Jackson Financial Ownership | Who Owns Jackson Financial?
Jackson Financial Ownership Summary
Jackson Financial is owned by 68.27% institutional investors, 1.94% insiders, and 29.79% 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 | 68.27% | 1.94% | 29.79% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Life Insurance Stocks | 46.79% | 11.52% | 41.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 9.39M | 12.26% | $817.87M |
| Blackrock funding, inc. /de | 7.29M | 9.51% | $634.63M |
| 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 |
| American century companies | 1.56M | 2.03% | $135.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 137.37K | 5.11% | $11.96M |
| Gator capital management | 111.85K | 3.66% | $9.74M |
| Donald smith | 1.56M | 3.24% | $135.61M |
| Lingohr & partner asset management gmbh | 13.61K | 2.45% | $1.18M |
| Ibex wealth advisors | 195.86K | 2.01% | $17.06B |
| Carson advisory | 29.38K | 1.78% | $2.56M |
| Alexander labrunerie | 35.74K | 1.43% | $2.65M |
| Kendall capital management | 49.54K | 1.26% | $4.31M |
| Poehling capital management | 54.99K | 1.12% | $4.08M |
| Easterly investment partners | 129.28K | 0.88% | $11.26M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.13M | 0.01% | 1.13M |
| First trust advisors lp | 4.13M | 0.32% | 487.80K |
| Caisse de depot et placement du quebec | 566.92K | 0.10% | 420.25K |
| Raymond james financial | 312.27K | 0.01% | 312.27K |
| Victory capital management | 447.25K | 0.04% | 296.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 10.04K | 0.07% | -932.00K |
| Vanguard group | 9.39M | 0.01% | -596.90K |
| Ruffer llp | - | - | -481.71K |
| Donald smith | 1.56M | 3.24% | -444.11K |
| Mangrove partners | - | - | -410.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.13M | 0.01% | 1.13M | $98.77M |
| Raymond james financial | 312.27K | 0.01% | 312.27K | $27.19M |
| Cubist systematic strategies | 103.70K | 0.06% | 103.70K | $9.03M |
| Bnp paribas arbitrage, snc | 95.11K | 0.00% | 95.11K | $8.28M |
| Exoduspoint capital management, lp | 87.51K | 0.05% | 87.51K | $7.62M |
Sold Out
| Holder | Change |
|---|---|
| Wetzel investment advisors | -1.00 |
| Gradient investments | -1.00 |
| Mendota financial group | -2.00 |
| Sugarloaf wealth management | -3.00 |
| Claris advisors, llc / mo / | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 4.57M | 6.29% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.22M | 3.05% | 1.41K |
| Vanguard Small Cap Index | 1.79M | 2.47% | 1.49K |
| iShares Russell 2000 ETF | 1.68M | 2.31% | - |
| Donald Smith & Co. All Eq Accounts Comp | 1.54M | 2.09% | -439.56K |
| Avantis US Small Cap Value ETF | 1.19M | 1.64% | -3.89K |
| Vanguard Small Cap Value Index Inv | 1.18M | 1.62% | -4.43K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.12M | 1.54% | 309.00 |
| DFA US Small Cap Value I | 1.06M | 1.46% | -81.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 07, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $211.32K |
| Apr 07, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $75.44K |
| Apr 07, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $161.60K |
| Apr 07, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $126.79K |
| Apr 07, 2025 | Smith Craig Donald | President and CEO PPM America | Sell | $382.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 1 | 2 |
| 2024 Q2 | 2 | 3 |
JXN Ownership FAQ
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