Jackson Financial Inc. Class AJXN

13F holders, Q1 2025 (March 31)
455holders +16
53new positions
39sold out
7famous investors
$83.76avg. 13F price*

At the end of Q1 2025, 455 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 16 from Q4 2024. 53 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($784.6M), BlackRock, Inc. ($594.8M) and Dimensional Fund Advisors LP ($346.0M). 7 famous investors held it, including Bill Miller (4.6% of Miller Value Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions53$45.4M
Exits39$15.4M

All 13F filers, Q4 2024 → Q1 2025: 5,446,007 shares bought and 8,278,136 shares sold, net −2,832,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 455 holders

Vanguard Group Inc. 0.01% Reduce -0.3% 9,364,581 $784.6M
BlackRock, Inc. 0.01% Reduce -2.6% 7,100,083 $594.8M
Dimensional Fund Advisors LP 0.09% Reduce -6.1% 4,130,098 $346.0M
State Street Corp. 0.01% Reduce -6.1% 3,159,134 $264.7M
HSBC Holdings PLC 0.11% Reduce -6.0% 1,976,306 $164.3M
Goldman Sachs Group Inc. 0.03% Reduce -21.5% 1,904,019 $159.5M
Geode Capital Management, LLC 0.01% Reduce -14.8% 1,788,399 $150.5M
Donald Smith & Co., Inc. 3.42% Add +7.0% 1,666,047 $139.6M
American Century Companies Inc. 0.08% Reduce -1.8% 1,529,982 $128.2M
Morgan Stanley 0.01% Reduce -9.6% 1,349,224 $113.0M
Acadian Asset Management LLC 0.32% Reduce -4.7% 1,339,265 $112.2M
First Trust Advisors LP 0.10% Reduce -68.0% 1,323,256 $110.9M
Norges Bank 0.02% Add +15.6% 1,310,850 $109.8M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -22.0% 1,116,767 $93.6M
Charles Schwab Investment Management Inc. 0.02% Add +0.5% 1,084,560 $90.9M
Federated Hermes, Inc. 0.17% Reduce -7.2% 937,572 $78.5M
Northern Trust Corp. 0.01% Reduce -3.4% 920,553 $77.1M
Assenagon Asset Management S.A. 0.13% Add +385.3% 874,771 $73.3M
Allianz Asset Management GmbH 0.09% Reduce -0.8% 739,223 $61.9M
Bank of New York Mellon Corp 0.01% Reduce -9.3% 696,083 $58.3M
Millennium Management 0.06% Add +296.7% 658,468 $55.2M
LSV Asset Management 0.13% Add +11.1% 651,798 $54.6M
Jacobs Levy Equity Management, Inc. 0.21% Reduce -41.2% 636,544 $53.3M
UBS Group AG 0.01% Add +36.1% 604,493 $50.6M
Invesco Ltd. 0.01% Reduce -20.4% 593,311 $49.7M
Nuveen, LLC 0.01% — 523,150 $43.8M
JPMorgan Chase & Co. 0.00% Reduce -20.1% 519,478 $43.5M
Victory Capital Management Inc. 0.04% Add +10.2% 493,052 $41.3M
Citadel Advisors 0.04% Add +1075.9% 437,446 $36.6M
Principal Financial Group Inc. 0.02% Add +2.8% 429,789 $36.0M
Wedge Capital Management L L P 0.65% Reduce -0.6% 401,558 $33.6M
Caisse de depot et placement du Quebec 0.07% Reduce -31.9% 386,377 $32.4M
Jane Street Group, LLC 0.05% Add +1487.3% 352,957 $29.6M
HRT Financial LP 0.18% Add +374.5% 333,563 $27.9M
Russell Investments Group, Ltd. 0.04% Reduce -11.1% 311,982 $26.0M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +102.0% 297,000 $24.9M
Citigroup Inc. 0.02% Add +38.3% 276,408 $23.2M
Public Sector Pension Investment Board 0.10% Add +43.9% 264,800 $22.2M
Cubist Systematic Strategies, LLC 0.28% Add +144.4% 253,504 $21.2M
Wells Fargo & Company 0.01% Add +19.2% 252,175 $21.1M
Bank of America Corp. 0.00% Add +5.8% 249,636 $20.9M
Raymond James Financial Inc. 0.01% Reduce -22.6% 241,666 $20.2M
Four Tree Island Advisory LLC 13.70% Add +5.1% 232,950 $19.5M
Legal & General Group Plc 0.01% Reduce -4.2% 232,599 $19.5M
Rhumbline Advisers 0.02% Reduce -5.8% 226,104 $18.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.6% 210,836 $17.7M
Ameriprise Financial Inc. 0.00% Reduce -33.1% 202,936 $17.0M
Janus Henderson Group PLC 0.01% Reduce -0.1% 202,771 $16.9M
Easterly Investment Partners LLC 1.40% Add +55.1% 200,479 $16.8M
Candriam S.C.A. 0.10% Reduce -7.8% 198,900 $16.7M
Qube Research & Technologies Ltd 0.03% Reduce -28.5% 195,914 $16.4M
ExodusPoint Capital Management, LP 0.21% Add +121.5% 193,811 $16.2M
Ibex Wealth Advisors 2.11% Reduce -2.7% 190,632 $16.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +50.3% 189,067 $15.8M
Voloridge Investment Management, LLC 0.06% Add +909.4% 187,978 $15.7M
Tudor Investment Corporation 0.14% Add +1219.8% 187,492 $15.7M
LPL Financial LLC 0.01% Add +0.5% 185,902 $15.6M
Sei Investments Co. 0.02% Add +25.7% 165,299 $13.8M
Prudential Financial Inc. 0.02% Add +23.9% 147,785 $13.5M
CHURCHILL MANAGEMENT Corp 0.17% Add +0.3% 157,876 $13.2M
Lazard Asset Management LLC 0.02% Reduce -19.4% 157,245 $13.2M
Engineers Gate Manager LP 0.21% Reduce -3.4% 150,582 $12.6M
FMR LLC 0.00% Add +319.8% 150,425 $12.6M
Alliancebernstein L.P. 0.00% Reduce -2.0% 150,295 $12.6M
Squarepoint Ops LLC 0.03% Add +45.6% 150,172 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +1.1% 149,225 $12.5M
Commonwealth Equity Services, LLC 0.02% Reduce -2.3% 143,511 $12.0M
Swiss National Bank 0.01% Reduce -3.3% 143,100 $12.0M
Massachusetts Financial Services Co. 0.00% Add +15.1% 140,882 $11.8M
Royal Bank of Canada 0.00% Reduce -5.7% 130,886 $11.0M
Amundi 0.00% Add +90.1% 143,795 $10.9M
Vest Financial, LLC 0.16% Reduce -69.4% 121,074 $10.1M
Miller Value Partners 4.62% Reduce -11.9% 120,950 $10.1M
California Public Employees Retirement System 0.01% Reduce -15.0% 120,262 $10.1M
Gator Capital Management, LLC 3.64% Add +1.6% 113,650 $9.5M
Algert Global LLC 0.23% Add +71.3% 113,047 $9.5M
Susquehanna International Group, LLP 0.02% Add +116.5% 110,176 $9.2M
Nisa Investment Advisors, LLC 0.05% Reduce -52.1% 108,532 $9.1M
DekaBank Deutsche Girozentrale 0.02% Add +1.1% 108,944 $8.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -4.3% 105,102 $8.9M
Barclays PLC 0.00% Reduce -22.0% 104,569 $8.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.0% 102,318 $8.6M
Jump Financial, LLC 0.13% New 97,600 $8.2M
Franklin Resources Inc. 0.00% Reduce -0.1% 95,441 $8.0M
AXA S.A. 0.03% Add +794.8% 93,655 $7.8M
AQR Capital Management 0.01% Reduce -8.8% 92,103 $7.7M
Ancora Advisors LLC 0.17% Add +29.5% 91,740 $7.7M
Edgestream Partners, L.P. 0.26% Add +3.8% 91,652 $7.7M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -9.4% 90,530 $7.6M
Capital Fund Management S.A. 0.10% New 90,290 $7.6M
Assetmark, Inc. 0.02% Reduce -2.5% 90,160 $7.6M
Wesleyan Assurance Society 0.56% No change 89,432 $7.5M
Quantbot Technologies LP 0.24% Add +24.1% 88,924 $7.5M
Trexquant Investment LP 0.08% Add +156.6% 83,779 $7.0M
Lingohr Asset Management GmbH 1.73% Add +506.4% 82,550 $6.9M
Robeco Institutional Asset Management B.V. 0.01% Reduce -33.3% 73,323 $6.1M
O'shaughnessy Asset Management, LLC 0.05% Reduce -9.6% 71,628 $6.0M
California State Teachers Retirement System 0.01% Reduce -1.1% 69,555 $5.8M
Denali Advisors LLC 0.66% Add +1.5% 69,146 $5.8M
Jupiter Asset Management Ltd. 0.05% Reduce -84.5% 67,186 $5.6M

"% 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 455 holders