GLOBALFOUNDRIES Inc. (GFS) — Institutional Holders, Q2 2026

444 institutional investment managers reported a GFS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $45.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

GFS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

140

Added to

161

Trimmed

91

Sold out

48

Biggest buyers

  1. FMRAdded · +5,790,213 sh+$477.2M
  2. PRICE T ROWE ASSOCIATESAdded · +3,921,799 sh+$323.2M
  3. VICTORY CAPITAL MANAGEMENTNew · +3,091,392 sh+$254.8M
  4. VOYA INVESTMENT MANAGEMENTNew · +2,028,929 sh+$167.2M
  5. JPMORGAN CHASEAdded · +1,687,959 sh+$139.1M

Biggest sellers

  1. Mubadala Investment PJSCTrimmed · -23,469,017 sh-$1.9B
  2. Slate Path CapitalSold out · -5,042,300 sh-$415.5M
  3. Ghisallo Capital ManagementSold out · -1,800,000 sh-$148.3M
  4. MORGAN STANLEYTrimmed · -1,546,847 sh-$127.5M
  5. MILLENNIUM MANAGEMENTTrimmed · -1,424,261 sh-$117.4M

GFS 13F holders ranked 1–100 of 444

Institutional investors reporting a position in GLOBALFOUNDRIES Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Mubadala Investment PJSC#1 · 399,573,756 sh$32.9B-5.5%
FMR#2 · 69,848,379 sh$5.8B+9.0%
JPMORGAN CHASE#3 · 6,755,889 sh$547.2M+33.3%
MARSHALL WACE, LLP#4 · 4,581,796 sh$377.6M-9.3%
PRICE T ROWE ASSOCIATES#5 · 3,985,630 sh$328.5M+6144.0%
TWO SIGMA INVESTMENTS#6 · 3,417,505 sh$281.6M+27.8%
BlackRock#7 · 3,174,851 sh$261.6M+2.8%
VICTORY CAPITAL MANAGEMENT#8 · 3,091,392 sh$254.8MNew
MORGAN STANLEY#9 · 3,089,845 sh$254.6M-33.4%
BESSEMER GROUP#10 · 2,819,858 sh$232.4M+0.2%
CITADEL ADVISORS#11 · 2,548,013 sh$210.0M+26.0%
JANE STREET GROUP#12 · 2,349,749 sh$193.6M+22.4%
AQR CAPITAL MANAGEMENT#13 · 2,119,474 sh$174.5M-34.3%
Invesco Ltd.#14 · 2,097,782 sh$172.9M+143.5%
VOYA INVESTMENT MANAGEMENT#15 · 2,028,929 sh$166.9MNew
MILLENNIUM MANAGEMENT#16 · 1,758,834 sh$144.9M-44.7%
Phoenix Financial Ltd.#17 · 1,313,102 sh$108.4M+18.9%
DIMENSIONAL FUND ADVISORS#18 · 1,313,532 sh$108.2M-2.0%
GEODE CAPITAL MANAGEMENT#19 · 1,238,297 sh$102.0M+13.5%
STATE STREET#20 · 1,230,462 sh$101.6M+0.7%
Qube Research & Technologies Ltd#21 · 1,212,509 sh$99.9M+13.6%
GOLDMAN SACHS GROUP#22 · 1,157,443 sh$95.4M-50.3%
FRED ALGER MANAGEMENT#23 · 1,067,264 sh$88.1MNew
UBS Group AG#24 · 1,019,866 sh$84.0M+18.2%
Mirae Asset Global Investments , Ltd.#25 · 831,522 sh$68.5M+31.0%
BALYASNY ASSET MANAGEMENT L.P.#26 · 783,319 sh$64.6M-41.7%
Squarepoint Ops#27 · 766,375 sh$63.2M-48.7%
NORGES BANK#28 · 732,804 sh$60.4M—
NOMURA ASSET MANAGEMENT INTERNATIONAL#29 · 719,787 sh$59.3M-15.9%
Alyeska Investment Group, L.P.#30 · 659,990 sh$54.4MNew
BNP PARIBAS FINANCIAL MARKETS#31 · 658,042 sh$54.2M+147.8%
FIRST ADVISORS#32 · 587,363 sh$48.4M+121.8%
Ceredex Value Advisors#33 · 565,071 sh$46.6MNew
HEALTHCARE OF ONTARIO PENSION PLAN FUND#34 · 518,500 sh$42.7M-27.5%
Neuberger Berman Group#35 · 504,331 sh$41.6MNew
ADAGE CAPITAL PARTNERS GP, L.L.C.#36 · 500,000 sh$41.2M-44.4%
Alta Park Capital#37 · 471,201 sh$38.8MNew
TUDOR INVESTMENT ET AL#38 · 459,322 sh$37.9M+2178.5%
CANADA PENSION PLAN INVESTMENT BOARD#39 · 429,810 sh$35.4M-36.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT#40 · 414,646 sh$34.2M-10.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#41 · 411,923 sh$33.9M+526.7%
Legal & General Group Plc#42 · 384,648 sh$31.7M-4.3%
FIL Ltd#43 · 380,314 sh$31.3MNew
WELLINGTON MANAGEMENT GROUP LLP#44 · 331,221 sh$27.3M-48.7%
Bank of New York Mellon#45 · 304,620 sh$25.1M+57.1%
Focus Partners Wealth#46 · 301,429 sh$24.8M+2172.0%
Nuveen#47 · 272,726 sh$22.5M+15.3%
APPLETON PARTNERS#48 · 272,241 sh$22.4M+1.3%
VANGUARD PORTFOLIO MANAGEMENT#49 · 270,888 sh$22.3M+6.3%
Senvest Management#50 · 260,408 sh$21.5MNew
D. E. Shaw#51 · 255,261 sh$21.0M+195.2%
SEVEN GRAND MANAGERS#52 · 250,000 sh$20.6M0.0%
BANK OF AMERICA#53 · 248,485 sh$20.5M-71.6%
NORTHERN#54 · 244,384 sh$20.1M+7.7%
Jain Global#55 · 240,030 sh$19.8M-17.1%
Select Equity Group, L.P.#56 · 231,783 sh$19.1M+20.7%
Gotham Asset Management#57 · 230,167 sh$19.0M+14.4%
Walleye Capital#58 · 230,148 sh$19.0M+17.9%
Man Group plc#59 · 222,956 sh$18.4M+30.4%
Russell Investments Group, Ltd.#60 · 220,098 sh$18.1M+1738.3%
VANGUARD ASSET MANAGEMENT, Ltd#61 · 217,324 sh$17.9M+23.0%
CITIGROUP#62 · 214,201 sh$17.7M-19.2%
WORLDQUANT MILLENNIUM ADVISORS#63 · 201,684 sh$16.6M+753.2%
3G Capital Partners#64 · 200,000 sh$16.5MNew
Harel Insurance Investments & Financial Services Ltd.#65 · 196,100 sh$16.2MNew
NATIXIS#66 · 192,889 sh$15.9M+9.2%
NISSAY ASSET MANAGEMENT /JAPAN#67 · 191,519 sh$15.8M+40.5%
Amundi#68 · 190,045 sh$15.7M+385.0%
ACADIAN ASSET MANAGEMENT#69 · 188,530 sh$15.5MNew
ArrowMark Colorado#70 · 184,546 sh$15.2M-77.8%
ROYAL BANK OF CANADA#71 · 183,107 sh$15.1M+2842.9%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#72 · 168,629 sh$13.9M-12.3%
ALLIANCEBERNSTEIN L.P.#73 · 297,503 sh$13.2M+0.3%
Krane Funds Advisors#74 · 144,942 sh$11.9MNew
TORONTO DOMINION BANK#75 · 120,121 sh$9.9MNew
VANGUARD CAPITAL MANAGEMENT#76 · 118,536 sh$9.8M+12.1%
WELLS FARGO & COMPANY#77 · 115,635 sh$9.5M+124.0%
LPL Financial#78 · 115,052 sh$9.5M+112.8%
Old West Investment Management#79 · 113,860 sh$9.4M-24.7%
KORNITZER CAPITAL MANAGEMENT#80 · 107,665 sh$8.9MNew
Voleon Capital Management#81 · 106,494 sh$8.8MNew
Delta Global Management#82 · 104,101 sh$8.6M-73.4%
RHUMBLINE ADVISERS#83 · 102,762 sh$8.5M-1.2%
HRT FINANCIAL#84 · 105,855 sh$8.2M-80.5%
AMERIPRISE FINANCIAL#85 · 93,736 sh$7.7M+4309.0%
Catalyst Funds Management Pty Ltd#86 · 90,398 sh$7.4M+106.9%
RAYMOND JAMES FINANCIAL#87 · 89,231 sh$7.4M+41.0%
BARCLAYS PLC#88 · 81,764 sh$6.7M-17.3%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#89 · 79,446 sh$6.5M-1.5%
Mariner#90 · 72,046 sh$5.9M-9.7%
Walleye Trading#91 · 71,856 sh$5.9M-87.1%
PINNBROOK CAPITAL MANAGEMENT#92 · 71,600 sh$5.9MNew
Hel Ved Capital Management Ltd#93 · 70,700 sh$5.8MNew
SEI INVESTMENTS#94 · 65,541 sh$5.4M+35.8%
SummitTX Capital, L.P.#95 · 62,642 sh$5.2M+199.7%
AMERICAN CENTURY COMPANIES#96 · 62,568 sh$5.2M+104.2%
Potrero Capital Research#97 · 61,056 sh$5.0MNew
Alight Capital Management#98 · 60,000 sh$4.9MNew
TRUIST FINANCIAL#99 · 59,991 sh$4.9MNew
Sumitomo Mitsui#100 · 59,687 sh$4.9M+34.0%

Funds that sold out of GFS in Q2 2026 (48)

Held GFS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held GFS in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Slate Path Capital5,042,300 sh$224.3M
Ghisallo Capital Management1,800,000 sh$80.1M
Burkehill Global Management1,285,919 sh$57.2M
Junto Capital Management502,365 sh$22.3M
Atreides Management474,593 sh$21.1M
SOROS FUND MANAGEMENT444,362 sh$19.8M
KETTLE HILL CAPITAL MANAGEMENT252,534 sh$11.2M
DAVIDSON KEMPNER CAPITAL MANAGEMENT150,000 sh$6.7M
SORA INVESTORS149,880 sh$6.7M
SG Americas Securities143,991 sh$6.4M
PRINCIPAL FINANCIAL GROUP134,576 sh$6.0M
SIH Partners, LLLP128,210 sh$5.7M
Shade Tree Advisors118,750 sh$5.3M
FARALLON CAPITAL MANAGEMENT105,000 sh$4.7M
Boothe Investment Group77,458 sh$3.4M
Qsemble Capital Management73,678 sh$3.3M
Monashee Investment Management50,000 sh$2.2M
Havemeyer Place48,245 sh$2.1M
Polymer Capital Management (HK) LTD26,920 sh$1.2M
Grantham, Mayo, Van Otterloo20,800 sh$925.2K
AlphaGrep UK Ltd18,277 sh$813.0K
CSS14,935 sh$664.3K
Volterra Technologies10,884 sh$484.1K
ExodusPoint Capital Management10,577 sh$470.5K
INCEPTIONR9,864 sh$438.8K
Neo Ivy Capital Management9,078 sh$403.8K
Concurrent Investment Advisors6,596 sh$293.4K
Dakota Wealth Management6,587 sh$293.0K
Focus Partners Advisor Solutions6,387 sh$284.0K
Western Wealth Management1,538 sh$68.4K
Global Assets Advisory1,200 sh$53.4K
Advisory Services Network884 sh$39.3K
NOMURA ASSET MANAGEMENT LTD690 sh$30.7K
Kemnay Advisory Services546 sh$24.3K
MAI Capital Management301 sh$13.4K
Root Financial Partners267 sh$11.9K
Golden State Equity Partners148 sh$6.6K
Wall Street Financial Group106 sh$4.7K
Quarry86 sh$3.8K
Wealth Preservation Advisors55 sh$2.4K
Aspect Partners51 sh$2.3K
Steward Partners Investment Advisory51 sh$2.3K
City State Bank50 sh$2.2K
Vermillion Wealth Management17 sh$756.00
Cassaday & Wealth Management15 sh$668.00
TWIN PEAKS WEALTH ADVISORS13 sh$578.00
Optiver Holding B.V.3 sh$133.00
CURIO WEALTH2 sh$89.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.