Skip to main content

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, Q3 2025

Institutional positions in Jackson Financial Inc. as of Sep 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
479
+29 vs. Q2 2025
Shares held
59.6M
−2.06M (−3.3%) vs. Q2 2025
Total value
$6.03B
+$555.4M (+10.1%) vs. Q2 2025
New holders
67
160 more added
Sold out
38
180 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 479 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 heldQ3 2025: $6.03B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2025.

Institutions holding JXN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Investments Inc1,046$105.9K0.00%00.0%Unchanged
Covestor Ltd1,104$112.0K0.06%−230−17.2%Reduced
Smartleaf Asset Management LLC1,142$116.6K0.01%+114+11.1%Added
Danske Bank A/S1,200$121.5K0.00%−508−29.7%Reduced
Point72 Europe (London) LLP1,218$123.3K0.01%+1,218New
Harbor Capital Advisors, Inc.1,241$126.0K0.01%−386−23.7%Reduced
Principal Securities, Inc.1,251$126.6K0.00%−3−0.2%Reduced
Raiffeisen Bank International AG1,270$129.6K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,311$132.7K0.00%−278−17.5%Reduced
Platinum Investment Management Ltd1,398$141.5K0.01%−166−10.6%Reduced
Nomura Asset Management Co Ltd1,450$146.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio1,653$167.3K0.00%−16−1.0%Reduced
Rockefeller Capital Management L.P.1,750$177.2K0.00%+1,750New
Geneos Wealth Management Inc.1,765$178.7K0.00%+432+32.4%Added
Ameriflex Group, Inc.1,900$192.3K0.07%+1,900New
CIBC Private Wealth Group, LLC1,965$198.9K0.00%+541+38.0%Added
DGS Capital Management, LLC1,995$201.9K0.04%+1,995New
IFP Advisors, Inc2,009$203.4K0.01%−253−11.2%Reduced
Busey Wealth Management2,033$205.8K0.01%+2,033New
Strategic Blueprint, LLC2,034$205.9K0.01%+2,034New
Capstone Investment Advisors, LLC2,082$210.8K0.00%+2,082New
State of Wyoming2,087$211.3K0.02%−38−1.8%Reduced
Valmark Advisers, Inc.2,090$211.6K0.00%+2,090New
Concorde Asset Management, LLC2,100$211.6K0.09%+2,100New
TCG Advisory Services, LLC2,097$212.3K0.01%+2,097New
KBC Group NV2,116$214.0K0.00%00.0%Unchanged
Shell Asset Management Co2,167$219.0K0.02%+211+10.8%Added
Balyasny Asset Management LLC2,168$219.5K0.00%+2,168New
Panagora Asset Management Inc2,179$220.6K0.00%+2,179New
Wetzel Investment Advisors, Inc.2,200$222.7K0.10%+2,200New
Jones Financial Companies LLLP2,180$226.3K0.00%−27−1.2%Reduced
Seeds Investor LLC2,271$229.9K0.05%−126−5.3%Reduced
Fifth Third Wealth Advisors LLC2,274$230.2K0.01%−5−0.2%Reduced
Empowered Funds, LLC2,292$232.0K0.00%+2,292New
Sequoia Financial Advisors, LLC2,294$232.2K0.00%−54−2.3%Reduced
Ausdal Financial Partners, Inc.2,318$234.6K0.01%+2,318New
BKD Wealth Advisors, LLC2,328$235.7K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd2,330$235.9K0.01%−32,588−93.3%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC2,351$238.0K0.00%−16,393−87.5%Reduced
Glenmede Investment Management, LP2,441$247.1K0.00%+32+1.3%Added
Pallas Capital Advisors LLC2,457$248.7K0.01%+34+1.4%Added
GWN Securities Inc.2,484$251.6K0.06%+18+0.7%Added
BayBridge Capital Group, LLC2,487$251.8K0.16%+2,487New
Concurrent Investment Advisors, LLC2,491$252.2K0.00%−14−0.6%Reduced
AE Wealth Management LLC2,504$253.6K0.00%+2,504New
GAMMA Investing LLC2,522$255.3K0.01%+235+10.3%Added
Guggenheim Capital LLC2,531$256.2K0.00%+2,531New
Paragon Capital Management Ltd2,535$256.6K0.05%−135−5.1%Reduced
Gladstone Institutional Advisory LLC2,552$258.3K0.01%+187+7.9%Added
Brookstone Capital Management2,554$258.6K0.00%+68+2.7%Added
Great Lakes Advisors, LLC2,575$260.7K0.00%−310−10.7%Reduced
Shelton Capital Management2,596$262.8K0.01%−133−4.9%Reduced
RSM US Wealth Management LLC2,679$271.2K0.00%+22+0.8%Added
StoneX Group Inc.2,690$272.3K0.01%+302+12.6%Added
EMC Capital Management2,699$273.0K0.13%00.0%Unchanged
Private Trust Co NA2,715$274.8K0.02%−130−4.6%Reduced
Evelyn Partners Investment Management LLP2,789$282.3K0.01%+195+7.5%Added
Adams Wealth Management2,805$282.4K0.06%00.0%Unchanged
CacheTech Inc.2,805$282.4K0.06%00.0%Unchanged
Savant Capital, LLC2,799$283.4K0.00%+484+20.9%Added
Forum Financial Management, LP2,817$285.2K0.00%+10.0%Added
GTS Securities LLC2,880$291.5K0.01%+2,880New
Journey Strategic Wealth LLC2,885$292.0K0.01%−86−2.9%Reduced
GWM Advisors LLC2,914$295.0K0.00%−58−2.0%Reduced
FJ Capital Management LLC2,946$298.2K0.03%+2,946New
Buckingham Strategic Partners3,095$299.2K0.00%+3,095New
FORA Capital, LLC2,994$303.1K0.05%−5,749−65.8%Reduced
PFG Investments, LLC3,138$317.6K0.02%+705+29.0%Added
Sage Rhino Capital LLC3,156$319.5K0.06%+63+2.0%Added
Comprehensive Financial Consultants Institutional, Inc.3,234$327.4K0.10%00.0%Unchanged
Oversea-Chinese Banking CORP Ltd3,260$330.0K0.01%+3,260New
FourThought Financial Partners, LLC3,326$336.7K0.03%+3,326New
Swiss Life Asset Management Ltd3,329$337.0K0.00%+3,329New
Highland Capital Management, LLC3,332$337.3K0.02%+3,332New
Counterpoint Mutual Funds LLC3,429$347.1K0.03%−4,778−58.2%Reduced
Silver Oak Securities, Inc3,434$347.6K0.03%−263−7.1%Reduced
Truist Financial Corp3,484$352.7K0.00%−94−2.6%Reduced
Vestcor Inc3,527$357.0K0.01%−8,563−70.8%Reduced
Jump Financial, LLC3,556$360.0K0.00%+3,556New
Crossmark Global Holdings, Inc.3,591$363.5K0.01%−1,117−23.7%Reduced
Gotham Asset Management, LLC3,596$364.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC3,603$364.7K0.00%−104,771−96.7%Reduced
Hamilton Capital Partners Inc.3,700$374.6K0.02%00.0%Unchanged
Polymer Capital Management (US) LLC3,729$377.5K0.05%−410−9.9%Reduced
Innealta Capital, LLC3,785$383.2K0.19%00.0%Unchanged
Focus Financial Network, Inc.3,795$384.1K0.01%+4+0.1%Added
The PNC Financial Services Group, Inc.3,827$387.4K0.00%+108+2.9%Added
Toroso Investments, LLC3,830$387.7K0.00%−1,643−30.0%Reduced
Kestra Investment Management, LLC3,916$396.4K0.01%−4,930−55.7%Reduced
Wolverine Trading, LLC3,905$398.5K0.01%+3,905New
ISAM Funds (UK) Ltd3,956$400.5K0.08%−5,181−56.7%Reduced
Triumph Capital Management4,003$405.2K0.11%+13+0.3%Added
SRS Capital Advisors, Inc.4,050$410.0K0.01%+2,110+108.8%Added
TCFG Wealth Management, LLC4,058$410.8K0.16%−298−6.8%Reduced
Meriwether Wealth & Planning, LLC4,152$420.3K0.24%−467−10.1%Reduced
Axq Capital, LP4,178$422.9K0.16%+4,178New
Profund Advisors LLC4,196$424.8K0.01%−193−4.4%Reduced
Ethic Inc.4,239$429.1K0.01%−559−11.7%Reduced
Vident Advisory, LLC4,251$430.3K0.00%−796−15.8%Reduced
Asset Management One Co.,Ltd.4,286$433.9K0.00%−1,182−21.6%Reduced