Jackson Financial Ownership | Who Owns Jackson Financial?

Overview Forecast RevenueFinancials Chart Transcripts

Jackson Financial Ownership Summary

Jackson Financial is owned by 81.68% institutional investors, 1.73% insiders, and 16.59% retail investors. Vanguard group is the largest institutional shareholder, holding 13.15% of JXN shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 12.30% of its assets in Jackson Financial shares.

JXN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Jackson Financial	81.68%	1.73%	16.59%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Life Insurance Stocks	44.08%	11.88%	44.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	9.45M	13.15%	$956.15M
Blackrock funding, inc. /de	6.91M	9.63%	$699.84M
Blackrock	7.41M	9.49%	$549.98M
Dimensional fund advisors lp	3.99M	5.56%	$404.41M
State street	2.96M	4.13%	$299.99M
Donald smith	1.96M	2.74%	$198.88M
Goldman sachs group	1.80M	2.50%	$181.92M
Geode capital management	1.72M	2.39%	$174.11M
Acadian asset management	1.61M	2.24%	$163.18M
American century companies	1.52M	2.11%	$153.56M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Four tree island advisory	223.95K	13.57%	$21.30M
Donald smith	1.96M	3.97%	$198.88M
Miller value partners	93.83K	3.49%	$9.50M
Gator capital management	103.86K	2.67%	$10.51M
Ibex wealth advisors	196.22K	1.90%	$19.86M
Element capital management	12.29K	1.76%	$1.24M
Easterly investment partners	221.19K	1.51%	$22.39M
Carson advisory	24.61K	1.34%	$2.49M
Alexander labrunerie	36.39K	1.32%	$3.23M
Poehling capital management	49.58K	1.05%	$5.02M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.13M	0.01%	1.13M
Donald smith	1.96M	3.97%	265.54K
Acadian asset management	1.61M	0.28%	252.76K
Raymond james & associates	278.07K	0.01%	231.49K
Point72 asset management	206.43K	0.04%	206.43K

Top Sellers

Holder	Shares	% Assets	Change
First trust advisors lp	190.40K	0.01%	-981.15K
Ruffer llp	-	-	-481.71K
Mangrove partners	-	-	-410.63K
Invesco	324.45K	0.01%	-395.12K
Caisse de depot et placement du quebec	-	-	-386.38K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.13M	0.01%	1.13M	$98.77M
Point72 asset management	206.43K	0.04%	206.43K	$20.90M
Colony group	156.20K	0.03%	156.20K	$15.81M
Kennedy capital management	156.14K	0.35%	156.14K	$15.81M
Bridgewater associates, lp	117.21K	0.05%	117.21K	$11.86M

Sold Out

Holder	Change
Zions bancorporation, national association /ut/	-1.00
Gradient investments	-1.00
Mendota financial group	-2.00
Raleigh capital management	-2.00
Sugarloaf wealth management	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	460	-1.71%	58,663,648	-6.94%	81	1.06%	211	-5.80%	172	-4.44%
Jun 30, 2025	462	-1.07%	62,845,827	-2.18%	87	1.14%	222	1.37%	178	1.71%
Mar 31, 2025	460	3.14%	64,196,672	-6.10%	87	1.10%	212	-5.78%	175	8.02%
Dec 31, 2024	288	-31.43%	52,290,824	-22.02%	68	0.89%	141	-30.20%	110	-29.03%
Sep 30, 2024	415	4.80%	67,027,311	-2.01%	87	1.10%	200	9.29%	154	-2.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	8.93M	12.30%	6.55M
iShares Core S&P Small-Cap ETF	4.25M	6.10%	-
Vanguard Total Stock Mkt Idx Inv	2.24M	3.22%	-47.41K
Vanguard Small Cap Index	1.73M	2.49%	-10.44K
iShares Russell 2000 ETF	1.67M	2.40%	-
Donald Smith & Co. All Eq Accounts Comp	1.68M	2.36%	31.85K
Vanguard Equity-Income Inv	1.31M	1.84%	178.69K
Avantis US Small Cap Value ETF	1.14M	1.64%	-
Vanguard Small Cap Value Index Inv	1.12M	1.60%	3.30K
DFA US Small Cap Value I	963.09K	1.38%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 13, 2025	Chelko Carrie	EVP and General Counsel	Sell	$286.20K
Aug 11, 2025	Smith Craig Donald	President and CEO PPM America	Sell	$229.18K
Aug 07, 2025	Smith Craig Donald	President and CEO PPM America	Sell	$132.66K
Aug 08, 2025	Smith Craig Donald	President and CEO PPM America	Sell	$314.86K
Apr 07, 2025	Smith Craig Donald	President and CEO PPM America	Sell	$75.44K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	-	8
2025 Q1	-	4
2024 Q4	1	1
2024 Q3	1	2

JXN Ownership FAQ

Who Owns Jackson Financial?

Jackson Financial shareholders are primarily institutional investors at 81.68%, followed by 1.73% insiders and 16.59% retail investors. The average institutional ownership in Jackson Financial's industry, Life Insurance Stocks , is 44.08%, which Jackson Financial exceeds.

Who owns the most shares of Jackson Financial?

Jackson Financial’s largest shareholders are Vanguard group (9.45M shares, 13.15%), Blackrock funding, inc. /de (6.91M shares, 9.63%), and Blackrock (7.41M shares, 9.49%). Together, they hold 32.26% of Jackson Financial’s total shares outstanding.

Does Blackrock own Jackson Financial?

Yes, BlackRock owns 9.49% of Jackson Financial, totaling 7.41M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 549.98M$. In the last quarter, BlackRock decreased its holdings by -164K shares, a -2.16% change.

Who is Jackson Financial’s biggest shareholder by percentage of total assets invested?

Four tree island advisory is Jackson Financial’s biggest shareholder by percentage of total assets invested, with 13.57% of its assets in 223.95K Jackson Financial shares, valued at 21.3M$.

Who is the top mutual fund holder of Jackson Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Jackson Financial shares, with 12.30% of its total shares outstanding invested in 8.93M Jackson Financial shares.

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