Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JOBY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | TOYOTA MOTOR CORP/ | 128.5M | $1.06B | 0.0% | 13.065% | 43.47% |
| 2 | BAILLIE GIFFORD & CO | 62.4M | $515.6M | +25.9% | 6.349% | 0.53% |
| 3 | BlackRock, Inc. | 46.6M | $384.5M | +17.1% | 4.735% | 0.01% |
| 4 | Capricorn Investment Group LLC | 28.5M | $244.9M | 0.0% | 2.896% | 40.71% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26.0M | $214.9M | β | 2.646% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 26.0M | $214.7M | β | 2.644% | 0.01% |
| 7 | INTEL CORP | 15.3M | $126.5M | 0.0% | 1.558% | 26.92% |
| 8 | DELTA AIR LINES, INC. | 14.6M | $120.5M | +32.1% | 1.484% | 31.91% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 13.8M | $114.4M | +17.4% | 1.408% | 0.01% |
| 10 | STATE STREET CORP | 13.1M | $108.6M | +21.6% | 1.337% | 0.00% |
| 11 | MORGAN STANLEY | 11.6M | $96.0M | +12.3% | 1.182% | 0.01% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.7M | $80.1M | +47.0% | 0.987% | 0.01% |
| 13 | UBS Group AG | 7.3M | $60.4M | -6.1% | 0.744% | 0.01% |
| 14 | Uber Technologies, Inc | 7.1M | $59.0M | 0.0% | 0.726% | 1.64% |
| 15 | ARK Investment Management LLC | 6.2M | $51.0M | +83.9% | 0.628% | 0.40% |
| 16 | NORTHERN TRUST CORP | 4.9M | $40.7M | +18.0% | 0.501% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.9M | $40.1M | +11.1% | 0.494% | 0.01% |
| 18 | 8VC GP I, LLC | 4.8M | $39.6M | 0.0% | 0.488% | 100.00% |
| 19 | Clear Street Group Inc. | 4.4M | $36.2M | +22.0% | 0.446% | 0.15% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 4.2M | $34.6M | β | 0.426% | 0.01% |
| 21 | IEQ CAPITAL, LLC | 4.0M | $33.3M | -0.0% | 0.410% | 0.15% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 4.0M | $33.1M | +194.5% | 0.407% | 0.05% |
| 23 | CITIGROUP INC | 3.9M | $32.4M | +1888.4% | 0.399% | 0.01% |
| 24 | Squarepoint Ops LLC | 3.9M | $31.9M | +520.9% | 0.392% | 0.04% |
| 25 | VOYA INVESTMENT MANAGEMENT LLC | 3.8M | $31.6M | +46.4% | 0.389% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in JOBY β a direct measure of their conviction.
Filings activity in JOBY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new JOBY position in Q1 2026
Institutions that fully closed their JOBY position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 511 | +4.7% | 49.50% | 22.50 pp | $4.45B | 31% |
| Q4 2025 | 488 | +12% | 72.00% | 13.43 pp | $6.48B | 16% |
| Q3 2025 | 437 | +13% | 85.43% | +27.92 pp | $7.69B | +49% |
| Q2 2025 | 386 | +13% | 57.51% | +28.95 pp | $5.17B | +101% |
| Q1 2025 | 341 | +8.3% | 28.56% | 9.36 pp | $2.57B | 25% |
| Q4 2024 | 315 | +32% | 37.92% | +22.27 pp | $3.41B | +142% |
| Q3 2024 | 239 | 2.0% | 15.65% | 0.97 pp | $1.41B | 5.8% |
| Q2 2024 | 244 | β | 16.62% | β | $1.49B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying JOBY stock.
Based on Q1 2026 13F filings, institutional ownership of Joby Aviation, Inc. stands at 49.5%, held across 511 reporting institutions.
TOYOTA MOTOR CORP/ is the largest reported institutional holder of JOBY, with approximately 128,454,401 shares worth $1.06B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of JOBY, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, ARK Investment Management LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for JOBY is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
111 institutions opened new positions in JOBY during Q1 2026, while 88 fully exited. 62 added to existing positions and 337 trimmed.
JOBY institutional ownership fell by 22.50 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 69.7% of all reported 13F value in JOBY, and the top 25 account for 85.5%.
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.
Joby Aviation, Inc. (JOBY) Institutional Ownership