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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 13,733 | $1.15M | 0.01% | +4,050+41.8% | Added |
| Private Advisor Group, LLC | 13,713 | $1.15M | 0.01% | −40.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $1.14M | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 13,605 | $1.14M | 0.08% | +1,645+13.8% | Added |
| National Asset Management, Inc. | 13,600 | $1.14M | 0.03% | +400+3.0% | Added |
| Sterling Capital Management LLC | 13,373 | $1.12M | 0.02% | −2,290−14.6% | Reduced |
| Aigen Investment Management, LP | 12,919 | $1.08M | 0.17% | +5,558+75.5% | 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 |
| Bank of Montreal | 12,715 | $1.07M | 0.00% | +2,789+28.1% | Added |
| Winton Group Ltd | 12,543 | $1.05M | 0.06% | −178−1.4% | Reduced |
| MML Investors Services, LLC | 12,482 | $1.05M | 0.00% | −1,048−7.7% | Reduced |
| Centiva Capital, LP | 12,483 | $1.05M | 0.06% | −10,327−45.3% | Reduced |
| Wellington Shields & Co., LLC | 12,375 | $1.04M | 0.32% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,264 | $1.03M | 0.03% | +525+4.5% | Added |
| Strategic Advisors LLC | 12,204 | $1.02M | 0.20% | −264−2.1% | Reduced |
| South Dakota Investment Council | 11,915 | $998.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,727 | $982.5K | 0.09% | +1,688+16.8% | Added |
| Quantessence Capital LLC | 11,630 | $974.4K | 0.24% | +11,630 | New |
| Aquatic Capital Management LLC | 11,572 | $969.5K | 0.02% | −12,816−52.6% | Reduced |
| Verition Fund Management LLC | 11,185 | $937.1K | 0.01% | +2,723+32.2% | Added |
| CI Private Wealth, LLC | 11,102 | $930.7K | 0.00% | −2,358−17.5% | Reduced |
| Prospera Financial Services Inc | 11,033 | $924.5K | 0.02% | −338−3.0% | Reduced |
| Centaurus Financial, Inc. | 10,999 | $922.0K | 0.06% | +378+3.6% | Added |
| Pictet Asset Management Holding SA | 10,867 | $910.4K | 0.00% | +395+3.8% | Added |
| Mutual of America Capital Management LLC | 10,756 | $901.1K | 0.01% | −433−3.9% | Reduced |
| JustInvest LLC | 10,698 | $896.3K | 0.01% | +1,612+17.7% | Added |
| Gordian Capital Singapore Pte Ltd | 10,500 | $879.7K | 0.55% | −4,900−31.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 10,440 | $874.7K | 0.23% | +10,440 | New |
| Harmony Asset Management LLC | 10,207 | $855.2K | 0.36% | −55−0.5% | Reduced |
| Laurion Capital Management LP | 10,055 | $842.4K | 0.06% | +10,055 | New |
| Stratos Wealth Partners, LTD. | 9,991 | $837.0K | 0.01% | −4,587−31.5% | Reduced |
| BNP Paribas Arbitrage, SA | 9,727 | $814.9K | 0.00% | −85,380−89.8% | Reduced |
| SummitTX Capital, L.P. | 9,551 | $800.2K | 0.04% | +9,551 | New |
| Counterpoint Mutual Funds LLC | 9,438 | $790.7K | 0.11% | +1,520+19.2% | Added |
| Vident Advisory, LLC | 9,391 | $786.8K | 0.01% | −38,158−80.2% | Reduced |
| Royce & Associates LP | 9,318 | $780.7K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 9,304 | $779.5K | 0.06% | −585−5.9% | Reduced |
| Martingale Asset Management L P | 9,106 | $762.9K | 0.02% | −11,204−55.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,013 | $755.1K | 0.02% | +5,262+140.3% | Added |
| Mackenzie Financial Corp | 8,926 | $747.8K | 0.00% | −21,806−71.0% | Reduced |
| Baird Financial Group, Inc. | 8,681 | $727.3K | 0.00% | −119−1.4% | Reduced |
| Pathstone Holdings, LLC | 8,661 | $725.6K | 0.00% | −2,785−24.3% | Reduced |
| Public Employees Retirement System of Ohio | 8,588 | $719.5K | 0.00% | −32,797−79.2% | Reduced |
| STRS Ohio | 8,500 | $712.1K | 0.00% | −1,385−14.0% | Reduced |
| Kestra Private Wealth Services, LLC | 8,077 | $676.7K | 0.01% | −7−0.1% | Reduced |
| Williamson Legacy Group, LLC | 8,045 | $674.0K | 0.64% | +4,428+122.4% | Added |
| XTX Topco Ltd | 8,025 | $672.3K | 0.03% | +8,025 | New |
| Benjamin Edwards Inc | 7,988 | $669.2K | 0.01% | −535−6.3% | Reduced |
| Wolverine Trading, LLC | 7,955 | $661.3K | 0.02% | +4,845+155.8% | Added |
| New York Life Investment Management LLC | 7,836 | $656.5K | 0.01% | −72−0.9% | Reduced |
| CV Advisors LLC | 7,800 | $653.5K | 0.23% | 00.0% | Unchanged |
| Invst, LLC | 7,669 | $642.5K | 0.09% | +7,669 | New |
| State of Wisconsin Investment Board | 7,626 | $638.9K | 0.00% | −5,120−40.2% | Reduced |
| Creative Planning | 7,542 | $631.9K | 0.00% | +621+9.0% | Added |
| Aristides Capital LLC | 7,483 | $626.9K | 0.23% | 00.0% | Unchanged |
| Atria Investments LLC | 7,473 | $626.1K | 0.01% | +254+3.5% | Added |
| Oppenheimer & Co Inc | 7,421 | $621.7K | 0.01% | −6,065−45.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,399 | $619.9K | 0.02% | −272−3.5% | Reduced |
| Point72 (DIFC) Ltd | 7,280 | $610.0K | 0.06% | +1,201+19.8% | Added |
| QRG Capital Management, Inc. | 7,270 | $609.1K | 0.01% | −1,841−20.2% | Reduced |
| CIBC Asset Management Inc | 7,197 | $603.0K | 0.00% | −234−3.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,185 | $601.9K | 0.02% | +348+5.1% | 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 |
| Level Four Advisory Services, LLC | 6,932 | $580.8K | 0.02% | +28+0.4% | Added |
| Xponance, Inc. | 6,738 | $564.5K | 0.01% | +166+2.5% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $556.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,526 | $546.7K | 0.01% | +6,526 | New |
| Cambria Investment Management, L.P. | 6,340 | $531.2K | 0.04% | −3,192−33.5% | Reduced |
| Entropy Technologies, LP | 6,168 | $516.8K | 0.05% | +612+11.0% | Added |
| ISAM Funds (UK) Ltd | 6,080 | $509.4K | 0.25% | +6,080 | New |
| Bokf, NA | 5,999 | $502.6K | 0.01% | −312−4.9% | Reduced |
| Neuberger Berman Group LLC | 5,837 | $489.0K | 0.00% | +2,008+52.4% | Added |
| Shell Asset Management Co | 5,823 | $488.0K | 0.02% | −241−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,670 | $475.0K | 0.07% | +2,252+65.9% | Added |
| Mariner, LLC | 5,567 | $466.4K | 0.00% | +481+9.5% | Added |
| Ethic Inc. | 5,433 | $459.0K | 0.01% | +204+3.9% | Added |
| Integrated Wealth Concepts LLC | 5,471 | $458.4K | 0.01% | +1,363+33.2% | Added |
| Polymer Capital Management (US) LLC | 5,406 | $452.9K | 0.14% | +5,406 | New |
| Crossmark Global Holdings, Inc. | 5,400 | $452.4K | 0.01% | +15+0.3% | Added |
| Cerity Partners LLC | 5,383 | $451.0K | 0.00% | +448+9.1% | Added |
| Leonteq Securities AG | 5,373 | $450.1K | 0.03% | −5−0.1% | Reduced |
| Vinva Investment Management Ltd | 3,395 | $448.9K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,270 | $442.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,266 | $441.2K | 0.00% | −557−9.6% | Reduced |
| Kames Capital plc | 5,176 | $433.4K | 0.01% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 5,084 | $425.9K | 0.07% | +5,084 | New |
| Ariadne Wealth Management, LP | 5,020 | $423.7K | 0.22% | +650+14.9% | Added |
| Samalin Investment Counsel, LLC | 4,800 | $402.2K | 0.16% | −813−14.5% | Reduced |
| Avantax Advisory Services, Inc. | 4,800 | $402.1K | 0.00% | +349+7.8% | Added |
| Farther Finance Advisors, LLC | 4,751 | $401.3K | 0.01% | +3,252+216.9% | Added |
| Profund Advisors LLC | 4,731 | $396.4K | 0.02% | −3,548−42.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,730 | $396.3K | 0.26% | −8−0.2% | Reduced |
| Kestra Investment Management, LLC | 4,710 | $394.6K | 0.01% | −3,680−43.9% | Reduced |
| LVZ Advisors, Inc. | 4,708 | $394.4K | 0.05% | +746+18.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,635 | $388.3K | 0.00% | +547+13.4% | Added |
| United Services Automobile Association | 4,518 | $375.6K | 0.01% | +4,518 | New |
| TownSquare Capital, LLC | 4,390 | $367.8K | 0.00% | +4,390 | New |
| NewEdge Wealth, LLC | 4,286 | $359.1K | 0.01% | +651+17.9% | Added |