Jackson Financial Inc. Class AJXN

13F holders, Q1 2024 (March 31)
367holders
7famous investors
$66.10avg. 13F price*

At the end of Q1 2024, 367 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings. The largest holders were Vanguard Group Inc. ($695.5M), BlackRock Inc. ($500.7M) and Dimensional Fund Advisors LP ($284.9M). 7 famous investors held it, including Bill Miller (7.0% of Miller Value Partners's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Jackson Financial Inc. Class A
CUSIP
46817M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 367Q1 2024Q2 2024: 384Q2 2024Q3 2024: 410Q3 2024Q4 2024: 439Q4 2024Q1 2025: 455Q1 2025Q2 2025: 460Q2 2025Q3 2025: 479Q3 2025Q4 2025: 515Q4 2025Q1 2026: 517Q1 2026Q2 2026: 506Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions56$91.7M
Exits34$198.3M

Ownership 367 holders

Vanguard Group Inc. 0.01% Reduce -1.3% 10,515,435 $695.5M
BlackRock Inc. 0.01% Reduce -0.8% 7,569,965 $500.7M
Dimensional Fund Advisors LP 0.08% Add +3.2% 4,307,737 $284.9M
First Trust Advisors LP 0.28% Add +549.9% 4,100,761 $271.2M
State Street Corp. 0.01% Reduce -7.0% 3,381,821 $223.7M
HSBC Holdings PLC 0.12% Reduce -1.6% 2,580,583 $170.7M
T. Rowe Price Associates Inc. 0.02% Reduce -20.3% 2,466,990 $163.2M
Donald Smith & Co., Inc. 3.65% Add +20.1% 2,376,476 $157.2M
Geode Capital Management, LLC 0.01% Add +2.9% 1,699,189 $112.4M
Goldman Sachs Group Inc. 0.02% Reduce -4.7% 1,657,823 $109.6M
Morgan Stanley 0.01% Reduce -15.9% 1,633,375 $108.0M
American Century Companies Inc. 0.06% Add +28.2% 1,524,279 $100.8M
Arrowstreet Capital, Limited Partnership 0.09% Add +95.4% 1,462,055 $96.7M
Norges Bank 0.01% Add +26.9% 1,269,091 $83.9M
Jacobs Levy Equity Management, Inc. 0.33% Add +6.4% 1,106,063 $73.2M
Bank of New York Mellon Corp 0.01% Reduce -5.7% 962,382 $63.7M
Federated Hermes, Inc. 0.13% Add +68.5% 878,309 $58.1M
Northern Trust Corp. 0.01% Reduce -2.0% 805,167 $53.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -31.0% 764,406 $50.6M
JPMorgan Chase & Co. 0.00% Add +1.6% 696,729 $46.1M
Mangrove Partners Im, LLC 3.93% No change 691,869 $45.8M
Nuveen Asset Management, LLC 0.01% Add +28.2% 668,782 $44.2M
Allspring Global Investments Holdings, LLC 0.07% Reduce -30.4% 631,294 $41.8M
Invesco Ltd. 0.01% Add +6.4% 610,043 $40.3M
Jupiter Asset Management Ltd. 0.38% Reduce -7.2% 594,234 $39.3M
Acadian Asset Management LLC 0.11% Add +10.1% 495,070 $32.7M
Ameriprise Financial Inc. 0.01% Reduce -0.7% 494,036 $32.7M
Ruffer LLP 1.23% Reduce -59.1% 481,709 $31.9M
Principal Financial Group Inc. 0.02% Reduce -4.6% 427,870 $28.3M
Voloridge Investment Management, LLC 0.08% Add +103.5% 331,610 $21.9M
Healthcare of Ontario Pension Plan Trust Fund 0.08% New 331,000 $21.9M
Russell Investments Group, Ltd. 0.03% Add +14.9% 308,288 $20.4M
Vest Financial, LLC 0.52% Add +6248.0% 298,928 $19.8M
Allianz Asset Management GmbH 0.03% Reduce -23.7% 295,978 $19.6M
Canada Pension Plan Investment Board 0.02% No change 286,000 $18.9M
Lazard Asset Management LLC 0.02% Add +10.1% 261,981 $17.3M
Qube Research & Technologies Ltd 0.03% New 257,629 $17.0M
Man Group plc 0.05% Reduce -38.0% 251,165 $16.6M
Rhumbline Advisers 0.02% Reduce -2.7% 247,006 $16.3M
Candriam S.C.A. 0.10% Add +2.0% 245,883 $16.3M
Victory Capital Management Inc. 0.02% Reduce -3.2% 240,739 $15.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +0.2% 225,503 $14.9M
Brandywine Global Investment Management, LLC 0.11% Reduce -0.7% 223,720 $14.8M
Wells Fargo & Company 0.00% Reduce -0.0% 222,812 $14.7M
Legal & General Group Plc 0.00% Reduce -0.3% 202,317 $13.4M
LPL Financial LLC 0.01% Add +7.8% 176,221 $11.7M
AQR Capital Management 0.02% Add +15.8% 168,362 $11.1M
Alliancebernstein L.P. 0.00% Add +40.0% 162,784 $10.8M
Bank of America Corp. 0.00% Reduce -19.9% 158,795 $10.5M
Schroder Investment Management Group 0.01% New 158,580 $10.5M
Commonwealth Equity Services, LLC 0.02% Reduce -3.1% 157,049 $10.4M
Miller Value Partners 6.96% Reduce -23.6% 152,610 $10.1M
Public Sector Pension Investment Board 0.07% Reduce -1.2% 145,032 $9.6M
California Public Employees Retirement System 0.01% Reduce -3.1% 143,584 $9.5M
Ancora Advisors LLC 0.22% Reduce -12.8% 142,220 $9.4M
Swiss National Bank 0.01% Reduce -2.8% 141,200 $9.3M
Gator Capital Management, LLC 4.75% Reduce -7.5% 140,100 $9.3M
Prudential Financial Inc. 0.01% Reduce -9.7% 138,760 $9.2M
Osaic Holdings, Inc. 0.02% Reduce -5.2% 136,428 $9.0M
Bridgeway Capital Management, LLC 0.17% Reduce -18.8% 129,492 $8.6M
Squarepoint Ops LLC 0.03% Reduce -14.0% 126,730 $8.4M
UBS Group AG 0.00% Add +45.4% 125,400 $8.3M
Massachusetts Financial Services Co. 0.00% Add +23.0% 119,804 $7.9M
Sei Investments Co. 0.01% Reduce -4.5% 119,102 $7.9M
Credit Suisse AG/ 0.01% Add +1.4% 118,461 $7.8M
DekaBank Deutsche Girozentrale 0.01% Add +11.6% 108,944 $7.1M
Point72 Asset Management 0.02% New 103,600 $6.9M
Franklin Resources Inc. 0.00% Add +190.0% 102,264 $6.8M
Royal Bank of Canada 0.00% Reduce -19.8% 99,736 $6.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +11.9% 98,904 $6.5M
GMO 0.02% Add +30.4% 97,074 $6.4M
Susquehanna Portfolio Strategies, LLC 0.14% No change 92,337 $6.1M
Caxton Associates LP 0.41% Add +1.7% 91,414 $6.0M
Denali Advisors LLC 1.78% Reduce -5.0% 91,200 $6.0M
Wesleyan Assurance Society 0.53% No change 90,932 $6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.0% 84,559 $5.6M
Beacon Pointe Advisors, LLC 0.06% Reduce -2.9% 84,059 $5.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.6% 80,461 $5.3M
Assetmark, Inc. 0.02% Add +80.1% 79,852 $5.3M
Barclays PLC 0.00% Reduce -45.0% 79,544 $5.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -4.4% 73,677 $4.9M
California State Teachers Retirement System 0.01% Reduce -7.7% 73,252 $4.8M
Mackenzie Financial Corp. 0.01% Add +230.5% 70,344 $4.7M
New York State Common Retirement Fund 0.01% Reduce -16.1% 67,057 $4.4M
Graham Capital Management, L.P. 0.23% Add +505.8% 66,868 $4.4M
Easterly Investment Partners LLC 0.32% Reduce -4.5% 64,199 $4.2M
Woodline Partners LP 0.04% New 63,849 $4.2M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 61,924 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 61,381 $4.1M
O'shaughnessy Asset Management, LLC 0.04% Add +32.1% 61,139 $4.0M
Citigroup Inc. 0.00% Add +15.1% 58,101 $3.8M
Cetera Investment Advisers 0.01% New 57,628 $3.8M
New York State Teachers Retirement System 0.01% No change 56,355 $3.7M
Algert Global LLC 0.15% Add +67.0% 56,180 $3.7M
Poehling Capital Management, INC. 0.98% Reduce -0.3% 55,240 $3.7M
State of New Jersey Common Pension Fund D 0.01% No change 52,986 $3.5M
Norris Financial Group, LLC 1.82% Reduce -8.7% 50,264 $3.3M
State of Tennessee, Department of Treasury 0.01% Reduce -14.6% 49,595 $3.3M
Kendall Capital Management 1.13% Reduce -3.4% 49,550 $3.3M
Public Employees Retirement System of Ohio 0.01% Add +5.3% 48,241 $3.2M

"% of holder's portfolio" is JXN's weight in each manager's 13F, not the share of Jackson Financial Inc. Class A the manager owns.

Show all 367 holders