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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 9,838 | $1.15M | 0.00% | +436+4.6% | Added |
| Wealthcare Advisory Partners LLC | 11,124 | $1.14M | 0.02% | −730−6.2% | Reduced |
| State of Wisconsin Investment Board | 11,047 | $1.13M | 0.00% | +3,057+38.3% | Added |
| MML Investors Services, LLC | 10,842 | $1.11M | 0.00% | +1,080+11.1% | Added |
| Vise Technologies, Inc. | 10,676 | $1.09M | 0.01% | +3,625+51.4% | Added |
| Erste Asset Management GmbH | 10,300 | $1.08M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,534 | $1.08M | 0.03% | +3,150+42.7% | Added |
| Pictet Asset Management Holding SA | 10,333 | $1.06M | 0.00% | −470−4.4% | Reduced |
| Maryland State Retirement & Pension System | 10,144 | $1.04M | 0.02% | −196−1.9% | Reduced |
| NewSquare Capital LLC | 9,979 | $1.02M | 0.08% | +1,035+11.6% | Added |
| Kestra Private Wealth Services, LLC | 9,970 | $1.02M | 0.01% | +25+0.3% | Added |
| Prospera Financial Services Inc | 9,898 | $1.01M | 0.01% | −119−1.2% | Reduced |
| Harmony Asset Management LLC | 9,820 | $1.01M | 0.27% | −6,909−41.3% | Reduced |
| Neuberger Berman Group LLC | 9,763 | $999.6K | 0.00% | −400−3.9% | Reduced |
| JustInvest LLC | 9,727 | $995.9K | 0.01% | −1,172−10.8% | Reduced |
| Advisory Research Inc | 9,700 | $993.2K | 0.10% | +92+1.0% | Added |
| Brown Advisory Inc | 9,698 | $993.0K | 0.00% | +9,698 | New |
| Centaurus Financial, Inc. | 9,578 | $981.0K | 0.04% | −55−0.6% | Reduced |
| ProShare Advisors LLC | 9,479 | $970.6K | 0.00% | −1,075−10.2% | Reduced |
| Vestcor Inc | 9,425 | $965.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 9,400 | $962.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 11,845 | $951.9K | 0.31% | +11,490+3,236.6% | Added |
| Sterling Capital Management LLC | 9,201 | $942.1K | 0.02% | −918−9.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 9,100 | $931.7K | 0.32% | +6,800+295.7% | Added |
| Toroso Investments, LLC | 8,989 | $920.4K | 0.00% | +3,472+62.9% | Added |
| Steadtrust LLC | 8,930 | $914.3K | 0.46% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,792 | $900.2K | 0.00% | −1,842−17.3% | Reduced |
| New York Life Investment Management LLC | 8,765 | $897.4K | 0.01% | +455+5.5% | Added |
| Truist Financial Corp | 8,593 | $879.8K | 0.00% | +5,007+139.6% | Added |
| Atria Investments LLC | 8,545 | $875.0K | 0.01% | −443−4.9% | Reduced |
| Creative Planning | 8,410 | $861.1K | 0.00% | −2,034−19.5% | Reduced |
| Benjamin Edwards Inc | 8,269 | $846.7K | 0.01% | +270+3.4% | Added |
| Concurrent Investment Advisors, LLC | 8,166 | $836.1K | 0.01% | −732−8.2% | Reduced |
| Evolve Private Wealth, LLC | 8,027 | $821.9K | 0.05% | −2,033−20.2% | Reduced |
| Jefferies Financial Group Inc. | 8,000 | $819.1K | 0.01% | +8,000 | New |
| Mutual of America Capital Management LLC | 7,988 | $817.9K | 0.01% | −116−1.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,813 | $800.0K | 0.03% | −145−1.8% | Reduced |
| CV Advisors LLC | 7,800 | $798.6K | 0.15% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,720 | $790.5K | 0.00% | −14,628−65.5% | Reduced |
| Pensionmark Financial Group, LLC | 7,612 | $784.1K | 0.01% | −2,627−25.7% | Reduced |
| Fox Run Management, L.L.C. | 7,648 | $783.1K | 0.13% | −12,018−61.1% | Reduced |
| Nilsine Partners, LLC | 7,420 | $759.7K | 0.05% | +654+9.7% | Added |
| STRS Ohio | 7,300 | $747.4K | 0.00% | +400+5.8% | Added |
| State of Wyoming | 7,272 | $744.6K | 0.08% | +4,609+173.1% | Added |
| Regal Investment Advisors LLC | 7,252 | $742.5K | 0.04% | −77−1.1% | Reduced |
| Bank of Montreal | 7,217 | $738.9K | 0.00% | +355+5.2% | Added |
| Evergreen Wealth Management, LLC | 7,198 | $737.0K | 0.35% | −1,100−13.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,016 | $718.4K | 0.04% | −3,340−32.3% | Reduced |
| EP Wealth Advisors, LLC | 6,974 | $714.0K | 0.00% | +3,538+103.0% | Added |
| Level Four Advisory Services, LLC | 6,912 | $707.7K | 0.02% | +69+1.0% | Added |
| Mirabella Financial Services LLP | 6,846 | $701.0K | 0.07% | +6,846 | New |
| LVZ Advisors, Inc. | 6,770 | $693.2K | 0.07% | +43+0.6% | Added |
| GWM Advisors LLC | 6,753 | $691.5K | 0.00% | +464+7.4% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $679.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,588 | $675.0K | 0.04% | −7,287−52.5% | Reduced |
| Baird Financial Group, Inc. | 6,553 | $671.0K | 0.00% | −156−2.3% | Reduced |
| Xponance, Inc. | 6,545 | $670.1K | 0.00% | −212−3.1% | Reduced |
| CIBC Asset Management Inc | 6,530 | $668.6K | 0.00% | −416−6.0% | Reduced |
| Bannerstone Capital Management, LLC | 6,026 | $617.0K | 0.52% | +9+0.1% | Added |
| Ameritas Investment Partners, Inc. | 6,006 | $615.0K | 0.02% | +472+8.5% | Added |
| Guggenheim Capital LLC | 5,847 | $598.7K | 0.00% | +801+15.9% | Added |
| Ariadne Wealth Management, LP | 5,740 | $587.7K | 0.26% | −144−2.4% | Reduced |
| MorganRosel Wealth Management, LLC | 5,708 | $584.4K | 0.20% | −1,648−22.4% | Reduced |
| Samalin Investment Counsel, LLC | 5,702 | $583.8K | 0.19% | +8+0.1% | Added |
| BayBridge Capital Group, LLC | 5,696 | $583.2K | 0.30% | +3,231+131.1% | Added |
| CIBC Bancorp USA Inc. | 5,653 | $578.8K | 0.00% | +253+4.7% | Added |
| Prelude Capital Management, LLC | 5,600 | $573.4K | 0.04% | +224+4.2% | Added |
| Merit Financial Group, LLC | 5,599 | $573.2K | 0.00% | +207+3.8% | Added |
| HighTower Advisors, LLC | 5,513 | $564.5K | 0.00% | −3,827−41.0% | Reduced |
| State Board of Administration of Florida Retirement System | 5,495 | $562.6K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,462 | $559.3K | 0.02% | −97,984−94.7% | Reduced |
| Nisa Investment Advisors, LLC | 5,178 | $530.2K | 0.00% | +1,555+42.9% | Added |
| CenterBook Partners LP | 5,092 | $521.4K | 0.03% | +809+18.9% | Added |
| Federation des caisses Desjardins du Quebec | 5,029 | $514.9K | 0.00% | +876+21.1% | Added |
| Leonteq Securities AG | 5,000 | $511.9K | 0.03% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,942 | $506.1K | 0.14% | −1,257−20.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,882 | $499.9K | 0.00% | +953+24.3% | Added |
| Integrated Wealth Concepts LLC | 4,725 | $483.8K | 0.00% | −463−8.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,603 | $471.3K | 0.01% | +2,198+91.4% | Added |
| Highland Capital Management, LLC | 4,571 | $468.0K | 0.02% | +79+1.8% | Added |
| Brevan Howard Capital Management LP | 4,387 | $449.2K | 0.01% | +4,387 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,371 | $447.5K | 0.00% | −1,848−29.7% | Reduced |
| Savant Capital, LLC | 4,315 | $443.7K | 0.00% | −368−7.9% | Reduced |
| Vident Advisory, LLC | 4,293 | $439.6K | 0.00% | +92+2.2% | Added |
| SG Americas Securities, LLC | 4,235 | $434.0K | 0.00% | −2,056−32.7% | Reduced |
| Farther Finance Advisors, LLC | 4,197 | $430.0K | 0.00% | −428−9.3% | Reduced |
| Empowered Funds, LLC | 4,156 | $425.5K | 0.00% | +1,188+40.0% | Added |
| Qsemble Capital Management, LP | 4,139 | $423.8K | 0.05% | +4,139 | New |
| Profund Advisors LLC | 4,131 | $423.0K | 0.01% | −609−12.8% | Reduced |
| Everence Capital Management Inc | 4,108 | $421.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,091 | $418.9K | 0.11% | +4,091 | New |
| Ethic Inc. | 4,082 | $418.0K | 0.01% | −14−0.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,050 | $414.7K | 0.21% | 00.0% | Unchanged |
| Guilbault Capital LLC | 3,995 | $409.0K | 0.41% | +150+3.9% | Added |
| CWM Advisors, LLC | 3,981 | $407.6K | 0.02% | +476+13.6% | Added |
| Sanchez Gaunt Capital Management, LLC | 3,926 | $402.0K | 0.22% | +104+2.7% | Added |
| Centiva Capital, LP | 3,907 | $400.0K | 0.01% | +1,240+46.5% | Added |
| Tactive Advisors, LLC | 3,900 | $399.3K | 0.10% | −900−18.8% | Reduced |
| Quartz Partners, LLC | 3,876 | $396.9K | 0.13% | +10+0.3% | Added |
| Focus Financial Network, Inc. | 3,806 | $389.7K | 0.01% | +4+0.1% | Added |