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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, Q4 2025

Institutional positions in Jackson Financial Inc. as of Dec 31, 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
515
+46 vs. Q3 2025
Shares held
59.9M
+431.9K (+0.7%) vs. Q3 2025
Total value
$6.39B
+$370.4M (+6.2%) vs. Q3 2025
New holders
81
169 more added
Sold out
35
191 more reduced

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 515 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 heldQ4 2025: $6.39B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2025.

Institutions holding JXN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fairman Group, LLC1$1070.00%−1−50.0%Reduced
LRI Investments, LLC1$1070.00%00.0%Unchanged
Elevated Capital Advisors, LLC1$1070.00%+1New
Valued Wealth Advisors LLC1$1070.00%+1New
Dunhill Financial, LLC1$1530.00%+1New
Rakuten Securities, Inc.2$2130.00%−30−93.8%Reduced
Stone House Investment Management, LLC2$2130.00%+2New
Manchester Capital Management LLC2$2140.00%+2New
McIlrath & Eck, LLC3$3200.00%00.0%Unchanged
DV Trading LLC3$3200.00%+3New
Abound Wealth Management4$4270.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$5340.00%00.0%Unchanged
Flagship Harbor Advisors, LLC5$5370.00%+5New
Bruce G. Allen Investments, LLC6$6400.00%00.0%Unchanged
HFM Investment Advisors, LLC6$6400.00%00.0%Unchanged
Hughes Financial Services, LLC7$7470.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$8530.00%+4+100.0%Added
Gilpin Wealth Management, LLC8$8540.00%+8New
Financial Network Wealth Advisors LLC9$9600.00%00.0%Unchanged
Huntington National Bank10$1.07K0.00%−11−52.4%Reduced
UMA Financial Services, Inc.10$1.07K0.00%+10New
Ares Financial Consulting, LLC10$1.07K0.00%+10New
Ankerstar Wealth, LLC11$1.17K0.00%+11New
Addison Advisors LLC13$1.39K0.00%+13New
BNP Paribas14$1.49K0.00%+14New
Godfrey Financial Associates, Inc.16$1.71K0.00%+16New
Cornerstone Financial Management LLC16$1.71K0.00%+16New
Rialto Wealth Management, LLC16$1.71K0.00%+2+14.3%Added
Turning Point Benefit Group, Inc.17$1.81K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.18$1.92K0.00%00.0%Unchanged
Bogart Wealth, LLC20$2.13K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC20$2.13K0.00%00.0%Unchanged
Elyxium Wealth, LLC22$2.35K0.00%+22New
Northwestern Mutual Wealth Management Co25$2.67K0.00%+25New
SJS Investment Consulting Inc.25$2.67K0.00%+13+108.3%Added
Key Capital Management, INC30$3.20K0.00%+30New
Whittier Trust Co of Nevada Inc30$3.40K0.00%00.0%Unchanged
Kilter Group LLC35$3.73K0.00%+35New
Parallel Advisors, LLC39$4.16K0.00%+2+5.4%Added
Westside Investment Management, Inc.40$4.27K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.41$4.37K0.00%+41New
High Note Wealth, LLC47$5.01K0.00%−1−2.1%Reduced
Red Tortoise LLC47$5.01K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC49$5.23K0.00%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd51$5.44K0.00%00.0%Unchanged
Sunbelt Securities, Inc.54$5.76K0.00%00.0%Unchanged
Bare Financial Services, Inc54$5.76K0.00%+2+3.8%Added
Dogwood Wealth Management LLC55$5.87K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC57$6.08K0.00%+11+23.9%Added
Quadrant Capital Group LLC61$6.51K0.00%−2−3.2%Reduced
MAI Capital Management63$6.72K0.00%+9+16.7%Added
Parkside Financial Bank & Trust66$7.04K0.00%00.0%Unchanged
SageView Advisory Group, LLC78$8.32K0.00%+78New
Compagnie Lombard Odier SCmA82$8.74K0.00%−9−9.9%Reduced
JFS Wealth Advisors, LLC82$8.75K0.00%+24+41.4%Added
Larson Financial Group LLC85$9.02K0.00%+6+7.6%Added
Accent Capital Management, LLC89$9.49K0.00%00.0%Unchanged
Clearstead Advisors, LLC97$10.3K0.00%−90−48.1%Reduced
Fortitude Family Office, LLC99$10.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co102$10.9K0.00%−117−53.4%Reduced
Massmutual Trust Co FSB102$10.9K0.00%−16−13.6%Reduced
True Wealth Design, LLC102$10.9K0.00%+57+126.7%Added
Glen Eagle Advisors, LLC103$11.0K0.00%00.0%Unchanged
Zions Bancorporation, National Association110$11.7K0.00%+110New
SRS Capital Advisors, Inc.118$12.6K0.00%−3,932−97.1%Reduced
Wellington Shields Capital Management, LLC118$12.6K0.00%00.0%Unchanged
Optiver Holding B.V.121$12.9K0.00%−175−59.1%Reduced
Rossby Financial, LCC121$12.9K0.00%+112+1,244.4%Added
Private Wealth Management Group, LLC122$13.0K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC139$14.8K0.00%+139New
WealthCollab, LLC174$18.6K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC180$19.2K0.01%+92+104.5%Added
Matrix Trust Co185$20.0K0.00%−3−1.6%Reduced
Kemnay Advisory Services Inc.206$22.0K0.00%+206New
SBI Securities Co., Ltd.214$22.8K0.00%−26−10.8%Reduced
Signaturefd, LLC217$23.1K0.00%−14−6.1%Reduced
Bell Investment Advisors, Inc225$24.0K0.00%−11−4.7%Reduced
Wilkerson Advisory Group LLC229$24.4K0.01%+229New
Fifth Third Bancorp264$28.2K0.00%+16+6.5%Added
Root Financial Partners, LLC274$29.2K0.00%+32+13.2%Added
Rothschild Investment LLC322$34.3K0.00%+143+79.9%Added
Cullen/Frost Bankers, Inc.324$34.6K0.00%+51+18.7%Added
Plato Investment Management Ltd325$34.8K0.00%+325New
Evelyn Partners Investment Management Services Ltd337$35.9K0.00%−99−22.7%Reduced
Pinnacle Bancorp, Inc.338$36.0K0.01%00.0%Unchanged
Platinum Investment Management Ltd342$36.5K0.01%−1,056−75.5%Reduced
Medallion Wealth Advisors, LLC355$37.9K0.01%00.0%Unchanged
Employees Retirement System of Texas375$40.0K0.00%00.0%Unchanged
Optima Capital LLC392$41.8K0.02%+392New
Umb Bank N A392$41.8K0.00%+114+41.0%Added
Allworth Financial LP425$45.3K0.00%+173+68.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.438$47.1K0.00%00.0%Unchanged
NBC Securities, Inc.450$48.0K0.00%00.0%Unchanged
Harbour Investments, Inc.452$48.2K0.00%+3+0.7%Added
Ronald Blue Trust, Inc.455$48.5K0.00%+3+0.7%Added
CWM Advisors, LLC500$53.3K0.00%+500New
Sound Income Strategies, LLC483$54.8K0.00%+98+25.5%Added
Salomon & Ludwin, LLC512$56.2K0.00%+187+57.5%Added
Pacer Advisors, Inc.538$57.4K0.00%−57−9.6%Reduced
EFG International AG547$58.3K0.00%+547New