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 |
|---|---|---|---|---|---|
| HRT Financial LP | 45,208 | $4.78M | 0.01% | −131,957−74.5% | Reduced |
| Vanguard Global Advisers, LLC | 45,442 | $4.80M | 0.00% | +45,442 | New |
| Poehling Capital Management, LLC | 46,610 | $4.93M | 1.04% | −694−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,328 | $5.11M | 0.03% | +3,700+8.3% | Added |
| Kera Capital Partners, Inc. | 49,011 | $5.18M | 0.64% | +440+0.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 50,000 | $5.29M | 1.69% | +50,000 | New |
| XTX Topco Ltd | 50,172 | $5.30M | 0.09% | +9,741+24.1% | Added |
| Advisor Group Holdings, Inc. | 50,640 | $5.36M | 0.01% | −4,495−8.2% | Reduced |
| Lazard Asset Management LLC | 53,153 | $5.62M | 0.01% | −96,290−64.4% | Reduced |
| RWC Asset Management LLP | 53,221 | $5.63M | 0.23% | +3,184+6.4% | Added |
| CSM Advisors, LLC | 54,423 | $5.75M | 0.14% | −15,200−21.8% | Reduced |
| Janney Montgomery Scott LLC | 54,910 | $5.80M | 0.01% | −2,707−4.7% | Reduced |
| UBS Group AG | 55,051 | $5.82M | 0.00% | −64,777−54.1% | Reduced |
| Huntleigh Advisors, Inc. | 57,638 | $6.09M | 1.04% | +3,377+6.2% | Added |
| Caxton Associates LLP | 57,713 | $6.10M | 0.14% | −2,613−4.3% | Reduced |
| Segall Bryant & Hamill, LLC | 57,752 | $6.11M | 0.09% | −2,338−3.9% | Reduced |
| Deutsche Bank AG | 58,562 | $6.19M | 0.00% | +1,763+3.1% | Added |
| Caisse de Depot Et Placement du Quebec | 60,150 | $6.36M | 0.01% | +34,416+133.7% | Added |
| Wesleyan Assurance Society | 61,700 | $6.52M | 0.39% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 61,769 | $6.53M | 0.06% | −33,555−35.2% | Reduced |
| Martingale Asset Management L P | 62,056 | $6.56M | 0.16% | +7,227+13.2% | Added |
| Vanguard Asset Management, Ltd | 62,154 | $6.57M | 0.01% | +62,154 | New |
| Cambridge Investment Research Advisors, Inc. | 63,280 | $6.69M | 0.02% | −2,549−3.9% | Reduced |
| South Dakota Investment Council | 64,246 | $6.79M | 0.13% | −13,776−17.7% | Reduced |
| Beacon Pointe Advisors, LLC | 64,380 | $6.81M | 0.04% | +4,906+8.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 67,699 | $7.16M | 0.01% | −48,757−41.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 67,793 | $7.17M | 0.01% | +35,603+110.6% | Added |
| Thrivent Financial for Lutherans | 68,794 | $7.27M | 0.01% | +7,776+12.7% | Added |
| Point72 Asset Management, L.P. | 70,145 | $7.42M | 0.01% | −255,363−78.5% | Reduced |
| Price T Rowe Associates Inc | 72,178 | $7.63M | 0.00% | +8,615+13.6% | Added |
| Robeco Institutional Asset Management B.V. | 76,417 | $8.08M | 0.01% | −1,563−2.0% | Reduced |
| Hillsdale Investment Management Inc. | 77,480 | $8.19M | 0.22% | +3,000+4.0% | Added |
| Commonwealth Equity Services, LLC | 78,102 | $8.26M | 0.01% | −3,483−4.3% | Reduced |
| Miller Value Partners, LLC | 80,680 | $8.53M | 2.23% | −5,470−6.3% | Reduced |
| California State Teachers Retirement System | 80,710 | $8.53M | 0.01% | +14,777+22.4% | Added |
| Cetera Investment Advisers | 82,420 | $8.71M | 0.01% | −2,903−3.4% | Reduced |
| Squarepoint Ops LLC | 84,824 | $8.97M | 0.02% | +16,391+24.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,648 | $9.16M | 0.02% | −25,849−23.0% | Reduced |
| Bridgewater Associates, LP | 88,038 | $9.31M | 0.04% | −23,704−21.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 89,324 | $9.36M | 0.02% | −34,760−28.0% | Reduced |
| Jane Street Group, LLC | 90,052 | $9.52M | 0.01% | −287,899−76.2% | Reduced |
| D. E. Shaw & Co., Inc. | 91,056 | $9.63M | 0.01% | −36,383−28.5% | Reduced |
| Cambria Investment Management, L.P. | 92,672 | $9.80M | 0.55% | +4,347+4.9% | Added |
| Bessemer Group Inc | 97,010 | $10.3M | 0.02% | +16,849+21.0% | Added |
| Freestone Grove Partners LP | 99,732 | $10.5M | 0.08% | +99,732 | New |
| Gillson Capital LP | 100,900 | $10.7M | 0.87% | +100,900 | New |
| Renaissance Technologies LLC | 102,500 | $10.8M | 0.02% | +102,500 | New |
| Edgestream Partners, L.P. | 103,446 | $10.9M | 0.36% | +15,873+18.1% | Added |
| Barclays PLC | 103,978 | $11.0M | 0.00% | −12,207−10.5% | Reduced |
| Gator Capital Management, LLC | 105,965 | $11.2M | 2.39% | +2,985+2.9% | Added |
| Assetmark, Inc | 106,942 | $11.3M | 0.02% | +6,634+6.6% | Added |
| DekaBank Deutsche Girozentrale | 107,791 | $11.4M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 108,548 | $11.5M | 0.00% | +8,639+8.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 114,243 | $12.1M | 0.18% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 128,664 | $13.6M | 0.03% | +10,923+9.3% | Added |
| Swiss National Bank | 134,500 | $14.2M | 0.01% | −2,900−2.1% | Reduced |
| California Public Employees Retirement System | 137,390 | $14.5M | 0.01% | +5,814+4.4% | Added |
| Alliancebernstein L.P. | 136,260 | $14.5M | 0.00% | −2,025−1.5% | Reduced |
| Royal Bank of Canada | 150,840 | $15.9M | 0.00% | +1,413+0.9% | Added |
| Balyasny Asset Management LLC | 152,760 | $16.1M | 0.03% | +152,760 | New |
| Colony Group, LLC | 159,100 | $16.8M | 0.02% | +213+0.1% | Added |
| Legal & General Group Plc | 163,462 | $17.3M | 0.00% | −13,465−7.6% | Reduced |
| Prudential Financial Inc | 163,566 | $17.3M | 0.02% | +27,475+20.2% | Added |
| UBS Asset Management Americas Inc | 168,140 | $17.8M | 0.00% | +103+0.1% | Added |
| Ameriprise Financial Inc | 174,070 | $18.4M | 0.00% | −8,131−4.5% | Reduced |
| Citigroup Inc | 175,731 | $18.6M | 0.01% | −3,878−2.2% | Reduced |
| Candriam Luxembourg S.C.A. | 177,950 | $18.8M | 0.10% | +42,607+31.5% | Added |
| Kennedy Capital Management, Inc. | 189,535 | $20.0M | 0.42% | +10,145+5.7% | Added |
| Wells Fargo & Company | 193,066 | $20.4M | 0.00% | −34,916−15.3% | Reduced |
| Two Sigma Investments, LP | 196,940 | $20.8M | 0.02% | −153,907−43.9% | Reduced |
| Ibex Wealth Advisors | 199,723 | $21.1M | 1.97% | +3,587+1.8% | Added |
| Amundi | 202,148 | $21.4M | 0.01% | −40,289−16.6% | Reduced |
| LPL Financial LLC | 202,494 | $21.4M | 0.01% | −17,246−7.8% | Reduced |
| Algert Global LLC | 203,237 | $21.5M | 0.32% | −73,557−26.6% | Reduced |
| Tudor Investment Corp Et Al | 207,611 | $21.9M | 0.12% | −152,645−42.4% | Reduced |
| Easterly Investment Partners LLC | 209,364 | $22.1M | 1.69% | −5,214−2.4% | Reduced |
| Rhumbline Advisers | 209,167 | $22.1M | 0.02% | +5,402+2.7% | Added |
| Allianz Asset Management GmbH | 216,434 | $22.9M | 0.03% | −65,486−23.2% | Reduced |
| Russell Investments Group, Ltd. | 224,911 | $23.5M | 0.03% | −23,883−9.6% | Reduced |
| First Trust Advisors LP | 225,250 | $23.8M | 0.02% | +53,603+31.2% | Added |
| Four Tree Island Advisory LLC | 231,842 | $24.5M | 12.37% | +5,735+2.5% | Added |
| SEI Investments Co | 252,839 | $26.7M | 0.02% | +12,863+5.4% | Added |
| Raymond James Financial Inc | 266,899 | $28.2M | 0.01% | −7,322−2.7% | Reduced |
| Schroder Investment Management Group | 289,272 | $29.8M | 0.02% | +186,679+182.0% | Added |
| Wedge Capital Management L L P | 291,691 | $30.8M | 0.57% | −19,184−6.2% | Reduced |
| Public Sector Pension Investment Board | 297,852 | $31.5M | 0.10% | +28,965+10.8% | Added |
| AQR Capital Management LLC | 306,770 | $32.4M | 0.01% | +18,334+6.4% | Added |
| Invesco Ltd. | 323,852 | $34.2M | 0.00% | +37,187+13.0% | Added |
| Bank of America Corp | 325,222 | $34.4M | 0.00% | +48,399+17.5% | Added |
| Principal Financial Group Inc | 344,040 | $36.4M | 0.02% | +20,035+6.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 355,485 | $37.6M | 0.06% | −26,596−7.0% | Reduced |
| Qube Research & Technologies Ltd | 379,031 | $40.1M | 0.06% | +162,193+74.8% | Added |
| Nuveen, LLC | 432,298 | $45.7M | 0.01% | −9,018−2.0% | Reduced |
| Vanguard Fiduciary Trust Co | 456,482 | $48.3M | 0.01% | +456,482 | New |
| Jacobs Levy Equity Management, Inc | 472,005 | $49.9M | 0.21% | −105,360−18.2% | Reduced |
| JPMorgan Chase & Co | 490,277 | $50.5M | 0.00% | +84,261+20.8% | Added |
| Janus Henderson Group PLC | 484,713 | $51.3M | 0.02% | +116,436+31.6% | Added |
| Victory Capital Management Inc | 666,542 | $70.5M | 0.05% | +69,512+11.6% | Added |
| Arrowstreet Capital, Limited Partnership | 819,848 | $86.7M | 0.05% | −165,725−16.8% | Reduced |
| Northern Trust Corp | 865,308 | $91.5M | 0.01% | +7,813+0.9% | Added |