Jackson Financial Ownership | Who Owns Jackson Financial?
Jackson Financial Ownership Summary
Jackson Financial is owned by 71.55% institutional investors, 1.71% insiders, and 26.74% retail investors. Vanguard group is the largest institutional shareholder, holding 12.91% 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 | 71.55% | 1.71% | 26.74% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Life Insurance Stocks | 38.04% | 11.38% | 50.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 9.05M | 12.91% | $965.08M |
| Blackrock funding, inc. /de | 6.65M | 9.49% | $709.36M |
| Blackrock | 7.41M | 9.49% | $549.98M |
| Dimensional fund advisors lp | 4.04M | 5.77% | $431.04M |
| State street | 2.96M | 4.13% | $299.99M |
| Donald smith | 1.95M | 2.79% | $208.44M |
| Geode capital management | 1.72M | 2.45% | $183.50M |
| Acadian asset management | 1.50M | 2.14% | $159.72M |
| Goldman sachs group | 1.48M | 2.11% | $158.05M |
| American century companies | 1.52M | 2.11% | $153.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Four tree island advisory | 226.11K | 13.31% | $24.11M |
| Donald smith | 1.95M | 3.90% | $208.44M |
| Miller value partners | 93.83K | 3.49% | $9.50M |
| Gator capital management | 102.98K | 2.23% | $10.98M |
| Ibex wealth advisors | 196.22K | 1.90% | $19.86M |
| Element capital management | 12.29K | 1.76% | $1.24M |
| Easterly investment partners | 214.58K | 1.40% | $22.88M |
| Alexander labrunerie | 36.39K | 1.32% | $3.23M |
| Carson advisory | 22.25K | 1.23% | $2.37M |
| Accordant advisory group | 15.73K | 1.16% | $1.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.22M | 0.01% | 1.22M |
| Raymond james & associates | 278.07K | 0.01% | 231.49K |
| Bank of new york mellon | 886.11K | 0.02% | 213.13K |
| Point72 asset management | 206.43K | 0.04% | 206.43K |
| Amundi | 193.82K | 0.01% | 181.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 190.40K | 0.01% | -981.15K |
| Ruffer llp | - | - | -481.71K |
| Mangrove partners | - | - | -410.63K |
| Vanguard group | 9.05M | 0.01% | -396.30K |
| Invesco | 324.45K | 0.01% | -395.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.22M | 0.01% | 1.22M | $129.88M |
| 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 |
|---|---|
| Gradient investments | -1.00 |
| Tortoise investment management | -1.00 |
| Raleigh capital management | -2.00 |
| Mendota financial group | -2.00 |
| Sugarloaf wealth management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 400 | -18.37% | 50,146,859 | -15.76% | 71 | 1.04% | 180 | -21.05% | 150 | -17.13% |
| 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% |
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 | 4.10M | 5.80% | -631.16K |
| Vanguard Total Stock Mkt Idx Inv | 2.13M | 3.01% | 4.75K |
| Donald Smith & Co. All Eq Accounts Comp | 1.94M | 2.74% | -10.58K |
| iShares Russell 2000 ETF | 1.62M | 2.29% | -16.10K |
| Vanguard Small Cap Index | 1.54M | 2.18% | -173.00 |
| Vanguard Equity-Income Inv | 1.25M | 1.77% | -26.80K |
| Avantis US Small Cap Value ETF | 1.11M | 1.58% | - |
| Vanguard Small Cap Value Index Inv | 988.51K | 1.40% | -7.51K |
| First Trust SMID Cp Rising Div Achv ETF | 996.87K | 1.37% | 2.13K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2026 | Kirkland Derek G | - | Sell | $1.08M |
| 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 08, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $314.86K |
| Aug 07, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $132.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | 4 |
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