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 ($101.0m this quarter). Holder counts are more reliable. Shares outstanding: 113.4m as of 2024-07-02, 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 ≈ $108.79. Options: 24 managers hold calls ($303.0m notional), 27 hold puts ($318.7m).
Trends to Q2 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 |
| Q2 2024 | 685 |
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 |
| Q2 2024 | 353 | 354 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $263.0m | $117.9m | 0.45 |
| Q4 2023 | $285.5m | $188.1m | 0.66 |
| Q1 2024 | $399.1m | $516.3m | 1.29 |
| Q2 2024 | $303.0m | $318.7m | 1.05 |
Biggest buyers
| Alyeska Investment Group, L.P. | New | +1.5m |
| Invesco Ltd. | Added | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +878.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +782.5k |
| Point72 Asset Management, L.P. | New | +723.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +702.2k |
| CITADEL ADVISORS LLC | Added | +526.8k |
| TWO SIGMA INVESTMENTS, LP | New | +461.5k |
| D. E. Shaw & Co., Inc. | Added | +404.6k |
| JANE STREET GROUP, LLC | Added | +389.6k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -8.7m |
| FMR LLC | Reduced | -3.6m |
| MORGAN STANLEY | Reduced | -3.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.5m |
| Whale Rock Capital Management LLC | Sold out | -967.5k |
| BlackRock Inc. | Reduced | -912.6k |
| VANGUARD GROUP INC | Reduced | -712.1k |
| BESSEMER GROUP INC | Reduced | -511.9k |
| Handelsbanken Fonder AB | Reduced | -338.4k |
| Simcoe Capital Management, LLC | Reduced | -327.2k |
Biggest calls
| UBS Group AG | Added | $121.4m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $29.2m268.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $28.7m263.6k shares |
| Twin Tree Management, LP | Added | $23.4m215.0k shares |
| PEAK6 Investments LLC | Added | $23.2m213.2k shares |
| Cubist Systematic Strategies, LLC | Added | $14.1m129.5k shares |
| IMC-Chicago, LLC | Added | $11.2m102.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.7m88.9k shares |
| Walleye Trading LLC | Added | $8.9m82.1k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $8.0m73.4k shares |
Biggest puts
| UBS Group AG | Reduced | $134.9m1.2m shares |
| Squarepoint Ops LLC | Reduced | $35.1m322.9k shares |
| CITADEL ADVISORS LLC | Reduced | $27.2m249.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.5m152.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $14.8m135.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $12.7m116.8k shares |
| Twin Tree Management, LP | New | $11.4m104.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.7m98.7k shares |
| PEAK6 Investments LLC | Added | $10.3m94.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $6.3m57.5k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 0 | — | 4 | $3.6m | $2.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-04-15 | Wilson Kenneth S Chief Executive Officer, director | Sold plan | $2.0m15.0k shares |
| 2024-04-09 | Schick Gary K. SVP, CHRO | Sold | $109.0k798 shares |
| 2024-04-08 | Yap May Yee SVP, Chief Information Officer | Sold | $1.1m7.9k shares |
| 2024-04-03 | Creadon Gerald EVP, Operations | Sold | $406.9k3.0k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 14.4m $1.6bn | Reduced -712.1k |
| BlackRock Inc. 0.02% of their portfolio | 9.4m $1.0bn | Reduced -912.6k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 8.2m $893.9m | Reduced -8.7m |
| Texas Yale Capital Corp. 33.13% of their portfolio | 6.4m $695.7m | Unchanged |
| STATE STREET CORP 0.03% of their portfolio | 5.6m $604.0m | Reduced -145.2k |
| FMR LLC 0.03% of their portfolio | 4.6m $500.0m | Reduced -3.6m |
| PRIMECAP MANAGEMENT CO/CA/ 0.29% of their portfolio | 3.7m $400.7m | Added +107.8k |
| Invesco Ltd. 0.07% of their portfolio | 3.0m $324.0m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.9m $317.0m | Reduced -101.2k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.7m $294.5m | Added +878.2k |
| LSV ASSET MANAGEMENT 0.58% of their portfolio | 2.4m $265.1m | Reduced -89.5k |
| UBS Group AG 0.07% of their portfolio | 2.1m $230.5m | Added +327.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.6m $178.1m | Added +106.8k |
| Artisan Partners Limited Partnership 0.26% of their portfolio | 1.6m $170.7m | Reduced -34.1k |
| Alyeska Investment Group, L.P. 0.96% of their portfolio | 1.5m $165.9m | New |
| NORGES BANK 0.02% of their portfolio | 1.5m $163.1m | Reduced -53.8k |
| MORGAN STANLEY 0.01% of their portfolio | 1.5m $162.0m | Reduced -3.0m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $150.5m | Added +310.6k |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 1.4m $148.9m | Added +782.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.2m $125.8m | Added +53.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $120.3m | Reduced -155.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.1m $116.8m | Reduced -43.7k |
| AQR CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 1.1m $115.4m | Added +702.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 846.2k $92.1m | Reduced -2.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 785.1k $85.4m | Added +225.6k |
| BESSEMER GROUP INC 0.15% of their portfolio | 764.7k $83.2m | Reduced -511.9k |
| Point72 Asset Management, L.P. 0.25% of their portfolio | 723.0k $78.7m | New |
| Boston Partners 0.09% of their portfolio | 674.9k $73.5m | Reduced -23.2k |
| Simcoe Capital Management, LLC 10.16% of their portfolio | 622.5k $67.7m | Reduced -327.2k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.72% of their portfolio | 594.1k $64.6m | Added +111.9k |
| M.D. Sass, LLC 5.23% of their portfolio | 590.6k $64.2m | Added +307.7k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.88% of their portfolio | 581.6k $63.3m | Added +5.9k |
| Squarepoint Ops LLC 0.23% of their portfolio | 571.3k $62.1m | Added +342.6k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 533.9k $58.1m | Added +526.8k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 500.9k $54.5m | Added +389.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 490.5k $53.4m | Added +205.3k |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 461.5k $50.2m | New |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.44% of their portfolio | 445.5k $48.5m | Added +152.0k |
| Praesidium Investment Management Company, LLC 8.93% of their portfolio | 431.7k $47.0m | Reduced -181.1k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 425.0k $46.2m | Reduced -19.7k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 416.8k $45.3m | Added +404.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.45% of their portfolio | 415.2k $45.2m | Reduced -385 |
| TODD ASSET MANAGEMENT LLC 0.91% of their portfolio | 404.6k $44.0m | Added +11.7k |
| Ceredex Value Advisors LLC 0.83% of their portfolio | 402.9k $43.8m | Added +55.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 390.1k $42.4m | Added +4.0k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 379.7k $41.3m | Added +12.3k |
| Legal & General Group Plc 0.01% of their portfolio | 379.4k $41.3m | Reduced -10.5k |
| Swiss National Bank 0.03% of their portfolio | 357.1k $38.8m | Reduced -24.9k |
| Woodline Partners LP 0.37% of their portfolio | 354.9k $38.6m | Added +219.5k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.33% of their portfolio | 334.5k $36.4m | Added +11.8k |
| CITIGROUP INC 0.03% of their portfolio | 314.8k $34.3m | Added +120.3k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 300.9k $32.7m | Reduced -30.5k |
| North Growth Management Ltd. 6.19% of their portfolio | 288.0k $31.4m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 287.6k $31.3m | Added +64.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.15% of their portfolio | 286.6k $31.2m | Reduced -4.8k |
| GLENMEDE TRUST CO NA 0.15% of their portfolio | 271.2k $29.5m | Reduced -223.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 270.1k $29.4m | Reduced -30.0k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 264.6k $28.8m | Reduced -21.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 257.5k $28.0m | Reduced -13.2k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 252.9k $27.5m | Reduced -17.7k |
| Brandywine Global Investment Management, LLC 0.20% of their portfolio | 245.9k $26.8m | Added +28.5k |
| BARCLAYS PLC 0.01% of their portfolio | 245.7k $26.7m | Reduced -25.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 240.4k $26.2m | Reduced -11.8k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 234.8k $25.5m | Reduced -77.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.27% of their portfolio | 220.9k $24.0m | Added +200.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 219.6k $23.9m | Added +21.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio | 211.5k $23.0m | Reduced -127.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 201.6k $21.9m | Reduced -5.1k |
| GREAT LAKES ADVISORS, LLC 0.19% of their portfolio | 200.2k $21.8m | Reduced -27.3k |
| VALLEY WEALTH MANAGERS, INC. 1.70% of their portfolio | 195.9k $21.3m | Added +206 |
| STRS OHIO 0.08% of their portfolio | 193.3k $21.0m | Reduced -57.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 190.7k $20.7m | Added +561 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 187.8k $20.4m | Reduced -36.9k |
| TUDOR INVESTMENT CORP ET AL 0.22% of their portfolio | 182.6k $19.9m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 174.5k $19.0m | Reduced -27.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 163.3k $17.8m | Reduced -32.8k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 163.3k $18.7m | Reduced -188.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 161.1k $17.5m | Reduced -16.1k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 158.4k $17.2m | Reduced -141.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 158.2k $17.2m | Added +7.2k |
| Railway Pension Investments Ltd 0.21% of their portfolio | 158.1k $17.2m | New |
| HANCOCK WHITNEY CORP 0.56% of their portfolio | 152.6k $16.6m | Reduced -8.3k |
| CCM INVESTMENT ADVISERS LLC 1.91% of their portfolio | 149.2k $16.2m | Added +8.4k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 147.1k $16.0m | Reduced -15.0k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 146.6k $15.9m | Added +143.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 145.9k $15.9m | Reduced -17.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 145.2k $15.8m | Reduced -14.5k |
| TD Asset Management Inc 0.01% of their portfolio | 143.0k $15.6m | Added +24.0k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 142.7k $15.5m | New |
| Access Investment Management LLC 4.99% of their portfolio | 141.3k $15.4m | Added +220 |
| Amundi 0.01% of their portfolio | 139.3k $15.3m | Reduced -58.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 138.8k $15.1m | Reduced -18.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 134.3k $14.6m | Reduced -686 |
| Empowered Funds, LLC 0.25% of their portfolio | 130.3k $14.2m | Added +52.5k |
| Distillate Capital Partners LLC 0.74% of their portfolio | 129.1k $14.0m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 127.6k $13.9m | Reduced -19.9k |
| Kodai Capital Management LP 0.25% of their portfolio | 122.9k $13.4m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 121.5k $13.2m | Reduced -10.8k |
| KBC Group NV 0.04% of their portfolio | 121.4k $13.2m | Added +740 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 121.3k $13.2m | Reduced -34.8k |