SCHEDULE: Manulife Updates Mobileye Global Stake to 5.60%

Sentiment:

Beneficial Ownership Report Amendment


Manulife Financial Corporation and its subsidiaries have filed an amendment to their Schedule 13G, disclosing a 5.60% beneficial ownership in Mobileye Global Inc. Class A Common Stock.

Summary

  • Manulife Financial Corporation, along with its indirect, wholly-owned subsidiaries Manulife Investment Management Limited (MIML) and Manulife Investment Management (US) LLC (MIM (US)), filed an Amendment No. 3 to Schedule 13G.
  • The filing reports beneficial ownership of Mobileye Global Inc. Class A Common Stock.
  • MIM (US) beneficially owns 12,091,804 shares, representing 5.60% of the Class A Common Stock, with sole voting and dispositive power over these shares.
  • MIML beneficially owns 4,104 shares, representing 0.01% of the Class A Common Stock, with sole voting and dispositive power over these shares.
  • Manulife Financial Corporation, as the parent holding company, may be deemed to have beneficial ownership of the shares held by its subsidiaries.
  • The total outstanding Class A Common Stock of Mobileye Global Inc. was 216,005,938 shares as of July 15, 2025, according to the issuer's Form 10-Q filed on July 24, 2025.

Sentiment

Score: 5

Explanation: The filing is a routine amendment to a beneficial ownership report, indicating a significant, stable institutional stake. It primarily serves to update the market on Manulife's continued passive investment in Mobileye Global Inc., without suggesting any immediate change in investment thesis or significant market-moving events.

Positives

  • A significant institutional investor, Manulife, maintains a substantial stake (5.60%) in Mobileye Global Inc., indicating continued presence and confidence in the issuer.

Risks

  • No specific risks related to Mobileye Global Inc. or the investment are detailed in this filing, which focuses solely on beneficial ownership disclosure.

Future Outlook

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

Industry Context

This filing reflects a routine disclosure by a major financial institution regarding its passive investment stake in Mobileye Global Inc., a leader in autonomous driving and advanced driver-assistance systems. It does not provide insights into broader industry trends or competitive dynamics beyond confirming Manulife's continued presence as an investor in the sector.

Stakeholder Impact

  • Shareholders of Mobileye Global Inc. are informed of the continued significant institutional ownership by Manulife's investment entities.
  • This filing provides transparency regarding the ownership structure, which is beneficial for market participants.

Key Dates

DateDescription
2018-01-17Date of Power of Attorney for Graham Miller, Agent for Manulife Financial Corporation.
2018-01-29Date Schedule 13F-NT was filed by Manulife Financial Corporation, including the Power of Attorney.
2025-07-15Date as of which 216,005,938 shares of Class A Common Stock were outstanding, according to Mobileye's Form 10-Q.
2025-07-24Date Mobileye Global Inc. filed its Form 10-Q with the Securities and Exchange Commission.
2025-09-30Date of event which requires filing of this statement.
2025-10-22Signature date for Graham Miller, Agent for Manulife Financial Corporation.
2025-10-23Signature date for Paul M. Donahue, Chief Compliance Officer for Manulife Investment Management (US) LLC.
2025-11-12Signature date for Christopher Walker, Chief Compliance Officer for Manulife Investment Management Limited.

Keywords

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

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