Jackson Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 9.05 M | $965.08 M | -4.20% | 12.91% |
| BLACKROCK, INC. | 02/12/2026 | 6.65 M | $709.36 M | -3.79% | 9.49% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 4.04 M | $431.04 M | 1.17% | 5.77% |
| STATE STREET CORP | 02/13/2026 | 2.91 M | $310.39 M | -1.79% | 4.15% |
| DONALD SMITH & CO., INC. | 02/11/2026 | 1.95 M | $208.44 M | -0.52% | 2.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.72 M | $183.50 M | 0.03% | 2.45% |
| HSBC HOLDINGS PLC | 03/20/2026 | 1.55 M | $166.48 M | 16.54% | 2.21% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.52 M | $161.71 M | -0.05% | 2.16% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 1.50 M | $159.72 M | -7.10% | 2.14% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.48 M | $158.05 M | -17.54% | 2.11% |
| NORGES BANK | 02/10/2026 | 1.22 M | $129.88 M | 100.00% | 1.74% |
| MORGAN STANLEY | 02/13/2026 | 1.20 M | $127.60 M | 6.01% | 1.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.04 M | $111.30 M | -3.13% | 1.49% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 985.57 K | $105.11 M | -7.66% | 1.41% |
| FEDERATED HERMES, INC. | 02/12/2026 | 981.05 K | $104.63 M | 14.82% | 1.40% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 896.94 K | $95.66 M | 5.80% | 1.28% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 886.11 K | $94.50 M | 31.67% | 1.26% |
| NORTHERN TRUST CORP | 02/17/2026 | 857.50 K | $91.45 M | -6.67% | 1.22% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 597.03 K | $63.67 M | -0.69% | 0.85% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 577.37 K | $61.58 M | -0.13% | 0.82% |
| NUVEEN, LLC | 02/12/2026 | 441.32 K | $47.07 M | -2.68% | 0.63% |
| JPMORGAN CHASE & CO | 02/11/2026 | 406.02 K | $43.30 M | -23.09% | 0.58% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 382.08 K | $40.75 M | 14.74% | 0.55% |
| JANE STREET GROUP, LLC | 02/12/2026 | 377.95 K | $40.31 M | 8.26% | 0.54% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 368.28 K | $39.27 M | 36.67% | 0.53% |
| CITADEL ADVISORS LLC | 02/17/2026 | 365.75 K | $39.01 M | -23.49% | 0.52% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 360.26 K | $38.42 M | 47.08% | 0.51% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 350.85 K | $37.42 M | 50.82% | 0.50% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 325.51 K | $34.72 M | 57.69% | 0.46% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 324.01 K | $34.56 M | -3.70% | 0.46% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/14/2026 | 310.88 K | $33.15 M | -22.83% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 288.44 K | $30.76 M | 58.67% | 0.41% |
| INVESCO LTD. | 02/19/2026 | 286.67 K | $30.57 M | -11.65% | 0.41% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 281.92 K | $30.07 M | -27.98% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 276.82 K | $29.52 M | 10.60% | 0.40% |
| ALGERT GLOBAL LLC | 02/17/2026 | 276.79 K | $29.52 M | 14.61% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 274.22 K | $29.25 M | 0.98% | 0.39% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 268.89 K | $28.68 M | -10.95% | 0.38% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 248.79 K | $26.60 M | -13.13% | 0.36% |
| AMUNDI | 02/17/2026 | 242.44 K | $25.86 M | 25.08% | 0.35% |
| SEI INVESTMENTS CO | 02/13/2026 | 239.98 K | $25.59 M | 2.20% | 0.34% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 227.98 K | $24.31 M | 7.36% | 0.33% |
| FOUR TREE ISLAND ADVISORY LLC | 01/30/2026 | 226.11 K | $24.11 M | 0.96% | 0.32% |
| LPL FINANCIAL LLC | 02/11/2026 | 219.74 K | $23.44 M | 0.33% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 216.84 K | $23.13 M | -19.99% | 0.31% |
| EASTERLY INVESTMENT PARTNERS LLC | 02/10/2026 | 214.58 K | $22.88 M | -2.99% | 0.31% |
| RHUMBLINE ADVISERS | 02/13/2026 | 203.77 K | $21.73 M | -7.99% | 0.29% |
| IBEX WEALTH ADVISORS | 02/17/2026 | 196.14 K | $20.92 M | -0.04% | 0.28% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 182.20 K | $19.43 M | -6.05% | 0.26% |
| 02/17/2026 | 180.00 K | $19.20 M | 100.00% | 0.26% |
Jackson Financial Inc institutional Ownership - FAQ's
During the previous two years, 620 institutional investors and hedge funds held shares of Jackson Financial Inc. The most heavily invested institutionals were:
HSBC HOLDINGS PLC: 1.49 M
Bank of New York Mellon Corp: 910,853
Nuveen, LLC: 432,298
PRINCIPAL FINANCIAL GROUP INC: 344,040
WEDGE CAPITAL MANAGEMENT L L P/NC: 291,691
IBEX WEALTH ADVISORS: 199,723
85.38% of Jackson Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 70.81 M shares in the last 24 months. This purchase volume represents approximately $7.76 B in transactions.