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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, Q2 2025

Institutional positions in Jackson Financial Inc. as of Jun 30, 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
460
+11 vs. Q1 2025
Shares held
63.0M
−2.60M (−4.0%) vs. Q1 2025
Total value
$5.59B
+$99.8M (+1.8%) vs. Q1 2025
New holders
63
163 more added
Sold out
52
181 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 460 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 251 institutionsQ4 2021: 226 institutionsQ1 2022: 215 institutionsQ2 2022: 228 institutionsQ3 2022: 247 institutionsQ4 2022: 292 institutionsQ1 2023: 301 institutionsQ2 2023: 285 institutionsQ3 2023: 298 institutionsQ4 2023: 348 institutionsQ1 2024: 367 institutionsQ2 2024: 384 institutionsQ3 2024: 410 institutionsQ4 2024: 439 institutionsQ1 2025: 455 institutionsQ2 2025: 460 institutionsQ3 2025: 479 institutionsQ4 2025: 515 institutionsQ1 2026: 517 institutionsQ2 2026: 506 institutions
Value heldQ2 2025: $5.59B
Q1 2021: $0Q2 2021: $0Q3 2021: $1.46BQ4 2021: $2.54BQ1 2022: $2.38BQ2 2022: $1.75BQ3 2022: $1.91BQ4 2022: $2.27BQ1 2023: $2.40BQ2 2023: $2.00BQ3 2023: $2.73BQ4 2023: $3.56BQ1 2024: $4.60BQ2 2024: $5.08BQ3 2024: $6.18BQ4 2024: $5.96BQ1 2025: $5.50BQ2 2025: $5.59BQ3 2025: $6.03BQ4 2025: $6.39BQ1 2026: $6.62BQ2 2026: $6.46B
Institutions holding JXN and their total value by quarter
QuarterHoldersValue
Q2 2026506$6.46B
Q1 2026517$6.62B
Q4 2025515$6.39B
Q3 2025479$6.03B
Q2 2025460$5.59B
Q1 2025455$5.50B
Q4 2024439$5.96B
Q3 2024410$6.18B
Q2 2024384$5.08B
Q1 2024367$4.60B
Q4 2023348$3.56B
Q3 2023298$2.73B
Q2 2023285$2.00B
Q1 2023301$2.40B
Q4 2022292$2.27B
Q3 2022247$1.91B
Q2 2022228$1.75B
Q1 2022215$2.38B
Q4 2021226$2.54B
Q3 2021251$1.46B
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2025.

Institutions holding JXN in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Zions Bancorporation, National Association1$890.00%00.0%Unchanged
LRI Investments, LLC1$890.00%00.0%Unchanged
Tortoise Investment Management, LLC1$890.00%+1New
Parkworth Wealth Management, Inc.2$1780.00%−1−33.3%Reduced
Fairman Group, LLC2$1780.00%00.0%Unchanged
Raleigh Capital Management Inc.2$1820.00%+2New
McIlrath & Eck, LLC3$2660.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$2660.00%00.0%Unchanged
NewSquare Capital LLC3$2660.00%+3New
Abound Wealth Management4$3560.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$4440.00%+5New
Bruce G. Allen Investments, LLC6$5330.00%−1−14.3%Reduced
HFM Investment Advisors, LLC6$5330.00%+4+200.0%Added
Hughes Financial Services, LLC7$6490.00%−5−41.7%Reduced
Financial Network Wealth Advisors LLC9$7990.00%00.0%Unchanged
Picton Mahoney Asset Management14$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$1.07K0.00%−8−40.0%Reduced
Rialto Wealth Management, LLC12$1.07K0.00%+6+100.0%Added
Caitong International Asset Management Co., Ltd13$1.15K0.00%+13New
Bogart Wealth, LLC14$1.24K0.00%+14New
Rakuten Securities, Inc.17$1.51K0.00%+15+750.0%Added
DiNuzzo Private Wealth, Inc.18$1.60K0.00%+2+12.5%Added
Atlantic Trust, LLC19$1.69K0.00%+19New
Annis Gardner Whiting Capital Advisors, LLC20$1.78K0.00%+20New
Huntington National Bank21$1.86K0.00%−69−76.7%Reduced
Bare Financial Services, Inc24$2.13K0.00%00.0%Unchanged
Sunbelt Securities, Inc.25$2.18K0.00%00.0%Unchanged
True Wealth Design, LLC25$2.22K0.00%+14+127.3%Added
Whittier Trust Co of Nevada Inc30$2.66K0.00%00.0%Unchanged
First Horizon Advisors, Inc.35$3.11K0.00%−7−16.7%Reduced
Parallel Advisors, LLC37$3.29K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC39$3.48K0.00%+39New
Westside Investment Management, Inc.40$3.55K0.00%00.0%Unchanged
High Note Wealth, LLC47$4.17K0.00%−12−20.3%Reduced
Red Tortoise LLC47$4.17K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC49$4.35K0.00%+6+14.0%Added
Allworth Financial LP50$4.44K0.00%+34+212.5%Added
Evelyn Partners Investment Management (Europe) Ltd51$4.53K0.00%−43−45.7%Reduced
Bayforest Capital Ltd51$4.53K0.00%+51New
Optiver Holding B.V.52$4.62K0.00%+14+36.8%Added
Dogwood Wealth Management LLC55$4.89K0.00%+55New
JFS Wealth Advisors, LLC58$5.15K0.00%−4−6.5%Reduced
Parkside Financial Bank & Trust66$5.86K0.00%+55+500.0%Added
Bryn Mawr Trust Co67$5.95K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd76$6.75K0.00%−867−91.9%Reduced
MAI Capital Management84$7.46K0.00%+10+13.5%Added
Puff Wealth Management, LLC87$7.72K0.01%+87New
Legacy Wealth Managment, LLC88$7.81K0.00%−25−22.1%Reduced
Legacy Investment Solutions, LLC88$7.81K0.00%+88New
Larson Financial Group LLC89$7.90K0.00%+77+641.7%Added
Accent Capital Management, LLC89$7.90K0.00%+89New
Clearstead Advisors, LLC90$7.99K0.00%+90New
Hemington Wealth Management91$8.00K0.00%−4−4.2%Reduced
Compagnie Lombard Odier SCmA91$8.08K0.00%+9+11.0%Added
Brown Brothers Harriman & Co97$8.61K0.00%00.0%Unchanged
Fortitude Family Office, LLC99$8.79K0.00%−25−20.2%Reduced
Glen Eagle Advisors, LLC103$9.14K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC118$10.5K0.00%−20−14.5%Reduced
Massmutual Trust Co FSB118$10.5K0.00%+13+12.4%Added
Rothschild Investment LLC120$10.7K0.00%+45+60.0%Added
Private Wealth Management Group, LLC122$10.8K0.00%00.0%Unchanged
Rise Advisors, LLC145$12.9K0.01%−5−3.3%Reduced
WealthCollab, LLC174$15.4K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.200$17.8K0.00%00.0%Unchanged
Umb Bank N A202$17.9K0.00%−62−23.5%Reduced
Signaturefd, LLC223$19.8K0.00%00.0%Unchanged
SBI Securities Co., Ltd.245$21.8K0.00%−186−43.2%Reduced
Bessemer Group Inc275$24.0K0.00%+3+1.1%Added
Quarry LP281$24.9K0.01%+48+20.6%Added
Bell Investment Advisors, Inc299$26.5K0.00%+23+8.3%Added
Twin Peaks Wealth Advisors, LLC315$29.7K0.01%+315New
Medallion Wealth Advisors, LLC355$31.7K0.01%00.0%Unchanged
Harbour Investments, Inc.436$38.7K0.00%+15+3.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.438$38.9K0.00%+231+111.6%Added
NBC Securities, Inc.450$39.0K0.00%00.0%Unchanged
Essential Partners LLC449$39.9K0.02%+449New
Aster Capital Management (DIFC) Ltd499$44.3K0.01%+499New
Sound Income Strategies, LLC505$44.8K0.00%+470+1,342.9%Added
Creative Financial Designs Inc551$48.9K0.00%−97−15.0%Reduced
Hantz Financial Services, Inc.558$50.0K0.00%+215+62.7%Added
Skopos Labs, Inc.577$51.2K0.01%+77+15.4%Added
Evelyn Partners Investment Management Services Ltd583$51.8K0.01%+111+23.5%Added
Brown Shipley& Co Ltd640$56.8K0.03%00.0%Unchanged
Ronald Blue Trust, Inc.665$59.0K0.00%+53+8.7%Added
Spire Wealth Management700$62.2K0.00%00.0%Unchanged
Clear Street Markets LLC720$63.9K0.02%+720New
Steward Partners Investment Advisory, LLC735$65.3K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.738$66.0K0.00%+738New
New Age Alpha Advisors, LLC802$71.2K0.00%−1−0.1%Reduced
Versant Capital Management, Inc830$73.7K0.01%+280+50.9%Added
EverSource Wealth Advisors, LLC911$80.9K0.00%+325+55.5%Added
Close Asset Management Ltd1,012$90.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,028$92.0K0.01%+3+0.3%Added
Farmers & Merchants Investments Inc1,046$92.9K0.00%00.0%Unchanged
Ci Investments Inc.1,056$94.0K0.00%−284−21.2%Reduced
Raiffeisen Bank International AG1,270$109.9K0.00%00.0%Unchanged
Principal Securities, Inc.1,254$111.3K0.00%+839+202.2%Added
Covestor Ltd1,334$118.0K0.07%+1,119+520.5%Added
Geneos Wealth Management Inc.1,333$118.4K0.00%+600+81.9%Added
CIBC Private Wealth Group, LLC1,424$126.4K0.00%+41+3.0%Added