M | 3.42% | +108,758+7.0% | Added |
| Geode Capital Management, LLC | 1,788,399 | $150.5M | 0.01% | −311,118−14.8% | Reduced |
| Goldman Sachs Group Inc | 1,904,019 | $159.5M | 0.03% | −520,401−21.5% | Reduced |
| HSBC Holdings PLC | 1,976,306 | $164.3M | 0.11% | −126,156−6.0% | Reduced |
| State Street Corp | 3,159,134 | $264.7M | 0.01% | −204,312−6.1% | Reduced |
| Dimensional Fund Advisors LP | 4,130,098 | $346.0M | 0.09% | −268,748−6.1% | Reduced |
| BlackRock, Inc. | 7,100,083 | $594.8M | 0.01% | −187,803−2.6% | Reduced |
| Vanguard Group Inc | 9,364,581 | $784.6M | 0.01% | −27,548−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −27,728−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −17,961−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,673−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −14,524−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −10,193−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,203−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Graney & King, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Fernwood Investment Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |