MBLY — MOBILEYE GLOBAL INC
As of Q2 2026, 31 SEC-registered investment managers reported holding MBLY (MOBILEYE GLOBAL INC) in their latest 13F filings, with a combined reported value of $641.15M across 66.38M shares. That is -5.2% by share count (-3.63M shares) versus the previous quarter, while reported value moved +33.5%. Ownership is concentrated: the five largest holders account for 58.0% of reported value and the top ten for 83.7%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MBLY is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Two Sigma Investments history | Q2 2026 | 10.22M | $98.90M | 0.08% | Add |
| Manulife Financial history | Q2 2026 | 9.71M | $93.98M | 0.08% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 7.18M | $69.51M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 6.42M | $62.14M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 4.89M | $47.33M | 0.06% | Add |
| UBS Group AG history | Q2 2026 | 4.80M | $46.44M | 0.01% | Add |
| Viking Global Investors history | Q3 2023 | 1.01M | $42.04M | 0.17% | New |
| Morgan Stanley history | Q2 2026 | 3.84M | $37.17M | 0.00% | Reduce |
| Fidelity International (FIL) history | Q4 2025 | 3.34M | $34.88M | 0.03% | Hold |
| Renaissance Technologies history | Q2 2026 | 3.56M | $34.47M | 0.05% | Add |
| Vanguard Group history | Q4 2025 | 3.19M | $33.28M | 0.00% | Add |
| Baillie Gifford & Co history | Q1 2026 | 4.14M | $28.44M | 0.03% | Reduce |
| Citadel Advisors history | Q2 2026 | 2.52M | $24.40M | 0.00% | Reduce |
| Wellington Management Group history | Q1 2024 | 722.74K | $23.24M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 2.28M | $22.07M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 2.22M | $21.49M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 2.20M | $21.29M | 0.00% | Add |
| Franklin Resources history | Q3 2024 | 1.60M | $20.68M | 0.01% | Reduce |
| Tiger Global Management history | Q1 2023 | 450.00K | $19.47M | 0.18% | Hold |
| MFS Investment Management history | Q4 2023 | 404.93K | $17.54M | 0.01% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 408.56K sh · $3.46M
- Marshall Wace 18.51K sh · $179.17K
Fully Exited (vs previous quarter)
- Baillie Gifford & Co sold 4.14M sh · $28.44M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 1.08M | 48.60K | 374.21K | 48.60K | 48.60K | — | — | 219.74K | 161.93K | 1.62M | 1.89M | 4.38M | 4.69M | 9.89M | 10.22M |
| Manulife Financial | — | — | — | 851.36K | 839.89K | 1.00M | 9.07M | 13.59M | 14.21M | 13.56M | 12.47M | 12.10M | 11.10M | 10.31M | 9.71M |
| Goldman Sachs Group | — | 574.22K | 547.05K | 1.13M | 1.08M | 1.87M | 1.38M | 3.08M | 3.39M | 6.08M | 6.74M | 4.89M | 9.62M | 9.26M | 7.18M |
| BlackRock Inc | — | — | — | — | — | — | — | 2.45M | 2.60M | 1.98M | 2.36M | 5.15M | 5.94M | 5.92M | 6.42M |
| Point72 Asset Management | 201.80K | — | — | — | 536.87K | 213.49K | — | — | — | 5.56M | 3.92M | 4.19M | 3.73M | 2.92M | 4.89M |
| UBS Group AG | 11.05K | 145.32K | 534.27K | 172.05K | 145.12K | 236.94K | 183.08K | 901.24K | 2.51M | 5.86M | 5.37M | 3.69M | 3.04M | 4.23M | 4.80M |
| Morgan Stanley | 70.10K | 874.47K | 6.62M | 467.96K | 362.11K | 774.58K | 312.67K | 376.69K | 587.71K | 1.34M | 530.85K | 2.91M | 2.11M | 4.02M | 3.84M |
| Renaissance Technologies | 157.99K | — | — | — | — | — | — | 1.18M | 907.42K | 1.34M | 2.98M | 5.32M | 4.12M | 3.43M | 3.56M |
| Citadel Advisors | 1.92M | 1.19M | 2.78M | 1.54M | 3.14M | 3.33M | 2.06M | 4.73M | 6.04M | 4.05M | 3.52M | 6.30M | 3.71M | 3.66M | 2.52M |
| Millennium Management | 55.97K | 47.10K | — | 2.95M | 3.94M | 3.68M | 2.85M | 2.28M | 3.31M | 2.03M | 2.43M | 3.92M | 7.82M | 2.19M | 2.28M |
| Geode Capital Management | 431.06K | 444.58K | 772.77K | 841.13K | 876.92K | 1.08M | 1.15M | 1.43M | 1.18M | 1.26M | 1.27M | 2.03M | 2.11M | 2.18M | 2.22M |
| Bank of America Corp | 473.61K | 1.49M | 1.10M | 1.77M | 1.94M | 1.65M | 1.26M | 1.18M | 982.33K | 2.60M | 2.43M | 2.11M | 1.93M | 2.04M | 2.20M |
| Wells Fargo & Co | 27.75K | 47.57K | 224.03K | 229.09K | 263.86K | 204.65K | 716.84K | 1.20M | 996.84K | 1.14M | 1.21M | 1.29M | 919.48K | 1.19M | 1.17M |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 199.23K | 1.05M |
| Charles Schwab Investment Management | 241.30K | 239.61K | 393.84K | 410.77K | 422.38K | 501.01K | 568.67K | 1.53M | 1.53M | 571.94K | 584.06K | 937.54K | 937.46K | 997.88K | 983.31K |
| CPP Investments | — | — | — | — | — | 13.33K | 7.63K | — | 147.90K | 114.90K | 86.40K | 86.40K | 86.40K | 86.40K | 841.20K |
| Northern Trust Corp | 83.18K | 87.31K | 193.42K | 197.83K | 226.21K | 193.99K | 223.39K | 222.97K | 218.62K | 209.53K | 358.26K | 470.92K | 501.65K | 519.30K | 546.70K |
| JPMorgan Chase & Co | 158.64K | 172.48K | 805.45K | 300 | 300 | 6.80K | 4.10K | 8.40K | 8.40K | 88.14K | 15.60K | 686.98K | 547.03K | — | 408.56K |
| D. E. Shaw & Co | 392.04K | 637.00K | 465.43K | 116.12K | 581.80K | 606.03K | 509.65K | 686.91K | 3.01M | 2.02M | 3.84M | 2.04M | 1.98M | 548.00K | 355.24K |
| BNY Mellon | 87.28K | 42.86K | 1.50M | 1.89M | 1.98M | 2.25M | 2.35M | 132.31K | 76.81K | 84.62K | 49.58K | 60.25K | 272.81K | 289.29K | 336.42K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details