GlobalfoundriesGFS
13F holders, Q1 2026 (March 31)351holders +31
78new positions
49sold out
10famous investors
$44.44avg. 13F price*
At the end of Q1 2026, 351 institutions reported holding Globalfoundries Inc. (GFS) in their 13F filings, up 31 from Q4 2025. 78 opened new positions and 49 sold out. The largest holders were Mubadala Investment Co PJSC ($18.8B), FMR LLC ($2.8B) and Marshall Wace, LLP ($224.7M). 10 famous investors held it, including Gavin Baker (0.5% of Atreides Management's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Globalfoundries Inc.
- CUSIP
- G39387108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $396.0M |
| Exits | 49 | $119.9M |
All 13F filers, Q4 2025 → Q1 2026: 41,183,654 shares bought and 39,046,823 shares sold, net +2,136,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| Mubadala Investment Co PJSC | 91.83% | Reduce -6.1% | 423,042,773 | $18.8B |
| FMR LLC | 0.15% | Add +15.5% | 64,058,166 | $2.8B |
| Marshall Wace, LLP | 0.24% | Add +112.1% | 5,051,648 | $224.7M |
| Slate Path Capital LP | 3.33% | Add +3.8% | 5,042,300 | $224.3M |
| JPMorgan Chase & Co. | 0.01% | Add +1224.3% | 5,067,930 | $209.7M |
| Morgan Stanley | 0.01% | Add +182.9% | 4,636,692 | $206.2M |
| Millennium Management | 0.11% | Add +39.2% | 3,183,095 | $141.6M |
| AQR Capital Management | 0.06% | Add +12.6% | 3,224,983 | $140.0M |
| BlackRock, Inc. | 0.00% | Add +7.2% | 3,087,928 | $137.4M |
| Bessemer Group Inc. | 0.20% | Add +8275141.2% | 2,813,582 | $125.1M |
| Two Sigma Investments, LP | 0.10% | Add +45.0% | 2,674,297 | $119.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +92.7% | 2,329,203 | $103.6M |
| Citadel Advisors | 0.06% | Add +12.5% | 2,022,957 | $90.0M |
| Jane Street Group, LLC | 0.09% | Add +8.4% | 1,920,171 | $85.4M |
| Ghisallo Capital Management LLC | 2.22% | New | 1,800,000 | $80.1M |
| Squarepoint Ops LLC | 0.14% | Reduce -26.1% | 1,492,482 | $66.4M |
| Balyasny Asset Management L.P. | 0.12% | Add +46.0% | 1,342,766 | $59.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.4% | 1,340,385 | $59.6M |
| Burkehill Global Management, LP | 2.99% | New | 1,285,919 | $57.2M |
| State Street Corp. | 0.00% | Add +21.5% | 1,222,379 | $54.4M |
| Phoenix Financial Ltd. | 0.47% | New | 1,104,774 | $49.1M |
| Geode Capital Management, LLC | 0.00% | Add +10.8% | 1,091,214 | $48.5M |
| Qube Research & Technologies Ltd | 0.07% | Add +1540.7% | 1,067,783 | $47.5M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -5.3% | 900,000 | $40.0M |
| Bank of America Corp. | 0.00% | Add +106.1% | 875,361 | $38.9M |
| UBS Group AG | 0.01% | Reduce -52.3% | 863,080 | $38.4M |
| Invesco Ltd. | 0.00% | Add +5.0% | 861,410 | $38.3M |
| Nomura Asset Management International Inc. | 0.07% | Add +1135.8% | 856,112 | $38.1M |
| ArrowMark Colorado Holdings LLC | 0.98% | Reduce -45.6% | 832,775 | $37.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +322.8% | 715,000 | $31.8M |
| Woodline Partners LP | 0.12% | Reduce -53.4% | 703,004 | $31.3M |
| Canada Pension Plan Investment Board | 0.02% | Add +93.2% | 675,910 | $30.1M |
| Wellington Management Group LLP | 0.01% | New | 645,185 | $28.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -13.3% | 634,933 | $28.2M |
| Walleye Trading LLC | 0.51% | Add +391.7% | 557,250 | $24.8M |
| HRT Financial LP | 0.06% | Reduce -70.0% | 542,059 | $24.1M |
| Junto Capital Management LP | 0.47% | New | 502,365 | $22.3M |
| Atreides Management | 0.51% | New | 474,593 | $21.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.4% | 463,748 | $20.6M |
| Soros Fund Management | 0.36% | New | 444,362 | $19.8M |
| Legal & General Group Plc | 0.00% | Add +4.4% | 401,837 | $17.9M |
| Delta Global Management LP | 1.43% | New | 391,855 | $17.4M |
| Jain Global LLC | 0.18% | Reduce -51.6% | 289,604 | $12.9M |
| Appleton Partners Inc. | 0.83% | New | 268,748 | $12.0M |
| BNP Paribas Financial Markets | 0.01% | Add +77.8% | 265,606 | $11.8M |
| Citigroup Inc. | 0.01% | Reduce -9.4% | 265,083 | $11.8M |
| First Trust Advisors LP | 0.01% | Add +97.3% | 264,837 | $11.8M |
| Vanguard Portfolio Management LLC | 0.00% | — | 254,820 | $11.3M |
| Kettle Hill Capital Management, LLC | 2.81% | New | 252,534 | $11.2M |
| Seven Grand Managers, LLC | 0.74% | New | 250,000 | $11.1M |
| Nuveen, LLC | 0.00% | Add +24.8% | 236,445 | $10.5M |
| Deutsche Bank AG | 0.00% | Add +23.6% | 235,670 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +970.5% | 296,703 | $10.4M |
| Northern Trust Corp. | 0.00% | Add +16.2% | 226,981 | $10.1M |
| Gotham Asset Management | 0.03% | Add +3.1% | 201,260 | $9.0M |
| Walleye Capital LLC | 0.06% | Add +1198.7% | 195,279 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Add +39.3% | 193,957 | $8.6M |
| Trexquant Investment LP | 0.06% | New | 192,662 | $8.6M |
| California Public Employees Retirement System | 0.01% | Add +3.9% | 192,309 | $8.6M |
| Select Equity Group, L.P. | 0.05% | Add +61.3% | 191,979 | $8.5M |
| Natixis | 0.03% | Add +11.7% | 176,718 | $7.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 176,661 | $7.9M |
| Man Group plc | 0.02% | Add +193.7% | 170,942 | $7.6M |
| Occudo Quantitative Strategies LP | 0.41% | Add +119.3% | 116,491 | $7.5M |
| Handelsbanken Fonder AB | 0.02% | Add +0.2% | 162,656 | $7.2M |
| Old West Investment Management, LLC | 0.73% | New | 151,125 | $6.7M |
| Davidson Kempner Capital Management LP | 0.18% | New | 150,000 | $6.7M |
| Sora Investors LLC | 0.61% | Add +48.2% | 149,880 | $6.7M |
| SG Americas Securities, LLC | 0.01% | Add +68.3% | 143,991 | $6.4M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +1.1% | 136,343 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Add +54.0% | 134,576 | $6.0M |
| Sciencast Management LP | 0.74% | Add +158.5% | 130,087 | $5.8M |
| SIH Partners, LLLP | 0.18% | New | 128,210 | $5.7M |
| PEAK6 LLC | 0.16% | Add +337.9% | 121,731 | $5.4M |
| Tidal Investments LLC | 0.02% | Add +43.7% | 121,173 | $5.4M |
| Shade Tree Advisors LLC | 3.78% | No change | 118,750 | $5.3M |
| Vanguard Capital Management LLC | 0.00% | — | 105,704 | $4.7M |
| Farallon Capital Management, L.L.C. | 0.03% | New | 105,000 | $4.7M |
| Rhumbline Advisers | 0.00% | Add +12.3% | 103,961 | $4.6M |
| XTX Topco Ltd | 0.08% | Add +46.3% | 103,817 | $4.6M |
| Barclays PLC | 0.00% | Add +435.6% | 98,861 | $4.4M |
| Landscape Capital Management, L.L.C. | 0.25% | Add +112.5% | 88,837 | $4.0M |
| D. E. Shaw & Co. | 0.00% | Add +380.5% | 86,480 | $3.8M |
| Oakum Bay Capital LLC | 2.05% | New | 85,878 | $3.8M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 80,626 | $3.6M |
| Mariner, LLC | 0.00% | Add +27.0% | 79,767 | $3.5M |
| Boothe Investment Group, Inc. | 1.11% | Add +1.4% | 77,458 | $3.4M |
| Bridgewater Associates | 0.01% | New | 75,660 | $3.4M |
| Qsemble Capital Management, LP | 0.25% | New | 73,678 | $3.3M |
| Cwm, LLC | 0.01% | Add +9.5% | 72,513 | $3.2M |
| Quadrature Capital Ltd | 0.04% | New | 69,448 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.7% | 65,729 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +35.6% | 63,831 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 63,291 | $2.8M |
| Eaton Financial Holdings Company, LLC | 0.86% | Reduce -4.3% | 59,324 | $2.6M |
| LPL Financial LLC | 0.00% | Add +71.8% | 54,060 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +22.1% | 52,561 | $2.3M |
| Aquatic Capital Management LLC | 0.07% | Reduce -37.8% | 52,088 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +136.9% | 51,625 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.3% | 50,958 | $2.3M |
"% of holder's portfolio" is GFS's weight in each manager's 13F, not the share of Globalfoundries Inc. the manager owns.