Jackson Financial Inc. Class AJXN

13F holders, Q4 2025 (December 31)
515holders +36
55new positions
35sold out
10famous investors
$106.65avg. 13F price*

At the end of Q4 2025, 515 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 36 from Q3 2025. 55 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($965.1M), BlackRock, Inc. ($709.4M) and Dimensional Fund Advisors LP ($431.0M). 10 famous investors held it, including Bill Miller (3.2% of Miller Value Partners's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions55$35.7M
Exits35$37.2M

All 13F filers, Q3 2025 → Q4 2025: 2,496,329 shares bought and 3,596,100 shares sold, net −1,099,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 515 holders

Vanguard Group Inc. 0.01% Reduce -4.2% 9,048,998 $965.1M
BlackRock, Inc. 0.01% Reduce -3.8% 6,651,329 $709.4M
Dimensional Fund Advisors LP 0.09% Add +1.2% 4,041,610 $431.0M
State Street Corp. 0.01% Reduce -1.8% 2,910,343 $310.4M
Donald Smith & Co., Inc. 3.90% Reduce -0.5% 1,954,400 $208.4M
Geode Capital Management, LLC 0.01% Add +0.0% 1,720,294 $183.5M
HSBC Holdings PLC 0.09% Add +16.5% 1,550,942 $166.5M
American Century Companies Inc. 0.08% Reduce -0.1% 1,516,232 $161.7M
Acadian Asset Management LLC 0.26% Reduce -7.1% 1,497,825 $159.7M
Goldman Sachs Group Inc. 0.02% Reduce -17.5% 1,481,922 $158.0M
Norges Bank 0.01% — 1,217,796 $129.9M
Morgan Stanley 0.01% Add +6.0% 1,196,405 $127.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.1% 1,043,587 $111.3M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -7.7% 985,573 $105.1M
Federated Hermes, Inc. 0.17% Add +14.8% 981,046 $104.6M
LSV Asset Management 0.21% Add +5.8% 896,939 $95.7M
Bank of New York Mellon Corp 0.02% Add +31.7% 886,106 $94.5M
Northern Trust Corp. 0.01% Reduce -6.7% 857,495 $91.5M
Victory Capital Management Inc. 0.04% Reduce -0.7% 597,030 $63.7M
Jacobs Levy Equity Management, Inc. 0.24% Reduce -0.1% 577,365 $61.6M
Nuveen, LLC 0.01% Reduce -2.7% 441,316 $47.1M
JPMorgan Chase & Co. 0.00% Reduce -23.1% 406,016 $43.3M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +14.7% 382,081 $40.7M
Jane Street Group, LLC 0.05% Add +8.3% 377,951 $40.3M
Janus Henderson Group PLC 0.02% Add +36.7% 368,277 $39.3M
Citadel Advisors 0.03% Reduce -23.5% 365,745 $39.0M
Tudor Investment Corporation 0.22% Add +47.1% 360,256 $38.4M
Two Sigma Investments, LP 0.06% Add +50.8% 350,847 $37.4M
Point72 Asset Management 0.06% Add +57.7% 325,508 $34.7M
Principal Financial Group Inc. 0.02% Reduce -3.7% 324,005 $34.6M
Wedge Capital Management L L P 0.60% Reduce -22.8% 310,875 $33.2M
AQR Capital Management 0.02% Add +58.7% 288,436 $30.8M
Invesco Ltd. 0.00% Reduce -11.7% 286,665 $30.6M
Allianz Asset Management GmbH 0.03% Reduce -28.0% 281,920 $30.1M
Bank of America Corp. 0.00% Add +10.6% 276,823 $29.5M
Algert Global LLC 0.46% Add +14.6% 276,794 $29.5M
Raymond James Financial Inc. 0.01% Add +1.0% 274,221 $29.2M
Public Sector Pension Investment Board 0.10% Reduce -10.9% 268,887 $28.7M
Russell Investments Group, Ltd. 0.03% Reduce -13.1% 248,794 $26.6M
Amundi 0.01% Add +25.1% 242,437 $25.9M
Sei Investments Co. 0.03% Add +2.2% 239,976 $25.6M
Wells Fargo & Company 0.00% Add +7.4% 227,982 $24.3M
Four Tree Island Advisory LLC 13.31% Add +1.0% 226,107 $24.1M
LPL Financial LLC 0.01% Add +0.3% 219,740 $23.4M
Qube Research & Technologies Ltd 0.03% Reduce -20.0% 216,838 $23.1M
Easterly Investment Partners LLC 1.40% Reduce -3.0% 214,578 $22.9M
Rhumbline Advisers 0.02% Reduce -8.0% 203,765 $21.7M
Ibex Wealth Advisors 2.05% Reduce -0.0% 196,136 $20.9M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 182,201 $19.4M
Maniro Ltd 6.55% — 180,000 $19.2M
Citigroup Inc. 0.01% Reduce -5.2% 179,609 $19.2M
Kennedy Capital Management LLC 0.41% Add +14.9% 179,390 $19.1M
HRT Financial LP 0.06% Reduce -37.1% 177,165 $18.9M
Legal & General Group Plc 0.00% Reduce -16.7% 176,927 $18.9M
First Trust Advisors LP 0.01% Reduce -9.8% 171,647 $18.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.7% 168,037 $17.9M
Two Sigma Advisers, LP 0.03% Add +12.2% 167,800 $17.9M
Focus Partners Wealth 0.02% Add +1.7% 158,887 $16.9M
Lazard Asset Management LLC 0.03% Add +40.6% 149,443 $15.9M
Royal Bank of Canada 0.00% Reduce -7.3% 149,427 $15.9M
Millennium Management 0.01% Reduce -59.8% 139,347 $14.9M
Alliancebernstein L.P. 0.00% Add +4.4% 138,285 $14.7M
Swiss National Bank 0.01% Reduce -0.8% 137,400 $14.7M
Prudential Financial Inc. 0.02% Reduce -1.4% 136,091 $14.5M
Candriam S.C.A. 0.07% Reduce -12.3% 135,343 $14.4M
California Public Employees Retirement System 0.01% Reduce -0.2% 131,576 $14.0M
D. E. Shaw & Co. 0.01% Reduce -6.2% 127,439 $13.6M
Allspring Global Investments Holdings, LLC 0.02% Add +1.3% 124,084 $13.3M
UBS Group AG 0.00% Reduce -15.2% 119,828 $12.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.0% 117,741 $12.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +0.6% 116,456 $12.4M
Barclays PLC 0.01% Reduce -2.9% 116,185 $12.4M
Susquehanna Portfolio Strategies, LLC 0.19% No change 114,243 $12.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -0.2% 112,497 $12.0M
Bridgewater Associates 0.04% Reduce -4.7% 111,742 $11.9M
Schroder Investment Management Group 0.01% Add +9.2% 102,593 $11.0M
Gator Capital Management, LLC 2.27% Reduce -0.8% 102,980 $11.0M
Man Group plc 0.02% Add +144.9% 100,998 $10.8M
Assetmark, Inc. 0.02% Add +5.7% 100,308 $10.7M
Franklin Resources Inc. 0.00% Add +1.5% 99,909 $10.7M
Capital Fund Management S.A. 0.10% Reduce -20.1% 95,324 $10.2M
Massachusetts Financial Services Co. 0.00% Reduce -56.9% 91,641 $9.8M
Capitolis Liquid Global Markets LLC 0.06% Reduce -46.2% 88,600 $9.4M
Cambria Investment Management, L.P. 0.55% Reduce -9.2% 88,325 $9.4M
Edgestream Partners, L.P. 0.26% Add +46.7% 87,573 $9.3M
Miller Value Partners 3.24% Reduce -8.2% 86,150 $9.2M
Cetera Investment Advisers 0.01% Add +17.3% 85,323 $9.1M
Commonwealth Equity Services, LLC 0.01% Reduce -20.3% 81,585 $8.7M
Bessemer Group Inc. 0.01% Add +19741.8% 80,161 $8.6M
South Dakota Investment Council 0.16% Reduce -11.0% 78,022 $8.3M
Robeco Institutional Asset Management B.V. 0.01% No change 77,980 $8.3M
DekaBank Deutsche Girozentrale 0.01% No change 107,791 $8.2M
Hillsdale Investment Management Inc. 0.22% Reduce -0.3% 74,480 $7.9M
Canada Pension Plan Investment Board 0.01% Add +20.4% 73,900 $7.9M
CSM Advisors, LLC 0.20% Add +5.3% 69,623 $7.4M
Squarepoint Ops LLC 0.01% New 68,433 $7.3M
Engineers Gate Manager LP 0.09% Reduce -44.8% 67,302 $7.2M
California State Teachers Retirement System 0.01% Reduce -4.9% 65,933 $7.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -21.4% 65,829 $7.0M
T. Rowe Price Associates Inc. 0.00% Reduce -6.4% 63,563 $6.8M

"% 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 515 holders