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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 551 | $58.8K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 567 | $60.5K | 0.03% | +567 | New |
| Brown Shipley& Co Ltd | 640 | $68.3K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 751 | $74.0K | 0.00% | +751 | New |
| Simplex Trading, LLC | 699 | $74.5K | 0.00% | +699 | New |
| Spire Wealth Management | 700 | $74.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 764 | $81.0K | 0.00% | +75+10.9% | Added |
| Covestor Ltd | 792 | $85.0K | 0.04% | −312−28.3% | Reduced |
| Versant Capital Management, Inc | 836 | $89.2K | 0.01% | +6+0.7% | Added |
| C M Bidwell & Associates Ltd | 851 | $90.8K | 0.04% | +775+1,019.7% | Added |
| Essential Partners LLC | 885 | $94.4K | 0.03% | +140+18.8% | Added |
| Steward Partners Investment Advisory, LLC | 935 | $99.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 950 | $101.3K | 0.05% | −950−50.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,016 | $108.0K | 0.00% | +297+41.3% | Added |
| Farmers & Merchants Investments Inc | 1,046 | $111.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,118 | $119.3K | 0.00% | −632−36.1% | Reduced |
| Danske Bank A/S | 1,200 | $128.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,210 | $129.0K | 0.00% | +218+22.0% | Added |
| Harbor Capital Advisors, Inc. | 1,220 | $130.0K | 0.01% | −21−1.7% | Reduced |
| Raiffeisen Bank International AG | 1,270 | $136.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,308 | $140.7K | 0.01% | +166+14.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,432 | $152.7K | 0.02% | +1,432 | New |
| Nomura Asset Management Co Ltd | 1,450 | $154.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,495 | $159.4K | 0.00% | +184+14.0% | Added |
| Hamilton Capital Partners Inc. | 1,536 | $163.8K | 0.01% | −2,164−58.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,616 | $172.3K | 0.00% | −37−2.2% | Reduced |
| Group One Trading, L.P. | 1,640 | $174.9K | 0.01% | +1,501+1,079.9% | Added |
| Geneos Wealth Management Inc. | 1,774 | $189.2K | 0.00% | +9+0.5% | Added |
| Saxony Capital Management, LLC | 1,930 | $205.8K | 0.13% | +1,930 | New |
| Tower Research Capital LLC (TRC) | 1,968 | $209.9K | 0.01% | −2,635−57.2% | Reduced |
| Meridian Wealth Management, LLC | 1,975 | $210.6K | 0.01% | +1,975 | New |
| CIBC Private Wealth Group, LLC | 1,980 | $211.2K | 0.00% | +15+0.8% | Added |
| Brucke Financial, Inc. | 1,982 | $211.4K | 0.12% | +1,982 | New |
| HB Wealth Management, LLC | 1,987 | $211.9K | 0.00% | +1,987 | New |
| Concorde Asset Management, LLC | 2,000 | $213.3K | 0.09% | −100−4.8% | Reduced |
| Oppenheimer Asset Management Inc. | 2,022 | $215.6K | 0.00% | +2,022 | New |
| Busey Wealth Management | 2,033 | $216.8K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,034 | $216.9K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 1,806 | $220.7K | 0.08% | +1,806 | New |
| Valmark Advisers, Inc. | 2,090 | $222.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,116 | $226.0K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,125 | $226.6K | 0.01% | +28+1.3% | Added |
| Jones Financial Companies LLLP | 2,127 | $226.9K | 0.00% | −53−2.4% | Reduced |
| Independent Financial Group, LLC | 2,164 | $230.8K | 0.01% | +2,164 | New |
| DGS Capital Management, LLC | 2,171 | $231.5K | 0.04% | +176+8.8% | Added |
| Facet Wealth, Inc. | 2,000 | $232.0K | 0.00% | +2,000 | New |
| Panagora Asset Management Inc | 2,179 | $232.4K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,197 | $234.3K | 0.04% | +2,197 | New |
| Shelton Capital Management | 2,273 | $242.4K | 0.00% | −323−12.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,279 | $243.1K | 0.01% | +5+0.2% | Added |
| Ausdal Financial Partners, Inc. | 2,285 | $243.7K | 0.01% | −33−1.4% | Reduced |
| IFP Advisors, Inc | 2,292 | $244.4K | 0.01% | +283+14.1% | Added |
| EMC Capital Management | 2,294 | $245.0K | 0.11% | −405−15.0% | Reduced |
| Daiwa Securities Group Inc. | 2,300 | $245.0K | 0.00% | +2,300 | New |
| Wetzel Investment Advisors, Inc. | 2,300 | $245.3K | 0.10% | +100+4.5% | Added |
| Empowered Funds, LLC | 2,302 | $245.5K | 0.00% | +10+0.4% | Added |
| BKD Wealth Advisors, LLC | 2,328 | $248.3K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,345 | $250.1K | 0.07% | +2,345 | New |
| Aigen Investment Management, LP | 2,353 | $250.9K | 0.06% | −4,256−64.4% | Reduced |
| Seeds Investor LLC | 2,373 | $253.1K | 0.05% | +102+4.5% | Added |
| Glenmede Trust Co NA | 2,443 | $260.5K | 0.00% | +2,443 | New |
| BayBridge Capital Group, LLC | 2,465 | $262.9K | 0.16% | −22−0.9% | Reduced |
| GWN Securities Inc. | 2,492 | $265.9K | 0.05% | +8+0.3% | Added |
| Evelyn Partners Investment Management LLP | 2,518 | $268.5K | 0.01% | −271−9.7% | Reduced |
| Snowden Capital Advisors LLC | 2,540 | $271.0K | 0.01% | +2,540 | New |
| Great Lakes Advisors, LLC | 2,547 | $271.6K | 0.00% | −28−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,551 | $272.1K | 0.01% | −10.0% | Reduced |
| Paragon Capital Management Ltd | 2,554 | $272.4K | 0.05% | +19+0.7% | Added |
| Private Trust Co NA | 2,560 | $273.0K | 0.02% | −155−5.7% | Reduced |
| R Squared Ltd | 2,619 | $279.3K | 0.13% | +2,619 | New |
| RSM US Wealth Management LLC | 2,633 | $283.2K | 0.00% | −46−1.7% | Reduced |
| FJ Capital Management LLC | 2,737 | $291.9K | 0.03% | −209−7.1% | Reduced |
| Brookstone Capital Management | 2,782 | $296.7K | 0.00% | +228+8.9% | Added |
| Counterpoint Mutual Funds LLC | 2,793 | $297.9K | 0.02% | −636−18.5% | Reduced |
| Forum Financial Management, LP | 2,817 | $300.4K | 0.00% | 00.0% | Unchanged |
| Adams Wealth Management | 2,805 | $301.2K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 2,805 | $301.2K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,828 | $301.6K | 0.00% | +2,828 | New |
| Innealta Capital, LLC | 2,832 | $302.0K | 0.16% | −953−25.2% | Reduced |
| GAMMA Investing LLC | 2,843 | $303.2K | 0.02% | +321+12.7% | Added |
| Crossmark Global Holdings, Inc. | 2,890 | $308.2K | 0.00% | −701−19.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,920 | $311.4K | 0.00% | −1,439−33.0% | Reduced |
| State of Wyoming | 2,934 | $312.9K | 0.03% | +847+40.6% | Added |
| Journey Strategic Wealth LLC | 2,996 | $319.5K | 0.01% | +111+3.8% | Added |
| PFG Investments, LLC | 3,071 | $327.5K | 0.02% | −67−2.1% | Reduced |
| AE Wealth Management LLC | 3,149 | $335.9K | 0.00% | +645+25.8% | Added |
| Sage Rhino Capital LLC | 3,166 | $337.7K | 0.06% | +10+0.3% | Added |
| Highland Capital Management, LLC | 3,186 | $339.8K | 0.02% | −146−4.4% | Reduced |
| EP Wealth Advisors, LLC | 3,232 | $344.7K | 0.00% | +3,232 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $344.9K | 0.10% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 3,245 | $346.1K | 0.14% | −813−20.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,260 | $347.7K | 0.01% | 00.0% | Unchanged |
| Guilbault Capital LLC | 3,260 | $347.7K | 0.39% | +3,260 | New |
| Numerai GP LLC | 3,261 | $347.8K | 0.04% | −7,643−70.1% | Reduced |
| Equitable Holdings, Inc. | 3,309 | $352.9K | 0.00% | +3,309 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 3,326 | $354.7K | 0.00% | +3,326 | New |
| Swiss Life Asset Management Ltd | 3,329 | $355.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,414 | $364.1K | 0.01% | +957+38.9% | Added |
| Truist Financial Corp | 3,460 | $369.0K | 0.00% | −24−0.7% | Reduced |
| Silver Oak Securities, Inc | 3,452 | $371.3K | 0.03% | +18+0.5% | Added |