Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JXN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.9M | $729.5M | +3.8% | 9.895% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $577.6M | — | 7.834% | 0.03% |
| 3 | TPG GP A, LLC | 4.7M | $498.5M | — | 6.761% | 13.55% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $429.2M | +0.5% | 5.822% | 0.09% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $333.5M | — | 4.523% | 0.01% |
| 6 | STATE STREET CORP | 2.9M | $309.9M | +0.7% | 4.203% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $239.4M | +26.8% | 3.128% | 0.01% |
| 8 | DONALD SMITH & CO., INC. | 1.9M | $200.1M | -3.2% | 2.713% | 3.60% |
| 9 | GOLDMAN SACHS GROUP INC | 1.6M | $171.8M | +9.7% | 2.330% | 0.02% |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.5M | $161.4M | +0.7% | 2.189% | 0.08% |
| 11 | HSBC HOLDINGS PLC | 1.5M | $156.5M | — | 2.130% | 0.08% |
| 12 | FEDERATED HERMES, INC. | 1.1M | $114.8M | +10.7% | 1.557% | 0.19% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $112.6M | +2.1% | 1.527% | 0.02% |
| 14 | MORGAN STANLEY | 1.0M | $107.6M | -14.9% | 1.459% | 0.01% |
| 15 | Bank of New York Mellon Corp | 911K | $96.3M | +2.8% | 1.306% | 0.02% |
| 16 | NORTHERN TRUST CORP | 865K | $91.5M | +0.9% | 1.241% | 0.01% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 820K | $86.7M | -16.8% | 1.175% | 0.05% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 667K | $70.5M | +11.6% | 0.956% | 0.05% |
| 19 | JANUS HENDERSON GROUP PLC | 485K | $51.3M | +31.6% | 0.695% | 0.03% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 472K | $49.9M | -18.3% | 0.677% | 0.21% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 456K | $48.3M | — | 0.654% | 0.01% |
| 22 | Nuveen, LLC | 432K | $45.7M | -2.0% | 0.620% | 0.01% |
| 23 | Qube Research & Technologies Ltd | 379K | $40.1M | +74.8% | 0.543% | 0.05% |
| 24 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 355K | $37.6M | -7.0% | 0.510% | 0.06% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 344K | $36.4M | +6.2% | 0.493% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in JXN — a direct measure of their conviction.
Filings activity in JXN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 500 | +1.2% | 81.57% | +4.56 pp | $6.18B | +5.9% |
| Q4 2025 | 494 | +5.8% | 77.01% | +2.56 pp | $5.84B | +3.4% |
| Q3 2025 | 467 | +4.5% | 74.45% | +5.55 pp | $5.64B | +8.0% |
| Q2 2025 | 447 | +1.8% | 68.90% | +2.95 pp | $5.22B | +4.5% |
| Q1 2025 | 439 | +2.8% | 65.95% | 8.70 pp | $5.00B | 12% |
| Q4 2024 | 427 | +6.5% | 74.65% | 0.85 pp | $5.66B | 1.1% |
| Q3 2024 | 401 | +6.1% | 75.50% | +12.19 pp | $5.72B | +19% |
| Q2 2024 | 378 | — | 63.31% | — | $4.80B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying JXN stock.
Based on Q1 2026 13F filings, institutional ownership of Jackson Financial Inc. stands at 81.6%, held across 500 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of JXN, with approximately 6,900,728 shares worth $0.73B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of JXN.
Our composite Smart Money Score for JXN is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
74 institutions opened new positions in JXN during Q1 2026, while 68 fully exited. 162 added to existing positions and 260 trimmed.
JXN institutional ownership rose by 4.56 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 59.0% of all reported 13F value in JXN, and the top 25 account for 77.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Jackson Financial Inc. (JXN) Institutional Ownership