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MOBX — MOBIX LABS INC

Reported value held$1.01M
Funds holding (latest)13
SectorTechnology
Funds holding (Q2 2026)7
Institutional value$595.65K · 283.63K sh
New / Add / Cut / Exit1 / 1 / 5 / 1
Top-5 / Top-10 concentration99.9% / 100.0%
Institutional holdings change Reducing -84.1% (-1.50M sh)
Institutional value change Down -0.2%

As of Q2 2026, 7 SEC-registered investment managers reported holding MOBX (MOBIX LABS INC) in their latest 13F filings, with a combined reported value of $595.65K across 283.63K shares. That is -84.1% by share count (-1.50M shares) versus the previous quarter, while reported value moved -0.2%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MOBX 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.

Q2 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 111.88K $234.97K 0.00% Reduce
UBS Group AG history 92.93K $195.16K 0.00% Reduce
BlackRock Inc history 34.05K $71.50K 0.00% Add
Bank of America Corp history 25.23K $52.98K 0.00% New
Northern Trust Corp history 19.37K $40.68K 0.00% Reduce
Wells Fargo & Co history 150 $315 0.00% Reduce
Citigroup Inc history 17 $36 0.00% Reduce

Q1 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 991.92K $331.44K 0.00% Add
UBS Group AG history 537.79K $179.62K 0.00% Reduce
Northern Trust Corp history 193.25K $64.57K 0.00% Add
Citigroup Inc history 32.37K $10.82K 0.00% Add
Goldman Sachs Group history 22.75K $7.60K 0.00% New
BlackRock Inc history 6.13K $2.05K 0.00% New
Wells Fargo & Co history 2.50K $835 0.00% Add

Q4 2025 — 8 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 1.08M $288.45K 0.00% Hold
UBS Group AG history 823.34K $219.83K 0.00% Add
Geode Capital Management history 426.20K $113.95K 0.00% Add
Citadel Advisors history 189.73K $50.72K 0.00% New
Northern Trust Corp history 75.41K $20.16K 0.00% Add
Wells Fargo & Co history 1.00K $267 0.00% Hold
Bank of America Corp history 398 $106 0.00% Add
Citigroup Inc history 1 $0 — New

Q3 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 1.08M $870.77K 0.00% Add
Geode Capital Management history 363.48K $293.09K 0.00% Add
Northern Trust Corp history 43.85K $35.35K 0.00% Hold
Morgan Stanley history 27.23K $21.95K 0.00% Reduce
UBS Group AG history 8.58K $6.91K 0.00% Reduce
Wells Fargo & Co history 1.00K $806 0.00% Hold
Bank of America Corp history 326 $262 0.00% Reduce

Q2 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 574.88K $439.79K 0.00% Add
Geode Capital Management history 298.95K $228.86K 0.00% Add
UBS Group AG history 210.92K $161.35K 0.00% Add
Northern Trust Corp history 43.85K $33.56K 0.00% Hold
Morgan Stanley history 34.83K $26.66K 0.00% Reduce
Wells Fargo & Co history 1.00K $765 0.00% Hold
Bank of America Corp history 650 $497 0.00% Add

Q1 2025 — 8 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 545.68K $487.29K 0.00% Add
Geode Capital Management history 293.47K $262.12K 0.00% Add
Morgan Stanley history 69.83K $62.35K 0.00% Hold
Northern Trust Corp history 43.85K $39.15K 0.00% Hold
UBS Group AG history 37.54K $33.53K 0.00% Reduce
Wells Fargo & Co history 1.00K $893 0.00% Hold
Bank of America Corp history 631 $563 0.00% Add
JPMorgan Chase & Co history 49 $44 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 13 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Geode Capital Management 111.88K 991.92K 426.20K 363.48K 298.95K 293.47K 236.91K 201.58K 155.34K 138.02K —
UBS Group AG 92.93K 537.79K 823.34K 8.58K 210.92K 37.54K 66.69K 5.21K — 7.67K —
BlackRock Inc 34.05K 6.13K — — — — — — — — —
Bank of America Corp 25.23K — 398 326 650 631 577 391 376 213 —
Northern Trust Corp 19.37K 193.25K 75.41K 43.85K 43.85K 43.85K 43.85K 43.85K 43.85K 38.07K —
Wells Fargo & Co 150 2.50K 1.00K 1.00K 1.00K 1.00K 1.00K 1.00K 1.00K 1.16K —
Citigroup Inc 17 32.37K 1 — — — — — — — —
Citadel Advisors — — 189.73K — — — 61.27K — 12.34K 44.08K —
Morgan Stanley — — — 27.23K 34.83K 69.83K 70.01K — — — —
Goldman Sachs Group — 22.75K — — — — — — — 54.02K 12.45K
Vanguard Group — — 1.08M 1.08M 574.88K 545.68K 15.47K 15.47K 15.47K 13.94K —
JPMorgan Chase & Co — — — — — 49 214 55 — — —
Millennium Management — — — — — — — 39.23K 118.32K 134.24K —

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