Jackson Financial Inc. hedge fund holdings
JXNNYSE$131.53+2.05 (+1.58%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
JXN · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+29.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 159 | 147 | $330M | $469M | 422 | Aug 14, 2025 |
| Q3 2025 | 155 | 137 | $342M | $524M | 449 | Nov 14, 2025 |
| Q4 2025 | 157 | 140 | $228M | $415M | 484 | Feb 14, 2026 |
| Q1 2026 | 167 | 154 | $331M | $400M | 492 | May 15, 2026 |
| Q2 2026 | 152 | 162 | $323M | $317M | 477 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
477 filersNew position
42$23.2M+227K sh
Increased
110$299M+2.92M sh
Reduced
121-$269M-2.62M sh
Out / sold
41-$48.8M-477K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Schroder Investment Management Group | Reduce 99.17% | -$30.1M | $252K | 0.00% | Aug 13, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 47.96% | -$17.5M | $18.9M | 0.03% | Aug 13, 2026 |
| Gillson Capital LP | Sell 100% | -$10.7M | $0 | 0.00% | Aug 14, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$10.5M | $0 | 0.00% | Aug 14, 2026 |
| Edgestream Partners, L.P. | Reduce 94.72% | -$10M | $559K | 0.02% | Aug 11, 2026 |
| LSV Asset Management | Added 7.73% | +$8.39M | $117M | 0.21% | Aug 6, 2026 |
| Susquehanna Portfolio Strategies, LLC | Reduce 58.20% | -$6.81M | $4.89M | 0.08% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Sell 100% | -$6.36M | $0 | 0.00% | Aug 14, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | Sell 100% | -$5.29M | $0 | 0.00% | Aug 14, 2026 |
| Easterly Investment Partners LLC | Added 21.94% | +$4.7M | $26.1M | 1.33% | Jul 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 35.36% | -$4.66M | $8.52M | 0.02% | Aug 6, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$3.91M | $3.91M | 0.11% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 15.17% | -$3.5M | $19.6M | 0.01% | Aug 11, 2026 |
| Horizon Investments, LLC | Reduce 93.84% | -$3.36M | $221K | 0.00% | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | Sell 100% | -$3.22M | $0 | 0.00% | Aug 19, 2026 |
| Rathbones Group PLC | Reduce 52.24% | -$2.76M | $2.52M | 0.01% | Jul 23, 2026 |
| Segall Bryant & Hamill, LLC | Reduce 35.16% | -$2.08M | $3.83M | 0.05% | Aug 12, 2026 |
| Public Sector Pension Investment Board | Reduce 6.50% | -$1.98M | $28.5M | 0.07% | Aug 13, 2026 |
| Cresset Asset Management, LLC | Sell 100% | -$1.98M | $0 | 0.00% | Aug 14, 2026 |
| Bridgewater Associates, LP | Reduce 21.69% | -$1.95M | $7.06M | 0.03% | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | Sell 100% | -$1.95M | $0 | 0.00% | Aug 10, 2026 |
| Artemis Investment Management LLP | Reduce 60.81% | -$1.94M | $1.25M | 0.01% | Jul 23, 2026 |
| Wedge Capital Management L L P | Added 6.40% | +$1.91M | $31.8M | 0.52% | Jul 10, 2026 |
| Picton Mahoney Asset Management | Reduce 99.60% | -$1.66M | $6.76K | 0.00% | Aug 13, 2026 |
| SEB Asset Management AB | Added 150.75% | +$1.44M | $2.4M | 0.01% | Aug 4, 2026 |
| Assetmark, Inc | Added 12.69% | +$1.39M | $12.3M | 0.02% | Jul 30, 2026 |
| CSM Advisors, LLC | Added 22.60% | +$1.26M | $6.83M | 0.15% | Aug 14, 2026 |
| Fox Run Management, L.L.C. | Reduce 61.11% | -$1.23M | $783K | 0.13% | Aug 4, 2026 |
| State of Alaska, Department of Revenue | Reduce 34.30% | -$1.23M | $2.35M | 0.02% | Jul 20, 2026 |
| WCG Wealth Advisors LLC | New Buy | +$1.17M | $1.17M | 0.03% | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | Reduce 34.07% | -$1.17M | $2.26M | 0.18% | Jul 16, 2026 |
| New Age Alpha Advisors, LLC | New Buy | +$1.16M | $1.16M | 0.05% | Aug 13, 2026 |
| Point Nemo Capital, LLC | Sell 100% | -$1.15M | $0 | 0.00% | Aug 7, 2026 |
| South Dakota Investment Council | Reduce 14.48% | -$952K | $5.63M | 0.10% | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 12.75% | -$884K | $6.05M | 0.00% | Aug 14, 2026 |
| Vinva Investment Management Ltd | Reduce 42.21% | -$883K | $1.21M | 0.01% | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 78.42% | -$836K | $230K | 0.02% | Jul 16, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$819K | $819K | 0.01% | Aug 17, 2026 |
| Gator Capital Management, LLC | Added 7.39% | +$802K | $11.7M | 2.45% | Aug 13, 2026 |
| Accordant Advisory Group Inc | Reduce 99.97% | -$723K | $205 | 0.00% | Jul 27, 2026 |
| Harmony Asset Management LLC | Reduce 41.30% | -$707K | $1.01M | 0.27% | Jul 20, 2026 |
| Wetzel Investment Advisors, Inc. | Added 295.65% | +$696K | $932K | 0.32% | Jul 23, 2026 |
| CWA Asset Management Group, LLC | Added 52.14% | +$693K | $2.02M | 0.06% | Jul 14, 2026 |
| KLP Kapitalforvaltning As | Reduce 31.10% | -$666K | $1.47M | 0.00% | Aug 12, 2026 |
| Quantinno Capital Management LP | Added 17.27% | +$617K | $4.19M | 0.01% | Aug 13, 2026 |
| ARGA Investment Management, LP | Sell 100% | -$613K | $0 | 0.00% | Jul 31, 2026 |
| Four Tree Island Advisory LLC | Added 2.43% | +$576K | $24.3M | 8.02% | Aug 7, 2026 |
| RWC Asset Management LLP | Added 9.94% | +$542K | $5.99M | 0.23% | Jul 27, 2026 |
| Cambria Investment Management, L.P. | Added 5.62% | +$533K | $10M | 0.50% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Added 36.85% | +$525K | $1.95M | 0.00% | Aug 14, 2026 |
| Bokf, NA | Reduce 99.64% | -$430K | $1.54K | 0.00% | Aug 10, 2026 |
| Capital Fund Management S.A. | Added 6.78% | +$429K | $6.75M | 0.03% | Aug 13, 2026 |
| Qsemble Capital Management, LP | New Buy | +$424K | $424K | 0.05% | Aug 3, 2026 |
| Aigen Investment Management, LP | New Buy | +$419K | $419K | 0.11% | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | Sell 100% | -$417K | $0 | 0.00% | Jul 22, 2026 |
| nVerses Capital, LLC | Sell 100% | -$410K | $0 | 0.00% | Aug 4, 2026 |
| Resonant Capital Advisors, LLC | Sell 100% | -$407K | $0 | 0.00% | Jul 27, 2026 |
| Kennedy Capital Management LLC | Reduce 2.05% | -$397K | $19M | 0.34% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 5.47% | -$385K | $6.66M | 0.01% | Aug 14, 2026 |
| IMC-Chicago, LLC | New Buy | +$380K | $380K | 0.00% | Aug 6, 2026 |
| Advisortrust Partners, LLC | New Buy | +$378K | $378K | 0.13% | Aug 10, 2026 |
| Vise Technologies, Inc. | Added 51.41% | +$371K | $1.09M | 0.01% | Aug 11, 2026 |
| Inceptionr LLC | Sell 100% | -$369K | $0 | 0.00% | Aug 11, 2026 |
| Capital Asset Advisory Services LLC | New Buy | +$361K | $361K | 0.01% | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | Reduce 4.56% | -$357K | $7.47M | 0.01% | Jul 21, 2026 |
| Tidal Investments LLC | Added 62.93% | +$355K | $920K | 0.00% | Aug 13, 2026 |
| Bayforest Capital Ltd | Added 1362.65% | +$347K | $373K | 0.34% | Aug 5, 2026 |
| GTS Securities LLC | Sell 100% | -$347K | $0 | 0.00% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 32.25% | -$342K | $718K | 0.04% | Aug 3, 2026 |
| BayBridge Capital Group, LLC | Added 131.08% | +$331K | $583K | 0.30% | Jul 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduce 13.54% | -$326K | $2.08M | 0.00% | Aug 13, 2026 |
| Graham Capital Management, L.P. | Added 42.66% | +$323K | $1.08M | 0.02% | Aug 14, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$306K | $306K | 0.00% | Jul 28, 2026 |
| Kera Capital Partners, Inc. | Added 6.00% | +$301K | $5.32M | 0.51% | Aug 14, 2026 |
| Brookstone Capital Management | Sell 100% | -$295K | $0 | 0.00% | Jul 15, 2026 |
| Polymer Capital Management (US) LLC | Sell 100% | -$286K | $0 | 0.00% | Aug 14, 2026 |
| 111 Capital | New Buy | +$284K | $284K | 0.05% | Aug 5, 2026 |
| LFG Wealth Partners, LLC | Reduce 12.48% | -$275K | $1.93M | 0.90% | Aug 5, 2026 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | New Buy | +$274K | $274K | 0.01% | Jul 23, 2026 |
| World Investment Advisors | Reduce 25.66% | -$271K | $784K | 0.01% | Aug 14, 2026 |
| Seven Mile Advisory | Sell 100% | -$258K | $0 | 0.00% | Aug 13, 2026 |
| Handelsbanken Fonder AB | Added 13.74% | +$256K | $2.12M | 0.01% | Jul 10, 2026 |
| Anchyra Partners LLC | New Buy | +$247K | $247K | 0.06% | Jul 23, 2026 |
| NewEdge Wealth, LLC | Added 22.78% | +$246K | $1.32M | 0.01% | Aug 10, 2026 |
| EMC Capital Management | Sell 100% | -$245K | $0 | 0.00% | Jul 29, 2026 |
| Poehling Capital Management, INC. | Reduce 4.77% | -$228K | $4.54M | 0.97% | Jul 20, 2026 |
| Fifth Third Wealth Advisors LLC | Added 91.39% | +$225K | $471K | 0.01% | Jul 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | New Buy | +$220K | $220K | 0.00% | Jul 15, 2026 |
| R Squared Ltd | New Buy | +$219K | $219K | 0.11% | Aug 5, 2026 |
| Prosperitas Financial LLC | New Buy | +$214K | $214K | 0.07% | Aug 19, 2026 |
| United Capital Financial Advisors, LLC | New Buy | +$210K | $210K | 0.00% | Aug 17, 2026 |
| Evolve Private Wealth, LLC | Reduce 20.21% | -$208K | $822K | 0.05% | Aug 12, 2026 |
| Seeds Investor LLC | Sell 100% | -$204K | $0 | 0.00% | Aug 12, 2026 |
| Saxony Capital Management, LLC | Sell 100% | -$204K | $0 | 0.00% | Jul 15, 2026 |
| Independent Financial Group, LLC | Sell 100% | -$203K | $0 | 0.00% | Jul 15, 2026 |
| Lido Advisors, LLC | Sell 100% | -$202K | $0 | 0.00% | Aug 7, 2026 |
| Huntleigh Advisors, Inc. | Added 3.16% | +$187K | $6.09M | 0.85% | Aug 4, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 7.63% | -$184K | $2.23M | 0.01% | Aug 4, 2026 |
| Global Assets Advisory, LLC | Sell 100% | -$182K | $0 | 0.00% | Jul 27, 2026 |
| Kendall Capital Management | Reduce 5.20% | -$182K | $3.32M | 0.55% | Aug 12, 2026 |