Jackson Financial Inc. Class AJXN

13F holders, Q3 2024 (September 30)
410holders +26
61new positions
38sold out
7famous investors
$91.27avg. 13F price*

At the end of Q3 2024, 410 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 26 from Q2 2024. 61 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($911.3M), BlackRock, Inc. ($669.5M) and Dimensional Fund Advisors LP ($419.9M). 7 famous investors held it, including Bill Miller (6.7% of Miller Value Partners's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions61$93.4M
Exits38$103.3M

All 13F filers, Q2 2024 → Q3 2024: 4,687,308 shares bought and 5,676,070 shares sold, net −988,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 410 holders

Vanguard Group Inc. 0.02% Reduce -0.1% 9,989,032 $911.3M
BlackRock, Inc. 0.01% — 7,338,165 $669.5M
Dimensional Fund Advisors LP 0.10% Add +3.0% 4,603,043 $419.9M
First Trust Advisors LP 0.32% Reduce -4.4% 3,646,742 $332.7M
State Street Corp. 0.01% Add +4.9% 3,266,981 $298.0M
HSBC Holdings PLC 0.13% Add +1.2% 2,234,418 $203.2M
Goldman Sachs Group Inc. 0.04% Add +36.0% 2,152,876 $196.4M
Geode Capital Management, LLC 0.02% Add +7.4% 2,086,155 $194.2M
Donald Smith & Co., Inc. 4.31% Reduce -8.0% 2,001,396 $182.6M
Acadian Asset Management LLC 0.46% Add +33.3% 1,625,413 $148.3M
Morgan Stanley 0.01% Add +10.3% 1,616,597 $147.5M
American Century Companies Inc. 0.08% Reduce -3.8% 1,561,024 $142.4M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -1.9% 1,447,377 $132.0M
Norges Bank 0.01% Add +2.3% 1,151,430 $105.0M
Jacobs Levy Equity Management, Inc. 0.38% Reduce -6.9% 1,077,987 $98.3M
Charles Schwab Investment Management Inc. 0.02% Add +40.0% 1,050,903 $95.9M
Federated Hermes, Inc. 0.19% Reduce -0.9% 969,662 $88.5M
Invesco Ltd. 0.02% Add +75.2% 962,901 $87.8M
Bank of New York Mellon Corp 0.02% Reduce -3.7% 902,149 $82.3M
Northern Trust Corp. 0.01% Add +9.8% 850,129 $77.6M
Allianz Asset Management GmbH 0.11% Add +1.6% 777,294 $70.9M
Jupiter Asset Management Ltd. 0.46% Reduce -0.1% 570,984 $52.1M
Nuveen Asset Management, LLC 0.01% Reduce -25.6% 567,211 $51.7M
LSV Asset Management 0.10% Add +19.8% 526,100 $48.0M
JPMorgan Chase & Co. 0.00% Reduce -2.2% 485,744 $44.3M
Wedge Capital Management L L P 0.70% New 447,171 $40.8M
Mangrove Partners Im, LLC 3.67% Reduce -40.6% 410,630 $37.5M
Principal Financial Group Inc. 0.02% Add +0.3% 407,104 $37.1M
Ameriprise Financial Inc. 0.01% Reduce -1.9% 383,845 $35.0M
Russell Investments Group, Ltd. 0.05% Reduce -5.5% 369,540 $33.7M
Qube Research & Technologies Ltd 0.06% Add +108.4% 329,498 $30.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +25.0% 312,648 $28.5M
Vest Financial, LLC 0.55% Reduce -2.3% 310,366 $28.3M
Raymond James & Associates 0.02% Reduce -2.1% 272,080 $24.8M
UBS Group AG 0.01% Add +15.0% 271,722 $24.8M
Legal & General Group Plc 0.01% Add +5.6% 243,147 $22.2M
Rhumbline Advisers 0.02% Reduce -0.0% 242,075 $22.1M
Wells Fargo & Company 0.01% Add +0.2% 234,865 $21.4M
Candriam S.C.A. 0.12% Reduce -5.8% 219,097 $20.0M
Bank of America Corp. 0.00% Reduce -13.7% 198,485 $18.1M
Lazard Asset Management LLC 0.02% Reduce -49.9% 178,727 $16.3M
LPL Financial LLC 0.01% Add +5.9% 175,871 $16.0M
FMR LLC 0.00% Add +106.0% 174,505 $15.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -66.3% 172,564 $15.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.4% 172,117 $15.7M
AXA S.A. 0.05% Add +117.3% 166,435 $15.2M
Alliancebernstein L.P. 0.01% Reduce -1.8% 162,633 $14.8M
Public Sector Pension Investment Board 0.08% Add +6.9% 159,611 $14.6M
CHURCHILL MANAGEMENT Corp 0.16% Reduce -1.3% 157,250 $14.3M
Commonwealth Equity Services, LLC 0.02% Reduce -0.2% 155,412 $14.2M
California Public Employees Retirement System 0.01% Reduce -4.5% 152,215 $13.9M
Victory Capital Management Inc. 0.01% Reduce -28.5% 150,878 $13.8M
Swiss National Bank 0.01% Reduce -1.1% 149,000 $13.6M
Royal Bank of Canada 0.00% Add +1.7% 147,456 $13.5M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 147,000 $13.4M
Caisse de depot et placement du Quebec 0.03% New 146,671 $13.4M
Citigroup Inc. 0.01% Add +130.5% 138,374 $12.6M
Easterly Investment Partners LLC 1.00% Add +15.3% 136,306 $12.4M
Barclays PLC 0.01% Add +251.6% 134,001 $12.2M
Sei Investments Co. 0.02% Reduce -8.8% 130,623 $11.9M
Miller Value Partners 6.71% Reduce -10.6% 130,335 $11.9M
Massachusetts Financial Services Co. 0.00% Add +1.7% 130,137 $11.9M
Prudential Financial Inc. 0.02% Reduce -0.3% 128,840 $11.8M
AQR Capital Management 0.02% Reduce -17.0% 120,899 $11.0M
Gator Capital Management, LLC 4.47% Reduce -8.2% 110,800 $10.1M
Franklin Resources Inc. 0.00% Reduce -0.3% 97,665 $9.7M
DekaBank Deutsche Girozentrale 0.02% Reduce -8.7% 107,791 $9.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -11.4% 103,354 $9.4M
Lighthouse Investment Partners, LLC 0.49% Add +367.2% 98,417 $9.0M
O'shaughnessy Asset Management, LLC 0.08% Add +24.4% 89,000 $8.9M
Schroder Investment Management Group 0.01% Reduce -10.9% 94,275 $8.6M
Bridgeway Capital Management, LLC 0.18% Reduce -15.3% 92,092 $8.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.1% 92,077 $8.4M
Assetmark, Inc. 0.02% Add +7.9% 91,641 $8.4M
Robeco Institutional Asset Management B.V. 0.02% Add +22.8% 89,905 $8.2M
Wesleyan Assurance Society 0.65% Reduce -1.6% 89,432 $8.2M
Ancora Advisors LLC 0.18% Reduce -18.9% 89,047 $8.1M
WINTON GROUP Ltd 0.56% Add +452.1% 86,916 $7.9M
Denali Advisors LLC 0.80% Reduce -13.1% 81,320 $7.4M
Osaic Holdings, Inc. 0.02% Reduce -35.3% 76,484 $7.0M
Segall Bryant & Hamill, LLC 0.09% Reduce -11.0% 76,225 $7.0M
Teacher Retirement System of Texas 0.03% Add +97.8% 74,518 $6.8M
California State Teachers Retirement System 0.01% Reduce -3.3% 73,150 $6.7M
GMO 0.02% Reduce -14.9% 71,492 $6.5M
Janus Henderson Group PLC 0.00% Add +29.6% 64,219 $5.9M
Beacon Pointe Advisors, LLC 0.07% Reduce -2.5% 62,166 $5.7M
Cetera Investment Advisers 0.01% Reduce -4.8% 60,677 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.4% 59,716 $5.4M
Thrivent Financial for Lutherans 0.01% Add +4.9% 59,086 $5.4M
New York State Teachers Retirement System 0.01% Add +2.4% 56,350 $5.1M
Comerica Bank 0.02% Add +98.2% 56,119 $5.1M
T. Rowe Price Associates Inc. 0.00% Reduce -95.7% 54,783 $5.0M
Caxton Associates LP 0.22% Reduce -39.5% 53,523 $4.9M
Jane Street Group, LLC 0.01% Reduce -65.6% 53,181 $4.9M
Poehling Capital Management, INC. 1.23% Reduce -4.5% 52,512 $4.8M
Kendall Capital Management 1.43% Add +0.6% 50,677 $4.6M
Janney Montgomery Scott LLC 0.01% Add +4.2% 50,539 $4.6M
Hillsdale Investment Management Inc. 0.35% New 49,900 $4.6M
Manufacturers Life Insurance Company, The 0.00% Add +9.6% 48,918 $4.5M
Stifel Financial Corp. 0.00% Add +43.3% 47,564 $4.3M

"% 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 410 holders