Jackson Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 6.90 M | $729.54 M | 3.75% | 9.85% |
| 05/08/2026 | 5.46 M | $577.63 M | 100.00% | 7.80% | |
| TPG GP A, LLC | 05/15/2026 | 4.72 M | $498.53 M | 100.00% | 6.73% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 4.06 M | $429.24 M | 0.46% | 5.79% |
| 05/15/2026 | 3.15 M | $333.46 M | 100.00% | 4.50% | |
| STATE STREET CORP | 05/15/2026 | 2.93 M | $309.90 M | 0.72% | 4.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.18 M | $239.45 M | 26.81% | 3.11% |
| DONALD SMITH & CO., INC. | 05/14/2026 | 1.89 M | $200.06 M | -3.17% | 2.70% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.62 M | $171.79 M | 9.65% | 2.32% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.53 M | $161.40 M | 0.69% | 2.18% |
| HSBC HOLDINGS PLC | 04/30/2026 | 1.49 M | $156.47 M | -4.20% | 2.12% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 1.34 M | $141.19 M | -10.82% | 1.91% |
| FEDERATED HERMES, INC. | 05/11/2026 | 1.09 M | $114.80 M | 10.69% | 1.55% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.07 M | $112.61 M | 2.07% | 1.52% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 1.06 M | $112.05 M | 18.16% | 1.51% |
| MORGAN STANLEY | 05/15/2026 | 1.02 M | $107.60 M | -14.93% | 1.45% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 910.85 K | $96.30 M | 2.79% | 1.30% |
| NORTHERN TRUST CORP | 05/14/2026 | 865.31 K | $91.48 M | 0.91% | 1.23% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 819.85 K | $86.67 M | -16.82% | 1.17% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 666.54 K | $70.47 M | 11.64% | 0.95% |
| JPMORGAN CHASE & CO | 05/13/2026 | 490.28 K | $50.49 M | 20.75% | 0.70% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 484.71 K | $51.29 M | 31.62% | 0.69% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 472.01 K | $49.90 M | -18.25% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 456.48 K | $48.26 M | 100.00% | 0.65% |
| NUVEEN, LLC | 04/30/2026 | 432.30 K | $45.70 M | -2.04% | 0.62% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 379.03 K | $40.07 M | 74.80% | 0.54% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 355.49 K | $37.58 M | -6.96% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 344.04 K | $36.37 M | 6.18% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 325.22 K | $34.38 M | 17.48% | 0.46% |
| INVESCO LTD. | 05/12/2026 | 323.85 K | $34.24 M | 12.97% | 0.46% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 306.77 K | $32.43 M | 6.36% | 0.44% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 297.85 K | $31.49 M | 10.77% | 0.43% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 04/13/2026 | 291.69 K | $30.84 M | -6.17% | 0.42% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 289.27 K | $29.79 M | 181.96% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 266.90 K | $28.22 M | -2.67% | 0.38% |
| SEI INVESTMENTS CO | 05/13/2026 | 252.84 K | $26.73 M | 5.36% | 0.36% |
| FOUR TREE ISLAND ADVISORY LLC | 05/11/2026 | 231.84 K | $24.51 M | 2.54% | 0.33% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 225.25 K | $23.81 M | 31.23% | 0.32% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 224.91 K | $23.48 M | -9.60% | 0.32% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 216.43 K | $22.88 M | -23.23% | 0.31% |
| EASTERLY INVESTMENT PARTNERS LLC | 05/11/2026 | 209.36 K | $22.05 M | -2.43% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 209.17 K | $22.11 M | 2.65% | 0.30% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 207.61 K | $21.95 M | -42.37% | 0.30% |
| ALGERT GLOBAL LLC | 05/14/2026 | 203.24 K | $21.49 M | -26.57% | 0.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 202.49 K | $21.41 M | -7.85% | 0.29% |
| AMUNDI | 05/18/2026 | 202.15 K | $21.37 M | -16.62% | 0.29% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 199.72 K | $21.11 M | 1.83% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 196.94 K | $20.82 M | -43.87% | 0.28% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 193.07 K | $20.41 M | -15.32% | 0.28% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 189.54 K | $20.04 M | 5.66% | 0.27% |
Jackson Financial Inc institutional Ownership - FAQ's
During the previous two years, 607 institutional investors and hedge funds held shares of Jackson Financial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 6.9 M
TPG GP A, LLC: 4.72 M
DIMENSIONAL FUND ADVISORS LP: 4.06 M
STATE STREET CORP: 2.93 M
GEODE CAPITAL MANAGEMENT, LLC: 2.18 M
DONALD SMITH & CO., INC.: 1.89 M
89.15% of Jackson Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 74.38 M shares in the last 24 months. This purchase volume represents approximately $8.15 B in transactions.