Mobileye Global Inc-a (MBLY) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

MBLY ranks #2137 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MBLY is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

MBLY is a top-conviction position for Intel CORP — at 78.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Two Sigma Investments, LP has added to its MBLY position for two straight quarters, increasing it by $49.9M to reach $98.9M today.

Harel Insurance Investments & Financial Services Ltd. has trimmed its MBLY position for two straight quarters, cutting it by $30.0M while still holding $34.7K.

MBLY is down 1.6% today, but institutions show net buying of $124.5M this quarter — a divergence between today's price move and the underlying institutional flow.

MBLY reported a net loss of $4.1B over the trailing twelve months.

• Not yet profitable — net loss of $4.1B over the trailing twelve months
• Revenue grew 8.8% year over year
• Net income declined year over year, from -$3.0B to -$4.1B
• Generated $602.0M in positive operating cash flow
• Current ratio of 6.10x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.05x equity — within a conventional range