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Jackson Financial (JXN) Institutional Ownership

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$133.30 +1.67 (+1.27%)
As of 08/26/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Jackson Financial (NYSE:JXN)

Current
Institutional Ownership
Percentage
89.96%
Number of
Institutional Buyers
(last 12 months)
272
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$632.92M
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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
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al38,045$3.90M0.0%N/A0.056%
8/24/2026 California State Teachers Retirement System7,427,063$760.46M0.0%+9,102.2%10.966%
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%
8/21/2026 Continuum Advisory LLC575$59K0.0%N/A0.001%
8/21/2026 Nykredit A S2,603$267K0.0%N/A0.004%
8/20/2026 Strategic Advisors LLC11,900$1.22M0.2%-0.8%0.018%
8/20/2026 BTG Pactual Asset Management US LLC3,771$386K0.0%+85.7%0.006%
8/20/2026 Ancora Advisors LLC40,923$4.19M0.1%-8.9%0.060%
8/18/2026 Public Employees Retirement System of Ohio1,552$159K0.0%N/A0.002%
8/14/2026 Ancora Advisors LLC40,923$4.19M0.1%N/A0.060%
8/11/2026 Donald Smith & CO. Inc.1,789,104$183.19M3.2%N/A2.642%
8/10/2026 Great Lakes Advisors LLC2,466$252K0.0%N/A0.004%
8/6/2026 Bank 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%
6/18/2026 Pacer 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%
5/22/2026 Segall Bryant & Hamill LLC57,752$6.11M0.1%-3.9%0.083%
5/19/2026 Western Wealth Management LLC735$78K0.0%N/A0.001%
5/19/2026 Bank 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%
5/19/2026 Edgestream 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%
5/19/2026 Centaurus Financial Inc.9,633$1.02M0.0%-6.8%0.014%
5/19/2026 Arkadios Wealth Advisors2,155$228K0.0%N/A0.003%
5/19/2026 South Dakota Investment Council64,246$6.79M0.1%-17.7%0.092%
5/18/2026 Amundi202,148$21.37M0.0%-16.6%0.290%
5/18/2026 California State Teachers Retirement System80,710$8.53M0.0%+22.4%0.116%
5/18/2026 Royal Bank of Canada150,840$15.95M0.0%+0.9%0.216%
5/18/2026 Empowered Funds LLC2,968$314K0.0%+28.9%0.004%
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5/18/2026Evelyn Partners Investment Management LLP1,780$188K0.0%-29.3%0.003%
5/16/2026 The Manufacturers Life Insurance Company32,303$3.42M0.0%-6.1%0.046%
5/16/2026 Quantinno Capital Management LP34,871$3.69M0.0%+12.1%0.050%
5/16/2026 Lazard Asset Management LLC53,153$5.62M0.0%-64.4%0.076%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund355,485$37.58M0.1%-7.0%0.510%
5/14/2026 Renaissance Technologies LLC102,500$10.84M0.0%N/A0.147%
5/14/2026 Arrowstreet Capital Limited Partnership819,848$86.67M0.0%-16.8%1.165%
5/14/2026 Caxton Associates LLP57,713$6.10M0.1%-4.3%0.082%
5/14/2026 Inceptionr LLC3,493$369K0.1%N/A0.005%
5/14/2026 Sei Investments Co.252,839$26.73M0.0%+5.4%0.359%
5/14/2026 Lido Advisors LLC1,907$202K0.0%N/A0.003%
5/14/2026 Walleye Capital LLC12,950$1.37M0.0%N/A0.018%
5/14/2026 State of Wyoming2,663$282K0.0%-9.2%0.004%
5/13/2026 Cetera Investment Advisers82,420$8.71M0.0%-3.4%0.117%
5/13/2026 Measured Wealth Private Client Group LLC3,012$318K0.1%+28.4%0.004%
5/13/2026 Signature Equity Partners LLC360$38K0.0%N/A0.001%
5/13/2026 NewEdge Wealth LLC10,535$1.11M0.0%-29.1%0.015%
5/13/2026 First Citizens Bank & Trust Co.2,860$302K0.0%N/A0.004%
5/13/2026 First Trust Advisors LP225,250$23.81M0.0%+31.2%0.320%
5/8/2026 PNC 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%
5/7/2026 Carson Advisory Inc.20,971$2.22M1.1%-5.7%0.030%
5/7/2026 Meeder Asset Management Inc.27,683$2.93M0.2%+329.1%0.039%
5/7/2026 Dimensional 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%
5/7/2026 Swiss National Bank134,500$14.22M0.0%-2.1%0.191%
5/6/2026 California Public Employees Retirement System137,390$14.53M0.0%+4.4%0.195%
5/6/2026 Kera 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%
5/6/2026 Bessemer Group Inc.97,010$10.26M0.0%+21.0%0.138%
5/6/2026 Allspring Global Investments Holdings LLC89,324$9.36M0.0%-28.0%0.127%
5/5/2026 Quartz Partners LLC3,866$409K0.2%N/A0.005%
5/5/2026 Bank of New York Mellon Corp910,853$96.30M0.0%+2.8%1.294%
5/5/2026 Illinois 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%
5/5/2026 Geneos 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%
5/5/2026 Hillsdale 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%
5/4/2026 Teachers 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%
5/1/2026 Candriam 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%
4/30/2026 Hsbc 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%
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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%
4/27/2026 Oxbow Advisors LLC15,405$1.63M0.1%-3.0%0.022%
4/27/2026 HB Wealth Management LLC2,487$263K0.0%+25.2%0.004%
4/27/2026 Baer Investment Advisory LLC2,569$272K0.0%N/A0.004%
4/27/2026 World 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%


JXN Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 institutional investors and hedge funds held shares of Jackson Financial. The most heavily invested institutionals were Vanguard Group Inc. ($965.08M), California State Teachers Retirement System ($760.46M), Dimensional Fund Advisors LP ($429.24M), State Street Corp ($310.39M), Geode Capital Management LLC ($183.50M), Donald Smith & CO. Inc. ($183.19M), and Goldman Sachs Group Inc. ($158.05M).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: California State Teachers Retirement System ($7.36M), Norges Bank ($3.50M), Donald Smith & CO. Inc. ($1.93M), International Assets Investment Management LLC ($935.22K), Bank of New York Mellon Corp ($888.72K), Assenagon Asset Management S.A. ($848.51K), and Millennium Management LLC ($683.82K).

Institutional investors have bought a total of 16,007,025 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

Of the 202 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), Assenagon Asset Management S.A. ($245.80K), and Millennium Management LLC ($206.86K).

Institutional investors have sold a total of 6,106,731 shares in the last 24 months. This volume of shares sold represents approximately $632.92M in transactions.



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 8/25/2026. New 13F filings are added each quarter as they're published.
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