JXN Institutional Ownership
Jackson Financial Inc.
1W: +3.6%
1M: +2.5%
3M: +12.2%
YTD: +25.8%
1Y: +37.2%
3Y: +273.1%
5Y: +487.1%
$135.06
+2.42 (+1.82%)
Weekly Expected Move ±3.4%
$121
$126
$130
$135
$139
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $72.1M held by 216 funds, 169 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — JXN
560
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
52
New Positions
183
Increased
248
Reduced
53
Closed
1.40
Put/Call Ratio
Ownership Trends
Top Institutional Holders (609 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,800,653 | $918M | -100,075 | -1.5% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,446,195 | $736M | -17,549 | -0.3% | 2Q | SEC ↗ |
| 3 | TPG GP A, LLC | 4,715,554 | $637M | — | +0.0% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 4,117,157 | $556M | +56,807 | +1.4% | 20Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,136,509 | $424M | -17,704 | -0.6% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 2,972,127 | $401M | +40,766 | +1.4% | 20Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2,297,678 | $310M | +116,110 | +5.3% | 20Q | SEC ↗ |
| 8 | DONALD SMITH & CO., INC. | 1,789,104 | $242M | -103,293 | -5.5% | 19Q | SEC ↗ |
| 9 | HSBC HOLDINGS PLC | 1,749,644 | $236M | +263,838 | +17.8% | 13Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 1,519,396 | $205M | -105,514 | -6.5% | 15Q | SEC ↗ |
| 11 | AMERICAN CENTURY COMPANIES INC | 1,457,597 | $197M | -69,111 | -4.5% | 15Q | SEC ↗ |
| 12 | ACADIAN ASSET MANAGEMENT LLC | 1,290,021 | $174M | -45,772 | -3.4% | 19Q | SEC ↗ |
| 13 | LSV ASSET MANAGEMENT | 1,141,755 | $154M | +81,914 | +7.7% | 11Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 1,018,101 | $138M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,018,101 | $138M | -47,100 | -4.4% | 15Q | SEC ↗ |
| 16 | MORGAN STANLEY | 1,018,067 | $138M | +318 | +0.0% | 20Q | SEC ↗ |
| 17 | FEDERATED HERMES, INC. | 1,004,572 | $136M | -81,345 | -7.5% | 17Q | SEC ↗ |
| 18 | NORGES BANK NEW | 998,581 | $135M | — | +0.0% | 1Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 898,102 | $121M | +32,794 | +3.8% | 20Q | SEC ↗ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 831,745 | $112M | +11,897 | +1.5% | 11Q | SEC ↗ |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 668,999 | $90M | +2,457 | +0.4% | 19Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 650,839 | $88M | -260,014 | -28.5% | 20Q | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 550,901 | $74M | +171,870 | +45.3% | 10Q | SEC ↗ |
| 24 | Balyasny Asset Management L.P. | 509,715 | $69M | +356,955 | +233.7% | 2Q | SEC ↗ |
| 25 | JANUS HENDERSON GROUP PLC | 484,713 | $65M | +116,436 | +31.6% | 19Q | SEC ↗ |
| 26 | JACOBS LEVY EQUITY MANAGEMENT, INC | 465,318 | $63M | -6,687 | -1.4% | 15Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 460,439 | $62M | +3,957 | +0.9% | 2Q | SEC ↗ |
| 28 | Nuveen, LLC | 454,641 | $61M | +22,343 | +5.2% | 6Q | SEC ↗ |
| 29 | ALGERT GLOBAL LLC | 366,243 | $49M | +163,006 | +80.2% | 11Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 344,506 | $47M | -145,771 | -29.7% | 20Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 336,994 | $46M | -7,046 | -2.0% | 17Q | SEC ↗ |
| 32 | WEDGE CAPITAL MANAGEMENT L L P/NC | 310,357 | $42M | +18,666 | +6.4% | 8Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC | 293,763 | $40M | -13,007 | -4.2% | 16Q | SEC ↗ |
| 34 | CITIGROUP INC | 292,994 | $40M | +117,263 | +66.7% | 20Q | SEC ↗ |
| 35 | TWO SIGMA INVESTMENTS, LP | 287,598 | $39M | +90,658 | +46.0% | 6Q | SEC ↗ |
| 36 | Invesco Ltd. | 284,626 | $38M | -39,226 | -12.1% | 18Q | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 280,925 | $38M | +56,014 | +24.9% | 17Q | SEC ↗ |
| 38 | Public Sector Pension Investment Board | 278,495 | $38M | -19,357 | -6.5% | 12Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 272,954 | $37M | -52,268 | -16.1% | 15Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 270,582 | $37M | +238,048 | +731.7% | 7Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 265,380 | $36M | +72,314 | +37.5% | 20Q | SEC ↗ |
| 42 | RENAISSANCE TECHNOLOGIES LLC | 260,300 | $35M | +157,800 | +154.0% | 2Q | SEC ↗ |
| 43 | EASTERLY INVESTMENT PARTNERS LLC | 255,302 | $34M | +45,938 | +21.9% | 13Q | SEC ↗ |
| 44 | SEI INVESTMENTS CO | 248,943 | $34M | -3,896 | -1.5% | 15Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 248,377 | $34M | -18,522 | -6.9% | 7Q | SEC ↗ |
| 46 | JANE STREET GROUP, LLC | 238,231 | $32M | +148,179 | +164.5% | 20Q | SEC ↗ |
| 47 | Four Tree Island Advisory LLC | 237,465 | $32M | +5,623 | +2.4% | 7Q | SEC ↗ |
| 48 | TUDOR INVESTMENT CORP ET AL | 236,461 | $32M | +28,850 | +13.9% | 7Q | SEC ↗ |
| 49 | UBS Group AG | 233,916 | $32M | +178,865 | +324.9% | 20Q | SEC ↗ |
| 50 | LPL Financial LLC | 230,768 | $31M | +28,274 | +14.0% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,018,101 | $138M |
| NORGES BANK | 998,581 | $135M |
| Jump Financial, LLC | 41,686 | $6M |
| Lighthouse Investment Partners, LLC | 38,167 | $5M |
| ExodusPoint Capital Management, LP | 31,981 | $4M |
| Jupiter Topco LLC | 27,417 | $4M |
| Entropy Technologies, LP | 14,628 | $2M |
| Aquatic Capital Management LLC | 14,557 | $2M |
| Dynamic Technology Lab Private Ltd | 11,656 | $2M |
| WCG Wealth Advisors LLC | 11,456 | $2M |
| New Age Alpha Advisors, LLC | 11,327 | $2M |
| BROWN ADVISORY INC | 9,698 | $1M |
| Jefferies Financial Group Inc. | 8,000 | $1M |
| MIRABELLA FINANCIAL SERVICES LLP | 6,846 | $925K |
| Brevan Howard Capital Management LP | 4,387 | $593K |
| Qsemble Capital Management, LP | 4,139 | $559K |
| Aigen Investment Management, LP | 4,091 | $553K |
| IMC-Chicago, LLC | 3,715 | $502K |
| ADVISORTRUST PARTNERS, LLC | 3,692 | $499K |
| Capital Asset Advisory Services LLC | 3,525 | $476K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Maniro Ltd | 180,000 | $24M |
| Gillson Capital LP | 100,900 | $14M |
| Freestone Grove Partners LP | 99,732 | $13M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 91,641 | $12M |
| CANADA PENSION PLAN INVESTMENT BOAR | 73,900 | $10M |
| Caisse de depot et placement du Que | 60,150 | $8M |
| Philadelphia Financial Management o | 50,000 | $7M |
| LeClair Wealth Partners LLC | 37,173 | $5M |
| Kingsview Wealth Management, LLC | 30,415 | $4M |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 30,051 | $4M |
| ZACKS INVESTMENT MANAGEMENT | 28,643 | $4M |
| MEEDER ASSET MANAGEMENT INC | 27,683 | $4M |
| Integrated Quantitative Investments | 24,094 | $3M |
| Cresset Asset Management, LLC | 18,700 | $3M |
| Jackson Creek Investment Advisors L | 18,487 | $2M |
| Versor Investments LP | 16,079 | $2M |
| Skandinaviska Enskilda Banken AB (p | 15,127 | $2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14,400 | $2M |
| Walleye Capital LLC | 12,950 | $2M |
| Point Nemo Capital, LLC | 10,912 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Balyasny Asset Management L.P. | +356,955 | +233.7% | 509,715 |
| HSBC HOLDINGS PLC | +263,838 | +17.8% | 1,749,644 |
| CITADEL ADVISORS LLC | +238,048 | +731.7% | 270,582 |
| UBS Group AG | +178,865 | +324.9% | 233,916 |
| Qube Research & Technologies Ltd | +171,870 | +45.3% | 550,901 |
| ALGERT GLOBAL LLC | +163,006 | +80.2% | 366,243 |
| Point72 Asset Management, L.P. | +159,323 | +227.1% | 229,468 |
| RENAISSANCE TECHNOLOGIES LLC | +157,800 | +154.0% | 260,300 |
| JANE STREET GROUP, LLC | +148,179 | +164.5% | 238,231 |
| CITIGROUP INC | +117,263 | +66.7% | 292,994 |
| JANUS HENDERSON GROUP PLC | +116,436 | +31.6% | 484,713 |
| GEODE CAPITAL MANAGEMENT, LLC | +116,110 | +5.3% | 2,297,678 |
| TWO SIGMA INVESTMENTS, LP | +90,658 | +46.0% | 287,598 |
| Squarepoint Ops LLC | +81,970 | +96.6% | 166,794 |
| LSV ASSET MANAGEMENT | +81,914 | +7.7% | 1,141,755 |
| WELLS FARGO & COMPANY/MN | +72,314 | +37.5% | 265,380 |
| Man Group plc | +67,689 | +286.5% | 91,317 |
| DIMENSIONAL FUND ADVISORS LP | +56,807 | +1.4% | 4,117,157 |
| Russell Investments Group, Ltd. | +56,014 | +24.9% | 280,925 |
| EASTERLY INVESTMENT PARTNERS LLC | +45,938 | +21.9% | 255,302 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROU | -286,867 | -99.2% | 2,405 |
| Bank of New York Mellon Corp | -260,014 | -28.5% | 650,839 |
| Candriam S.C.A. | -174,784 | -98.2% | 3,166 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -170,485 | -48.0% | 185,000 |
| JPMORGAN CHASE & CO | -145,771 | -29.7% | 344,506 |
| GOLDMAN SACHS GROUP INC | -105,514 | -6.5% | 1,519,396 |
| DONALD SMITH & CO., INC. | -103,293 | -5.5% | 1,789,104 |
| BlackRock, Inc. | -100,075 | -1.5% | 6,800,653 |
| Amundi | -98,298 | -48.6% | 103,850 |
| Edgestream Partners, L.P. | -97,984 | -94.7% | 5,462 |
| FEDERATED HERMES, INC. | -81,345 | -7.5% | 1,004,572 |
| PRUDENTIAL FINANCIAL INC | -73,650 | -45.0% | 89,916 |
| BARCLAYS PLC | -69,833 | -67.2% | 34,145 |
| AMERICAN CENTURY COMPANIES INC | -69,111 | -4.5% | 1,457,597 |
| Susquehanna Portfolio Strategies, L | -66,484 | -58.2% | 47,759 |
| Allianz Asset Management GmbH | -56,066 | -25.9% | 160,368 |
| BANK OF AMERICA CORP /DE | -52,268 | -16.1% | 272,954 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -47,100 | -4.4% | 1,018,101 |
| ACADIAN ASSET MANAGEMENT LLC | -45,772 | -3.4% | 1,290,021 |
| Mitsubishi UFJ Trust & Banking Corp | -45,497 | -35.4% | 83,167 |