Jackson Financial Ownership | Who Owns Jackson Financial?
Jackson Financial Ownership Summary
Jackson Financial is owned by 87.50% institutional investors, 1.73% insiders, and 10.77% retail investors. Vanguard group is the largest institutional shareholder, holding 12.26% 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 | 87.50% | 1.73% | 10.77% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Life Insurance Stocks | 64.02% | 10.71% | 25.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 9.39M | 12.26% | $817.87M |
| Blackrock funding, inc. /de | 6.98M | 9.72% | $620.02M |
| Blackrock | 7.41M | 9.49% | $549.98M |
| Dimensional fund advisors lp | 4.40M | 5.74% | $383.05M |
| First trust advisors lp | 4.13M | 5.40% | $360.04M |
| State street | 3.11M | 3.99% | $231.22M |
| Goldman sachs group | 2.42M | 3.17% | $211.12M |
| Hsbc | 2.10M | 2.74% | $183.67M |
| Geode capital management | 2.10M | 2.74% | $188.52M |
| Donald smith | 1.70M | 2.37% | $150.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 125.00K | 4.71% | $11.10M |
| Donald smith | 1.70M | 3.55% | $150.86M |
| Gator capital management | 110.65K | 3.04% | $9.82M |
| Ibex wealth advisors | 195.77K | 1.85% | $17.38M |
| Carson advisory | 27.93K | 1.58% | $2.48M |
| Easterly investment partners | 239.98K | 1.53% | $21.31M |
| Alexander labrunerie | 36.39K | 1.32% | $3.23M |
| Gordian capital singapore pte | 10.50K | 1.29% | $879.69K |
| Poehling capital management | 50.80K | 1.05% | $4.51M |
| Kendall capital management | 41.85K | 0.98% | $3.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.13M | 0.01% | 1.13M |
| First trust advisors lp | 4.13M | 0.32% | 487.80K |
| Victory capital management | 447.25K | 0.04% | 296.37K |
| Goldman sachs group | 2.42M | 0.03% | 271.54K |
| Raymond james & associates | 278.07K | 0.01% | 231.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 251.29K | 0.03% | -623.48K |
| Vanguard group | 9.39M | 0.01% | -596.90K |
| Ruffer llp | - | - | -481.71K |
| Mangrove partners | - | - | -410.63K |
| 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 |
| Capitolis liquid global markets | 215.30K | 0.14% | 215.30K | $19.12M |
| Cubist systematic strategies | 103.70K | 0.06% | 103.70K | $9.03M |
| Susquehanna portfolio strategies | 98.92K | 0.19% | 98.92K | $8.78M |
| Bnp paribas arbitrage, snc | 95.11K | 0.00% | 95.11K | $8.28M |
Sold Out
| Holder | Change |
|---|---|
| Wetzel investment advisors | -1.00 |
| Gradient investments | -1.00 |
| Mendota financial group | -2.00 |
| Sugarloaf wealth management | -3.00 |
| Corecap advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 392 | 4.53% | 68,367,857 | 0.14% | 87 | 1.16% | 181 | 2.84% | 157 | 12.95% |
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 | 4.27M | 6.13% | - |
| 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 | 1.68M | 2.41% | - |
| 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 | 1.15M | 1.65% | - |
| Vanguard Small Cap Value Index Inv | 1.12M | 1.60% | 3.30K |
| First Trust SMID Cp Rising Div Achv ETF | 996.87K | 1.37% | 2.13K |
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
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