SCHEDULE: Manulife Discloses 12.4% Stake in Mobileye Global

Manulife Investment Management (US) LLC, a subsidiary of Manulife Financial Corporation, has disclosed a significant 12.40% beneficial ownership stake in Mobileye Global Inc.

Summary

• Manulife Financial Corporation (MFC) and its indirect, wholly-owned subsidiaries, Manulife Investment Management (US) LLC (MIM (US)) and Manulife Investment Management Limited (MIML), are the reporting entities.
• MIM (US) beneficially owns 12,465,414 shares of Mobileye Global Inc.'s Class A Common Stock.
• This ownership by MIM (US) represents 12.40% of the total 100,496,663 Class A Common Stock shares outstanding as of April 15, 2025.
• MIML beneficially owns 1,787 shares, representing 0.01% of the Class A Common Stock.
• MFC, as the parent company, may be deemed to have beneficial ownership of the shares held by MIM (US) and MIML.
• This is an Amendment No. 2 to Schedule 13G.

Sentiment

Score: 6

Explanation: The filing is a routine disclosure of a significant beneficial ownership stake. While not a performance report, a substantial institutional stake (12.40%) can be viewed positively as it signals confidence from a major financial entity, hence a slightly positive score.

Positives

• Manulife Investment Management (US) LLC holds a significant 12.40% stake in Mobileye Global Inc., indicating strong institutional interest and confidence.
• The beneficial ownership includes sole voting and dispositive power over the majority of the shares held by MIM (US).

Negatives

• No negative information is disclosed in this beneficial ownership filing.

Risks

• Intentional misstatements or omissions of fact constitute Federal criminal violations.

Future Outlook

The filing is a beneficial ownership disclosure and does not contain forward-looking statements or guidance regarding Mobileye Global Inc.'s future performance or Manulife's investment strategy.

Industry Context

This filing reflects a significant institutional investment in Mobileye Global Inc., a leader in autonomous driving technologies and advanced driver-assistance systems (ADAS). Such a substantial stake by a major financial institution like Manulife underscores the growing investor confidence in the long-term prospects of the autonomous vehicle and ADAS industry, which is experiencing rapid technological advancements and increasing adoption rates globally.

Comparison to Industry Standards

• Not applicable. This filing is a disclosure of beneficial ownership and does not contain financial results or operational metrics that can be directly compared to industry standards or specific comparable companies/projects.

Legal Proceedings

• The filing includes a standard warning that intentional misstatements or omissions of fact constitute Federal criminal violations.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially signaling confidence in the company.
• Investment Professionals: Offers insight into major institutional holdings, which can influence investment decisions.

Next Steps

• The filing does not explicitly mention any future actions, events, or milestones for Mobileye Global Inc. or Manulife's investment strategy beyond the routine compliance requirements.

Key Dates

Keywords

Mobileye Global Inc., Manulife Financial Corporation, Manulife Investment Management, Beneficial Ownership, Schedule 13G, Class A Common Stock, Institutional Investor, Equity Stake, Investment Management