Mobileye Global Inc.
MBLY- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001910139
近 90 天，Mobileye Global Inc. 內部人申報 2 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 296 家機構在 13F 申報持有，市值合計 $18.0 億；大師中只有方舟投資持有。
2026 年第 2 季 13F 持有人
Mobileye Global Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 296
- 較 2026 年第 1 季 +6 家
- 持有股數
- 1.86 億
- 較 2026 年第 1 季 +226.3 萬 (+1.2%)
- 總市值
- $18.0 億
- 較 2026 年第 1 季 +$5.37 億 (+42.4%)
- 新進機構
- 63
- 另有 107 家加碼
- 清倉機構
- 57
- 另有 82 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MBLY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 296 | $18.0 億 |
| 2026 年第 1 季 | 294 | $12.7 億 |
| 2025 年第 4 季 | 300 | $20.1 億 |
| 2025 年第 3 季 | 311 | $29.0 億 |
| 2025 年第 2 季 | 268 | $19.0 億 |
| 2025 年第 1 季 | 255 | $15.3 億 |
| 2024 年第 4 季 | 258 | $19.7 億 |
| 2024 年第 3 季 | 248 | $12.7 億 |
| 2024 年第 2 季 | 254 | $32.6 億 |
| 2024 年第 1 季 | 266 | $38.2 億 |
| 2023 年第 4 季 | 256 | $47.9 億 |
| 2023 年第 3 季 | 249 | $45.0 億 |
| 2023 年第 2 季 | 233 | $42.7 億 |
| 2023 年第 1 季 | 184 | $31.5 億 |
| 2022 年第 4 季 | 148 | $20.3 億 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 1 | $82.2 萬 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Mobileye Global Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intel Corp | 50,000,000 | $4.84 億 | 77.99% | 00.0% | 不變 |
| Two Sigma Investments, LP | 10,216,964 | $9,890 萬 | 0.07% | +326,574+3.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 9,708,864 | $9,398 萬 | 0.07% | −596,567−5.8% | 減碼 |
| Goldman Sachs Group Inc | 7,180,555 | $6,951 萬 | 0.01% | −2,079,088−22.5% | 減碼 |
| BlackRock, Inc. | 6,419,678 | $6,214 萬 | 0.00% | +502,499+8.5% | 加碼 |
| Point72 Asset Management, L.P. | 4,889,226 | $4,733 萬 | 0.07% | +1,991,742+68.7% | 加碼 |
| Assenagon Asset Management S.A. | 4,839,478 | $4,685 萬 | 0.03% | +4,839,478 | 新進 |
| UBS Group AG | 4,488,574 | $4,345 萬 | 0.01% | +741,502+19.8% | 加碼 |
| Morgan Stanley | 3,839,755 | $3,717 萬 | 0.00% | −175,918−4.4% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,585,733 | $3,471 萬 | 0.17% | 00.0% | 不變 |
| Renaissance Technologies LLC | 3,560,446 | $3,447 萬 | 0.05% | +132,500+3.9% | 加碼 |
| Primecap Management Co | 3,417,080 | $3,308 萬 | 0.02% | +219,900+6.9% | 加碼 |
| Mackenzie Financial Corp | 2,985,356 | $2,890 萬 | 0.03% | +2,972,387+22,919.2% | 加碼 |
| DnB Asset Management AS | 2,582,803 | $2,500 萬 | 0.07% | −159,615−5.8% | 減碼 |
| Victory Capital Management Inc | 2,360,482 | $2,285 萬 | 0.01% | −738,665−23.8% | 減碼 |
| Geode Capital Management, LLC | 2,219,375 | $2,149 萬 | 0.00% | +40,670+1.9% | 加碼 |
| Bank of America Corp | 2,199,722 | $2,129 萬 | 0.00% | +163,174+8.0% | 加碼 |
| Susquehanna International Group, LLP | 2,162,616 | $2,093 萬 | 0.02% | −863,852−28.5% | 減碼 |
| Millennium Management LLC | 2,105,325 | $2,038 萬 | 0.01% | −84,013−3.8% | 減碼 |
| Dimensional Fund Advisors LP | 2,101,985 | $2,032 萬 | 0.00% | −736,535−25.9% | 減碼 |
| State Street Corp | 1,913,098 | $1,852 萬 | 0.00% | +557,303+41.1% | 加碼 |
| Vanguard Capital Management LLC | 1,912,316 | $1,851 萬 | 0.00% | +59,766+3.2% | 加碼 |
| M&G Plc | 1,791,483 | $1,791 萬 | 0.09% | −34,429−1.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,815,825 | $1,758 萬 | 0.01% | +94,229+5.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,750,650 | $1,695 萬 | 0.03% | +1,111,171+173.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,673,935 | $1,620 萬 | 0.01% | +241,397+16.9% | 加碼 |
| Engineers Gate Manager LP | 1,624,153 | $1,572 萬 | 0.20% | −487,886−23.1% | 減碼 |
| Pacer Advisors, Inc. | 1,433,206 | $1,387 萬 | 0.04% | +166,398+13.1% | 加碼 |
| Jane Street Group, LLC | 1,416,332 | $1,371 萬 | 0.01% | +901,235+175.0% | 加碼 |
| Loomis Sayles & Co L P | 1,336,066 | $1,293 萬 | 0.02% | −126,277−8.6% | 減碼 |
| HRT Financial LP | 1,297,130 | $1,256 萬 | 0.02% | +75,261+6.2% | 加碼 |
| Walleye Capital LLC | 1,292,215 | $1,251 萬 | 0.06% | −1,060,679−45.1% | 減碼 |
| Wells Fargo & Company | 1,169,778 | $1,132 萬 | 0.00% | −16,604−1.4% | 減碼 |
| Phoenix Holdings Ltd. | 1,101,000 | $1,066 萬 | 0.07% | 00.0% | 不變 |
| First Trust Advisors LP | 1,083,335 | $1,049 萬 | 0.01% | −69,164−6.0% | 減碼 |
| AQR Capital Management LLC | 1,053,653 | $1,020 萬 | 0.00% | +854,419+428.9% | 加碼 |
| Woodline Partners LP | 1,029,450 | $996.5 萬 | 0.03% | −230,180−18.3% | 減碼 |
| Charles Schwab Investment Management Inc | 983,313 | $951.8 萬 | 0.00% | −14,563−1.5% | 減碼 |
| Citadel Advisors LLC | 954,266 | $923.7 萬 | 0.01% | −672,565−41.3% | 減碼 |
| Krane Funds Advisors LLC | 908,832 | $879.7 萬 | 0.31% | +437,765+92.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 901,549 | $872.7 萬 | 0.00% | +22,355+2.5% | 加碼 |
| Artisan Partners Limited Partnership | 887,998 | $859.6 萬 | 0.01% | −72,455−7.5% | 減碼 |
| Canada Pension Plan Investment Board | 841,200 | $814.3 萬 | 0.00% | +754,800+873.6% | 加碼 |
| Longaeva Partners L.P. | 832,200 | $805.6 萬 | 0.23% | +832,200 | 新進 |
| Menora Mivtachim Holdings Ltd. | 830,000 | $803.4 萬 | 0.03% | 00.0% | 不變 |
| Ameriprise Financial Inc | 804,457 | $778.7 萬 | 0.00% | +19,158+2.4% | 加碼 |
| Raymond James Financial Inc | 784,076 | $759.0 萬 | 0.00% | +7,384+1.0% | 加碼 |
| QSM Asset Management Ltd | 764,003 | $699.4 萬 | 3.63% | +153,000+25.0% | 加碼 |
| Portolan Capital Management, LLC | 721,338 | $698.3 萬 | 0.26% | +43,203+6.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 683,388 | $661.5 萬 | 0.01% | +428,888+168.5% | 加碼 |
| KR Capital LP | 665,610 | $644.3 萬 | 0.64% | +665,610 | 新進 |
| Private Advisor Group, LLC | 616,020 | $596.3 萬 | 0.03% | +262,314+74.2% | 加碼 |
| Vanguard Portfolio Management LLC | 606,797 | $587.4 萬 | 0.00% | +205,616+51.3% | 加碼 |
| Northern Trust Corp | 546,699 | $529.2 萬 | 0.00% | +27,395+5.3% | 加碼 |
| Man Group plc | 475,210 | $460.0 萬 | 0.01% | +346,685+269.7% | 加碼 |
| Walleye Trading LLC | 469,799 | $454.8 萬 | 0.06% | −90,693−16.2% | 減碼 |
| Sharpepoint LLC | 467,888 | $452.9 萬 | 2.27% | +467,888 | 新進 |
| XTX Topco Ltd | 435,516 | $421.6 萬 | 0.05% | +435,516 | 新進 |
| PEAK6 LLC | 422,964 | $409.4 萬 | 0.10% | −218,408−34.1% | 減碼 |
| BCGM Wealth Management, LLC | 399,445 | $386.7 萬 | 0.82% | +30,682+8.3% | 加碼 |
| UBS Asset Management Americas Inc | 389,257 | $376.8 萬 | 0.00% | +50,078+14.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 378,958 | $366.8 萬 | 0.00% | +19,618+5.5% | 加碼 |
| IMC-Chicago, LLC | 372,172 | $360.3 萬 | 0.03% | −114,784−23.6% | 減碼 |
| JPMorgan Chase & Co | 408,565 | $345.7 萬 | 0.00% | +233,969+134.0% | 加碼 |
| SG Americas Securities, LLC | 355,615 | $344.2 萬 | 0.00% | −683,485−65.8% | 減碼 |
| Lesa Sroufe & Co | 350,045 | $338.8 萬 | 2.42% | +350,045 | 新進 |
| LPL Financial LLC | 336,679 | $325.9 萬 | 0.00% | +28,915+9.4% | 加碼 |
| Bank of New York Mellon Corp | 336,421 | $325.7 萬 | 0.00% | +47,136+16.3% | 加碼 |
| Swiss National Bank | 330,000 | $319.4 萬 | 0.00% | +10,600+3.3% | 加碼 |
| Barclays PLC | 308,326 | $298.5 萬 | 0.00% | −265,429−46.3% | 減碼 |
| Stifel Financial Corp | 292,921 | $283.5 萬 | 0.00% | −178,722−37.9% | 減碼 |
| Taylor Frigon Capital Management LLC | 284,206 | $275.1 萬 | 1.29% | +82,342+40.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 281,104 | $272.1 萬 | 0.02% | +78,681+38.9% | 加碼 |
| Scotia Capital Inc. | 272,633 | $263.9 萬 | 0.01% | +26,667+10.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 270,666 | $262.0 萬 | 0.01% | +94,652+53.8% | 加碼 |
| ExodusPoint Capital Management, LP | 268,306 | $259.7 萬 | 0.02% | +156,960+141.0% | 加碼 |
| Royal Bank of Canada | 260,056 | $251.8 萬 | 0.00% | +35,741+15.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 255,241 | $247.1 萬 | 0.00% | −192,760−43.0% | 減碼 |
| Headlands Technologies LLC | 250,372 | $242.4 萬 | 0.26% | +189,909+314.1% | 加碼 |
| Janney Montgomery Scott LLC | 244,047 | $236.2 萬 | 0.00% | +110,021+82.1% | 加碼 |
| Capital Fund Management S.A. | 236,438 | $228.9 萬 | 0.02% | −39,119−14.2% | 減碼 |
| Gsa Capital Partners LLP | 233,922 | $226.4 萬 | 0.14% | +74,291+46.5% | 加碼 |
| Group One Trading, L.P. | 224,928 | $217.7 萬 | 0.06% | −211,588−48.5% | 減碼 |
| Hudson Bay Capital Management LP | 221,642 | $214.5 萬 | 0.01% | +221,642 | 新進 |
| KBC Group NV | 199,891 | $193.5 萬 | 0.00% | 00.0% | 不變 |
| Marex Group plc | 199,839 | $193.4 萬 | 0.01% | −115,562−36.6% | 減碼 |
| California State Teachers Retirement System | 180,507 | $174.7 萬 | 0.00% | −14,298−7.3% | 減碼 |
| Citigroup Inc | 179,874 | $174.1 萬 | 0.00% | −1,271,391−87.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 176,097 | $170.5 萬 | 0.05% | +176,097 | 新進 |
| Simplex Trading, LLC | 167,092 | $161.7 萬 | 0.04% | −162,231−49.3% | 減碼 |
| CIBC World Markets Inc. | 163,162 | $157.9 萬 | 0.00% | −388−0.2% | 減碼 |
| Nano Cap New Millennium Growth Fund L P | 160,000 | $154.9 萬 | 1.19% | +87,500+120.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 159,348 | $154.2 萬 | 0.03% | −58,668−26.9% | 減碼 |
| Toroso Investments, LLC | 159,149 | $154.1 萬 | 0.00% | +24,088+17.8% | 加碼 |
| Nuveen, LLC | 154,433 | $149.5 萬 | 0.00% | −13,594−8.1% | 減碼 |
| Winton Group Ltd | 147,700 | $143.0 萬 | 0.05% | +96,000+185.7% | 加碼 |
| Sender Co & Partners, Inc. | 135,077 | $130.8 萬 | 0.55% | +99,216+276.7% | 加碼 |
| Level Four Advisory Services, LLC | 130,324 | $126.2 萬 | 0.04% | −23,552−15.3% | 減碼 |
| HSBC Holdings PLC | 130,953 | $120.9 萬 | 0.00% | +76,045+138.5% | 加碼 |
| Intellectus Partners, LLC | 123,540 | $119.6 萬 | 0.21% | −12,000−8.9% | 減碼 |