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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 3,512 | $375.0K | 0.01% | +2,490+243.6% | Added |
| Vestcor Inc | 3,527 | $376.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 3,544 | $378.0K | 0.02% | −3,674−50.9% | Reduced |
| Concurrent Investment Advisors, LLC | 3,549 | $378.5K | 0.00% | +1,058+42.5% | Added |
| Nisa Investment Advisors, LLC | 3,585 | $382.3K | 0.00% | −18−0.5% | Reduced |
| Gotham Asset Management, LLC | 3,596 | $383.5K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 3,597 | $383.6K | 0.05% | −132−3.5% | Reduced |
| Abel Hall, LLC | 3,632 | $387.4K | 0.09% | +3,632 | New |
| Advisortrust Partners, LLC | 3,671 | $391.5K | 0.17% | +3,671 | New |
| Skopos Labs, Inc. | 3,663 | $394.4K | 0.02% | +3,663 | New |
| Savant Capital, LLC | 3,701 | $394.7K | 0.00% | +902+32.2% | Added |
| DRW Securities, LLC | 3,725 | $397.3K | 0.03% | −1,988−34.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,733 | $398.1K | 0.00% | −94−2.5% | Reduced |
| Buckingham Strategic Partners | 3,764 | $401.4K | 0.00% | +669+21.6% | Added |
| Focus Financial Network, Inc. | 3,798 | $405.1K | 0.01% | +3+0.1% | Added |
| Vident Advisory, LLC | 3,875 | $413.3K | 0.00% | −376−8.8% | Reduced |
| Kestra Investment Management, LLC | 3,916 | $417.6K | 0.01% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 4,050 | $431.9K | 0.24% | −102−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,104 | $437.7K | 0.00% | +1,810+78.9% | Added |
| Triumph Capital Management | 4,110 | $438.3K | 0.09% | +107+2.7% | Added |
| Ethic Inc. | 4,132 | $440.6K | 0.01% | −107−2.5% | Reduced |
| Toroso Investments, LLC | 4,155 | $443.1K | 0.00% | +325+8.5% | Added |
| Abacus Wealth Partners, LLC | 4,168 | $444.5K | 0.04% | +4,168 | New |
| CIBC World Markets Corp | 4,585 | $489.0K | 0.00% | +4,585 | New |
| Integrated Wealth Concepts LLC | 4,591 | $489.6K | 0.01% | −242−5.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,748 | $506.4K | 0.06% | −133−2.7% | Reduced |
| HighTower Advisors, LLC | 4,897 | $522.2K | 0.00% | +172+3.6% | Added |
| Ensign Peak Advisors, Inc | 4,971 | $530.2K | 0.00% | −11,230−69.3% | Reduced |
| Farther Finance Advisors, LLC | 4,988 | $532.0K | 0.01% | −368−6.9% | Reduced |
| Merit Financial Group, LLC | 5,131 | $547.3K | 0.00% | +734+16.7% | Added |
| Tactive Advisors, LLC | 5,150 | $549.2K | 0.16% | −350−6.4% | Reduced |
| Kames Capital plc | 5,176 | $551.9K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,270 | $562.0K | 0.03% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 5,343 | $569.8K | 0.10% | +5,343 | New |
| Leonteq Securities AG | 5,373 | $573.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,404 | $576.4K | 0.20% | +34+0.6% | Added |
| Prelude Capital Management, LLC | 5,436 | $579.7K | 0.04% | +5,436 | New |
| Federation des caisses Desjardins du Quebec | 5,457 | $582.0K | 0.00% | +720+15.2% | Added |
| Bailard, Inc. | 5,477 | $584.1K | 0.01% | +5,477 | New |
| State Board of Administration of Florida Retirement System | 5,495 | $586.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5,535 | $590.3K | 0.01% | −30−0.5% | Reduced |
| Entropy Technologies, LP | 5,548 | $591.7K | 0.03% | −7,495−57.5% | Reduced |
| Bannerstone Capital Management, LLC | 5,684 | $606.2K | 0.58% | +5,684 | New |
| Ameritas Investment Partners, Inc. | 5,722 | $610.3K | 0.02% | −271−4.5% | Reduced |
| Bank of Montreal | 5,767 | $615.1K | 0.00% | −562−8.9% | Reduced |
| Verition Fund Management LLC | 5,800 | $618.6K | 0.00% | −10,937−65.3% | Reduced |
| Xponance, Inc. | 5,980 | $637.8K | 0.00% | −170−2.8% | Reduced |
| FORA Capital, LLC | 6,141 | $654.9K | 0.08% | +3,147+105.1% | Added |
| Ariadne Wealth Management, LP | 5,911 | $662.7K | 0.27% | +376+6.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,219 | $663.3K | 0.00% | −1,611−20.6% | Reduced |
| GWM Advisors LLC | 6,223 | $663.7K | 0.00% | +3,309+113.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,229 | $664.3K | 0.00% | +3,878+165.0% | Added |
| New York Life Investment Management LLC | 6,407 | $683.3K | 0.01% | −770−10.7% | Reduced |
| Meeder Asset Management Inc | 6,452 | $688.1K | 0.04% | +6,452 | New |
| LVZ Advisors, Inc. | 6,566 | $700.3K | 0.08% | +609+10.2% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $708.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,677 | $712.1K | 0.02% | −7,404−52.6% | Reduced |
| Legato Capital Management LLC | 6,812 | $726.5K | 0.06% | +6,812 | New |
| Level Four Advisory Services, LLC | 6,814 | $726.8K | 0.02% | −155−2.2% | Reduced |
| Guggenheim Capital LLC | 6,830 | $728.4K | 0.01% | +4,299+169.9% | Added |
| Baird Financial Group, Inc. | 6,871 | $732.8K | 0.00% | −795−10.4% | Reduced |
| Colonial River Wealth Management, LLC | 6,881 | $733.9K | 0.26% | −1,915−21.8% | Reduced |
| Axxcess Wealth Management, LLC | 6,881 | $733.9K | 0.01% | −1,915−21.8% | Reduced |
| CIBC Asset Management Inc | 6,946 | $740.8K | 0.00% | +113+1.7% | Added |
| Vise Technologies, Inc. | 7,051 | $752.0K | 0.01% | +2,647+60.1% | Added |
| Neuberger Berman Group LLC | 7,174 | $765.1K | 0.00% | +605+9.2% | Added |
| Evolve Private Wealth, LLC | 7,292 | $777.7K | 0.05% | +7,292 | New |
| Regal Investment Advisors LLC | 7,342 | $783.1K | 0.05% | −1,658−18.4% | Reduced |
| Axq Capital, LP | 7,396 | $788.8K | 0.18% | +3,218+77.0% | Added |
| STRS Ohio | 7,400 | $789.2K | 0.00% | −400−5.1% | Reduced |
| Mutual of America Capital Management LLC | 7,769 | $828.6K | 0.01% | −33−0.4% | Reduced |
| CV Advisors LLC | 7,800 | $831.9K | 0.21% | 00.0% | Unchanged |
| Invst, LLC | 7,887 | $841.1K | 0.09% | −403−4.9% | Reduced |
| Benjamin Edwards Inc | 8,159 | $870.1K | 0.01% | −34−0.4% | Reduced |
| Picton Mahoney Asset Management | 8,274 | $882.4K | 0.01% | −855−9.4% | Reduced |
| Evergreen Wealth Management, LLC | 8,298 | $885.0K | 0.45% | 00.0% | Unchanged |
| Royce & Associates LP | 8,490 | $905.5K | 0.01% | −1,368−13.9% | Reduced |
| NewSquare Capital LLC | 8,646 | $922.1K | 0.08% | −1,656−16.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,776 | $935.9K | 0.03% | +612+7.5% | Added |
| Vestmark Advisory Solutions, Inc. | 9,396 | $1.00M | 0.01% | +9,396 | New |
| MorganRosel Wealth Management, LLC | 9,435 | $1.01M | 0.25% | +3,067+48.2% | Added |
| Profund Advisors LLC | 9,506 | $1.01M | 0.03% | +5,310+126.5% | Added |
| Steadtrust LLC | 9,630 | $1.03M | 0.63% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,945 | $1.06M | 0.02% | −68−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 9,958 | $1.06M | 0.02% | +9,958 | New |
| Atria Investments LLC | 10,107 | $1.08M | 0.01% | +761+8.1% | Added |
| Centaurus Financial, Inc. | 10,340 | $1.10M | 0.05% | −4,440−30.0% | Reduced |
| Pictet Asset Management Holding SA | 10,357 | $1.10M | 0.00% | +533+5.4% | Added |
| Campbell & CO Investment Adviser LLC | 10,366 | $1.11M | 0.05% | +5,061+95.4% | Added |
| Prospera Financial Services Inc | 10,369 | $1.11M | 0.02% | −398−3.7% | Reduced |
| JustInvest LLC | 10,397 | $1.11M | 0.01% | −161−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 10,485 | $1.12M | 0.01% | +296+2.9% | Added |
| Brevan Howard Capital Management LP | 10,639 | $1.13M | 0.02% | −19,118−64.2% | Reduced |
| Jump Financial, LLC | 10,665 | $1.14M | 0.01% | +7,109+199.9% | Added |
| Erste Asset Management GmbH | 10,600 | $1.14M | 0.01% | −800−7.0% | Reduced |
| MML Investors Services, LLC | 11,107 | $1.18M | 0.00% | +519+4.9% | Added |
| Pathstone Holdings, LLC | 11,164 | $1.19M | 0.00% | +1,823+19.5% | Added |
| Creative Planning | 11,461 | $1.22M | 0.00% | +2,384+26.3% | Added |
| FMR LLC | 11,680 | $1.25M | 0.00% | +2,797+31.5% | Added |
| ARGA Investment Management, LP | 11,788 | $1.26M | 0.03% | 00.0% | Unchanged |