GFSNasdaqSemiconductors & Related DevicesFiscal year ends December 31
GLOBALFOUNDRIES Inc.
Financials through Q4 FY2025, quarter ended Dec 31, 2025Last filing: 20-F on Feb 27, 2026
$46.11−0.57 (-1.22%)
Close on Oct 19, 2026
- Market cap
- $25.87B
- P/E (TTM)
- 29.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.2%
546M of 556M shares
Institutional holders
442
144 new, 47 sold out
Net institutional buying
-17M
In Q2 2026
Insider trades, 12 months
1 buys · 46 sales
Net sold $3.77M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 69,848,380 | 12.70% | 13G (passive) amendment | Jun 30, 2026 |
| Mamoura Diversified Global Holding PJSC | 423,042,773 | 77.05% | 13G (passive) amendment | Mar 31, 2026 |
| Mubadala Technology Investments (Mubadala Technology) LLC | 399,573,756 | 72.82% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GFS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Mubadala Investment Co PJSC | 399,573,756 | 71.88% | $32.93B | −23,469,017 | 94.70% |
| FMR LLC | 69,848,379 | 12.57% | $5.76B | +5,790,213 | 0.25% |
| JPMorgan Chase & Co | 6,755,889 | 1.22% | $547.23M | +1,687,959 | 0.03% |
| Marshall Wace, Llp | 4,581,796 | 0.82% | $377.59M | −469,852 | 0.30% |
| Price T Rowe Associates Inc /Md/ | 3,985,630 | 0.72% | $328.46K | +3,921,799 | 0.03% |
| Two Sigma Investments, LP | 3,417,505 | 0.61% | $281.64M | +743,208 | 0.20% |
| BlackRock, Inc. | 3,174,851 | 0.57% | $261.64M | +86,923 | 0.00% |
| Victory Capital Management Inc | 3,091,392 | 0.56% | $254.76M | New | 0.14% |
| Morgan Stanley | 3,089,845 | 0.56% | $254.63M | −1,546,847 | 0.01% |
| Bessemer Group Inc | 2,819,858 | 0.51% | $232.39K | +6,276 | 0.32% |
| Citadel Advisors LLC | 2,548,013 | 0.46% | $209.98M | +525,056 | 0.02% |
| Jane Street Group, LLC | 2,349,749 | 0.42% | $193.64M | +429,578 | 0.02% |
| Aqr Capital Management LLC | 2,119,474 | 0.38% | $174.45M | −1,105,509 | 0.06% |
| Invesco Ltd. | 2,097,782 | 0.38% | $172.88M | +1,236,372 | 0.01% |
| Voya Investment Management LLC | 2,028,929 | 0.36% | $166.94M | +2,019,978 | 0.14% |
| Millennium Management LLC | 1,758,834 | 0.32% | $144.95M | −1,424,261 | 0.05% |
| Dimensional Fund Advisors LP | 1,313,532 | 0.24% | $108.24M | −26,853 | 0.02% |
| Phoenix Holdings Ltd. | 1,313,102 | 0.24% | $108.37M | +208,328 | 0.74% |
| Geode Capital Management, LLC | 1,238,297 | 0.22% | $102.05M | +147,083 | 0.01% |
| State Street Corp | 1,230,462 | 0.22% | $101.55M | +8,083 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 442 | 546M | 98.2% | 144 / 162 | 92 / 47 | 31M | 48M |
| Q1 2026 | 351 | 563M | 100.0% | 86 / 146 | 72 / 49 | 42M | 40M |
| Q4 2025 | 319 | 562M | 100.0% | 92 / 101 | 93 / 56 | 24M | 21M |
| Q3 2025 | 287 | 559M | 100.0% | 56 / 113 | 84 / 64 | 19M | 9M |
| Q2 2025 | 298 | 549M | 98.8% | 75 / 119 | 72 / 32 | 8M | 11M |
| Q1 2025 | 259 | 552M | 99.3% | 44 / 104 | 85 / 51 | 11M | 14M |
| Q4 2024 | 268 | 555M | 99.8% | 44 / 94 | 95 / 40 | 12M | 8M |
| Q3 2024 | 270 | 551M | 99.1% | 45 / 104 | 86 / 38 | 9M | 25M |
| Q2 2024 | 266 | 571M | 100.0% | 43 / 118 | 74 / 30 | 16M | 7M |
| Q1 2024 | 257 | 561M | 100.0% | 40 / 96 | 84 / 44 | 13M | 9M |
| Q4 2023 | 261 | 557M | 100.0% | 42 / 103 | 77 / 36 | 477M | 6M |
| Q3 2023 | 255 | 87M | 15.6% | 33 / 112 | 71 / 31 | 11M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GFS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Victory Pioneer Fund | 1,305,594 | 0.23% | $107.59M | 0.96% | Jun 30, 2026 |
| Invesco Technology Fund | 917,351 | 0.17% | $45.86M | 1.82% | Jul 31, 2026 |
| Invesco PHLX Semiconductor ETF | 494,488 | 0.09% | $39.54M | 1.63% | May 31, 2026 |
| Invesco Summit Fund | 396,900 | 0.07% | $19.84M | 0.59% | Jul 31, 2026 |
| Invesco NASDAQ Next Gen 100 ETF | 286,964 | 0.05% | $22.95M | 2.07% | May 31, 2026 |
| iShares Russell 1000 Value ETF | 282,249 | 0.05% | $23.26M | 0.03% | Jun 30, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 228,552 | 0.04% | $11.43M | 0.02% | Jul 31, 2026 |
| iShares U.S. Technology ETF | 154,813 | 0.03% | $7.74M | 0.03% | Jul 31, 2026 |
| KraneShares Artificial Intelligence and Technology Public and Private ETF | 144,942 | 0.03% | $11.94M | 1.48% | Jun 30, 2026 |
| Dimensional U.S. Marketwide Value ETF | 139,535 | 0.03% | $6.98M | 0.05% | Jul 31, 2026 |
| Vanguard Growth And Income Fund | 138,285 | 0.02% | $11.40M | 0.06% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 136,238 | 0.02% | $6.81M | 0.25% | Jul 31, 2026 |
| Science & Technology Trust | 112,200 | 0.02% | $9.25M | 0.59% | Jun 30, 2026 |
| Buffalo Small Cap Growth Fund | 106,155 | 0.02% | $8.75M | 1.87% | Jun 30, 2026 |
| Invesco V.I. Technology Fund | 105,058 | 0.02% | $8.66M | 2.49% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy Graham Breen | Chief Executive Officer, Director | 114,515 | 0.02% | Mar 18, 2026 |
| Pradheepa Raman | Chief People Officer | 0 | – | Sep 29, 2026 |
| Samak L. Azar | Chief Legal Officer | 9,129 | 0.00% | Sep 25, 2026 |
| Gregory Johnson Pedersen | Chief Accounting Officer | 15,212 | 0.00% | Aug 4, 2026 |
| Michael James Hogan | Chief Strategy Officer | 1 | 0.00% | Jul 24, 2026 |
| Samuel Vicari | Chief Customer Officer | 0 | – | May 13, 2026 |
| Pradip Singh Hardip Singh | Chief Manufacturing Officer | 51,764 | 0.01% | May 5, 2026 |
| Sam Franklin | Chief Financial Officer | 95,642 | 0.02% | Mar 18, 2026 |
| Camilla Languille | Director | 11,223 | 0.00% | Sep 10, 2026 |
| David M. Kerko | Director | 68,825 | 0.01% | Jul 31, 2026 |
| Marc Antaki | Director | 9,202 | 0.00% | Jul 31, 2026 |
| Jack R. Lazar | Director | 28,094 | 0.01% | Jul 31, 2026 |
| Carlos Antoine Obeid | Director | 19,455 | 0.00% | Jul 31, 2026 |
| - Rao Bobby Satyadev Yerramilli | Director | 3,291 | 0.00% | Jul 31, 2026 |
| Glenda Dorchak | Director | 3,291 | 0.00% | Jul 31, 2026 |
| Samer Halawa | Director | 13,713 | 0.00% | Jul 30, 2026 |
| Ganesh Moorthy | Director | 14,347 | 0.00% | Jul 30, 2026 |
| Thomas Caulfield | Director | 188,256 | 0.03% | May 5, 2026 |
| Martin L. Edelman | Director | 5,567 | 0.00% | Mar 17, 2026 |
| Elissa Murphy | Director | 5,567 | 0.00% | Mar 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Pradheepa Raman Chief People Officer | Sep 28, 2026 | Sale(10b5-1 plan) | −2,145 | $48.83 | $104.74K | 0 |
| Pradheepa Raman Chief People Officer | Sep 25, 2026 | Tax withholding | −2,222 | $49.00 | $108.88K | 2,145 |
| Samak L. Azar Chief Legal Officer | Sep 24, 2026 | Sale(10b5-1 plan) | −335 | $45.72 | $15.32K | 9,129 |
| Samak L. Azar Chief Legal Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −335 | $44.87 | $15.03K | 9,464 |
| Samak L. Azar Chief Legal Officer | Sep 10, 2026 | Sale(10b5-1 plan) | −335 | $44.83 | $15.02K | 9,799 |
| Camilla Languille Director | Sep 8, 2026 | Tax withholding | −1,571 | $45.21 | $71.02K | 11,223 |
| Samak L. Azar Chief Legal Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −335 | $43.24 | $14.49K | 10,134 |
| Samak L. Azar Chief Legal Officer | Aug 27, 2026 | Sale(10b5-1 plan) | −335 | $46.75 | $15.66K | 10,469 |
| Samak L. Azar Chief Legal Officer | Aug 20, 2026 | Sale(10b5-1 plan) | −335 | $48.38 | $16.21K | 10,804 |
| Pradheepa Raman Chief People Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −6,760 | $51.12 | $345.57K | 0 |
| Samak L. Azar Chief Legal Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −335 | $52.62 | $17.63K | 11,139 |
| Samak L. Azar Chief Legal Officer | Aug 6, 2026 | Sale(10b5-1 plan) | −335 | $48.29 | $16.18K | 11,474 |
| Gregory Johnson Pedersen Chief Accounting Officer | Jul 31, 2026 | Tax withholding | −761 | $49.89 | $37.97K | 15,212 |
| Gregory Johnson Pedersen Chief Accounting Officer | Jul 31, 2026 | Tax withholding | −1,268 | $49.89 | $63.26K | 12,850 |
| Samak L. Azar Chief Legal Officer | Jul 30, 2026 | Sale(10b5-1 plan) | −335 | $48.93 | $16.39K | 11,809 |
| Camilla Languille Director | Jul 29, 2026 | Tax withholding | −1,671 | $49.02 | $81.91K | 7,559 |
| Carlos Antoine Obeid Director | Jul 29, 2026 | Tax withholding | −1,671 | $49.02 | $81.91K | 19,455 |
| Marc Antaki Director | Jul 29, 2026 | Tax withholding | −1,671 | $49.02 | $81.91K | 9,202 |
| Samer Halawa Director | Jul 28, 2026 | Award | +3,291 | – | – | 13,713 |
| Ganesh Moorthy Director | Jul 28, 2026 | Award | +3,291 | – | – | 14,347 |
| - Rao Bobby Satyadev Yerramilli Director | Jul 28, 2026 | Award | +3,291 | – | – | 8,858 |
| - Rao Bobby Satyadev Yerramilli Director | Jul 28, 2026 | Award | +1,861 | – | – | 22,585 |
| Jack R. Lazar Director | Jul 28, 2026 | Award | +3,291 | – | – | 8,858 |
| David M. Kerko Director | Jul 28, 2026 | Award | +3,291 | – | – | 8,858 |
| Glenda Dorchak Director | Jul 28, 2026 | Award | +3,291 | – | – | 8,858 |
| Marc Antaki Director | Jul 28, 2026 | Award | +3,291 | – | – | 14,829 |
| Marc Antaki Director | Jul 28, 2026 | Award | +1,610 | – | – | 5,789 |
| Marc Antaki Director | Jul 28, 2026 | Tax withholding | −483 | $53.18 | $25.69K | 5,306 |
| Camilla Languille Director | Jul 28, 2026 | Award | +3,291 | – | – | 14,093 |
| Carlos Antoine Obeid Director | Jul 28, 2026 | Award | +3,291 | – | – | 8,858 |
| Carlos Antoine Obeid Director | Jul 28, 2026 | Award | +1,431 | – | – | 15,989 |
| Carlos Antoine Obeid Director | Jul 28, 2026 | Tax withholding | −430 | $53.18 | $22.87K | 15,559 |
| Samak L. Azar Chief Legal Officer | Jul 23, 2026 | Sale(10b5-1 plan) | −335 | $57.12 | $19.14K | 12,144 |
| Michael James Hogan Chief Strategy Officer | Jul 22, 2026 | Gift | −100 | – | – | 1 |
| Michael James Hogan Chief Strategy Officer | Jul 22, 2026 | Sale(10b5-1 plan) | −707 | $57.81 | $40.87K | 101 |
| Glenda Dorchak Director | Jul 20, 2026 | Sale(10b5-1 plan) | −4,000 | $58.22 | $232.88K | 14,867 |
| Samak L. Azar Chief Legal Officer | Jul 16, 2026 | Sale(10b5-1 plan) | −335 | $59.18 | $19.83K | 12,479 |
| Michael James Hogan Chief Strategy Officer | Jul 15, 2026 | Buy | +12.5 | $61.41 | $768 | 808 |
| Samak L. Azar Chief Legal Officer | Jul 9, 2026 | Sale(10b5-1 plan) | −335 | $70.90 | $23.75K | 12,814 |
| Michael James Hogan Chief Strategy Officer | Jul 9, 2026 | Sale(10b5-1 plan) | −500 | $70.90 | $35.45K | 795 |
| Michael James Hogan Chief Strategy Officer | Jul 8, 2026 | Gift | −100 | – | – | 1,295 |
| Michael James Hogan Chief Strategy Officer | Jul 8, 2026 | Sale(10b5-1 plan) | −2,200 | $65.90 | $144.98K | 1,395 |
| Samak L. Azar Chief Legal Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −335 | $77.36 | $25.92K | 13,149 |
| Samak L. Azar Chief Legal Officer | Jun 25, 2026 | Sale(10b5-1 plan) | −335 | $87.02 | $29.15K | 13,484 |
| Michael James Hogan Chief Strategy Officer | Jun 24, 2026 | Gift | −150 | – | – | 3,595 |
| Michael James Hogan Chief Strategy Officer | Jun 24, 2026 | Sale(10b5-1 plan) | −2,800 | $83.53 | $233.88K | 3,745 |
| Samak L. Azar Chief Legal Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −335 | $83.35 | $27.92K | 13,819 |
| Samak L. Azar Chief Legal Officer | Jun 11, 2026 | Sale(10b5-1 plan) | −335 | $77.00 | $25.80K | 14,154 |
| Michael James Hogan Chief Strategy Officer | Jun 10, 2026 | Sale(10b5-1 plan) | −2,800 | $75.17 | $210.48K | 6,695 |
| Michael James Hogan Chief Strategy Officer | Jun 10, 2026 | Gift | −150 | – | – | 6,545 |
| Samak L. Azar Chief Legal Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −335 | $82.00 | $27.47K | 14,489 |
| Samak L. Azar Chief Legal Officer | May 28, 2026 | Sale(10b5-1 plan) | −335 | $80.90 | $27.10K | 14,824 |
| Michael James Hogan Chief Strategy Officer | May 27, 2026 | Gift | −150 | – | – | 9,495 |
| Michael James Hogan Chief Strategy Officer | May 27, 2026 | Sale(10b5-1 plan) | −2,800 | $82.88 | $232.06K | 9,645 |
| Samak L. Azar Chief Legal Officer | May 21, 2026 | Sale(10b5-1 plan) | −335 | $77.99 | $26.13K | 15,159 |
| Samak L. Azar Chief Legal Officer | May 14, 2026 | Sale(10b5-1 plan) | −500 | $74.82 | $37.41K | 15,494 |
| Michael James Hogan Chief Strategy Officer | May 13, 2026 | Gift | −150 | – | – | 12,445 |
| Michael James Hogan Chief Strategy Officer | May 13, 2026 | Sale(10b5-1 plan) | −2,800 | $74.64 | $208.99K | 12,595 |
| Samuel Vicari Chief Customer Officer | May 11, 2026 | Sale | −8,692 | $75.62 | $657.29K | 0 |
| Samak L. Azar Chief Legal Officer | May 7, 2026 | Sale(10b5-1 plan) | −500 | $72.19 | $36.10K | 15,994 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Glenda Dorchak Director | Jul 20, 2026 | 4,000 | $232.88K | Jul 20, 2026 | Restricted Stock Vesting |
| Technology Investment Company Mubadala Affiliate | May 26, 2026 | 22,000,000 | $1.98B | May 26, 2026 | Shares acquired prior to the Issuer's initial public offering |
| Glenda Dorchak Director | Apr 20, 2026 | 4,000 | $233.84K | Apr 20, 2026 | Restricted Stock Vesting |
| Glenda Dorchak Director | Jan 21, 2026 | 4,000 | $184.00K | Jan 21, 2026 | Restricted Stock Vesting |
| Glenda Dorchak Director | Dec 2, 2025 | 4,000 | $143.96K | Dec 2, 2025 | Open Market Purchase |
| Martin L. Edelman Director | Oct 2, 2024 | 4,866 | $188.61K | Oct 2, 2024 | Restricted Stock Vesting |
| Martin L. Edelman Director | Aug 7, 2024 | 1,823 | $80.81K | Aug 7, 2024 | Restricted Stock Vesting |
| Glenda Dorchak Director | Jul 17, 2024 | 3,500 | $210.22K | Jul 17, 2024 | Open Market Purchase |
| Thomas Caulfield Officer, Director | Jul 12, 2024 | 24,372 | $1.34M | Jul 12, 2024 | Stock Option Exercise |
| Thomas Caulfield Officer, Director | Jul 11, 2024 | 25,628 | $1.41M | Jul 11, 2024 | Stock Option Exercise |
| Thomas Caulfield Officer, Director | Jul 10, 2024 | 50,000 | $2.75M | Jul 10, 2024 | Stock Option Exercise |
| Martin L. Edelman Director | Jul 10, 2024 | 1,280 | $70.40K | Jul 10, 2024 | Stock Option Exercise |
| Glenda Dorchak Director | Mar 15, 2024 | 5,500 | $286.55K | Mar 15, 2024 | Restricted Stock Vesting |
| David Reeder Officer | Feb 16, 2024 | 5,500 | $298.49K | Feb 16, 2024 | Option Granted - 08/10/2020 |
| David Reeder Officer | Feb 16, 2024 | 27,411 | $1.48M | Feb 16, 2024 | Stock Option Exercise |