Among active 13F managers last quarter, 3 opened and 27 added, while 8 reduced; the largest holder to move was Baillie Gifford & Co (+26%). Over the last 180 days, 8 insiders sold and none bought, a net -$34.6M in open-market trades.
The legs disagree, or only one of them leans.
481 tracked 13F filers disclose a position in JOBY as of the latest SEC 13F filings, a combined $4.6B 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Toyota Motor Corp | 128.5M | $1.1B | —Held | Q2 2026 | |
| 2 | Baillie Gifford & Co | 62.4M | $515.6M | ▲+26% Added · +12.8M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 53.5M | $477.3M | ▲+15% Added · +7.0M sh | Q2 2026 | |
| 4 | Capricorn Investment Group LLC | 28.5M | $254.0M | —Held | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 27.6M | $246.0M | ▲+6.0% Added · +1.6M sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 26.7M | $237.8M | ▲+2.5% Added · +664K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 15.9M | $142.2M | ▲+15% Added · +2.1M sh | Q2 2026 | |
| 8 | State Street Corp | 15.7M | $140.5M | ▲+20% Added · +2.6M sh | Q2 2026 | |
| 9 | Delta Air Lines, Inc. | 14.6M | $130.1M | —Held | Q2 2026 | |
| 10 | Morgan Stanley | 11.6M | $96.0M | ▲+12% Added · +1.3M sh | Q1 2026 | |
| 11 | UBS Group AG | 7.3M | $60.0M | ▼−4.7% Reduced · −359K sh | Q1 2026 | |
| 12 | Uber Technologies, Inc | 7.1M | $63.7M | —Held | Q2 2026 | |
| 13 | ARK Investment Management LLC | 6.7M | $59.7M | ▲+8.4% Added · +520K sh | Q2 2026 | |
| 14 | Clear Street Group Inc. | 5.2M | $46.4M | ▲+19% Added · +815K sh | Q2 2026 | |
| 15 | Northern Trust Corp | 4.9M | $40.7M | ▲+18% Added · +751K sh | Q1 2026 | |
| 16 | Charles Schwab Investment Management Inc | 4.9M | $40.1M | ▲+11% Added · +485K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 4.5M | $39.9M | ▲+6.8% Added · +286K sh | Q2 2026 | |
| 18 | IEQ Capital, LLC | 4.0M | $35.9M | ▼−0.2% Reduced · −10K sh | Q2 2026 | |
| 19 | Renaissance Technologies LLC | 4.0M | $33.1M | ▲+195% Added · +2.6M sh | Q1 2026 | |
| 20 | Daiwa Securities Group Inc. | 4.0M | $35.4M | ▲New +4.0M sh | Q2 2026 | |
| 21 | Citigroup Inc | 3.9M | $32.4M | ▲20× Added · +3.7M sh | Q1 2026 | |
| 22 | Voya Investment Management LLC | 3.8M | $31.6M | ▲+46% Added · +1.2M sh | Q1 2026 | |
| 23 | Squarepoint Ops LLC | 3.7M | $30.4M | ▲+603% Added · +3.2M sh | Q1 2026 | |
| 24 | JPMorgan Chase & Co | 3.2M | $25.7M | ▼−16% Reduced · −608K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 3.1M | $25.8M | ▲+177% Added · +2.0M 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.
Last quarter, 3 funds opened a new position in JOBY and 27 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 258 funds | $334.6B |
| Microsoft CorpMSFT | 258 funds | $208.9B |
| Amazon.com IncAMZN | 257 funds | $169.2B |
| Alphabet Inc-CL AGOOGL | 251 funds | $135.7B |
| Meta Platforms Inc-Class AMETA | 251 funds | $90.0B |
| Tesla IncTSLA | 251 funds | $63.4B |
| Alphabet Inc-CL CGOOG | 250 funds | $109.0B |
| Apple IncAAPL | 249 funds | $234.7B |
| Broadcom IncAVGO | 244 funds | $131.9B |
| Eli Lilly & CoLLY | 242 funds | $69.9B |
| Advanced Micro DevicesAMD | 238 funds | $48.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 237 funds | $32.2B |
Ranked by how many of JOBY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JOBY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2026 | Bevirt JoeBen | CEO and Chief Architect, Director | Sell (S) | 607K | $3.8M |
| Sep 3, 2026 | Brumana Rodrigo | Chief Financial Officer | Sell (S) | 9K | $61K |
| Sep 2, 2026 | Brumana Rodrigo | Chief Financial Officer | Sell (S) | 38K | $256K |
| Sep 2, 2026 | Sciarra Paul Cahill | Director | Sell (S) | 63K | $418K |
| Aug 25, 2026 | Bowles Gregory | Chief Policy Officer | Sell (S) | 5K | $33K |
| Aug 24, 2026 | Bowles Gregory | Chief Policy Officer | Sell (S) | 4K | $26K |
| Aug 17, 2026 | Bevirt JoeBen | CEO and Chief Architect, Director | Sell (S) | 597K | $4.7M |
| Aug 13, 2026 | Sciarra Paul Cahill | Director | Sell (S) | 63K | $498K |
| Jul 15, 2026 | Bevirt JoeBen | CEO and Chief Architect, Director | Sell (S) | 597K | $4.6M |
| Jul 14, 2026 | DeHoff Kate | See Remarks | Sell (S) | 14K | $110K |
| Jul 13, 2026 | Allison Eric | Chief Product Officer | Sell (S) | 28K | $210K |
| Jul 13, 2026 | DeHoff Kate | See Remarks | Sell (S) | 8K | $63K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 72 | 16 | – |
Insiders Form 4 open-market | 0 | 8 | -$34.6M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| JOBYthis pagecs | 481 funds | $4.6B |
| JOBY/WSW EXP 08/10/202 | 10 funds | $6.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for JOBY
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JOBY/capital-change-brief"
Use Arkolith's capital_change_brief for JOBY. 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 JOBY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.