Jackson Financial Ownership | Who Owns Jackson Financial?

Overview Forecast RevenueFinancials Chart Transcripts

Jackson Financial Ownership Summary

Jackson Financial is owned by 87.50% institutional investors, 1.27% insiders, and 11.23% retail investors. Vanguard group is the largest institutional shareholder, holding 12.81% of JXN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.42% of its assets in Jackson Financial shares.

JXN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Jackson Financial	87.50%	1.27%	11.23%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Life Insurance Stocks	60.50%	8.53%	30.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	10.00M	12.81%	$742.50M
Blackrock	7.41M	9.49%	$549.98M
Dimensional fund advisors lp	4.47M	5.73%	$332.03M
First trust advisors lp	3.81M	4.88%	$283.15M
State street	3.11M	3.99%	$231.22M
Hsbc	2.21M	2.83%	$165.97M
Donald smith	2.17M	2.79%	$161.49M
Geode capital management	1.94M	2.49%	$144.21M
American century companies	1.62M	2.08%	$120.53M
Goldman sachs group	1.58M	2.03%	$117.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Miller value partners	145.84K	6.92%	$10.83M
Gator capital management	120.67K	4.55%	$8.96M
Donald smith	2.17M	4.12%	$161.49M
Mangrove partners	691.87K	3.94%	$51.38M
Lingohr & partner asset management gmbh	11.08K	2.06%	$823.00K
Denali advisors	93.60K	1.90%	$6.95M
Carson advisory	35.78K	1.86%	$2.66M
Alexander labrunerie	35.74K	1.43%	$2.65M
Kendall capital management	50.40K	1.25%	$3.74M
Poehling capital management	54.99K	1.12%	$4.08M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.13M	0.01%	1.13M
Acadian asset management	1.22M	0.28%	724.15K
Allianz asset management gmbh	764.84K	0.08%	468.86K
Lsv asset management	439.34K	0.07%	422.18K
Geode capital management	1.94M	0.01%	242.44K

Top Sellers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	1.27M	0.01%	-1.19M
Vanguard group	10.00M	0.01%	-516.84K
Ruffer llp	-	-	-481.71K
Hsbc	2.21M	0.10%	-371.76K
First trust advisors lp	3.81M	0.29%	-287.77K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.13M	0.01%	1.13M	$83.63M
Churchill management	159.36K	0.14%	159.36K	$11.83M
Segall bryant & hamill	85.64K	0.11%	85.64K	$6.36M
Axa	76.60K	0.02%	76.60K	$5.69M
Mirae asset global etfs	61.15K	0.01%	61.15K	$4.54M

Sold Out

Holder	Change
Gradient investments	-1.00
Wetzel investment advisors	-1.00
Sugarloaf wealth management	-3.00
Sachetta	-15.00
Nelson, van denburg & campbell wealth management group	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	375	6.23%	68,271,483	-1.35%	86	1.24%	176	-3.83%	139	17.80%
Dec 31, 2023	353	17.28%	69,203,564	-1.15%	83	1.16%	183	9.58%	118	38.82%
Sep 30, 2023	301	4.51%	70,006,782	6.79%	84	1.35%	167	3.09%	85	18.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	4.77M	6.42%	-
First Trust Rising Dividend Achiev ETF	2.68M	3.56%	1.30K
Vanguard Total Stock Mkt Idx Inv	2.38M	3.20%	-8.06K
Donald Smith & Co. All Eq Accounts Comp	1.98M	2.64%	-172.57K
Vanguard Small Cap Index	1.89M	2.54%	3.70K
iShares Russell 2000 ETF	1.72M	2.31%	-
Vanguard Small Cap Value Index Inv	1.27M	1.71%	-440.00
Avantis US Small Cap Value ETF	1.26M	1.69%	-
DFA US Small Cap Value I	1.24M	1.64%	6.42K
Vanguard Equity-Income Inv	1.16M	1.54%	-173.34K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	Durant Gregory T	-	Buy	$135.42K
Nov 12, 2024	Ganguly Devkumar Dilip	EVP & Chief Operating Officer	Sell	$1.11M
Sep 19, 2024	Chelko Carrie	EVP and General Counsel	Sell	$502.20K
Aug 13, 2024	Romine Scott	President and CEO, JNLD	Sell	$825.20K
Aug 13, 2024	Noles Russell G	-	Buy	$59.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	1
2024 Q3	1	2
2024 Q2	2	3
2024 Q1	1	-
2023 Q4	-	3

JXN Ownership FAQ

Who Owns Jackson Financial?

Jackson Financial shareholders are primarily institutional investors at 87.50%, followed by 1.27% insiders and 11.23% retail investors. The average institutional ownership in Jackson Financial's industry, Life Insurance Stocks , is 60.50%, which Jackson Financial exceeds.

Who owns the most shares of Jackson Financial?

Jackson Financial’s largest shareholders are Vanguard group (10M shares, 12.81%), Blackrock (7.41M shares, 9.49%), and Dimensional fund advisors lp (4.47M shares, 5.73%). Together, they hold 28.02% 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?

Miller value partners is Jackson Financial’s biggest shareholder by percentage of total assets invested, with 6.92% of its assets in 145.84K Jackson Financial shares, valued at 10.83M$.

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Jackson Financial shares, with 6.42% of its total shares outstanding invested in 4.77M Jackson Financial shares.

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