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Jackson Financial (JXN) Institutional Ownership

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$89.33 +0.41 (+0.46%)
As of 09:53 AM Eastern
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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)
280
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$865.58M
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JXN Institutional Buying and Selling by Quarter

Jackson Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025KBC Group NV2,116$188K0.0%-36.3%0.003%
8/8/2025Mitsubishi UFJ Trust & Banking Corp102,942$9.14M0.0%+13.7%0.144%
8/7/2025Samalin Investment Counsel LLC5,266$468K0.2%+9.7%0.007%
8/7/2025Ibex Wealth Advisors195,772$17.38M1.9%+2.7%0.274%
8/7/2025Vise Technologies Inc.4,934$438K0.0%N/A0.007%
8/7/2025Illinois Municipal Retirement Fund67,359$5.98M0.1%+1.2%0.094%
8/7/2025ProShare Advisors LLC16,013$1.42M0.0%-7.1%0.022%
8/7/2025Profund Advisors LLC4,389$390K0.0%-7.2%0.006%
8/7/2025Acadian Asset Management LLC1,359,477$120.69M0.2%+1.5%1.903%
8/7/2025CSM Advisors LLC58,107$5.16M0.2%N/A0.081%
8/7/2025Rathbones Group PLC27,877$2.48M0.0%-0.5%0.039%
8/7/2025Campbell & CO Investment Adviser LLC6,844$608K0.0%N/A0.010%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.438$39K0.0%+111.6%0.001%
8/6/2025Summit Investment Advisors Inc.7,399$620K0.5%-3.5%0.010%
8/6/2025 Fox Run Management L.L.C.6,244$554K0.1%-67.9%0.009%
8/6/2025 Innealta Capital LLC3,785$336K0.2%+49.8%0.005%
8/6/2025 Savant Capital LLC7,089$629K0.0%+71.4%0.010%
8/5/2025 Bank of New York Mellon Corp684,657$60.79M0.0%-1.6%0.958%
8/5/2025 Bank of Montreal Can12,857$1.14M0.0%+1.1%0.018%
8/5/2025 South Dakota Investment Council96,122$8.54M0.2%+706.7%0.135%
8/5/2025 Carson Advisory Inc.27,930$2.48M1.6%-1.2%0.039%
8/5/2025 Versor Investments LP7,775$690K0.1%-47.9%0.011%
8/4/2025 Amalgamated Bank20,400$1.81M0.0%-3.0%0.029%
8/4/2025 Atria Investments Inc8,617$765K0.0%+15.3%0.012%
8/4/2025 Assetmark Inc.88,886$7.89M0.0%-1.4%0.124%
8/4/2025 Hantz Financial Services Inc.558$50K0.0%+62.7%0.001%
8/4/2025 Evergreen Wealth Management LLC8,298$737K0.4%N/A0.012%
8/1/2025 New York Life Investment Management LLC7,533$669K0.0%-3.9%0.011%
8/1/2025 Alexander Labrunerie & CO. Inc.36,394$3.23M1.3%-1.3%0.051%
8/1/2025 Teacher Retirement System of Texas184,485$16.38M0.1%+188.6%0.258%
8/1/2025 Y Intercept Hong Kong Ltd34,918$3.10M0.1%N/A0.049%
8/1/2025 Wesleyan Assurance Society62,400$5.54M0.4%-30.2%0.087%
8/1/2025 MorganRosel Wealth Management LLC7,261$645K0.2%-52.2%0.010%
8/1/2025 Envestnet Asset Management Inc.21,083$1.87M0.0%+10.7%0.030%
7/31/2025 Nisa Investment Advisors LLC108,374$9.62M0.0%-0.1%0.152%
7/31/2025 Linden Thomas Advisory Services LLC33,792$3M0.3%-1.0%0.047%
7/31/2025 AlphaQuest LLC22,552$2.00M0.2%+815.6%0.032%
7/31/2025 Asset Management One Co. Ltd.5,468$486K0.0%-72.5%0.008%
7/31/2025 R Squared Ltd3,471$308K0.2%N/A0.005%
7/30/2025 Forum Financial Management LP2,816$250K0.0%-18.5%0.004%
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7/30/2025 Ethic Inc.4,798$429K0.0%-11.7%0.007%
7/30/2025 Denali Advisors LLC69,446$6.17M0.6%+0.4%0.097%
7/30/2025 DekaBank Deutsche Girozentrale107,791$9.59M0.0%-1.1%0.151%
7/29/2025 Forvis Mazars Wealth Advisors LLC2,328$207K0.0%N/A0.003%
7/29/2025 International Assets Investment Management LLC12,984$1.15M0.1%+10.7%0.018%
7/29/2025 Mutual of America Capital Management LLC9,177$815K0.0%-14.7%0.013%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al35,645$3.17M0.0%N/A0.050%
7/29/2025 Huntleigh Advisors Inc.51,804$4.60M0.9%-1.8%0.073%
7/29/2025 Easterly Investment Partners LLC239,982$21.31M1.5%+19.7%0.336%
7/29/2025 Stratos Wealth Partners LTD.4,351$386K0.0%-56.5%0.006%
7/29/2025 Oxbow Advisors LLC18,068$1.60M0.2%-6.8%0.025%
7/28/2025 Allianz Asset Management GmbH587,072$52.13M0.1%-20.6%0.822%
7/28/2025 New York State Teachers Retirement System48,271$4.29M0.0%-0.9%0.068%
7/28/2025 Ritholtz Wealth Management19,258$1.71M0.0%-12.9%0.027%
7/28/2025 RFG Advisory LLC19,376$1.72M0.0%+14.5%0.027%
7/28/2025 Axxcess Wealth Management LLC12,441$1.11M0.0%-2.8%0.017%
7/25/2025 Atria Wealth Solutions Inc.10,615$943K0.0%-26.3%0.015%
7/25/2025 Sequoia Financial Advisors LLC2,348$209K0.0%N/A0.003%
7/25/2025 Vest Financial LLC119,499$10.61M0.2%-1.3%0.167%
7/25/2025 Yousif Capital Management LLC28,690$2.55M0.0%-2.0%0.040%
7/25/2025 Allspring Global Investments Holdings LLC99,718$8.90M0.0%-5.1%0.140%
7/25/2025 CWM LLC2,762$245K0.0%+39.8%0.004%
7/25/2025 Fifth Third Wealth Advisors LLC2,279$202K0.0%N/A0.003%
7/24/2025 IFP Advisors Inc2,262$201K0.0%-14.7%0.003%
7/23/2025 Maryland State Retirement & Pension System20,995$1.86M0.0%-2.7%0.029%
7/23/2025 Louisiana State Employees Retirement System33,400$2.97M0.1%-4.0%0.047%
7/23/2025 KLP Kapitalforvaltning AS20,500$1.82M0.0%-1.9%0.029%
7/23/2025 Tcfg Wealth Management LLC4,356$387K0.2%+3.5%0.006%
7/22/2025 Wealthcare Advisory Partners LLC12,400$1.10M0.0%-12.0%0.017%
7/21/2025 QRG Capital Management Inc.6,507$578K0.0%-10.5%0.009%
7/21/2025 Patriot Financial Group Insurance Agency LLC4,981$442K0.1%+27.9%0.007%
7/18/2025 CHURCHILL MANAGEMENT Corp156,137$13.86M0.2%-1.1%0.219%
7/18/2025 Naples Global Advisors LLC38,906$3.45M0.3%-1.4%0.054%
7/18/2025 Robeco Institutional Asset Management B.V.82,163$7.30M0.0%+12.1%0.115%
7/18/2025 PFG Investments LLC2,433$216K0.0%N/A0.003%
7/17/2025 Janney Montgomery Scott LLC54,447$4.83M0.0%+1.9%0.076%
7/17/2025 Sound Income Strategies LLC505$45K0.0%+1,342.9%0.001%
7/16/2025 Paragon Capital Management Ltd2,670$237K0.0%-24.6%0.004%
7/16/2025 Kendall Capital Management41,850$3.72M1.0%-13.1%0.059%
7/16/2025 State of Alaska Department of Revenue42,530$3.78M0.0%+3.9%0.060%
7/15/2025 Public Employees Retirement System of Ohio1,669$148K0.0%-80.6%0.002%
7/15/2025 Fifth Third Bancorp1,661$147K0.0%-6.8%0.002%
7/15/2025 Eaton Financial Holdings Company LLC16,158$1.44M0.4%N/A0.023%
7/14/2025 Counterpoint Mutual Funds LLC8,207$729K0.1%N/A0.011%
7/14/2025 GAMMA Investing LLC2,287$203K0.0%+8.5%0.003%
7/14/2025 Park Avenue Securities LLC3,931$349K0.0%+37.9%0.006%
7/11/2025 Farther Finance Advisors LLC5,946$528K0.0%+25.2%0.008%
7/11/2025 Wedge Capital Management L L P NC411,217$36.51M0.7%+2.4%0.576%
7/11/2025 Silver Oak Securities Incorporated3,697$328K0.0%+6.2%0.005%
7/11/2025 Assenagon Asset Management S.A.251,289$22.31M0.0%-71.3%0.352%
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7/10/2025 Exchange Traded Concepts LLC22,491$2.00M0.0%-1.6%0.031%
7/10/2025 Wealth Enhancement Advisory Services LLC8,440$751K0.0%+82.1%0.012%
7/10/2025 Focus Financial Network Inc.3,791$337K0.0%+9.5%0.005%
7/9/2025 Pallas Capital Advisors LLC2,423$215K0.0%N/A0.003%
7/9/2025 Triumph Capital Management3,990$354K0.1%+3.6%0.006%
7/1/2025 Kera Capital Partners Inc.42,909$3.81M0.8%+3.2%0.060%
6/18/2025Voya Investment Management LLC24,538$2.06M0.0%-3.5%0.034%
6/3/2025Invst LLC7,669$643K0.1%N/A0.011%
5/28/2025 Strs Ohio8,500$712K0.0%N/A0.012%
5/21/2025Acadian Asset Management LLC1,339,265$112.18M0.3%-4.7%1.844%
(Data available from 1/1/2016 forward)

JXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JXN shares?

During the previous two years, 430 institutional investors and hedge funds held shares of Jackson Financial. The most heavily invested institutionals were Vanguard Group Inc. ($784.57M), First Trust Advisors LP ($360.04M), Dimensional Fund Advisors LP ($346.02M), State Street Corp ($298.05M), Geode Capital Management LLC ($188.52M), Hsbc Holdings PLC ($164.25M), and Price T Rowe Associates Inc. MD ($163.17M).Learn more on Jackson Financial's institutional investors.

What percentage of Jackson Financial's stock is owned by institutional investors?

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

Which institutional investors have been buying Jackson Financial's stock?

Of the 369 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: Hsbc Holdings PLC ($3.23M), Norges Bank ($2.13M), Vanguard Group Inc. ($1.52M), International Assets Investment Management LLC ($1.44M), Donald Smith & CO. Inc. ($1.43M), Dimensional Fund Advisors LP ($1.26M), and Charles Schwab Investment Management Inc. ($884.69K).

How much institutional buying is happening at Jackson Financial?

Institutional investors have bought a total of 13,183,979 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

Which of Jackson Financial's major shareholders have been selling company stock?

Of the 201 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: International Assets Investment Management LLC ($932K), Donald Smith & CO. Inc. ($819.19K), Hsbc Holdings PLC ($629.87K), Assenagon Asset Management S.A. ($624.51K), Vanguard Group Inc. ($624.45K), Jacobs Levy Equity Management Inc. ($525.91K), and Goldman Sachs Group Inc. ($520.40K).

How much institutional selling is happening at Jackson Financial?

Institutional investors have sold a total of 10,162,036 shares in the last 24 months. This volume of shares sold represents approximately $865.58M in transactions.



This page (NYSE:JXN) was last updated on 8/8/2025 by MarketBeat.com Staff
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