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Jackson Financial (JXN) Institutional Ownership

Jackson Financial logo
$138.11 -2.54 (-1.81%)
Closing price 11/4/2026 03:59 PM Eastern
Extended Trading
$137.35 -0.76 (-0.55%)
As of 11/4/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Jackson Financial (NYSE:JXN)

Current
Institutional Ownership
Percentage
89.96%
Number of
Institutional Buyers
(last 12 months)
274
Total
Institutional Inflows
(last 12 months)
$908.82M
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$558.26M
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JXN Institutional Buying and Selling by Quarter

Jackson Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2026Lido Advisors LLC1,732$224K0.0%N/A0.003%
11/5/2026Keybank National Association OH1,923$249K0.0%N/A0.003%
11/4/2026New York Life Investment Management LLC9,956$1.29M0.0%+13.6%0.015%
11/4/2026Kestra Investment Management LLC2,319$300K0.0%-20.4%0.003%
11/4/2026Fulcrum Asset Management LLP1,282$168K0.0%-18.2%0.002%
11/4/2026Allspring Global Investments Holdings LLC79,826$10.34M0.0%+1.0%0.118%
11/4/2026 Brighton Jones LLC3,565$461K0.0%+32.8%0.005%
11/3/2026 Ethic Inc.8,158$1.06M0.0%+99.9%0.012%
11/3/2026 Pictet Asset Management Holding SA10,063$1.30M0.0%-2.6%0.015%
11/3/2026 Parallel Advisors LLC1,258$163K0.0%+210.6%0.002%
11/3/2026 Ashton Thomas Private Wealth LLC4,357$563K0.0%+81.0%0.006%
11/3/2026 International Assets Investment Management LLC8,236$1.07M0.0%-32.8%0.012%
11/2/2026 Kestra Advisory Services LLC34,552$4.47M0.0%+3.8%0.051%
11/2/2026 Commonwealth Equity Services LLC60,575$7.83M0.0%-16.6%0.089%
10/30/2026 Compass Financial Management LLC20,624$2.67M0.3%N/A0.030%
10/30/2026 Oregon Public Employees Retirement Fund14,004$1.81M0.0%-11.7%0.021%
10/30/2026 Next Level Wealth Planning LLC799$103K0.0%N/A0.001%
10/29/2026 Mirae Asset Global Investments Co. Ltd.10,529$1.36M0.0%N/A0.016%
10/29/2026 Profund Advisors LLC3,575$462K0.0%-13.5%0.005%
10/29/2026 ProShare Advisors LLC9,028$1.17M0.0%-4.8%0.013%
10/29/2026 Vise Technologies Inc.19,288$2.49M0.0%+80.7%0.028%
10/29/2026 State of Wyoming6,636$858K0.1%-8.7%0.010%
10/28/2026 International Assets Investment Management LLC54,504$7.05M0.1%+345.0%0.080%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al35,245$4.56M0.0%-7.4%0.052%
10/28/2026 Partners Wealth Management LLC4,612$596K0.1%N/A0.007%
10/28/2026 VestGen Advisors LLC1,727$223K0.0%N/A0.003%
10/27/2026 Victory Financial Group LLC2,428$314K0.0%-14.8%0.004%
10/26/2026 Park Avenue Securities LLC2,342$303K0.0%+6.3%0.003%
10/23/2026 Brucke Financial Inc.3,436$444K0.2%+8.5%0.005%
10/23/2026 Kendall Capital Management31,957$4.13M0.7%-1.6%0.047%
10/23/2026 Fifth Third Wealth Advisors LLC7,221$934K0.0%+56.9%0.011%
10/23/2026 Sterling Capital Management LLC9,361$1.21M0.0%+1.7%0.014%
10/23/2026 Inspire Investing LLC4,116$532K0.0%+3.4%0.006%
10/22/2026 Yousif Capital Management LLC17,401$2.25M0.0%-13.3%0.026%
10/22/2026 Brookstone Capital Management1,820$235K0.0%N/A0.003%
10/22/2026 Root Financial Partners LLC468$61K0.0%N/A0.001%
10/21/2026 Axxcess Wealth Management LLC1,834$237K0.0%-38.6%0.003%
10/21/2026 Crossmark Global Holdings Inc.4,045$523K0.0%+47.9%0.006%
10/21/2026 Nisa Investment Advisors LLC5,022$649K0.0%-3.0%0.007%
10/21/2026 Robeco Institutional Asset Management B.V.73,069$9.45M0.0%+0.2%0.108%
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10/20/2026 Commonwealth Financial Services LLC1,937$250K0.0%N/A0.003%
10/20/2026 CWA Asset Management Group LLC22,412$2.90M0.1%+13.5%0.033%
10/17/2026 SteelPeak Wealth LLC2,131$276K0.0%N/A0.003%
10/17/2026 IFP Advisors Inc2,909$376K0.0%+50.3%0.004%
10/15/2026 Saxony Capital Management LLC1,930$250K0.1%N/A0.003%
10/15/2026 Assenagon Asset Management S.A.46,772$6.05M0.0%N/A0.069%
10/15/2026 State of Alaska Department of Revenue10,468$1.35M0.0%-54.4%0.015%
10/15/2026 Fortitude Family Office LLC1,343$174K0.0%+925.2%0.002%
10/14/2026 Triumph Capital Management2,846$368K0.1%+3.6%0.004%
10/14/2026 First Citizens Bank & Trust Co.1,968$255K0.0%-30.1%0.003%
10/14/2026 Wetzel Investment Advisors Inc.9,300$1.20M0.4%+2.2%0.014%
10/13/2026 Sax Wealth Advisors LLC3,461$448K0.0%N/A0.005%
10/9/2026 GAMMA Investing LLC3,980$515K0.0%+14.0%0.006%
10/8/2026 Farther Finance Advisors LLC5,906$764K0.0%+40.7%0.009%
10/8/2026 CoreCap Advisors LLC1,386$179K0.0%+40.6%0.002%
10/8/2026 Artemis Investment Management LLP19,670$2.54M0.0%+61.3%0.029%
10/8/2026 Tactive Advisors LLC3,750$485K0.1%-3.8%0.006%
9/9/2026Sequoia Financial Advisors LLC1,995$204K0.0%-11.6%0.003%
9/9/2026Tidal Investments LLC8,989$920K0.0%+62.9%0.013%
9/9/2026WINTON GROUP Ltd18,062$1.85M0.1%+48.2%0.027%
9/9/2026Integrated Wealth Concepts LLC4,725$484K0.0%-8.9%0.007%
9/9/2026 RFG Advisory LLC14,984$1.53M0.0%+7.7%0.022%
9/9/2026NewEdge Advisors LLC6,753$691K0.0%+7.4%0.010%
9/9/2026Squarepoint Ops LLC166,794$17.08M0.0%+96.6%0.246%
9/9/2026Baird Financial Group Inc.6,553$671K0.0%-2.3%0.010%
9/9/2026 BayBridge Capital Group LLC5,696$583K0.3%+131.1%0.008%
9/8/2026Allworth Financial LP573$59K0.0%+22.7%0.001%
9/8/2026 Arizona State Retirement System17,479$1.79M0.0%-6.4%0.026%
9/8/2026 Paragon Capital Management Ltd1,970$202K0.0%-19.5%0.003%
9/8/2026Nykredit A S2,603$267K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP3,309$339K0.0%-72.7%0.005%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al38,045$3.90M0.0%N/A0.056%
8/23/2026 HB Wealth Management LLC2,829$290K0.0%+13.8%0.004%
8/23/2026 Nilsine Partners LLC7,420$760K0.1%+9.7%0.011%
8/23/2026 Asset Allocation Strategies LLC23,623$2.42M0.4%+8.2%0.035%
8/22/2026 William John Sempolinski21,700$2.22M0.9%N/A0.032%
8/22/2026 Concurrent Investment Advisors LLC8,166$836K0.0%-8.2%0.012%
8/22/2026 Prosperitas Financial LLC2,091$214K0.1%N/A0.003%
8/21/2026Continuum Advisory LLC575$59K0.0%N/A0.001%
8/21/2026Nykredit A S2,603$267K0.0%N/A0.004%
8/20/2026 Strategic Advisors LLC11,900$1.22M0.2%-0.8%0.018%
8/20/2026BTG Pactual Asset Management US LLC3,771$386K0.0%+85.7%0.006%
8/20/2026Ancora Advisors LLC40,923$4.19M0.1%-8.9%0.060%
8/18/2026Public Employees Retirement System of Ohio1,552$159K0.0%N/A0.002%
8/14/2026Ancora Advisors LLC40,923$4.19M0.1%N/A0.060%
8/11/2026Donald Smith & CO. Inc.1,789,104$183.19M3.2%N/A2.642%
8/10/2026Great Lakes Advisors LLC2,466$252K0.0%N/A0.004%
8/6/2026Bank of New York Mellon Corp650,839$66.64M0.0%N/A0.933%
7/10/2026 Wedge Capital Management L L P NC310,357$31.78M0.5%+6.4%0.445%
7/10/2026Handelsbanken Fonder AB20,700$2.12M0.0%+13.7%0.030%
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7/10/2026 Wealthcare Advisory Partners LLC11,124$1.14M0.0%-6.2%0.016%
7/9/2026 Tactive Advisors LLC3,900$399K0.1%-18.8%0.006%
7/7/2026 GAMMA Investing LLC3,492$358K0.0%+5.5%0.005%
7/7/2026 CoreCap Advisors LLC986$101K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.853$90K0.0%+58.6%0.001%
6/11/2026 LFG Wealth Partners LLC21,527$2.28M1.4%+1.6%0.031%
6/9/2026Rathbones Group PLC25,771$2.73M0.0%-6.1%0.037%
5/22/2026Segall Bryant & Hamill LLC57,752$6.11M0.1%-3.9%0.083%
5/19/2026Western Wealth Management LLC735$78K0.0%N/A0.001%
5/19/2026Bank of America Corp DE325,222$34.38M0.0%+17.5%0.466%


JXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 518 institutional investors and hedge funds held shares of Jackson Financial. The most heavily invested institutionals were Vanguard Group Inc. ($965.08M), Dimensional Fund Advisors LP ($429.24M), State Street Corp ($310.39M), Geode Capital Management LLC ($183.50M), Donald Smith & CO. Inc. ($183.19M), Goldman Sachs Group Inc. ($158.05M), and Hsbc Holdings PLC ($156.47M).Learn more on Jackson Financial's institutional investors.

89.96% of Jackson Financial's stock is owned by institutional investors. Learn more on JXN's institutional investor holdings.

Of the 444 institutional investors that purchased Jackson Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.50M), Donald Smith & CO. Inc. ($1.93M), Assenagon Asset Management S.A. ($895.28K), Bank of New York Mellon Corp ($888.72K), Millennium Management LLC ($683.82K), Raymond James Financial Inc. ($654.43K), and Caisse de depot et placement du Quebec ($592.65K).

Institutional investors have bought a total of 8,696,810 shares in the last 24 months. This purchase volume represents approximately $910.08M in transactions.

Of the 189 institutional investors that sold Jackson Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($999.90K), Vanguard Group Inc. ($657.13K), Invesco Ltd. ($432.91K), Goldman Sachs Group Inc. ($315.13K), Arrowstreet Capital Limited Partnership ($254.14K), Millennium Management LLC ($206.86K), and Assenagon Asset Management S.A. ($143.73K).

Institutional investors have sold a total of 5,428,669 shares in the last 24 months. This volume of shares sold represents approximately $565.56M in transactions.


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Institutional ownership data for NYSE:JXN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/5/2026. New 13F filings are added each quarter as they're published.
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