Toyota Discloses $1.99B in Strategic Stakes: $840M in Grab, $1.15B in Joby Aviation
TM is trading near its 52-week low of $166.1 (11% above the low).
Summary
Toyota's 13F filing reveals $1.99 billion in strategic equity stakes: $840 million in Grab Holdings and $1.15 billion in Joby Aviation, highlighting bets on ride-hailing and eVTOL technology.
Key Events · Ownership and Investor Activity · TM
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Toyota Reveals $840M Grab Stake
Holds 222.9 million Class A ordinary shares of Grab Holdings, valued at $840 million as of June 30, 2026.
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Toyota Builds $1.15B Joby Aviation Position
Owns 122.6 million shares of Joby Aviation under sole discretion and an additional 5.9 million shares under defined discretion across three affiliates, totaling $1.15 billion.
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Strategic Mobility Bets
The Grab stake deepens Toyota's exposure to Southeast Asian ride-hailing and fintech; the Joby stake reinforces its commitment to eVTOL aircraft development.
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Capital Allocation Context
The $1.99 billion in disclosed equity positions comes as Toyota simultaneously executes a massive share buyback program and reports a 75.6% YoY net income jump in Q1 FY2027.
Analysis · TM · Manufacturing
A 13F filing from Toyota reveals two large, previously undisclosed equity positions: an $840 million stake in Grab Holdings and a combined $1.15 billion stake in Joby Aviation. Together, these holdings total nearly $2 billion and signal deepening strategic bets on mobility and air-taxi technology. The Grab stake aligns with the company's push into Southeast Asian ride-hailing and fintech, while the Joby investment underscores its commitment to electric vertical takeoff and landing (eVTOL) aircraft. For a company that just completed a massive share buyback and is navigating a profit recovery, these positions show capital is also being deployed into future mobility platforms.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.9% of the 1656 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TM was trading at $185.00 on NYSE in the Manufacturing sector, with a market capitalization of approximately $200.5B. The 52-week trading range was $166.10 to $248.90. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.