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 ($38.7m this quarter). Holder counts are more reliable. Shares outstanding: 132.7m as of 2023-03-29, 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 ≈ $87.51. Options: 21 managers hold calls ($95.2m notional), 16 hold puts ($78.5m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 457 |
| Q4 2022 | 517 |
| Q1 2023 | 532 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 268 | 197 |
| Q1 2023 | 239 | 276 |
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 |
| Q1 2023 | $95.2m | $78.5m | 0.82 |
Biggest buyers
| FMR LLC | Added | +10.4m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +4.4m |
| JPMORGAN CHASE & CO | Added | +2.6m |
| Whale Rock Capital Management LLC | New | +1.6m |
| ENVESTNET ASSET MANAGEMENT INC | Added | +1.1m |
| STRS OHIO | Added | +734.7k |
| Praesidium Investment Management Company, LLC | New | +587.4k |
| PRIMECAP MANAGEMENT CO/CA/ | Added | +482.0k |
| GLENMEDE TRUST CO NA | Added | +304.3k |
| Handelsbanken Fonder AB | Added | +300.0k |
Biggest sellers
| Point72 Asset Management, L.P. | Reduced | -1.4m |
| CREDIT AGRICOLE S A | Reduced | -1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -803.8k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -577.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -548.6k |
| Newbrook Capital Advisors LP | Reduced | -462.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -445.0k |
| VANGUARD GROUP INC | Reduced | -439.0k |
| Man Group plc | Sold out | -435.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -382.9k |
Biggest calls
| PEAK6 Investments LLC | Added | $16.6m188.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $14.5m164.1k shares |
| CITADEL ADVISORS LLC | Added | $12.5m141.5k shares |
| Lombard Odier Asset Management (USA) Corp | New | $11.0m125.0k shares |
| D. E. Shaw & Co., Inc. | Added | $10.0m113.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $5.6m630 shares |
| JANE STREET GROUP, LLC | Reduced | $5.3m60.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $4.1m46.4k shares |
| BANK OF AMERICA CORP /DE/ | New | $3.6m40.5k shares |
| Taika Capital, LP | New | $2.0m23.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $20.9m236.9k shares |
| UBS Group AG | New | $12.3m140.0k shares |
| Lombard Odier Asset Management (USA) Corp | New | $11.0m125.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $6.8m77.2k shares |
| Walleye Trading LLC | Reduced | $5.7m64.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.2m59.2k shares |
| JANE STREET GROUP, LLC | Added | $4.9m55.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.6m51.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $4.5m50.7k shares |
| Walleye Capital LLC | New | $758.2k8.6k 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)
Insider purchases and sales in Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 10 | $20.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-22 | BORGES STEVEN D EVP, CEO, DMS | Sold | $707.5k8.5k shares |
| 2023-03-22 | McKay Francis SVP, Chief Procurement Officer | Sold | $99.2k1.2k shares |
| 2023-01-31 | Dastoor Michael EVP, CFO | Sold | $708.6k9.1k shares |
| 2023-01-31 | Katz Robert L EVP, CLO & Asst Corp Secretary | Sold | $382.7k5.0k shares |
| 2023-01-24 | BROOKS MARTHA Director | Sold | $1.5m18.0k shares |
| 2023-01-24 | Dastoor Michael EVP, CFO | Sold | $883.6k10.9k shares |
| 2023-01-24 | Katz Robert L EVP, CLO & Asst Corp Secretary | Sold | $417.8k5.2k shares |
| 2023-01-23 | SANSONE THOMAS A Director | Sold | $802.5k10.0k shares |
| 2023-01-23 | Yap May Yee SVP, Chief Information Officer | Sold | $293.3k3.6k shares |
| 2023-01-18 | SANSONE THOMAS A Director | Sold | $792.5k10.0k shares |
| 2023-01-17 | BORGES STEVEN D EVP, CEO, DMS | Sold | $1.5m18.5k shares |
| 2023-01-17 | SANSONE THOMAS A Director | Sold | $782.5k10.0k shares |
| 2023-01-13 | SANSONE THOMAS A Director | Sold | $772.5k10.0k shares |
| 2023-01-13 | McCoy Frederic E. EVP, CEO, EMS | Sold | $154.6k2.0k shares |
| 2023-01-12 | SANSONE THOMAS A Director | Sold | $762.5k10.0k shares |
| 2023-01-12 | SANSONE THOMAS A Director | Sold | $752.5k10.0k shares |
| 2023-01-12 | Ferri Roberto SVP, Global Sales | Sold | $343.9k4.5k shares |
| 2023-01-12 | Yap May Yee SVP, Chief Information Officer | Sold | $201.8k2.7k shares |
| 2023-01-11 | Dastoor Michael EVP, CFO | Sold | $4.3m57.8k shares |
| 2023-01-11 | SANSONE THOMAS A Director | Sold | $742.5k10.0k shares |
| 2023-01-11 | Wilson Kenneth S Executive Vice President | Sold | $737.5k10.0k shares |
| 2023-01-11 | McCoy Frederic E. EVP, CEO, EMS | Sold | $345.3k4.6k shares |
| 2023-01-11 | McKay Francis SVP, Chief Procurement Officer | Sold | $112.5k1.5k shares |
| 2023-01-09 | BORGES STEVEN D EVP, CEO, DMS | Sold | $1.4m20.0k shares |
| 2023-01-09 | Katz Robert L EVP, CLO, CCO & Asst Corp Secy | Sold | $745.8k10.5k shares |
| 2023-01-09 | Wilson Kenneth S Executive Vice President | Sold | $350.0k5.0k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.07% of their portfolio | 17.1m $1.5bn | Added +10.4m |
| VANGUARD GROUP INC 0.03% of their portfolio | 14.5m $1.3bn | Reduced -439.0k |
| BlackRock Inc. 0.03% of their portfolio | 13.0m $1.2bn | Reduced -241.2k |
| Texas Yale Capital Corp. 37.74% of their portfolio | 8.4m $742.7m | Reduced -25.0k |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 6.2m $549.5m | Added +2.6m |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 4.4m $384.8m | New |
| PRIMECAP MANAGEMENT CO/CA/ 0.31% of their portfolio | 4.1m $358.4m | Added +482.0k |
| STATE STREET CORP 0.02% of their portfolio | 4.1m $357.8m | Reduced -151.9k |
| LSV ASSET MANAGEMENT 0.75% of their portfolio | 3.8m $335.4m | Reduced -292.5k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 3.2m $278.9m | Added +1.6k |
| Invesco Ltd. 0.07% of their portfolio | 3.0m $267.1m | Added +138.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.44% of their portfolio | 2.8m $249.7m | Reduced -181.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.9m $164.6m | Added +28.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.7m $153.9m | Added +20.8k |
| MORGAN STANLEY 0.02% of their portfolio | 1.7m $146.3m | Reduced -105.8k |
| Whale Rock Capital Management LLC 3.15% of their portfolio | 1.6m $143.0m | New |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $127.5m | Reduced -13.7k |
| Boston Partners 0.17% of their portfolio | 1.4m $126.8m | Reduced -19.6k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.4m $123.7m | Reduced -382.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 2.32% of their portfolio | 1.4m $121.7m | Reduced -131.2k |
| NORGES BANK 0.03% of their portfolio | 1.3m $116.7m | Reduced -181.8k |
| STRS OHIO 0.17% of their portfolio | 1.2m $109.1m | Added +734.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 1.2m $6.2m | Added +1.1m |
| Simcoe Capital Management, LLC 13.27% of their portfolio | 1.2m $101.6m | Reduced -117.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.0m $91.6m | Added +3.3k |
| AQR CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 1.0m $90.2m | Added +33.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 893.3k $78.8m | Reduced -15.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.79% of their portfolio | 861.5k $75.9m | Reduced -135.9k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 806.6k $71.1m | Reduced -18.1k |
| GLENMEDE TRUST CO NA 0.37% of their portfolio | 742.8k $65.5m | Added +304.3k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 639.6k $56.4m | Reduced -126.7k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 3.50% of their portfolio | 598.7k $52.8m | Reduced -46.4k |
| Praesidium Investment Management Company, LLC 4.68% of their portfolio | 587.4k $51.8m | New |
| Newbrook Capital Advisors LP 7.51% of their portfolio | 535.7k $47.2m | Reduced -462.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 528.0k $46.5m | Reduced -3.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.10% of their portfolio | 518.8k $45.7m | Reduced -803.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 473.0k $41.7m | Added +17.5k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 467.1k $41.1m | Reduced -95.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 450.9k $39.8m | Added +287.0k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 431.9k $38.1m | Reduced -3.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 427.8k $37.7m | Reduced -67.8k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 380.6k $33.6m | Reduced -1.4m |
| North Growth Management Ltd. 7.14% of their portfolio | 380.0k $33.5m | Reduced -7.0k |
| Varma Mutual Pension Insurance Co 0.39% of their portfolio | 364.8k $32.2m | Unchanged |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 323.7k $28.5m | Reduced -73.7k |
| Handelsbanken Fonder AB 0.16% of their portfolio | 320.3k $28.2m | Added +300.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 315.2k $27.8m | Reduced -52.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 304.5k $26.9m | Added +250.7k |
| Legal & General Group Plc 0.01% of their portfolio | 304.0k $26.8m | Added +61.4k |
| GREAT LAKES ADVISORS, LLC 0.24% of their portfolio | 301.3k $26.6m | Reduced -65.3k |
| TODD ASSET MANAGEMENT LLC 0.64% of their portfolio | 298.9k $26.4m | Added +52.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 298.9k $26.3m | Reduced -168.8k |
| Swiss National Bank 0.02% of their portfolio | 290.6k $25.6m | Reduced -41.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 286.9k $25.3m | Reduced -37.7k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 285.6k $25.2m | Added +13.7k |
| VALLEY WEALTH MANAGERS, INC. 2.27% of their portfolio | 283.5k $25.0m | Reduced -15.1k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 280.0k $24.7m | Reduced -31.9k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 276.6k $24.4m | Added +14.6k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 261.9k $23.1m | Added +228.5k |
| ZACKS INVESTMENT MANAGEMENT 0.30% of their portfolio | 253.1k $22.3m | Added +10.3k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 251.1k $22.1m | Reduced -6.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 246.8k $21.8m | Reduced -577.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.13% of their portfolio | 240.0k $21.2m | Reduced -445.0k |
| Brandywine Global Investment Management, LLC 0.08% of their portfolio | 227.4k $20.0m | Reduced -108.1k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 226.4k $20.0m | Added +5.1k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.20% of their portfolio | 225.1k $19.8m | Added +35.0k |
| CCM INVESTMENT ADVISERS LLC 2.63% of their portfolio | 210.4k $18.5m | Reduced -13.2k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.12% of their portfolio | 206.1k $18.2m | Reduced -4.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 204.7k $18.0m | Reduced -2.5k |
| ExodusPoint Capital Management, LP 0.20% of their portfolio | 194.4k $17.1m | Added +188.9k |
| Artemis Investment Management LLP 0.20% of their portfolio | 182.4k $16.1m | Added +68.8k |
| Squarepoint Ops LLC 0.11% of their portfolio | 180.6k $15.9m | Added +21.7k |
| COOKSON PEIRCE & CO INC 0.99% of their portfolio | 175.9k $15.5m | Added +1.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 174.7k $15.4m | Reduced -151.4k |
| Retirement Systems of Alabama 0.07% of their portfolio | 174.1k $15.4m | Reduced -38.3k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 172.2k $15.2m | Added +3.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 168.5k $14.9m | Reduced -5.6k |
| HANCOCK WHITNEY CORP 0.58% of their portfolio | 164.8k $14.5m | Reduced -7.7k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 162.3k $14.3m | Reduced -111.6k |
| Man Group plc 0.05% of their portfolio | 157.8k $13.9m | New |
| UBS Group AG 0.01% of their portfolio | 156.8k $13.8m | Added +51.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 156.8k $13.8m | Reduced -7.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 156.1k $13.8m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 155.7k $13.6m | Added +21.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 149.4k $13.2m | Reduced -23.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 145.4k $12.8m | Reduced -548.6k |
| Foundry Partners, LLC 0.80% of their portfolio | 144.2k $12.7m | Reduced -80.8k |
| CANTOR FITZGERALD, L. P. 0.27% of their portfolio | 141.6k $12.5m | Reduced -5.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 139.5k $12.3m | Added +8.5k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 131.8k $11.6m | Added +172 |
| ROYCE & ASSOCIATES LP 0.11% of their portfolio | 129.3k $11.4m | Reduced -18.2k |
| LMCG INVESTMENTS, LLC 0.76% of their portfolio | 128.4k $11.3m | Added +1.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 126.5k $11.1m | Reduced -42.6k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.10% of their portfolio | 119.5k $10.5m | Added +29.0k |
| Handelsinvest Investeringsforvaltning 1.63% of their portfolio | 116.0k $10.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 115.6k $10.2m | Added +59.2k |
| Vident Investment Advisory, LLC 0.33% of their portfolio | 115.5k $10.2m | Added +742 |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 110.9k $9.8m | Reduced -57.9k |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 110.6k $9.7m | Reduced -5.1k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 110.5k $9.7m | Reduced -99.9k |