GFS in the 13F filings
Globalfoundries Inc · CUSIP G39387108
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 25
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 5 listed it in both
- Shares listed
- 76,863,615
- combined, among listed positions
- Reported value
- $2.7bn
- combined, at the quarter end
Among the 92 comparable managers: 19 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,036,465.
Managers listing GFS in Q4 2025
25 of 25 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 55,462,583 shares now+3,366,211
- Jane Street Group LLCexisting position · 1,771,801 shares now+1,403,158
- Millennium Management LLCexisting position · 2,286,806 shares now+1,352,737
- Marshall Wace LLPexisting position · 2,382,003 shares now+1,328,129
- Two Sigma Investments LPexisting position · 1,844,267 shares now+1,186,998
Reductions
- Invesco Ltdexisting position · 820,093 shares now-2,142,292
- Susquehanna International Group LLPexisting position · 904,903 shares now-1,599,274
- Citadel Advisors LLCexisting position · 1,798,019 shares now-1,254,491
- AllianceBernstein LPexisting position · 27,717 shares now-86,289
- Walleye Capital LLCexisting position · 15,036 shares now-55,770
New positions and exits
New (5)
Exited (2)
- Point72 Asset Management LPwas $3.2m
- Acadian Asset Management LLCwas $2.3m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 3 | $1.1bn | n.a. | n.a. |
| Q1 2022 | 6 | $1.5bn | n.a. | n.a. |
| Q2 2022 | 5 | $1.1bn | n.a. | n.a. |
| Q3 2022 | 4 | $1.5bn | n.a. | n.a. |
| Q4 2022 | 7 | $1.8bn | n.a. | n.a. |
| Q1 2023 | 12 | $2.4bn | n.a. | n.a. |
| Q2 2023 | 9 | $2.2bn | n.a. | n.a. |
| Q3 2023 | 7 | $2.2bn | n.a. | n.a. |
| Q4 2023 | 4 | $2.2bn | 2 | 3 |
| Q1 2024 | 5 | $2.3bn | 4 | 1 |
| Q2 2024 | 9 | $2.7bn | 7 | 2 |
| Q3 2024 | 5 | $2.1bn | 3 | 3 |
| Q4 2024 | 4 | $2.3bn | 1 | 3 |
| Q1 2025 | 6 | $2.0bn | 5 | 1 |
| Q2 2025 | 6 | $2.0bn | 3 | 3 |
| Q3 2025 | 5 | $2.1bn | 5 | 0 |
| Q4 2025 | 9 | $2.4bn | 19 | 8 |
| Q1 2026 | 13 | $3.7bn | 22 | 10 |
| Q2 2026 | 12 | $7.3bn | 18 | 14 |
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 →