274 tracked 13F filers disclose a position in MBLY as of the latest SEC 13F filings, a combined $919.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $70.8M | 10.3M | ▼−7.2% Reduced · −797K sh | Q1 2026 | |
| 2 | TWO SIGMA INVESTMENTS, LP | $67.9M | 9.9M | ▲+111% Added · +5.2M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $63.6M | 9.3M | ▲+4.5% Added · +396K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $40.7M | 5.9M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 5 | BAILLIE GIFFORD & CO | $28.4M | 4.1M | ▼−44% Reduced · −3.2M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $27.6M | 4.0M | ▲+90% Added · +1.9M sh | Q1 2026 | |
| 7 | UBS Group AG | $25.7M | 3.7M | ▲+23% Added · +711K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $23.5M | 3.4M | ▼−17% Reduced · −690K sh | Q1 2026 | |
| 9 | PRIMECAP MANAGEMENT CO/CA/ | $22.0M | 3.2M | ▲+21% Added · +553K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $21.3M | 3.1M | ▲129× Added · +3.1M sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.8M | 3.0M | ▲+275% Added · +2.2M sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $19.9M | 2.9M | ▼−22% Reduced · −834K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $19.5M | 2.8M | ▼−4.6% Reduced · −138K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $21.5M | 2.2M | ▲+1.9% Added · +41K sh | Q2 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $15.0M | 2.2M | ▼−62% Reduced · −3.5M sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $14.0M | 2.0M | ▲+5.8% Added · +111K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $18.5M | 1.9M | ▲+41% Added · +557K sh | Q2 2026 | |
| 18 | VANGUARD CAPITAL MANAGEMENT LLC | $12.7M | 1.9M | →First observed position No prior filed position | Q1 2026 | |
| 19 | M&G Plc | $12.8M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | $16.9M | 1.8M | ▲+174% Added · +1.1M sh | Q2 2026 | |
| 21 | Mitsubishi UFJ Asset Management Co., Ltd. | $11.8M | 1.7M | ▼−6.0% Reduced · −110K sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $11.2M | 1.6M | ▲+145% Added · +962K sh | Q1 2026 | |
| 23 | Engineers Gate Manager LP | $15.7M | 1.6M | ▼−23% Reduced · −488K sh | Q2 2026 | |
| 24 | Alyeska Investment Group, L.P. | $11.1M | 1.6M | ▲+33% Added · +400K sh | Q1 2026 | |
| 25 | LOOMIS SAYLES & CO L P | $10.0M | 1.5M | ▼−1.8% Reduced · −27K 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, 6 funds opened a new position in MBLY and 24 added to an existing one, while 20 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).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 153 funds | $147.8B |
| MICROSOFT CORPMSFT | 149 funds | $190.5B |
| META PLATFORMS INC-CLASS AMETA | 149 funds | $85.7B |
| NVIDIA CORPNVDA | 146 funds | $286.2B |
| ALPHABET INC-CL AGOOGL | 144 funds | $111.6B |
| APPLE INCAAPL | 142 funds | $200.6B |
| BROADCOM INCAVGO | 141 funds | $108.0B |
| ADVANCED MICRO DEVICESAMD | 140 funds | $28.3B |
| ELI LILLY & COLLY | 139 funds | $63.2B |
| JPMORGAN CHASE & COJPM | 138 funds | $41.8B |
| CHEVRON CORPCVX | 138 funds | $20.1B |
| ALPHABET INC-CL CGOOG | 136 funds | $92.6B |
Ranked by how many of MBLY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | Yeboah-Amankwah Safroadu | Director | Buy (P) | 12K | $100K |
| Jul 30, 2026 | Yeary Frank D | Director | Buy (P) | 12K | $99K |
| Jul 11, 2025 | INTEL CORP | 10% Owner | Sell (S) | 57.5M | $922.7M |
| Jul 11, 2025 | INTEL CORP | 10% Owner | Sell (S) | 6.2M | $100.0M |
| May 15, 2025 | Ouriel Boaz | EVP of EPG Software | Sell (S) | 67K | $1.1M |
| Nov 4, 2024 | GELSINGER PATRICK P | Director | Buy (P) | 7K | $101K |
| Aug 5, 2024 | GELSINGER PATRICK P | Director | Buy (P) | 6K | $99K |
| Aug 2, 2024 | Shashua Amnon | CEO and President, Director | Buy (P) | 483K | $8.1M |
| Aug 2, 2024 | Shashua Amnon | CEO and President, Director | Buy (P) | 149K | $2.4M |
| May 1, 2024 | GELSINGER PATRICK P | Director | Buy (P) | 2K | $45K |
| Apr 29, 2024 | GELSINGER PATRICK P | Director | Buy (P) | 2K | $55K |
| Feb 1, 2024 | Yeboah-Amankwah Safroadu | Director | Buy (P) | 940 | $24K |
Connected entities for MBLY
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/MBLY/capital-change-brief"
Use Arkolith's capital_change_brief for MBLY. 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 MBLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.