Jackson Financial Inc. Class AJXN

13F holders, Q3 2025 (September 30)
479holders +19
64new positions
38sold out
10famous investors
$101.20avg. 13F price*

At the end of Q3 2025, 479 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 19 from Q2 2025. 64 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($956.1M), BlackRock, Inc. ($699.8M) and Dimensional Fund Advisors LP ($404.4M). 10 famous investors held it, including Bill Miller (3.5% of Miller Value Partners's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$93.8M
Exits38$60.8M

All 13F filers, Q2 2025 → Q3 2025: 3,471,677 shares bought and 5,554,900 shares sold, net −2,083,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 479 holders

Vanguard Group Inc. 0.01% Reduce -2.7% 9,445,296 $956.1M
BlackRock, Inc. 0.01% Reduce -1.0% 6,913,331 $699.8M
Dimensional Fund Advisors LP 0.09% Add +0.5% 3,994,949 $404.4M
State Street Corp. 0.01% Reduce -1.3% 2,963,495 $300.0M
Donald Smith & Co., Inc. 3.97% Add +15.6% 1,964,624 $198.9M
Goldman Sachs Group Inc. 0.03% Reduce -13.8% 1,797,054 $181.9M
Geode Capital Management, LLC 0.01% Reduce -1.1% 1,719,762 $174.1M
Acadian Asset Management LLC 0.28% Add +18.6% 1,612,240 $163.2M
American Century Companies Inc. 0.08% Add +0.3% 1,516,935 $153.6M
HSBC Holdings PLC 0.08% Reduce -16.4% 1,330,847 $133.7M
Morgan Stanley 0.01% Reduce -7.9% 1,128,609 $114.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.5% 1,077,271 $109.1M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -0.6% 1,067,367 $108.0M
Northern Trust Corp. 0.01% Reduce -6.8% 918,745 $93.0M
Federated Hermes, Inc. 0.15% Add +6.4% 854,435 $86.5M
LSV Asset Management 0.19% Add +1.4% 847,798 $85.8M
Bank of New York Mellon Corp 0.01% Reduce -1.7% 672,975 $68.1M
Victory Capital Management Inc. 0.04% Add +12.2% 601,151 $60.9M
Jacobs Levy Equity Management, Inc. 0.23% Add +7.4% 578,111 $58.5M
JPMorgan Chase & Co. 0.00% Reduce -20.3% 527,944 $53.4M
Citadel Advisors 0.04% Add +23.3% 478,055 $48.4M
Nuveen, LLC 0.01% Reduce -4.5% 453,488 $45.9M
Wedge Capital Management L L P 0.69% Reduce -2.0% 402,856 $40.8M
Allianz Asset Management GmbH 0.05% Reduce -33.3% 391,469 $39.6M
Jane Street Group, LLC 0.04% Add +2.4% 349,126 $35.3M
Millennium Management 0.03% Add +9.3% 346,203 $35.0M
Principal Financial Group Inc. 0.02% Reduce -5.0% 336,460 $34.1M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -9.5% 333,000 $33.7M
Invesco Ltd. 0.01% Reduce -54.9% 324,454 $32.8M
Public Sector Pension Investment Board 0.11% Add +9.4% 301,957 $30.6M
Russell Investments Group, Ltd. 0.03% Add +3.7% 286,409 $29.1M
HRT Financial LP 0.10% Add +72.5% 281,720 $28.5M
Raymond James Financial Inc. 0.01% Add +8.8% 271,550 $27.5M
Qube Research & Technologies Ltd 0.04% Add +19.8% 271,019 $27.4M
Janus Henderson Group PLC 0.01% Add +21.6% 269,472 $27.3M
Bank of America Corp. 0.00% Add +17.4% 250,301 $25.3M
Tudor Investment Corporation 0.17% Reduce -4.6% 244,937 $24.8M
Algert Global LLC 0.41% Add +21.8% 241,504 $24.4M
Sei Investments Co. 0.03% Add +32.2% 234,806 $23.8M
Two Sigma Investments, LP 0.04% Add +97.7% 232,624 $23.5M
Rhumbline Advisers 0.02% Reduce -1.0% 221,471 $22.4M
Easterly Investment Partners LLC 1.51% Reduce -7.8% 221,191 $22.4M
LPL Financial LLC 0.01% Add +4.6% 219,025 $22.2M
Massachusetts Financial Services Co. 0.01% Add +25.5% 212,492 $21.5M
Legal & General Group Plc 0.00% Reduce -7.7% 212,473 $21.5M
Wells Fargo & Company 0.00% Reduce -0.0% 212,360 $21.5M
Four Tree Island Advisory LLC 13.57% Add +3.4% 223,947 $21.3M
Point72 Asset Management 0.05% New 206,426 $20.9M
Ibex Wealth Advisors 1.90% Add +0.2% 196,221 $19.9M
Amundi 0.01% Add +1446.4% 193,825 $19.7M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 193,940 $19.6M
First Trust Advisors LP 0.01% Reduce -83.8% 190,396 $19.3M
Citigroup Inc. 0.01% Reduce -21.9% 189,444 $19.2M
AQR Capital Management 0.01% Add +85.4% 181,789 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.5% 174,465 $17.7M
Capitolis Liquid Global Markets LLC 0.13% Reduce -23.5% 164,800 $16.7M
Royal Bank of Canada 0.00% Reduce -42.1% 161,163 $16.3M
Focus Partners Wealth 0.03% New 156,197 $15.8M
Kennedy Capital Management LLC 0.35% New 156,142 $15.8M
Candriam S.C.A. 0.08% Add +2.9% 154,403 $15.6M
Two Sigma Advisers, LP 0.03% Add +73.0% 149,600 $15.1M
Assenagon Asset Management S.A. 0.02% Reduce -40.6% 149,224 $15.1M
UBS Group AG 0.00% Add +0.8% 141,308 $14.3M
Swiss National Bank 0.01% Add +0.6% 138,500 $14.0M
Prudential Financial Inc. 0.02% Reduce -5.6% 138,065 $14.0M
D. E. Shaw & Co. 0.01% Reduce -34.3% 135,893 $13.8M
Alliancebernstein L.P. 0.00% Add +8.2% 132,463 $13.4M
California Public Employees Retirement System 0.01% Add +5.4% 131,805 $13.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +20.5% 124,000 $12.6M
Allspring Global Investments Holdings, LLC 0.02% Add +22.8% 122,484 $12.4M
Engineers Gate Manager LP 0.14% Add +1045.9% 121,862 $12.3M
Barclays PLC 0.00% Reduce -17.1% 119,697 $12.1M
Capital Fund Management S.A. 0.12% Add +5.7% 119,326 $12.1M
Bridgewater Associates 0.05% New 117,206 $11.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -10.1% 115,758 $11.7M
Susquehanna Portfolio Strategies, LLC 0.18% Add +15.5% 114,243 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -5.5% 112,713 $11.4M
DekaBank Deutsche Girozentrale 0.02% No change 107,791 $10.9M
Lazard Asset Management LLC 0.01% Add +48.0% 106,249 $10.8M
Gator Capital Management, LLC 2.70% Reduce -6.1% 103,855 $10.5M
Commonwealth Equity Services, LLC 0.01% Reduce -28.1% 102,301 $10.4M
Franklin Resources Inc. 0.00% Add +4.0% 98,424 $10.0M
Cambria Investment Management, L.P. 0.60% Add +1431.6% 97,270 $9.8M
Assetmark, Inc. 0.02% Add +6.8% 94,894 $9.6M
Schroder Investment Management Group 0.01% Add +107.4% 93,993 $9.6M
Miller Value Partners 3.49% Reduce -24.9% 93,825 $9.5M
South Dakota Investment Council 0.17% Reduce -8.8% 87,622 $8.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.7% 83,703 $8.5M
Trexquant Investment LP 0.09% Add +199.0% 81,956 $8.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -5.1% 77,980 $7.9M
Hillsdale Investment Management Inc. 0.23% Add +23.1% 74,700 $7.6M
Cetera Investment Advisers 0.01% Add +11.3% 72,760 $7.4M
Denali Advisors LLC 0.81% Add +1.8% 70,700 $7.2M
California State Teachers Retirement System 0.01% Add +0.0% 69,333 $7.0M
T. Rowe Price Associates Inc. 0.00% Add +3.1% 67,896 $6.9M
CSM Advisors, LLC 0.19% Add +13.8% 66,147 $6.7M
Storebrand Asset Management As 0.02% Add +100.0% 64,888 $6.6M
Osaic Holdings, Inc. 0.01% Add +14.0% 63,553 $6.4M
Wesleyan Assurance Society 0.37% Reduce -1.1% 61,700 $6.2M
Canada Pension Plan Investment Board 0.00% Add +4.4% 61,400 $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 479 holders