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, Q1 2026
Institutional positions in Jackson Financial Inc. as of Mar 31, 2026. 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
- 517
- +10 vs. Q4 2025
- Shares held
- 62.5M
- +13.0M (+26.3%) vs. Q4 2025
- Total value
- $6.62B
- +$1.34B (+25.4%) vs. Q4 2025
- New holders
- 65
- 188 more added
- Sold out
- 55
- 187 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 665 | $70.3K | 0.00% | −34−4.9% | Reduced |
| Spire Wealth Management | 700 | $74.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 796 | $84.2K | 0.01% | +590+286.4% | Added |
| Essential Partners LLC | 815 | $86.2K | 0.03% | −70−7.9% | Reduced |
| Pacer Advisors, Inc. | 853 | $90.0K | 0.00% | +315+58.6% | Added |
| Covestor Ltd | 909 | $96.0K | 0.07% | +117+14.8% | Added |
| Steward Partners Investment Advisory, LLC | 935 | $98.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 950 | $100.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,039 | $109.8K | 0.00% | −7−0.7% | Reduced |
| Raiffeisen Bank International AG | 1,124 | $115.8K | 0.00% | −146−11.5% | Reduced |
| Advisory Services Network, LLC | 1,111 | $117.5K | 0.00% | +1,111 | New |
| Versant Capital Management, Inc | 1,184 | $125.2K | 0.01% | +348+41.6% | Added |
| Nomura Asset Management Co Ltd | 1,210 | $127.9K | 0.00% | −240−16.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,239 | $131.0K | 0.00% | +29+2.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,257 | $132.9K | 0.00% | +241+23.7% | Added |
| Davis Capital Management | 1,260 | $133.2K | 0.09% | +1,260 | New |
| Hantz Financial Services, Inc. | 1,275 | $135.0K | 0.00% | +511+66.9% | Added |
| Rockefeller Capital Management L.P. | 1,333 | $140.9K | 0.00% | +215+19.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,501 | $158.7K | 0.02% | +69+4.8% | Added |
| Hamilton Capital Partners Inc. | 1,536 | $162.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,641 | $173.5K | 0.00% | +25+1.5% | Added |
| Global Assets Advisory, LLC | 1,725 | $182.4K | 0.06% | +1,725 | New |
| Evelyn Partners Investment Management LLP | 1,780 | $188.2K | 0.01% | −738−29.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,748 | $191.0K | 0.01% | +1,630+1,381.4% | Added |
| Exchange Traded Concepts, LLC | 1,831 | $193.6K | 0.00% | −21,068−92.0% | Reduced |
| Quantbot Technologies LP | 1,867 | $197.4K | 0.01% | +1,867 | New |
| DRW Securities, LLC | 1,894 | $200.2K | 0.01% | −1,831−49.2% | Reduced |
| Geneos Wealth Management Inc. | 1,906 | $201.5K | 0.00% | +132+7.4% | Added |
| Lido Advisors, LLC | 1,907 | $201.6K | 0.00% | +1,907 | New |
| IFP Advisors, Inc | 1,915 | $202.5K | 0.00% | −377−16.4% | Reduced |
| Independent Financial Group, LLC | 1,924 | $203.4K | 0.00% | −240−11.1% | Reduced |
| Saxony Capital Management, LLC | 1,930 | $204.0K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,946 | $204.5K | 0.03% | −427−18.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,943 | $205.4K | 0.00% | −79−3.9% | Reduced |
| Private Trust Co NA | 1,972 | $208.5K | 0.02% | −588−23.0% | Reduced |
| Savvy Advisors, Inc. | 1,980 | $209.3K | 0.01% | +1,980 | New |
| DGS Capital Management, LLC | 1,983 | $209.6K | 0.03% | −188−8.7% | Reduced |
| Facet Wealth, Inc. | 2,000 | $211.4K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,024 | $214.0K | 0.01% | −10−0.5% | Reduced |
| BTG Pactual Asset Management US LLC | 2,031 | $214.7K | 0.02% | +2,031 | New |
| Busey Wealth Management | 2,033 | $214.9K | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,078 | $219.7K | 0.06% | −3,265−61.1% | Reduced |
| Valmark Advisers, Inc. | 2,093 | $221.3K | 0.00% | +3+0.1% | Added |
| Park Avenue Securities LLC | 2,110 | $223.0K | 0.00% | +2,110 | New |
| KBC Group NV | 2,116 | $224.0K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,125 | $224.7K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,126 | $224.9K | 0.02% | +1,801+554.2% | Added |
| FJ Capital Management LLC | 2,148 | $227.1K | 0.03% | −589−21.5% | Reduced |
| Arkadios Wealth Advisors | 2,155 | $227.8K | 0.00% | +2,155 | New |
| Panagora Asset Management Inc | 2,179 | $230.4K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,220 | $234.7K | 0.00% | +2,220 | New |
| Sequoia Financial Advisors, LLC | 2,258 | $238.7K | 0.00% | −1,846−45.0% | Reduced |
| Shelton Capital Management | 2,273 | $240.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,378 | $241.2K | 0.00% | +251+11.8% | Added |
| Ausdal Financial Partners, Inc. | 2,284 | $241.5K | 0.01% | −10.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,300 | $243.2K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,328 | $246.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,405 | $254.3K | 0.01% | +126+5.5% | Added |
| Ashton Thomas Private Wealth, LLC | 2,408 | $254.6K | 0.01% | +2,408 | New |
| Seven Mile Advisory | 2,444 | $258.4K | 0.19% | +2,444 | New |
| Paragon Capital Management Ltd | 2,446 | $258.7K | 0.05% | −108−4.2% | Reduced |
| BayBridge Capital Group, LLC | 2,465 | $262.9K | 0.16% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,487 | $262.9K | 0.00% | +500+25.2% | Added |
| GWN Securities Inc. | 2,503 | $264.6K | 0.05% | +11+0.4% | Added |
| Glenmede Trust Co NA | 2,504 | $264.7K | 0.00% | +61+2.5% | Added |
| Great Lakes Advisors, LLC | 2,510 | $265.4K | 0.00% | −37−1.5% | Reduced |
| Sovereign Financial Group, Inc. | 2,519 | $266.3K | 0.05% | +322+14.7% | Added |
| Lifetime Wealth Management P.C. | 2,544 | $269.0K | 0.15% | −16,456−86.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,551 | $269.8K | 0.01% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,569 | $271.6K | 0.03% | +2,569 | New |
| State of Wyoming | 2,663 | $281.5K | 0.03% | −271−9.2% | Reduced |
| Centiva Capital, LP | 2,667 | $282.0K | 0.01% | +2,667 | New |
| Polymer Capital Management (US) LLC | 2,709 | $286.4K | 0.04% | −888−24.7% | Reduced |
| RSM US Wealth Management LLC | 2,713 | $286.8K | 0.00% | +80+3.0% | Added |
| Brookstone Capital Management | 2,793 | $295.3K | 0.00% | +11+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,797 | $295.7K | 0.00% | +2,797 | New |
| Triumph Capital Management | 2,802 | $296.2K | 0.06% | −1,308−31.8% | Reduced |
| Brucke Financial, Inc. | 2,829 | $299.1K | 0.15% | +847+42.7% | Added |
| Snowden Capital Advisors LLC | 2,846 | $300.9K | 0.01% | +306+12.0% | Added |
| First Citizens Bank & Trust Co | 2,860 | $302.4K | 0.01% | +2,860 | New |
| Crossmark Global Holdings, Inc. | 2,912 | $307.9K | 0.00% | +22+0.8% | Added |
| Los Angeles Capital Management LLC | 2,916 | $308.3K | 0.00% | +2,165+288.3% | Added |
| Brighton Jones LLC | 2,942 | $311.1K | 0.01% | +2,942 | New |
| Pallas Capital Advisors LLC | 2,968 | $313.8K | 0.01% | −446−13.1% | Reduced |
| Empowered Funds, LLC | 2,968 | $313.8K | 0.00% | +666+28.9% | Added |
| Measured Wealth Private Client Group, LLC | 3,012 | $318.4K | 0.09% | +667+28.4% | Added |
| PFG Investments, LLC | 3,037 | $321.1K | 0.01% | −34−1.1% | Reduced |
| Sage Rhino Capital LLC | 3,186 | $336.8K | 0.06% | +20+0.6% | Added |
| TCFG Wealth Management, LLC | 3,219 | $340.3K | 0.13% | −26−0.8% | Reduced |
| TCFG Investment Advisors, LLC | 3,219 | $340.3K | 0.13% | +3,219 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $341.9K | 0.10% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,260 | $344.6K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 3,286 | $347.4K | 0.01% | +3,286 | New |
| GAMMA Investing LLC | 3,311 | $350.0K | 0.02% | +468+16.5% | Added |
| Buckingham Strategic Partners | 3,322 | $351.2K | 0.00% | −442−11.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 3,326 | $351.6K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 3,366 | $355.9K | 0.00% | +3,366 | New |
| Captrust Financial Advisors | 3,368 | $355.9K | 0.00% | +540+19.1% | Added |
| Silver Oak Securities, Inc | 3,401 | $359.6K | 0.03% | −51−1.5% | Reduced |
| Kestra Investment Management, LLC | 3,405 | $360.0K | 0.01% | −511−13.0% | Reduced |