Mobileye Ownership: Baillie Gifford Holds 13.5% via Schedule 13G/A

Rhea-AI Filing Summary

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.

Positive

• Baillie Gifford holds a significant 13.47 % stake, underscoring strong institutional confidence and positioning it among Mobileye’s largest shareholders.

Negative

• None.

Insights

Equity Ownership Analyst

TL;DR: Baillie Gifford controls 13.5 % of MBLY, reinforcing strong institutional backing; no control intent declared.

The amendment shows BG&Co holding 13.54 M shares, a meaningful block well above the 5 % disclosure threshold. Sole voting and dispositive authority suggests concentrated decision-making within BG&Co, while the 0 % shared power minimises coordination risk with other investors. Because the firm filed under 13G rather than 13D, it affirms a passive stance, limiting immediate governance implications. The stake’s size, however, positions BG&Co as an influential voice in any shareholder matters and offers a liquidity backstop for the stock. Absent historical data, we cannot gauge whether the position has grown or shrunk, but the current level alone is material for ownership structure analysis.

Portfolio Manager

TL;DR: Large, passive 13.5 % holding signals long-term conviction and could dampen volatility.

Institutions like Baillie Gifford typically deploy multi-year horizons; retaining a >13 % stake implies confidence in Mobileye’s ADAS roadmap and future cash-flow potential. Passive status means no activist overhang, which many growth-oriented investors view favourably. Should BG&Co eventually trim its position, supply overhang risk emerges, but near-term such selling appears unlikely given ordinary-course certification. From a portfolio-construction standpoint, MBLY benefits from deeper institutional ownership, potentially broadening analyst coverage and index inclusion support.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 6)

Mobileye Global Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

60741F104

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 60741F104

1

Names of Reporting Persons

BAILLIE GIFFORD & CO

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED KINGDOM

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 11,354,073.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 13,537,373.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

13,537,373.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

13.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Mobileye Global Inc.
(b)	Address of issuer's principal executive offices: HAR HOTZVIM, 13 HARTOM STREET, HAR HOTZVIM, 13 HARTOM STREET, JERUSALEM, ISRAEL, 97775
Item 2.
(a)	Name of person filing: Baillie Gifford & Co
(b)	Address or principal business office or, if none, residence: Calton Square 1 Greenside Row Edinburgh EH1 3AN Scotland UK
(c)	Citizenship: Scotland
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 60741F104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
	Investment Adviser
Item 4.	Ownership
(a)	Amount beneficially owned: 13,537,373
(b)	Percent of class: 13.47 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 11,354,073
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 13,537,373
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Securities reported on this Schedule 13G as being beneficially owned by Baillie Gifford & Co. are held by Baillie Gifford & Co. and/or one or more of its investment adviser subsidiaries, which may include Baillie Gifford Overseas Limited, on behalf of investment advisory clients, which may include investment companies registered under the Investment Company Act, employee benefit plans, pension funds or other institutional clients. Securities representing more than 5% of the class are held on behalf of Vanguard International Growth Fund, a US registered investment company sub-advised by Baillie Gifford Overseas Limited.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to Investment Adviser is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BAILLIE GIFFORD & CO

Signature:	Grant Meikle
Name/Title:	Regulatory Reporting Manager
Date:	08/04/2025

FAQ

How many Mobileye (MBLY) shares does Baillie Gifford own?

Baillie Gifford reports 13,537,373 common shares, representing 13.47 % of the outstanding class.

Does Baillie Gifford intend to influence control of Mobileye?

No. The filing is on Schedule 13G, indicating a passive investment with no control intent.

What voting power does Baillie Gifford have in Mobileye?

It has sole voting power over 11,354,073 shares and no shared voting power.

Which clients benefit from Baillie Gifford’s Mobileye position?

Shares are held on behalf of multiple advisory clients, notably the Vanguard International Growth Fund.

What is the CUSIP number for Mobileye’s common stock?

The CUSIP disclosed is 60741F104.