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 ($78.2m this quarter). Holder counts are more reliable. Shares outstanding: 127.9m as of 2023-10-12, 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 ≈ $127.03. Options: 23 managers hold calls ($263.0m notional), 24 hold puts ($117.9m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 457 |
| Q4 2022 | 517 |
| Q1 2023 | 532 |
| Q2 2023 | 590 |
| Q3 2023 | 629 |
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 |
| Q2 2023 | 250 | 307 |
| Q3 2023 | 281 | 326 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $43.9m | $46.4m | 1.06 |
| Q1 2023 | $95.2m | $78.5m | 0.82 |
| Q2 2023 | $178.2m | $102.1m | 0.57 |
| Q3 2023 | $263.0m | $117.9m | 0.45 |
Biggest buyers
| FMR LLC | Added | +1.4m |
| BESSEMER GROUP INC | Added | +1.4m |
| Artisan Partners Limited Partnership | New | +979.7k |
| BlackRock Inc. | Added | +884.7k |
| Point72 Asset Management, L.P. | Added | +645.9k |
| STATE STREET CORP | Added | +611.1k |
| Caisse de depot et placement du Quebec | New | +455.7k |
| Amundi | Added | +349.9k |
| Squarepoint Ops LLC | Added | +305.6k |
| Sumitomo Mitsui Trust Group, Inc. | New | +277.2k |
Biggest sellers
| CREDIT AGRICOLE S A | Reduced | -769.0k |
| LSV ASSET MANAGEMENT | Reduced | -403.2k |
| JPMORGAN CHASE & CO | Reduced | -397.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -385.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -312.8k |
| JANE STREET GROUP, LLC | Reduced | -298.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | Reduced | -294.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -283.9k |
| VANGUARD GROUP INC | Reduced | -281.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -243.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $51.6m406.5k shares |
| PEAK6 Investments LLC | Reduced | $39.7m312.6k shares |
| Twin Tree Management, LP | New | $35.2m277.3k shares |
| Lombard Odier Asset Management (USA) Corp | Added | $35.1m276.6k shares |
| CITADEL ADVISORS LLC | Added | $29.7m233.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.7m115.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $11.3m88.8k shares |
| JANE STREET GROUP, LLC | Added | $6.7m53.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $5.4m426 shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $5.2m40.7k shares |
Biggest puts
| Lombard Odier Asset Management (USA) Corp | Added | $35.1m276.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.4m129.3k shares |
| Twin Tree Management, LP | Added | $15.1m119.0k shares |
| CITADEL ADVISORS LLC | Reduced | $9.5m74.9k shares |
| D. E. Shaw & Co., Inc. | Added | $9.4m73.8k shares |
| Cubist Systematic Strategies, LLC | Added | $5.8m45.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.7m29.4k shares |
| Walleye Capital LLC | Reduced | $3.3m25.7k shares |
| WOLVERINE TRADING, LLC | Added | $3.2m25.4k shares |
| UBS Group AG | Reduced | $3.2m25.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $325.8k | $325.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-07-05 | ANSARI ANOUSHEH Director | Sold plan | $325.8k3.0k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.05% of their portfolio | 13.8m $1.7bn | Added +884.7k |
| VANGUARD GROUP INC 0.04% of their portfolio | 13.6m $1.7bn | Reduced -281.0k |
| FMR LLC 0.12% of their portfolio | 10.5m $1.3bn | Added +1.4m |
| Texas Yale Capital Corp. 48.28% of their portfolio | 8.4m $1.1bn | Added +25.0k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 6.2m $783.1m | Reduced -397.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.14% of their portfolio | 5.4m $684.2m | Added +36.6k |
| STATE STREET CORP 0.03% of their portfolio | 4.6m $586.5m | Added +611.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.41% of their portfolio | 3.9m $491.2m | Reduced -55.8k |
| LSV ASSET MANAGEMENT 1.07% of their portfolio | 3.6m $459.7m | Reduced -403.2k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 2.4m $299.3m | Reduced -283.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.57% of their portfolio | 2.1m $272.7m | Reduced -385.4k |
| Invesco Ltd. 0.07% of their portfolio | 2.1m $272.2m | Reduced -119.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.0m $254.1m | Added +56.7k |
| MORGAN STANLEY 0.02% of their portfolio | 1.5m $192.3m | Reduced -44.7k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.5m $192.0m | Added +99.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.5m $188.9m | Added +10.5k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 1.4m $177.0m | Added +26.1k |
| BESSEMER GROUP INC 0.38% of their portfolio | 1.4m $172.1m | Added +1.4m |
| NORGES BANK 0.03% of their portfolio | 1.3m $170.5m | Added +80.9k |
| Boston Partners 0.22% of their portfolio | 1.2m $155.9m | Reduced -45.7k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.2m $147.6m | Added +141.4k |
| Point72 Asset Management, L.P. 0.50% of their portfolio | 1.1m $145.5m | Added +645.9k |
| Whale Rock Capital Management LLC 2.75% of their portfolio | 1.1m $136.4m | Added +244.8k |
| Simcoe Capital Management, LLC 19.16% of their portfolio | 1.0m $132.7m | Reduced -102.6k |
| Artisan Partners Limited Partnership 0.21% of their portfolio | 979.7k $124.3m | New |
| Praesidium Investment Management Company, LLC 14.34% of their portfolio | 877.5k $111.3m | Reduced -25.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 861.4k $109.3m | Reduced -13.6k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1.95% of their portfolio | 832.5k $105.6m | Reduced -294.4k |
| GLENMEDE TRUST CO NA 0.56% of their portfolio | 773.0k $98.1m | Added +30.6k |
| California Public Employees Retirement System 0.08% of their portfolio | 765.1k $97.1m | Added +211.1k |
| AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 713.0k $90.1m | Reduced -218.4k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 704.3k $89.4m | Reduced -80.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.86% of their portfolio | 618.5k $78.5m | Reduced -160.6k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 4.26% of their portfolio | 584.8k $74.2m | Reduced -11.9k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 583.8k $74.1m | Reduced -55.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 539.9k $68.5m | Added +224.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 486.3k $61.7m | Reduced -15.4k |
| Squarepoint Ops LLC 0.28% of their portfolio | 460.3k $58.4m | Added +305.6k |
| Caisse de depot et placement du Quebec 0.17% of their portfolio | 455.7k $57.8m | New |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 422.7k $53.6m | Reduced -8.7k |
| Swiss National Bank 0.04% of their portfolio | 421.4k $53.5m | Added +132.6k |
| Legal & General Group Plc 0.02% of their portfolio | 407.9k $51.8m | Added +106.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 392.8k $49.8m | Added +20.6k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 383.4k $48.6m | Added +95.6k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 358.8k $45.5m | Reduced -7.9k |
| Handelsbanken Fonder AB 0.25% of their portfolio | 350.3k $44.5m | Unchanged |
| Amundi 0.02% of their portfolio | 350.1k $47.6m | Added +349.9k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 346.9k $44.0m | Added +66.5k |
| North Growth Management Ltd. 9.25% of their portfolio | 329.0k $41.7m | Reduced -51.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 326.2k $41.4m | Added +7.9k |
| TODD ASSET MANAGEMENT LLC 0.95% of their portfolio | 316.9k $40.2m | Added +2.7k |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 302.6k $38.4m | Reduced -424 |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 285.8k $36.3m | Added +15.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 282.1k $32.0m | Reduced -148.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 277.2k $35.2m | New |
| Varma Mutual Pension Insurance Co 0.41% of their portfolio | 267.4k $33.9m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 262.2k $33.3m | Reduced -312.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.33% of their portfolio | 260.3k $33.0m | Added +21.9k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 252.6k $32.1m | Reduced -18.2k |
| VALLEY WEALTH MANAGERS, INC. 2.56% of their portfolio | 242.2k $30.7m | Reduced -26.6k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 240.0k $30.4m | Reduced -15.0k |
| National Pension Service 0.04% of their portfolio | 228.9k $24.0m | New |
| Robeco Institutional Asset Management B.V. 0.08% of their portfolio | 228.4k $29.0m | Added +13.3k |
| GREAT LAKES ADVISORS, LLC 0.26% of their portfolio | 227.7k $28.9m | Reduced -43.2k |
| STRS OHIO 0.13% of their portfolio | 227.1k $28.8m | Reduced -30.3k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 219.2k $27.8m | Added +9.6k |
| Twin Tree Management, LP 0.91% of their portfolio | 213.6k $27.1m | Added +46.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 199.2k $25.3m | Reduced -44.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 194.6k $24.7m | Reduced -9.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 193.8k $24.6m | Reduced -225.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.15% of their portfolio | 193.5k $24.6m | Reduced -30.6k |
| ZACKS INVESTMENT MANAGEMENT 0.32% of their portfolio | 193.2k $24.5m | Reduced -59.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 187.9k $23.8m | Added +26.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 185.4k $23.5m | Added +86.3k |
| Newbrook Capital Advisors LP 3.50% of their portfolio | 185.2k $23.5m | Reduced -72.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.15% of their portfolio | 185.1k $23.5m | Reduced -15.8k |
| CCM INVESTMENT ADVISERS LLC 3.21% of their portfolio | 183.3k $23.3m | Reduced -15.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 182.0k $23.1m | Reduced -25.7k |
| Candriam S.C.A. 0.16% of their portfolio | 173.2k $22.0m | Added +80.8k |
| COOKSON PEIRCE & CO INC 1.42% of their portfolio | 170.2k $21.6m | Reduced -913 |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 166.3k $21.1m | Added +154.5k |
| Retirement Systems of Alabama 0.10% of their portfolio | 163.4k $20.7m | Reduced -7.6k |
| Artemis Investment Management LLP 0.29% of their portfolio | 163.2k $20.7m | Reduced -9.2k |
| Man Group plc 0.06% of their portfolio | 159.1k $20.2m | New |
| HANCOCK WHITNEY CORP 0.81% of their portfolio | 154.1k $19.5m | Reduced -1.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 153.1k $19.4m | New |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 150.9k $19.1m | Added +13.4k |
| CANTOR FITZGERALD, L. P. 0.51% of their portfolio | 150.2k $19.1m | Added +5.5k |
| UBS Group AG 0.01% of their portfolio | 149.7k $19.0m | Reduced -3.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 143.6k $18.2m | Reduced -640 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 136.5k $17.3m | Reduced -14.5k |
| CITIGROUP INC 0.02% of their portfolio | 136.3k $17.3m | Added +7.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 128.2k $16.3m | Added +18.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.25% of their portfolio | 126.3k $16.0m | New |
| LMCG INVESTMENTS, LLC 1.08% of their portfolio | 126.0k $16.0m | Reduced -5.2k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 123.9k $15.7m | Added +105.5k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 122.7k $15.6m | Reduced -3.2k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 119.3k $15.1m | Reduced -10.4k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 119.0k $15.1m | Reduced -71.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.22% of their portfolio | 118.8k $15.1m | Added +22.7k |