JBL
Jabil Inc. · Technology · Hardware, Equipment & Parts
Señales de momentum (gestores comparables):
amplitud de titulares -11.1% ·
flujo de acciones -0.9% ·
nuevas posiciones netas -12.5%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +2 | 76.52M | $29.43B | +8 | −5 |
| Q1 2026 | 162 | +2 | 73.45M | $19.46B | +6 | −5 |
| Q4 2025 | 159 | -1 | 80.53M | $18.35B | +1 | −1 |
| Q3 2025 | 26 | +3 | 51.15M | $11.11B | +3 | −1 |
| Q2 2025 | 21 | +2 | 47.76M | $10.41B | +3 | −1 |
| Q1 2025 | 16 | -2 | 23.93M | $3.25B | — | −2 |
| Q4 2024 | 18 | 0 | 24.13M | $3.47B | +1 | −1 |
| Q3 2024 | 17 | +1 | 15.04M | $1.80B | +1 | — |
| Q2 2024 | 16 | — | 14.30M | $1.55B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 6.56M | +12.9% | $892.10M | 0.2% | ▲ Add | 4 | SEC ↗ ×9 |
| 2 | State Street Global Advisors ✦ (pasivo) | 5.15M | +0.8% | $701.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | PRIMECAP Management ✦ | 3.39M | -5.2% | $460.70M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.83M | +0.6% | $383.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (pasivo) | 1.48M | -2.5% | $201.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 1.06M | +9.9% | $144.45M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 926.37K | +24.2% | $126.05M | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 739.33K | -22.8% | $99.36M | 0.1% | ▼ Trim | 4 | SEC ↗ ×6 |
| 9 | Millennium Management ✦ | 462.28K | -36.2% | $62.90M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 395.79K | +13.0% | $53.86M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 354.69K | -21.6% | $48.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | T. Rowe Price ✦ | 213.88K | +6.9% | $29.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | Gotham Asset Management ✦ | 144.44K | +43.9% | $19.65M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 117.00K | -24.4% | $15.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 108.95K | -60.8% | $14.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | ARK Investment Management ✦ | 500 | -30.3% | $68,035 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $52.21M | era 0.1% |
| Arrowstreet Capital | $2.07M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 962 tenedores, 97.04M acciones, $24.84B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.