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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 1,450 | $128.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,494 | $132.7K | 0.00% | −448−23.1% | Reduced |
| Platinum Investment Management Ltd | 1,564 | $138.9K | 0.01% | −53−3.3% | Reduced |
| Global Retirement Partners, LLC | 1,589 | $141.1K | 0.00% | +1,589 | New |
| Harbor Capital Advisors, Inc. | 1,627 | $144.0K | 0.01% | −9−0.6% | Reduced |
| Fifth Third Bancorp | 1,661 | $147.5K | 0.00% | −122−6.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,669 | $148.2K | 0.00% | −6,919−80.6% | Reduced |
| Danske Bank A/S | 1,708 | $151.7K | 0.00% | −22,855−93.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,940 | $172.3K | 0.01% | +1,940 | New |
| Shell Asset Management Co | 1,956 | $174.0K | 0.01% | −3,867−66.4% | Reduced |
| KBC Group NV | 2,116 | $188.0K | 0.00% | −1,205−36.3% | Reduced |
| State of Wyoming | 2,125 | $188.7K | 0.02% | +2,125 | New |
| Jones Financial Companies LLLP | 2,207 | $197.6K | 0.00% | −928−29.6% | Reduced |
| IFP Advisors, Inc | 2,262 | $200.9K | 0.01% | −391−14.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,279 | $202.4K | 0.01% | +2,279 | New |
| GAMMA Investing LLC | 2,287 | $203.1K | 0.01% | +179+8.5% | Added |
| Savant Capital, LLC | 2,315 | $205.6K | 0.00% | −248−9.7% | Reduced |
| BKD Wealth Advisors, LLC | 2,328 | $206.7K | 0.00% | +2,328 | New |
| Teza Capital Management LLC | 2,348 | $208.5K | 0.16% | −272−10.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,348 | $208.5K | 0.00% | +2,348 | New |
| Gladstone Institutional Advisory LLC | 2,365 | $210.0K | 0.01% | +2,365 | New |
| StoneX Group Inc. | 2,388 | $212.0K | 0.01% | +2,388 | New |
| Seeds Investor LLC | 2,397 | $212.8K | 0.05% | +2,397 | New |
| Glenmede Investment Management, LP | 2,409 | $213.9K | 0.00% | +2,409 | New |
| Pallas Capital Advisors LLC | 2,423 | $215.1K | 0.01% | +2,423 | New |
| PFG Investments, LLC | 2,433 | $216.1K | 0.01% | +2,433 | New |
| GWN Securities Inc. | 2,466 | $219.0K | 0.04% | +23+0.9% | Added |
| Brookstone Capital Management | 2,486 | $220.7K | 0.00% | +12+0.5% | Added |
| Corient IA LLC | 2,500 | $222.0K | 0.13% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,505 | $222.5K | 0.00% | +27+1.1% | Added |
| Evelyn Partners Investment Management LLP | 2,594 | $230.3K | 0.01% | +12+0.5% | Added |
| RSM US Wealth Management LLC | 2,657 | $235.9K | 0.00% | +2,657 | New |
| Paragon Capital Management Ltd | 2,670 | $237.1K | 0.04% | −873−24.6% | Reduced |
| EMC Capital Management | 2,699 | $240.0K | 0.13% | +2,699 | New |
| Shelton Capital Management | 2,729 | $242.3K | 0.01% | −88−3.1% | Reduced |
| CWM, LLC | 2,762 | $245.0K | 0.00% | +787+39.8% | Added |
| Forum Financial Management, LP | 2,816 | $250.0K | 0.00% | −641−18.5% | Reduced |
| Adams Wealth Management | 2,805 | $250.4K | 0.05% | 00.0% | Unchanged |
| CacheTech Inc. | 2,805 | $250.4K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 2,845 | $252.6K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,885 | $256.2K | 0.00% | −665−18.7% | Reduced |
| Journey Strategic Wealth LLC | 2,971 | $263.8K | 0.01% | +2,971 | New |
| GWM Advisors LLC | 2,972 | $263.8K | 0.00% | −999−25.2% | Reduced |
| Qsemble Capital Management, LP | 2,983 | $264.9K | 0.03% | +398+15.4% | Added |
| EP Wealth Advisors, LLC | 3,027 | $268.8K | 0.00% | −45−1.5% | Reduced |
| Sage Rhino Capital LLC | 3,093 | $274.6K | 0.06% | +79+2.6% | Added |
| Petrus Trust Company, LTA | 3,131 | $278.0K | 0.03% | +3,131 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $287.1K | 0.09% | 00.0% | Unchanged |
| R Squared Ltd | 3,471 | $308.2K | 0.17% | +3,471 | New |
| Simplex Trading, LLC | 3,520 | $312.0K | 0.01% | +3,465+6,300.0% | Added |
| Truist Financial Corp | 3,578 | $317.7K | 0.00% | −43−1.2% | Reduced |
| Gotham Asset Management, LLC | 3,596 | $319.3K | 0.00% | +2+0.1% | Added |
| Florida Financial Advisors, LLC | 3,621 | $321.5K | 0.11% | +34+0.9% | Added |
| Silver Oak Securities, Inc | 3,697 | $328.2K | 0.03% | +215+6.2% | Added |
| Merit Financial Group, LLC | 3,698 | $328.4K | 0.00% | +3,698 | New |
| Hamilton Capital Partners Inc. | 3,700 | $328.5K | 0.02% | +3,700 | New |
| The PNC Financial Services Group, Inc. | 3,719 | $330.2K | 0.00% | +353+10.5% | Added |
| Innealta Capital, LLC | 3,785 | $336.1K | 0.18% | +1,259+49.8% | Added |
| Focus Financial Network, Inc. | 3,791 | $336.6K | 0.01% | +329+9.5% | Added |
| Oppenheimer Asset Management Inc. | 3,906 | $346.8K | 0.00% | −108−2.7% | Reduced |
| Park Avenue Securities LLC | 3,931 | $349.0K | 0.00% | +1,081+37.9% | Added |
| Triumph Capital Management | 3,990 | $354.3K | 0.11% | +138+3.6% | Added |
| Polymer Capital Management (US) LLC | 4,139 | $367.5K | 0.06% | −1,267−23.4% | Reduced |
| SG Americas Securities, LLC | 4,160 | $369.0K | 0.00% | −11,233−73.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,174 | $370.6K | 0.10% | −6,266−60.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,351 | $386.3K | 0.01% | −5,640−56.5% | Reduced |
| TCFG Wealth Management, LLC | 4,356 | $386.8K | 0.18% | +149+3.5% | Added |
| Profund Advisors LLC | 4,389 | $389.7K | 0.01% | −342−7.2% | Reduced |
| HighTower Advisors, LLC | 4,400 | $390.7K | 0.00% | −866−16.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,619 | $410.1K | 0.26% | −111−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,705 | $417.8K | 0.00% | −766−14.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,708 | $418.0K | 0.01% | −692−12.8% | Reduced |
| LVZ Advisors, Inc. | 4,719 | $419.0K | 0.05% | +11+0.2% | Added |
| Cerity Partners LLC | 4,723 | $419.4K | 0.00% | −660−12.3% | Reduced |
| Ethic Inc. | 4,798 | $429.4K | 0.01% | −635−11.7% | Reduced |
| Ieq Capital, LLC | 4,879 | $433.2K | 0.00% | +4,879 | New |
| Vise Technologies, Inc. | 4,934 | $438.1K | 0.02% | +4,934 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,981 | $442.3K | 0.05% | +1,087+27.9% | Added |
| EntryPoint Capital, LLC | 5,034 | $447.0K | 0.22% | +2,289+83.4% | Added |
| Vident Advisory, LLC | 5,047 | $448.1K | 0.01% | −4,344−46.3% | Reduced |
| Kames Capital plc | 5,176 | $459.6K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,266 | $467.6K | 0.18% | +466+9.7% | Added |
| Everence Capital Management Inc | 5,270 | $468.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,373 | $477.1K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 5,425 | $481.7K | 0.11% | +5,425 | New |
| Asset Management One Co.,Ltd. | 5,468 | $485.5K | 0.00% | −14,440−72.5% | Reduced |
| Toroso Investments, LLC | 5,473 | $485.9K | 0.00% | +5,473 | New |
| Bokf, NA | 5,564 | $494.0K | 0.01% | −435−7.3% | Reduced |
| Numerai GP LLC | 5,583 | $495.7K | 0.07% | +5,583 | New |
| Ariadne Wealth Management, LP | 5,201 | $501.4K | 0.24% | +181+3.6% | Added |
| Martingale Asset Management L P | 5,854 | $519.8K | 0.01% | −3,252−35.7% | Reduced |
| DRW Securities, LLC | 5,906 | $524.4K | 0.04% | +5,906 | New |
| Farther Finance Advisors, LLC | 5,946 | $527.9K | 0.01% | +1,195+25.2% | Added |
| Avantax Advisory Services, Inc. | 5,989 | $531.7K | 0.00% | +1,189+24.8% | Added |
| Tactive Advisors, LLC | 6,000 | $532.7K | 0.17% | +6,000 | New |
| Fox Run Management, L.L.C. | 6,244 | $554.4K | 0.09% | −13,208−67.9% | Reduced |
| Xponance, Inc. | 6,280 | $557.6K | 0.00% | −458−6.8% | Reduced |
| Cambria Investment Management, L.P. | 6,351 | $563.9K | 0.04% | +11+0.2% | Added |
| QRG Capital Management, Inc. | 6,507 | $577.7K | 0.01% | −763−10.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,635 | $589.0K | 0.00% | 00.0% | Unchanged |