MBLY
Mobileye Global Inc. · Consumer Cyclical · Auto - Parts
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow -10.6% ·
net new positions +8.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.66M | $19.63M | n/a | n/a |
| Q2 2026 | 100 | +1 | 107.53M | $1.04B | +8 | −9 |
| Q1 2026 | 104 | +3 | 105.28M | $723.88M | +12 | −9 |
| Q4 2025 | 101 | 0 | 101.97M | $1.07B | +1 | −1 |
| Q3 2025 | 19 | 0 | 55.72M | $786.79M | n/a | −1 |
| Q2 2025 | 17 | -1 | 38.04M | $683.90M | n/a | −1 |
| Q1 2025 | 15 | +2 | 33.13M | $476.90M | +2 | n/a |
| Q4 2024 | 13 | 0 | 31.44M | $626.39M | n/a | n/a |
| Q3 2024 | 12 | +1 | 28.76M | $394.07M | +2 | −1 |
| Q2 2024 | 11 | n/a | 32.17M | $903.42M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 15.64M | -1.0% | $214.20M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Norges Bank ✦ (passive) | 4.85M | -47.6% | $66.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Millennium Management ✦ | 2.18M | -23.4% | $29.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | PRIMECAP Management ✦ | 1.76M | -8.5% | $24.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.43M | +24.2% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 1.18M | New | $16.21M | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 756.38K | +150.6% | $10.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 413.71K | +23.1% | $5.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Marshall Wace ✦ | 233.32K | +51.1% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 219.74K | New | $3.01M | 0.0% | New | 1 | SEC ↗ |
| 11 | ARK Investment Management ✦ | 74.88K | +7.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 22.20K | -7.5% | $305,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $16.21M | 0.0% |
| Two Sigma Investments | $3.01M | 0.0% |
Exited
| Adage Capital Partners | $8.43M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 289 holders, 182.83M shares, $1.21B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 11.84K sh @ 8.46 · $100,175
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology