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Mobileye Global Inc.

MBLY
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001910139

In the last 90 days, Mobileye Global Inc. insiders filed 2 open-market purchases and 0 sales; 296 institutions reported holding it in 13F filings for Q2 2026, worth $1.78B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q1 2024

Institutional positions in Mobileye Global Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
266
+14 vs. Q4 2023
Shares held
117.2M
+8.36M (+7.7%) vs. Q4 2023
Total value
$3.77B
−$943.4M (−20.0%) vs. Q4 2023
New holders
96
91 more added
Sold out
82
63 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MBLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 266 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 1 institutionQ3 2022: 0 institutionsQ4 2022: 148 institutionsQ1 2023: 184 institutionsQ2 2023: 233 institutionsQ3 2023: 249 institutionsQ4 2023: 256 institutionsQ1 2024: 266 institutionsQ2 2024: 254 institutionsQ3 2024: 248 institutionsQ4 2024: 258 institutionsQ1 2025: 255 institutionsQ2 2025: 268 institutionsQ3 2025: 311 institutionsQ4 2025: 300 institutionsQ1 2026: 294 institutionsQ2 2026: 296 institutions
Value heldQ1 2024: $3.77B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $822.0KQ3 2022: $0Q4 2022: $2.03BQ1 2023: $2.95BQ2 2023: $4.27BQ3 2023: $4.49BQ4 2023: $4.72BQ1 2024: $3.77BQ2 2024: $3.24BQ3 2024: $1.27BQ4 2024: $1.97BQ1 2025: $1.53BQ2 2025: $1.88BQ3 2025: $2.88BQ4 2025: $2.01BQ1 2026: $1.27BQ2 2026: $1.78B
Institutions holding MBLY and their total value by quarter
QuarterHoldersValue
Q2 2026296$1.78B
Q1 2026294$1.27B
Q4 2025300$2.01B
Q3 2025311$2.88B
Q2 2025268$1.88B
Q1 2025255$1.53B
Q4 2024258$1.97B
Q3 2024248$1.27B
Q2 2024254$3.24B
Q1 2024266$3.77B
Q4 2023256$4.72B
Q3 2023249$4.49B
Q2 2023233$4.27B
Q1 2023184$2.95B
Q4 2022148$2.03B
Q3 20220$0
Q2 20221$822.0K
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Mobileye Global Inc.; share changes are against Q4 2023.

Institutions holding MBLY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Baillie Gifford & Co15,985,212$513.9M0.40%+7,560,929+89.8%Added
Norges Bank9,807,149$315.3M0.05%−300,000−3.0%Reduced
Thrivent Financial for Lutherans4,993,933$160.6M0.32%+2,721,050+119.7%Added
Southpoint Capital Advisors LP4,750,000$152.7M3.02%+4,750,000New
FIL Ltd3,783,455$121.6M0.12%+3,783,455New
Millennium Management LLC3,666,242$117.9M0.10%−271,945−6.9%Reduced
Invesco Ltd.3,096,161$99.5M0.02%−1,276,549−29.2%Reduced
Fred Alger Management, LLC2,838,080$91.2M0.45%+2,272,418+401.7%Added
Kodai Capital Management LP2,764,827$88.9M2.08%−672,930−19.6%Reduced
Atalan Capital Partners, LP2,568,670$82.6M6.83%+2,568,670New
Pictet Asset Management Holding SA2,521,647$81.1M0.09%+14,591+0.6%Added
Franklin Resources Inc2,381,903$76.6M0.02%−240,801−9.2%Reduced
Davenport & Co LLC2,364,377$76.5M0.48%+408,038+20.9%Added
Bank of New York Mellon Corp2,252,323$72.4M0.01%+273,130+13.8%Added
1832 Asset Management L.P.2,206,500$70.9M0.13%+2,165,700+5,308.1%Added
Janus Henderson Group PLC2,166,709$69.6M0.04%+2,166,709New
Primecap Management Co2,007,050$64.5M0.05%+34,360+1.7%Added
Frontier Capital Management Co LLC1,968,104$63.3M0.59%+1,968,104New
Goldman Sachs Group Inc1,869,993$60.1M0.01%+803,243+75.3%Added
Alyeska Investment Group, L.P.1,834,779$59.0M0.37%+1,834,779New
BlackRock Inc.1,790,077$57.6M0.00%+165,051+10.2%Added
Platinum Investment Management Ltd1,471,599$47.3M1.91%+475,829+47.8%Added
Citadel Advisors LLC1,424,921$45.8M0.04%−969,284−40.5%Reduced
M&G Plc1,240,913$39.7M0.24%+1,240,913New
Intrinsic Edge Capital Management LLC1,213,099$39.0M3.31%+1,213,099New
General Atlantic LLC1,194,839$38.4M0.89%−123,943−9.4%Reduced
Birch Hill Investment Advisors LLC1,179,100$37.9M1.84%+740,120+168.6%Added
Vanguard Group Inc1,175,404$37.8M0.00%+17,692+1.5%Added
Adage Capital Partners GP, L.L.C.1,110,000$35.7M0.07%+1,030,000+1,287.5%Added
Geode Capital Management, LLC1,083,183$34.8M0.00%+206,266+23.5%Added
Peregrine Capital Management LLC1,078,809$34.7M0.99%+1,078,809New
Credit Suisse AG1,030,676$33.1M0.03%+119,795+13.2%Added
Manufacturers Life Insurance Company, The1,000,049$32.2M0.03%+160,159+19.1%Added
BIT Capital GmbH970,945$31.2M2.76%+970,945New
Loomis Sayles & Co L P923,679$29.7M0.04%+219,333+31.1%Added
Thornburg Investment Management Inc874,610$28.1M0.39%+874,610New
Brown Capital Management LLC861,516$27.7M0.49%+861,516New
Morgan Stanley774,581$24.9M0.00%+412,473+113.9%Added
Wellington Management Group LLP722,741$23.2M0.00%−2,675,470−78.7%Reduced
Bamco Inc697,796$22.4M0.06%+297,234+74.2%Added
Analog Century Management LP683,513$22.0M3.06%+683,513New
Migdal Insurance & Financial Holdings Ltd.652,989$21.0M0.34%+266,512+69.0%Added
Neuberger Berman Group LLC637,883$20.5M0.02%+72,658+12.9%Added
Eventide Asset Management, LLC631,379$20.3M0.32%+631,379New
Citigroup Inc562,433$18.1M0.02%−132,217−19.0%Reduced
Thematics Asset Management555,000$17.8M0.74%+555,000New
Bank of America Corp540,005$17.4M0.00%−51,782−8.8%Reduced
Charles Schwab Investment Management Inc501,014$16.1M0.00%+78,630+18.6%Added
First Trust Advisors LP470,535$15.1M0.02%+165,505+54.3%Added
Twin Tree Management, LP457,577$14.7M0.33%+457,577New
US Bancorp444,048$14.3M0.02%+373,862+532.7%Added
Columbus Hill Capital Management, L.P.428,113$13.8M3.00%+428,113New
TCW Group Inc411,414$13.2M0.13%+104,677+34.1%Added
Alliancebernstein L.P.403,178$13.0M0.00%+80,050+24.8%Added
State Street Corp397,051$12.8M0.00%−615−0.2%Reduced
Envestnet Asset Management Inc388,809$12.5M0.00%+343,075+750.2%Added
AXA S.A.382,109$12.3M0.04%+382,109New
Nuveen Asset Management, LLC339,265$10.9M0.00%+269,576+386.8%Added
Ibex Investors LLC325,000$10.4M13.48%+325,000New
ExodusPoint Capital Management, LP317,196$10.2M0.13%+252,484+390.2%Added
EVR Research LP305,000$9.81M2.20%+305,000New
STRS Ohio303,000$9.74M0.04%00.0%Unchanged
Schonfeld Strategic Advisors LLC298,593$9.60M0.08%−41,637−12.2%Reduced
D. E. Shaw & Co., Inc.287,728$9.25M0.01%−148,376−34.0%Reduced
Amundi279,586$8.66M0.00%+1,269+0.5%Added
Capital Fund Management S.A.242,769$7.81M0.10%+208,819+615.1%Added
Walleye Capital LLC234,038$7.52M0.08%+213,105+1,018.0%Added
Capstone Investment Advisors, LLC231,764$7.45M0.14%−144,300−38.4%Reduced
Covalis Capital LLP230,819$7.42M0.92%+111,014+92.7%Added
Tobam222,967$7.17M0.64%+222,967New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.207,834$6.68M0.01%−6,632−3.1%Reduced
Point72 Asset Management, L.P.206,689$6.65M0.02%−294,785−58.8%Reduced
Wells Fargo & Company204,645$6.58M0.00%−59,210−22.4%Reduced
Northern Trust Corp193,987$6.24M0.00%−32,219−14.2%Reduced
Shellback Capital, LP191,724$6.16M0.41%+191,724New
Candelo Capital Management LP171,238$5.51M4.04%+171,238New
DekaBank Deutsche Girozentrale165,287$5.41M0.01%−1,227,100−88.1%Reduced
Point72 Hong Kong Ltd151,176$4.86M0.25%+151,176New
Rovida Advisors Inc.150,000$4.82M1.68%+150,000New
Polar Asset Management Partners Inc.148,400$4.77M0.13%+148,400New
SEI Investments Co144,060$4.63M0.01%+14,949+11.6%Added
JPMorgan Chase & Co140,504$4.52M0.00%−924,212−86.8%Reduced
Carlson Capital L P138,900$4.47M0.36%+138,900New
UBS Group AG136,936$4.40M0.00%+16,812+14.0%Added
Select Equity Group, L.P.135,787$4.37M0.02%−344,546−71.7%Reduced
Jefferies Financial Group Inc.126,770$4.08M0.08%+126,770New
Stifel Financial Corp126,696$4.07M0.00%+30,511+31.7%Added
Arcadia Investment Management Corp120,274$3.87M0.68%+98,530+453.1%Added
Taylor Frigon Capital Management LLC115,151$3.70M1.76%+115,151New
Cetera Investment Advisers110,095$3.54M0.01%+110,095New
Assetmark, Inc108,283$3.48M0.01%−480.0%Reduced
Allianz SE100,284$3.22M0.10%+100,284New
Ghisallo Capital Management LLC100,000$3.21M0.37%−200,000−66.7%Reduced
Jane Street Group, LLC98,984$3.18M0.00%−287,965−74.4%Reduced
Zweig-DiMenna Associates LLC98,950$3.18M0.28%00.0%Unchanged
Patten & Patten Inc98,705$3.17M0.23%−2,950−2.9%Reduced
Intellectus Partners, LLC97,960$3.15M0.83%+97,960New
Slow Capital, Inc.94,484$3.04M0.49%+7,378+8.5%Added
Raymond James & Associates93,777$3.01M0.00%−103,673−52.5%Reduced
Mirabella Financial Services LLP91,512$2.94M0.21%+91,512New