Jackson Financial Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 9.99 M | $911.30 M | -0.10% | 13.04% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 7.34 M | $669.46 M | 100.00% | 9.58% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 4.60 M | $419.94 M | 2.95% | 6.01% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 3.65 M | $332.69 M | -4.36% | 4.76% |
| STATE STREET CORP | 11/14/2024 | 3.27 M | $298.05 M | 4.92% | 4.27% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.15 M | $196.41 M | 35.96% | 2.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.09 M | $194.19 M | 7.44% | 2.72% |
| DONALD SMITH & CO., INC. | 10/25/2024 | 2.00 M | $182.59 M | -7.97% | 2.61% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 1.63 M | $148.27 M | 33.32% | 2.12% |
| MORGAN STANLEY | 11/14/2024 | 1.62 M | $147.48 M | 10.31% | 2.11% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.56 M | $142.41 M | -3.82% | 2.04% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 1.45 M | $132.04 M | -1.91% | 1.89% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 1.08 M | $98.34 M | -6.87% | 1.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.05 M | $95.87 M | 40.05% | 1.37% |
| INVESCO LTD. | 11/12/2024 | 962,901 | $87.85 M | 75.22% | 1.26% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 942,039 | $35.04 M | 9,363.92% | 1.23% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 902,149 | $82.30 M | -3.74% | 1.18% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 777,294 | $70.91 M | 1.63% | 1.01% |
| JUPITER ASSET MANAGEMENT LTD | 11/12/2024 | 570,984 | $52.09 M | -0.11% | 0.75% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 567,211 | $51.75 M | -25.58% | 0.74% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 526,100 | $48.00 M | 19.75% | 0.69% |
| JPMORGAN CHASE & CO | 12/26/2024 | 485,744 | $44.31 M | -2.24% | 0.63% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/11/2024 | 447,171 | $40.80 M | 100.00% | 0.58% |
| MANGROVE PARTNERS | 11/14/2024 | 410,630 | $37.46 M | -40.65% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 407,104 | $37.14 M | 0.28% | 0.53% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 383,845 | $35.02 M | -1.94% | 0.50% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 369,540 | $33.71 M | -5.53% | 0.48% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 329,498 | $30.06 M | 108.38% | 0.43% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 312,648 | $28.52 M | 24.97% | 0.41% |
| CBOE VEST FINANCIAL, LLC | 10/18/2024 | 310,366 | $28.31 M | -2.29% | 0.41% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 272,080 | $24.82 M | -2.15% | 0.36% |
| UBS GROUP AG | 11/14/2024 | 271,722 | $24.79 M | 15.02% | 0.35% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 251,434 | $22.94 M | 5.39% | 0.33% |
| RHUMBLINE ADVISERS | 11/12/2024 | 242,075 | $22.08 M | -0.01% | 0.32% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 234,865 | $21.43 M | 0.16% | 0.31% |
| CANDRIAM S.C.A. | 11/13/2024 | 219,097 | $19.99 M | -5.78% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 198,485 | $18.11 M | -13.72% | 0.26% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 178,727 | $16.30 M | -49.88% | 0.23% |
| LPL FINANCIAL LLC | 11/08/2024 | 175,871 | $16.04 M | 5.90% | 0.23% |
| FMR LLC | 11/13/2024 | 174,505 | $15.92 M | 106.01% | 0.23% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 172,564 | $15.74 M | -66.28% | 0.23% |
| AXA S.A. | 11/14/2024 | 166,435 | $15.18 M | 117.28% | 0.22% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 162,633 | $14.84 M | -1.83% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 159,611 | $14.56 M | 6.90% | 0.21% |
| CHURCHILL MANAGEMENT CORP | 10/15/2024 | 157,250 | $14.35 M | -1.32% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 155,412 | $14.18 M | -0.19% | 0.20% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 152,215 | $13.89 M | -4.51% | 0.20% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 150,878 | $13.76 M | -28.54% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 149,000 | $13.59 M | -1.13% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2024 | 147,456 | $13.45 M | 1.72% | 0.19% |
Jackson Financial Inc.institutional Ownership - FAQ's
During the previous two years, 450 institutional investors and hedge funds held shares of Jackson Financial Inc.. The most heavily invested institutionals were:
Mendota Financial Group, LLC: 0
Fifth Third Wealth Advisors LLC: 0
WOLFF WIESE MAGANA LLC: 0
VANGUARD GROUP INC: 9.99 M
BlackRock Funding, Inc. /DE: 7.34 M
DIMENSIONAL FUND ADVISORS LP: 4.6 M
87.53% of Jackson Financial Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 71.38 M shares in the last 24 months. This purchase volume represents approximately $6.34 B in transactions.