GFS

Globalfoundries Inc$46.34 1.47%
Information TechnologyUSCUSIP G39387108· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
367
-119 QoQ
13F Value (tracked)
$24.6B
Insider Net · 180d
-$3.6M
1↑ 5↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)38 adding · 15 trimming
Insider net (180d)-$3.6M

Price & smart-money activity

$46.34 1.47%5Y -0.1%
$26.98$43.81$60.65$77.48$94.31202120222023202420252026374118482037416128583641545532543453456135554556606759844565791027010666418138
Hover for who · click for detailEnd-of-day closing prices52w $31.67 – $89.96

Who owns GFS?

367 tracked 13F filers

367 tracked 13F filers disclose a position in GFS as of the latest SEC 13F filings, a combined $24.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Mubadala Investment Co PJSC
$18.8B
423.0M
−6.1%
Reduced · −27.3M sh
Q1 2026
2FMR LLC
$2.8B
64.1M
+15%
Added · +8.6M sh
Q1 2026
3JPMORGAN CHASE & CO
$209.7M
5.1M
13×
Added · +4.7M sh
Q1 2026
4MARSHALL WACE, LLP
$224.7M
5.1M
+112%
Added · +2.7M sh
Q1 2026
5MORGAN STANLEY
$206.2M
4.6M
+183%
Added · +3.0M sh
Q1 2026
6AQR CAPITAL MANAGEMENT LLC
$140.0M
3.2M
+13%
Added · +360K sh
Q1 2026
7MILLENNIUM MANAGEMENT LLC
$141.6M
3.2M
+39%
Added · +896K sh
Q1 2026
8BlackRock, Inc.
$137.4M
3.1M
+7.2%
Added · +207K sh
Q1 2026
9TWO SIGMA INVESTMENTS, LP
$119.0M
2.7M
+45%
Added · +830K sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$103.6M
2.3M
+93%
Added · +1.1M sh
Q1 2026
11CITADEL ADVISORS LLC
$90.0M
2.0M
+13%
Added · +225K sh
Q1 2026
12JANE STREET GROUP, LLC
$85.4M
1.9M
+8.4%
Added · +148K sh
Q1 2026
13Squarepoint Ops LLC
$66.4M
1.5M
−26%
Reduced · −529K sh
Q1 2026
14BALYASNY ASSET MANAGEMENT L.P.
$59.7M
1.3M
+46%
Added · +423K sh
Q1 2026
15DIMENSIONAL FUND ADVISORS LP
$59.6M
1.3M
+2.4%
Added · +32K sh
Q1 2026
16Phoenix Financial Ltd.
$108.4M
1.3M
+19%
Added · +208K sh
Q2 2026
17GEODE CAPITAL MANAGEMENT, LLC
$102.0M
1.2M
+13%
Added · +147K sh
Q2 2026
18STATE STREET CORP
$101.6M
1.2M
+0.7%
Added · +8K sh
Q2 2026
19Qube Research & Technologies Ltd
$47.5M
1.1M
16×
Added · +1.0M sh
Q1 2026
20ADAGE CAPITAL PARTNERS GP, L.L.C.
$40.0M
900K
−5.3%
Reduced · −50K sh
Q1 2026
21BANK OF AMERICA CORP /DE/
$38.9M
875K
+106%
Added · +451K sh
Q1 2026
22UBS Group AG
$38.4M
863K
−52%
Reduced · −946K sh
Q1 2026
23ArrowMark Colorado Holdings LLC
$37.0M
833K
−46%
Reduced · −698K sh
Q1 2026
24HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$31.8M
715K
+323%
Added · +546K sh
Q1 2026
25Woodline Partners LP
$31.3M
703K
−53%
Reduced · −804K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is GFS being bought or sold by institutions?

Last quarter, 15 funds opened a new position in GFS and 23 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
15
funds
Added
23
funds
Reduced
15
funds
Exited
0
funds

Funds that own GFS also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT209 funds$195.1B
AMAZON.COM INCAMZN209 funds$143.7B
NVIDIA CORPNVDA206 funds$295.5B
MICRON TECHNOLOGY INCMU204 funds$31.8B
META PLATFORMS INC-CLASS AMETA203 funds$82.7B
BROADCOM INCAVGO200 funds$117.4B
ALPHABET INC-CL AGOOGL200 funds$111.1B
ADVANCED MICRO DEVICESAMD200 funds$28.1B
VISA INC-CLASS A SHARESV197 funds$42.6B
APPLE INCAAPL196 funds$222.4B
ELI LILLY & COLLY196 funds$58.5B
LAM RESEARCH CORPLRCX194 funds$24.2B

Ranked by how many of GFS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$767
1 insiders
Sells · 180d
$3.6M
5 insiders
Net
-$3.6M
42 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 27, 2026Azar Samak LChief Legal OfficerSell (S)335$16K
Aug 20, 2026Azar Samak LChief Legal OfficerSell (S)335$16K
Aug 18, 2026Raman PradheepaChief People OfficerSell (S)7K$346K
Aug 13, 2026Azar Samak LChief Legal OfficerSell (S)335$18K
Aug 6, 2026Azar Samak LChief Legal OfficerSell (S)335$16K
Jul 30, 2026Azar Samak LChief Legal OfficerSell (S)335$16K
Jul 23, 2026Azar Samak LChief Legal OfficerSell (S)335$19K
Jul 22, 2026Hogan Michael JamesChief Strategy OfficerSell (S)707$41K
Jul 20, 2026Dorchak GlendaDirectorSell (S)4K$233K
Jul 16, 2026Azar Samak LChief Legal OfficerSell (S)335$20K
Jul 15, 2026Hogan Michael JamesChief Strategy OfficerBuy (P)12$767
Jul 9, 2026Hogan Michael JamesChief Strategy OfficerSell (S)500$35K

Institutional ownership over time

185 funds-22 since Q3 2024
0152304Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $556.6M

Recent filings

15 shown

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Connected entities for GFS

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Ask your agent what changed in GFS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GFS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GFS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.