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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, Q4 2025

Institutional positions in Mobileye Global Inc. as of Dec 31, 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
300
−3 vs. Q3 2025
Shares held
192.2M
−9.40M (−4.7%) vs. Q3 2025
Total value
$2.01B
−$837.7M (−29.4%) vs. Q3 2025
New holders
63
93 more added
Sold out
66
107 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 300 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 heldQ4 2025: $2.01B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Mobileye Global Inc.; share changes are against Q3 2025.

Institutions holding MBLY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Intel Corp50,000,000$522.0M72.08%00.0%Unchanged
Manufacturers Life Insurance Company, The11,102,643$115.9M0.10%−993,265−8.2%Reduced
Goldman Sachs Group Inc8,863,667$92.5M0.01%+4,722,387+114.0%Added
Baillie Gifford & Co7,371,722$77.0M0.06%−3,437,640−31.8%Reduced
BlackRock, Inc.5,936,575$62.0M0.00%+788,847+15.3%Added
Millennium Management LLC5,702,943$59.5M0.04%+2,077,776+57.3%Added
Two Sigma Investments, LP4,690,702$49.0M0.07%+306,967+7.0%Added
Two Sigma Advisers, LP4,511,600$47.1M0.09%+68,700+1.5%Added
Renaissance Technologies LLC4,117,670$43.0M0.07%−1,198,576−22.5%Reduced
Point72 Asset Management, L.P.3,731,882$39.0M0.06%−459,847−11.0%Reduced
Engineers Gate Manager LP3,577,407$37.3M0.44%+2,092,250+140.9%Added
DnB Asset Management AS3,506,480$36.6M0.13%+658,585+23.1%Added
FIL Ltd3,340,905$34.9M0.03%00.0%Unchanged
Vanguard Group Inc3,187,291$33.3M0.00%+121,705+4.0%Added
UBS Group AG3,036,000$31.7M0.01%−309,969−9.3%Reduced
Dimensional Fund Advisors LP2,976,887$31.1M0.01%+513,054+20.8%Added
Harel Insurance Investments & Financial Services Ltd.2,880,333$30.1M0.26%00.0%Unchanged
Primecap Management Co2,644,680$27.6M0.02%+428,880+19.4%Added
BNP Paribas Arbitrage, SA2,279,110$23.8M0.02%−210,693−8.5%Reduced
Morgan Stanley2,111,592$22.0M0.00%−793,766−27.3%Reduced
Geode Capital Management, LLC2,106,545$22.0M0.00%+77,592+3.8%Added
Burkehill Global Management, LP2,000,000$20.9M1.38%−1,000,000−33.3%Reduced
Migdal Insurance & Financial Holdings Ltd.1,999,090$20.9M0.18%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,831,824$20.6M0.01%−235,214−11.4%Reduced
Bank of America Corp1,925,333$20.1M0.00%−102,758−5.1%Reduced
Qube Research & Technologies Ltd1,702,156$17.8M0.03%+643,134+60.7%Added
D. E. Shaw & Co., Inc.1,621,352$16.9M0.01%−42,490−2.6%Reduced
Walleye Capital LLC1,509,176$15.8M0.09%+1,329,985+742.2%Added
Loomis Sayles & Co L P1,488,988$15.5M0.02%−51,629−3.4%Reduced
Pacer Advisors, Inc.1,464,566$15.3M0.04%+1,464,566New
Davenport & Co LLC1,409,638$14.9M0.08%−347,464−19.8%Reduced
Schonfeld Strategic Advisors LLC1,342,980$14.0M0.07%+423,458+46.1%Added
State Street Corp1,327,715$13.9M0.00%+5,137+0.4%Added
Woodline Partners LP1,305,672$13.6M0.05%+874,167+202.6%Added
Alyeska Investment Group, L.P.1,213,389$12.7M0.04%+400,000+49.2%Added
Capital Fund Management S.A.1,203,800$12.6M0.12%+29,886+2.5%Added
Phoenix Holdings Ltd.1,110,443$11.6M0.13%+616,205+124.7%Added
ExodusPoint Capital Management, LP1,091,845$11.4M0.13%+1,000,828+1,099.6%Added
Charles Schwab Investment Management Inc937,464$9.79M0.00%−770.0%Reduced
Wells Fargo & Company919,483$9.60M0.00%−371,445−28.8%Reduced
First Trust Advisors LP902,578$9.42M0.01%+291,815+47.8%Added
Healthcare of Ontario Pension Plan Trust Fund900,000$9.40M0.02%−2,900,000−76.3%Reduced
Cramer Rosenthal McGlynn LLC878,237$9.17M0.59%+65,890+8.1%Added
Jump Financial, LLC852,222$8.90M0.11%−309,533−26.6%Reduced
SG Americas Securities, LLC841,571$8.79M0.01%+701,242+499.7%Added
Menora Mivtachim Holdings Ltd.830,000$8.67M0.04%00.0%Unchanged
Susquehanna International Group, LLP808,112$8.44M0.01%+230,760+40.0%Added
Raymond James Financial Inc782,244$8.17M0.00%−150,948−16.2%Reduced
Jane Street Group, LLC723,180$7.55M0.01%−115,130−13.7%Reduced
Citadel Advisors LLC665,207$6.94M0.00%−2,452,860−78.7%Reduced
HRT Financial LP661,965$6.91M0.02%−112,798−14.6%Reduced
JPMorgan Chase & Co547,031$5.71M0.00%−139,945−20.4%Reduced
Northern Trust Corp501,653$5.24M0.00%+30,729+6.5%Added
Korea Investment CORP501,530$5.24M0.01%+501,530New
DekaBank Deutsche Girozentrale165,287$5.07M0.01%00.0%Unchanged
Trexquant Investment LP476,250$4.97M0.04%−84,774−15.1%Reduced
Barclays PLC419,540$4.38M0.00%+88,325+26.7%Added
Gsa Capital Partners LLP412,488$4.31M0.37%+369,330+855.8%Added
IMC-Chicago, LLC372,637$3.89M0.07%+144,374+63.2%Added
Prescott Group Capital Management, L.L.C.351,463$3.67M0.34%+351,463New
Squarepoint Ops LLC345,505$3.61M0.01%+318,286+1,169.4%Added
Portolan Capital Management, LLC341,936$3.57M0.19%+341,936New
Jupiter Asset Management Ltd324,870$3.39M0.03%+324,870New
Connor, Clark & Lunn Investment Management Ltd.324,753$3.39M0.01%−73,822−18.5%Reduced
Swiss National Bank319,400$3.33M0.00%+16,300+5.4%Added
Aquatic Capital Management LLC318,005$3.32M0.09%+63,633+25.0%Added
Covalis Capital LLP313,190$3.27M0.26%−687,079−68.7%Reduced
Balyasny Asset Management LLC305,855$3.19M0.01%−2,462,687−89.0%Reduced
UBS Asset Management Americas Inc299,372$3.13M0.00%+45,828+18.1%Added
Royal Bank of Canada297,381$3.10M0.00%−2,938,509−90.8%Reduced
Skylands Capital, LLC286,900$3.00M0.41%+53,850+23.1%Added
Walleye Trading LLC284,294$2.97M0.05%+77,644+37.6%Added
Private Advisor Group, LLC276,119$2.88M0.01%−38,128−12.1%Reduced
Bank of New York Mellon Corp272,808$2.85M0.00%+212,562+352.8%Added
Marshall Wace, LLP271,836$2.84M0.00%+271,836New
Quantbot Technologies LP238,813$2.49M0.08%−329,818−58.0%Reduced
BCGM Wealth Management, LLC235,292$2.46M0.63%+12,350+5.5%Added
HSBC Holdings PLC222,753$2.35M0.00%+104,455+88.3%Added
Krane Funds Advisors LLC221,797$2.32M0.08%+109,661+97.8%Added
Stifel Financial Corp210,344$2.20M0.00%+31,301+17.5%Added
Taylor Frigon Capital Management LLC202,702$2.12M1.07%+14,136+7.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH199,078$2.08M0.00%+114,262+134.7%Added
Alliancebernstein L.P.198,400$2.07M0.00%−32,690−14.1%Reduced
HITE Hedge Asset Management LLC195,028$2.04M0.13%+39,919+25.7%Added
Sora Investors LLC192,212$2.01M0.17%−135,644−41.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.187,217$1.95M0.00%−16,200−8.0%Reduced
LPL Financial LLC179,620$1.88M0.00%+9,256+5.4%Added
Nuveen, LLC176,256$1.84M0.00%+11,626+7.1%Added
Hillsdale Investment Management Inc.174,900$1.83M0.05%00.0%Unchanged
CIBC World Markets Inc.163,095$1.70M0.00%+163,095New
Erste Asset Management GmbH158,706$1.69M0.01%−100,463−38.8%Reduced
Qsemble Capital Management, LP147,234$1.54M0.13%+8,594+6.2%Added
Slow Capital, Inc.146,084$1.53M0.18%−65,790−31.1%Reduced
ARK Investment Management LLCSuperinvestorARK Invest142,955$1.49M0.01%+22,068+18.3%Added
Intellectus Partners, LLC141,090$1.47M0.28%−49,458−26.0%Reduced
California State Teachers Retirement System139,556$1.46M0.00%00.0%Unchanged
Group One Trading, L.P.133,250$1.39M0.04%−32,372−19.5%Reduced
Winton Group Ltd132,153$1.38M0.05%−470,847−78.1%Reduced
Legal & General Group Plc131,585$1.37M0.00%−12,526−8.7%Reduced
Polianta Ltd130,900$1.37M0.18%+29,100+28.6%Added