Jackson Financial JXN Institutional Ownership

NYSE JXN

$132.52 +3.14 (+2.43%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

504 Institutions

Increased 239 47.4%

Unchanged 75 14.9%

Reduced 190 37.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

91.23%

▲+0.79 pp QoQ

Shares Held by Institutions

64.01Mn

of 70.16Mn outstanding

▲+4.21% QoQ

Shares Outstanding

70.16Mn

6.16Mn held outside 13F filers

Institutional Investors

504

filed 13F for Jun 2026

▼-10 vs prior quarter

Net Shares Added (QoQ)

+2.59Mn

accumulated since last quarter

Value of Holdings

$8.48Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Jackson Financial Inc. (NYSE:JXN) is held by 504 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 91.2% of outstanding shares in June 2026, up from 90.4% in March 2026.
They increased total shares held in Jackson Financial by 4.21% from the prior quarter, while the number of investors in JXN increased 10.04% year over year.
Activity in JXN broke down as 239 buyers, 190 sellers, and 75 unchanged among 504 total holders.
The aggregate institutional position in Jackson Financial amounted to 64.01Mn shares as of June 2026, up by 2.59Mn shares quarter on quarter, and up 2.11Mn shares year over year.
BlackRock, Inc. is the top holder of Jackson Financial as of June 30, 2026, with 6.8Mn shares representing 9.69% of outstanding stock.
The largest buyers of Jackson Financial for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (1.02Mn), NORGES BANK (998.58K), BALYASNY ASSET MANAGEMENT L.P. (356.96K), HSBC HOLDINGS PLC (263.84K), CITADEL ADVISORS LLC (238.05K).
The largest sales of JXN for the quarter ending June 2026 came from SCHRODER INVESTMENT MANAGEMENT GROUP (286.87K), Bank of New York Mellon Corp (260.01K), Candriam S.C.A. (174.78K), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (170.48K), Jpmorgan Chase & Co (145.77K).
According to Business Quant data, leading holders of JXN for June 2026 are BlackRock, Inc. (6.8Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.45Mn), TPG GP A, LLC (4.72Mn), DIMENSIONAL FUND ADVISORS LP (4.12Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.14Mn), State Street Corp (2.97Mn), GEODE CAPITAL MANAGEMENT, LLC (2.3Mn), DONALD SMITH & CO., INC. (1.79Mn), HSBC HOLDINGS PLC (1.75Mn), Goldman Sachs Group Inc (1.52Mn).

Form 13F Holdings

504 Institutional Holders

Report period 30 Jun, 2026

Total shares held 64.01Mn

Of outstanding 91.23%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,800,653	9.69%	▼100,075	-1.45%	$696.32Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,446,195	7.76%	▼17,549	-0.32%	$557.64Mn
3	TPG GP A, LLC	0001903793	4,715,554	6.72%	0	0.00%	$482.83Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	4,117,157	5.87%	▲56,807	+1.40%	$421.58Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,136,509	4.47%	▼17,704	-0.56%	$321.15Mn
6	State Street Corp	0000093751	2,972,127	4.24%	▲40,766	+1.39%	$304.33Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,297,678	3.27%	▲116,110	+5.32%	$246.21Mn
8	DONALD SMITH & CO., INC.	0000814375	1,789,104	2.55%	▼103,293	-5.46%	$183.19Mn
9	HSBC HOLDINGS PLC	0000873630	1,749,644	2.49%	▲263,838	+17.76%	$182.17Mn
10	Goldman Sachs Group Inc	0000886982	1,519,396	2.17%	▼105,514	-6.49%	$155.57Mn
11	AMERICAN CENTURY COMPANIES INC	0000748054	1,457,597	2.08%	▼69,111	-4.53%	$149.24Mn
12	ACADIAN ASSET MANAGEMENT LLC	0000916542	1,290,021	1.84%	▼45,772	-3.43%	$132.06K
13	LSV ASSET MANAGEMENT	0001050470	1,141,755	1.63%	▲81,914	+7.73%	$116.90K
14	Sixth Street Partners Management Company, L.P.	0001812095	1,018,101	1.45%	▲1,018,101	0.00%	$104.24Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,018,101	1.45%	▼47,100	-4.42%	$104.24Mn
15	Morgan Stanley	0000895421	1,018,067	1.45%	▲318	+0.03%	$104.24Mn
16	Federated Hermes, Inc.	0001056288	1,004,572	1.43%	▼81,345	-7.49%	$102.86Mn
17	NORGES BANK	0001374170	998,581	1.42%	▲998,581	0.00%	$102.24Mn
18	Northern Trust Corp	0000073124	898,102	1.28%	▲32,794	+3.79%	$91.96Mn
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	831,745	1.19%	▲11,897	+1.45%	$85.16Mn

Showing 1 to 20 of 504 holders