§ AUTO COMPONENTS
USD · Auto ComponentsMBLY
MOBILEYE GLOBAL INC-A
USDSector · Auto ComponentsBeta · 0.71
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
185 increased/new, 82 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.73 | EPS (TTM) | -0.48 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Intel Corp | 50.0M | 73.1% | ±0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10.3M | 0.1% | −7% |
| TWO SIGMA INVESTMENTS, LP | 9.9M | 0.1% | +111% |
| Goldman Sachs | 9.3M | 0.0% | n/a |
| BlackRock, Inc. | 5.9M | 0.0% | −0% |
| BAILLIE GIFFORD & CO | 4.1M | 0.0% | −44% |
◇ AC INTELLIGENCE
Top institutional owners for MBLY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.5% · 0 holders
OTHER13.6% · 212 holders
DEALER / BANK3.3% · 27 holders
QUALITY / COMPOUNDER1.8% · 20 holders
INCOME / DEFENSIVE1.7% · 13 holders
SYSTEMATIC / QUANT1.4% · 10 holders
PASSIVE / INDEX1.4% · 8 holders
TACTICAL / MACRO0.7% · 3 holders
GROWTH / MOMENTUM0.5% · 1 holder
ACTIVIST0.1% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MBLY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MBLY yet.