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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 3,906 | $346.8K | 0.00% | −108−2.7% | Reduced |
| Focus Financial Network, Inc. | 3,791 | $336.6K | 0.01% | +329+9.5% | Added |
| Innealta Capital, LLC | 3,785 | $336.1K | 0.18% | +1,259+49.8% | Added |
| The PNC Financial Services Group, Inc. | 3,719 | $330.2K | 0.00% | +353+10.5% | Added |
| Hamilton Capital Partners Inc. | 3,700 | $328.5K | 0.02% | +3,700 | New |
| Merit Financial Group, LLC | 3,698 | $328.4K | 0.00% | +3,698 | New |
| Silver Oak Securities, Inc | 3,697 | $328.2K | 0.03% | +215+6.2% | Added |
| Florida Financial Advisors, LLC | 3,621 | $321.5K | 0.11% | +34+0.9% | Added |
| Gotham Asset Management, LLC | 3,596 | $319.3K | 0.00% | +2+0.1% | Added |
| Truist Financial Corp | 3,578 | $317.7K | 0.00% | −43−1.2% | Reduced |
| Simplex Trading, LLC | 3,520 | $312.0K | 0.01% | +3,465+6,300.0% | Added |
| R Squared Ltd | 3,471 | $308.2K | 0.17% | +3,471 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $287.1K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,131 | $278.0K | 0.03% | +3,131 | New |
| Sage Rhino Capital LLC | 3,093 | $274.6K | 0.06% | +79+2.6% | Added |
| EP Wealth Advisors, LLC | 3,027 | $268.8K | 0.00% | −45−1.5% | Reduced |
| Qsemble Capital Management, LP | 2,983 | $264.9K | 0.03% | +398+15.4% | Added |
| GWM Advisors LLC | 2,972 | $263.8K | 0.00% | −999−25.2% | Reduced |
| Journey Strategic Wealth LLC | 2,971 | $263.8K | 0.01% | +2,971 | New |
| Great Lakes Advisors, LLC | 2,885 | $256.2K | 0.00% | −665−18.7% | Reduced |
| Private Trust Co NA | 2,845 | $252.6K | 0.02% | 00.0% | Unchanged |
| Adams Wealth Management | 2,805 | $250.4K | 0.05% | 00.0% | Unchanged |
| CacheTech Inc. | 2,805 | $250.4K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,816 | $250.0K | 0.00% | −641−18.5% | Reduced |
| CWM, LLC | 2,762 | $245.0K | 0.00% | +787+39.8% | Added |
| Shelton Capital Management | 2,729 | $242.3K | 0.01% | −88−3.1% | Reduced |
| EMC Capital Management | 2,699 | $240.0K | 0.13% | +2,699 | New |
| Paragon Capital Management Ltd | 2,670 | $237.1K | 0.04% | −873−24.6% | Reduced |
| RSM US Wealth Management LLC | 2,657 | $235.9K | 0.00% | +2,657 | New |
| Evelyn Partners Investment Management LLP | 2,594 | $230.3K | 0.01% | +12+0.5% | Added |
| Concurrent Investment Advisors, LLC | 2,505 | $222.5K | 0.00% | +27+1.1% | Added |
| Corient IA LLC | 2,500 | $222.0K | 0.13% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,486 | $220.7K | 0.00% | +12+0.5% | Added |
| GWN Securities Inc. | 2,466 | $219.0K | 0.04% | +23+0.9% | Added |
| PFG Investments, LLC | 2,433 | $216.1K | 0.01% | +2,433 | New |
| Pallas Capital Advisors LLC | 2,423 | $215.1K | 0.01% | +2,423 | New |
| Glenmede Investment Management, LP | 2,409 | $213.9K | 0.00% | +2,409 | New |
| Seeds Investor LLC | 2,397 | $212.8K | 0.05% | +2,397 | New |
| StoneX Group Inc. | 2,388 | $212.0K | 0.01% | +2,388 | New |
| Gladstone Institutional Advisory LLC | 2,365 | $210.0K | 0.01% | +2,365 | New |
| Sequoia Financial Advisors, LLC | 2,348 | $208.5K | 0.00% | +2,348 | New |
| Teza Capital Management LLC | 2,348 | $208.5K | 0.16% | −272−10.4% | Reduced |
| BKD Wealth Advisors, LLC | 2,328 | $206.7K | 0.00% | +2,328 | New |
| Savant Capital, LLC | 2,315 | $205.6K | 0.00% | −248−9.7% | Reduced |
| GAMMA Investing LLC | 2,287 | $203.1K | 0.01% | +179+8.5% | Added |
| Fifth Third Wealth Advisors LLC | 2,279 | $202.4K | 0.01% | +2,279 | New |
| IFP Advisors, Inc | 2,262 | $200.9K | 0.01% | −391−14.7% | Reduced |
| Jones Financial Companies LLLP | 2,207 | $197.6K | 0.00% | −928−29.6% | Reduced |
| State of Wyoming | 2,125 | $188.7K | 0.02% | +2,125 | New |
| KBC Group NV | 2,116 | $188.0K | 0.00% | −1,205−36.3% | Reduced |
| Shell Asset Management Co | 1,956 | $174.0K | 0.01% | −3,867−66.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,940 | $172.3K | 0.01% | +1,940 | New |
| Danske Bank A/S | 1,708 | $151.7K | 0.00% | −22,855−93.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,669 | $148.2K | 0.00% | −6,919−80.6% | Reduced |
| Fifth Third Bancorp | 1,661 | $147.5K | 0.00% | −122−6.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,627 | $144.0K | 0.01% | −9−0.6% | Reduced |
| Global Retirement Partners, LLC | 1,589 | $141.1K | 0.00% | +1,589 | New |
| Platinum Investment Management Ltd | 1,564 | $138.9K | 0.01% | −53−3.3% | Reduced |
| US Bancorp | 1,494 | $132.7K | 0.00% | −448−23.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,450 | $128.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,424 | $126.4K | 0.00% | +41+3.0% | Added |
| Geneos Wealth Management Inc. | 1,333 | $118.4K | 0.00% | +600+81.9% | Added |
| Covestor Ltd | 1,334 | $118.0K | 0.07% | +1,119+520.5% | Added |
| Principal Securities, Inc. | 1,254 | $111.3K | 0.00% | +839+202.2% | Added |
| Raiffeisen Bank International AG | 1,270 | $109.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,056 | $94.0K | 0.00% | −284−21.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,046 | $92.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,028 | $92.0K | 0.01% | +3+0.3% | Added |
| Close Asset Management Ltd | 1,012 | $90.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 911 | $80.9K | 0.00% | +325+55.5% | Added |
| Versant Capital Management, Inc | 830 | $73.7K | 0.01% | +280+50.9% | Added |
| New Age Alpha Advisors, LLC | 802 | $71.2K | 0.00% | −1−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 738 | $66.0K | 0.00% | +738 | New |
| Steward Partners Investment Advisory, LLC | 735 | $65.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 720 | $63.9K | 0.02% | +720 | New |
| Spire Wealth Management | 700 | $62.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 665 | $59.0K | 0.00% | +53+8.7% | Added |
| Brown Shipley& Co Ltd | 640 | $56.8K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 583 | $51.8K | 0.01% | +111+23.5% | Added |
| Skopos Labs, Inc. | 577 | $51.2K | 0.01% | +77+15.4% | Added |
| Hantz Financial Services, Inc. | 558 | $50.0K | 0.00% | +215+62.7% | Added |
| Creative Financial Designs Inc | 551 | $48.9K | 0.00% | −97−15.0% | Reduced |
| Sound Income Strategies, LLC | 505 | $44.8K | 0.00% | +470+1,342.9% | Added |
| Aster Capital Management (DIFC) Ltd | 499 | $44.3K | 0.01% | +499 | New |
| Essential Partners LLC | 449 | $39.9K | 0.02% | +449 | New |
| NBC Securities, Inc. | 450 | $39.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 438 | $38.9K | 0.00% | +231+111.6% | Added |
| Harbour Investments, Inc. | 436 | $38.7K | 0.00% | +15+3.6% | Added |
| Medallion Wealth Advisors, LLC | 355 | $31.7K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 315 | $29.7K | 0.01% | +315 | New |
| Bell Investment Advisors, Inc | 299 | $26.5K | 0.00% | +23+8.3% | Added |
| Quarry LP | 281 | $24.9K | 0.01% | +48+20.6% | Added |
| Bessemer Group Inc | 275 | $24.0K | 0.00% | +3+1.1% | Added |
| SBI Securities Co., Ltd. | 245 | $21.8K | 0.00% | −186−43.2% | Reduced |
| Signaturefd, LLC | 223 | $19.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 202 | $17.9K | 0.00% | −62−23.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $17.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 174 | $15.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 145 | $12.9K | 0.01% | −5−3.3% | Reduced |
| Private Wealth Management Group, LLC | 122 | $10.8K | 0.00% | 00.0% | Unchanged |