MOBILEYE GLOBAL INC MBLY
COMMON CLASS A · Common Stock · CUSIP 60741F104 · ISIN US60741F1049
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersJerusalem, United States
- Founded2022
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($722.1k this quarter). Holder counts are more reliable. Shares outstanding: 216.0m as of 2025-10-15, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.47. Options: 23 managers hold calls ($132.9m notional), 18 hold puts ($113.4m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 148 |
| Q1 2023 | 184 |
| Q2 2023 | 233 |
| Q3 2023 | 249 |
| Q4 2023 | 256 |
| Q1 2024 | 266 |
| Q2 2024 | 254 |
| Q3 2024 | 248 |
| Q4 2024 | 258 |
| Q1 2025 | 255 |
| Q2 2025 | 269 |
| Q3 2025 | 310 |
| Q4 2025 | 299 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 182 | 145 |
| Q2 2024 | 144 | 137 |
| Q3 2024 | 161 | 140 |
| Q4 2024 | 132 | 146 |
| Q1 2025 | 138 | 133 |
| Q2 2025 | 145 | 126 |
| Q3 2025 | 200 | 99 |
| Q4 2025 | 146 | 171 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $173.6m | $168.4m | 0.97 |
| Q2 2025 | $259.4m | $180.3m | 0.70 |
| Q3 2025 | $191.0m | $142.6m | 0.75 |
| Q4 2025 | $132.9m | $113.4m | 0.85 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +4.7m |
| Engineers Gate Manager LP | Added | +2.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.1m |
| Pacer Advisors, Inc. | New | +1.5m |
| Walleye Capital LLC | Added | +1.3m |
| ExodusPoint Capital Management, LP | Added | +1.0m |
| Woodline Partners LP | Added | +874.2k |
| BlackRock, Inc. | Added | +788.8k |
| SG Americas Securities, LLC | Added | +701.2k |
| DNB Asset Management AS | Added | +658.6k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -3.4m |
| ROYAL BANK OF CANADA | Reduced | -2.9m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -2.9m |
| Balyasny Asset Management L.P. | Reduced | -2.5m |
| CITADEL ADVISORS LLC | Reduced | -2.5m |
| SEVEN GRAND MANAGERS, LLC | Sold out | -2.0m |
| Invesco Ltd. | Reduced | -1.4m |
| Electron Capital Partners, LLC | Sold out | -1.3m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $26.9m2.6m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $17.7m1.7m shares |
| PEAK6 LLC | Reduced | $17.0m1.6m shares |
| BARCLAYS PLC | Added | $13.6m1.3m shares |
| CITADEL ADVISORS LLC | Added | $13.4m1.3m shares |
| GROUP ONE TRADING LLC | Added | $8.9m854.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $8.2m784.2k shares |
| IMC-Chicago, LLC | Added | $6.5m620.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.0m474.6k shares |
| Balyasny Asset Management L.P. | Reduced | $4.7m450.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $24.8m2.4m shares |
| CITADEL ADVISORS LLC | Reduced | $18.4m1.8m shares |
| JANE STREET GROUP, LLC | Added | $14.2m1.4m shares |
| PEAK6 LLC | Added | $8.8m843.8k shares |
| IMC-Chicago, LLC | Added | $8.3m799.3k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $7.9m752.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.4m425.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.4m422.3k shares |
| Walleye Trading LLC | Reduced | $3.8m368.2k shares |
| BARCLAYS PLC | Added | $3.8m359.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| INTEL CORP 13G · exempt (held before listing) filed 2025-11-06 | 79.8% |
Shashua Amnon
13D · may seek influence
new · filed 2026-02-10
Stated purposeAs described in Item 3 above, which description is incorporated herein by reference in answer to this Item 4, this Schedule 13D is being filed in connection with the consideration received under the Share Purchase Agreement. Full filing |
7.3% |
| BARCLAYS PLC 13G · institution new · filed 2025-08-12 | 5.8% |
Fell to 5% or below in the last year: MANULIFE FINANCIAL CORP (4.2%, 2026-05-15), BAILLIE GIFFORD & CO (3.4%, 2026-02-09), Point72 Asset Management, L.P. (2.8%, 2025-11-14)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 2 | $124.0k | 0 | — | — |
| Q2 2024 | 1 | $100.4k | 0 | — | — |
| Q3 2024 | 2 | $10.5m | 0 | — | — |
| Q4 2024 | 1 | $100.8k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $1.1m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Intel Corp 72.08% of their portfolio | 50.0m $522.0m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio | 11.1m $115.9m | Reduced -993.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 8.9m $92.5m | Added +4.7m |
| BAILLIE GIFFORD & CO 0.06% of their portfolio | 7.4m $77.0m | Reduced -3.4m |
| BlackRock, Inc. 0.00% of their portfolio | 5.9m $62.0m | Added +788.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 5.7m $59.5m | Added +2.1m |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 4.7m $49.0m | Added +307.0k |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 4.5m $47.1m | Added +68.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 4.1m $43.0m | Reduced -1.2m |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 3.7m $39.0m | Reduced -459.8k |
| Engineers Gate Manager LP 0.44% of their portfolio | 3.6m $37.3m | Added +2.1m |
| DNB Asset Management AS 0.13% of their portfolio | 3.5m $36.6m | Added +658.6k |
| FIL Ltd 0.03% of their portfolio | 3.3m $34.9m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.2m $33.3m | Added +121.7k |
| UBS Group AG 0.01% of their portfolio | 3.0m $31.7m | Reduced -310.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.0m $31.1m | Added +513.1k |
| Harel Insurance Investments & Financial Services Ltd. 0.26% of their portfolio | 2.9m $30.1m | Unchanged |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 2.6m $27.6m | Added +428.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 2.3m $23.8m | Reduced -210.7k |
| MORGAN STANLEY 0.00% of their portfolio | 2.1m $22.0m | Reduced -793.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $22.0m | Added +77.6k |
| Burkehill Global Management, LP 1.38% of their portfolio | 2.0m $20.9m | Reduced -1.0m |
| Migdal Insurance & Financial Holdings Ltd. 0.18% of their portfolio | 2.0m $20.9m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.9m $20.1m | Reduced -102.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 1.8m $20.6m | Reduced -235.2k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 1.7m $17.8m | Added +643.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.6m $16.9m | Reduced -42.5k |
| Walleye Capital LLC 0.09% of their portfolio | 1.5m $15.8m | Added +1.3m |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 1.5m $15.5m | Reduced -51.6k |
| Pacer Advisors, Inc. 0.04% of their portfolio | 1.5m $15.3m | New |
| DAVENPORT & Co LLC 0.08% of their portfolio | 1.4m $14.9m | Reduced -347.5k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 1.3m $14.0m | Added +423.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $13.9m | Added +5.1k |
| Woodline Partners LP 0.05% of their portfolio | 1.3m $13.6m | Added +874.2k |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 1.2m $12.7m | Added +400.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.12% of their portfolio | 1.2m $12.6m | Added +29.9k |
| Phoenix Financial Ltd. 0.13% of their portfolio | 1.1m $11.6m | Added +122.0k |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 1.1m $11.4m | Added +1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 937.5k $9.8m | Reduced -77 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 919.5k $9.6m | Reduced -371.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 902.6k $9.4m | Added +291.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 900.0k $9.4m | Reduced -2.9m |
| CRAMER ROSENTHAL MCGLYNN LLC 0.59% of their portfolio | 878.2k $9.2m | Added +65.9k |
| Jump Financial, LLC 0.11% of their portfolio | 852.2k $8.9m | Reduced -309.5k |
| SG Americas Securities, LLC 0.01% of their portfolio | 841.6k $8.8m | Added +701.2k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.04% of their portfolio | 830.0k $8.7m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 808.1k $8.4m | Added +230.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 782.2k $8.2m | Reduced -150.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 723.2k $7.5m | Reduced -115.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 665.2k $6.9m | Reduced -2.5m |
| HRT FINANCIAL LP 0.03% of their portfolio | 662.0k $6.9m | Reduced -112.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 547.0k $5.7m | Reduced -826.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 501.7k $5.2m | Added +30.7k |
| Korea Investment CORP 0.01% of their portfolio | 501.5k $5.2m | New |
| Trexquant Investment LP 0.04% of their portfolio | 476.2k $5.0m | Reduced -84.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 445.5k $4.7m | Added +327.2k |
| BARCLAYS PLC 0.00% of their portfolio | 419.5k $4.4m | Added +88.3k |
| GSA CAPITAL PARTNERS LLP 0.37% of their portfolio | 412.5k $4.3m | Added +369.3k |
| IMC-Chicago, LLC 0.07% of their portfolio | 372.6k $3.9m | Added +144.4k |
| Prescott Group Capital Management, L.L.C. 0.34% of their portfolio | 351.5k $3.7m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 345.5k $3.6m | Added +318.3k |
| Portolan Capital Management, LLC 0.19% of their portfolio | 341.9k $3.6m | New |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 324.9k $3.4m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 324.8k $3.4m | Reduced -73.8k |
| Swiss National Bank 0.00% of their portfolio | 319.4k $3.3m | Added +16.3k |
| Aquatic Capital Management LLC 0.09% of their portfolio | 318.0k $3.3m | Added +63.6k |
| Covalis Capital LLP 0.26% of their portfolio | 313.2k $3.3m | Reduced -687.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 305.9k $3.2m | Reduced -2.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 299.4k $3.1m | Added +45.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 297.4k $3.1m | Reduced -2.9m |
| Skylands Capital, LLC 0.41% of their portfolio | 286.9k $3.0m | Added +53.9k |
| Walleye Trading LLC 0.05% of their portfolio | 284.3k $3.0m | Added +77.6k |
| Private Advisor Group, LLC 0.01% of their portfolio | 276.1k $2.9m | Reduced -38.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 272.8k $2.8m | Added +212.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 271.8k $2.8m | New |
| Quantbot Technologies LP 0.08% of their portfolio | 238.8k $2.5m | Reduced -329.8k |
| BCGM Wealth Management, LLC 0.63% of their portfolio | 235.3k $2.5m | Added +12.3k |
| Krane Funds Advisors LLC 0.08% of their portfolio | 221.8k $2.3m | Added +109.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 210.3k $2.2m | Added +31.3k |
| Taylor Frigon Capital Management LLC 1.07% of their portfolio | 202.7k $2.1m | Added +14.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 199.1k $2.1m | Added +114.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 198.4k $2.1m | Reduced -32.7k |
| HITE Hedge Asset Management LLC 0.13% of their portfolio | 195.0k $2.0m | Added +39.9k |
| SORA INVESTORS LLC 0.17% of their portfolio | 192.2k $2.0m | Reduced -135.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 187.2k $2.0m | Reduced -16.2k |
| LPL Financial LLC 0.00% of their portfolio | 179.6k $1.9m | Added +9.3k |
| Nuveen, LLC 0.00% of their portfolio | 176.3k $1.8m | Added +11.6k |
| Hillsdale Investment Management Inc. 0.05% of their portfolio | 174.9k $1.8m | Unchanged |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 165.3k $5.1m | Unchanged |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 163.1k $1.7m | New |
| Erste Asset Management GmbH 0.01% of their portfolio | 158.7k $1.7m | Reduced -100.5k |
| Qsemble Capital Management, LP 0.13% of their portfolio | 147.2k $1.5m | Added +8.6k |
| Slow Capital, Inc. 0.18% of their portfolio | 146.1k $1.5m | Reduced -65.8k |
| ARK Investment Management LLC 0.01% of their portfolio | 143.0k $1.5m | Added +22.1k |
| Intellectus Partners, LLC 0.28% of their portfolio | 141.1k $1.5m | Reduced -49.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 139.6k $1.5m | Unchanged |
| GROUP ONE TRADING LLC 0.04% of their portfolio | 133.2k $1.4m | Reduced -32.4k |
| WINTON GROUP Ltd 0.05% of their portfolio | 132.2k $1.4m | Reduced -470.8k |
| Legal & General Group Plc 0.00% of their portfolio | 131.6k $1.4m | Reduced -12.5k |
| Polianta Ltd 0.18% of their portfolio | 130.9k $1.4m | Added +29.1k |