Who owns Jackson Financial (JXN)
Which tracked institutional funds hold JXN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JXN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
70 tracked funds added or opened JXN while 137 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JXN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JXN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JXN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 464 tracked filers holding JXN, 230 increased or opened the position and 274 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JXN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- Jump Financial, LLC$4M
- Lighthouse Investment Partners, LLC$4M
- ExodusPoint Capital Management, LP$3M
- Jupiter Topco LLC$3M
- Entropy Technologies, LP$1M
- Aquatic Capital Management LLC$1M
Full exits 48
- ACADIAN ASSET MANAGEMENT LLC$141M
- LSV ASSET MANAGEMENT$112M
- JANUS HENDERSON GROUP PLC$51M
- Amundi$21M
- DekaBank Deutsche Girozentrale$11M
- Gillson Capital LP$11M
Largest adds
- BlackRock, Inc.$55M
- BALYASNY ASSET MANAGEMENT L.P.$36M
- HSBC HOLDINGS PLC$26M
- CITADEL ADVISORS LLC$24M
- UBS Group AG$18M
- Qube Research & Technologies Ltd$16M
Largest trims
- Bank of New York Mellon Corp$30M
- SCHRODER INVESTMENT MANAGEMENT GROUP$30M
- VANGUARD PORTFOLIO MANAGEMENT LLC$20M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$19M
- Candriam S.C.A.$18M
- DONALD SMITH & CO., INC.$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,800,653 | $696M | 11.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,446,195 | $558M | 9.5% | 2026-Q2 |
| TPG GP A, LLC | 4,715,554 | $483M | 8.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,117,157 | $422M | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,136,509 | $321M | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 2,972,127 | $304M | 5.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,297,678 | $246M | 4.2% | 2026-Q2 |
| DONALD SMITH & CO., INC. trimmed | 1,789,104 | $183M | 3.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,749,644 | $182M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,519,396 | $156M | 2.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,457,597 | $149M | 2.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,018,101 | $104M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,018,067 | $104M | 1.8% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,004,572 | $103M | 1.8% | 2026-Q2 |
| NORGES BANK trimmed | 998,581 | $102M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 898,102 | $92M | 1.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 831,745 | $85M | 1.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 668,999 | $68M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 650,839 | $67M | 1.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 550,901 | $56M | 1.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 509,715 | $52M | 0.9% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 465,318 | $48M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 460,439 | $47M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 454,641 | $47M | 0.8% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 366,243 | $37M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 344,506 | $36M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 336,994 | $35M | 0.6% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 310,357 | $32M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 293,763 | $30M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 292,994 | $30M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 287,598 | $29M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 284,626 | $29M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 280,925 | $29M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 278,495 | $29M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 272,954 | $28M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 270,582 | $28M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 265,380 | $27M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 260,300 | $27M | 0.5% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC added | 255,302 | $26M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 248,943 | $25M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 248,377 | $25M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 238,231 | $24M | 0.4% | 2026-Q2 |
| Four Tree Island Advisory LLC added | 237,465 | $24M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 236,461 | $24M | 0.4% | 2026-Q2 |
| UBS Group AG added | 233,916 | $24M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 230,768 | $24M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 229,468 | $23M | 0.4% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 201,391 | $21M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 191,083 | $20M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 185,657 | $19M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 185,000 | $19M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 183,291 | $19M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 180,942 | $19M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 166,794 | $17M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 163,118 | $17M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 159,998 | $17M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 159,019 | $16M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 157,171 | $16M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 147,744 | $15M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 134,907 | $14M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 127,200 | $13M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 120,518 | $12M | 0.2% | 2026-Q2 |
| Gator Capital Management, LLC added | 113,795 | $12M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 97,878 | $10M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 97,773 | $10M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 91,331 | $10M | 0.2% | 2026-Q2 |
| Man Group plc added | 91,317 | $9M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 89,916 | $9M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 84,527 | $9M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 84,326 | $9M | 0.1% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 83,770 | $9M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 83,293 | $9M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 83,167 | $9M | 0.1% | 2026-Q2 |
| Miller Value Partners, LLC trimmed | 80,142 | $8M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 79,007 | $8M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 72,933 | $7M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 72,638 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 72,537 | $7M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 69,023 | $7M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 68,945 | $7M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 65,959 | $7M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 64,559 | $7M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 61,178 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 61,121 | $6M | 0.1% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 59,460 | $6M | 0.1% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 59,069 | $6M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 59,053 | $6M | 0.1% | 2026-Q2 |
| RWC Asset Management LLP added | 58,510 | $6M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 57,208 | $6M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 53,874 | $6M | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 51,952 | $5M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 50,956 | $5M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,430 | $5M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 47,759 | $5M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 47,316 | $5M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 47,301 | $5M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 45,132 | $5M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 44,967 | $5M | 0.1% | 2026-Q2 |
| Poehling Capital Management, INC. trimmed | 44,386 | $5M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 43,248 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.