Public record / Tickers / JBL

JBL — JABIL INC

Both disclosure regimes on one name: who in Congress filed about JBL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming JBL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-11
filed 2024-09-11
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $1.0K–$15.0K

Sale · traded 2024-08-02 → filed 2024-09-11. Ranked over every JBL row by the provable lower bound, never a point estimate.

No member disclosed JBL in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated JBL rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JBL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JBL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-09-11Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 08-02 +40d$1K–$15K
2023-11-11Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 10-09 +33d$1K–$15K
2021-03-16Peter Meijer R–MI-3SaleTraded 02-16 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in JBL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed JBL in the trailing 12 months.

Congress ↔ notable managers · JBL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · JABIL INC

Merged timeline of congressional filings and notable-manager moves on JBL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+19,216 sh
2026-05-15Duquesne Family Office 13Fnew+82,200 sh
2026-05-15Bridgewater Associates 13Ftrim−99,302 sh
2026-05-14Caxton Associates 13Ftrim−785 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of JBL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
3Texas Yale Capital Corp.$1.7B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
5STATE STREET CORP$1.3B1
6WELLINGTON MANAGEMENT GROUP LLP$1.2B1
7PRIMECAP MANAGEMENT CO/CA/$872M1
8GEODE CAPITAL MANAGEMENT, LLC$766M1
9FMR LLC$649M1
10MORGAN STANLEY$499M1
11Invesco Ltd.$449M1
12UBS Group AG$448M1
13DIMENSIONAL FUND ADVISORS LP$349M1
14NORTHERN TRUST CORP$338M1
15Robeco Institutional Asset Management B.V.$315M1
16BANK OF AMERICA CORP /DE/$295M1
17Boston Partners$283M1
18Nuveen, LLC$264M1
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$225M1
20Bank of New York Mellon Corp$205M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$196M1
22DEUTSCHE BANK AG\$179M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$176M1
24Point72 Asset Management, L.P.$172M1
25Janus Henderson Group Ltd.$163M1
26BARCLAYS PLC$163M1
27VANGUARD FIDUCIARY TRUST CO$159M1
28CITADEL ADVISORS LLC$147M1
29PARADIGM CAPITAL MANAGEMENT INC/NY$146M1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$141M1
31Alyeska Investment Group, L.P.$136M1
32RAYMOND JAMES FINANCIAL INC$130M1
33Squarepoint Ops LLC$125M1
34Qube Research & Technologies Ltd$123M1
35Amundi$105M1
36Legal & General Group Plc$103M1
37Quantinno Capital Management LP$99.6M1
38BALYASNY ASSET MANAGEMENT L.P.$98.7M1
39WESTFIELD CAPITAL MANAGEMENT CO LP$92.8M1
40JACOBS LEVY EQUITY MANAGEMENT, INC$89.3M1
41JANE STREET GROUP, LLC$83.4M1
42ENVESTNET ASSET MANAGEMENT INC$83.1M1
43Swiss National Bank$82.3M1
44Allianz Asset Management GmbH$80.9M1
45HSBC HOLDINGS PLC$78.2M1
46D. E. Shaw & Co., Inc.$77.3M1
47CITIGROUP INC$76.0M1
48FULLER & THALER ASSET MANAGEMENT, INC.$75.6M1
49O'SHAUGHNESSY ASSET MANAGEMENT, LLC$75.5M1
50AQR CAPITAL MANAGEMENT LLC$73.6M1
51Freestone Grove Partners LP$73.2M1
52National Pension Service$68.6M1
53Praesidium Investment Management Company, LLC$67.9M1
54RHUMBLINE ADVISERS$65.3M1
55Vinva Investment Management Ltd$64.2M1
56SEI INVESTMENTS CO$63.0M1
57Mitsubishi UFJ Asset Management Co., Ltd.$62.9M1
58Gotham Asset Management, LLC$61.7M1
59Sumitomo Mitsui Trust Group, Inc.$61.5M1
60WEDGE CAPITAL MANAGEMENT L L P/NC$60.3M1
61Vanguard Global Advisers, LLC$59.3M1
62Assenagon Asset Management S.A.$58.7M1
63TODD ASSET MANAGEMENT LLC$58.6M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$56.8M1
65ADAGE CAPITAL PARTNERS GP, L.L.C.$54.7M1
66Zurcher Kantonalbank (Zurich Cantonalbank)$54.6M1
67PANAGORA ASSET MANAGEMENT INC$53.2M1
68FRANKLIN RESOURCES INC$50.4M1
69Tidal Investments LLC$48.9M1
70VOYA INVESTMENT MANAGEMENT LLC$47.3M1
71Ceredex Value Advisors LLC$46.7M1
72SG Capital Management LLC$46.1M1
73PFA Pension, Forsikringsaktieselskab$45.7M1
74WELLS FARGO & COMPANY/MN$44.7M1
75FRONTIER CAPITAL MANAGEMENT CO LLC$43.8M1
76Smith Group Asset Management, LLC$43.7M1
77Allspring Global Investments Holdings, LLC$43.3M1
78Verbena Value LP$42.8M1
79ROYAL BANK OF CANADA$42.4M1
80Empowered Funds, LLC$42.0M1
81AMERICAN CENTURY COMPANIES INC$41.6M1
82TWO SIGMA INVESTMENTS, LP$41.0M1
83RENAISSANCE GROUP LLC$40.7M1
84VICTORY CAPITAL MANAGEMENT INC$40.4M1
85STOREBRAND ASSET MANAGEMENT AS$39.4M1
86SCHRODER INVESTMENT MANAGEMENT GROUP$37.7M1
87Oribel Capital Management, LP$37.5M1
88TRUIST FINANCIAL CORP$36.0M1
89PRINCIPAL FINANCIAL GROUP INC$35.5M1
90BANK OF MONTREAL /CAN/$32.2M1
91LPL Financial LLC$31.4M1
92Rokos Capital Management LLP$31.2M1
93Access Investment Management LLC$31.1M1
94CHILTON CAPITAL MANAGEMENT LLC$30.2M1
95FIRST TRUST ADVISORS LP$27.0M1
96BANK OF NOVA SCOTIA$26.5M1
97FEDERATED HERMES, INC.$26.3M1
98Cerity Partners LLC$25.5M1
99STIFEL FINANCIAL CORP$25.3M1
100STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.2M1
101NORDEA INVESTMENT MANAGEMENT AB$25.1M1
102ALLIANCEBERNSTEIN L.P.$23.8M1
103GLENMEDE TRUST CO NA$23.7M1
104COOKSON PEIRCE & CO INC$23.5M1
105AVIVA PLC$23.5M1
106TD ASSET MANAGEMENT INC$23.0M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$22.8M1
108MILLENNIUM MANAGEMENT LLC$22.6M1
109Mediolanum International Funds Ltd$21.6M1
110LMR Partners LLP$21.5M1
111Walleye Capital LLC$20.8M1
112Portolan Capital Management, LLC$20.5M1
113Livforsakringsbolaget Skandia, Omsesidigt$20.4M1
114LMCG INVESTMENTS, LLC$20.3M1
115United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$19.9M1
116Corient Private Wealth LLC$19.3M1
117NOMURA ASSET MANAGEMENT CO LTD$18.7M1
118Asset Management One Co., Ltd.$17.5M1
119Korea Investment CORP$17.2M1
120Distillate Capital Partners LLC$17.2M1
121PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$17.0M1
122Lightrock Netherlands B.V.$17.0M1
123MEYER HANDELMAN CO$16.9M1
124AGF MANAGEMENT LTD$16.7M1
125PRUDENTIAL FINANCIAL INC$16.4M1
126MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.9M1
127AMERIPRISE FINANCIAL INC$15.7M1
128LEUTHOLD GROUP, LLC$15.7M1
129DANSKE BANK A/S$15.5M1
130Focus Partners Wealth$15.4M1
131STATE OF WISCONSIN INVESTMENT BOARD$15.0M1
132MIZUHO MARKETS AMERICAS LLC$14.6M1
133CREDIT AGRICOLE S A$14.6M1
134VANGUARD ASSET MANAGEMENT, Ltd$14.3M1
135Chevy Chase Trust Holdings, LLC$14.1M1
136NEW YORK STATE COMMON RETIREMENT FUND$13.9M1
137Baird Financial Group, Inc.$13.8M1
138Pictet Asset Management Holding SA$13.6M1
139Creative Planning$13.5M1
140Mitsubishi UFJ Trust & Banking Corp$13.4M1
141Vanguard Investments Australia, Ltd.$13.1M1
142Eastover Investment Advisors LLC$13.0M1
143HANCOCK WHITNEY CORP$12.8M1
144Verition Fund Management LLC$12.7M1
145MetLife Investment Management, LLC$12.5M1
146Engineers Gate Manager LP$12.4M1
147CANADA PENSION PLAN INVESTMENT BOARD$12.3M1
148Cetera Investment Advisers$12.3M1
149BNP Paribas Asset Management Holding S.A.$12.0M1
150Steward Partners Investment Advisory, LLC$11.9M1
151Tredje AP-fonden$11.8M1
152GREAT LAKES ADVISORS, LLC$11.8M1
153SEB Asset Management AB$11.6M1
154JAMES INVESTMENT RESEARCH, INC.$11.6M1
155CWA Asset Management Group, LLC$11.5M1
156Man Group plc$11.5M1
157FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$11.4M1
158KLP KAPITALFORVALTNING AS$11.4M1
159HighTower Advisors, LLC$11.3M1
160CIBC Bancorp USA Inc.$11.2M1
161Maytus Capital Management, LLC$11.2M1
162Bridgewater Associates, LP$10.5M1
163NATIONAL BANK OF CANADA /FI/$10.4M1
164Jones Kertz & Associates, Inc.$10.3M1
165Moran Wealth Management, LLC$10.3M1
166ING GROEP NV$10.0M1
167FIFTH THIRD BANCORP$9.9M1
168State of New Jersey Common Pension Fund D$9.6M1
169COMMONWEALTH EQUITY SERVICES, LLC$8.9M1
170STATE OF MICHIGAN RETIREMENT SYSTEM$8.8M1
171Resona Asset Management Co.,Ltd.$8.8M1
172NISA INVESTMENT ADVISORS, LLC$8.7M1
173Evercore Wealth Management, LLC$8.7M1
174TORONTO DOMINION BANK$8.7M1
175NATIXIS$8.7M1
176CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$8.6M1
177Lifeworks Advisors, LLC$8.6M1
178Caprock Group, LLC$8.3M1
179Crossmark Global Holdings, Inc.$7.9M1
180Swedbank AB$7.8M1
181Swiss Life Asset Management Ltd$7.7M1
182Czech National Bank$7.6M1
183Arizona State Retirement System$7.6M1
184Mirae Asset Global Investments Co., Ltd.$7.6M1
185SATURNA CAPITAL CORP$7.6M1
186Lombard Odier Asset Management (Switzerland) SA$7.5M1
187L2 Asset Management, LLC$7.4M1
188MERCER GLOBAL ADVISORS INC /ADV$7.4M1
189Holocene Advisors, LP$7.3M1
190Procyon Advisors, LLC$7.3M1
191BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.2M1
192BOOTHBAY FUND MANAGEMENT, LLC$7.1M1
193COMMERCE BANK$7.0M1
194CIBC Asset Management Inc$7.0M1
195Summit Financial, LLC$7.0M1
196XPONANCE LLC$7.0M1
197GUGGENHEIM CAPITAL LLC$7.0M1
198Rafferty Asset Management, LLC$6.9M1
199Federation des caisses Desjardins du Quebec$6.9M1
200GEORGE KAISER FAMILY FOUNDATION$6.8M1
201ProShare Advisors LLC$6.7M1
202DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6.7M1
203SIGNET FINANCIAL MANAGEMENT, LLC$6.7M1
204EVOLVE PRIVATE WEALTH, LLC$6.6M1
205Stanley-Laman Group, Ltd.$6.5M1
206COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.5M1
207FLPUTNAM INVESTMENT MANAGEMENT CO$6.5M1
208Vanguard Personalized Indexing Management, LLC$6.5M1
209RWA WEALTH PARTNERS, LLC$6.4M1
210TD Waterhouse Canada Inc.$6.3M1
211ExodusPoint Capital Management, LP$6.2M1
212DnB Asset Management AS$6.1M1
213D.A. DAVIDSON & CO.$6.0M1
214RITHOLTZ WEALTH MANAGEMENT$6.0M1
215Retirement Systems of Alabama$6.0M1
216PINNBROOK CAPITAL MANAGEMENT LP$5.9M1
217UniSuper Management Pty Ltd$5.7M1
218VISTA INVESTMENT PARTNERS LLC$5.6M1
219OSAIC HOLDINGS, INC.$5.6M1
220Woodline Partners LP$5.5M1
221Vident Advisory, LLC$5.4M1
222Silvant Capital Management LLC$5.3M1
223Dana Investment Advisors, Inc.$5.2M1
224Paralel Advisors LLC$5.2M1
225Jefferies Financial Group Inc.$5.2M1
226Ensign Peak Advisors, Inc$5.2M1
227Concentric Capital Strategies, LP$5.2M1
228IFM Investors Pty Ltd$5.1M1
229MACQUARIE GROUP LTD$5.1M1
230PUBLIC SECTOR PENSION INVESTMENT BOARD$5.0M1
231Ethic Inc.$4.9M1
232ASR Vermogensbeheer N.V.$4.9M1
233WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.8M1
234Daiwa Securities Group Inc.$4.8M1
235Aberdeen Group plc$4.8M1
236US BANCORP \DE\$4.6M1
237Utah Retirement Systems$4.5M1
238Convergence Investment Partners, LLC$4.4M1
239Eurizon Capital SGR S.p.A.$4.3M1
240OMERS ADMINISTRATION Corp$4.2M1
241SORA INVESTORS LLC$4.2M1
242Inspire Investing, LLC$4.2M1
243M&T BANK CORP$4.1M1
244STANCE CAPITAL LLC$4.1M1
245Kepler Cheuvreux (Suisse) SA$4.1M1
246NEOS Investment Management LLC$4.1M1
247PATTON FUND MANAGEMENT, INC.$4.0M1
248PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.0M1
249Mariner, LLC$4.0M1
250AFFINITY INVESTMENT ADVISORS, LLC$4.0M1
251Union Bancaire Privee, UBP SA$4.0M1
252NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.9M1
253PDT Partners, LLC$3.9M1
254Rakuten Investment Management, Inc.$3.9M1
255Rockefeller Capital Management L.P.$3.9M1
256BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.9M1
257Twelve Points Wealth Management LLC$3.8M1
258NISSAY ASSET MANAGEMENT CORP /JAPAN$3.8M1
259Titan Investment Management LLC$3.8M1
260Monument Capital Management$3.6M1
261Pathstone Holdings, LLC$3.6M1
262Sumitomo Mitsui DS Asset Management Company, Ltd$3.6M1
263Sanctuary Advisors, LLC$3.6M1
264Archford Capital Strategies, LLC$3.5M1
265Te Ahumairangi Investment Management Ltd$3.4M1
266Bank Julius Baer & Co. Ltd, Zurich$3.4M1
267Cascade Investment Advisors, Inc.$3.3M1
268Horizon Investment Services, LLC$3.3M1
269ROYCE & ASSOCIATES LP$3.3M1
270Krane Funds Advisors LLC$3.3M1
271Waycross Investment Management Co$3.3M1
272NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.2M1
273Illinois Municipal Retirement Fund$3.2M1
274MACKENZIE FINANCIAL CORP$3.2M1
275OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
276Parallax Volatility Advisers, L.P.$3.2M1
277Jain Global LLC$3.2M1
278VISTA INVESTMENT PARTNERS II, LLC$3.2M1
279EP Wealth Advisors, LLC$3.2M1
280SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M1
281ANCHYRA PARTNERS LLC$3.1M1
282Summit Trail Advisors, LLC$3.1M1
283YOUSIF CAPITAL MANAGEMENT, LLC$3.0M1
284MARTINGALE ASSET MANAGEMENT L P$3.0M1
285HENNESSY ADVISORS INC$3.0M1
286MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
287CWM, LLC$2.9M1
288OP Asset Management Ltd$2.9M1
289Elo Mutual Pension Insurance Co$2.9M1
290PRINCIPAL SECURITIES, INC.$2.8M1
291Orion Porfolio Solutions, LLC$2.8M1
292Y-Intercept (Hong Kong) Ltd$2.8M1
293Triasima Portfolio Management inc.$2.8M1
294Camarda Financial Advisors, LLC$2.8M1
295BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.7M1
296MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.7M1
297WINCAP FINANCIAL LLC$2.7M1
298VestGen Advisors, LLC$2.6M1
299Roundview Capital LLC$2.6M1
300Sara-Bay Financial$2.6M1
301Dakota Wealth Management$2.5M1
302Steadtrust LLC$2.4M1
303Redhawk Wealth Advisors, Inc.$2.4M1
304Arjuna Capital$2.4M1
305THAMES CAPITAL MANAGEMENT LLC$2.4M1
306Darwin Wealth Management, LLC$2.4M1
307MASTERINVEST Kapitalanlage GmbH$2.3M1
308Investment Management Corp of Ontario$2.3M1
309Genus Capital Management Inc.$2.3M1
310Sequoia Financial Advisors, LLC$2.3M1
311MML INVESTORS SERVICES, LLC$2.3M1
312BLAIR WILLIAM & CO/IL$2.3M1
313Sowell Financial Services LLC$2.2M1
314SIGNATUREFD, LLC$2.1M1
315Radnor Capital Management, LLC$2.1M1
316Vontobel Holding Ltd.$2.1M1
317PICTON MAHONEY ASSET MANAGEMENT$2.1M1
318Clark Capital Management Group, Inc.$2.0M1
319Pinnacle Financial Partners, Inc.$2.0M1
320NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.0M1
321CENTRAL TRUST Co$1.9M1
322NorthCrest Asset Manangement, LLC$1.9M1
323TEACHER RETIREMENT SYSTEM OF TEXAS$1.9M1
324TRUSTMARK BANK TRUST DEPARTMENT$1.9M1
325Trail Ridge Investment Advisors, LLC$1.9M1
326Taproot Management LP$1.8M1
327AG2R LA MONDIALE GESTION D'ACTIFS$1.8M1
328LBP AM SA$1.8M1
329Brooklyn Investment Group$1.8M1
330Savant Capital, LLC$1.8M1
331Canada Post Corp Registered Pension Plan$1.8M1
332Atria Investments, Inc$1.8M1
333Independent Advisor Alliance$1.8M1
334HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
335Mutual Advisors, LLC$1.7M1
336Candriam S.C.A.$1.7M1
337MIZUHO SECURITIES USA LLC$1.7M1
338BARTLETT & CO. WEALTH MANAGEMENT LLC$1.7M1
339KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.7M1
340Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.6M1
341Norinchukin Bank, The$1.6M1
342SEEDS INVESTOR LLC$1.6M1
343IPG Investment Advisors LLC$1.6M1
344Aaron Wealth Advisors LLC$1.6M1
345HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
346HB Wealth Management, LLC$1.6M1
347Verdence Capital Advisors LLC$1.6M1
348OPPENHEIMER ASSET MANAGEMENT INC.$1.6M1
349ABN AMRO INVESTMENT SOLUTIONS$1.6M1
350Ashton Thomas Private Wealth, LLC$1.6M1
351ELEVATION POINT WEALTH PARTNERS, LLC$1.5M1
352IEQ CAPITAL, LLC$1.5M1
353Merit Financial Group, LLC$1.5M1
354QRG CAPITAL MANAGEMENT, INC.$1.5M1
355Fideuram Asset Management (Ireland) dac$1.5M1
356Graham Capital Management, L.P.$1.5M1
357ODDO BHF ASSET MANAGEMENT SAS$1.5M1
358COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
359Empirical Finance, LLC$1.4M1
360QUADRANT CAPITAL GROUP LLC$1.4M1
361Impact Partnership Wealth, LLC$1.4M1
362Maryland State Retirement & Pension System$1.4M1
363&PARTNERS$1.4M1
364Western Wealth Management, LLC$1.3M1
365Advisors Asset Management, Inc.$1.3M1
366INTECH INVESTMENT MANAGEMENT LLC$1.3M1
367B. Metzler seel. Sohn & Co. AG$1.3M1
368Hillsdale Investment Management Inc.$1.3M1
369ROYAL LONDON ASSET MANAGEMENT LTD$1.3M1
370JSF Financial, LLC$1.3M1
371Equitable Holdings, Inc.$1.3M1
372GATEWAY INVESTMENT ADVISERS LLC$1.3M1
373NOMURA HOLDINGS INC$1.3M1
374Vise Technologies, Inc.$1.2M1
375WIN ADVISORS, INC$1.2M1
376MAI Capital Management$1.2M1
377WRIGHT INVESTORS SERVICE INC$1.2M1
378NewEdge Advisors, LLC$1.2M1
379Laird Norton Wetherby Trust Company, LLC$1.2M1
380KCM INVESTMENT ADVISORS LLC$1.2M1
381PRUDENTIAL PLC$1.2M1
382Chicago Partners Investment Group LLC$1.2M1
383Qtron Investments LLC$1.2M1
384Ifrah Financial Services, Inc.$1.2M1
385MUFG Securities EMEA plc$1.1M1
386denkapparat Operations GmbH$1.1M1
387NORDEN GROUP LLC$1.1M1
388Sigma Planning Corp$1.1M1
389Kathmere Capital Management, LLC$1.1M1
390Legacy Capital Group California, Inc.$1.1M1
391AIGEN INVESTMENT MANAGEMENT, LP$1.1M1
392Envestnet Portfolio Solutions, Inc.$1.1M1
393Larson Financial Group LLC$1.1M1
394Aware Super Pty Ltd as trustee of Aware Super$1.1M1
395Ascent Group, LLC$1.1M1
396MOSELEY INVESTMENT MANAGEMENT INC$1.1M1
397Lido Advisors, LLC$1.1M1
398BridgePort Financial Solutions, LLC$1.1M1
399KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M1
400MONETTA FINANCIAL SERVICES INC$1.1M1
401SIERRA SUMMIT ADVISORS LLC$1.1M1
402Inscription Capital, LLC$1.1M1
403SYM FINANCIAL Corp$1.0M1
404CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.0M1
405Saudi Central Bank$1.0M1
406PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.0M1
407UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
408Kestra Advisory Services, LLC$1.0M1
409North Dakota State Investment Board$1.0M1
410E. Ohman J:or Asset Management AB$1.0M1
411Centiva Capital, LP$1.0M1
412HIGHLAND CAPITAL MANAGEMENT, LLC$1.0M1
413Plato Investment Management Ltd$1.0M1
414Composition Wealth, LLC$987K1
415Cyndeo Wealth Partners, LLC$973K1
416OCCUDO QUANTITATIVE STRATEGIES LP$966K1
417Optas, LLC$950K1
418Calamos Advisors LLC$946K1
419Calamos Wealth Management LLC$946K1
420Veracity Capital LLC$939K1
421Baron Wealth Management LLC$938K1
422EFG International AG$926K1
423Greenland Capital Management LP$918K1
424Vestmark Advisory Solutions, Inc.$916K1
425Avior Wealth Management, LLC$905K1
426NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$898K1
427Resonant Capital Advisors, LLC$880K1
428CHOREO, LLC$875K1
429J. Goldman & Co LP$863K1
430Wealthfront Advisers LLC$858K1
431Corient IA LLC$855K1
432AlphaCore Capital LLC$843K1
433Ameritas Investment Partners, Inc.$840K1
434EXCHANGE TRADED CONCEPTS, LLC$820K1
435STRATEGY ASSET MANAGERS LLC$812K1
436Metis Global Partners, LLC$803K1
437Synergy Asset Management, LLC$801K1
438Richard P Slaughter Associates Inc$796K1
439Private Advisor Group, LLC$792K1
440MUFG SECURITIES AMERICAS INC.$776K1
441Verum Partners LLC$774K1
442Banco Santander, S.A.$770K1
443SECURIAN ASSET MANAGEMENT, INC$770K1
444Apollon Wealth Management, LLC$769K1
445E Fund Management Co., Ltd.$765K1
446Concurrent Investment Advisors, LLC$756K1
447INVICTUS PRIVATE WEALTH, LLC$744K1
448Lansforsakringar Fondforvaltning AB (publ)$737K1
449Wilmington Savings Fund Society, FSB$730K1
450Beacon Pointe Advisors, LLC$720K1
451U.S. Capital Wealth Advisors, LLC$717K1
452Ascentis Independent Advisors$713K1
453Range Financial Group LLC$694K1
454Measured Wealth Private Client Group, LLC$693K1
455JOHNSON INVESTMENT COUNSEL INC$686K1
456Callan Family Office, LLC$678K1
457Accretive Wealth Partners, LLC$665K1
458Avestar Capital, LLC$663K1
459Trueblood Wealth Management, LLC$662K1
460Baker Avenue Asset Management, LP$658K1
461LEVEL FOUR ADVISORY SERVICES, LLC$658K1
462Flaharty Asset Management, LLC$658K1
463Brookstone Capital Management$640K1
464UHLMANN PRICE SECURITIES, LLC$638K1
465XTX Topco Ltd$634K1
466LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$627K1
467Severin Investments, LLC$618K1
468Dynamic Technology Lab Private Ltd$611K1
469Polymer Capital Management (US) LLC$610K1
470Banque Cantonale Vaudoise$598K1
471Kera Capital Partners, Inc.$589K1
472Glenview Trust Co$584K1
473Frank, Rimerman Advisors LLC$581K1
474AE Wealth Management LLC$574K1
475CAXTON ASSOCIATES LLP$573K1
476REGIONS FINANCIAL CORP$572K1
477MATHER GROUP, LLC.$570K1
478Paulson Wealth Management Inc.$568K1
479Pallas Capital Advisors LLC$560K1
480OneDigital Investment Advisors LLC$559K1
481CastleKnight Management LP$558K1
482Talon Private Wealth, LLC$555K1
483MGO ONE SEVEN LLC$552K1
484EVERGREEN CAPITAL MANAGEMENT LLC$550K1
485HUB Investment Partners, LLC$547K1
486SANDLER CAPITAL MANAGEMENT$539K1
487BayBridge Capital Group, LLC$535K1
488Field & Main Bank$534K1
489Ballentine Partners, LLC$533K1
490PARTHENON LLC$531K1
491Abacus Planning Group, Inc.$522K1
492UMB Bank, n.a.$520K1
493Lighthouse Investment Partners, LLC$510K1
494Meeder Advisory Services, Inc.$509K1
495Atom Investors LP$501K1
496TWIN CAPITAL MANAGEMENT INC$500K1
497INDEPENDENT FINANCIAL GROUP, LLC$497K1
498Fifth Third Wealth Advisors LLC$496K1
499Massar Capital Management, LP$494K1
500TWO SIGMA SECURITIES, LLC$487K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on JBL

RETAINED WINDOW · ACTIVE HITS

Zero hits on JBL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for JBL · financials and macro

Financials — as filed PLANNED

JBL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: JBL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing