Security key
46817M107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 70,747,797
- Total 13F shares
- 65,106,632
- Share change
- +1,433,537
- Total reported value
- $1,992,866,898
- Put/Call ratio
- 75%
- Price per share
- $30.61
- Number of holders
- 273
- Value change
- +$35,016,262
- Number of buys
- 154
- Number of sells
- 125
Report period
Q2 2023
Institutions
273
Top holders
10
JXN full security history
Newer quarter: Q3 2023
Previous quarter: Q1 2023
Jackson Financial Inc. SEC filings
Jackson Financial Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 46817M107
Recent filing periods:
Top shareholders of JXN - Jackson Financial Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
14%
|
9,668,042
|
$361,681,451 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.8%
|
6,248,889
|
$233,770,936 | — | 31 Mar 2023 | |
| DODGE & COX |
13F
|
Company |
5.9%
|
4,186,406
|
$156,613,448 | — | 31 Mar 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
5.9%
|
4,157,287
|
$155,525,000 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4%
|
2,822,171
|
$105,574,897 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
3%
|
2,129,791
|
$79,675,481 | — | 31 Mar 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
2.2%
|
1,546,228
|
$57,844,388 | — | 31 Mar 2023 | |
| EJF Capital LP |
13F
|
Company |
2.1%
|
1,487,040
|
$55,630,166 | — | 31 Mar 2023 | |
| Ruffer LLP |
13F
|
Company |
2.1%
|
1,476,421
|
$55,202,591 | — | 31 Mar 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
2%
|
1,401,828
|
$52,442,386 | — | 31 Mar 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
2%
|
1,400,985
|
$52,410,849 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,371,602
|
$51,311,643 | — | 31 Mar 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.6%
|
1,154,294
|
$43,182,000 | — | 31 Mar 2023 | |
| DONALD SMITH & CO., INC. |
13F
|
Company |
1.4%
|
1,000,917
|
$37,444,305 | — | 31 Mar 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
1.4%
|
995,600
|
$37,245,396 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
1.4%
|
991,997
|
$37,110,612 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
937,826
|
$35,084,071 | — | 31 Mar 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
1.2%
|
847,182
|
$31,693,079 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
778,495
|
$29,123,486 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.1%
|
775,187
|
$28,519,130 | — | 31 Mar 2023 | |
| MANGROVE PARTNERS IM, LLC |
13F
|
Company |
0.98%
|
691,869
|
$25,882,819 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.94%
|
663,439
|
$24,819,252 | — | 31 Mar 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.89%
|
630,956
|
$23,592,000 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.79%
|
557,480
|
$20,855,327 | — | 31 Mar 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.78%
|
553,983
|
$20,695,191 | — | 31 Mar 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.75%
|
532,315
|
$19,913,904 | — | 31 Mar 2023 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
0.73%
|
515,777
|
$19,295,219 | — | 31 Mar 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.72%
|
512,085
|
$846,435 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.66%
|
468,998
|
$17,545,262 | — | 31 Mar 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.65%
|
459,121
|
$17,175,716 | — | 31 Mar 2023 | |
| Toscafund Asset Management LLP |
13F
|
Company |
0.57%
|
402,275
|
$15,049,108 | — | 31 Mar 2023 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.55%
|
391,216
|
$14,635,391 | — | 31 Mar 2023 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.55%
|
390,922
|
$14,624,000 | — | 31 Mar 2023 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.54%
|
383,905
|
$14,361,886 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.53%
|
376,073
|
$14,068,891 | — | 31 Mar 2023 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.48%
|
342,822
|
$12,824,971 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.47%
|
335,278
|
$12,542,750 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
0.44%
|
308,027
|
$11,523,292 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.4%
|
284,045
|
$10,626,140 | — | 31 Mar 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
0.38%
|
269,978
|
$10,099,877 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.36%
|
257,438
|
$9,631,000 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.34%
|
244,037
|
$9,129,418 | — | 31 Mar 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.34%
|
238,600
|
$8,926,026 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.32%
|
225,003
|
$8,417,397 | — | 31 Mar 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.31%
|
221,645
|
$8,291,739 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.31%
|
219,871
|
$8,225,354 | — | 31 Mar 2023 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.31%
|
216,173
|
$8,087,032 | — | 31 Mar 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.3%
|
215,407
|
$8,058,377 | — | 31 Mar 2023 | |
| MILLER VALUE PARTNERS, LLC |
13F
|
Company |
0.3%
|
209,225
|
$7,827,107 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.29%
|
207,508
|
$7,762,874 | — | 31 Mar 2023 |
Institutional Holders of Jackson Financial Inc. - Common Stock (JXN) as of Q2 2023
As of 30 Jun 2023,
Jackson Financial Inc. - Common Stock (JXN) was held by
273 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
65,106,632 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., Dodge & Cox, PRICE T ROWE ASSOCIATES INC /MD/, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, Ruffer LLP, MORGAN STANLEY, GEODE CAPITAL MANAGEMENT, LLC, and DONALD SMITH & CO., INC..
This page lists
276
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
292
Q2 2023 holders
273
Holder diff
-19
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.