Jackson Financial Inc. (jxn V8 Perp)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders
0new positions
0sold out
$26.00avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Jackson Financial Inc. (jxn V8 Perp) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Shikiar Asset Management Inc. ($2.6M), Lanark Financial, Inc. ($78K) and Pinnacle Holdings, LLC ($57K).
- Company
- Jackson Financial Inc. (jxn V8 Perp)
- CUSIP
- 46817M206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 45,200 shares bought and 250 shares sold, net +44,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Shikiar Asset Management Inc. | — | Add +84.8% | 98,500 | $2.6M |
| Lanark Financial, Inc. | — | No change | 3,000 | $78K |
| Pinnacle Holdings, LLC | — | No change | 2,200 | $57K |
| West Oak Capital, LLC | — | Reduce -55.6% | 200 | $202 |
"% of holder's portfolio" is JACKSON FINANCIAL INC (JXN V8 PERP)'s weight in each manager's 13F, not the share of Jackson Financial Inc. (jxn V8 Perp) the manager owns.