Jackson Financial Ownership | Who Owns Jackson Financial?
Jackson Financial Ownership Summary
Jackson Financial is owned by 39.37% institutional investors, 1.64% insiders, and 59.00% 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 | 39.37% | 1.64% | 59.00% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Life Insurance Stocks | 41.85% | 11.09% | 47.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 9.05M | 12.91% | $965.08M |
| Blackrock funding, inc. /de | 6.90M | 9.85% | $729.54M |
| Blackrock | 7.41M | 9.49% | $549.98M |
| Tpg gp a | 4.72M | 6.73% | $498.53M |
| Dimensional fund advisors lp | 4.06M | 5.79% | $429.24M |
| State street | 2.93M | 4.18% | $309.90M |
| Geode capital management | 2.18M | 3.11% | $239.45M |
| Donald smith | 1.89M | 2.70% | $200.06M |
| Goldman sachs group | 1.62M | 2.32% | $171.79M |
| American century companies | 1.53M | 2.18% | $161.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tpg gp a | 4.72M | 13.55% | $498.53M |
| Four tree island advisory | 231.84K | 12.37% | $24.51M |
| Donald smith | 1.89M | 3.60% | $200.06M |
| Gator capital management | 105.97K | 2.29% | $11.20M |
| Miller value partners | 80.68K | 2.23% | $8.53M |
| Ibex wealth advisors | 199.72K | 1.97% | $21.11M |
| Element capital management | 12.29K | 1.76% | $1.24M |
| Easterly investment partners | 209.36K | 1.69% | $22.05M |
| Philadelphia financial management of san francisco | 50.00K | 1.53% | $5.29M |
| Leclair wealth partners | 37.17K | 1.36% | $3.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tpg gp a | 4.72M | 13.55% | 4.72M |
| Norges bank | 1.22M | 0.01% | 1.22M |
| Geode capital management | 2.18M | 0.01% | 461.27K |
| Vanguard fiduciary trust | 456.48K | 0.01% | 456.48K |
| Blackrock funding, inc. /de | 6.90M | 0.01% | 249.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ruffer llp | - | - | -481.71K |
| Mangrove partners | - | - | -410.63K |
| Vanguard group | 9.05M | 0.01% | -396.30K |
| Citadel advisors | 32.53K | 0.00% | -333.21K |
| Jane street group | 90.05K | 0.00% | -287.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tpg gp a | 4.72M | 13.55% | 4.72M | $498.53M |
| Norges bank | 1.22M | 0.01% | 1.22M | $129.88M |
| Vanguard fiduciary trust | 456.48K | 0.01% | 456.48K | $48.26M |
| Renaissance | 102.50K | 0.02% | 102.50K | $10.84M |
| Gillson capital lp | 100.90K | 0.87% | 100.90K | $10.67M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Gradient investments | -1.00 |
| Elevated capital advisors | -1.00 |
| Mendota financial group | -2.00 |
| Raleigh capital management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 325 | -37.02% | 27,589,688 | -53.89% | 39 | 0.54% | 152 | -37.19% | 117 | -39.06% |
| 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% |
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 | 4.32M | 6.19% | 28.64K |
| Vanguard Total Stock Mkt Idx Inv | 2.25M | 3.22% | 5.51K |
| Donald Smith & Co. All Eq Accounts Comp | 1.87M | 2.66% | -61.44K |
| Vanguard Small Cap Index | 1.63M | 2.33% | -3.13K |
| iShares Russell 2000 ETF | 1.58M | 2.27% | - |
| Vanguard Equity-Income Inv | 1.12M | 1.59% | -134.71K |
| Avantis US Small Cap Value ETF | 1.11M | 1.59% | - |
| Vanguard Small Cap Value Index Inv | 1.05M | 1.50% | 7.35K |
| 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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