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.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
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 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,018,101 | $138M | -47,100 | -4.4% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 1,018,101 | $138M | — | +0.0% | 1Q | 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 |