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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 3,436 | $363.3K | 0.00% | +204+6.3% | Added |
| Inceptionr LLC | 3,493 | $369.3K | 0.09% | +3,493 | New |
| CWM Advisors, LLC | 3,505 | $370.5K | 0.02% | +3,005+601.0% | Added |
| Virtu Financial LLC | 3,525 | $373.0K | 0.02% | +3,525 | New |
| Close Asset Management Ltd | 3,585 | $379.0K | 0.01% | +73+2.1% | Added |
| Truist Financial Corp | 3,586 | $379.1K | 0.00% | +126+3.6% | Added |
| Abel Hall, LLC | 3,590 | $379.5K | 0.08% | −42−1.2% | Reduced |
| Gotham Asset Management, LLC | 3,594 | $380.0K | 0.00% | −2−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,623 | $383.0K | 0.00% | +38+1.1% | Added |
| Equitable Holdings, Inc. | 3,648 | $389.1K | 0.00% | +339+10.2% | Added |
| AE Wealth Management LLC | 3,728 | $394.2K | 0.00% | +579+18.4% | Added |
| Focus Financial Network, Inc. | 3,802 | $402.0K | 0.01% | +4+0.1% | Added |
| Sanchez Gaunt Capital Management, LLC | 3,822 | $404.1K | 0.25% | +3,822 | New |
| Guilbault Capital LLC | 3,845 | $406.5K | 0.45% | +585+17.9% | Added |
| Resonant Capital Advisors, LLC | 3,847 | $406.7K | 0.02% | +3,847 | New |
| Journey Strategic Wealth LLC | 3,866 | $408.7K | 0.01% | +870+29.0% | Added |
| Quartz Partners, LLC | 3,866 | $408.7K | 0.16% | +3,866 | New |
| nVerses Capital, LLC | 3,876 | $409.8K | 0.37% | +3,876 | New |
| The PNC Financial Services Group, Inc. | 3,929 | $415.4K | 0.00% | +196+5.3% | Added |
| Abacus Wealth Partners, LLC | 3,945 | $417.1K | 0.04% | −223−5.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,050 | $428.2K | 0.23% | 00.0% | Unchanged |
| Ethic Inc. | 4,096 | $433.1K | 0.01% | −36−0.9% | Reduced |
| Everence Capital Management Inc | 4,108 | $434.0K | 0.03% | −1,162−22.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,139 | $437.6K | 0.01% | +2,171+110.3% | Added |
| Federation des caisses Desjardins du Quebec | 4,153 | $439.0K | 0.00% | −1,304−23.9% | Reduced |
| Vident Advisory, LLC | 4,201 | $444.1K | 0.00% | +326+8.4% | Added |
| Bokf, NA | 4,213 | $445.4K | 0.01% | −1,322−23.9% | Reduced |
| Skopos Labs, Inc. | 4,225 | $446.7K | 0.01% | +562+15.3% | Added |
| CenterBook Partners LP | 4,283 | $452.8K | 0.02% | −18,801−81.4% | Reduced |
| Swiss Life Asset Management Ltd | 4,346 | $459.5K | 0.00% | +1,017+30.5% | Added |
| Highland Capital Management, LLC | 4,492 | $474.9K | 0.03% | +1,306+41.0% | Added |
| Farther Finance Advisors, LLC | 4,625 | $484.9K | 0.00% | −363−7.3% | Reduced |
| Savant Capital, LLC | 4,683 | $495.1K | 0.00% | +982+26.5% | Added |
| Profund Advisors LLC | 4,740 | $501.1K | 0.02% | −4,766−50.1% | Reduced |
| Tactive Advisors, LLC | 4,800 | $507.5K | 0.14% | −350−6.8% | Reduced |
| Leonteq Securities AG | 5,000 | $528.6K | 0.03% | −373−6.9% | Reduced |
| Guggenheim Capital LLC | 5,046 | $533.5K | 0.00% | −1,784−26.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,188 | $548.5K | 0.00% | +597+13.0% | Added |
| Millennium Management LLC | 5,197 | $549.4K | 0.00% | −134,150−96.3% | Reduced |
| Prelude Capital Management, LLC | 5,376 | $568.4K | 0.04% | −60−1.1% | Reduced |
| Merit Financial Group, LLC | 5,392 | $570.1K | 0.00% | +261+5.1% | Added |
| CIBC Bancorp USA Inc. | 5,400 | $570.9K | 0.00% | +5,400 | New |
| Assenagon Asset Management S.A. | 5,493 | $580.7K | 0.00% | −7,619−58.1% | Reduced |
| State Board of Administration of Florida Retirement System | 5,495 | $580.9K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,517 | $583.3K | 0.00% | +1,362+32.8% | Added |
| Ameritas Investment Partners, Inc. | 5,534 | $585.1K | 0.02% | −188−3.3% | Reduced |
| Samalin Investment Counsel, LLC | 5,694 | $602.0K | 0.21% | +290+5.4% | Added |
| Engineers Gate Manager LP | 5,718 | $604.5K | 0.01% | −61,584−91.5% | Reduced |
| ARGA Investment Management, LP | 5,794 | $612.5K | 0.02% | −5,994−50.8% | Reduced |
| Ariadne Wealth Management, LP | 5,884 | $622.1K | 0.28% | −27−0.5% | Reduced |
| Bannerstone Capital Management, LLC | 6,017 | $636.1K | 0.66% | +333+5.9% | Added |
| Colonial River Wealth Management, LLC | 6,199 | $655.4K | 0.23% | −682−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,219 | $657.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,289 | $664.8K | 0.00% | +66+1.1% | Added |
| SG Americas Securities, LLC | 6,291 | $665.0K | 0.00% | −12,605−66.7% | Reduced |
| Public Employees Retirement Association of Colorado | 6,635 | $701.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 6,709 | $709.3K | 0.00% | −162−2.4% | Reduced |
| LVZ Advisors, Inc. | 6,727 | $711.2K | 0.08% | +161+2.5% | Added |
| Xponance, Inc. | 6,757 | $714.4K | 0.01% | +777+13.0% | Added |
| Level Four Advisory Services, LLC | 6,843 | $723.5K | 0.02% | +29+0.4% | Added |
| Bank of Montreal | 6,862 | $725.5K | 0.00% | +1,095+19.0% | Added |
| STRS Ohio | 6,900 | $729.5K | 0.00% | −500−6.8% | Reduced |
| CIBC Asset Management Inc | 6,946 | $734.3K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7,051 | $745.4K | 0.46% | −8,680−55.2% | Reduced |
| Vise Technologies, Inc. | 7,051 | $752.0K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,766 | $773.4K | 0.06% | +6,766 | New |
| Regal Investment Advisors LLC | 7,329 | $774.8K | 0.04% | −13−0.2% | Reduced |
| MorganRosel Wealth Management, LLC | 7,356 | $777.7K | 0.31% | −2,079−22.0% | Reduced |
| Graham Capital Management, L.P. | 7,384 | $780.6K | 0.03% | +707+10.6% | Added |
| CV Advisors LLC | 7,800 | $824.6K | 0.23% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,958 | $841.3K | 0.03% | −818−9.3% | Reduced |
| State of Wisconsin Investment Board | 7,990 | $844.7K | 0.00% | −8,810−52.4% | Reduced |
| Benjamin Edwards Inc | 7,999 | $845.6K | 0.01% | −160−2.0% | Reduced |
| Mutual of America Capital Management LLC | 8,104 | $856.8K | 0.01% | +335+4.3% | Added |
| Quadrature Capital Ltd | 8,151 | $861.7K | 0.01% | −4,518−35.7% | Reduced |
| Evergreen Wealth Management, LLC | 8,298 | $877.3K | 0.45% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,310 | $878.5K | 0.01% | +1,903+29.7% | Added |
| Royce & Associates LP | 8,490 | $897.6K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,898 | $940.7K | 0.01% | +5,349+150.7% | Added |
| Steadtrust LLC | 8,930 | $944.1K | 0.54% | −700−7.3% | Reduced |
| NewSquare Capital LLC | 8,944 | $945.6K | 0.08% | +298+3.4% | Added |
| Atria Investments LLC | 8,988 | $950.3K | 0.01% | −1,119−11.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,402 | $975.0K | 0.00% | −4,820−33.9% | Reduced |
| HighTower Advisors, LLC | 9,340 | $987.4K | 0.00% | +4,443+90.7% | Added |
| SEB Asset Management AB | 9,349 | $988.4K | 0.00% | +9,349 | New |
| Nomura Asset Management International Inc. | 9,400 | $994.0K | 0.00% | +9,400 | New |
| Vestcor Inc | 9,425 | $996.0K | 0.03% | +5,898+167.2% | Added |
| Advisory Research Inc | 9,608 | $1.02M | 0.12% | +9,608 | New |
| Centaurus Financial, Inc. | 9,633 | $1.02M | 0.05% | −707−6.8% | Reduced |
| MML Investors Services, LLC | 9,762 | $1.03M | 0.00% | −1,345−12.1% | Reduced |
| Kestra Private Wealth Services, LLC | 9,945 | $1.05M | 0.01% | −540−5.2% | Reduced |
| Prospera Financial Services Inc | 10,017 | $1.06M | 0.02% | −352−3.4% | Reduced |
| Erste Asset Management GmbH | 10,300 | $1.06M | 0.01% | −300−2.8% | Reduced |
| Evolve Private Wealth, LLC | 10,060 | $1.06M | 0.06% | +2,768+38.0% | Added |
| Sterling Capital Management LLC | 10,119 | $1.07M | 0.02% | −6,296−38.4% | Reduced |
| Neuberger Berman Group LLC | 10,163 | $1.07M | 0.00% | +2,989+41.7% | Added |
| Pensionmark Financial Group, LLC | 10,239 | $1.08M | 0.02% | +281+2.8% | Added |
| Private Advisor Group, LLC | 10,320 | $1.09M | 0.01% | −3,836−27.1% | Reduced |
| Maryland State Retirement & Pension System | 10,340 | $1.09M | 0.02% | +395+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,356 | $1.09M | 0.06% | −10−0.1% | Reduced |