Jackson Financial Inc. Class AJXN

13F holders, Q1 2026 (March 31)
517holders +2
52new positions
53sold out
11famous investors
$105.82avg. 13F price*

At the end of Q1 2026, 517 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 2 from Q4 2025. 52 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($729.5M), Vanguard Portfolio Management LLC ($577.6M) and TPG GP A, LLC ($498.5M). 11 famous investors held it, including Bill Miller (2.2% of Miller Value Partners's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions52$571.3M
Exits53$63.0M

All 13F filers, Q4 2025 → Q1 2026: 8,063,951 shares bought and 4,070,785 shares sold, net +3,993,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 517 holders

BlackRock, Inc. 0.01% Add +3.8% 6,900,728 $729.5M
Vanguard Portfolio Management LLC 0.03% — 5,463,744 $577.6M
TPG GP A, LLC 14.58% New 4,715,554 $498.5M
Dimensional Fund Advisors LP 0.09% Add +0.5% 4,060,350 $429.2M
Vanguard Capital Management LLC 0.01% — 3,154,213 $333.5M
State Street Corp. 0.01% Add +0.7% 2,931,361 $309.9M
Geode Capital Management, LLC 0.01% Add +26.8% 2,181,568 $239.4M
Donald Smith & Co., Inc. 3.60% Reduce -3.2% 1,892,397 $200.1M
Goldman Sachs Group Inc. 0.02% Add +9.7% 1,624,910 $171.8M
American Century Companies Inc. 0.08% Add +0.7% 1,526,708 $161.4M
HSBC Holdings PLC 0.09% Reduce -4.2% 1,485,806 $156.5M
Acadian Asset Management LLC 0.20% Reduce -10.8% 1,335,793 $141.2M
Federated Hermes, Inc. 0.19% Add +10.7% 1,085,917 $114.8M
Charles Schwab Investment Management Inc. 0.02% Add +2.1% 1,065,201 $112.6M
LSV Asset Management 0.24% Add +18.2% 1,059,841 $112.0M
Morgan Stanley 0.01% Reduce -14.9% 1,017,749 $107.6M
Bank of New York Mellon Corp 0.02% Add +2.8% 910,853 $96.3M
Northern Trust Corp. 0.01% Add +0.9% 865,308 $91.5M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -16.8% 819,848 $86.7M
Victory Capital Management Inc. 0.05% Add +11.6% 666,542 $70.5M
Janus Henderson Group PLC 0.02% Add +31.6% 484,713 $51.3M
JPMorgan Chase & Co. 0.00% Add +20.8% 490,277 $50.5M
Jacobs Levy Equity Management, Inc. 0.21% Reduce -18.3% 472,005 $49.9M
Vanguard Fiduciary Trust Co. 0.01% — 456,482 $48.3M
Nuveen, LLC 0.01% Reduce -2.0% 432,298 $45.7M
Qube Research & Technologies Ltd 0.06% Add +74.8% 379,031 $40.1M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -7.0% 355,485 $37.6M
Principal Financial Group Inc. 0.02% Add +6.2% 344,040 $36.4M
Bank of America Corp. 0.00% Add +17.5% 325,222 $34.4M
Invesco Ltd. 0.00% Add +13.0% 323,852 $34.2M
AQR Capital Management 0.01% Add +6.4% 306,770 $32.4M
Public Sector Pension Investment Board 0.10% Add +10.8% 297,852 $31.5M
Wedge Capital Management L L P 0.57% Reduce -6.2% 291,691 $30.8M
Schroder Investment Management Group 0.02% Add +182.0% 289,272 $29.8M
Raymond James Financial Inc. 0.01% Reduce -2.7% 266,899 $28.2M
Sei Investments Co. 0.02% Add +5.4% 252,839 $26.7M
Four Tree Island Advisory LLC 12.37% Add +2.5% 231,842 $24.5M
First Trust Advisors LP 0.02% Add +31.2% 225,250 $23.8M
Russell Investments Group, Ltd. 0.03% Reduce -9.6% 224,911 $23.5M
Allianz Asset Management GmbH 0.03% Reduce -23.2% 216,434 $22.9M
Rhumbline Advisers 0.02% Add +2.6% 209,167 $22.1M
Easterly Investment Partners LLC 1.69% Reduce -2.4% 209,364 $22.1M
Tudor Investment Corporation 0.12% Reduce -42.4% 207,611 $21.9M
Algert Global LLC 0.32% Reduce -26.6% 203,237 $21.5M
LPL Financial LLC 0.01% Reduce -7.8% 202,494 $21.4M
Amundi 0.01% Reduce -16.6% 202,148 $21.4M
Ibex Wealth Advisors 1.97% Add +1.8% 199,723 $21.1M
Two Sigma Investments, LP 0.02% Reduce -43.9% 196,940 $20.8M
Wells Fargo & Company 0.00% Reduce -15.3% 193,066 $20.4M
Kennedy Capital Management LLC 0.42% Add +5.7% 189,535 $20.0M
Candriam S.C.A. 0.10% Add +31.5% 177,950 $18.8M
Citigroup Inc. 0.01% Reduce -2.2% 175,731 $18.6M
Ameriprise Financial Inc. 0.00% Reduce -4.5% 174,070 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.1% 168,140 $17.8M
Prudential Financial Inc. 0.02% Add +20.2% 163,566 $17.3M
Legal & General Group Plc 0.00% Reduce -7.6% 163,462 $17.3M
Focus Partners Wealth 0.02% Add +0.1% 159,100 $16.8M
Balyasny Asset Management L.P. 0.03% New 152,760 $16.1M
Royal Bank of Canada 0.00% Add +0.9% 150,840 $15.9M
Alliancebernstein L.P. 0.00% Reduce -1.5% 136,260 $14.5M
California Public Employees Retirement System 0.01% Add +4.4% 137,390 $14.5M
Swiss National Bank 0.01% Reduce -2.1% 134,500 $14.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +9.3% 128,664 $13.6M
Susquehanna Portfolio Strategies, LLC 0.18% No change 114,243 $12.1M
Franklin Resources Inc. 0.00% Add +8.7% 108,548 $11.5M
DekaBank Deutsche Girozentrale 0.02% No change 107,791 $11.4M
Assetmark, Inc. 0.02% Add +6.6% 106,942 $11.3M
Gator Capital Management, LLC 2.39% Add +2.9% 105,965 $11.2M
Barclays PLC 0.00% Reduce -10.5% 103,978 $11.0M
Edgestream Partners, L.P. 0.36% Add +18.1% 103,446 $10.9M
Renaissance Technologies 0.02% New 102,500 $10.8M
Gillson Capital LP 0.87% New 100,900 $10.7M
Freestone Grove Partners LP 0.08% New 99,732 $10.5M
Bessemer Group Inc. 0.02% Add +21.0% 97,010 $10.3M
Cambria Investment Management, L.P. 0.55% Add +4.9% 92,672 $9.8M
D. E. Shaw & Co. 0.01% Reduce -28.6% 91,056 $9.6M
Jane Street Group, LLC 0.01% Reduce -76.2% 90,052 $9.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -28.0% 89,324 $9.4M
Bridgewater Associates 0.04% Reduce -21.2% 88,038 $9.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -23.0% 86,648 $9.2M
Squarepoint Ops LLC 0.02% Add +23.9% 84,824 $9.0M
Cetera Investment Advisers 0.01% Reduce -3.4% 82,420 $8.7M
California State Teachers Retirement System 0.01% Add +22.4% 80,710 $8.5M
Miller Value Partners 2.23% Reduce -6.3% 80,680 $8.5M
Commonwealth Equity Services, LLC 0.01% Reduce -4.3% 78,102 $8.3M
Hillsdale Investment Management Inc. 0.22% Add +4.0% 77,480 $8.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -2.0% 76,417 $8.1M
T. Rowe Price Associates Inc. 0.00% Add +13.6% 72,178 $7.6M
Point72 Asset Management 0.01% Reduce -78.5% 70,145 $7.4M
Thrivent Financial for Lutherans 0.01% Add +12.7% 68,794 $7.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +110.6% 67,793 $7.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -41.9% 67,699 $7.2M
Beacon Pointe Advisors, LLC 0.04% Add +8.3% 64,380 $6.8M
South Dakota Investment Council 0.13% Reduce -17.7% 64,246 $6.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -3.9% 63,280 $6.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 62,154 $6.6M
Martingale Asset Management L P 0.16% Add +13.2% 62,056 $6.6M
Capital Fund Management S.A. 0.06% Reduce -35.2% 61,769 $6.5M
Wesleyan Assurance Society 0.39% No change 61,700 $6.5M
Caisse de depot et placement du Quebec 0.01% Add +133.7% 60,150 $6.4M

"% 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 517 holders