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 ($83.8m this quarter). Holder counts are more reliable. Shares outstanding: 120.6m as of 2024-03-28, 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 ≈ $133.88. Options: 29 managers hold calls ($399.1m notional), 26 hold puts ($516.3m).
Trends to Q1 2024
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 |
| Q4 2023 | 683 |
| Q1 2024 | 682 |
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 |
| Q4 2023 | 284 | 362 |
| Q1 2024 | 307 | 385 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $178.2m | $102.1m | 0.57 |
| Q3 2023 | $263.0m | $117.9m | 0.45 |
| Q4 2023 | $285.5m | $188.1m | 0.66 |
| Q1 2024 | $399.1m | $516.3m | 1.29 |
Biggest buyers
| UBS Group AG | Added | +1.6m |
| MORGAN STANLEY | Added | +1.3m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +291.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +267.3k |
| Artisan Partners Limited Partnership | Added | +263.4k |
| GOLDMAN SACHS GROUP INC | Added | +231.3k |
| Woodline Partners LP | New | +135.4k |
| TODD ASSET MANAGEMENT LLC | Added | +127.3k |
| Brandywine Global Investment Management, LLC | Added | +124.3k |
| CWA Asset Management Group, LLC | New | +115.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.6m |
| FMR LLC | Reduced | -854.9k |
| Qube Research & Technologies Ltd | Reduced | -699.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -599.8k |
| California Public Employees Retirement System | Reduced | -532.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -456.8k |
| Point72 Asset Management, L.P. | Sold out | -407.5k |
| Whale Rock Capital Management LLC | Reduced | -293.3k |
| Cubist Systematic Strategies, LLC | Sold out | -216.6k |
| Allianz Asset Management GmbH | Reduced | -207.5k |
Biggest calls
| UBS Group AG | New | $148.4m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $54.0m403.0k shares |
| CITADEL ADVISORS LLC | Reduced | $45.3m338.2k shares |
| SIMPLEX TRADING, LLC | Added | $20.2m151.1k shares |
| JANE STREET GROUP, LLC | Added | $18.3m136.3k shares |
| NOMURA HOLDINGS INC | New | $17.4m130.0k shares |
| Squarepoint Ops LLC | Added | $16.3m121.4k shares |
| PEAK6 Investments LLC | Reduced | $15.7m117.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $9.8m73.4k shares |
| Cubist Systematic Strategies, LLC | Added | $9.8m72.8k shares |
Biggest puts
| UBS Group AG | Added | $169.4m1.3m shares |
| Squarepoint Ops LLC | New | $60.5m451.7k shares |
| NOMURA HOLDINGS INC | New | $60.2m449.3k shares |
| CITADEL ADVISORS LLC | Added | $45.1m336.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $38.8m289.8k shares |
| SIMPLEX TRADING, LLC | Added | $21.1m157.4k shares |
| D. E. Shaw & Co., Inc. | Added | $15.7m117.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $14.4m107.4k shares |
| JANE STREET GROUP, LLC | Added | $13.5m100.6k shares |
| IMC-Chicago, LLC | Added | $10.4m77.7k 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 Q1 2024
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 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 |
| Q4 2023 | 0 | — | 12 | $46.3m | — |
| Q1 2024 | 0 | — | 5 | $13.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-19 | MONDELLO MARK T Executive Chairman, director | Sold | $6.3m50.0k shares |
| 2024-01-29 | STOUT DAVID M Director | Sold | $3.9m31.3k shares |
| 2024-01-11 | Ferri Roberto SVP, Global Sales | Sold | $803.6k6.2k shares |
| 2024-01-03 | BORGES STEVEN D EVP, CEO, DMS | Sold | $1.8m14.2k shares |
| 2024-01-03 | Creadon Gerald EVP, Operations | Sold | $511.8k4.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.10% of their portfolio | 16.9m $2.3bn | Reduced -1.6m |
| VANGUARD GROUP INC 0.04% of their portfolio | 15.1m $2.0bn | Added +35.0k |
| BlackRock Inc. 0.03% of their portfolio | 10.3m $1.4bn | Reduced -8.7k |
| FMR LLC 0.07% of their portfolio | 8.2m $1.1bn | Reduced -854.9k |
| Texas Yale Capital Corp. 38.04% of their portfolio | 6.4m $856.7m | Added +15.9k |
| STATE STREET CORP 0.03% of their portfolio | 5.7m $763.1m | Reduced -36.8k |
| MORGAN STANLEY 0.02% of their portfolio | 4.5m $607.4m | Added +1.3m |
| PRIMECAP MANAGEMENT CO/CA/ 0.36% of their portfolio | 3.6m $478.9m | Reduced -147.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 3.4m $454.6m | Added +267.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.0m $404.1m | Added +97.3k |
| LSV ASSET MANAGEMENT 0.70% of their portfolio | 2.5m $338.4m | Reduced -175.9k |
| Invesco Ltd. 0.05% of their portfolio | 1.9m $255.5m | Reduced -188.2k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 1.8m $245.0m | Added +231.3k |
| UBS Group AG 0.08% of their portfolio | 1.8m $240.0m | Added +1.6m |
| Artisan Partners Limited Partnership 0.31% of their portfolio | 1.6m $214.7m | Added +263.4k |
| NORGES BANK 0.03% of their portfolio | 1.6m $208.0m | Added +38.3k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.5m $204.9m | Reduced -456.8k |
| BESSEMER GROUP INC 0.31% of their portfolio | 1.3m $171.0m | Reduced -100.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.3m $168.9m | Reduced -28.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.1m $149.7m | Added +6.5k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.1m $147.8m | Reduced -40.1k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.1m $143.7m | Reduced -62.6k |
| Whale Rock Capital Management LLC 1.93% of their portfolio | 967.5k $129.6m | Reduced -293.3k |
| Simcoe Capital Management, LLC 17.38% of their portfolio | 949.7k $127.2m | Reduced -97.0k |
| Boston Partners 0.11% of their portfolio | 698.1k $93.2m | Reduced -25.2k |
| Praesidium Investment Management Company, LLC 12.11% of their portfolio | 612.8k $82.1m | Reduced -161.8k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 586.6k $78.6m | Added +66.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 3.69% of their portfolio | 575.7k $77.1m | Reduced -9.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 559.5k $75.0m | Added +47.7k |
| GLENMEDE TRUST CO NA 0.33% of their portfolio | 494.9k $66.3m | Reduced -190.5k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.80% of their portfolio | 482.2k $64.6m | Reduced -45.0k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 444.7k $59.5m | Added +20.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.52% of their portfolio | 415.6k $55.7m | Reduced -94.1k |
| TODD ASSET MANAGEMENT LLC 1.08% of their portfolio | 392.9k $52.6m | Added +127.3k |
| Legal & General Group Plc 0.02% of their portfolio | 389.9k $52.2m | Reduced -10.0k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 386.1k $51.7m | Reduced -1.4k |
| Swiss National Bank 0.04% of their portfolio | 382.0k $51.2m | Reduced -27.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 367.3k $49.2m | Reduced -50.1k |
| Handelsbanken Fonder AB 0.21% of their portfolio | 364.5k $48.8m | Added +70.0k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 358.6k $48.0m | Reduced -28.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 351.5k $47.2m | Reduced -48.5k |
| Ceredex Value Advisors LLC 0.81% of their portfolio | 347.4k $46.5m | Added +58.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.20% of their portfolio | 339.1k $45.4m | Reduced -599.8k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 331.4k $44.4m | Added +76.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.39% of their portfolio | 322.7k $43.2m | Added +101.9k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 312.2k $41.8m | Added +43.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 300.0k $40.2m | Reduced -10.4k |
| Allianz Asset Management GmbH 0.07% of their portfolio | 299.5k $40.1m | Reduced -207.5k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.49% of their portfolio | 293.5k $39.3m | Reduced -40.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.20% of their portfolio | 291.5k $39.0m | New |
| North Growth Management Ltd. 7.36% of their portfolio | 288.0k $38.6m | Added +15.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 287.5k $38.5m | Added +55.0k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 286.3k $38.4m | Added +28.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 285.2k $38.2m | Added +39.6k |
| M.D. Sass, LLC 4.48% of their portfolio | 282.9k $37.9m | Added +57.2k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 279.2k $37.4m | Reduced -699.8k |
| BARCLAYS PLC 0.02% of their portfolio | 271.1k $36.3m | Reduced -55.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 270.7k $36.3m | Added +80.2k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 270.6k $36.2m | Reduced -30.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 252.2k $33.8m | Reduced -532.4k |
| STRS OHIO 0.13% of their portfolio | 250.5k $33.6m | Added +12.1k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 239.4k $32.1m | Reduced -104.3k |
| Squarepoint Ops LLC 0.13% of their portfolio | 228.7k $30.6m | Reduced -141.2k |
| GREAT LAKES ADVISORS, LLC 0.26% of their portfolio | 227.5k $30.5m | Added +6.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 224.7k $30.1m | Reduced -62.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 223.0k $29.9m | Reduced -15.1k |
| National Pension Service 0.04% of their portfolio | 222.9k $29.9m | Reduced -6.0k |
| Brandywine Global Investment Management, LLC 0.21% of their portfolio | 217.5k $29.1m | Added +124.3k |
| ZACKS INVESTMENT MANAGEMENT 0.31% of their portfolio | 213.9k $28.6m | Added +17.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 206.7k $27.7m | Reduced -182.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 202.0k $27.1m | Reduced -22.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 198.3k $26.6m | Added +11.0k |
| Amundi 0.01% of their portfolio | 197.3k $25.6m | Added +38.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 196.2k $26.3m | Added +24.0k |
| VALLEY WEALTH MANAGERS, INC. 1.98% of their portfolio | 195.7k $26.2m | Reduced -23.9k |
| CITIGROUP INC 0.03% of their portfolio | 194.5k $26.1m | Added +64.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 190.1k $25.5m | Reduced -3.7k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 178.3k $23.9m | Reduced -22.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 177.2k $23.7m | Reduced -9.1k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 177.1k $23.7m | Reduced -16.6k |
| Smith Group Asset Management, LLC 1.35% of their portfolio | 176.1k $23.6m | Added +19.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 163.1k $21.9m | Reduced -2.0k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 162.1k $21.7m | Added +73.6k |
| HANCOCK WHITNEY CORP 0.74% of their portfolio | 160.9k $21.6m | Added +1.3k |
| COOKSON PEIRCE & CO INC 1.14% of their portfolio | 160.0k $21.4m | Reduced -4.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 159.7k $21.5m | Reduced -4.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 156.8k $21.0m | Added +9.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 156.1k $13.8m | Added +11.5k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 153.7k $20.6m | Added +24.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 151.0k $20.2m | Added +23.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 147.5k $19.8m | Reduced -6.8k |
| Access Investment Management LLC 6.24% of their portfolio | 141.1k $18.9m | Added +35 |
| CCM INVESTMENT ADVISERS LLC 2.26% of their portfolio | 140.8k $18.9m | Reduced -16.5k |
| Woodline Partners LP 0.17% of their portfolio | 135.4k $18.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 135.0k $18.1m | Reduced -26.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 132.3k $17.7m | Added +91.3k |
| KBC Group NV 0.05% of their portfolio | 120.6k $16.2m | Reduced -19.9k |
| LMCG INVESTMENTS, LLC 0.95% of their portfolio | 120.1k $16.1m | Reduced -4.1k |
| TD Asset Management Inc 0.01% of their portfolio | 119.0k $15.9m | Added +76.7k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 115.9k $15.7m | Added +3.9k |