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 ($167.7m this quarter). Holder counts are more reliable. Shares outstanding: 105.6m as of 2026-01-02, 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 ≈ $227.82. Options: 28 managers hold calls ($830.7m notional), 28 hold puts ($826.8m).
Trends to Q4 2025
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 |
| Q1 2025 | 784 |
| Q2 2025 | 880 |
| Q3 2025 | 909 |
| Q4 2025 | 927 |
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 2024 | 307 | 385 |
| Q2 2024 | 353 | 354 |
| Q3 2024 | 314 | 358 |
| Q4 2024 | 354 | 331 |
| Q1 2025 | 406 | 347 |
| Q2 2025 | 460 | 393 |
| Q3 2025 | 479 | 382 |
| Q4 2025 | 385 | 479 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $353.3m | $339.8m | 0.96 |
| Q2 2025 | $682.3m | $599.2m | 0.88 |
| Q3 2025 | $673.6m | $701.4m | 1.04 |
| Q4 2025 | $830.7m | $826.8m | 1.00 |
Biggest buyers
| Point72 Asset Management, L.P. | Added | +619.1k |
| D. E. Shaw & Co., Inc. | Added | +557.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +533.8k |
| TWO SIGMA INVESTMENTS, LP | Added | +314.3k |
| Tidal Investments LLC | Added | +310.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +288.2k |
| Squarepoint Ops LLC | Added | +284.5k |
| HSBC HOLDINGS PLC | Added | +280.7k |
| Alyeska Investment Group, L.P. | Added | +234.4k |
| Walleye Capital LLC | Added | +195.1k |
Biggest sellers
| FMR LLC | Reduced | -1.0m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -1.0m |
| JPMORGAN CHASE & CO | Reduced | -701.8k |
| UBS Group AG | Reduced | -695.3k |
| LORD, ABBETT & CO. LLC | Reduced | -398.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | -337.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -312.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -295.0k |
| Amundi | Reduced | -294.6k |
| Qube Research & Technologies Ltd | Reduced | -279.1k |
Biggest calls
| UBS Group AG | Added | $292.4m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $153.0m671.2k shares |
| PEAK6 LLC | Reduced | $76.5m335.4k shares |
| Walleye Trading LLC | Added | $64.5m282.7k shares |
| CITADEL ADVISORS LLC | Reduced | $42.2m184.9k shares |
| JANE STREET GROUP, LLC | Added | $34.2m150.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $31.1m136.4k shares |
| Point72 Asset Management, L.P. | New | $28.8m126.4k shares |
| IMC-Chicago, LLC | Added | $28.3m124.0k shares |
| BANK OF MONTREAL /CAN/ | Unchanged | $11.4m50.0k shares |
Biggest puts
| UBS Group AG | Added | $289.6m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $143.3m628.3k shares |
| Tidal Investments LLC | New | $141.4m620.0k shares |
| Point72 Asset Management, L.P. | New | $29.3m128.4k shares |
| JANE STREET GROUP, LLC | Reduced | $26.0m113.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $25.8m113.0k shares |
| CITADEL ADVISORS LLC | Reduced | $24.6m108.0k shares |
| IMC-Chicago, LLC | Added | $23.9m104.8k shares |
| Squarepoint Ops LLC | Added | $21.2m93.1k shares |
| PEAK6 LLC | Added | $20.2m88.8k 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 2025
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 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 | — |
| Q1 2025 | 0 | — | 7 | $14.2m | — |
| Q2 2025 | 0 | — | 12 | $56.4m | $40.3m |
| Q3 2025 | 0 | — | 6 | $18.7m | $12.8m |
| Q4 2025 | 0 | — | 10 | $47.0m | $15.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-23 | BORGES STEVEN D EVP, Global Business Units | Sold | $2.4m10.0k shares |
| 2025-12-19 | MONDELLO MARK T Executive Chairman, director | Sold | $11.3m50.0k shares |
| 2025-12-19 | McCoy Frederic E. EVP, Global Operations | Sold | $5.0m22.0k shares |
| 2025-12-19 | ANSARI ANOUSHEH Director | Sold | $337.5k1.5k shares |
| 2025-12-01 | MONDELLO MARK T Executive Chairman, director | Sold plan | $4.2m20.0k shares |
| 2025-11-03 | MONDELLO MARK T Executive Chairman, director | Sold plan | $4.4m20.0k shares |
| 2025-11-03 | Schick Gary K. SVP, CHRO | Sold plan | $100.0k453 shares |
| 2025-10-31 | Yap May Yee SVP, Chief Information Officer | Sold | $2.0m8.9k shares |
| 2025-10-29 | McKay Francis SVP, Chief Procurement Officer | Sold | $567.0k2.5k shares |
| 2025-10-28 | Hebard Gregory B CFO | Sold plan | $1.3m6.1k shares |
| 2025-10-27 | Crowley Matthew EVP, Global Business Units | Sold plan | $153.8k727 shares |
| 2025-10-24 | Melachrino Kristine EVP, General Counsel | Sold | $1.4m6.6k shares |
| 2025-10-21 | Crowley Matthew EVP, Global Business Units | Sold plan | $785.5k3.9k shares |
| 2025-10-20 | Crowley Matthew EVP, Global Business Units | Sold plan | $558.6k2.7k shares |
| 2025-10-17 | MONDELLO MARK T Executive Chairman, director | Sold | $8.3m40.0k shares |
| 2025-10-01 | MONDELLO MARK T Executive Chairman, director | Sold plan | $4.3m20.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 13.1m $3.0bn | Reduced -13.1k |
| BlackRock, Inc. 0.04% of their portfolio | 9.7m $2.2bn | Added +37.8k |
| Texas Yale Capital Corp. 44.09% of their portfolio | 6.4m $1.5bn | Reduced -3.0k |
| STATE STREET CORP 0.04% of their portfolio | 5.1m $1.2bn | Reduced -70.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio | 4.0m $923.4m | Reduced -312.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.58% of their portfolio | 3.3m $762.4m | Added +12.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.9m $661.8m | Added +42.4k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 2.1m $488.6m | Added +21.4k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.9m $429.7m | Reduced -701.8k |
| NORGES BANK 0.04% of their portfolio | 1.8m $407.3m | Not comparable |
| Invesco Ltd. 0.04% of their portfolio | 1.8m $400.3m | Reduced -229.5k |
| MORGAN STANLEY 0.02% of their portfolio | 1.7m $396.1m | Added +34.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.21% of their portfolio | 1.6m $359.4m | Added +121.4k |
| UBS Group AG 0.06% of their portfolio | 1.4m $326.5m | Reduced -695.3k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.4m $313.8m | Added +1.5k |
| LSV ASSET MANAGEMENT 0.64% of their portfolio | 1.3m $292.2m | Reduced -67.7k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.3m $290.5m | Reduced -44.2k |
| FMR LLC 0.01% of their portfolio | 1.2m $284.8m | Reduced -1.0m |
| Robeco Institutional Asset Management B.V. 0.41% of their portfolio | 1.2m $284.6m | Reduced -71.7k |
| Boston Partners 0.29% of their portfolio | 1.2m $277.3m | Reduced -37.3k |
| Squarepoint Ops LLC 0.43% of their portfolio | 943.8k $215.2m | Added +284.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 873.8k $199.2m | Reduced -295.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 801.0k $182.6m | Reduced -124.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 800.7k $182.6m | Reduced -110.9k |
| Point72 Asset Management, L.P. 0.28% of their portfolio | 778.8k $177.6m | Added +619.1k |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 771.2k $175.9m | Added +557.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 727.3k $165.8m | Reduced -1.9k |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 629.2k $143.5m | Reduced -279.1k |
| BARCLAYS PLC 0.05% of their portfolio | 600.6k $137.0m | Added +12.5k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 574.1k $130.9m | Reduced -184.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.22% of their portfolio | 573.3k $130.7m | Added +288.2k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 561.1k $127.9m | Reduced -7.6k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 5.35% of their portfolio | 557.9k $127.2m | Unchanged |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 548.5k $125.2m | Added +280.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 533.8k $121.7m | New |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 485.5k $110.7m | Reduced -16.0k |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 470.7k $107.3m | Added +314.3k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 461.8k $105.5m | Added +8.9k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 438.2k $99.9m | Added +7.1k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 428.0k $97.6m | Reduced -16.5k |
| Amundi 0.03% of their portfolio | 409.6k $93.4m | Reduced -294.6k |
| Legal & General Group Plc 0.02% of their portfolio | 405.9k $92.6m | Added +1.7k |
| GW&K Investment Management, LLC 0.73% of their portfolio | 367.9k $83.9m | Reduced -3.0k |
| Praesidium Investment Management Company, LLC 14.73% of their portfolio | 349.0k $79.6m | Added +147 |
| TODD ASSET MANAGEMENT LLC 1.49% of their portfolio | 336.4k $76.7m | Added +6.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.31% of their portfolio | 328.4k $74.9m | Added +62.3k |
| Quantinno Capital Management LP 0.15% of their portfolio | 326.2k $74.4m | Added +31.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.41% of their portfolio | 324.7k $74.0m | Reduced -12.0k |
| Nuveen, LLC 0.02% of their portfolio | 323.6k $73.8m | Added +1.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 321.8k $73.4m | Reduced -88.7k |
| Tidal Investments LLC 0.31% of their portfolio | 321.0k $73.2m | Added +310.0k |
| Pacer Advisors, Inc. 0.18% of their portfolio | 311.6k $71.0m | Reduced -68.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 304.5k $69.4m | Reduced -43.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 301.8k $68.8m | Reduced -10.1k |
| Swiss National Bank 0.04% of their portfolio | 294.1k $67.1m | Reduced -15.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 1.14% of their portfolio | 278.8k $63.6m | Reduced -21.6k |
| CITIGROUP INC 0.04% of their portfolio | 273.4k $62.3m | Reduced -19.3k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.46% of their portfolio | 270.1k $61.6m | Added +6.9k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 264.5k $60.3m | Reduced -22.1k |
| Alyeska Investment Group, L.P. 0.17% of their portfolio | 259.9k $59.3m | Added +234.4k |
| Vinva Investment Management Ltd 0.73% of their portfolio | 252.8k $58.9m | Added +107.3k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 250.0k $57.0m | Reduced -14.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.09% of their portfolio | 246.8k $56.3m | Added +52.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 240.5k $54.8m | Reduced -15.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 240.4k $54.8m | Reduced -2.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 226.0k $54.3m | Added +13.6k |
| National Pension Service 0.04% of their portfolio | 224.9k $51.3m | Added +192.0k |
| California Public Employees Retirement System 0.03% of their portfolio | 219.5k $50.1m | Added +7.2k |
| Handelsbanken Fonder AB 0.15% of their portfolio | 214.8k $49.0m | Reduced -54.9k |
| Gotham Asset Management, LLC 0.18% of their portfolio | 213.2k $48.6m | Added +3.7k |
| Ceredex Value Advisors LLC 1.42% of their portfolio | 207.3k $47.3m | Reduced -3.9k |
| North Growth Management Ltd. 7.29% of their portfolio | 204.0k $46.6m | Added +2.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 201.2k $44.6m | Added +44.9k |
| PANAGORA ASSET MANAGEMENT INC 0.16% of their portfolio | 200.7k $45.8m | Reduced -16.0k |
| Walleye Capital LLC 0.26% of their portfolio | 200.6k $45.7m | Added +195.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 187.8k $42.8m | Added +76.3k |
| LMR Partners LLP 0.41% of their portfolio | 185.3k $42.3m | New |
| Man Group plc 0.08% of their portfolio | 174.4k $39.8m | Reduced -1.3k |
| PFA Pension, Forsikringsaktieselskab 0.11% of their portfolio | 170.6k $39.5m | First filing |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.15% of their portfolio | 164.7k $37.6m | Reduced -337.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 164.6k $37.5m | Added +3.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.32% of their portfolio | 164.2k $37.4m | Added +10.8k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 163.9k $37.4m | Reduced -220.8k |
| Brandywine Global Investment Management, LLC 0.25% of their portfolio | 163.0k $37.2m | Reduced -1.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 162.4k $37.0m | Reduced -9.9k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 161.8k $38.9m | Reduced -7.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.39% of their portfolio | 161.4k $36.8m | Reduced -30.6k |
| GLENMEDE TRUST CO NA 0.17% of their portfolio | 160.9k $36.7m | First filing |
| RENAISSANCE GROUP LLC 1.46% of their portfolio | 159.8k $36.4m | Added +801 |
| Verbena Value LP 6.20% of their portfolio | 158.0k $36.0m | First filing |
| STOREBRAND ASSET MANAGEMENT AS 0.10% of their portfolio | 155.5k $35.5m | Reduced -4.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 155.0k $35.3m | Reduced -98.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% of their portfolio | 144.8k $33.0m | Added +114.6k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 142.6k $32.5m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 142.3k $32.9m | Added +26.7k |
| TD Asset Management Inc 0.03% of their portfolio | 140.9k $32.1m | Reduced -2.8k |
| Bridgewater Associates, LP 0.12% of their portfolio | 138.9k $31.7m | Reduced -149.3k |
| KBC Group NV 0.07% of their portfolio | 138.2k $31.5m | Reduced -194.7k |
| Corient Private Wealth LP 0.01% of their portfolio | 135.6k $17.2m | Added +101.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 135.5k $30.9m | Added +17.5k |