MBLYNasdaqServices-Prepackaged SoftwareFiscal year ends December 27
Mobileye Global Inc.
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 23, 2026
$7.19−0.03 (-0.42%)
Close on Oct 19, 2026
- Market cap
- $5.88B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
73.9%
186M of 252M shares
Institutional holders
295
63 new, 56 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $198.81K
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 |
|---|---|---|---|---|
| Intel Corp | 655,268,015 | 79.80% | 13G (passive) amendment | Sep 30, 2025 |
| Steven A. Cohen | 6,246,097 | 6.20% | 13G (passive) amendment | Mar 31, 2025 |
| Barclays PLC | 5,811,249 | 5.78% | 13G (passive) | Jun 30, 2025 |
| Susquehanna Securities, LLC | 5,194,942 | 5.20% | 13G (passive) | Dec 31, 2024 |
| Point72 Asset Management, L.P. | 5,052,323 | 5.00% | 13G (passive) | Mar 5, 2025 |
| T. Rowe Price Investment Management, Inc. | 5,049,926 | 5.30% | 13G (passive) amendment | Mar 11, 2024 |
| Amnon Shashua | 17,779,501 | 7.30% | 13D (active) | Feb 3, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MBLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Intel Corp | 50,000,000 | 19.81% | $484.00M | – | 77.99% |
| Two Sigma Investments, LP | 10,216,964 | 4.05% | $98.90M | +326,574 | 0.07% |
| Manufacturers Life Insurance Company, The | 9,708,864 | 3.85% | $93.98M | −596,567 | 0.07% |
| Goldman Sachs Group Inc | 7,180,555 | 2.84% | $69.51M | −2,079,088 | 0.01% |
| BlackRock, Inc. | 6,419,678 | 2.54% | $62.14M | +502,499 | 0.00% |
| Point72 Asset Management, L.P. | 4,889,226 | 1.94% | $47.33M | +1,991,742 | 0.05% |
| Assenagon Asset Management S.A. | 4,839,478 | 1.92% | $46.85M | New | 0.03% |
| UBS Group AG | 4,488,574 | 1.78% | $43.45M | +741,502 | 0.01% |
| Morgan Stanley | 3,839,755 | 1.52% | $37.17M | −175,918 | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 3,585,733 | 1.42% | $34.71K | – | 0.17% |
| Renaissance Technologies LLC | 3,560,446 | 1.41% | $34.47M | +132,500 | 0.05% |
| Primecap Management Co/Ca/ | 3,417,080 | 1.35% | $33.08M | +219,900 | 0.02% |
| Mackenzie Financial Corp | 2,985,356 | 1.18% | $28.90M | +2,972,387 | 0.03% |
| DnB Asset Management AS | 2,582,803 | 1.02% | $25.00M | −159,615 | 0.07% |
| Victory Capital Management Inc | 2,360,482 | 0.94% | $22.85M | −738,665 | 0.01% |
| Geode Capital Management, LLC | 2,219,375 | 0.88% | $21.49M | +40,670 | 0.00% |
| Bank Of America Corp /De/ | 2,199,722 | 0.87% | $21.29M | +163,174 | 0.00% |
| Susquehanna International Group, Llp | 2,162,616 | 0.86% | $20.93M | −863,852 | 0.00% |
| Millennium Management LLC | 2,105,325 | 0.83% | $20.38M | −84,013 | 0.01% |
| Dimensional Fund Advisors LP | 2,101,985 | 0.83% | $20.32M | −736,535 | 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 | 295 | 186M | 73.9% | 63 / 107 | 81 / 56 | 25M | 23M |
| Q1 2026 | 293 | 184M | 73.0% | 70 / 115 | 72 / 71 | 35M | 40M |
| Q4 2025 | 299 | 192M | 76.2% | 63 / 92 | 107 / 66 | 26M | 36M |
| Q3 2025 | 310 | 205M | 81.3% | 83 / 122 | 61 / 41 | 113M | 13M |
| Q2 2025 | 268 | 105M | 41.8% | 65 / 84 | 77 / 49 | 19M | 20M |
| Q1 2025 | 254 | 106M | 42.0% | 49 / 90 | 84 / 51 | 28M | 21M |
| Q4 2024 | 257 | 99M | 39.2% | 69 / 75 | 91 / 55 | 23M | 15M |
| Q3 2024 | 247 | 92M | 36.6% | 72 / 92 | 63 / 77 | 27M | 49M |
| Q2 2024 | 254 | 116M | 46.0% | 47 / 98 | 82 / 56 | 25M | 27M |
| Q1 2024 | 266 | 119M | 47.1% | 96 / 91 | 63 / 82 | 55M | 46M |
| Q4 2023 | 256 | 111M | 43.8% | 50 / 100 | 77 / 41 | 20M | 17M |
| Q3 2023 | 248 | 108M | 42.9% | 57 / 98 | 62 / 41 | 18M | 20M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MBLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund | 2,227,200 | 0.88% | $21.56M | 0.07% | Jun 30, 2026 |
| Fundamental All Cap Core Trust | 1,959,302 | 0.78% | $18.97M | 0.78% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,912,880 | 0.76% | $18.52M | 0.02% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 1,795,000 | 0.71% | $17.38M | 0.37% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 1,419,415 | 0.56% | $11.27M | 0.31% | Jul 31, 2026 |
| Fundamental Large Cap Core Fund | 1,303,553 | 0.52% | $10.35M | 0.17% | Jul 31, 2026 |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | 1,055,907 | 0.42% | $10.22M | 1.40% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 1,001,700 | 0.40% | $7.95M | 0.11% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 862,413 | 0.34% | $8.92M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 798,387 | 0.32% | $8.26M | 0.04% | May 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 665,534 | 0.26% | $6.44M | 0.23% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 621,699 | 0.25% | $6.43M | 0.01% | May 31, 2026 |
| KraneShares Global Humanoid and Embodied Intelligence Index ETF | 615,939 | 0.24% | $5.96M | 2.19% | Jun 30, 2026 |
| Vanguard Consumer Discretionary Index Fund | 602,892 | 0.24% | $6.23M | 0.09% | May 31, 2026 |
| Artisan International Small-Mid Fund | 560,251 | 0.22% | $5.42M | 0.21% | 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 |
|---|---|---|---|---|
| Amnon Shashua | CEO and President, Director | 22,142,999 | 8.77% | Jul 14, 2026 |
| Yaacov Ohayon | Chief Operating Officer | 618,473 | 0.25% | Sep 14, 2026 |
| Shai Shalev-Shwartz | Chief Technology Officer | 8,113,010 | 3.21% | Jul 14, 2026 |
| Rojansky Moran Shemesh | Chief Financial Officer | 443,479 | 0.18% | Jul 14, 2026 |
| Nimrod Nehushtan | EVP Business Dev. & Strategy | 496,002 | 0.20% | Jul 14, 2026 |
| Boaz Ouriel | EVP of EPG Software | 485,243 | 0.19% | Jul 14, 2026 |
| Safroadu Yeboah-Amankwah | Director | 84,336 | 0.03% | Aug 10, 2026 |
| Frank D. Yeary | Director | 87,488 | 0.03% | Aug 3, 2026 |
| Elaine L. Chao | Director | 40,096 | 0.02% | Dec 9, 2025 |
| Eyal Desheh | Director | 57,628 | 0.02% | Dec 9, 2025 |
| Claire C. McCaskill | Director | 116,447 | 0.05% | Dec 9, 2025 |
| David Zinsner | Director | 2,500 | 0.00% | Sep 4, 2025 |
| Nagasubramaniyan Chandrasekaran | Director | – | – | Sep 4, 2025 |
| Patrick Bombach | Director | 12,250 | 0.00% | Feb 4, 2025 |
| Patrick P. Gelsinger | Director | 265,856 | 0.11% | Nov 15, 2024 |
| Corp Intel | 10% owner | 711,500,000 | 281.87% | Jul 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yaacov Ohayon Chief Operating Officer | Sep 10, 2026 | Award | +116,550 | – | – | 735,023 |
| Safroadu Yeboah-Amankwah Director | Aug 6, 2026 | Buy | +11,841 | $8.46 | $100.17K | 84,336 |
| Frank D. Yeary Director | Jul 30, 2026 | Buy | +12,360 | $7.98 | $98.63K | 12,360 |
| Amnon Shashua CEO and President, Director | Jul 10, 2026 | Award | +1,618,743 | – | – | 22,142,999 |
| Boaz Ouriel EVP of EPG Software | Jul 10, 2026 | Award | +266,240 | – | – | 485,243 |
| Nimrod Nehushtan EVP Business Dev. & Strategy | Jul 10, 2026 | Award | +199,680 | – | – | 496,002 |
| Rojansky Moran Shemesh Chief Financial Officer | Jul 10, 2026 | Award | +212,992 | – | – | 443,479 |
| Shai Shalev-Shwartz Chief Technology Officer | Jul 10, 2026 | Award | +1,064,962 | – | – | 8,113,010 |
| Shai Shalev-Shwartz Chief Technology Officer | Feb 3, 2026 | Award | +536,835 | – | – | 2,216,520 |
| Shai Shalev-Shwartz Chief Technology Officer | Feb 3, 2026 | Award | +4,831,528 | – | – | 7,048,048 |
| Amnon Shashua CEO and President, Director | Feb 3, 2026 | Award | +1,554,310 | – | – | 6,535,468 |
| Amnon Shashua CEO and President, Director | Feb 3, 2026 | Award | +13,988,788 | – | – | 20,524,256 |
| Frank D. Yeary Director | Dec 5, 2025 | Award | +20,300 | – | – | 75,128 |
| Safroadu Yeboah-Amankwah Director | Dec 5, 2025 | Award | +12,180 | – | – | 72,495 |
| Claire C. McCaskill Director | Dec 5, 2025 | Award | +20,300 | – | – | 88,628 |
| Elaine L. Chao Director | Dec 5, 2025 | Award | +20,300 | – | – | 40,096 |
| Eyal Desheh Director | Dec 5, 2025 | Award | +20,300 | – | – | 57,628 |
| Corp Intel 10% owner | Jul 11, 2025 | Conversion | +113,731,985 | – | – | 113,731,985 |
| Corp Intel 10% owner | Jul 11, 2025 | Sale | −57,500,000 | $16.05 | $922.88M | 56,231,985 |
| Corp Intel 10% owner | Jul 11, 2025 | Sale | −6,231,985 | $16.05 | $100.02M | 50,000,000 |
| Shai Shalev-Shwartz Chief Technology Officer | Jul 10, 2025 | Award | +592,803 | – | – | 1,679,685 |
| Rojansky Moran Shemesh Chief Financial Officer | Jul 10, 2025 | Award | +111,150 | – | – | 230,487 |
| Nimrod Nehushtan EVP Bus Dev & Str | Jul 10, 2025 | Award | +111,150 | – | – | 296,322 |
| Boaz Ouriel EVP of EPG Software | Jul 10, 2025 | Award | +111,150 | – | – | 219,003 |
| Safroadu Yeboah-Amankwah Director | Jul 10, 2025 | Award | +11,856 | – | – | 60,315 |
| Amnon Shashua CEO and President, Director | Jul 10, 2025 | Award | +901,061 | – | – | 4,981,158 |
| Boaz Ouriel EVP of EPG Software | May 15, 2025 | Sale | −67,493 | $16.09 | $1.09M | 107,853 |
| Elaine L. Chao Director | Dec 5, 2024 | Award | +12,619 | – | – | 19,796 |
| Claire C. McCaskill Director | Dec 5, 2024 | Award | +12,619 | – | – | 68,328 |
| Frank D. Yeary Director | Dec 5, 2024 | Award | +12,619 | – | – | 54,828 |
| Eyal Desheh Director | Dec 5, 2024 | Award | +12,619 | – | – | 37,328 |
| Patrick P. Gelsinger Director | Nov 13, 2024 | Other | −139,456 | – | – | 0 |
| Patrick P. Gelsinger Director | Nov 13, 2024 | Other | +139,456 | – | – | 139,456 |
| Patrick P. Gelsinger Director | Nov 4, 2024 | Buy | +6,750 | $14.94 | $100.85K | 139,456 |
| Patrick P. Gelsinger Director | Aug 5, 2024 | Buy | +6,400 | $15.48 | $99.07K | 139,106 |
| Amnon Shashua CEO and President, Director | Aug 2, 2024 | Buy | +148,542 | $15.88 | $2.36M | 3,596,676 |
| Amnon Shashua CEO and President, Director | Aug 2, 2024 | Buy | +483,421 | $16.70 | $8.07M | 4,080,097 |
| Rojansky Moran Shemesh Chief Financial Officer | Jul 10, 2024 | Award | +54,565 | – | – | 119,337 |
| Amnon Shashua CEO and President, Director | Jul 10, 2024 | Award | +516,557 | – | – | 3,448,134 |
| Nimrod Nehushtan EVP Bus Dev & Str & Co-Mgr REM | Jul 10, 2024 | Award | +54,565 | – | – | 185,172 |
| Shai Shalev-Shwartz Chief Technology Officer | Jul 10, 2024 | Award | +363,773 | – | – | 1,086,882 |
| Elaine L. Chao Director | Jun 7, 2024 | Award | +7,177 | – | – | 7,177 |
| Patrick P. Gelsinger Director | May 1, 2024 | Buy | +1,611 | $28.17 | $45.38K | 132,706 |
| Patrick P. Gelsinger Director | Apr 29, 2024 | Buy | +2,000 | $27.53 | $55.06K | 131,095 |
| Safroadu Yeboah-Amankwah Director | Feb 1, 2024 | Buy | +940 | $25.68 | $24.14K | 48,459 |
| Patrick P. Gelsinger Director | Jan 29, 2024 | Buy | +3,600 | $27.75 | $99.90K | 129,095 |
| Jon M. Huntsman Jr Director | Dec 5, 2023 | Award | +5,186 | – | – | 14,709 |
| Eyal Desheh Director | Dec 5, 2023 | Award | +5,186 | – | – | 24,709 |
| Frank D. Yeary Director | Dec 5, 2023 | Award | +5,186 | – | – | 42,209 |
| Claire C. McCaskill Director | Dec 5, 2023 | Award | +5,186 | – | – | 55,709 |
| Rojansky Moran Shemesh Chief Financial Officer | Oct 31, 2023 | Award | +23,614 | – | – | 64,772 |
| Claire C. McCaskill Director | Oct 31, 2023 | Buy | +27,819 | $35.95 | $1.00M | 27,819 |
| Patrick P. Gelsinger Director | Oct 27, 2023 | Buy | +2,845 | $35.18 | $100.09K | 125,495 |
| Patrick P. Gelsinger Director | Jul 31, 2023 | Buy | +2,650 | $37.88 | $100.38K | 122,650 |
| Rojansky Moran Shemesh Chief Financial Officer | Jul 10, 2023 | Award | +14,815 | – | – | 41,158 |
| Gavriel Hayon See Remarks | Jul 10, 2023 | Award | +37,037 | – | – | 145,825 |
| Shai Shalev-Shwartz Chief Technology Officer | Jul 10, 2023 | Award | +246,919 | – | – | 723,109 |
| Nimrod Nehushtan SVP Bus Dev & Str & Co-Mgr REM | Jul 10, 2023 | Award | +37,037 | – | – | 130,607 |
| Amnon Shashua CEO and President, Director | Jul 10, 2023 | Award | +350,625 | – | – | 2,931,577 |
| Corp Intel 10% owner | Jun 12, 2023 | Sale | −38,500,000 | $40.85 | $1.57B | 0 |
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 |
|---|---|---|---|---|---|
| Boaz Ouriel Officer | May 15, 2025 | 67,493 | $1.11M | May 15, 2025 | RESTRICTED STOCK |