JXN · Company research
Jackson Financial Inc. (JXN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| CenterBook Partners LP | 1872738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5092 | 521370 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2914 | 298364 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405 | 41468 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51952 | 5319349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 7782 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142 | 14540 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9898 | 1013600 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Comprehensive Financial Consultants Institutional, Inc. | 1915714 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3221 | 329798 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11047 | 1131102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8027 | 821869 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13866 | 1419789 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10842 | 1110092 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13224 | 1354005 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59053 | 6046437 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9479 | 970554 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5100 | 522189 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2815 | 288227 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 423 | 43311 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 1844 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 366243 | 37499621 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7966 | 815634 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57208 | 5857527 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20700 | 2119 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68133 | 6976138 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5462 | 559254 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2978 | 304940 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88430 | 9054348 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6006 | 614954 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ariadne Wealth Management, LP | 2034793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5740 | 587719 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3326 | 340549 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Qsemble Capital Management, LP | 1766159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4139 | 423792 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3530 | 361442 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8479 | 868165 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Blue Water Asset Management | 2033384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37169 | 3805749 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9727 | 995948 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| High Note Wealth, LLC | 1807283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 4812 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185657 | 19009420 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6530 | 668607 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103 | 10546 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DONALD SMITH & CO., INC. | 814375 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1789104 | 183186359 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Lifetime Wealth Management P.C. | 2116339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2544 | 260519 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ADVISORY RESEARCH INC | 902584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9700 | 993183 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4131 | 422973 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Strategic Blueprint, LLC | 1767821 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2035 | 208364 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229 | 23448 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6846 | 700962 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1457597 | 149243407 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3894077 | 398714555 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1490 | 152555 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 13311 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7988 | 817891 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 283935 | 29072105 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115171 | 11792350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EDENTREE ASSET MANAGEMENT Ltd | 1980273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 1536150 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 963 | 99 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18638 | 1908 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TrinityBridge Ltd | 1718570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3599 | 369 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kiker Wealth Management, LLC | 2042502 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17613 | 1803374 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191083 | 19564988 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35329 | 3617336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1638 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12247 | 1280211 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6974 | 714035 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14519 | 1486590 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2684 | 274859 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2179 | 223108 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13781 | 1411035 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1243 | 127271 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6753 | 691486 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Focus Partners Advisor Solutions, LLC | 1868872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2068 | 211760 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50956 | 5217385 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84527 | 8655 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADVISORTRUST PARTNERS, LLC | 2115523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3692 | 378058 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137458 | 14074000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1141755 | 116904 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253 | 25905 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5178 | 530175 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PARK AVENUE SECURITIES LLC | 1071640 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2203 | 226 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.