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, Q2 2026
Institutional positions in Jackson Financial Inc. as of Jun 30, 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
- 506
- +1 vs. Q1 2026
- Shares held
- 63.0M
- +947.3K (+1.5%) vs. Q1 2026
- Total value
- $6.46B
- −$99.4M (−1.5%) vs. Q1 2026
- New holders
- 52
- 183 more added
- Sold out
- 51
- 196 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisortrust Partners, LLC | 3,692 | $378.1K | 0.13% | +3,692 | New |
| Abel Hall, LLC | 3,704 | $379.3K | 0.07% | +114+3.2% | Added |
| IMC-Chicago, LLC | 3,715 | $380.4K | 0.00% | +3,715 | New |
| BTG Pactual Asset Management US LLC | 3,771 | $386.1K | 0.03% | +1,740+85.7% | Added |
| AE Wealth Management LLC | 3,771 | $386.2K | 0.00% | +43+1.2% | Added |
| Swiss Life Asset Management Ltd | 3,805 | $389.6K | 0.00% | −541−12.4% | Reduced |
| Focus Financial Network, Inc. | 3,806 | $389.7K | 0.01% | +4+0.1% | Added |
| Quartz Partners, LLC | 3,876 | $396.9K | 0.13% | +10+0.3% | Added |
| Tactive Advisors, LLC | 3,900 | $399.3K | 0.10% | −900−18.8% | Reduced |
| Centiva Capital, LP | 3,907 | $400.0K | 0.01% | +1,240+46.5% | Added |
| Sanchez Gaunt Capital Management, LLC | 3,926 | $402.0K | 0.22% | +104+2.7% | Added |
| CWM Advisors, LLC | 3,981 | $407.6K | 0.02% | +476+13.6% | Added |
| Guilbault Capital LLC | 3,995 | $409.0K | 0.41% | +150+3.9% | Added |
| Meriwether Wealth & Planning, LLC | 4,050 | $414.7K | 0.21% | 00.0% | Unchanged |
| Ethic Inc. | 4,082 | $418.0K | 0.01% | −14−0.3% | Reduced |
| Aigen Investment Management, LP | 4,091 | $418.9K | 0.11% | +4,091 | New |
| Everence Capital Management Inc | 4,108 | $421.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,131 | $423.0K | 0.01% | −609−12.8% | Reduced |
| Qsemble Capital Management, LP | 4,139 | $423.8K | 0.05% | +4,139 | New |
| Empowered Funds, LLC | 4,156 | $425.5K | 0.00% | +1,188+40.0% | Added |
| Farther Finance Advisors, LLC | 4,197 | $430.0K | 0.00% | −428−9.3% | Reduced |
| SG Americas Securities, LLC | 4,235 | $434.0K | 0.00% | −2,056−32.7% | Reduced |
| Vident Advisory, LLC | 4,293 | $439.6K | 0.00% | +92+2.2% | Added |
| Savant Capital, LLC | 4,315 | $443.7K | 0.00% | −368−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,371 | $447.5K | 0.00% | −1,848−29.7% | Reduced |
| Brevan Howard Capital Management LP | 4,387 | $449.2K | 0.01% | +4,387 | New |
| Highland Capital Management, LLC | 4,571 | $468.0K | 0.02% | +79+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 4,603 | $471.3K | 0.01% | +2,198+91.4% | Added |
| Integrated Wealth Concepts LLC | 4,725 | $483.8K | 0.00% | −463−8.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,882 | $499.9K | 0.00% | +953+24.3% | Added |
| Colonial River Wealth Management, LLC | 4,942 | $506.1K | 0.14% | −1,257−20.3% | Reduced |
| Leonteq Securities AG | 5,000 | $511.9K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,029 | $514.9K | 0.00% | +876+21.1% | Added |
| CenterBook Partners LP | 5,092 | $521.4K | 0.03% | +809+18.9% | Added |
| Nisa Investment Advisors, LLC | 5,178 | $530.2K | 0.00% | +1,555+42.9% | Added |
| Edgestream Partners, L.P. | 5,462 | $559.3K | 0.02% | −97,984−94.7% | Reduced |
| State Board of Administration of Florida Retirement System | 5,495 | $562.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,513 | $564.5K | 0.00% | −3,827−41.0% | Reduced |
| Merit Financial Group, LLC | 5,599 | $573.2K | 0.00% | +207+3.8% | Added |
| Prelude Capital Management, LLC | 5,600 | $573.4K | 0.04% | +224+4.2% | Added |
| CIBC Bancorp USA Inc. | 5,653 | $578.8K | 0.00% | +253+4.7% | Added |
| BayBridge Capital Group, LLC | 5,696 | $583.2K | 0.30% | +3,231+131.1% | Added |
| Samalin Investment Counsel, LLC | 5,702 | $583.8K | 0.19% | +8+0.1% | Added |
| MorganRosel Wealth Management, LLC | 5,708 | $584.4K | 0.20% | −1,648−22.4% | Reduced |
| Ariadne Wealth Management, LP | 5,740 | $587.7K | 0.26% | −144−2.4% | Reduced |
| Guggenheim Capital LLC | 5,847 | $598.7K | 0.00% | +801+15.9% | Added |
| Ameritas Investment Partners, Inc. | 6,006 | $615.0K | 0.02% | +472+8.5% | Added |
| Bannerstone Capital Management, LLC | 6,026 | $617.0K | 0.52% | +9+0.1% | Added |
| CIBC Asset Management Inc | 6,530 | $668.6K | 0.00% | −416−6.0% | Reduced |
| Xponance, Inc. | 6,545 | $670.1K | 0.00% | −212−3.1% | Reduced |
| Baird Financial Group, Inc. | 6,553 | $671.0K | 0.00% | −156−2.3% | Reduced |
| Gsa Capital Partners LLP | 6,588 | $675.0K | 0.04% | −7,287−52.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,635 | $679.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,753 | $691.5K | 0.00% | +464+7.4% | Added |
| LVZ Advisors, Inc. | 6,770 | $693.2K | 0.07% | +43+0.6% | Added |
| Mirabella Financial Services LLP | 6,846 | $701.0K | 0.07% | +6,846 | New |
| Level Four Advisory Services, LLC | 6,912 | $707.7K | 0.02% | +69+1.0% | Added |
| EP Wealth Advisors, LLC | 6,974 | $714.0K | 0.00% | +3,538+103.0% | Added |
| Campbell & CO Investment Adviser LLC | 7,016 | $718.4K | 0.04% | −3,340−32.3% | Reduced |
| Evergreen Wealth Management, LLC | 7,198 | $737.0K | 0.35% | −1,100−13.3% | Reduced |
| Bank of Montreal | 7,217 | $738.9K | 0.00% | +355+5.2% | Added |
| Regal Investment Advisors LLC | 7,252 | $742.5K | 0.04% | −77−1.1% | Reduced |
| State of Wyoming | 7,272 | $744.6K | 0.08% | +4,609+173.1% | Added |
| STRS Ohio | 7,300 | $747.4K | 0.00% | +400+5.8% | Added |
| Nilsine Partners, LLC | 7,420 | $759.7K | 0.05% | +654+9.7% | Added |
| Fox Run Management, L.L.C. | 7,648 | $783.1K | 0.13% | −12,018−61.1% | Reduced |
| Pensionmark Financial Group, LLC | 7,612 | $784.1K | 0.01% | −2,627−25.7% | Reduced |
| Ieq Capital, LLC | 7,720 | $790.5K | 0.00% | −14,628−65.5% | Reduced |
| CV Advisors LLC | 7,800 | $798.6K | 0.15% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,813 | $800.0K | 0.03% | −145−1.8% | Reduced |
| Mutual of America Capital Management LLC | 7,988 | $817.9K | 0.01% | −116−1.4% | Reduced |
| Jefferies Financial Group Inc. | 8,000 | $819.1K | 0.01% | +8,000 | New |
| Evolve Private Wealth, LLC | 8,027 | $821.9K | 0.05% | −2,033−20.2% | Reduced |
| Concurrent Investment Advisors, LLC | 8,166 | $836.1K | 0.01% | −732−8.2% | Reduced |
| Benjamin Edwards Inc | 8,269 | $846.7K | 0.01% | +270+3.4% | Added |
| Creative Planning | 8,410 | $861.1K | 0.00% | −2,034−19.5% | Reduced |
| Atria Investments LLC | 8,545 | $875.0K | 0.01% | −443−4.9% | Reduced |
| Truist Financial Corp | 8,593 | $879.8K | 0.00% | +5,007+139.6% | Added |
| New York Life Investment Management LLC | 8,765 | $897.4K | 0.01% | +455+5.5% | Added |
| Pathstone Holdings, LLC | 8,792 | $900.2K | 0.00% | −1,842−17.3% | Reduced |
| Steadtrust LLC | 8,930 | $914.3K | 0.46% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,989 | $920.4K | 0.00% | +3,472+62.9% | Added |
| Wetzel Investment Advisors, Inc. | 9,100 | $931.7K | 0.32% | +6,800+295.7% | Added |
| Sterling Capital Management LLC | 9,201 | $942.1K | 0.02% | −918−9.1% | Reduced |
| Medallion Wealth Advisors, LLC | 11,845 | $951.9K | 0.31% | +11,490+3,236.6% | Added |
| Nomura Asset Management International Inc. | 9,400 | $962.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 9,425 | $965.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,479 | $970.6K | 0.00% | −1,075−10.2% | Reduced |
| Centaurus Financial, Inc. | 9,578 | $981.0K | 0.04% | −55−0.6% | Reduced |
| Brown Advisory Inc | 9,698 | $993.0K | 0.00% | +9,698 | New |
| Advisory Research Inc | 9,700 | $993.2K | 0.10% | +92+1.0% | Added |
| JustInvest LLC | 9,727 | $995.9K | 0.01% | −1,172−10.8% | Reduced |
| Neuberger Berman Group LLC | 9,763 | $999.6K | 0.00% | −400−3.9% | Reduced |
| Harmony Asset Management LLC | 9,820 | $1.01M | 0.27% | −6,909−41.3% | Reduced |
| Prospera Financial Services Inc | 9,898 | $1.01M | 0.01% | −119−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,970 | $1.02M | 0.01% | +25+0.3% | Added |
| NewSquare Capital LLC | 9,979 | $1.02M | 0.08% | +1,035+11.6% | Added |
| Maryland State Retirement & Pension System | 10,144 | $1.04M | 0.02% | −196−1.9% | Reduced |
| Pictet Asset Management Holding SA | 10,333 | $1.06M | 0.00% | −470−4.4% | Reduced |
| Graham Capital Management, L.P. | 10,534 | $1.08M | 0.03% | +3,150+42.7% | Added |