Jackson Financial Inc. Class AJXN

13F holders, Q2 2025 (June 30)
460holders +5
56new positions
52sold out
9famous investors
$88.81avg. 13F price*

At the end of Q2 2025, 460 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 5 from Q1 2025. 56 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($861.8M), BlackRock, Inc. ($620.0M) and Dimensional Fund Advisors LP ($353.1M). 9 famous investors held it, including Bill Miller (4.7% of Miller Value Partners's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions56$87.9M
Exits52$116.7M

All 13F filers, Q1 2025 → Q2 2025: 3,796,135 shares bought and 6,420,826 shares sold, net −2,624,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 460 holders

Vanguard Group Inc. 0.01% Add +3.6% 9,706,130 $861.8M
BlackRock, Inc. 0.01% Reduce -1.6% 6,983,048 $620.0M
Dimensional Fund Advisors LP 0.08% Reduce -3.7% 3,976,700 $353.1M
State Street Corp. 0.01% Reduce -5.0% 3,001,340 $266.5M
Goldman Sachs Group Inc. 0.03% Add +9.5% 2,084,511 $185.1M
Geode Capital Management, LLC 0.01% Reduce -2.8% 1,739,229 $154.4M
Donald Smith & Co., Inc. 3.55% Add +2.0% 1,699,087 $150.9M
HSBC Holdings PLC 0.09% Reduce -19.4% 1,592,279 $142.1M
American Century Companies Inc. 0.07% Reduce -1.1% 1,512,376 $134.3M
Acadian Asset Management LLC 0.25% Add +1.5% 1,359,477 $120.7M
Morgan Stanley 0.01% Reduce -9.2% 1,224,950 $108.8M
First Trust Advisors LP 0.08% Reduce -11.5% 1,171,551 $104.0M
Norges Bank 0.01% Reduce -12.3% 1,150,256 $102.1M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.1% 1,082,998 $96.2M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -3.8% 1,073,985 $95.4M
Northern Trust Corp. 0.01% Add +7.0% 985,474 $87.5M
LSV Asset Management 0.17% Add +28.3% 836,238 $74.3M
Federated Hermes, Inc. 0.13% Reduce -14.4% 802,941 $71.3M
Invesco Ltd. 0.01% Add +21.3% 719,575 $63.9M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 684,657 $60.8M
JPMorgan Chase & Co. 0.00% Add +27.6% 662,569 $58.8M
Allianz Asset Management GmbH 0.07% Reduce -20.6% 587,072 $52.1M
Jacobs Levy Equity Management, Inc. 0.19% Reduce -15.4% 538,228 $47.8M
Victory Capital Management Inc. 0.03% Add +8.7% 535,949 $47.6M
Nuveen, LLC 0.01% Reduce -9.2% 474,837 $42.2M
Wedge Capital Management L L P 0.65% Add +2.4% 411,217 $36.5M
Citadel Advisors 0.03% Reduce -11.3% 387,778 $34.4M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +23.9% 368,000 $32.7M
Principal Financial Group Inc. 0.02% Reduce -17.6% 354,244 $31.5M
Jane Street Group, LLC 0.05% Reduce -3.4% 340,887 $30.3M
Millennium Management 0.03% Reduce -51.9% 316,618 $28.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +36.8% 288,500 $25.6M
Royal Bank of Canada 0.00% Add +112.8% 278,504 $24.7M
Russell Investments Group, Ltd. 0.03% Reduce -11.5% 276,194 $24.6M
Public Sector Pension Investment Board 0.10% Add +4.2% 276,030 $24.5M
Tudor Investment Corporation 0.17% Add +37.0% 256,819 $22.8M
Assenagon Asset Management S.A. 0.04% Reduce -71.3% 251,289 $22.3M
Raymond James Financial Inc. 0.01% Add +3.3% 249,662 $22.2M
Citigroup Inc. 0.01% Reduce -12.2% 242,623 $21.5M
Easterly Investment Partners LLC 1.53% Add +19.7% 239,982 $21.3M
Legal & General Group Plc 0.01% Reduce -1.0% 230,170 $20.4M
Qube Research & Technologies Ltd 0.03% Add +15.4% 226,155 $20.1M
Rhumbline Advisers 0.02% Reduce -1.1% 223,651 $19.9M
Janus Henderson Group PLC 0.01% Add +9.3% 221,527 $19.7M
Four Tree Island Advisory LLC 13.53% Reduce -7.0% 216,553 $19.2M
Capitolis Liquid Global Markets LLC 0.14% New 215,300 $19.1M
Bank of America Corp. 0.00% Reduce -14.6% 213,201 $18.9M
Wells Fargo & Company 0.00% Reduce -15.8% 212,450 $18.9M
LPL Financial LLC 0.01% Add +12.6% 209,398 $18.6M
D. E. Shaw & Co. 0.02% New 206,670 $18.4M
Algert Global LLC 0.37% Add +75.4% 198,265 $17.6M
Ibex Wealth Advisors 1.85% Add +2.7% 195,772 $17.4M
Ameriprise Financial Inc. 0.00% Reduce -3.6% 195,678 $17.4M
Cubist Systematic Strategies, LLC 0.18% Reduce -25.5% 188,952 $16.8M
Teacher Retirement System of Texas 0.07% Add +188.6% 184,485 $16.4M
Sei Investments Co. 0.02% Add +7.4% 177,558 $15.8M
Massachusetts Financial Services Co. 0.00% Add +20.1% 169,275 $15.0M
HRT Financial LP 0.06% Reduce -51.0% 163,327 $14.5M
CHURCHILL MANAGEMENT Corp 0.15% Reduce -1.1% 156,137 $13.9M
Candriam S.C.A. 0.08% Reduce -24.6% 150,032 $13.3M
Prudential Financial Inc. 0.02% Reduce -1.0% 146,305 $13.0M
Barclays PLC 0.01% Add +38.1% 144,448 $12.8M
Commonwealth Equity Services, LLC 0.02% Reduce -0.8% 142,380 $12.6M
UBS Group AG 0.00% Reduce -76.8% 140,169 $12.4M
Swiss National Bank 0.01% Reduce -3.8% 137,700 $12.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -31.9% 128,803 $11.4M
Renaissance Technologies 0.01% New 126,200 $11.2M
California Public Employees Retirement System 0.01% Add +4.0% 125,008 $11.1M
Miller Value Partners 4.71% Add +3.3% 124,995 $11.1M
Alliancebernstein L.P. 0.00% Reduce -18.5% 122,463 $10.9M
Vest Financial, LLC 0.15% Reduce -1.3% 119,499 $10.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -20.0% 119,342 $10.6M
Two Sigma Investments, LP 0.02% Add +242.3% 117,670 $10.4M
Squarepoint Ops LLC 0.02% Reduce -22.3% 116,686 $10.4M
Capital Fund Management S.A. 0.11% Add +25.0% 112,884 $10.0M
Gator Capital Management, LLC 3.06% Reduce -2.6% 110,650 $9.8M
Nisa Investment Advisors, LLC 0.04% Reduce -0.1% 108,374 $9.6M
DekaBank Deutsche Girozentrale 0.02% Reduce -1.1% 107,791 $9.6M
Intech Investment Management LLC 0.09% Add +80.2% 104,541 $9.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +13.7% 102,942 $9.1M
Susquehanna International Group, LLP 0.01% Reduce -8.2% 101,141 $9.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -5.1% 99,718 $8.9M
Susquehanna Portfolio Strategies, LLC 0.19% New 98,923 $8.8M
Edgestream Partners, L.P. 0.24% Add +7.7% 98,727 $8.8M
AQR Capital Management 0.01% Add +6.4% 98,033 $8.7M
South Dakota Investment Council 0.16% Add +706.7% 96,122 $8.5M
Man Group plc 0.02% Add +151.9% 95,710 $8.5M
Franklin Resources Inc. 0.00% Reduce -0.8% 94,667 $8.4M
Ancora Advisors LLC 0.17% Add +0.9% 92,560 $8.2M
Assetmark, Inc. 0.02% Reduce -1.4% 88,886 $7.9M
Two Sigma Advisers, LP 0.02% Add +153.7% 86,500 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -16.7% 85,189 $7.6M
Robeco Institutional Asset Management B.V. 0.01% Add +12.1% 82,163 $7.3M
Voloridge Investment Management, LLC 0.03% Reduce -59.2% 76,743 $6.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +72.8% 75,298 $6.7M
Lighthouse Investment Partners, LLC 0.28% Add +171.1% 73,102 $6.5M
Lazard Asset Management LLC 0.01% Reduce -54.4% 71,790 $6.4M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +4509.1% 71,533 $6.4M
Denali Advisors LLC 0.64% Add +0.4% 69,446 $6.2M
California State Teachers Retirement System 0.01% Reduce -0.3% 69,329 $6.2M

"% 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 460 holders