MBLY
Mobileye Global Inc. · Consumer Cyclical · Auto - Parts
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +20.1% · net new positions -5.3% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q2 2025 | 17 | -1 | 38.04M | $683.90M | — | −1 |
| Q1 2025 | 15 | +2 | 33.13M | $476.90M | +2 | — |
| Q4 2024 | 13 | 0 | 31.44M | $626.39M | — | — |
| Q3 2024 | 12 | +1 | 28.76M | $394.07M | +2 | −1 |
| Q2 2024 | 11 | — | 32.17M | $903.42M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 10.81M | -20.1% | $152.63M | 0.1% | ▼ Trim | 6 | SEC ↗ ×4 |
| 2 | Renaissance Technologies ✦ | 5.32M | +78.6% | $75.07M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.15M | +117.9% | $72.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 4 | Two Sigma Investments ✦ | 4.38M | +131.9% | $61.90M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 4.19M | +7.0% | $59.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 4.14M | — | $58.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 3.63M | +59.2% | $51.19M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 3.12M | +256.3% | $44.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | The Vanguard Group ✦ (passive) | 3.07M | +65.5% | $43.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Morgan Stanley ✦ | 2.91M | — | $41.02M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 11 | PRIMECAP Management ✦ | 2.22M | -0.8% | $31.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 2.03M | +60.0% | $28.66M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | D. E. Shaw & Co. ✦ | 1.66M | -52.1% | $23.49M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 1.37M | — | $19.40M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 15 | State Street Global Advisors ✦ (passive) | 1.32M | +48.6% | $18.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Coatue Management ✦ | 226.56K | 0.0% | $3.20M | 0.0% | Held | 3 | SEC ↗ |
| 17 | ARK Investment Management ✦ | 120.89K | -11.8% | $1.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 52.25K | +34.0% | $738,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 12.16K | +55.0% | $171,690 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $1.25M | 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