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, Q3 2025
Institutional positions in Mobileye Global Inc. as of Sep 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
- 311
- +44 vs. Q2 2025
- Shares held
- 203.9M
- +99.5M (+95.4%) vs. Q2 2025
- Total value
- $2.88B
- +$1.00B (+53.4%) vs. Q2 2025
- New holders
- 84
- 121 more added
- Sold out
- 40
- 62 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Mobileye Global Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Millennium Management LLC | 3,625,167 | $51.2M | 0.04% | +1,348,709+59.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,800,000 | $53.7M | 0.10% | +3,800,000 | New |
| Goldman Sachs Group Inc | 4,141,280 | $58.5M | 0.01% | +100,653+2.5% | Added |
| Point72 Asset Management, L.P. | 4,191,729 | $59.2M | 0.13% | +273,075+7.0% | Added |
| Two Sigma Investments, LP | 4,383,735 | $61.9M | 0.10% | +2,493,181+131.9% | Added |
| Two Sigma Advisers, LP | 4,442,900 | $62.7M | 0.13% | +2,775,600+166.5% | Added |
| BlackRock, Inc. | 5,147,728 | $72.7M | 0.00% | +2,785,685+117.9% | Added |
| Renaissance Technologies LLC | 5,316,246 | $75.1M | 0.10% | +2,340,329+78.6% | Added |
| Baillie Gifford & Co | 10,809,362 | $152.6M | 0.11% | −2,728,011−20.2% | Reduced |
| Manufacturers Life Insurance Company, The | 12,095,908 | $170.8M | 0.14% | −371,293−3.0% | Reduced |
| Intel Corp | 50,000,000 | $706.0M | 68.25% | +50,000,000 | New |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −508,650−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −392,673−100.0% | Sold out |
| FIFTHDELTA Ltd | 0 | $0 | 0.00% | −317,944−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −282,220−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −139,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −85,020−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −81,084−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −67,481−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −67,360−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −66,385−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −49,407−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −34,753−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −33,906−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −27,340−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −21,625−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,460−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −14,908−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| Gagnon Securities LLC | 0 | $0 | 0.00% | −13,892−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,639−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −11,692−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,661−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −9,312−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |