Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GFS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Mubadala Investment Co PJSC | 423.0M | $18.82B | -6.1% | 76.030% | 91.83% |
| 2 | FMR LLC | 64.1M | $2.85B | +15.5% | 11.513% | 0.15% |
| 3 | MARSHALL WACE, LLP | 5.1M | $224.7M | +112.1% | 0.908% | 0.24% |
| 4 | Slate Path Capital LP | 5.0M | $224.3M | +3.8% | 0.906% | 3.33% |
| 5 | MORGAN STANLEY | 4.6M | $206.2M | +182.9% | 0.833% | 0.01% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 3.2M | $140.0M | +12.6% | 0.580% | 0.06% |
| 7 | BlackRock, Inc. | 3.1M | $137.4M | +7.2% | 0.555% | 0.00% |
| 8 | CITADEL ADVISORS LLC | 3.0M | $132.4M | +47.0% | 0.535% | 0.06% |
| 9 | TWO SIGMA INVESTMENTS, LP | 2.7M | $119.0M | +45.0% | 0.481% | 0.10% |
| 10 | GOLDMAN SACHS GROUP INC | 2.3M | $103.6M | +92.7% | 0.419% | 0.01% |
| 11 | Ghisallo Capital Management LLC | 1.8M | $80.1M | — | 0.324% | 2.21% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6M | $71.1M | -14.8% | 0.287% | 0.01% |
| 13 | Squarepoint Ops LLC | 1.5M | $66.4M | -26.2% | 0.268% | 0.09% |
| 14 | BALYASNY ASSET MANAGEMENT LLC | 1.3M | $59.7M | +46.0% | 0.241% | 0.20% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $59.6M | +2.4% | 0.241% | 0.01% |
| 16 | Burkehill Global Management, LP | 1.3M | $57.2M | — | 0.231% | 2.84% |
| 17 | STATE STREET CORP | 1.2M | $54.4M | +21.5% | 0.220% | 0.00% |
| 18 | Phoenix Holdings Ltd. | 1.1M | $49.1M | — | 0.199% | 0.47% |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $48.5M | +10.8% | 0.196% | 0.00% |
| 20 | Qube Research & Technologies Ltd | 1.1M | $47.5M | +1540.7% | 0.192% | 0.06% |
| 21 | Walleye Trading LLC | 908K | $40.4M | +83.4% | 0.163% | 0.10% |
| 22 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 900K | $40.0M | -5.3% | 0.162% | 0.06% |
| 23 | BANK OF AMERICA CORP /DE/ | 875K | $38.9M | +106.1% | 0.157% | 0.00% |
| 24 | UBS Group AG | 863K | $38.4M | -52.3% | 0.155% | 0.01% |
| 25 | Invesco Ltd. | 861K | $38.3M | +5.0% | 0.155% | 0.01% |
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 GFS — a direct measure of their conviction.
Filings activity in GFS 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 | 335 | +7.0% | 54.13% | +10.96 pp | $24.51B | +25% |
| Q4 2025 | 313 | +11% | 43.17% | 1.27 pp | $19.55B | 2.8% |
| Q3 2025 | 281 | 3.4% | 44.44% | 1.70 pp | $20.12B | 3.7% |
| Q2 2025 | 291 | +15% | 46.14% | +1.33 pp | $20.89B | +3.0% |
| Q1 2025 | 252 | 3.4% | 44.81% | 8.57 pp | $20.29B | 16% |
| Q4 2024 | 261 | +0.8% | 53.38% | +4.59 pp | $24.17B | +9.4% |
| Q3 2024 | 259 | 1.1% | 48.79% | 14.75 pp | $22.09B | 23% |
| Q2 2024 | 262 | — | 63.54% | — | $28.77B | — |
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 GFS stock.
Based on Q1 2026 13F filings, institutional ownership of GLOBALFOUNDRIES Inc. stands at 54.1%, held across 335 reporting institutions.
Mubadala Investment Co PJSC is the largest reported institutional holder of GFS, with approximately 423,042,773 shares worth $18.82B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of GFS, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for GFS is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
87 institutions opened new positions in GFS during Q1 2026, while 65 fully exited. 211 added to existing positions and 37 trimmed.
GFS institutional ownership rose by 10.96 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 93.6% of all reported 13F value in GFS, and the top 25 account for 96.9%.
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.
GLOBALFOUNDRIES Inc. (GFS) Institutional Ownership