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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 58,562 | $6.19M | 0.00% | +1,763+3.1% | Added |
| Segall Bryant & Hamill, LLC | 57,752 | $6.11M | 0.09% | −2,338−3.9% | Reduced |
| Caxton Associates LLP | 57,713 | $6.10M | 0.14% | −2,613−4.3% | Reduced |
| Huntleigh Advisors, Inc. | 57,638 | $6.09M | 1.04% | +3,377+6.2% | Added |
| UBS Group AG | 55,051 | $5.82M | 0.00% | −64,777−54.1% | Reduced |
| Janney Montgomery Scott LLC | 54,910 | $5.80M | 0.01% | −2,707−4.7% | Reduced |
| CSM Advisors, LLC | 54,423 | $5.75M | 0.14% | −15,200−21.8% | Reduced |
| RWC Asset Management LLP | 53,221 | $5.63M | 0.23% | +3,184+6.4% | Added |
| Lazard Asset Management LLC | 53,153 | $5.62M | 0.01% | −96,290−64.4% | Reduced |
| Advisor Group Holdings, Inc. | 50,640 | $5.36M | 0.01% | −4,495−8.2% | Reduced |
| XTX Topco Ltd | 50,172 | $5.30M | 0.09% | +9,741+24.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 50,000 | $5.29M | 1.69% | +50,000 | New |
| Kera Capital Partners, Inc. | 49,011 | $5.18M | 0.64% | +440+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 48,328 | $5.11M | 0.03% | +3,700+8.3% | Added |
| Poehling Capital Management, LLC | 46,610 | $4.93M | 1.04% | −694−1.5% | Reduced |
| Vanguard Global Advisers, LLC | 45,442 | $4.80M | 0.00% | +45,442 | New |
| HRT Financial LP | 45,208 | $4.78M | 0.01% | −131,957−74.5% | Reduced |
| Credit Agricole S A | 44,967 | $4.75M | 0.02% | +11,938+36.1% | Added |
| Ancora Advisors, LLC | 44,930 | $4.75M | 0.10% | −3,480−7.2% | Reduced |
| Intech Investment Management LLC | 44,604 | $4.72M | 0.05% | −10,391−18.9% | Reduced |
| New York State Teachers Retirement System | 43,798 | $4.63M | 0.01% | −8,701−16.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,914 | $4.43M | 0.01% | +14,368+52.2% | Added |
| Fifth Third Bancorp | 41,103 | $4.35M | 0.01% | +40,839+15,469.3% | Added |
| Naples Global Advisors, LLC | 39,899 | $4.22M | 0.31% | −559−1.4% | Reduced |
| Blue Water Asset Management | 37,173 | $3.93M | 1.36% | −251−0.7% | Reduced |
| LeClair Wealth Partners LLC | 37,173 | $3.93M | 1.36% | +37,173 | New |
| State of Tennessee, Treasury Department | 36,819 | $3.89M | 0.01% | −1,627−4.2% | Reduced |
| MetLife Investment Management | 36,807 | $3.89M | 0.02% | −1,400−3.7% | Reduced |
| Kestra Advisory Services, LLC | 35,593 | $3.76M | 0.01% | +8,057+29.3% | Added |
| Virginia Retirement Systems Et Al | 35,545 | $3.76M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 35,358 | $3.74M | 0.05% | −398−1.1% | Reduced |
| State of Alaska, Department of Revenue | 34,957 | $3.69M | 0.04% | +347+1.0% | Added |
| Horizon Investments, LLC | 34,941 | $3.69M | 0.04% | +10,207+41.3% | Added |
| Quantinno Capital Management LP | 34,871 | $3.69M | 0.01% | +3,751+12.1% | Added |
| Kendall Capital Management | 34,252 | $3.62M | 0.74% | −1,218−3.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 33,481 | $3.54M | 0.34% | +183+0.5% | Added |
| Citadel Advisors LLC | 32,534 | $3.44M | 0.00% | −333,211−91.1% | Reduced |
| Storebrand Asset Management AS | 32,444 | $3.43M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 32,303 | $3.42M | 0.00% | −2,104−6.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 32,138 | $3.40M | 1.27% | −3,872−10.8% | Reduced |
| Louisiana State Employees Retirement System | 31,400 | $3.32M | 0.06% | +300+1.0% | Added |
| Artemis Investment Management LLP | 31,116 | $3.29M | 0.03% | +5,834+23.1% | Added |
| Kingsview Wealth Management, LLC | 30,415 | $3.22M | 0.04% | −929−3.0% | Reduced |
| Caisse des Depots Et Consignations | 30,051 | $3.18M | 0.05% | +12,271+69.0% | Added |
| Meeder Asset Management Inc | 27,683 | $2.93M | 0.17% | +21,231+329.1% | Added |
| Envestnet Asset Management Inc | 27,540 | $2.91M | 0.00% | +7,295+36.0% | Added |
| BNP Paribas Arbitrage, SA | 26,977 | $2.85M | 0.00% | −23,848−46.9% | Reduced |
| Rathbone Brothers plc | 25,771 | $2.72M | 0.01% | −1,682−6.1% | Reduced |
| Mariner, LLC | 24,680 | $2.61M | 0.00% | +1,425+6.1% | Added |
| Susquehanna International Group, LLP | 24,256 | $2.56M | 0.00% | +7,186+42.1% | Added |
| Man Group plc | 23,628 | $2.50M | 0.01% | −77,370−76.6% | Reduced |
| State of New Jersey Common Pension Fund D | 23,585 | $2.49M | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,525 | $2.49M | 0.01% | +17,296+277.7% | Added |
| Stifel Financial Corp | 23,165 | $2.45M | 0.00% | −1,574−6.4% | Reduced |
| Ieq Capital, LLC | 22,348 | $2.36M | 0.01% | −12,758−36.3% | Reduced |
| Asset Allocation Strategies LLC | 21,835 | $2.31M | 0.41% | −422−1.9% | Reduced |
| Capital Investment Advisory Services, LLC | 21,742 | $2.30M | 0.17% | −6,499−23.0% | Reduced |
| Natixis Advisors, L.P. | 21,705 | $2.29M | 0.00% | +1,463+7.2% | Added |
| LFG Wealth Partners, LLC | 21,527 | $2.28M | 1.37% | +336+1.6% | Added |
| New York State Common Retirement Fund | 21,252 | $2.25M | 0.00% | −600−2.7% | Reduced |
| William John Sempolinski | 21,200 | $2.24M | 1.13% | 00.0% | Unchanged |
| Carson Advisory Inc. | 20,971 | $2.22M | 1.15% | −1,274−5.7% | Reduced |
| KLP Kapitalforvaltning AS | 20,900 | $2.21M | 0.01% | +400+2.0% | Added |
| Mercer Global Advisors Inc | 20,582 | $2.18M | 0.00% | +2,271+12.4% | Added |
| Yousif Capital Management, LLC | 20,537 | $2.17M | 0.03% | +626+3.1% | Added |
| Amalgamated Bank | 20,282 | $2.14M | 0.02% | +486+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,841 | $2.10M | 0.04% | −17,536−46.9% | Reduced |
| Vinva Investment Management Ltd | 13,718 | $2.06M | 0.03% | +3,186+30.3% | Added |
| Fox Run Management, L.L.C. | 19,666 | $2.03M | 0.35% | +1,285+7.0% | Added |
| Teacher Retirement System of Texas | 18,911 | $2.00M | 0.01% | −8,383−30.7% | Reduced |
| Cresset Asset Management, LLC | 18,700 | $1.98M | 0.01% | −128−0.7% | Reduced |
| Arizona State Retirement System | 18,675 | $1.97M | 0.01% | −676−3.5% | Reduced |
| Kiker Wealth Management, LLC | 18,649 | $1.97M | 0.94% | +18,649 | New |
| Jackson Creek Investment Advisors LLC | 18,487 | $1.95M | 0.58% | −538−2.8% | Reduced |
| Pinnacle Holdings, LLC | 18,285 | $1.93M | 0.63% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,200 | $1.92M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 18,114 | $1.92M | 0.02% | −490−2.6% | Reduced |
| Cerity Partners LLC | 17,559 | $1.86M | 0.00% | −60.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,513 | $1.85M | 0.01% | +686+4.1% | Added |
| Vanguard Investments Australia, Ltd. | 17,172 | $1.82M | 0.01% | +17,172 | New |
| Teachers Retirement System of the State of Kentucky | 16,991 | $1.80M | 0.01% | −425−2.4% | Reduced |
| Harmony Asset Management LLC | 16,729 | $1.77M | 0.54% | +1,391+9.1% | Added |
| Picton Mahoney Asset Management | 16,311 | $1.72M | 0.02% | +8,037+97.1% | Added |
| Oregon Public Employees Retirement Fund | 16,235 | $1.72M | 0.02% | +700+4.5% | Added |
| Independent Advisor Alliance | 15,804 | $1.67M | 0.02% | −1,046−6.2% | Reduced |
| Voya Investment Management LLC | 15,598 | $1.65M | 0.00% | −803−4.9% | Reduced |
| Oxbow Advisors, LLC | 15,405 | $1.63M | 0.14% | −470−3.0% | Reduced |
| Edentree Asset Management Ltd | 15,000 | $1.59M | 0.48% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 14,400 | $1.52M | 0.03% | −10,900−43.1% | Reduced |
| Mackenzie Financial Corp | 14,395 | $1.52M | 0.00% | −13,305−48.0% | Reduced |
| Ensign Peak Advisors, Inc | 13,909 | $1.47M | 0.00% | +8,938+179.8% | Added |
| RFG Advisory, LLC | 13,907 | $1.47M | 0.03% | −4,558−24.7% | Reduced |
| Gsa Capital Partners LLP | 13,875 | $1.47M | 0.09% | −14,414−51.0% | Reduced |
| Ritholtz Wealth Management | 13,830 | $1.46M | 0.03% | −293−2.1% | Reduced |
| CWM, LLC | 13,111 | $1.39M | 0.00% | +470+3.7% | Added |
| Harbour Investments, Inc. | 13,067 | $1.38M | 0.02% | +12,615+2,790.9% | Added |
| CWA Asset Management Group, LLC | 12,983 | $1.37M | 0.05% | +12,983 | New |
| Walleye Capital LLC | 12,950 | $1.37M | 0.01% | +12,950 | New |
| Eaton Financial Holdings Company, LLC | 12,830 | $1.36M | 0.44% | −720−5.3% | Reduced |
| FMR LLC | 12,675 | $1.34M | 0.00% | +995+8.5% | Added |