Jabil Inc.
US ˙ NYSE ˙ US4663131039

SecurityJBL / Jabil Inc.
InstitutionCreative Planning
Latest Disclosed Ownership50,856 shares
Latest Disclosed Value $ 13,508,786
Creative Planning reports 10.84% increase in ownership of JBL / Jabil Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 50,856 shares of Jabil Inc. (US:JBL) valued at $13,508,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,884 shares of Jabil Inc.. This represents a change in shares of 10.84% during the quarter. The current value of the position is $19,276,458 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F JABIL COM 466313103 50,856 4,972 10.84 13,509 29.11 0.0090
2026-02-17 2025-12-31 13F JABIL COM 466313103 45,884 2,364 5.43 10,462 10.70 0.0075
2025-11-14 2025-09-30 13F JABIL COM 466313103 43,520 960 2.26 9,451 1.82 0.0072
2025-08-08 2025-06-30 13F JABIL COM 466313103 42,560 -1,867 -4.20 9,282 53.55 0.0079
2025-05-15 2025-03-31 13F JABIL COM 466313103 44,427 3,931 9.71 6,045 3.74 0.0057
2025-02-14 2024-12-31 13F JABIL COM 466313103 40,496 -6,052 -13.00 5,827 4.48 0.0057
2024-10-11 2024-09-30 13F JABIL COM 466313103 46,548 11,538 32.96 5,578 46.45 0.0055
2024-08-15 2024-06-30 13F JABIL COM 466313103 35,010 1,357 4.03 3,809 -15.51 0.0041
2024-05-13 2024-03-31 13F JABIL COM 466313103 33,653 2,397 7.67 4,508 13.18 0.0050
2024-02-14 2023-12-31 13F JABIL COM 466313103 31,256 3,584 12.95 3,982 13.41 0.0074
2023-11-16 2023-09-30 13F JABIL COM 466313103 27,672 -5,311 -16.10 3,511 -1.35 0.0047
2023-07-21 2023-06-30 13F JABIL COM 466313103 32,983 1,464 4.64 3,560 28.11 0.0047
2023-05-15 2023-03-31 13F JABIL COM 466313103 31,519 -918 -2.83 2,779 25.59 0.0040
2023-02-10 2022-12-31 13F JABIL COM 466313103 32,437 3,601 12.49 2,212 32.93 0.0033
2022-11-03 2022-09-30 13F JABIL COM 466313103 28,836 2,212 8.31 1,664 22.08 0.0029
2022-08-15 2022-06-30 13F JABIL COM 466313103 26,624 1,648 6.60 1,363 -11.61 0.0022
2022-05-16 2022-03-31 13F JABIL COM 466313103 24,976 134 0.54 1,542 -11.78 0.0024
2022-02-11 2021-12-31 13F JABIL COM 466313103 24,842 -742 -2.90 1,748 17.08 0.0028
2021-11-10 2021-09-30 13F JABIL COM 466313103 25,584 -8,097 -24.04 1,493 -23.71 0.0026
2021-08-04 2021-06-30 13F JABIL COM 466313103 33,681 15,055 80.83 1,957 101.34 0.0035
2021-04-30 2021-03-31 13F CreativePlanning COM 466313103 18,626 838 4.71 972 28.40 0.0020
2021-01-29 2020-12-31 13F JABIL COM 466313103 17,788 128 0.72 757 25.12 0.0017
2020-11-05 2020-09-30 13F JABIL COM 466313103 17,660 -10 -0.06 605 6.70 0.0016
2020-07-23 2020-06-30 13F JABIL COM 466313103 17,670 -107 -0.60 567 29.75 0.0016
2020-05-05 2020-03-31 13F JABIL COM 466313103 17,777 -320 -1.77 437 -41.58 0.0015
2020-01-30 2019-12-31 13F JABIL COM 466313103 18,097 302 1.70 748 17.43 0.0022
2019-11-01 2019-09-30 13F JABIL COM 466313103 17,795 -3,096 -14.82 637 -3.48 0.0021
2019-07-26 2019-06-30 13F JABIL COM 466313103 20,891 783 3.89 660 23.36 0.0022
2019-04-24 2019-03-31 13F JABIL COM 466313103 20,108 308 1.56 535 8.96 0.0019
2019-02-12 2018-12-31 13F/A-1 JABIL COM 466313103 19,800 -519 -2.55 491 -10.73 0.0020
2019-02-01 2018-12-31 13F JABIL COM 466313103 19,800 -519 491
2018-10-25 2018-09-30 13F JABIL COM 466313103 20,319 1,619 8.66 550 6.38 0.0020
2018-07-20 2018-06-30 13F JABIL COM 466313103 18,700 -47 -0.25 517 -4.08 0.0020
2018-04-18 2018-03-31 13F JABIL COM 466313103 18,747 -29,770 -61.36 539 -57.69 0.0022
2018-01-17 2017-12-31 13F JABIL COM 466313103 48,517 19,449 66.91 1,274 53.49 0.0055
2017-10-17 2017-09-30 13F JABIL COM 466313103 29,068 11,221 62.87 830 59.31 0.0039
2017-07-12 2017-06-30 13F JABIL COM 466313103 17,847 -310 -1.71 521 -0.76 0.0026
2017-04-07 2017-03-31 13F JABIL CIRCUIT COM 466313103 18,157 351 1.97 525 24.70 0.0029
2017-01-09 2016-12-31 13F JABIL CIRCUIT COM 466313103 17,806 15,062 548.91 421 601.67 0.0026
2016-10-12 2016-09-30 13F JABIL CIRCUIT COM 466313103 2,744 1,561 131.95 60 172.73 0.0004
2016-07-12 2016-06-30 13F JABIL CIRCUIT COM 466313103 1,183 -1,681 -58.69 22 -60.00 0.0002
2016-04-08 2016-03-31 13F JABIL CIRCUIT COM 466313103 2,864 483 20.29 55 0.00 0.0004
2016-01-11 2015-12-31 13F JABIL CIRCUIT COM 466313103 2,381 0 0.00 55 3.77 0.0005
2015-10-09 2015-09-30 13F JABIL CIRCUIT COM 466313103 2,381 2,381 0.00 53 0.0005
2015-07-09 2015-06-30 13F JABIL CIRCUIT COM 466313103 0 -3,230 -100.00 0 -100.00
2015-04-13 2015-03-31 13F JABIL CIRCUIT COM 466313103 3,230 3,230 0.00 76 0.0007
2015-01-29 2014-12-31 13F JABIL CIRCUIT COM 466313103 0 -2,030 -100.00 0 -100.00
2014-10-10 2014-09-30 13F JABIL CIRCUIT COM 466313103 2,030 -5,748 -73.90 41 -74.85 0.0005
2014-08-20 2014-06-30 13F JABIL CIRCUIT COM 466313103 7,778 5,001 180.09 163 226.00 0.0021
2014-04-11 2014-03-31 13F JABIL CIRCUIT COM 466313103 2,777 -598 -17.72 50 -15.25 0.0008
2014-01-06 2013-12-31 13F JABIL CIRCUIT COM 466313103 3,375 1,602 90.36 59 55.26 0.0010
2013-10-10 2013-09-30 13F JABIL CIRCUIT COM 466313103 1,773 301 20.45 38 26.67 0.0008
2013-07-09 2013-06-30 13F JABIL CIRCUIT COM 466313103 1,472 1,472 30 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.