Who owns MBLY
Which tracked institutional funds hold MBLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBLY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
41 tracked funds added or opened MBLY while 103 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MBLY’s largest tracked holder by dollar value, Intel Corp, sizes it at 73.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 73.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MBLY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 292 tracked filers holding MBLY, 186 increased or opened the position and 149 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MBLY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- NORGES BANK$34M
- M&G PLC$13M
- VANGUARD CAPITAL MANAGEMENT LLC$13M
- Artisan Partners Limited Partnership$7M
- VANGUARD FIDUCIARY TRUST CO$6M
- PEAK6 LLC$4M
Full exits 27
- TWO SIGMA ADVISERS, LP$47M
- FIL Ltd$35M
- VANGUARD GROUP INC$33M
- BURKEHILL GLOBAL MANAGEMENT, LP$21M
- Migdal Insurance & Financial Holdings Ltd.$21M
- Pacer Advisors, Inc.$15M
Largest adds
- VICTORY CAPITAL MANAGEMENT INC$21M
- TWO SIGMA INVESTMENTS, LP$19M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- CITIGROUP INC$9M
- MORGAN STANLEY$6M
- AMERIPRISE FINANCIAL INC$5M
Largest trims
- Intel Corp$178M
- BAILLIE GIFFORD & CO$49M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$45M
- MILLENNIUM MANAGEMENT LLC$44M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32M
- GOLDMAN SACHS GROUP INC$29M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Intel Corp | 50,000,000 | $344M | 21.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 10,305,431 | $71M | 4.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 9,890,390 | $68M | 4.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 9,259,643 | $64M | 4.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,917,179 | $41M | 2.5% | 2026-Q1 |
| NORGES BANK trimmed | 2,345,432 | $34M | 2.1% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 4,140,398 | $28M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 4,015,673 | $28M | 1.7% | 2026-Q1 |
| UBS Group AG added | 3,747,072 | $26M | 1.6% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 3,585,733 | $25M | 1.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,427,946 | $24M | 1.5% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,197,180 | $22M | 1.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 3,099,147 | $21M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 3,026,468 | $21M | 1.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 2,897,484 | $20M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,838,520 | $19M | 1.2% | 2026-Q1 |
| DNB Asset Management AS trimmed | 2,742,418 | $19M | 1.2% | 2026-Q1 |
| Walleye Capital LLC added | 2,352,894 | $16M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,189,338 | $15M | 0.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,178,705 | $15M | 0.9% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 2,112,039 | $15M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,036,548 | $14M | 0.9% | 2026-Q1 |
| M&G PLC added | 1,825,912 | $13M | 0.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,852,550 | $13M | 0.8% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 1,721,596 | $12M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,626,831 | $11M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,613,389 | $11M | 0.7% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 1,462,343 | $10M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 1,451,265 | $10M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,432,538 | $10M | 0.6% | 2026-Q1 |
| STATE STREET CORP added | 1,355,795 | $9M | 0.6% | 2026-Q1 |
| Woodline Partners LP trimmed | 1,259,630 | $9M | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,221,869 | $8M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,186,382 | $8M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,152,499 | $8M | 0.5% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 1,101,000 | $8M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,039,100 | $7M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 997,876 | $7M | 0.4% | 2026-Q1 |
| Artisan Partners Limited Partnership new | 960,453 | $7M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 879,194 | $6M | 0.4% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. | 830,000 | $6M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 785,299 | $5M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 776,692 | $5M | 0.3% | 2026-Q1 |
| Portolan Capital Management, LLC added | 678,135 | $5M | 0.3% | 2026-Q1 |
| PEAK6 LLC added | 641,372 | $4M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 639,479 | $4M | 0.3% | 2026-Q1 |
| QSM Asset Management Ltd new | 611,003 | $4M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 573,755 | $4M | 0.2% | 2026-Q1 |
| Walleye Trading LLC added | 560,492 | $4M | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC added | 528,695 | $4M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 519,304 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 515,097 | $4M | 0.2% | 2026-Q1 |
| Krane Funds Advisors LLC added | 471,067 | $3M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 503,092 | $3M | 0.2% | 2026-Q1 |
| Jump Financial, LLC trimmed | 498,218 | $3M | 0.2% | 2026-Q1 |
| IMC-Chicago, LLC added | 486,956 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 471,643 | $3M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 448,001 | $3M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 436,516 | $3M | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 401,181 | $3M | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC added | 368,763 | $3M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 359,340 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 353,706 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 339,179 | $2M | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 329,323 | $2M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 327,878 | $2M | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 326,324 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank | 319,400 | $2M | 0.1% | 2026-Q1 |
| TWO SIGMA ADVISERS, LP added | 4,511,600 | $47M | 2.9% | 2025-Q4 stale |
| FIL Ltd | 3,340,905 | $35M | 2.2% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 3,187,291 | $33M | 2.1% | 2025-Q4 stale |
| SEVEN GRAND MANAGERS, LLC added | 2,000,000 | $28M | 1.8% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 1,798,518 | $25M | 1.6% | 2025-Q3 stale |
| BURKEHILL GLOBAL MANAGEMENT, LP trimmed | 2,000,000 | $21M | 1.3% | 2025-Q4 stale |
| Migdal Insurance & Financial Holdings Ltd. | 1,999,090 | $21M | 1.3% | 2025-Q4 stale |
| Electron Capital Partners, LLC added | 1,278,362 | $18M | 1.1% | 2025-Q3 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 1,130,016 | $16M | 1.0% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,143,295 | $16M | 1.0% | 2025-Q3 stale |
| Pacer Advisors, Inc. new | 1,464,566 | $15M | 1.0% | 2025-Q4 stale |
| Ghisallo Capital Management LLC added | 1,000,000 | $14M | 0.9% | 2025-Q3 stale |
| Longaeva Partners L.P. new | 873,325 | $12M | 0.8% | 2025-Q3 stale |
| CRAMER ROSENTHAL MCGLYNN LLC added | 878,237 | $9M | 0.6% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 508,650 | $9M | 0.6% | 2025-Q2 stale |
| TCW GROUP INC trimmed | 392,673 | $7M | 0.4% | 2025-Q2 stale |
| AXA S.A. trimmed | 488,963 | $7M | 0.4% | 2025-Q1 stale |
| Nishkama Capital, LLC new | 453,307 | $7M | 0.4% | 2025-Q1 stale |
| Paloma Partners Management Co trimmed | 400,000 | $6M | 0.4% | 2025-Q1 stale |
| FIFTHDELTA Ltd trimmed | 317,944 | $6M | 0.4% | 2025-Q2 stale |
| Senvest Management, LLC added | 389,193 | $5M | 0.3% | 2025-Q3 stale |
| Point72 Italy, S.r.l. added | 282,220 | $5M | 0.3% | 2025-Q2 stale |
| Trexquant Investment LP trimmed | 476,250 | $5M | 0.3% | 2025-Q4 stale |
| Renaissance Capital LLC added | 268,558 | $4M | 0.2% | 2025-Q3 stale |
| JUPITER ASSET MANAGEMENT LTD added | 324,870 | $3M | 0.2% | 2025-Q4 stale |
| Ion Asset Management Ltd. added | 240,000 | $3M | 0.2% | 2025-Q3 stale |
| Covalis Capital LLP trimmed | 313,190 | $3M | 0.2% | 2025-Q4 stale |
| COATUE MANAGEMENT LLC | 226,558 | $3M | 0.2% | 2025-Q3 stale |
| Balyasny Asset Management L.P. trimmed | 305,855 | $3M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 271,836 | $3M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 187,419 | $3M | 0.2% | 2025-Q1 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 139,000 | $2M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.