Jackson Financial Inc. - Common Stock, Par Value $0.01 Per Share (JXN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / Common Stock, Par Value $0.01 Per Share
Symbol
JXN on NYSE
Shares outstanding
70,381,403
Price per share
$115.98
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
58,204,911
Total reported value
$6,205,843,549
% of total 13F portfolios
0.01%
Share change
-91,201
Value change
-$7,615,740
Number of holders
498
Price from insider filings
$115.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Jackson Financial Inc. - Common Stock, Par Value $0.01 Per Share (JXN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TPG GP A, LLC 6.7% $502,913,834 4,715,554 TPG GP A, LLC 11 Feb 2026
FIRST TRUST PORTFOLIOS LP 2.2% $128,699,476 1,622,535 First Trust Portfolios L.P. 31 Mar 2025

As of 31 Dec 2025, 498 institutional investors reported holding 58,204,911 shares of Jackson Financial Inc. - Common Stock, Par Value $0.01 Per Share (JXN). This represents 83% of the company’s total 70,381,403 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Jackson Financial Inc. - Common Stock, Par Value $0.01 Per Share (JXN) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 9,048,998 -4.2% 0.01% $965,075,636
BlackRock, Inc. 9.5% 6,651,329 -3.8% 0.01% $709,364,197
DIMENSIONAL FUND ADVISORS LP 5.7% 4,041,610 +1.2% 0.09% $431,044,599
STATE STREET CORP 4.1% 2,910,343 -1.8% 0.01% $310,388,081
DONALD SMITH & CO., INC. 2.8% 1,954,400 -0.52% 3.9% $208,436,760
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,720,294 +0.03% 0.01% $183,496,089
AMERICAN CENTURY COMPANIES INC 2.2% 1,516,232 -0.05% 0.08% $161,706,195
ACADIAN ASSET MANAGEMENT LLC 2.1% 1,497,825 -7.1% 0.26% $159,717,000
GOLDMAN SACHS GROUP INC 2.1% 1,481,922 -18% 0.02% $158,047,006
NORGES BANK 1.7% 1,217,796 0.01% $129,877,943
MORGAN STANLEY 1.7% 1,196,405 +6% 0.01% $127,596,783
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.5% 1,043,587 -3.1% 0.02% $111,298,554
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.4% 985,573 -7.7% 0.06% $105,111,360
FEDERATED HERMES, INC. 1.4% 981,046 +15% 0.17% $104,628,591
LSV ASSET MANAGEMENT 1.3% 896,939 +5.8% 0.21% $95,659,000
Bank of New York Mellon Corp 1.3% 886,106 +32% 0.02% $94,503,226
NORTHERN TRUST CORP 1.2% 857,495 -6.7% 0.01% $91,451,842
VICTORY CAPITAL MANAGEMENT INC 0.85% 597,030 -0.69% 0.04% $63,673,249
JACOBS LEVY EQUITY MANAGEMENT, INC 0.82% 577,365 -0.13% 0.24% $61,575,977
Nuveen, LLC 0.63% 441,316 -2.7% 0.01% $47,066,351
JPMORGAN CHASE & CO 0.58% 406,016 -23% 0% $43,301,608
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.54% 382,081 +15% 0.07% $40,748,939
JANE STREET GROUP, LLC 0.54% 377,951 +8.3% 0.05% $40,308,474
JANUS HENDERSON GROUP PLC 0.52% 368,277 +37% 0.02% $39,271,224
CITADEL ADVISORS LLC 0.52% 365,745 -23% 0.03% $39,006,704

Institutional Holders of Jackson Financial Inc. - Common Stock, Par Value $0.01 Per Share (JXN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 58,204,911 $6,205,843,549 -$7,615,740 $106.65 498
2025 Q3 59,501,426 $6,020,831,207 -$309,759,586 $101.23 474
2025 Q2 63,031,759 $5,597,406,586 -$109,848,980 $88.79 455
2025 Q1 64,319,257 $5,387,097,624 -$338,252,596 $83.78 449
2024 Q4 68,335,470 $5,956,970,540 +$29,760,687 $87.08 433
2024 Q3 67,229,677 $6,138,115,014 -$57,644,286 $91.23 405
2024 Q2 68,398,263 $5,080,858,545 -$72,029,037 $74.26 379
2024 Q1 69,363,569 $4,587,445,152 +$59,530,367 $66.14 357
2023 Q4 69,463,194 $3,557,202,347 -$73,769,482 $51.20 344
2023 Q3 71,210,564 $2,721,684,359 +$227,324,250 $38.22 289
2023 Q2 65,106,632 $1,992,866,898 +$35,016,262 $30.61 273
2023 Q1 64,139,420 $2,398,822,242 -$33,122,407 $37.41 292
2022 Q4 65,190,968 $2,268,525,022 -$114,189,577 $34.79 286
2022 Q3 68,519,225 $1,905,176,335 +$90,738,876 $27.75 219
2022 Q2 65,278,876 $1,746,460,129 +$256,401,274 $26.75 195
2022 Q1 53,675,932 $2,374,012,736 -$298,756,100 $44.23 184
2021 Q4 60,521,651 $2,531,870,548 +$374,491,294 $41.83 183
2021 Q3 56,156,734 $1,459,256,274 +$1,459,255,279 $26.00 205