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 $17.8 億；大師中只有方舟投資持有。
2024 年第 1 季 13F 持有人
Mobileye Global Inc. 在 2024/3/31 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
- 266
- 較 2023 年第 4 季 +14 家
- 持有股數
- 1.17 億
- 較 2023 年第 4 季 +835.9 萬 (+7.7%)
- 總市值
- $37.7 億
- 較 2023 年第 4 季 −$9.43 億 (−20.0%)
- 新進機構
- 96
- 另有 91 家加碼
- 清倉機構
- 82
- 另有 63 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | $17.8 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 | $28.8 億 |
| 2025 年第 2 季 | 268 | $18.8 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 | $32.4 億 |
| 2024 年第 1 季 | 266 | $37.7 億 |
| 2023 年第 4 季 | 256 | $47.2 億 |
| 2023 年第 3 季 | 249 | $44.9 億 |
| 2023 年第 2 季 | 233 | $42.7 億 |
| 2023 年第 1 季 | 184 | $29.5 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 |
2024 年第 1 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 15,985,212 | $5.14 億 | 0.40% | +7,560,929+89.8% | 加碼 |
| Norges Bank | 9,807,149 | $3.15 億 | 0.05% | −300,000−3.0% | 減碼 |
| Thrivent Financial for Lutherans | 4,993,933 | $1.61 億 | 0.32% | +2,721,050+119.7% | 加碼 |
| Southpoint Capital Advisors LP | 4,750,000 | $1.53 億 | 3.02% | +4,750,000 | 新進 |
| FIL Ltd | 3,783,455 | $1.22 億 | 0.12% | +3,783,455 | 新進 |
| Millennium Management LLC | 3,666,242 | $1.18 億 | 0.10% | −271,945−6.9% | 減碼 |
| Invesco Ltd. | 3,096,161 | $9,954 萬 | 0.02% | −1,276,549−29.2% | 減碼 |
| Fred Alger Management, LLC | 2,838,080 | $9,124 萬 | 0.45% | +2,272,418+401.7% | 加碼 |
| Kodai Capital Management LP | 2,764,827 | $8,889 萬 | 2.08% | −672,930−19.6% | 減碼 |
| Atalan Capital Partners, LP | 2,568,670 | $8,258 萬 | 6.83% | +2,568,670 | 新進 |
| Pictet Asset Management Holding SA | 2,521,647 | $8,111 萬 | 0.09% | +14,591+0.6% | 加碼 |
| Franklin Resources Inc | 2,381,903 | $7,658 萬 | 0.02% | −240,801−9.2% | 減碼 |
| Davenport & Co LLC | 2,364,377 | $7,652 萬 | 0.48% | +408,038+20.9% | 加碼 |
| Bank of New York Mellon Corp | 2,252,323 | $7,241 萬 | 0.01% | +273,130+13.8% | 加碼 |
| 1832 Asset Management L.P. | 2,206,500 | $7,094 萬 | 0.13% | +2,165,700+5,308.1% | 加碼 |
| Janus Henderson Group PLC | 2,166,709 | $6,964 萬 | 0.04% | +2,166,709 | 新進 |
| Primecap Management Co | 2,007,050 | $6,453 萬 | 0.05% | +34,360+1.7% | 加碼 |
| Frontier Capital Management Co LLC | 1,968,104 | $6,327 萬 | 0.59% | +1,968,104 | 新進 |
| Goldman Sachs Group Inc | 1,869,993 | $6,012 萬 | 0.01% | +803,243+75.3% | 加碼 |
| Alyeska Investment Group, L.P. | 1,834,779 | $5,899 萬 | 0.37% | +1,834,779 | 新進 |
| BlackRock Inc. | 1,790,077 | $5,755 萬 | 0.00% | +165,051+10.2% | 加碼 |
| Platinum Investment Management Ltd | 1,471,599 | $4,731 萬 | 1.91% | +475,829+47.8% | 加碼 |
| Citadel Advisors LLC | 1,424,921 | $4,581 萬 | 0.04% | −969,284−40.5% | 減碼 |
| M&G Plc | 1,240,913 | $3,971 萬 | 0.24% | +1,240,913 | 新進 |
| Intrinsic Edge Capital Management LLC | 1,213,099 | $3,900 萬 | 3.31% | +1,213,099 | 新進 |
| General Atlantic LLC | 1,194,839 | $3,841 萬 | 0.89% | −123,943−9.4% | 減碼 |
| Birch Hill Investment Advisors LLC | 1,179,100 | $3,791 萬 | 1.84% | +740,120+168.6% | 加碼 |
| Vanguard Group Inc | 1,175,404 | $3,779 萬 | 0.00% | +17,692+1.5% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,110,000 | $3,569 萬 | 0.07% | +1,030,000+1,287.5% | 加碼 |
| Geode Capital Management, LLC | 1,083,183 | $3,483 萬 | 0.00% | +206,266+23.5% | 加碼 |
| Peregrine Capital Management LLC | 1,078,809 | $3,468 萬 | 0.99% | +1,078,809 | 新進 |
| Credit Suisse AG | 1,030,676 | $3,314 萬 | 0.03% | +119,795+13.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,000,049 | $3,215 萬 | 0.03% | +160,159+19.1% | 加碼 |
| BIT Capital GmbH | 970,945 | $3,122 萬 | 2.76% | +970,945 | 新進 |
| Loomis Sayles & Co L P | 923,679 | $2,970 萬 | 0.04% | +219,333+31.1% | 加碼 |
| Thornburg Investment Management Inc | 874,610 | $2,810 萬 | 0.39% | +874,610 | 新進 |
| Brown Capital Management LLC | 861,516 | $2,770 萬 | 0.49% | +861,516 | 新進 |
| Morgan Stanley | 774,581 | $2,490 萬 | 0.00% | +412,473+113.9% | 加碼 |
| Wellington Management Group LLP | 722,741 | $2,324 萬 | 0.00% | −2,675,470−78.7% | 減碼 |
| Bamco Inc | 697,796 | $2,243 萬 | 0.06% | +297,234+74.2% | 加碼 |
| Analog Century Management LP | 683,513 | $2,197 萬 | 3.06% | +683,513 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 652,989 | $2,099 萬 | 0.34% | +266,512+69.0% | 加碼 |
| Neuberger Berman Group LLC | 637,883 | $2,051 萬 | 0.02% | +72,658+12.9% | 加碼 |
| Eventide Asset Management, LLC | 631,379 | $2,030 萬 | 0.32% | +631,379 | 新進 |
| Citigroup Inc | 562,433 | $1,808 萬 | 0.02% | −132,217−19.0% | 減碼 |
| Thematics Asset Management | 555,000 | $1,784 萬 | 0.74% | +555,000 | 新進 |
| Bank of America Corp | 540,005 | $1,736 萬 | 0.00% | −51,782−8.8% | 減碼 |
| Charles Schwab Investment Management Inc | 501,014 | $1,611 萬 | 0.00% | +78,630+18.6% | 加碼 |
| First Trust Advisors LP | 470,535 | $1,513 萬 | 0.02% | +165,505+54.3% | 加碼 |
| Twin Tree Management, LP | 457,577 | $1,471 萬 | 0.33% | +457,577 | 新進 |
| US Bancorp | 444,048 | $1,428 萬 | 0.02% | +373,862+532.7% | 加碼 |
| Columbus Hill Capital Management, L.P. | 428,113 | $1,376 萬 | 3.00% | +428,113 | 新進 |
| TCW Group Inc | 411,414 | $1,323 萬 | 0.13% | +104,677+34.1% | 加碼 |
| Alliancebernstein L.P. | 403,178 | $1,296 萬 | 0.00% | +80,050+24.8% | 加碼 |
| State Street Corp | 397,051 | $1,277 萬 | 0.00% | −615−0.2% | 減碼 |
| Envestnet Asset Management Inc | 388,809 | $1,250 萬 | 0.00% | +343,075+750.2% | 加碼 |
| AXA S.A. | 382,109 | $1,228 萬 | 0.04% | +382,109 | 新進 |
| Nuveen Asset Management, LLC | 339,265 | $1,091 萬 | 0.00% | +269,576+386.8% | 加碼 |
| Ibex Investors LLC | 325,000 | $1,045 萬 | 13.48% | +325,000 | 新進 |
| ExodusPoint Capital Management, LP | 317,196 | $1,020 萬 | 0.13% | +252,484+390.2% | 加碼 |
| EVR Research LP | 305,000 | $980.6 萬 | 2.20% | +305,000 | 新進 |
| STRS Ohio | 303,000 | $974.1 萬 | 0.04% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 298,593 | $960.0 萬 | 0.08% | −41,637−12.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 287,728 | $925.0 萬 | 0.01% | −148,376−34.0% | 減碼 |
| Amundi | 279,586 | $866.2 萬 | 0.00% | +1,269+0.5% | 加碼 |
| Capital Fund Management S.A. | 242,769 | $780.5 萬 | 0.10% | +208,819+615.1% | 加碼 |
| Walleye Capital LLC | 234,038 | $752.4 萬 | 0.08% | +213,105+1,018.0% | 加碼 |
| Capstone Investment Advisors, LLC | 231,764 | $745.1 萬 | 0.14% | −144,300−38.4% | 減碼 |
| Covalis Capital LLP | 230,819 | $742.1 萬 | 0.92% | +111,014+92.7% | 加碼 |
| Tobam | 222,967 | $716.8 萬 | 0.64% | +222,967 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,834 | $668.2 萬 | 0.01% | −6,632−3.1% | 減碼 |
| Point72 Asset Management, L.P. | 206,689 | $664.5 萬 | 0.02% | −294,785−58.8% | 減碼 |
| Wells Fargo & Company | 204,645 | $657.9 萬 | 0.00% | −59,210−22.4% | 減碼 |
| Northern Trust Corp | 193,987 | $623.7 萬 | 0.00% | −32,219−14.2% | 減碼 |
| Shellback Capital, LP | 191,724 | $616.4 萬 | 0.41% | +191,724 | 新進 |
| Candelo Capital Management LP | 171,238 | $550.5 萬 | 4.04% | +171,238 | 新進 |
| DekaBank Deutsche Girozentrale | 165,287 | $540.5 萬 | 0.01% | −1,227,100−88.1% | 減碼 |
| Point72 Hong Kong Ltd | 151,176 | $486.0 萬 | 0.25% | +151,176 | 新進 |
| Rovida Advisors Inc. | 150,000 | $481.9 萬 | 1.68% | +150,000 | 新進 |
| Polar Asset Management Partners Inc. | 148,400 | $477.1 萬 | 0.13% | +148,400 | 新進 |
| SEI Investments Co | 144,060 | $463.2 萬 | 0.01% | +14,949+11.6% | 加碼 |
| JPMorgan Chase & Co | 140,504 | $451.7 萬 | 0.00% | −924,212−86.8% | 減碼 |
| Carlson Capital L P | 138,900 | $446.6 萬 | 0.36% | +138,900 | 新進 |
| UBS Group AG | 136,936 | $440.2 萬 | 0.00% | +16,812+14.0% | 加碼 |
| Select Equity Group, L.P. | 135,787 | $436.6 萬 | 0.02% | −344,546−71.7% | 減碼 |
| Jefferies Financial Group Inc. | 126,770 | $407.6 萬 | 0.08% | +126,770 | 新進 |
| Stifel Financial Corp | 126,696 | $407.3 萬 | 0.00% | +30,511+31.7% | 加碼 |
| Arcadia Investment Management Corp | 120,274 | $386.7 萬 | 0.68% | +98,530+453.1% | 加碼 |
| Taylor Frigon Capital Management LLC | 115,151 | $370.2 萬 | 1.76% | +115,151 | 新進 |
| Cetera Investment Advisers | 110,095 | $354.0 萬 | 0.01% | +110,095 | 新進 |
| Assetmark, Inc | 108,283 | $348.1 萬 | 0.01% | −480.0% | 減碼 |
| Allianz SE | 100,284 | $322.4 萬 | 0.10% | +100,284 | 新進 |
| Ghisallo Capital Management LLC | 100,000 | $321.5 萬 | 0.37% | −200,000−66.7% | 減碼 |
| Jane Street Group, LLC | 98,984 | $318.2 萬 | 0.00% | −287,965−74.4% | 減碼 |
| Zweig-DiMenna Associates LLC | 98,950 | $318.1 萬 | 0.28% | 00.0% | 不變 |
| Patten & Patten Inc | 98,705 | $317.3 萬 | 0.23% | −2,950−2.9% | 減碼 |
| Intellectus Partners, LLC | 97,960 | $314.9 萬 | 0.83% | +97,960 | 新進 |
| Slow Capital, Inc. | 94,484 | $303.8 萬 | 0.49% | +7,378+8.5% | 加碼 |
| Raymond James & Associates | 93,777 | $301.5 萬 | 0.00% | −103,673−52.5% | 減碼 |
| Mirabella Financial Services LLP | 91,512 | $294.2 萬 | 0.21% | +91,512 | 新進 |