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Jackson Financial (JXN) Institutional Ownership

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$133.30 -1.26 (-0.94%)
Closing price 03:59 PM Eastern
Extended Trading
$133.30 0.00 (0.00%)
As of 06:06 PM 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)
293
Total
Institutional Inflows
(last 12 months)
$916.39M
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$815.64M
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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
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%
7/10/2026 Handelsbanken Fonder AB20,700$2.12M0.0%+13.7%0.030%
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%
6/9/2026 Rathbones 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%
5/19/2026 Alexander Labrunerie & CO. Inc.32,138$3.40M1.3%-10.8%0.046%
5/19/2026Edgestream Partners L.P.103,446$10.94M0.4%+18.1%0.148%
5/19/2026Janus Henderson Group PLC484,713$51.29M0.0%+31.6%0.695%
5/19/2026Centaurus Financial Inc.9,633$1.02M0.0%-6.8%0.014%
5/19/2026Arkadios Wealth Advisors2,155$228K0.0%N/A0.003%
5/19/2026South Dakota Investment Council64,246$6.79M0.1%-17.7%0.092%
5/18/2026Amundi202,148$21.37M0.0%-16.6%0.290%
5/18/2026California State Teachers Retirement System80,710$8.53M0.0%+22.4%0.116%
5/18/2026Royal Bank of Canada150,840$15.95M0.0%+0.9%0.216%
5/18/2026Empowered Funds LLC2,968$314K0.0%+28.9%0.004%
5/18/2026Evelyn Partners Investment Management LLP1,780$188K0.0%-29.3%0.003%
5/16/2026The Manufacturers Life Insurance Company 32,303$3.42M0.0%-6.1%0.046%
5/16/2026Quantinno Capital Management LP34,871$3.69M0.0%+12.1%0.050%
5/16/2026Lazard Asset Management LLC53,153$5.62M0.0%-64.4%0.076%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund355,485$37.58M0.1%-7.0%0.510%
5/14/2026Renaissance Technologies LLC102,500$10.84M0.0%N/A0.147%
5/14/2026Arrowstreet Capital Limited Partnership819,848$86.67M0.0%-16.8%1.165%
5/14/2026Caxton Associates LLP57,713$6.10M0.1%-4.3%0.082%
5/14/2026Inceptionr LLC3,493$369K0.1%N/A0.005%
5/14/2026Sei Investments Co.252,839$26.73M0.0%+5.4%0.359%
5/14/2026Lido Advisors LLC1,907$202K0.0%N/A0.003%
5/14/2026 Walleye Capital LLC12,950$1.37M0.0%N/A0.018%
5/14/2026State of Wyoming2,663$282K0.0%-9.2%0.004%
5/13/2026Cetera Investment Advisers82,420$8.71M0.0%-3.4%0.117%
5/13/2026Measured Wealth Private Client Group LLC3,012$318K0.1%+28.4%0.004%
5/13/2026 Signature Equity Partners LLC360$38K0.0%N/A0.001%
5/13/2026NewEdge Wealth LLC10,535$1.11M0.0%-29.1%0.015%
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5/13/2026 First Citizens Bank & Trust Co.2,860$302K0.0%N/A0.004%
5/13/2026First Trust Advisors LP225,250$23.81M0.0%+31.2%0.320%
5/8/2026PNC Financial Services Group Inc.3,929$415K0.0%+5.3%0.006%
5/8/2026 Summit Global Investments12,280$1.30M0.1%+1.3%0.017%
5/7/2026Carson Advisory Inc.20,971$2.22M1.1%-5.7%0.030%
5/7/2026Meeder Asset Management Inc.27,683$2.93M0.2%+329.1%0.039%
5/7/2026Dimensional Fund Advisors LP4,060,350$429.24M0.1%+0.5%5.768%
5/7/2026 SEB Asset Management AB9,349$988K0.0%N/A0.013%
5/7/2026Swiss National Bank134,500$14.22M0.0%-2.1%0.191%
5/6/2026California Public Employees Retirement System137,390$14.53M0.0%+4.4%0.195%
5/6/2026Kera Capital Partners Inc.49,011$5.18M0.6%+0.9%0.070%
5/6/2026 Assetmark Inc.106,942$11.31M0.0%+6.6%0.152%
5/6/2026Bessemer Group Inc.97,010$10.26M0.0%+21.0%0.138%
5/6/2026Allspring Global Investments Holdings LLC89,324$9.36M0.0%-28.0%0.127%
5/5/2026Quartz Partners LLC3,866$409K0.2%N/A0.005%
5/5/2026Bank of New York Mellon Corp910,853$96.30M0.0%+2.8%1.294%
5/5/2026Illinois Municipal Retirement Fund35,358$3.74M0.0%-1.1%0.050%
5/5/2026 Harmony Asset Management LLC16,729$1.77M0.5%+9.1%0.024%
5/5/2026Geneos Wealth Management Inc.1,906$201K0.0%+7.4%0.003%
5/5/2026 Maryland State Retirement & Pension System10,340$1.09M0.0%+4.0%0.015%
5/5/2026Hillsdale Investment Management Inc.77,480$8.19M0.2%+4.0%0.110%
5/4/2026 Principal Financial Group Inc.344,040$36.37M0.0%+6.2%0.489%
5/4/2026Teachers Retirement System of The State of Kentucky16,991$1.80M0.0%-2.4%0.024%
5/2/2026 Global Assets Advisory LLC1,725$182K0.0%N/A0.002%
5/2/2026 International Assets Investment Management LLC12,443$1.30M0.0%-5.5%0.018%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,513$1.85M0.0%+4.1%0.025%
5/1/2026 Fifth Third Bancorp41,103$4.35M0.0%+15,469.3%0.058%
5/1/2026Candriam S.C.A.177,950$18.81M0.1%+31.5%0.253%
5/1/2026 Sequoia Financial Advisors LLC2,258$239K0.0%-45.0%0.003%
5/1/2026 ARGA Investment Management LP5,794$613K0.0%-50.8%0.008%
4/30/2026Hsbc Holdings PLC1,485,806$156.47M0.1%-4.2%2.111%
4/30/2026 Ibex Wealth Advisors199,723$21.12M2.0%+1.8%0.284%
4/30/2026 Kestra Advisory Services LLC35,593$3.76M0.0%+29.3%0.051%
4/30/2026 Oregon Public Employees Retirement Fund16,235$1.72M0.0%+4.5%0.023%
4/29/2026 Resonant Capital Advisors LLC3,847$407K0.0%N/A0.005%
4/28/2026DGS Capital Management LLC1,983$210K0.0%-8.7%0.003%
4/28/2026 LVZ Inc.6,727$711K0.1%+2.5%0.010%
4/28/2026 Praxis Investment Management Inc.4,108$434K0.0%-22.0%0.006%
4/27/2026Oxbow Advisors LLC15,405$1.63M0.1%-3.0%0.022%
4/27/2026 HB Wealth Management LLC2,487$263K0.0%+25.2%0.004%
4/27/2026Baer Investment Advisory LLC2,569$272K0.0%N/A0.004%
4/27/2026World Investment Advisors10,239$1.08M0.0%+2.8%0.015%
4/27/2026 New York State Teachers Retirement System43,798$4.63M0.0%-16.6%0.062%
4/27/2026 Private Advisor Group LLC10,320$1.09M0.0%-27.1%0.015%
4/27/2026 Y Intercept Hong Kong Ltd19,841$2.10M0.0%-46.9%0.028%
4/27/2026 Leonteq Securities AG5,000$529K0.0%-6.9%0.007%
4/25/2026 Strs Ohio6,900$729K0.0%-6.8%0.010%
4/24/2026 Root Financial Partners LLC401$42K0.0%+46.4%0.001%
4/23/2026Asset Allocation Strategies LLC21,835$2.31M0.4%-1.9%0.031%
4/22/2026 Patriot Financial Group Insurance Agency LLC10,408$1.10M0.1%+119.2%0.015%
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4/22/2026 Janney Montgomery Scott LLC54,910$5.81M0.0%-4.7%0.078%
4/22/2026 Pictet Asset Management Holding SA10,803$1.14M0.0%+4.3%0.015%
4/22/2026 Sterling Capital Management LLC10,119$1.07M0.0%-38.4%0.014%
4/21/2026 Poehling Capital Management INC.46,610$4.93M1.0%-1.5%0.066%
4/21/2026 Louisiana State Employees Retirement System31,400$3.32M0.1%N/A0.045%
4/20/2026 Kestra Private Wealth Services LLC9,945$1.05M0.0%-5.2%0.014%
4/20/2026Ritholtz Wealth Management13,830$1.46M0.0%-2.1%0.020%
4/20/2026 RFG Advisory LLC13,907$1.47M0.0%-24.7%0.020%
4/20/2026 Fifth Third Wealth Advisors LLC2,405$254K0.0%+5.5%0.003%
4/20/2026 Assenagon Asset Management S.A.5,493$581K0.0%-58.1%0.008%


JXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 507 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), Donald Smith & CO. Inc. ($208.44M), Geode Capital Management LLC ($183.50M), 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 437 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), International Assets Investment Management LLC ($935.22K), Bank of New York Mellon Corp ($888.72K), Assenagon Asset Management S.A. ($848.51K), LSV Asset Management ($793.01K), Acadian Asset Management LLC ($744.36K), and Millennium Management LLC ($683.82K).

Institutional investors have bought a total of 9,123,029 shares in the last 24 months. This purchase volume represents approximately $916.39M in transactions.

Of the 227 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 ($1.15M), Vanguard Group Inc. ($657.13K), Hsbc Holdings PLC ($449.16K), Invesco Ltd. ($432.91K), Goldman Sachs Group Inc. ($315.13K), Arrowstreet Capital Limited Partnership ($296.92K), and HRT Financial LP ($274.79K).

Institutional investors have sold a total of 8,165,796 shares in the last 24 months. This volume of shares sold represents approximately $815.64M 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 8/6/2026. New 13F filings are added each quarter as they're published.
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