Mobileye Global Inc. (MBLY) — Institutional Holders, Q2 2026
297 institutional investment managers reported a MBLY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.8B. 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.
MBLY 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.
Biggest buyers
- MACKENZIE FINANCIALNew · +2,985,356 sh+$28.9M
- Assenagon Asset Management S.A.New · +2,419,739 sh+$23.4M
- Point72 Asset Management, L.P.Added · +1,991,742 sh+$19.3M
- Pacer AdvisorsNew · +1,433,206 sh+$13.9M
- Connor, Clark & Lunn Investment Management Ltd.Added · +1,111,171 sh+$10.8M
Biggest sellers
- BAILLIE GIFFORDSold out · -4,140,398 sh-$40.1M
- GOLDMAN SACHS GROUPTrimmed · -2,079,088 sh-$20.1M
- Alyeska Investment Group, L.P.Sold out · -1,613,389 sh-$15.6M
- CITIGROUPTrimmed · -1,271,391 sh-$12.3M
- Walleye CapitalTrimmed · -1,060,679 sh-$10.3M
MBLY 13F holders ranked 1–100 of 297
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | INTEL#1 · 50,000,000 sh | 50,000,000 | $484.0M | 77.99% | 0.0% |
| 2 | TWO SIGMA INVESTMENTS#2 · 10,216,964 sh | 10,216,964 | $98.9M | 0.07% | +3.3% |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#3 · 9,708,864 sh | 9,708,864 | $94.0M | 0.07% | -5.8% |
| 4 | GOLDMAN SACHS GROUP#4 · 7,180,555 sh | 7,180,555 | $69.5M | <0.01% | -22.5% |
| 5 | BlackRock#5 · 6,419,678 sh | 6,419,678 | $62.1M | <0.01% | +8.5% |
| 6 | Point72 Asset Management, L.P.#6 · 4,889,226 sh | 4,889,226 | $47.3M | 0.05% | +68.7% |
| 7 | UBS Group AG#7 · 4,488,574 sh | 4,488,574 | $43.4M | <0.01% | +19.8% |
| 8 | MORGAN STANLEY#8 · 3,839,755 sh | 3,839,755 | $37.2M | <0.01% | -4.4% |
| 9 | Harel Insurance Investments & Financial Services Ltd.#9 · 3,585,733 sh | 3,585,733 | $34.7M | 0.17% | 0.0% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 3,560,446 sh | 3,560,446 | $34.5M | 0.05% | +3.9% |
| 11 | PRIMECAP MANAGEMENT#11 · 3,417,080 sh | 3,417,080 | $33.1M | 0.02% | +6.9% |
| 12 | MACKENZIE FINANCIAL#12 · 2,985,356 sh | 2,985,356 | $28.9M | 0.03% | New |
| 13 | DnB Asset Management AS#13 · 2,582,803 sh | 2,582,803 | $25.0M | 0.07% | -5.8% |
| 14 | Assenagon Asset Management S.A.#14 · 2,419,739 sh | 2,419,739 | $23.4M | — | New |
| 15 | VICTORY CAPITAL MANAGEMENT#15 · 2,360,482 sh | 2,360,482 | $22.8M | 0.01% | -23.8% |
| 16 | GEODE CAPITAL MANAGEMENT#16 · 2,219,375 sh | 2,219,375 | $21.5M | <0.01% | +1.9% |
| 17 | BANK OF AMERICA#17 · 2,199,722 sh | 2,199,722 | $21.3M | <0.01% | +8.0% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#18 · 2,162,616 sh | 2,162,616 | $20.9M | <0.01% | -28.5% |
| 19 | MILLENNIUM MANAGEMENT#19 · 2,105,325 sh | 2,105,325 | $20.4M | <0.01% | -3.8% |
| 20 | DIMENSIONAL FUND ADVISORS#20 · 2,101,985 sh | 2,101,985 | $20.3M | <0.01% | -25.9% |
| 21 | STATE STREET#21 · 1,913,098 sh | 1,913,098 | $18.5M | <0.01% | +41.1% |
| 22 | VANGUARD CAPITAL MANAGEMENT#22 · 1,912,316 sh | 1,912,316 | $18.5M | <0.01% | +3.2% |
| 23 | M&G Plc#23 · 1,791,483 sh | 1,791,483 | $17.9M | 0.09% | -1.9% |
| 24 | Mitsubishi UFJ Asset Management , Ltd.#24 · 1,815,825 sh | 1,815,825 | $17.6M | <0.01% | +5.5% |
| 25 | Connor, Clark & Lunn Investment Management Ltd.#25 · 1,750,650 sh | 1,750,650 | $16.9M | 0.03% | +173.8% |
| 26 | BNP PARIBAS FINANCIAL MARKETS#26 · 1,673,935 sh | 1,673,935 | $16.2M | <0.01% | +16.9% |
| 27 | Engineers Gate Manager#27 · 1,624,153 sh | 1,624,153 | $15.7M | 0.20% | -23.1% |
| 28 | Pacer Advisors#28 · 1,433,206 sh | 1,433,206 | $13.9M | 0.04% | New |
| 29 | JANE STREET GROUP#29 · 1,416,332 sh | 1,416,332 | $13.7M | <0.01% | +175.0% |
| 30 | LOOMIS SAYLES & L P#30 · 1,336,066 sh | 1,336,066 | $12.9M | 0.02% | -8.6% |
| 31 | HRT FINANCIAL#31 · 1,707,730 sh | 1,707,730 | $12.6M | 0.03% | +29.8% |
| 32 | Walleye Capital#32 · 1,292,215 sh | 1,292,215 | $12.5M | 0.04% | -45.1% |
| 33 | WELLS FARGO & COMPANY#33 · 1,169,778 sh | 1,169,778 | $11.3M | <0.01% | -1.4% |
| 34 | Phoenix Financial Ltd.#34 · 1,101,000 sh | 1,101,000 | $10.7M | 0.07% | 0.0% |
| 35 | FIRST ADVISORS#35 · 1,083,335 sh | 1,083,335 | $10.5M | <0.01% | -6.0% |
| 36 | AQR CAPITAL MANAGEMENT#36 · 1,053,653 sh | 1,053,653 | $10.2M | <0.01% | +428.9% |
| 37 | Woodline Partners#37 · 1,029,450 sh | 1,029,450 | $10.0M | 0.03% | -18.3% |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT#38 · 983,313 sh | 983,313 | $9.5M | <0.01% | -1.5% |
| 39 | CITADEL ADVISORS#39 · 954,266 sh | 954,266 | $9.2M | <0.01% | -41.3% |
| 40 | Krane Funds Advisors#40 · 908,832 sh | 908,832 | $8.8M | 0.31% | +92.9% |
| 41 | VANGUARD FIDUCIARY#41 · 901,549 sh | 901,549 | $8.7M | <0.01% | +2.5% |
| 42 | Artisan Partners Limited Partnership#42 · 887,998 sh | 887,998 | $8.6M | 0.01% | -7.5% |
| 43 | CANADA PENSION PLAN INVESTMENT BOARD#43 · 841,200 sh | 841,200 | $8.1M | <0.01% | +873.6% |
| 44 | Longaeva Partners L.P.#44 · 832,200 sh | 832,200 | $8.1M | 0.18% | New |
| 45 | MENORA MIVTACHIM LTD.#45 · 830,000 sh | 830,000 | $8.0M | 0.03% | 0.0% |
| 46 | AMERIPRISE FINANCIAL#46 · 804,457 sh | 804,457 | $7.8M | <0.01% | +2.4% |
| 47 | RAYMOND JAMES FINANCIAL#47 · 784,076 sh | 784,076 | $7.6M | <0.01% | +1.0% |
| 48 | QSM Asset Management Ltd#48 · 764,003 sh | 764,003 | $7.0M | 3.63% | +25.0% |
| 49 | Portolan Capital Management#49 · 721,338 sh | 721,338 | $7.0M | 0.26% | +6.4% |
| 50 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#50 · 683,388 sh | 683,388 | $6.6M | <0.01% | +168.5% |
| 51 | KR Capital#51 · 665,610 sh | 665,610 | $6.4M | 0.64% | New |
| 52 | Private Advisor Group#52 · 616,020 sh | 616,020 | $6.0M | 0.03% | +74.2% |
| 53 | VANGUARD PORTFOLIO MANAGEMENT#53 · 606,797 sh | 606,797 | $5.9M | <0.01% | +51.3% |
| 54 | NORTHERN#54 · 546,699 sh | 546,699 | $5.3M | <0.01% | +5.3% |
| 55 | Man Group plc#55 · 475,210 sh | 475,210 | $4.6M | <0.01% | +269.7% |
| 56 | Walleye Trading#56 · 469,799 sh | 469,799 | $4.5M | <0.01% | -16.2% |
| 57 | SHARPEPOINT#57 · 467,888 sh | 467,888 | $4.5M | 2.27% | New |
| 58 | XTX Topco Ltd#58 · 435,516 sh | 435,516 | $4.2M | 0.05% | New |
| 59 | PEAK6#59 · 422,964 sh | 422,964 | $4.1M | <0.01% | -34.1% |
| 60 | BCGM Wealth Management#60 · 399,445 sh | 399,445 | $3.9M | 0.82% | +8.3% |
| 61 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#61 · 389,257 sh | 389,257 | $3.8M | <0.01% | +14.8% |
| 62 | MIRAE ASSET GLOBAL ETFS Ltd.#62 · 378,958 sh | 378,958 | $3.7M | <0.01% | +5.5% |
| 63 | IMC-Chicago#63 · 372,172 sh | 372,172 | $3.6M | <0.01% | -23.6% |
| 64 | JPMORGAN CHASE#64 · 408,565 sh | 408,565 | $3.5M | <0.01% | +134.0% |
| 65 | SG Americas Securities#65 · 355,615 sh | 355,615 | $3.4M | <0.01% | -65.8% |
| 66 | Lesa Sroufe#66 · 350,045 sh | 350,045 | $3.4M | 2.42% | New |
| 67 | LPL Financial#67 · 336,679 sh | 336,679 | $3.3M | <0.01% | +9.4% |
| 68 | Bank of New York Mellon#68 · 336,421 sh | 336,421 | $3.3M | <0.01% | +16.3% |
| 69 | Swiss National Bank#69 · 330,000 sh | 330,000 | $3.2M | <0.01% | +3.3% |
| 70 | BARCLAYS PLC#70 · 308,326 sh | 308,326 | $3.0M | <0.01% | -46.3% |
| 71 | STIFEL FINANCIAL#71 · 292,921 sh | 292,921 | $2.8M | <0.01% | -37.9% |
| 72 | Taylor Frigon Capital Management#72 · 284,206 sh | 284,206 | $2.8M | — | +40.8% |
| 73 | ARK Investment Management#73 · 281,104 sh | 281,104 | $2.7M | 0.02% | +38.9% |
| 74 | SCOTIA CAPITAL#74 · 272,633 sh | 272,633 | $2.6M | <0.01% | +10.8% |
| 75 | Schonfeld Strategic Advisors#75 · 270,666 sh | 270,666 | $2.6M | <0.01% | +53.8% |
| 76 | ExodusPoint Capital Management#76 · 268,306 sh | 268,306 | $2.6M | 0.02% | +141.0% |
| 77 | ROYAL BANK OF CANADA#77 · 260,056 sh | 260,056 | $2.5M | <0.01% | +15.9% |
| 78 | D. E. Shaw#78 · 255,241 sh | 255,241 | $2.5M | <0.01% | -43.0% |
| 79 | Headlands Technologies#79 · 250,372 sh | 250,372 | $2.4M | 0.26% | +314.1% |
| 80 | Janney Montgomery Scott#80 · 244,047 sh | 244,047 | $2.4M | <0.01% | +82.1% |
| 81 | CAPITAL FUND MANAGEMENT S.A.#81 · 236,438 sh | 236,438 | $2.3M | 0.01% | -14.2% |
| 82 | GSA CAPITAL PARTNERS LLP#82 · 233,922 sh | 233,922 | $2.3M | 0.14% | +46.5% |
| 83 | GROUP ONE TRADING, L.P.#83 · 224,928 sh | 224,928 | $2.2M | <0.01% | -48.5% |
| 84 | Hudson Bay Capital Management#84 · 221,642 sh | 221,642 | $2.1M | <0.01% | New |
| 85 | KBC Group NV#85 · 199,891 sh | 199,891 | $1.9M | — | 0.0% |
| 86 | Marex Group plc#86 · 199,839 sh | 199,839 | $1.9M | <0.01% | -36.6% |
| 87 | CITIGROUP#87 · 179,874 sh | 179,874 | $1.7M | <0.01% | -87.6% |
| 88 | Lighthouse Investment Partners#88 · 176,097 sh | 176,097 | $1.7M | 0.05% | New |
| 89 | SIMPLEX TRADING#89 · 167,092 sh | 167,092 | $1.6M | <0.01% | -49.3% |
| 90 | CIBC WORLD MARKET#90 · 163,162 sh | 163,162 | $1.6M | <0.01% | -0.2% |
| 91 | NANO CAP NEW MILLENNIUM GROWTH FUND L P#91 · 160,000 sh | 160,000 | $1.5M | 1.19% | +120.7% |
| 92 | Y-Intercept (Hong Kong) Ltd#92 · 159,348 sh | 159,348 | $1.5M | — | -26.9% |
| 93 | Toroso Investments#93 · 159,149 sh | 159,149 | $1.5M | <0.01% | +17.8% |
| 94 | Nuveen#94 · 154,433 sh | 154,433 | $1.5M | <0.01% | -8.1% |
| 95 | WINTON GROUP Ltd#95 · 147,700 sh | 147,700 | $1.4M | 0.05% | +185.7% |
| 96 | Sender & Partners#96 · 135,077 sh | 135,077 | $1.3M | 0.38% | +276.7% |
| 97 | LEVEL FOUR ADVISORY SERVICES#97 · 130,324 sh | 130,324 | $1.3M | 0.04% | -15.3% |
| 98 | HSBC PLC#98 · 130,953 sh | 130,953 | $1.2M | <0.01% | +138.5% |
| 99 | Intellectus Partners#99 · 123,540 sh | 123,540 | $1.2M | 0.21% | -8.9% |
| 100 | VANGUARD ASSET MANAGEMENT, Ltd#100 · 122,237 sh | 122,237 | $1.2M | <0.01% | +18.1% |
Funds that sold out of MBLY in Q2 2026 (57)
Held MBLY 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.
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.