Who Owns Jackson Financial Stock?
NYSE: JXNFinancial ServicesInsurance - LifeUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 97.64%
- Held by insiders
- 1.69%
- Institutional holders
- 670
- Institutions 97.6%
- Insiders 1.7%
- Public and other 0.7%
Who owns Jackson Financial stock?
Institutional investors own about 97.6% of Jackson Financial's shares, spread across 670 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.69% of JXN.
The largest institutional holders are Blackrock Inc. (10.04%), Vanguard Portfolio Management LLC (8.04%) and TPG GP A, LLC (6.96%). Together, the top 10 institutions control 51.0% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their JXN positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JXN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 6.80M | 10.04% | -1.4% |
| Vanguard Portfolio Management LLC | 5.45M | 8.04% | -0.3% |
| TPG GP A, LLC | 4.72M | 6.96% | 0.0% |
| Dimensional Fund Advisors LP | 4.12M | 6.08% | +1.4% |
| Vanguard Capital Management LLC | 3.14M | 4.63% | -0.6% |
| State Street Corporation | 2.97M | 4.39% | +1.4% |
| Geode Capital Management, LLC | 2.30M | 3.39% | +5.3% |
| Donald Smith & Co., Inc. | 1.79M | 2.64% | -5.5% |
| HSBC Holdings PLC | 1.75M | 2.58% | +17.8% |
| Goldman Sachs Group Inc | 1.52M | 2.24% | -6.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of JXN
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.21M | 3.27% |
| iShares Trust-iShares Core S&P Small-Cap ETF | 1.74M | 2.57% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.60M | 2.36% |
| iShares Trust-iShares Russell 2000 ETF | 1.57M | 2.31% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | 1.12M | 1.65% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.01M | 1.50% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 963.09K | 1.42% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 799.35K | 1.18% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 724.07K | 1.07% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 656.00K | 0.97% |
Frequently asked questions
Who is the largest shareholder of Jackson Financial?
Blackrock Inc. is the largest institutional shareholder of JXN, owning 10.04% of shares outstanding (6.80M shares) as of its latest 13F filing.
What percentage of Jackson Financial is owned by institutions?
Institutions own about 97.6% of JXN shares and 99.3% of the public float.
How much of Jackson Financial do insiders own?
Insiders, such as officers and directors, own about 1.69% of JXN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.