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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 690 | $70.6K | 0.00% | −520−43.0% | Reduced |
| Pacer Advisors, Inc. | 679 | $70.0K | 0.00% | −174−20.4% | Reduced |
| Davis Capital Management | 670 | $68.6K | 0.04% | −590−46.8% | Reduced |
| Continuum Advisory, LLC | 575 | $58.9K | 0.00% | +575 | New |
| Allworth Financial LP | 573 | $58.7K | 0.00% | +106+22.7% | Added |
| Optiver Holding B.V. | 564 | $57.7K | 0.00% | +564 | New |
| Forum Finance Group S.A. | 650 | $54.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 512 | $53.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 468 | $47.9K | 0.01% | −328−41.2% | Reduced |
| Creative Financial Designs Inc | 466 | $47.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 425 | $43.5K | 0.00% | +25+6.3% | Added |
| Umb Bank N A | 423 | $43.3K | 0.00% | +17+4.2% | Added |
| Ronald Blue Trust, Inc. | 422 | $43.2K | 0.00% | −34−7.5% | Reduced |
| Parallel Advisors, LLC | 405 | $41.5K | 0.00% | +366+938.5% | Added |
| Employees Retirement System of Texas | 375 | $38.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 360 | $36.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 338 | $34.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 328 | $34.0K | 0.00% | −7−2.1% | Reduced |
| Clearstead Advisors, LLC | 326 | $33.4K | 0.00% | +326 | New |
| Los Angeles Capital Management LLC | 317 | $32.5K | 0.00% | −2,599−89.1% | Reduced |
| Rothschild Investment LLC | 298 | $30.5K | 0.00% | −10−3.2% | Reduced |
| Essential Partners LLC | 253 | $25.9K | 0.01% | −562−69.0% | Reduced |
| Bell Investment Advisors, Inc | 229 | $23.4K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 229 | $23.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 217 | $22.2K | 0.00% | −19−8.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207 | $21.2K | 0.00% | −195−48.5% | Reduced |
| EFG International AG | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 200 | $20.5K | 0.00% | +173+640.7% | Added |
| SBI Securities Co., Ltd. | 197 | $20.2K | 0.00% | −26−11.7% | Reduced |
| JPL Wealth Management, LLC | 195 | $20.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $18.0K | 0.01% | −733−80.6% | Reduced |
| WealthCollab, LLC | 174 | $17.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 153 | $15.7K | 0.00% | +150+5,000.0% | Added |
| True Wealth Design, LLC | 142 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 131 | $13.4K | 0.00% | +3+2.3% | Added |
| Zions Bancorporation, National Association | 130 | $13.3K | 0.00% | +20+18.2% | Added |
| Action Point Financial Planning, LLC | 130 | $13.2K | 0.00% | +130 | New |
| Basecamp Wealth Advisors LLC | 125 | $12.8K | 0.00% | −54−30.2% | Reduced |
| Private Wealth Management Group, LLC | 122 | $12.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 118 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $10.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 103 | $10.5K | 0.00% | +2+2.0% | Added |
| Brown Brothers Harriman & Co | 102 | $10.4K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 102 | $10.4K | 0.00% | +102 | New |
| Danske Bank A/S | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 96 | $9.83K | 0.00% | +5+5.5% | Added |
| JFS Wealth Advisors, LLC | 95 | $9.73K | 0.00% | +9+10.5% | Added |
| CVA Family Office, LLC | 94 | $9.63K | 0.00% | +16+20.5% | Added |
| Larson Financial Group LLC | 91 | $9.27K | 0.00% | +5+5.8% | Added |
| Compagnie Lombard Odier SCmA | 82 | $8.40K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 80 | $8.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 77 | $7.88K | 0.00% | +23+42.6% | Added |
| C M Bidwell & Associates Ltd | 76 | $7.78K | 0.00% | −587−88.5% | Reduced |
| Rossby Financial, LCC | 74 | $7.58K | 0.00% | −43−36.8% | Reduced |
| Parkside Financial Bank & Trust | 66 | $6.76K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 66 | $6.76K | 0.00% | −16,245−99.6% | Reduced |
| Valued Wealth Advisors LLC | 60 | $6.14K | 0.00% | +58+2,900.0% | Added |
| Huntington National Bank | 56 | $5.73K | 0.00% | +46+460.0% | Added |
| Dogwood Wealth Management LLC | 55 | $5.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 53 | $5.43K | 0.00% | +53 | New |
| Quarry LP | 53 | $5.43K | 0.00% | +53 | New |
| High Note Wealth, LLC | 47 | $4.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $4.71K | 0.00% | +46 | New |
| Mather Group, LLC. | 45 | $4.61K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $4.10K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $3.28K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $2.77K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 26 | $2.66K | 0.00% | +12+85.7% | Added |
| Torren Management, LLC | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $2.25K | 0.00% | +10+83.3% | Added |
| Bellevue Asset Management, LLC | 22 | $2.25K | 0.00% | +22 | New |
| Rialto Wealth Management, LLC | 21 | $2.15K | 0.00% | +1+5.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 20 | $2.05K | 0.00% | +20 | New |
| Wealth Enhancement Trust Services, Inc. | 19 | $1.95K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $1.74K | 0.00% | +5+41.7% | Added |
| Cornerstone Financial Management LLC | 16 | $1.64K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 16 | $1.64K | 0.00% | +16 | New |
| Bokf, NA | 15 | $1.54K | 0.00% | −4,198−99.6% | Reduced |
| UMA Financial Services, Inc. | 15 | $1.54K | 0.00% | +5+50.0% | Added |
| HFM Investment Advisors, LLC | 13 | $1.33K | 0.00% | +6+85.7% | Added |
| Silver Grove Financial Group, Inc. | 13 | $1.33K | 0.00% | −156−92.3% | Reduced |
| Cornerstone Planning Group LLC | 9 | $1.11K | 0.00% | −5−35.7% | Reduced |
| Ankerstar Wealth, LLC | 10 | $1.02K | 0.00% | −1−9.1% | Reduced |
| Hughes Financial Services, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bayban | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $922 | 0.00% | −5−35.7% | Reduced |
| LRI Investments, LLC | 7 | $717 | 0.00% | +6+600.0% | Added |
| Bruce G. Allen Investments, LLC | 6 | $614 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $598 | 0.00% | −23−79.3% | Reduced |
| Noble Wealth Management PBC | 4 | $410 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $314 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $308 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 2 | $205 | 0.00% | −7,049−100.0% | Reduced |
| Stone House Investment Management, LLC | 2 | $205 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2 | $205 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |