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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 12,428 | $1.11M | 0.02% | +8,142+190.0% | Added |
| Axxcess Wealth Management, LLC | 12,441 | $1.10M | 0.03% | −359−2.8% | Reduced |
| Amundi | 12,534 | $1.10M | 0.00% | −131,261−91.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,400 | $1.10M | 0.03% | −1,696−12.0% | Reduced |
| Wellington Shields & Co., LLC | 12,375 | $1.10M | 0.31% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 12,454 | $1.09M | 0.47% | −346−2.7% | Reduced |
| Strategic Advisors LLC | 12,206 | $1.08M | 0.21% | +20.0% | Added |
| Vestcor Inc | 12,090 | $1.07M | 0.03% | −14,068−53.8% | Reduced |
| CI Private Wealth, LLC | 11,632 | $1.03M | 0.00% | +530+4.8% | Added |
| Vinva Investment Management Ltd | 7,333 | $1.01M | 0.03% | +3,938+116.0% | Added |
| Marshall Wace, LLP | 11,100 | $985.6K | 0.00% | +11,100 | New |
| Prospera Financial Services Inc | 11,028 | $979.3K | 0.02% | −50.0% | Reduced |
| MML Investors Services, LLC | 11,008 | $977.0K | 0.00% | −1,474−11.8% | Reduced |
| Harmony Asset Management LLC | 10,858 | $964.1K | 0.36% | +651+6.4% | Added |
| Pictet Asset Management Holding SA | 10,754 | $954.8K | 0.00% | −113−1.0% | Reduced |
| Engineers Gate Manager LP | 10,635 | $944.3K | 0.01% | −139,947−92.9% | Reduced |
| JustInvest LLC | 10,633 | $944.1K | 0.01% | −65−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 10,615 | $942.6K | 0.02% | −3,788−26.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,304 | $914.9K | 0.02% | +1,291+14.3% | Added |
| Kestra Private Wealth Services, LLC | 10,083 | $895.3K | 0.01% | +2,006+24.8% | Added |
| Gordian Capital Singapore Pte Ltd | 10,500 | $879.7K | 1.34% | 00.0% | Unchanged |
| Steadtrust LLC | 9,630 | $855.0K | 0.67% | +9,630 | New |
| Regal Investment Advisors LLC | 9,235 | $820.0K | 0.06% | −69−0.7% | Reduced |
| Mariner, LLC | 9,189 | $815.9K | 0.00% | +3,622+65.1% | Added |
| Mutual of America Capital Management LLC | 9,177 | $814.8K | 0.01% | −1,579−14.7% | Reduced |
| ISAM Funds (UK) Ltd | 9,137 | $811.3K | 0.18% | +3,057+50.3% | Added |
| CenterBook Partners LP | 8,969 | $796.4K | 0.04% | +8,969 | New |
| CIBC World Markets Corp | 8,839 | $784.8K | 0.01% | −7,391−45.5% | Reduced |
| FORA Capital, LLC | 8,743 | $776.3K | 0.09% | −13,315−60.4% | Reduced |
| Winton Group Ltd | 8,683 | $771.0K | 0.04% | −3,860−30.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,641 | $767.2K | 0.03% | +1,456+20.3% | Added |
| Atria Investments LLC | 8,617 | $765.1K | 0.01% | +1,144+15.3% | Added |
| Kestra Investment Management, LLC | 8,846 | $761.8K | 0.01% | +4,136+87.8% | Added |
| Pathstone Holdings, LLC | 8,553 | $759.4K | 0.00% | −108−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,440 | $750.8K | 0.00% | +3,805+82.1% | Added |
| Evergreen Wealth Management, LLC | 8,298 | $736.8K | 0.41% | +8,298 | New |
| Counterpoint Mutual Funds LLC | 8,207 | $728.7K | 0.06% | −1,231−13.0% | Reduced |
| FMR LLC | 8,206 | $728.6K | 0.00% | −142,219−94.5% | Reduced |
| Gsa Capital Partners LLP | 8,149 | $724.0K | 0.05% | −12,466−60.5% | Reduced |
| Invst, LLC | 8,010 | $711.2K | 0.09% | +341+4.4% | Added |
| Benjamin Edwards Inc | 7,964 | $707.1K | 0.01% | −24−0.3% | Reduced |
| Baird Financial Group, Inc. | 7,961 | $706.9K | 0.00% | −720−8.3% | Reduced |
| STRS Ohio | 7,900 | $701.4K | 0.00% | −600−7.1% | Reduced |
| Brinker Capital Investments, LLC | 7,873 | $699.0K | 0.01% | +835+11.9% | Added |
| CV Advisors LLC | 7,800 | $692.6K | 0.21% | 00.0% | Unchanged |
| Versor Investments LP | 7,775 | $690.3K | 0.12% | −7,135−47.9% | Reduced |
| PEAK6 LLC | 7,685 | $682.4K | 0.02% | +7,685 | New |
| New York Life Investment Management LLC | 7,533 | $668.9K | 0.01% | −303−3.9% | Reduced |
| Aristides Capital LLC | 7,483 | $664.4K | 0.21% | 00.0% | Unchanged |
| Creative Planning | 7,333 | $651.1K | 0.00% | −209−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,269 | $645.4K | 0.02% | −130−1.8% | Reduced |
| MorganRosel Wealth Management, LLC | 7,261 | $644.7K | 0.18% | −7,919−52.2% | Reduced |
| Point72 Hong Kong Ltd | 7,209 | $640.1K | 0.04% | +7,209 | New |
| Point72 (DIFC) Ltd | 7,205 | $639.7K | 0.05% | −75−1.0% | Reduced |
| Neuberger Berman Group LLC | 7,123 | $632.5K | 0.00% | +1,286+22.0% | Added |
| CIBC Asset Management Inc | 7,074 | $628.1K | 0.00% | −123−1.7% | Reduced |
| Level Four Advisory Services, LLC | 6,960 | $618.0K | 0.02% | +28+0.4% | Added |
| Quadrature Capital Ltd | 6,853 | $608.7K | 0.01% | −7,809−53.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,844 | $607.7K | 0.04% | +6,844 | New |
| Congress Wealth Management LLC | 6,793 | $603.1K | 0.01% | +267+4.1% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $589.0K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 6,507 | $577.7K | 0.01% | −763−10.5% | Reduced |
| Cambria Investment Management, L.P. | 6,351 | $563.9K | 0.04% | +11+0.2% | Added |
| Xponance, Inc. | 6,280 | $557.6K | 0.00% | −458−6.8% | Reduced |
| Fox Run Management, L.L.C. | 6,244 | $554.4K | 0.09% | −13,208−67.9% | Reduced |
| Tactive Advisors, LLC | 6,000 | $532.7K | 0.17% | +6,000 | New |
| Avantax Advisory Services, Inc. | 5,989 | $531.7K | 0.00% | +1,189+24.8% | Added |
| Farther Finance Advisors, LLC | 5,946 | $527.9K | 0.01% | +1,195+25.2% | Added |
| DRW Securities, LLC | 5,906 | $524.4K | 0.04% | +5,906 | New |
| Martingale Asset Management L P | 5,854 | $519.8K | 0.01% | −3,252−35.7% | Reduced |
| Ariadne Wealth Management, LP | 5,201 | $501.4K | 0.24% | +181+3.6% | Added |
| Numerai GP LLC | 5,583 | $495.7K | 0.07% | +5,583 | New |
| Bokf, NA | 5,564 | $494.0K | 0.01% | −435−7.3% | Reduced |
| Toroso Investments, LLC | 5,473 | $485.9K | 0.00% | +5,473 | New |
| Asset Management One Co.,Ltd. | 5,468 | $485.5K | 0.00% | −14,440−72.5% | Reduced |
| Inceptionr LLC | 5,425 | $481.7K | 0.11% | +5,425 | New |
| Leonteq Securities AG | 5,373 | $477.1K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,270 | $468.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,266 | $467.6K | 0.18% | +466+9.7% | Added |
| Kames Capital plc | 5,176 | $459.6K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,047 | $448.1K | 0.01% | −4,344−46.3% | Reduced |
| EntryPoint Capital, LLC | 5,034 | $447.0K | 0.22% | +2,289+83.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,981 | $442.3K | 0.05% | +1,087+27.9% | Added |
| Vise Technologies, Inc. | 4,934 | $438.1K | 0.02% | +4,934 | New |
| Ieq Capital, LLC | 4,879 | $433.2K | 0.00% | +4,879 | New |
| Ethic Inc. | 4,798 | $429.4K | 0.01% | −635−11.7% | Reduced |
| Cerity Partners LLC | 4,723 | $419.4K | 0.00% | −660−12.3% | Reduced |
| LVZ Advisors, Inc. | 4,719 | $419.0K | 0.05% | +11+0.2% | Added |
| Crossmark Global Holdings, Inc. | 4,708 | $418.0K | 0.01% | −692−12.8% | Reduced |
| Integrated Wealth Concepts LLC | 4,705 | $417.8K | 0.00% | −766−14.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,619 | $410.1K | 0.26% | −111−2.3% | Reduced |
| HighTower Advisors, LLC | 4,400 | $390.7K | 0.00% | −866−16.4% | Reduced |
| Profund Advisors LLC | 4,389 | $389.7K | 0.01% | −342−7.2% | Reduced |
| TCFG Wealth Management, LLC | 4,356 | $386.8K | 0.18% | +149+3.5% | Added |
| Stratos Wealth Partners, LTD. | 4,351 | $386.3K | 0.01% | −5,640−56.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,174 | $370.6K | 0.10% | −6,266−60.0% | Reduced |
| SG Americas Securities, LLC | 4,160 | $369.0K | 0.00% | −11,233−73.0% | Reduced |
| Polymer Capital Management (US) LLC | 4,139 | $367.5K | 0.06% | −1,267−23.4% | Reduced |
| Triumph Capital Management | 3,990 | $354.3K | 0.11% | +138+3.6% | Added |
| Park Avenue Securities LLC | 3,931 | $349.0K | 0.00% | +1,081+37.9% | Added |