Who owns GlobalFoundries (GFS)?
47 holders named in SEC filings declare between 93.6% and 96.2% of GlobalFoundries' shares outstanding, as of Jun 30, 2026. The largest are Mubadala Investment Co PJSC (71.9%), Fidelity (FMR) (12.6%) and JPMorgan (1.2%); the five largest hold 87.2% together. Another 396 institutions hold small positions worth 2.0%. At least 1.8% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 5.5% and sold 8.6% of the shares, a net sale of 3.1%; 129 opened a position, 154 added, 88 reduced and 45 sold out. Biggest buyers: Fidelity (FMR) (+5.8M shares) and T. Rowe Price (+3.9M shares). Biggest sellers: Mubadala Investment Co PJSC (-23.5M) and Slate Path Capital LP (-5.0M). Schedule 13D/G filings since Mar 31, 2026: FMR LLC raised its stake to 12.6% on Jun 30, 2026 and Mubadala Investment Co PJSC cut its stake to 71.9% on Jun 30, 2026. Over time, 429 managers declared GlobalFoundries in their 13F for Q2 2026, against 131 for Q4 2021: together at most 98.2% of the shares outstanding, against 12.1%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Mubadala Investment Co PJSC | 13F | 71.9% | Jun 30, 2026 | Q4 2023 |
| Fidelity (FMR) | 13F | 12.6% | Jun 30, 2026 | Q4 2021 |
| JPMorgan | 13F | 1.2% | Jun 30, 2026 | Q4 2021 |
| Marshall Wace | 13F | 0.82% | Jun 30, 2026 | Q2 2025 |
| T. Rowe Price | 13F | 0.72% | Jun 30, 2026 | Q3 2022 |
| Two Sigma | 13F | 0.61% | Jun 30, 2026 | Q1 2023 |
| BlackRock | 13F | 0.57% | Jun 30, 2026 | Q4 2021 |
| Victory Capital Management, Inc. | 13F | 0.56% | Jun 30, 2026 | Q2 2026 |
| Morgan Stanley | 13F | 0.56% | Jun 30, 2026 | Q4 2021 |
| BESSEMER GROUP INC | 13F | 0.51% | Jun 30, 2026 | Q3 2025 |
| Citadel | 13F | 0.46% | Jun 30, 2026 | Q4 2021 |
| Jane Street | 13F | 0.42% | Jun 30, 2026 | Q2 2025 |
| AQR | 13F | 0.38% | Jun 30, 2026 | Q4 2022 |
| Invesco | 13F | 0.38% | Jun 30, 2026 | Q4 2021 |
| VOYA INVESTMENT MANAGEMENT LLC | 13F | 0.36% | Jun 30, 2026 | Q2 2022 |
| Millennium | 13F | 0.32% | Jun 30, 2026 | Q3 2023 |
| Dimensional | 13F | 0.24% | Jun 30, 2026 | Q2 2023 |
| Phoenix Financial Ltd. | 13F | 0.24% | Jun 30, 2026 | Q1 2026 |
| Geode Capital | 13F | 0.22% | Jun 30, 2026 | Q4 2021 |
| State Street | 13F | 0.22% | Jun 30, 2026 | Q4 2021 |
| Qube Research & Technologies Ltd | 13F | 0.22% | Jun 30, 2026 | Q4 2025 |
| Goldman Sachs | 13F | 0.21% | Jun 30, 2026 | Q4 2021 |
| FRED ALGER MANAGEMENT, LLC | 13F | 0.19% | Jun 30, 2026 | Q2 2026 |
| UBS | 13F | 0.18% | Jun 30, 2026 | Q4 2021 |
| Mirae Asset | 13F | 0.15% | Jun 30, 2026 | Q3 2022 |
GlobalFoundries institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2021 | 131 | 12.1% | $4.2B | 77.0% |
| Q4 2022 | 249 | 16.2% | $4.8B | 74.9% |
| Q4 2023 | 255 | 100.4% | $33.7B | 96.7% |
| Q4 2024 | 261 | 100.4% | $23.8B | 96.5% |
| Q4 2025 | 316 | 101.0% | $19.6B | 96.6% |
| Q2 2026 | 429 | 98.2% | $45.0B | 96.2% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.