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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 910,853 | $96.3M | 0.02% | +24,747+2.8% | Added |
| Morgan Stanley | 1,017,749 | $107.6M | 0.01% | −178,656−14.9% | Reduced |
| LSV Asset Management | 1,059,841 | $112.0M | 0.24% | +162,902+18.2% | Added |
| Charles Schwab Investment Management Inc | 1,065,201 | $112.6M | 0.02% | +21,614+2.1% | Added |
| Federated Hermes, Inc. | 1,085,917 | $114.8M | 0.19% | +104,871+10.7% | Added |
| Acadian Asset Management LLC | 1,335,793 | $141.2M | 0.20% | −162,032−10.8% | Reduced |
| HSBC Holdings PLC | 1,485,806 | $156.5M | 0.09% | −65,136−4.2% | Reduced |
| American Century Companies Inc | 1,526,708 | $161.4M | 0.08% | +10,476+0.7% | Added |
| Goldman Sachs Group Inc | 1,624,910 | $171.8M | 0.02% | +142,988+9.6% | Added |
| Donald Smith & Co., Inc. | 1,892,397 | $200.1M | 3.60% | −62,003−3.2% | Reduced |
| Geode Capital Management, LLC | 2,181,568 | $239.4M | 0.01% | +461,274+26.8% | Added |
| State Street Corp | 2,931,361 | $309.9M | 0.01% | +21,018+0.7% | Added |
| Vanguard Capital Management LLC | 3,154,213 | $333.5M | 0.01% | +3,154,213 | New |
| Dimensional Fund Advisors LP | 4,060,350 | $429.2M | 0.09% | +18,740+0.5% | Added |
| TPG GP A, LLC | 4,715,554 | $498.5M | 13.55% | +4,715,554 | New |
| Vanguard Portfolio Management LLC | 5,463,744 | $577.6M | 0.03% | +5,463,744 | New |
| BlackRock, Inc. | 6,900,728 | $729.5M | 0.01% | +249,399+3.7% | Added |
| Maniro Ltd | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −167,800−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −91,641−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −73,900−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −28,643−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −24,094−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,496−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,079−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −15,127−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,385−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,830−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −7,887−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,396−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −6,881−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −6,812−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,548−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −5,176−100.0% | Sold out |
| Advisortrust Partners, LLC | 0 | $0 | 0.00% | −3,671−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,817−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Key Capital Management, INC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Capitolis Liquid Global Markets LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |