Mobileye Global Inc. filings document the public-company disclosures of an automotive technology issuer with Class A common stock listed on the Nasdaq Global Select Market. Its Form 8-K reports cover operating results, financial condition, outlook commentary, material agreements, unregistered equity securities tied to acquisition activity, board appointments, governance matters and capital-structure disclosures.
Mobileye's proxy materials cover annual meeting matters, including director elections, auditor ratification, executive compensation votes and stockholder voting mechanics. Together with annual-report risk disclosures, the filings describe the company's ADAS and autonomous driving business, its reporting obligations, governance framework and securities structure.
Barclays PLC reports beneficial ownership of 5,811,249 shares of Mobileye Global Inc.-A, representing 5.78% of the class. The filing shows Barclays holds sole voting and sole dispositive power over these shares, meaning it controls voting and disposition for the entire stake reported. Item 10 certifies the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control, consistent with a passive Schedule 13G disclosure. Subsidiaries identified in the filing include Barclays Bank PLC, Barclays Capital Inc. and Barclays Capital Securities Ltd.
Baillie Gifford & Co (BG&Co) has filed Amendment No. 6 to its Schedule 13G on Mobileye Global Inc. (NASDAQ: MBLY) common stock. The U.K.–based investment adviser reports beneficial ownership of 13,537,373 shares, equal to 13.47 % of Mobileye’s outstanding shares as of 30 Jun 2025.
- Sole voting power: 11,354,073 shares
- Sole dispositive power: 13,537,373 shares
- Shared voting/dispositive power: 0 shares
The holdings are managed on behalf of BG&Co’s advisory clients, including the Vanguard International Growth Fund, and are certified as having been acquired in the ordinary course of business, without intent to influence control of Mobileye. BG&Co classifies itself as an investment adviser (Rule 13d-1(b)(1)(ii)(E)).
The filing indicates continued, sizable institutional ownership but does not disclose prior share counts or comparative changes, leaving the magnitude of any position shift unclear. Nevertheless, a 13.5 % stake makes BG&Co one of Mobileye’s largest outside shareholders, potentially supporting share liquidity and signalling long-term confidence in the autonomous-driving technology company.
Intel Corporation, through its subsidiary Intel Overseas Funding Corporation (IOFC), disclosed sizable insider transactions in Mobileye Global Inc. (MBLY) via a Form 4 dated 11 Jul 2025.
Key transactions
- Conversion (Code C): IOFC converted 113,731,985 Class B shares into an equal number of Class A shares. Class B carries a 1-for-1 optional conversion and no expiration.
- Secondary sale (Code S): IOFC sold 57,500,000 Class A shares at an effective price of $16.0463 per share (offering price $16.50 less $0.45375 underwriting discount).
- Direct sale to issuer (Code S): IOFC sold an additional 6,231,985 Class A shares to Mobileye at the same $16.0463 price.
Post-transaction ownership
- Class A: 50,000,000 shares (indirect)
- Class B: 597,768,015 shares (indirect, still convertible 1-for-1)
The 57.5 million-share secondary offering materially lifts Mobileye’s free float, potentially improving liquidity and index eligibility, while the 6.2 million-share repurchase is modestly accretive. However, Intel’s cumulative sale of 63.7 million shares represents significant insider selling and may impose near-term price pressure. Intel remains a >10 % owner, but the filing underscores an ongoing reduction of its economic exposure.