Jackson Financial Inc.: which funds bought and sold
Institutions that bought and sold Jackson Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 229 institutions that filed 13F reports for both quarters added to or opened positions in Jackson Financial, and 244 cut or closed them. Together they sold a net 44K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 878K shares (+8.2%); index fund managers were net sellers of 19K shares (−0.1%). 44 opened a new position and 51 sold out entirely.
Bought, Q2 2026 229 institutions, 44 of them new holders Sold, Q2 2026 244 institutions, 51 of them sold out
Net change, all compared −44K shares (−0.1%)
Net change, active managers +878K shares (+8.2%), 29 bought, 28 sold
Buyers versus sellers
229 bought 74 244 sold
Active managers and hedge funds 29 bought · 28 sold · +878K
Index fund managers 4 bought · 7 sold · −19K
Other institutions 196 bought · 209 sold · −903K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Balyasny Asset Management L.P. Hedge fund | +357K +233.7% | 510K | $52.2M |
| HSBC Holdings PLC | +264K +17.8% | 1.7M | $182M |
| Citadel Advisors LLC Hedge fund | +238K +731.7% | 271K | $27.7M |
| UBS Group AG | +179K +324.9% | 234K | $24M |
| Qube Research & Technologies Ltd Hedge fund | +172K +45.3% | 551K | $56.4M |
| Algert Global LLC Hedge fund | +163K +80.2% | 366K | $37.5M |
| Point72 Asset Management, L.P. Hedge fund | +159K +227.1% | 229K | $23.5M |
| Renaissance Technologies LLC Hedge fund | +158K +154.0% | 260K | $26.7M |
| Jane Street Group, LLC | +148K +164.5% | 238K | $24.4M |
| Citigroup Inc | +117K +66.7% | 293K | $30M |
| Geode Capital Management, LLC Index funds | +116K +5.3% | 2.3M | $246M |
| Two Sigma Investments, LP Hedge fund | +91K +46.0% | 288K | $29.4M |
| Squarepoint Ops LLC Hedge fund | +82K +96.6% | 167K | $17.1M |
| LSV Asset Management Active manager | +82K +7.7% | 1.1M | $117M |
| Wells Fargo & Company | +72K +37.5% | 265K | $27.2M |
| Man Group PLC Hedge fund | +68K +286.5% | 91K | $9.3M |
| Cambridge Investment Research Advisors, Inc. | +58K +91.2% | 121K | $12.4M |
| Dimensional Fund Advisors LP | +57K +1.4% | 4.1M | $422M |
| Russell Investments Group, Ltd. | +56K +24.9% | 281K | $29M |
| Easterly Investment Partners LLC | +46K +21.9% | 255K | $26.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Balyasny Asset Management L.P. Hedge fund | +357K +233.7% | 510K | $52.2M |
| Citadel Advisors LLC Hedge fund | +238K +731.7% | 271K | $27.7M |
| Qube Research & Technologies Ltd Hedge fund | +172K +45.3% | 551K | $56.4M |
| Algert Global LLC Hedge fund | +163K +80.2% | 366K | $37.5M |
| Point72 Asset Management, L.P. Hedge fund | +159K +227.1% | 229K | $23.5M |
| Renaissance Technologies LLC Hedge fund | +158K +154.0% | 260K | $26.7M |
| Two Sigma Investments, LP Hedge fund | +91K +46.0% | 288K | $29.4M |
| Squarepoint Ops LLC Hedge fund | +82K +96.6% | 167K | $17.1M |
| LSV Asset Management Active manager | +82K +7.7% | 1.1M | $117M |
| Man Group PLC Hedge fund | +68K +286.5% | 91K | $9.3M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Schroder Investment Management Group Active manager | −287K −99.2% | 2,405 | $252,308 |
| Bank Of New York Mellon Corp | −260K −28.5% | 651K | $66.6M |
| Candriam S.C.A. | −175K −98.2% | 3,166 | $323,855 |
| Healthcare Of Ontario Pension Plan Trust Fund | −170K −48.0% | 185K | $18.9M |
| Jpmorgan Chase & Co | −146K −29.7% | 345K | $36.5M |
| Goldman Sachs Group Inc | −106K −6.5% | 1.5M | $156M |
| Donald Smith & Co., Inc. | −103K −5.5% | 1.8M | $183M |
| Gillson Capital LP | −101K Sold out | 0 | — |
| Blackrock, Inc. Index funds | −100K −1.5% | 6.8M | $696M |
| Freestone Grove Partners LP Hedge fund | −100K Sold out | 0 | — |
| Amundi | −98K −48.6% | 104K | $10.6M |
| Edgestream Partners, L.P. Hedge fund | −98K −94.7% | 5,462 | $559,254 |
| Federated Hermes, Inc. Active manager | −81K −7.5% | 1.0M | $103M |
| Prudential Financial Inc | −74K −45.0% | 90K | $9.2M |
| Barclays PLC | −70K −67.2% | 34K | $3.5M |
| American Century Companies Inc Active manager | −69K −4.5% | 1.5M | $149M |
| Susquehanna Portfolio Strategies, LLC | −66K −58.2% | 48K | $4.9M |
| Caisse De Depot Et Placement Du Quebec | −60K Sold out | 0 | — |
| Allianz Asset Management Gmbh | −56K −26.1% | 160K | $16.7M |
| Bank Of America Corp | −52K −16.1% | 273K | $27.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Schroder Investment Management Group Active manager | −287K −99.2% | 2,405 | $252,308 |
| Freestone Grove Partners LP Hedge fund | −100K Sold out | 0 | — |
| Edgestream Partners, L.P. Hedge fund | −98K −94.7% | 5,462 | $559,254 |
| Federated Hermes, Inc. Active manager | −81K −7.5% | 1.0M | $103M |
| American Century Companies Inc Active manager | −69K −4.5% | 1.5M | $149M |
| Acadian Asset Management LLC Active manager | −46K −3.4% | 1.3M | $132M |
| Alliancebernstein L.P. Active manager | −45K −33.0% | 91K | $9.7M |
| D. E. Shaw & Co., Inc. Hedge fund | −44K −48.1% | 47K | $4.8M |
| Segall Bryant & Hamill, LLC Active manager | −20K −35.2% | 37K | $3.8M |
| Bridgewater Associates, LP Hedge fund | −19K −21.7% | 69K | $7.1M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Jump Financial, LLC | 42K | $4.3M |
| Lighthouse Investment Partners, LLCHedge fund | 38K | $3.9M |
| Exoduspoint Capital Management, LPHedge fund | 32K | $3.3M |
| Entropy Technologies, LP | 15K | $1.5M |
| Aquatic Capital Management LLC | 15K | $1.5M |
| Dynamic Technology Lab Private Ltd | 12K | $1.2M |
| Wcg Wealth Advisors LLC | 11K | $1.2M |
| New Age Alpha Advisors, LLC | 11K | $1.2M |
| Brown Advisory IncActive manager | 9,698 | $992,978 |
| Jefferies Financial Group Inc. | 8,000 | $819,120 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Gillson Capital LP | 101K | $10.7M |
| Freestone Grove Partners LPHedge fund | 100K | $10.5M |
| Caisse De Depot Et Placement Du Quebec | 60K | $6.4M |
| Philadelphia Financial Management Of San Francisco, LLC | 50K | $5.3M |
| Leclair Wealth Partners LLC | 37K | $3.9M |
| Kingsview Wealth Management, LLC | 30K | $3.2M |
| Caisse Des Depots Et Consignations | 30K | $3.2M |
| Meeder Asset Management Inc | 28K | $2.9M |
| Cresset Asset Management, LLC | 19K | $2M |
| Jackson Creek Investment Advisors LLC | 18K | $2M |
Who holds the shares
- Institutions reporting
- 502
- Ten largest holders
- 54.8% of 13F-reported shares
- Index fund managers
- 36.9% of 13F-reported shares
- Active managers and hedge funds
- 18.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 29 | 28 | 4 | 7 | +878K | +8.2% |
| Index fund managers | 4 | 7 | 0 | 0 | −19K | −0.1% |
| Other institutions | 196 | 209 | 40 | 44 | −903K | −3.2% |