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Jabil Inc.

JBL Technology
$373.82 $-5.22 (-1.38%)
Market Cap: $39.44 B
Gurus Holding
11
Popularity Rank
#340
% of Shares Held
1.26%
Net Activity (Q1 2026)
-$124.02 M

Guru Ownership Trend

Guru Analysis for Jabil Inc. (JBL)

Jabil Inc. (JBL), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $496.29 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $124.02 M net outflow during the quarter.

Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Ray Dalio reduced exposure by 71.5%.

Key Holders

Top 5 by Value

$172.16 M
$73.56 M
$61.73 M
$10.51 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$27.28 M
Total Buy Value
New Buys 2
Additions 1
-$151.3 M
Total Sell Value
Reductions 8
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
10
Net Buyers
3

FAQs for Jabil Inc. (JBL)

Major holders include Steven Cohen ($172.16 M), Cliff Asness ($73.56 M), Joel Greenblatt ($61.73 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.33 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $124.02 M, with 3 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited JBL. The total reported sell value was $151.3 M.

Yes, 2 managers opened new positions in JBL, and 1 increased their existing holdings. The total reported buy value was $27.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -16.8% 648,132 $172.16 M Q1 2026
0.03% Reduce -35.2% 283,936 $73.56 M Q1 2026
0.19% Add 9.0% 232,408 $61.73 M Q1 2026
0.65% New Buy 82,200 $21.84 M Q1 2026
0.05% Reduce -71.5% 39,570 $10.51 M Q1 2026
0.04% Reduce -36.8% 19,572 $5.2 M Q1 2026
0.03% Reduce -51.7% 12,297 $3.27 M Q1 2026
1.55% Reduce -29.4% 4,884 $1.3 M Q1 2026
0.01% Reduce -13.6% 2,970 $788,921 Q1 2026
0.00% New Buy 1,301 $345,466 Q1 2026
0.00% Reduce -1.8% 337 $89,517 Q1 2026
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Transaction
Value
Shares
Position / Chg
SEC Form