JACKSON FINANCIAL INC (JXN)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
469
Reporting holders
$6.3B
Reported value
90.0%
Of shares outstanding
1.5%
Held as options
-7
Holder change
Institutions report 60,934,644 shares against 67,728,744 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $696.3M | 6,800,653 | 0.01% | 8q | -1.5%-$10.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $557.6M | 5,446,195 | 0.03% | 2q | HELD |
| TPG GP A, LLC | $482.8M | 4,715,554 | 9.65% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $421.6M | 4,117,157 | 0.08% | 20q | +1.4%+$5.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $321.1M | 3,136,509 | 0.01% | 2q | -0.6%-$1.8M |
| STATE STREET CORP | $304.3M | 2,972,127 | 0.01% | 20q | +1.4%+$4.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $246.2M | 2,297,678 | 0.01% | 20q | +5.3%+$12.4M |
| DONALD SMITH & CO., INC. | $183.2M | 1,789,104 | 3.24% | 19q | -5.5%-$10.6M |
| HSBC HOLDINGS PLC | $182.2M | 1,749,644 | 0.08% | 13q | +17.8%+$27.5M |
| GOLDMAN SACHS GROUP INC | $155.6M | 1,519,396 | 0.01% | 20q | -6.5%-$10.8M |
| AMERICAN CENTURY COMPANIES INC | $149.2M | 1,457,597 | 0.07% | 17q | -4.5%-$7.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $104.2M | 1,018,101 | 0.01% | 20q | -4.4%-$4.8M |
| Sixth Street Partners Management Company, L.P. | $104.2M | 1,018,101 | 0.01% | new | NEW |
| MORGAN STANLEY | $104.2M | 1,018,067 | 0.01% | 20q | HELD |
| FEDERATED HERMES, INC. | $102.9M | 1,004,572 | 0.15% | 17q | -7.5%-$8.3M |
| NORGES BANK | $102.2M | 998,581 | 0.01% | 18q | -18.0%-$22.4M |
| NORTHERN TRUST CORP | $92.0M | 898,102 | 0.01% | 20q | +3.8%+$3.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $85.2M | 831,745 | 0.04% | 11q | +1.5%+$1.2M |
| VICTORY CAPITAL MANAGEMENT INC | $68.5M | 668,999 | 0.04% | 19q | HELD |
| Bank of New York Mellon Corp | $66.6M | 650,839 | 0.01% | 20q | -28.5%-$26.6M |
| QVT Financial LP | $63.1M | options only | 3.71% | new | OPTIONS |
| Public Sector Pension Investment Board | $57.0M | 556,990 | 0.07% | 12q | +87.0%+$26.5M |
| Qube Research & Technologies Ltd | $56.4M | 550,901 | 0.05% | 10q | +45.3%+$17.6M |
| Balyasny Asset Management L.P. | $52.2M | 509,715 | 0.07% | 2q | +233.7%+$36.5M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $47.6M | 465,318 | 0.17% | 17q | -1.4%-$684.7K |
| VANGUARD FIDUCIARY TRUST CO | $47.1M | 460,439 | 0.01% | 2q | +0.9%+$405.2K |
| Nuveen, LLC | $46.6M | 454,641 | 0.01% | 6q | +5.2%+$2.3M |
| ALGERT GLOBAL LLC | $37.5M | 366,243 | 0.44% | 11q | -9.9%-$4.1M |
| JPMORGAN CHASE & CO | $36.5M | 344,506 | 0.00% | 20q | -29.7%-$15.4M |
| PRINCIPAL FINANCIAL GROUP INC | $34.5M | 336,994 | 0.02% | 17q | -2.0%-$721.4K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $31.8M | 310,357 | 0.52% | 8q | +6.4%+$1.9M |
| CITADEL ADVISORS LLC | $31.2M | 270,582 | 0.00% | 20q | +731.7%+$27.5M |
| AQR CAPITAL MANAGEMENT LLC | $30.1M | 293,763 | 0.01% | 16q | -4.2%-$1.3M |
| CITIGROUP INC | $30.0M | 292,994 | 0.01% | 20q | +66.7%+$12.0M |
| TWO SIGMA INVESTMENTS, LP | $29.4M | 287,598 | 0.02% | 6q | +46.0%+$9.3M |
| Invesco Ltd. | $29.1M | 284,626 | 0.00% | 18q | -12.1%-$4.0M |
| Russell Investments Group, Ltd. | $29.0M | 280,925 | 0.03% | 17q | +24.9%+$5.8M |
| JANE STREET GROUP, LLC | $28.9M | 238,231 | 0.00% | 20q | +164.5%+$18.0M |
| BANK OF AMERICA CORP /DE/ | $27.9M | 272,954 | 0.00% | 20q | -16.1%-$5.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.5M | 39,249 | 0.00% | 20q | +61.8%+$10.5M |
| WELLS FARGO & COMPANY/MN | $27.2M | 265,380 | 0.00% | 20q | -31.3%-$12.4M |
| RENAISSANCE TECHNOLOGIES LLC | $26.7M | 260,300 | 0.04% | 2q | +154.0%+$16.2M |
| EASTERLY INVESTMENT PARTNERS LLC | $26.1M | 255,302 | 1.33% | 13q | +21.9%+$4.7M |
| SEI INVESTMENTS CO | $25.5M | 248,943 | 0.02% | 18q | -1.5%-$398.9K |
| RAYMOND JAMES FINANCIAL INC | $25.4M | 248,377 | 0.01% | 7q | -6.9%-$1.9M |
| TUDOR INVESTMENT CORP ET AL | $24.7M | 236,461 | 0.03% | 8q | +13.9%+$3.0M |
| Four Tree Island Advisory LLC | $24.3M | 237,465 | 8.02% | 7q | +2.4%+$575.7K |
| LPL Financial LLC | $24.2M | 230,768 | 0.01% | 17q | +14.0%+$3.0M |
| UBS Group AG | $24.0M | 233,916 | 0.00% | 20q | +324.9%+$18.3M |
| Point72 Asset Management, L.P. | $23.5M | 229,468 | 0.03% | 4q | +227.1%+$16.3M |
| IBEX WEALTH ADVISORS | $20.6M | 201,391 | 1.62% | 7q | +0.8%+$170.8K |
| FIRST TRUST ADVISORS LP | $19.6M | 191,083 | 0.01% | 17q | -15.2%-$3.5M |
| KENNEDY CAPITAL MANAGEMENT LLC | $19.0M | 185,657 | 0.34% | 4q | -2.0%-$397.1K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $18.9M | 185,000 | 0.03% | 10q | -48.0%-$17.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $18.8M | 183,291 | 0.00% | 19q | +9.0%+$1.6M |
| RHUMBLINE ADVISERS | $18.5M | 180,942 | 0.01% | 17q | -13.5%-$2.9M |
| Squarepoint Ops LLC | $17.1M | 166,794 | 0.02% | 3q | +96.6%+$8.4M |
| Allianz Asset Management GmbH | $16.7M | 159,998 | 0.01% | 15q | -26.1%-$5.9M |
| AMERIPRISE FINANCIAL INC | $16.7M | 163,118 | 0.00% | 20q | -53.1%-$18.9M |
| Focus Partners Wealth | $16.3M | 159,019 | 0.02% | 4q | HELD |
| Legal & General Group Plc | $16.1M | 157,171 | 0.00% | 20q | -3.8%-$644.1K |
| ROYAL BANK OF CANADA | $15.1M | 147,744 | 0.00% | 20q | -2.1%-$317.0K |
| California Public Employees Retirement System | $13.8M | 134,907 | 0.01% | 19q | -1.8%-$254.2K |
| Swiss National Bank | $13.0M | 127,200 | 0.01% | 17q | -5.4%-$747.4K |
| ASSETMARK, INC | $12.3M | 120,518 | 0.02% | 11q | +12.7%+$1.4M |
| Gator Capital Management, LLC | $11.7M | 113,795 | 2.44% | 19q | +7.4%+$801.7K |
| Amundi | $10.6M | 103,850 | 0.00% | 11q | -48.6%-$10.1M |
| Cambria Investment Management, L.P. | $10.0M | 97,878 | 0.50% | 11q | +5.6%+$533.0K |
| FRANKLIN RESOURCES INC | $10.0M | 97,773 | 0.00% | 16q | -9.9%-$1.1M |
| ALLIANCEBERNSTEIN L.P. | $9.7M | 91,331 | 0.00% | 19q | -33.0%-$4.7M |
| Man Group plc | $9.3M | 91,317 | 0.01% | 17q | +286.5%+$6.9M |
| PRUDENTIAL FINANCIAL INC | $9.2M | 89,916 | 0.01% | 17q | -45.0%-$7.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $8.6M | 84,326 | 0.01% | 7q | -2.7%-$237.7K |
| Hillsdale Investment Management Inc. | $8.6M | 83,770 | 0.20% | 8q | +8.1%+$644.0K |
| Cetera Investment Advisers | $8.5M | 83,293 | 0.01% | 10q | +1.1%+$89.4K |
| Mitsubishi UFJ Trust & Banking Corp | $8.5M | 83,167 | 0.02% | 17q | -35.4%-$4.7M |
| Allspring Global Investments Holdings, LLC | $8.3M | 79,007 | 0.01% | 19q | -11.6%-$1.1M |
| Miller Value Partners, LLC | $8.2M | 80,142 | 1.94% | 19q | -0.7%-$55.1K |
| Robeco Institutional Asset Management B.V. | $7.5M | 72,933 | 0.01% | 20q | -4.6%-$356.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 72,638 | 0.01% | 19q | -7.0%-$559.5K |
| DEUTSCHE BANK AG\ | $7.1M | 69,023 | 0.00% | 20q | +17.9%+$1.1M |
| Bridgewater Associates, LP | $7.1M | 68,945 | 0.03% | 4q | -21.7%-$2.0M |
| CAPITAL FUND MANAGEMENT S.A. | $6.8M | 65,959 | 0.03% | 6q | +6.8%+$429.0K |
| Beacon Pointe Advisors, LLC | $6.6M | 64,559 | 0.03% | 12q | HELD |
| Louisiana State Employees Retirement System | $6.5M | 62,000 | 0.05% | 12q | +97.5%+$3.2M |
| MARTINGALE ASSET MANAGEMENT L P | $6.3M | 61,178 | 0.15% | 17q | -1.4%-$89.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.3M | 61,121 | 0.00% | 2q | -1.7%-$105.8K |
| Huntleigh Advisors, Inc. | $6.1M | 59,460 | 0.85% | 7q | +3.2%+$186.6K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $6.0M | 59,069 | 0.00% | 15q | -12.7%-$883.6K |
| CAXTON ASSOCIATES LLP | $6.0M | 59,053 | 0.11% | 6q | +2.3%+$137.2K |
| RWC Asset Management LLP | $6.0M | 58,510 | 0.23% | 10q | +9.9%+$541.5K |
| XTX Topco Ltd | $5.9M | 57,208 | 0.08% | 6q | +14.0%+$720.4K |
| OSAIC HOLDINGS, INC. | $5.5M | 53,874 | 0.01% | 20q | +6.4%+$331.3K |
| Kera Capital Partners, Inc. | $5.3M | 51,952 | 0.51% | 7q | +6.0%+$301.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $5.2M | 50,956 | 0.05% | 8q | +14.2%+$650.4K |
| ENVESTNET ASSET MANAGEMENT INC | $5.0M | 48,430 | 0.00% | 16q | +75.9%+$2.1M |
| Susquehanna Portfolio Strategies, LLC | $4.9M | 47,759 | 0.08% | 5q | -58.2%-$6.8M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.8M | 47,316 | 0.02% | 15q | -2.1%-$103.6K |
| D. E. Shaw & Co., Inc. | $4.8M | 47,301 | 0.00% | 5q | -48.1%-$4.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $4.6M | 45,132 | 0.01% | 17q | +7.7%+$329.5K |
Showing the largest 100 of 505 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 469 | $6.3B | 60,934,644 | 49 | 161 | 169 | 1.5% |
| Q1 2026 | 476 | $6.3B | 59,601,565 | 51 | 165 | 164 | 0.7% |
| Q4 2025 | 477 | $6.2B | 58,207,226 | 54 | 150 | 161 | 0.7% |
| Q3 2025 | 437 | $5.8B | 56,561,878 | 62 | 129 | 160 | 1.0% |
| Q2 2025 | 415 | $5.4B | 59,911,861 | 52 | 134 | 160 | 1.1% |
| Q1 2025 | 408 | $5.3B | 62,047,422 | 52 | 127 | 150 | 1.3% |
| Q4 2024 | 393 | $5.7B | 65,042,131 | 43 | 121 | 143 | 1.2% |
| Q3 2024 | 366 | $5.9B | 64,420,093 | 57 | 104 | 131 | 1.1% |
| Q2 2024 | 343 | $4.7B | 63,214,663 | 44 | 110 | 136 | 0.7% |
| Q1 2024 | 324 | $4.5B | 67,891,013 | 55 | 86 | 121 | 0.8% |
| Q4 2023 | 300 | $3.4B | 66,619,954 | 50 | 84 | 104 | 1.2% |
| Q3 2023 | 256 | $2.6B | 66,161,456 | 44 | 94 | 73 | 1.7% |
| Q2 2023 | 240 | $1.8B | 59,286,021 | 32 | 108 | 63 | 1.4% |
| Q1 2023 | 244 | $2.1B | 56,790,639 | 36 | 103 | 68 | 1.0% |
| Q4 2022 | 223 | $1.8B | 52,162,514 | 54 | 71 | 71 | 0.7% |
| Q3 2022 | 227 | $1.9B | 68,619,905 | 48 | 85 | 54 | 0.6% |
| Q2 2022 | 207 | $1.8B | 65,299,155 | 63 | 80 | 36 | 0.8% |
| Q1 2022 | 196 | $2.4B | 53,791,265 | 44 | 50 | 63 | 0.5% |
| Q4 2021 | 198 | $3.0B | 71,114,737 | 60 | 35 | 70 | 0.5% |
| Q3 2021 | 217 | $1.5B | 56,287,090 | 216 | 0 | 0 | 0.0% |