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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 6,793 | $603.1K | 0.01% | +267+4.1% | Added |
| Campbell & CO Investment Adviser LLC | 6,844 | $607.7K | 0.04% | +6,844 | New |
| Quadrature Capital Ltd | 6,853 | $608.7K | 0.01% | −7,809−53.3% | Reduced |
| Level Four Advisory Services, LLC | 6,960 | $618.0K | 0.02% | +28+0.4% | Added |
| CIBC Asset Management Inc | 7,074 | $628.1K | 0.00% | −123−1.7% | Reduced |
| Neuberger Berman Group LLC | 7,123 | $632.5K | 0.00% | +1,286+22.0% | Added |
| Point72 (DIFC) Ltd | 7,205 | $639.7K | 0.05% | −75−1.0% | Reduced |
| Point72 Hong Kong Ltd | 7,209 | $640.1K | 0.04% | +7,209 | New |
| MorganRosel Wealth Management, LLC | 7,261 | $644.7K | 0.18% | −7,919−52.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,269 | $645.4K | 0.02% | −130−1.8% | Reduced |
| Creative Planning | 7,333 | $651.1K | 0.00% | −209−2.8% | Reduced |
| Aristides Capital LLC | 7,483 | $664.4K | 0.21% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,533 | $668.9K | 0.01% | −303−3.9% | Reduced |
| PEAK6 LLC | 7,685 | $682.4K | 0.02% | +7,685 | New |
| Versor Investments LP | 7,775 | $690.3K | 0.12% | −7,135−47.9% | Reduced |
| CV Advisors LLC | 7,800 | $692.6K | 0.21% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,873 | $699.0K | 0.01% | +835+11.9% | Added |
| STRS Ohio | 7,900 | $701.4K | 0.00% | −600−7.1% | Reduced |
| Baird Financial Group, Inc. | 7,961 | $706.9K | 0.00% | −720−8.3% | Reduced |
| Benjamin Edwards Inc | 7,964 | $707.1K | 0.01% | −24−0.3% | Reduced |
| Invst, LLC | 8,010 | $711.2K | 0.09% | +341+4.4% | Added |
| Gsa Capital Partners LLP | 8,149 | $724.0K | 0.05% | −12,466−60.5% | Reduced |
| FMR LLC | 8,206 | $728.6K | 0.00% | −142,219−94.5% | Reduced |
| Counterpoint Mutual Funds LLC | 8,207 | $728.7K | 0.06% | −1,231−13.0% | Reduced |
| Evergreen Wealth Management, LLC | 8,298 | $736.8K | 0.41% | +8,298 | New |
| Wealth Enhancement Advisory Services, LLC | 8,440 | $750.8K | 0.00% | +3,805+82.1% | Added |
| Pathstone Holdings, LLC | 8,553 | $759.4K | 0.00% | −108−1.2% | Reduced |
| Kestra Investment Management, LLC | 8,846 | $761.8K | 0.01% | +4,136+87.8% | Added |
| Atria Investments LLC | 8,617 | $765.1K | 0.01% | +1,144+15.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,641 | $767.2K | 0.03% | +1,456+20.3% | Added |
| Winton Group Ltd | 8,683 | $771.0K | 0.04% | −3,860−30.8% | Reduced |
| FORA Capital, LLC | 8,743 | $776.3K | 0.09% | −13,315−60.4% | Reduced |
| CIBC World Markets Corp | 8,839 | $784.8K | 0.01% | −7,391−45.5% | Reduced |
| CenterBook Partners LP | 8,969 | $796.4K | 0.04% | +8,969 | New |
| ISAM Funds (UK) Ltd | 9,137 | $811.3K | 0.18% | +3,057+50.3% | Added |
| Mutual of America Capital Management LLC | 9,177 | $814.8K | 0.01% | −1,579−14.7% | Reduced |
| Mariner, LLC | 9,189 | $815.9K | 0.00% | +3,622+65.1% | Added |
| Regal Investment Advisors LLC | 9,235 | $820.0K | 0.06% | −69−0.7% | Reduced |
| Steadtrust LLC | 9,630 | $855.0K | 0.67% | +9,630 | New |
| Gordian Capital Singapore Pte Ltd | 10,500 | $879.7K | 1.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,083 | $895.3K | 0.01% | +2,006+24.8% | Added |
| Tower Research Capital LLC (TRC) | 10,304 | $914.9K | 0.02% | +1,291+14.3% | Added |
| Atria Wealth Solutions, Inc. | 10,615 | $942.6K | 0.02% | −3,788−26.3% | Reduced |
| JustInvest LLC | 10,633 | $944.1K | 0.01% | −65−0.6% | Reduced |
| Engineers Gate Manager LP | 10,635 | $944.3K | 0.01% | −139,947−92.9% | Reduced |
| Pictet Asset Management Holding SA | 10,754 | $954.8K | 0.00% | −113−1.0% | Reduced |
| Harmony Asset Management LLC | 10,858 | $964.1K | 0.36% | +651+6.4% | Added |
| MML Investors Services, LLC | 11,008 | $977.0K | 0.00% | −1,474−11.8% | Reduced |
| Prospera Financial Services Inc | 11,028 | $979.3K | 0.02% | −50.0% | Reduced |
| Marshall Wace, LLP | 11,100 | $985.6K | 0.00% | +11,100 | New |
| Vinva Investment Management Ltd | 7,333 | $1.01M | 0.03% | +3,938+116.0% | Added |
| CI Private Wealth, LLC | 11,632 | $1.03M | 0.00% | +530+4.8% | Added |
| Vestcor Inc | 12,090 | $1.07M | 0.03% | −14,068−53.8% | Reduced |
| Strategic Advisors LLC | 12,206 | $1.08M | 0.21% | +20.0% | Added |
| Colonial River Wealth Management, LLC | 12,454 | $1.09M | 0.47% | −346−2.7% | Reduced |
| Wellington Shields & Co., LLC | 12,375 | $1.10M | 0.31% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 12,400 | $1.10M | 0.03% | −1,696−12.0% | Reduced |
| Amundi | 12,534 | $1.10M | 0.00% | −131,261−91.3% | Reduced |
| Axxcess Wealth Management, LLC | 12,441 | $1.10M | 0.03% | −359−2.8% | Reduced |
| NewEdge Wealth, LLC | 12,428 | $1.11M | 0.02% | +8,142+190.0% | Added |
| Bank of Montreal | 12,857 | $1.14M | 0.00% | +142+1.1% | Added |
| International Assets Investment Management, LLC | 12,984 | $1.15M | 0.09% | +1,257+10.7% | Added |
| State of Wisconsin Investment Board | 13,106 | $1.16M | 0.00% | +5,480+71.9% | Added |
| Mackenzie Financial Corp | 13,331 | $1.18M | 0.00% | +4,405+49.4% | Added |
| Magnetar Financial LLC | 13,471 | $1.20M | 0.01% | +13,471 | New |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $1.21M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,859 | $1.23M | 0.01% | +146+1.1% | Added |
| Aigen Investment Management, LP | 14,019 | $1.24M | 0.17% | +1,100+8.5% | Added |
| Sterling Capital Management LLC | 14,059 | $1.25M | 0.02% | +686+5.1% | Added |
| State Board of Administration of Florida Retirement System | 14,150 | $1.26M | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 14,644 | $1.30M | 0.08% | +1,039+7.6% | Added |
| Mercer Global Advisors Inc | 14,791 | $1.31M | 0.00% | −527−3.4% | Reduced |
| Centaurus Financial, Inc. | 14,973 | $1.33M | 0.08% | +3,974+36.1% | Added |
| Edentree Asset Management Ltd | 15,000 | $1.33M | 0.37% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,182 | $1.35M | 0.09% | +2,699+21.6% | Added |
| ProShare Advisors LLC | 16,013 | $1.42M | 0.00% | −1,225−7.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,111 | $1.43M | 0.01% | +337+2.1% | Added |
| Eaton Financial Holdings Company, LLC | 16,158 | $1.43M | 0.44% | +16,158 | New |
| Oregon Public Employees Retirement Fund | 16,403 | $1.46M | 0.03% | −518−3.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 16,891 | $1.50M | 0.27% | −10,515−38.4% | Reduced |
| Verition Fund Management LLC | 16,913 | $1.50M | 0.01% | +5,728+51.2% | Added |
| Royce & Associates LP | 17,808 | $1.58M | 0.02% | +8,490+91.1% | Added |
| Entropy Technologies, LP | 18,065 | $1.60M | 0.13% | +11,897+192.9% | Added |
| Oxbow Advisors, LLC | 18,068 | $1.60M | 0.18% | −1,322−6.8% | Reduced |
| Handelsbanken Fonder AB | 18,200 | $1.62M | 0.01% | −3,700−16.9% | Reduced |
| Pinnacle Holdings, LLC | 18,235 | $1.62M | 0.58% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,341 | $1.63M | 0.01% | +665+3.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,744 | $1.66M | 0.01% | +1,070+6.1% | Added |
| Cresset Asset Management, LLC | 18,911 | $1.68M | 0.01% | −9,438−33.3% | Reduced |
| Ritholtz Wealth Management | 19,258 | $1.71M | 0.04% | −2,840−12.9% | Reduced |
| CWA Asset Management Group, LLC | 19,325 | $1.72M | 0.07% | +3,098+19.1% | Added |
| RFG Advisory, LLC | 19,376 | $1.72M | 0.04% | +2,452+14.5% | Added |
| Natixis Advisors, L.P. | 19,802 | $1.76M | 0.00% | +3,209+19.3% | Added |
| Asset Allocation Strategies LLC | 20,139 | $1.79M | 0.40% | −201−1.0% | Reduced |
| Amalgamated Bank | 20,400 | $1.81M | 0.01% | −626−3.0% | Reduced |
| KLP Kapitalforvaltning AS | 20,500 | $1.82M | 0.01% | −400−1.9% | Reduced |
| Quantinno Capital Management LP | 20,713 | $1.84M | 0.01% | +6,980+50.8% | Added |
| Teachers Retirement System of the State of Kentucky | 20,737 | $1.84M | 0.01% | −1,378−6.2% | Reduced |
| Maryland State Retirement & Pension System | 20,995 | $1.86M | 0.04% | −577−2.7% | Reduced |
| Arizona State Retirement System | 21,040 | $1.87M | 0.01% | −147−0.7% | Reduced |