JABIL INC JBL
COM · Common Stock · CUSIP 466313103 · ISIN US4663131039
American electronics business from St. Petersburg Florida
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($35.2m this quarter). Holder counts are more reliable. Shares outstanding: 133.3m as of 2022-12-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $68.02. Options: 13 managers hold calls ($43.9m notional), 13 hold puts ($46.4m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 457 |
| Q4 2022 | 517 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $45.1m | $34.9m | 0.77 |
| Q4 2022 | $43.9m | $46.4m | 1.06 |
Biggest buyers
| CREDIT AGRICOLE S A | Added | +1.1m |
| JPMORGAN CHASE & CO | Added | +779.4k |
| Invesco Ltd. | Added | +650.2k |
| ALLIANCEBERNSTEIN L.P. | Added | +551.9k |
| BlackRock Inc. | Added | +424.5k |
| VANGUARD GROUP INC | Added | +287.0k |
| MORGAN STANLEY | Added | +281.9k |
| BANK OF AMERICA CORP /DE/ | Added | +255.8k |
| TODD ASSET MANAGEMENT LLC | New | +246.9k |
| Allspring Global Investments Holdings, LLC | Added | +202.4k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -1.6m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.4m |
| MARSHALL WACE, LLP | Reduced | -895.0k |
| FMR LLC | Reduced | -782.4k |
| CITADEL ADVISORS LLC | Reduced | -575.0k |
| Alyeska Investment Group, L.P. | Sold out | -522.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -382.4k |
| Point72 Asset Management, L.P. | Reduced | -286.1k |
| HRT FINANCIAL LP | Reduced | -257.3k |
| LSV ASSET MANAGEMENT | Reduced | -234.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.4m181.9k shares |
| D. E. Shaw & Co., Inc. | Added | $7.2m105.2k shares |
| CITADEL ADVISORS LLC | Reduced | $6.7m98.3k shares |
| WOLVERINE TRADING, LLC | New | $5.1m74.9k shares |
| JANE STREET GROUP, LLC | Reduced | $4.3m62.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.4m35.2k shares |
| Walleye Trading LLC | Reduced | $2.4m35.0k shares |
| GROUP ONE TRADING LLC | Added | $2.3m34.2k shares |
| PEAK6 Investments LLC | Reduced | $770.7k11.3k shares |
| CAAS CAPITAL MANAGEMENT LP | New | $300.1k4.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.2m149.9k shares |
| CITADEL ADVISORS LLC | Added | $9.2m135.0k shares |
| Walleye Trading LLC | Added | $7.6m111.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.8m84.5k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $5.6m82.1k shares |
| PEAK6 Investments LLC | Reduced | $3.8m56.4k shares |
| JANE STREET GROUP, LLC | Reduced | $2.4m35.4k shares |
| WOLVERINE TRADING, LLC | New | $982.0k14.4k shares |
| GROUP ONE TRADING LLC | Added | $334.2k4.9k shares |
| TUDOR INVESTMENT CORP ET AL | New | $266.0k3.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (4.1%, 2025-11-12)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $190.9k | 8 | $18.7m | — |
| Q1 2022 | 0 | — | 2 | $2.3m | — |
| Q2 2022 | 0 | — | 3 | $1.2m | — |
| Q3 2022 | 0 | — | 1 | $1.1m | — |
| Q4 2022 | 0 | — | 8 | $8.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-21 | Creadon Gerald EVP, Operations | Sold | $1.0m14.3k shares |
| 2022-12-13 | Wilson Kenneth S Executive Vice President | Sold | $364.6k5.0k shares |
| 2022-12-12 | Wilson Kenneth S Executive Vice President | Sold | $358.4k5.0k shares |
| 2022-12-01 | SANSONE THOMAS A Director · TASAN Ltd Partnrship | Sold | $732.5k10.0k shares |
| 2022-11-30 | SANSONE THOMAS A Director · TASAN Ltd Partnrship | Sold | $722.5k10.0k shares |
| 2022-11-30 | McCoy Frederic E. EVP, CEO, EMS | Sold | $77.0k1.1k shares |
| 2022-11-11 | SANSONE THOMAS A Director · Life's Requite, Inc. | Sold | $1.3m20.0k shares |
| 2022-10-28 | Smith Daryn G. SVP, Controller | Sold | $1.2m17.6k shares |
| 2022-10-26 | Katz Robert L EVP, GC, CCO & Assist Corp Sec | Sold | $971.9k15.0k shares |
| 2022-10-25 | McKay Francis SVP, Chief Procurement Officer | Sold | $511.5k8.0k shares |
| 2022-10-20 | Katz Robert L EVP, GC, CCO & Assist Corp Sec | Sold | $459.3k7.5k shares |
| 2022-10-18 | BORGES STEVEN D EVP, CEO, Regulated Industries | Sold | $1.2m19.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 14.9m $1.0bn | Added +287.0k |
| BlackRock Inc. 0.03% of their portfolio | 13.3m $906.1m | Added +424.5k |
| Texas Yale Capital Corp. 32.86% of their portfolio | 8.4m $576.2m | Reduced -33.0k |
| FMR LLC 0.05% of their portfolio | 6.7m $457.5m | Reduced -782.4k |
| STATE STREET CORP 0.02% of their portfolio | 4.2m $287.1m | Added +47.8k |
| LSV ASSET MANAGEMENT 0.62% of their portfolio | 4.1m $279.4m | Reduced -234.0k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 3.6m $248.3m | Added +779.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.22% of their portfolio | 3.6m $244.4m | Reduced -135.0k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.2m $215.7m | Reduced -167.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.30% of their portfolio | 3.0m $205.5m | Reduced -158.0k |
| Invesco Ltd. 0.06% of their portfolio | 2.9m $197.1m | Added +650.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.8m $125.3m | Added +24.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.8m $121.8m | Added +93.8k |
| Point72 Asset Management, L.P. 0.46% of their portfolio | 1.8m $121.2m | Reduced -286.1k |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $120.4m | Added +281.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $117.6m | Added +255.8k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 3.00% of their portfolio | 1.5m $103.1m | Reduced -43.9k |
| NORGES BANK 0.02% of their portfolio | 1.5m $102.7m | Added +145.2k |
| Boston Partners 0.13% of their portfolio | 1.5m $99.6m | Added +1.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.5m $99.5m | Reduced -21.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.22% of their portfolio | 1.3m $90.2m | Reduced -142.1k |
| Simcoe Capital Management, LLC 10.34% of their portfolio | 1.3m $86.6m | Added +70.8k |
| CREDIT AGRICOLE S A 2.86% of their portfolio | 1.1m $77.5m | Added +1.1m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.0m $70.6m | Reduced -23.2k |
| AQR CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 998.2k $67.5m | Reduced -155.4k |
| Newbrook Capital Advisors LP 11.88% of their portfolio | 997.8k $68.0m | Added +42.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.74% of their portfolio | 997.4k $68.0m | Reduced -20.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 908.8k $62.0m | Added +10.7k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 824.7k $56.2m | Reduced -105.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 823.9k $56.2m | Added +551.9k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 766.3k $52.3m | Reduced -1.6m |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 694.0k $47.3m | Reduced -17.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.32% of their portfolio | 685.1k $46.7m | Added +83.9k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.91% of their portfolio | 645.1k $44.0m | Reduced -6.3k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 562.1k $38.3m | Added +176.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 531.3k $36.2m | Reduced -5.5k |
| STRS OHIO 0.15% of their portfolio | 503.1k $34.3m | Reduced -33.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 495.6k $33.8m | Reduced -13.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 467.7k $31.9m | Reduced -382.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 455.5k $31.1m | Reduced -98.4k |
| GLENMEDE TRUST CO NA 0.18% of their portfolio | 438.4k $29.9m | Added +127.0k |
| Man Group plc 0.11% of their portfolio | 435.6k $29.7m | Added +150.3k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 435.5k $29.7m | Added +16.7k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 397.4k $27.1m | Reduced -52.8k |
| North Growth Management Ltd. 5.99% of their portfolio | 387.0k $26.4m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 367.5k $25.1m | Reduced -56.7k |
| GREAT LAKES ADVISORS, LLC 0.14% of their portfolio | 366.6k $2.5m | Reduced -4.2k |
| Varma Mutual Pension Insurance Co 0.35% of their portfolio | 364.8k $24.9m | Unchanged |
| Brandywine Global Investment Management, LLC 0.18% of their portfolio | 335.5k $22.9m | Added +93.3k |
| Swiss National Bank 0.02% of their portfolio | 332.1k $22.6m | Added +14.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 326.2k $22.2m | Added +99.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 324.6k $22.1m | Reduced -3.9k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 311.9k $21.3m | Added +202.4k |
| VALLEY WEALTH MANAGERS, INC. 1.89% of their portfolio | 298.6k $20.4m | Reduced -16.4k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 273.9k $18.7m | Added +113.4k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 271.9k $18.5m | Added +16.0k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 262.1k $17.9m | Added +33.7k |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 257.8k $17.6m | Added +60.4k |
| TODD ASSET MANAGEMENT LLC 0.41% of their portfolio | 246.9k $16.8m | New |
| ZACKS INVESTMENT MANAGEMENT 0.23% of their portfolio | 242.8k $16.6m | Added +184.9k |
| Legal & General Group Plc 0.01% of their portfolio | 242.6k $16.5m | Reduced -2.8k |
| TUDOR INVESTMENT CORP ET AL 0.41% of their portfolio | 242.0k $16.5m | Added +178.4k |
| Foundry Partners, LLC 0.85% of their portfolio | 225.0k $15.3m | Added +42.3k |
| CCM INVESTMENT ADVISERS LLC 2.42% of their portfolio | 223.6k $15.2m | Reduced -6.1k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 221.3k $15.1m | Added +174.4k |
| Retirement Systems of Alabama 0.06% of their portfolio | 212.5k $14.5m | Reduced -2.6k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 210.5k $14.4m | Reduced -895.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.10% of their portfolio | 210.2k $14.3m | Reduced -7.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 207.2k $14.1m | Reduced -610 |
| Cerity Partners LLC 0.09% of their portfolio | 206.5k $14.1m | Reduced -15.4k |
| KBC Group NV 0.07% of their portfolio | 197.3k $13.5m | Reduced -135.7k |
| Woodline Partners LP 0.18% of their portfolio | 192.7k $13.1m | Added +56.5k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.14% of their portfolio | 190.1k $13.0m | Added +168.0k |
| Mesirow Institutional Investment Management, Inc. 1.69% of their portfolio | 188.8k $12.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 174.1k $11.9m | Added +3.7k |
| COOKSON PEIRCE & CO INC 0.77% of their portfolio | 174.0k $11.9m | Added +4.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 172.9k $11.8m | Reduced -1.9k |
| HANCOCK WHITNEY CORP 0.45% of their portfolio | 172.5k $11.8m | Added +23.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 169.1k $11.5m | Reduced -923 |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 168.9k $11.5m | Reduced -100.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 168.8k $11.5m | Added +40.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 164.3k $11.2m | Added +18.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 163.9k $11.2m | Added +55.7k |
| Squarepoint Ops LLC 0.07% of their portfolio | 159.0k $10.8m | Reduced -178.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 156.1k $10.6m | Added +20 |
| State of Tennessee, Department of Treasury 0.05% of their portfolio | 155.0k $10.6m | Unchanged |
| CLOUGH CAPITAL PARTNERS L P 1.03% of their portfolio | 149.5k $10.2m | New |
| ROYCE & ASSOCIATES LP 0.11% of their portfolio | 147.5k $10.1m | Added +14.7k |
| CANTOR FITZGERALD, L. P. 0.22% of their portfolio | 147.4k $10.1m | Added +143.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 134.0k $9.1m | Reduced -4.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 132.2k $9.0m | Reduced -575.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 131.6k $9.0m | Reduced -43.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 131.0k $8.9m | Reduced -5.9k |
| Chiron Investment Management, LLC 2.09% of their portfolio | 130.9k $8.9m | Reduced -67.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 129.0k $8.8m | Added +68.2k |
| Premier Fund Managers Ltd 0.34% of their portfolio | 127.0k $8.7m | New |
| LMCG INVESTMENTS, LLC 0.60% of their portfolio | 126.9k $8.7m | Added +7.3k |
| Smith, Graham & Co., Investment Advisors, LP 1.03% of their portfolio | 123.3k $8.4m | Reduced -3.3k |
| AMALGAMATED BANK 0.07% of their portfolio | 123.2k $8.4m | Added +18.8k |
| ALGERT GLOBAL LLC 0.46% of their portfolio | 120.5k $8.2m | Added +4.0k |