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GFS in the 13F filings

Globalfoundries Inc · CUSIP G39387108

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 10 listed it in both
Shares listed
97,245,794
combined, among listed positions
Reported value
$8.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,328,094.

Managers listing GFS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)69,848,379$5.8bn0.25%Added+5,790,21313 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP4,581,796$378m0.30%Trimmed-469,85213 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,985,630$328munder 0.1%Added+3,921,79914 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP3,417,505$282m0.20%Added+743,20814 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC2,548,013$210munder 0.1%Added+525,0562 Sep 2026 (the filing on sec.gov)
Jane Street Group LLC2,349,749$194munder 0.1%Added+429,57814 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC2,119,474$174m0.06%Trimmed-1,105,50914 Aug 2026 (the filing on sec.gov)
Invesco Ltd2,097,782$173munder 0.1%Added+1,236,37214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC1,758,834$145m0.05%Trimmed-1,424,26114 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC783,319$65m0.08%Trimmed-559,44714 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC766,375$63m0.07%Trimmed-726,10714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC504,331$42munder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
Tudor Investment Corp459,322$38m0.05%Added+439,16314 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP411,923$34munder 0.1%Added+346,19414 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP331,221$27munder 0.1%Trimmed-313,96414 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.255,261$21munder 0.1%Added+168,78114 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC230,148$19m0.07%Added+34,8693 Aug 2026 (the filing on sec.gov)
Man Group PLC222,956$18munder 0.1%Added+52,01414 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC188,530$16munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP297,503$13munder 0.1%Added+80014 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC40,124$3.3munder 0.1%Added+22,44214 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd10,527$868kunder 0.1%Trimmed-14,37914 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP7,964$656kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP7,883$650kunder 0.1%Trimmed-67,77714 Aug 2026 (the filing on sec.gov)
PDT Partners LLC6,626$546kunder 0.1%Trimmed-3,60014 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

05101520222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
GFS by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20213$1.1bnn.a.n.a.
Q1 20226$1.5bnn.a.n.a.
Q2 20225$1.1bnn.a.n.a.
Q3 20224$1.5bnn.a.n.a.
Q4 20227$1.8bnn.a.n.a.
Q1 202312$2.4bnn.a.n.a.
Q2 20239$2.2bnn.a.n.a.
Q3 20237$2.2bnn.a.n.a.
Q4 20234$2.2bn23
Q1 20245$2.3bn41
Q2 20249$2.7bn72
Q3 20245$2.1bn33
Q4 20244$2.3bn13
Q1 20256$2.0bn51
Q2 20256$2.0bn33
Q3 20255$2.1bn50
Q4 20259$2.4bn198
Q1 202613$3.7bn2210
Q2 202612$7.3bn1814

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

GFS and NVDA →GFS and AVGO →GFS and MU →Choose a stock to compare with GFS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own GFS, latest filings →Back to the 13F Explorer →