Jackson Financial Inc. Class AJXN

13F holders, Q4 2024 (December 31)
439holders +29
50new positions
38sold out
7famous investors
$87.17avg. 13F price*

At the end of Q4 2024, 439 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 29 from Q3 2024. 50 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($817.9M), BlackRock, Inc. ($634.6M) and Dimensional Fund Advisors LP ($383.0M). 7 famous investors held it, including Bill Miller (5.1% of Miller Value Partners's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions50$89.0M
Exits38$60.4M

All 13F filers, Q3 2024 → Q4 2024: 4,914,244 shares bought and 4,473,345 shares sold, net +440,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 439 holders

Vanguard Group Inc. 0.01% Reduce -6.0% 9,392,129 $817.9M
BlackRock, Inc. 0.01% Reduce -0.7% 7,287,886 $634.6M
Dimensional Fund Advisors LP 0.09% Reduce -4.4% 4,398,846 $383.0M
First Trust Advisors LP 0.32% Add +13.4% 4,134,545 $360.0M
State Street Corp. 0.01% Add +3.0% 3,363,446 $292.9M
Goldman Sachs Group Inc. 0.04% Add +12.6% 2,424,420 $211.1M
Geode Capital Management, LLC 0.01% Add +0.6% 2,099,517 $188.5M
HSBC Holdings PLC 0.11% Reduce -5.9% 2,102,462 $183.7M
American Century Companies Inc. 0.08% Reduce -0.2% 1,557,652 $135.6M
Donald Smith & Co., Inc. 3.24% Reduce -22.2% 1,557,289 $135.6M
Morgan Stanley 0.01% Reduce -7.7% 1,491,776 $129.9M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -1.1% 1,430,944 $124.6M
Acadian Asset Management LLC 0.35% Reduce -13.6% 1,404,953 $122.3M
Norges Bank 0.01% Reduce -1.5% 1,134,208 $98.8M
Jacobs Levy Equity Management, Inc. 0.33% Add +0.5% 1,082,974 $94.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.7% 1,079,240 $94.0M
Federated Hermes, Inc. 0.19% Add +4.2% 1,010,490 $88.0M
Northern Trust Corp. 0.01% Add +12.1% 953,082 $83.0M
Bank of New York Mellon Corp 0.01% Reduce -15.0% 767,047 $66.8M
Invesco Ltd. 0.01% Reduce -22.6% 745,325 $64.9M
Allianz Asset Management GmbH 0.09% Reduce -4.2% 744,897 $64.9M
JPMorgan Chase & Co. 0.00% Add +33.9% 650,544 $56.6M
LSV Asset Management 0.12% Add +11.5% 586,559 $51.1M
Caisse de depot et placement du Quebec 0.10% Add +286.5% 566,916 $49.4M
Nuveen Asset Management, LLC 0.01% Reduce -6.2% 532,142 $46.3M
Victory Capital Management Inc. 0.04% Add +196.4% 447,245 $38.9M
UBS Group AG 0.01% Add +63.4% 444,026 $38.7M
Jupiter Asset Management Ltd. 0.37% Reduce -24.3% 432,512 $37.7M
Principal Financial Group Inc. 0.02% Add +2.7% 417,984 $36.4M
Wedge Capital Management L L P 0.63% Reduce -9.7% 403,871 $35.2M
Vest Financial, LLC 0.61% Add +27.4% 395,365 $34.4M
Russell Investments Group, Ltd. 0.04% Reduce -5.1% 350,822 $30.5M
Raymond James Financial Inc. 0.01% — 312,272 $27.2M
Ameriprise Financial Inc. 0.01% Reduce -21.0% 303,224 $26.4M
Qube Research & Technologies Ltd 0.04% Reduce -16.9% 273,994 $23.9M
Legal & General Group Plc 0.01% Reduce -0.2% 242,697 $21.1M
Rhumbline Advisers 0.02% Reduce -0.8% 240,160 $20.9M
Bank of America Corp. 0.00% Add +18.9% 235,959 $20.5M
Nisa Investment Advisors, LLC 0.08% Add +6642.6% 226,418 $19.7M
Four Tree Island Advisory LLC 13.33% — 221,617 $19.3M
Candriam S.C.A. 0.11% Reduce -1.5% 215,718 $18.8M
Wells Fargo & Company 0.00% Reduce -9.9% 211,487 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.2% 203,456 $17.7M
Janus Henderson Group PLC 0.01% Add +216.2% 203,071 $17.7M
Citigroup Inc. 0.02% Add +44.4% 199,800 $17.4M
Ibex Wealth Advisors 2.01% New 195,860 $17.1M
Lazard Asset Management LLC 0.03% Add +9.2% 195,194 $17.0M
LPL Financial LLC 0.01% Add +5.2% 184,994 $16.1M
Public Sector Pension Investment Board 0.07% Add +15.3% 184,028 $16.0M
Assenagon Asset Management S.A. 0.03% Add +586.4% 180,253 $15.7M
Millennium Management 0.01% Add +3818.2% 165,976 $14.5M
CHURCHILL MANAGEMENT Corp 0.15% Add +0.1% 157,447 $13.7M
Engineers Gate Manager LP 0.24% Add +2413.8% 155,909 $13.6M
Alliancebernstein L.P. 0.00% Reduce -5.7% 153,437 $13.4M
Swiss National Bank 0.01% Reduce -0.7% 148,000 $12.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 147,589 $12.9M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 147,000 $12.8M
Commonwealth Equity Services, LLC 0.02% Reduce -5.5% 146,912 $12.8M
California Public Employees Retirement System 0.01% Reduce -7.0% 141,511 $12.3M
Royal Bank of Canada 0.00% Reduce -5.9% 138,748 $12.1M
Miller Value Partners 5.11% Add +5.4% 137,370 $12.0M
Barclays PLC 0.01% Add +0.1% 134,092 $11.7M
Sei Investments Co. 0.01% Add +0.7% 131,497 $11.5M
Easterly Investment Partners LLC 0.88% Reduce -5.2% 129,285 $11.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -59.8% 125,802 $11.0M
Massachusetts Financial Services Co. 0.00% Reduce -5.9% 122,410 $10.7M
Prudential Financial Inc. 0.01% Reduce -7.5% 119,230 $10.4M
Gator Capital Management, LLC 3.68% Add +0.9% 111,850 $9.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -36.4% 109,830 $9.6M
Robeco Institutional Asset Management B.V. 0.02% Add +22.2% 109,839 $9.6M
DekaBank Deutsche Girozentrale 0.02% No change 107,791 $9.3M
Cubist Systematic Strategies, LLC 0.15% New 103,705 $9.0M
Squarepoint Ops LLC 0.02% Add +184.3% 103,162 $9.0M
Lighthouse Investment Partners, LLC 0.35% Add +4.3% 102,621 $8.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +10.1% 101,327 $8.8M
AQR Capital Management 0.01% Reduce -16.5% 100,962 $8.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -3.3% 99,973 $8.7M
Franklin Resources Inc. 0.00% Reduce -2.1% 95,585 $8.3M
BNP Paribas Financial Markets 0.01% New 95,107 $8.3M
Assetmark, Inc. 0.02% Add +0.9% 92,508 $8.1M
Wesleyan Assurance Society 0.60% No change 89,432 $7.8M
Edgestream Partners, L.P. 0.33% Add +336.4% 88,313 $7.7M
ExodusPoint Capital Management, LP 0.08% New 87,511 $7.6M
Bridgeway Capital Management, LLC 0.16% Reduce -9.8% 83,092 $7.2M
Schroder Investment Management Group 0.01% Reduce -11.8% 83,133 $7.2M
O'shaughnessy Asset Management, LLC 0.06% Reduce -10.9% 79,257 $6.9M
Amundi 0.00% Add +204.9% 75,657 $6.7M
Kera Capital Partners, Inc. 1.87% — 74,642 $6.5M
Teacher Retirement System of Texas 0.02% Reduce -0.9% 73,848 $6.4M
Quantbot Technologies LP 0.23% New 71,675 $6.2M
Ancora Advisors LLC 0.14% Reduce -20.5% 70,830 $6.2M
California State Teachers Retirement System 0.01% Reduce -3.8% 70,347 $6.1M
HRT Financial LP 0.03% New 70,293 $6.1M
Illinois Municipal Retirement Fund 0.08% Add +73.0% 68,827 $6.0M
Denali Advisors LLC 0.62% Reduce -16.2% 68,129 $5.9M
Segall Bryant & Hamill, LLC 0.08% Reduce -12.7% 66,524 $5.8M
Algert Global LLC 0.14% Add +523.2% 65,977 $5.7M
Deutsche Bank AG 0.00% Add +48.9% 65,617 $5.7M
Cetera Investment Advisers 0.01% Add +1.6% 61,624 $5.4M
Beacon Pointe Advisors, LLC 0.06% Reduce -0.9% 61,600 $5.4M

"% 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 439 holders