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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jump Financial, LLC | 3,556 | $360.0K | 0.00% | +3,556 | New |
| Vestcor Inc | 3,527 | $357.0K | 0.01% | −8,563−70.8% | Reduced |
| Truist Financial Corp | 3,484 | $352.7K | 0.00% | −94−2.6% | Reduced |
| Silver Oak Securities, Inc | 3,434 | $347.6K | 0.03% | −263−7.1% | Reduced |
| Counterpoint Mutual Funds LLC | 3,429 | $347.1K | 0.03% | −4,778−58.2% | Reduced |
| Highland Capital Management, LLC | 3,332 | $337.3K | 0.02% | +3,332 | New |
| Swiss Life Asset Management Ltd | 3,329 | $337.0K | 0.00% | +3,329 | New |
| FourThought Financial Partners, LLC | 3,326 | $336.7K | 0.03% | +3,326 | New |
| Oversea-Chinese Banking CORP Ltd | 3,260 | $330.0K | 0.01% | +3,260 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $327.4K | 0.10% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,156 | $319.5K | 0.06% | +63+2.0% | Added |
| PFG Investments, LLC | 3,138 | $317.6K | 0.02% | +705+29.0% | Added |
| FORA Capital, LLC | 2,994 | $303.1K | 0.05% | −5,749−65.8% | Reduced |
| Buckingham Strategic Partners | 3,095 | $299.2K | 0.00% | +3,095 | New |
| FJ Capital Management LLC | 2,946 | $298.2K | 0.03% | +2,946 | New |
| GWM Advisors LLC | 2,914 | $295.0K | 0.00% | −58−2.0% | Reduced |
| Journey Strategic Wealth LLC | 2,885 | $292.0K | 0.01% | −86−2.9% | Reduced |
| GTS Securities LLC | 2,880 | $291.5K | 0.01% | +2,880 | New |
| Forum Financial Management, LP | 2,817 | $285.2K | 0.00% | +10.0% | Added |
| Savant Capital, LLC | 2,799 | $283.4K | 0.00% | +484+20.9% | Added |
| Adams Wealth Management | 2,805 | $282.4K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 2,805 | $282.4K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 2,789 | $282.3K | 0.01% | +195+7.5% | Added |
| Private Trust Co NA | 2,715 | $274.8K | 0.02% | −130−4.6% | Reduced |
| EMC Capital Management | 2,699 | $273.0K | 0.13% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,690 | $272.3K | 0.01% | +302+12.6% | Added |
| RSM US Wealth Management LLC | 2,679 | $271.2K | 0.00% | +22+0.8% | Added |
| Shelton Capital Management | 2,596 | $262.8K | 0.01% | −133−4.9% | Reduced |
| Great Lakes Advisors, LLC | 2,575 | $260.7K | 0.00% | −310−10.7% | Reduced |
| Brookstone Capital Management | 2,554 | $258.6K | 0.00% | +68+2.7% | Added |
| Gladstone Institutional Advisory LLC | 2,552 | $258.3K | 0.01% | +187+7.9% | Added |
| Paragon Capital Management Ltd | 2,535 | $256.6K | 0.05% | −135−5.1% | Reduced |
| Guggenheim Capital LLC | 2,531 | $256.2K | 0.00% | +2,531 | New |
| GAMMA Investing LLC | 2,522 | $255.3K | 0.01% | +235+10.3% | Added |
| AE Wealth Management LLC | 2,504 | $253.6K | 0.00% | +2,504 | New |
| Concurrent Investment Advisors, LLC | 2,491 | $252.2K | 0.00% | −14−0.6% | Reduced |
| BayBridge Capital Group, LLC | 2,487 | $251.8K | 0.16% | +2,487 | New |
| GWN Securities Inc. | 2,484 | $251.6K | 0.06% | +18+0.7% | Added |
| Pallas Capital Advisors LLC | 2,457 | $248.7K | 0.01% | +34+1.4% | Added |
| Glenmede Investment Management, LP | 2,441 | $247.1K | 0.00% | +32+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,351 | $238.0K | 0.00% | −16,393−87.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,330 | $235.9K | 0.01% | −32,588−93.3% | Reduced |
| BKD Wealth Advisors, LLC | 2,328 | $235.7K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,318 | $234.6K | 0.01% | +2,318 | New |
| Sequoia Financial Advisors, LLC | 2,294 | $232.2K | 0.00% | −54−2.3% | Reduced |
| Empowered Funds, LLC | 2,292 | $232.0K | 0.00% | +2,292 | New |
| Fifth Third Wealth Advisors LLC | 2,274 | $230.2K | 0.01% | −5−0.2% | Reduced |
| Seeds Investor LLC | 2,271 | $229.9K | 0.05% | −126−5.3% | Reduced |
| Jones Financial Companies LLLP | 2,180 | $226.3K | 0.00% | −27−1.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,200 | $222.7K | 0.10% | +2,200 | New |
| Panagora Asset Management Inc | 2,179 | $220.6K | 0.00% | +2,179 | New |
| Balyasny Asset Management LLC | 2,168 | $219.5K | 0.00% | +2,168 | New |
| Shell Asset Management Co | 2,167 | $219.0K | 0.02% | +211+10.8% | Added |
| KBC Group NV | 2,116 | $214.0K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,097 | $212.3K | 0.01% | +2,097 | New |
| Concorde Asset Management, LLC | 2,100 | $211.6K | 0.09% | +2,100 | New |
| Valmark Advisers, Inc. | 2,090 | $211.6K | 0.00% | +2,090 | New |
| State of Wyoming | 2,087 | $211.3K | 0.02% | −38−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,082 | $210.8K | 0.00% | +2,082 | New |
| Strategic Blueprint, LLC | 2,034 | $205.9K | 0.01% | +2,034 | New |
| Busey Wealth Management | 2,033 | $205.8K | 0.01% | +2,033 | New |
| IFP Advisors, Inc | 2,009 | $203.4K | 0.01% | −253−11.2% | Reduced |
| DGS Capital Management, LLC | 1,995 | $201.9K | 0.04% | +1,995 | New |
| CIBC Private Wealth Group, LLC | 1,965 | $198.9K | 0.00% | +541+38.0% | Added |
| Ameriflex Group, Inc. | 1,900 | $192.3K | 0.07% | +1,900 | New |
| Geneos Wealth Management Inc. | 1,765 | $178.7K | 0.00% | +432+32.4% | Added |
| Rockefeller Capital Management L.P. | 1,750 | $177.2K | 0.00% | +1,750 | New |
| Public Employees Retirement System of Ohio | 1,653 | $167.3K | 0.00% | −16−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,450 | $146.8K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 1,398 | $141.5K | 0.01% | −166−10.6% | Reduced |
| Global Retirement Partners, LLC | 1,311 | $132.7K | 0.00% | −278−17.5% | Reduced |
| Raiffeisen Bank International AG | 1,270 | $129.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,251 | $126.6K | 0.00% | −3−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 1,241 | $126.0K | 0.01% | −386−23.7% | Reduced |
| Point72 Europe (London) LLP | 1,218 | $123.3K | 0.01% | +1,218 | New |
| Danske Bank A/S | 1,200 | $121.5K | 0.00% | −508−29.7% | Reduced |
| Smartleaf Asset Management LLC | 1,142 | $116.6K | 0.01% | +114+11.1% | Added |
| Covestor Ltd | 1,104 | $112.0K | 0.06% | −230−17.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,046 | $105.9K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,022 | $104.0K | 0.00% | +10+1.0% | Added |
| EverSource Wealth Advisors, LLC | 992 | $100.4K | 0.00% | +81+8.9% | Added |
| Steward Partners Investment Advisory, LLC | 935 | $94.7K | 0.00% | +200+27.2% | Added |
| Point72 (DIFC) Ltd | 886 | $89.7K | 0.01% | −6,319−87.7% | Reduced |
| Versant Capital Management, Inc | 830 | $84.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 774 | $78.0K | 0.00% | −282−26.7% | Reduced |
| Essential Partners LLC | 745 | $75.4K | 0.02% | +296+65.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 719 | $73.0K | 0.00% | −19−2.6% | Reduced |
| Spire Wealth Management | 700 | $70.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 689 | $70.0K | 0.00% | +131+23.5% | Added |
| Brown Shipley& Co Ltd | 640 | $64.8K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 595 | $60.2K | 0.00% | +595 | New |
| Creative Financial Designs Inc | 551 | $55.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 530 | $54.0K | 0.00% | −71,003−99.3% | Reduced |
| Ronald Blue Trust, Inc. | 452 | $45.8K | 0.00% | −213−32.0% | Reduced |
| NBC Securities, Inc. | 450 | $45.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 449 | $45.5K | 0.00% | +13+3.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 438 | $44.3K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 436 | $44.1K | 0.01% | −147−25.2% | Reduced |
| Bessemer Group Inc | 404 | $41.0K | 0.00% | +129+46.9% | Added |
| Sound Income Strategies, LLC | 385 | $38.5K | 0.00% | −120−23.8% | Reduced |