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 ($89.9m this quarter). Holder counts are more reliable. Shares outstanding: 109.2m as of 2025-01-02, 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 ≈ $143.94. Options: 23 managers hold calls ($433.6m notional), 28 hold puts ($488.5m).
Trends to Q4 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 |
| Q3 2024 | 703 |
| Q4 2024 | 780 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 239 | 276 |
| Q2 2023 | 250 | 307 |
| Q3 2023 | 281 | 326 |
| Q4 2023 | 284 | 362 |
| Q1 2024 | 307 | 385 |
| Q2 2024 | 353 | 354 |
| Q3 2024 | 314 | 358 |
| Q4 2024 | 354 | 331 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $399.1m | $516.3m | 1.29 |
| Q2 2024 | $303.0m | $318.7m | 1.05 |
| Q3 2024 | $444.2m | $415.4m | 0.94 |
| Q4 2024 | $433.6m | $488.5m | 1.13 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +5.8m |
| Point72 Asset Management, L.P. | Added | +878.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +549.3k |
| Balyasny Asset Management L.P. | New | +439.9k |
| FMR LLC | Added | +416.8k |
| Simcoe Capital Management, LLC | New | +351.9k |
| RENAISSANCE GROUP LLC | New | +271.0k |
| HRT FINANCIAL LP | Added | +238.1k |
| NORTHERN TRUST CORP | Added | +228.0k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +211.2k |
Biggest sellers
| Pacer Advisors, Inc. | Reduced | -2.2m |
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| Squarepoint Ops LLC | Reduced | -790.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -763.7k |
| D. E. Shaw & Co., Inc. | Reduced | -710.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -543.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -526.3k |
| TWO SIGMA ADVISERS, LP | Reduced | -520.2k |
| Invesco Ltd. | Reduced | -460.7k |
| MARSHALL WACE, LLP | Reduced | -439.7k |
Biggest calls
| UBS Group AG | Added | $164.6m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $52.7m365.9k shares |
| Twin Tree Management, LP | Added | $46.6m324.0k shares |
| PEAK6 LLC | First filing | $44.2m307.5k shares |
| CITADEL ADVISORS LLC | Reduced | $31.3m217.6k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $13.5m93.5k shares |
| IMC-Chicago, LLC | Reduced | $11.8m82.0k shares |
| Cubist Systematic Strategies, LLC | Reduced | $11.2m77.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.1m70.2k shares |
| JANE STREET GROUP, LLC | Reduced | $8.7m60.5k shares |
Biggest puts
| UBS Group AG | Reduced | $190.3m1.3m shares |
| Squarepoint Ops LLC | Reduced | $49.2m341.6k shares |
| Twin Tree Management, LP | Added | $47.1m327.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $41.0m284.6k shares |
| CITADEL ADVISORS LLC | Added | $30.3m210.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $16.4m113.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.7m102.0k shares |
| Oribel Capital Management, LP | New | $14.2m98.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $12.7m88.4k shares |
| Parallax Volatility Advisers, L.P. | Added | $10.8m75.3k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 2 | $645.8k | — |
| Q4 2024 | 0 | — | 6 | $7.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-10-31 | McKay Francis SVP, Chief Procurement Officer | Sold | $1.4m11.8k shares |
| 2024-10-31 | McCoy Frederic E. EVP, Operations | Sold | $523.7k4.3k shares |
| 2024-10-30 | Melachrino Kristine SVP, General Counsel | Sold | $446.0k3.6k shares |
| 2024-10-25 | HOLLAND CHRISTOPHER S Director | Sold | $450.8k3.6k shares |
| 2024-10-24 | RAYMUND STEVEN A Director | Sold | $2.5m20.0k shares |
| 2024-10-22 | Crowley Matthew EVP, Global Business Units | Sold | $280.6k2.3k shares |
| 2024-10-18 | Crowley Matthew EVP, Global Business Units | Sold | $173.6k1.4k shares |
| 2024-10-07 | RAYMUND STEVEN A Director | Sold | $1.5m12.4k shares |
| 2024-10-01 | McCoy Frederic E. EVP, Operations | Sold | $474.8k4.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 13.7m $2.0bn | Reduced -186.4k |
| BlackRock, Inc. 0.03% of their portfolio | 9.0m $1.3bn | Reduced -200.4k |
| Texas Yale Capital Corp. 37.03% of their portfolio | 6.4m $920.9m | Added +4.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.15% of their portfolio | 5.8m $835.9m | Added +5.8m |
| FMR LLC 0.05% of their portfolio | 5.5m $796.2m | Added +416.8k |
| STATE STREET CORP 0.03% of their portfolio | 5.1m $736.2m | Reduced -43.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.40% of their portfolio | 3.6m $514.1m | Reduced -119.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.8m $404.0m | Added +34.6k |
| Invesco Ltd. 0.06% of their portfolio | 2.4m $338.8m | Reduced -460.7k |
| LSV ASSET MANAGEMENT 0.75% of their portfolio | 2.3m $323.8m | Reduced -58.2k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.0m $287.7m | Reduced -437.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.9m $270.2m | Reduced -1.2m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.6m $235.5m | Reduced -36.9k |
| UBS Group AG 0.05% of their portfolio | 1.5m $218.8m | Reduced -273.4k |
| NORGES BANK 0.03% of their portfolio | 1.5m $218.4m | Added +26.6k |
| MORGAN STANLEY 0.02% of their portfolio | 1.5m $214.1m | Reduced -272.9k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.3m $184.0m | Added +228.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.1m $155.6m | Reduced -52.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.0m $150.4m | Added +10.5k |
| Point72 Asset Management, L.P. 0.38% of their portfolio | 965.6k $139.0m | Added +878.4k |
| AQR CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 958.2k $137.9m | Reduced -8.2k |
| Alyeska Investment Group, L.P. 0.44% of their portfolio | 810.7k $116.7m | Reduced -108.7k |
| D. E. Shaw & Co., Inc. 0.12% of their portfolio | 745.6k $107.3m | Reduced -710.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 737.3k $106.1m | Reduced -166.2k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 724.8k $104.3m | Reduced -543.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 671.7k $96.7m | Reduced -219.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio | 627.0k $90.2m | Added +211.2k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.87% of their portfolio | 611.3k $88.0m | Reduced -24.2k |
| Boston Partners 0.10% of their portfolio | 591.3k $85.2m | Reduced -60.9k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 3.82% of their portfolio | 572.9k $82.4m | Reduced -9.1k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 559.4k $80.5m | Added +95.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.28% of their portfolio | 552.7k $79.5m | Added +549.3k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 452.6k $65.1m | Reduced -223.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.41% of their portfolio | 444.8k $64.0m | Reduced -130.1k |
| TODD ASSET MANAGEMENT LLC 1.52% of their portfolio | 442.1k $63.6m | Added +4.0k |
| Balyasny Asset Management L.P. 0.15% of their portfolio | 439.9k $63.3m | New |
| M.D. Sass, LLC 4.61% of their portfolio | 418.0k $60.1m | Added +5.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.56% of their portfolio | 407.4k $58.6m | Reduced -1.8k |
| Praesidium Investment Management Company, LLC 9.50% of their portfolio | 393.7k $56.6m | Reduced -38.1k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 392.1k $56.4m | Reduced -20.5k |
| Legal & General Group Plc 0.01% of their portfolio | 390.0k $56.1m | Reduced -36.7k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.46% of their portfolio | 364.4k $52.4m | Reduced -3.2k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 362.8k $52.2m | Reduced -439.7k |
| Simcoe Capital Management, LLC 7.44% of their portfolio | 351.9k $50.6m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.09% of their portfolio | 350.2k $50.4m | Added +82.6k |
| GLENMEDE TRUST CO NA 0.25% of their portfolio | 344.3k $49.5m | Reduced -4.2k |
| HRT FINANCIAL LP 0.28% of their portfolio | 325.0k $46.8m | Added +238.1k |
| Swiss National Bank 0.03% of their portfolio | 320.4k $46.1m | Reduced -16.3k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 301.0k $43.3m | First filing |
| North Growth Management Ltd. 7.75% of their portfolio | 284.0k $40.9m | Reduced -5.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.14% of their portfolio | 278.7k $40.1m | Added +99.6k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 277.6k $39.9m | Reduced -763.7k |
| RENAISSANCE GROUP LLC 1.62% of their portfolio | 271.0k $39.0m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 256.4k $36.9m | Reduced -7.7k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 246.9k $35.6m | Added +79.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 246.7k $35.5m | Added +94.3k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 246.2k $35.4m | Added +13.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 224.9k $32.4m | Added +177.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% of their portfolio | 219.9k $31.6m | Added +124.2k |
| Brandywine Global Investment Management, LLC 0.23% of their portfolio | 219.2k $31.5m | Added +60.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 218.5k $31.4m | Added +71.4k |
| Aware Super Pty Ltd as trustee of Aware Super 0.49% of their portfolio | 215.0k $30.9m | First filing |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 213.0k $30.6m | Reduced -7.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 213.0k $30.6m | Reduced -19.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.30% of their portfolio | 212.3k $30.5m | Reduced -21.1k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 210.2k $29.9m | Added +138.1k |
| TWO SIGMA ADVISERS, LP 0.07% of their portfolio | 202.6k $29.2m | Reduced -520.2k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 202.1k $28.9m | Reduced -49.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 200.0k $28.8m | Added +7.9k |
| BARCLAYS PLC 0.01% of their portfolio | 198.8k $28.6m | Reduced -129.2k |
| Handelsbanken Fonder AB 0.11% of their portfolio | 198.3k $28.5m | Added +165.9k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 190.9k $27.5m | Reduced -30.5k |
| VALLEY WEALTH MANAGERS, INC. 2.02% of their portfolio | 187.7k $27.0m | Reduced -7.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 186.4k $27.9m | Added +8.3k |
| STRS OHIO 0.10% of their portfolio | 183.0k $26.3m | Unchanged |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 179.2k $25.8m | Reduced -174.9k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 170.7k $24.6m | Added +42.9k |
| CCM INVESTMENT ADVISERS LLC 2.62% of their portfolio | 164.7k $23.7m | Added +1.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 163.7k $23.6m | Reduced -11.6k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 159.1k $22.9m | Added +1.7k |
| CITIGROUP INC 0.02% of their portfolio | 158.8k $22.8m | Reduced -116.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 154.7k $22.3m | Added +28.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 150.8k $21.7m | New |
| SEI INVESTMENTS CO 0.03% of their portfolio | 150.0k $21.6m | Reduced -72.7k |
| Amundi 0.01% of their portfolio | 145.5k $22.4m | Reduced -16.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 143.3k $20.6m | Added +6.0k |
| Access Investment Management LLC 5.90% of their portfolio | 141.6k $20.4m | Added +195 |
| South Dakota Investment Council 0.40% of their portfolio | 140.8k $20.3m | Reduced -33.0k |
| KBC Group NV 0.05% of their portfolio | 138.6k $19.9m | Added +16.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 136.9k $19.7m | Added +3.7k |
| Empowered Funds, LLC 0.28% of their portfolio | 135.2k $19.5m | Reduced -10.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 134.7k $19.4m | Reduced -10.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 132.5k $19.1m | Reduced -60.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 130.4k $18.8m | Added +62.8k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 125.6k $18.1m | Reduced -5.2k |
| Andra AP-fonden 0.29% of their portfolio | 125.2k $18.0m | Added +12.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 124.0k $17.8m | Added +528 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 122.6k $17.6m | Reduced -10.6k |
| TD Asset Management Inc 0.02% of their portfolio | 120.2k $17.3m | Added +2.5k |
| ExodusPoint Capital Management, LP 0.17% of their portfolio | 116.5k $16.8m | New |