HolderBook

JOBY AVIATION INC (JOBY)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

20
Reporting holders
$2.4M
Reported value
40.0%
Calls
0.0%
Puts
-523
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
TITLEIST ASSET MANAGEMENT, LLC$968.0Koptions only0.06%2qOPTIONS
Green Alpha Advisors, LLC$403.3K66,6540.27%4q+60.3%+$151.8K
Farther Finance Advisors, LLC$221.3K36,5720.00%13q+60.7%+$83.6K
Nautilus Advisors LLC$199.0K32,8930.12%6q+3.3%+$6.3K
RFG - Bristol Wealth Advisors, LLC$163.3K27,0000.04%4q+3.4%+$5.4K
Sound Income Strategies, LLC$145.5K25,2980.01%13q-1.0%-$1.4K
Echo45 Advisors LLC$104.8K17,3220.05%2q+10.4%+$9.9K
DKM Wealth Management, Inc.$62.3K10,3000.04%5qHELD
GAMMA Investing LLC$46.8K7,7390.00%10q+15.1%+$6.1K
CoreCap Advisors, LLC$21.2K3,5010.00%5q-57.8%-$29.0K
Versant Capital Management, Inc$21.2K3,5000.00%10qHELD
Hickory Point Bank & Trust$21.2K3,5000.01%3qHELD
MassMutual Private Wealth & Trust, FSB$17.7K2,9230.00%15q+120.3%+$9.7K
GK Wealth Management LLC$14.7K2,4270.01%newNEW
Rosenberg Matthew Hamilton$5.9K9720.00%8qHELD
Retirement Wealth Solutions LLC$1.2K2050.00%5q+8.5%
TOTH FINANCIAL ADVISORY CORP$1.1K1830.00%4qHELD
Planning Strategies Inc.$581960.00%newNEW
Noble Wealth Management PBC$303500.00%newNEW
Marquette Asset Management, LLC$1320.00%5q-96.9%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2813GBlackRock, Inc.5.1%
2026-06-3013D/ATOYOTA MOTOR CORP/13.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-092026-09-02Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-28Sciarra Paul CahillDirectorSold416,666$5.0M
2026-08-17Bevirt JoeBenCEO and Chief ArchitectSold596,667$4.7M
2026-07-15Bevirt JoeBenCEO and Chief ArchitectSold596,666$4.6M
2026-05-15Bevirt JoeBenCEO and Chief ArchitectSold421,019$4.4M ×2
2026-04-15Bevirt JoeBenCEO and Chief ArchitectSold460,981$4.2M ×3
2026-09-15Bevirt JoeBenCEO and Chief ArchitectSold606,667$3.8M
2026-06-02Brumana RodrigoChief Financial OfficerSold140,716$1.7M
2026-06-01Sciarra Paul CahillDirectorSold83,334$1.0M
2026-06-04Brumana RodrigoChief Financial OfficerSold78,489$886.9K
2026-05-06Allison EricChief Product OfficerSold74,844$748.4K
2026-08-13Sciarra Paul CahillDirectorSold62,500$497.5K
2026-10-02Sciarra Paul CahillDirectorSold62,500$380.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$2.4M241,13738440.0%
Q2 2026543$5.8B615,105,448872221075.0%
Q1 2026533$4.7B540,561,75098216874.2%
Q4 2025513$6.8B484,307,688991741145.4%
Q3 2025470$8.3B483,794,338130167925.8%
Q2 2025399$5.4B500,110,23281136823.4%
Q1 2025360$2.7B426,040,21662117672.8%
Q4 2024340$3.6B422,488,48081117414.7%
Q3 2024257$1.9B361,111,8222381532.8%
Q2 2024261$1.9B363,285,9835594422.5%
Q1 2024231$2.0B360,754,3543460632.2%
Q4 2023248$2.4B356,241,1174169412.4%
Q3 2023227$2.2B344,749,9255463391.8%
Q2 2023200$3.4B330,488,7874666322.1%
Q1 2023179$1.2B274,509,6922253291.3%
Q4 2022188$903.5M271,595,5364447331.8%
Q3 2022159$1.1B256,541,9972052292.3%
Q2 2022163$1.2B255,343,1456027292.7%
Q1 2022138$1.6B238,444,1664540192.1%
Q4 2021124$1.7B235,456,4744529163.0%
Q3 202194$1.9B187,829,74995002.9%