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, Q2 2025
Institutional positions in Mobileye Global Inc. as of Jun 30, 2025. 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
- 268
- +15 vs. Q1 2025
- Shares held
- 104.4M
- −1.44M (−1.4%) vs. Q1 2025
- Total value
- $1.88B
- +$352.5M (+23.1%) vs. Q1 2025
- New holders
- 65
- 82 more added
- Sold out
- 50
- 79 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 296 | $1.78B |
| Q1 2026 | 294 | $1.27B |
| Q4 2025 | 300 | $2.01B |
| Q3 2025 | 311 | $2.88B |
| Q2 2025 | 268 | $1.88B |
| Q1 2025 | 255 | $1.53B |
| Q4 2024 | 258 | $1.97B |
| Q3 2024 | 248 | $1.27B |
| Q2 2024 | 254 | $3.24B |
| Q1 2024 | 266 | $3.77B |
| Q4 2023 | 256 | $4.72B |
| Q3 2023 | 249 | $4.49B |
| Q2 2023 | 233 | $4.27B |
| Q1 2023 | 184 | $2.95B |
| Q4 2022 | 148 | $2.03B |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 1 | $822.0K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Mobileye Global Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 13,537,373 | $243.4M | 0.18% | −246,460−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,467,201 | $224.2M | 0.20% | −1,092,979−8.1% | Reduced |
| UBS Group AG | 5,355,481 | $96.3M | 0.02% | −502,918−8.6% | Reduced |
| Goldman Sachs Group Inc | 4,040,627 | $72.7M | 0.01% | +662,223+19.6% | Added |
| Point72 Asset Management, L.P. | 3,918,654 | $70.5M | 0.17% | −1,637,964−29.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,476,566 | $62.5M | 0.06% | +1,667,983+92.2% | Added |
| FIL Ltd | 3,340,905 | $60.1M | 0.05% | −641,925−16.1% | Reduced |
| Renaissance Technologies LLC | 2,975,917 | $53.5M | 0.07% | +1,638,700+122.5% | Added |
| Bank of America Corp | 2,432,356 | $43.7M | 0.00% | +85,516+3.6% | Added |
| BlackRock, Inc. | 2,362,043 | $42.5M | 0.00% | +377,368+19.0% | Added |
| Millennium Management LLC | 2,276,458 | $40.9M | 0.04% | +494,624+27.8% | Added |
| Primecap Management Co | 2,233,200 | $40.2M | 0.03% | +267,000+13.6% | Added |
| Dimensional Fund Advisors LP | 2,037,017 | $36.6M | 0.01% | +245,855+13.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,956,111 | $35.2M | 0.03% | −46,146−2.3% | Reduced |
| Two Sigma Investments, LP | 1,890,554 | $34.0M | 0.06% | +267,829+16.5% | Added |
| Vanguard Group Inc | 1,852,138 | $33.3M | 0.00% | +72,949+4.1% | Added |
| Davenport & Co LLC | 1,790,055 | $32.2M | 0.18% | −579,557−24.5% | Reduced |
| Two Sigma Advisers, LP | 1,667,300 | $30.0M | 0.06% | +342,500+25.9% | Added |
| Cubist Systematic Strategies, LLC | 1,593,168 | $28.6M | 0.31% | +1,104,089+225.7% | Added |
| Voloridge Investment Management, LLC | 1,507,455 | $27.1M | 0.10% | +13,774+0.9% | Added |
| Loomis Sayles & Co L P | 1,502,194 | $27.0M | 0.03% | −30,053−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,455,884 | $26.2M | 0.20% | +1,455,884 | New |
| Geode Capital Management, LLC | 1,268,449 | $22.8M | 0.00% | +5,340+0.4% | Added |
| Wells Fargo & Company | 1,212,369 | $21.8M | 0.00% | +68,601+6.0% | Added |
| Invesco Ltd. | 1,078,588 | $19.4M | 0.00% | +1,078,588 | New |
| Jump Financial, LLC | 1,000,409 | $18.0M | 0.22% | +1,000,409 | New |
| Engineers Gate Manager LP | 982,540 | $17.7M | 0.22% | +714,507+266.6% | Added |
| Balyasny Asset Management LLC | 949,869 | $17.1M | 0.04% | −1,918,559−66.9% | Reduced |
| Raymond James Financial Inc | 936,364 | $16.8M | 0.01% | +132,512+16.5% | Added |
| Sora Investors LLC | 896,386 | $16.1M | 1.46% | +147,815+19.7% | Added |
| State Street Corp | 890,088 | $16.0M | 0.00% | +304,550+52.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 888,967 | $16.0M | 0.19% | −2,812−0.3% | Reduced |
| Citadel Advisors LLC | 875,169 | $15.7M | 0.01% | +843,919+2,700.5% | Added |
| Menora Mivtachim Holdings Ltd. | 830,000 | $14.9M | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 670,382 | $12.1M | 0.08% | +620,809+1,252.3% | Added |
| Cramer Rosenthal McGlynn LLC | 637,053 | $11.5M | 0.79% | +343,043+116.7% | Added |
| Charles Schwab Investment Management Inc | 584,064 | $10.5M | 0.00% | +12,127+2.1% | Added |
| Phoenix Holdings Ltd. | 550,892 | $9.90M | 0.13% | +470,892+588.6% | Added |
| Morgan Stanley | 530,846 | $9.54M | 0.00% | −811,342−60.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 508,650 | $9.15M | 0.25% | −129,563−20.3% | Reduced |
| First Trust Advisors LP | 492,642 | $8.86M | 0.01% | −6,372−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 464,546 | $8.35M | 0.01% | +99,526+27.3% | Added |
| Bamco Inc | 421,200 | $7.57M | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 420,304 | $7.56M | 0.00% | +332,169+376.9% | Added |
| TCW Group Inc | 392,673 | $7.06M | 0.06% | −953−0.2% | Reduced |
| Northern Trust Corp | 358,260 | $6.44M | 0.00% | +148,728+71.0% | Added |
| FIFTHDELTA Ltd | 317,944 | $5.72M | 1.84% | −411,000−56.4% | Reduced |
| Private Advisor Group, LLC | 306,669 | $5.51M | 0.03% | +306,669 | New |
| Quantbot Technologies LP | 286,719 | $5.16M | 0.13% | −17,285−5.7% | Reduced |
| Verition Fund Management LLC | 284,193 | $5.11M | 0.03% | +107,325+60.7% | Added |
| Point72 Italy, S.r.l. | 282,220 | $5.07M | 2.50% | +149,720+113.0% | Added |
| DekaBank Deutsche Girozentrale | 165,287 | $5.06M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 244,151 | $4.39M | 0.01% | −9,094−3.6% | Reduced |
| UBS Asset Management Americas Inc | 243,354 | $4.38M | 0.00% | +241,854+16,123.6% | Added |
| Alliancebernstein L.P. | 237,340 | $4.27M | 0.00% | −14,050−5.6% | Reduced |
| Graham Capital Management, L.P. | 235,174 | $4.23M | 0.13% | +74,356+46.2% | Added |
| Slow Capital, Inc. | 234,565 | $4.22M | 0.52% | +9,912+4.4% | Added |
| Capital Fund Management S.A. | 230,273 | $4.14M | 0.05% | −130,118−36.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 226,558 | $4.07M | 0.01% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 221,264 | $3.98M | 1.12% | +7,311+3.4% | Added |
| Russell Investments Group, Ltd. | 218,345 | $3.94M | 0.01% | +989+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 209,214 | $3.76M | 0.01% | −11,435−5.2% | Reduced |
| Swiss National Bank | 191,400 | $3.44M | 0.00% | +191,400 | New |
| Intellectus Partners, LLC | 183,598 | $3.30M | 0.71% | −4,175−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 179,396 | $3.23M | 0.08% | +179,396 | New |
| LPL Financial LLC | 178,461 | $3.21M | 0.00% | −10,237−5.4% | Reduced |
| Barclays PLC | 172,015 | $3.09M | 0.00% | +98,316+133.4% | Added |
| Taylor Frigon Capital Management LLC | 155,782 | $2.80M | 1.49% | −8,572−5.2% | Reduced |
| Country Club Bank | 143,615 | $2.63M | 0.17% | −6,506−4.3% | Reduced |
| National Bank of Canada | 140,616 | $2.53M | 0.00% | +139,634+14,219.3% | Added |
| Summit Partners Public Asset Management, LLC | 139,000 | $2.50M | 0.10% | +139,000 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 137,053 | $2.46M | 0.02% | +21,066+18.2% | Added |
| Covalis Capital LLP | 131,301 | $2.36M | 0.30% | +131,301 | New |
| Lombard Odier Asset Management (USA) Corp | 124,226 | $2.23M | 0.56% | +124,226 | New |
| SG Americas Securities, LLC | 115,321 | $2.07M | 0.01% | +105,632+1,090.2% | Added |
| Neuberger Berman Group LLC | 112,388 | $2.02M | 0.00% | −335,738−74.9% | Reduced |
| Stifel Financial Corp | 100,881 | $1.81M | 0.00% | −963−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 100,343 | $1.80M | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 100,000 | $1.80M | 0.08% | 00.0% | Unchanged |
| US Bancorp | 97,481 | $1.75M | 0.00% | −7,787−7.4% | Reduced |
| Renaissance Capital LLC | 95,202 | $1.71M | 1.19% | −81,881−46.2% | Reduced |
| Legal & General Group Plc | 88,623 | $1.59M | 0.00% | +88,623 | New |
| Level Four Advisory Services, LLC | 87,114 | $1.57M | 0.06% | +21,943+33.7% | Added |
| Canada Pension Plan Investment Board | 86,400 | $1.55M | 0.00% | −28,500−24.8% | Reduced |
| Ayalon Holdings Ltd. | 85,057 | $1.53M | 0.44% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 85,020 | $1.53M | 0.13% | +15,175+21.7% | Added |
| California State Teachers Retirement System | 84,594 | $1.52M | 0.00% | +84,594 | New |
| Impax Asset Management Group plc | 81,084 | $1.46M | 0.01% | +3,942+5.1% | Added |
| Birch Hill Investment Advisors LLC | 81,045 | $1.46M | 0.06% | −270,575−77.0% | Reduced |
| Arcadia Investment Management Corp | 80,486 | $1.45M | 0.23% | +5,450+7.3% | Added |
| Scopia Capital Management LP | 79,899 | $1.44M | 0.18% | +79,899 | New |
| Polianta Ltd | 78,600 | $1.41M | 0.61% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 77,713 | $1.40M | 0.00% | −37,432−32.5% | Reduced |
| Senvest Management, LLC | 76,165 | $1.37M | 0.05% | +76,165 | New |
| Triumph Capital Management | 75,840 | $1.36M | 0.41% | +4,795+6.7% | Added |
| Patten & Patten Inc | 74,470 | $1.34M | 0.09% | −2,140−2.8% | Reduced |
| Envestnet Asset Management Inc | 70,963 | $1.28M | 0.00% | −3,784−5.1% | Reduced |
| Norges Bank | 69,500 | $1.25M | 0.00% | −2,275,932−97.0% | Reduced |
| Needham Investment Management LLC | 68,900 | $1.24M | 0.10% | −8,100−10.5% | Reduced |
| State of Wisconsin Investment Board | 67,511 | $1.21M | 0.00% | +67,511 | New |