Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AMBA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.8M | $195.0M | -1.0% | 8.638% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $191.3M | — | 8.473% | 0.01% |
| 3 | STATE STREET CORP | 2.0M | $101.7M | +16.1% | 4.505% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $93.4M | — | 4.136% | 0.00% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.6M | $81.6M | +49.5% | 3.616% | 0.07% |
| 6 | MILLENNIUM MANAGEMENT LLC | 1.5M | $77.9M | +730.8% | 3.448% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $53.0M | +0.9% | 2.346% | 0.00% |
| 8 | Legal & General Group Plc | 926K | $47.7M | +50.9% | 2.112% | 0.01% |
| 9 | MORGAN STANLEY | 725K | $37.3M | -20.5% | 1.652% | 0.00% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 639K | $32.9M | +28.1% | 1.456% | 0.01% |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | 601K | $30.9M | +7.8% | 1.369% | 0.07% |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | 572K | $29.4M | +61.9% | 1.303% | 0.21% |
| 13 | FIFTHDELTA Ltd | 547K | $28.1M | — | 1.246% | 3.88% |
| 14 | Point72 Asset Management, L.P. | 546K | $28.1M | -46.9% | 1.245% | 0.04% |
| 15 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 542K | $27.7M | +23.7% | 1.235% | 0.04% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 533K | $27.5M | -26.5% | 1.216% | 0.00% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 496K | $25.5M | +110.2% | 1.130% | 0.01% |
| 18 | Nuveen, LLC | 488K | $25.1M | +2.3% | 1.112% | 0.01% |
| 19 | BANK OF AMERICA CORP /DE/ | 482K | $24.8M | +7.8% | 1.098% | 0.00% |
| 20 | Stephens Investment Management Group LLC | 475K | $24.5M | -0.4% | 1.083% | 0.34% |
| 21 | Squarepoint Ops LLC | 461K | $23.7M | -42.0% | 1.050% | 0.03% |
| 22 | PINNACLE ASSOCIATES LTD | 430K | $22.1M | +19.8% | 0.981% | 0.28% |
| 23 | BNP Paribas Asset Management Holding S.A. | 385K | $19.8M | +24.4% | 0.877% | 0.02% |
| 24 | NORTHERN TRUST CORP | 375K | $19.3M | +3.0% | 0.854% | 0.00% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 364K | $18.8M | +14.4% | 0.831% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AMBA — a direct measure of their conviction.
Filings activity in AMBA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 292 | 7.3% | 56.96% | 25.64 pp | $1.69B | 31% |
| Q4 2025 | 315 | 0.3% | 82.60% | 16.78 pp | $2.46B | 17% |
| Q3 2025 | 316 | +7.8% | 99.38% | +21.99 pp | $2.95B | +28% |
| Q2 2025 | 293 | +1.7% | 77.39% | +22.01 pp | $2.30B | +40% |
| Q1 2025 | 288 | +0.3% | 55.38% | 45.52 pp | $1.65B | 45% |
| Q4 2024 | 287 | +13% | 100.90% | +40.29 pp | $3.00B | +66% |
| Q3 2024 | 253 | +1.6% | 60.61% | +1.62 pp | $1.80B | +2.7% |
| Q2 2024 | 249 | — | 58.99% | — | $1.75B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AMBA stock.
Based on Q1 2026 13F filings, institutional ownership of Ambarella, Inc. stands at 57.0%, held across 292 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AMBA, with approximately 3,789,215 shares worth $0.20B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of AMBA, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P., SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for AMBA is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in AMBA during Q1 2026, while 80 fully exited. 45 added to existing positions and 187 trimmed.
AMBA institutional ownership fell by 25.64 percentage points quarter-over-quarter, with a net change of -23 holders.
The top 10 institutions account for 53.8% of all reported 13F value in AMBA, and the top 25 account for 76.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ambarella, Inc. (AMBA) Institutional Ownership