FORTY
Formula Systems (1985) Ltd
$107.00
+0.00 (+0.00%)
At close · Jul 2
Market Cap
$1.64B
Shares
15,332,667
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 15
Total Value: $93,821,111
Total Shares: 850,892
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 15 13F filersTop Holder
96.9%
of institutional value
Top 5
99.4%
of institutional value
Top 10
100.0%
of institutional value
HHI
9,389
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large Clal Insurance Enterprises Holdings Ltd Insurance | $90,948,246 | 96.94% | 824,703 | Shares | Defined | 2026-05-12 | ||||
| Mid Altshuler Shaham Ltd | $853,787 | 0.91% | 7,742 | Shares | Defined | 2026-05-18 | ||||
| Mid GHP Investment Advisors, Inc. | $850,920 | 0.91% | 7,716 | Shares | Sole | 2026-04-21 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $365,576 | 0.39% | 3,315 | Shares | Sole | 2026-05-07 | ||||
| Mega MORGAN STANLEY | $298,637 | 0.32% | 2,708 | Shares | Defined | 2026-05-15 | ||||
| Mid ELEVATION POINT WEALTH PARTNERS, LLC | $205,672 | 0.22% | 1,865 | Shares | Sole | 2026-04-27 | ||||
| Mid CX Institutional | $188,106 | 0.20% | 1,844 | Shares | Sole | 2026-07-02 | ||||
| Mega BlackRock, Inc. | $74,990 | 0.08% | 680 | Shares | Sole | 2026-05-13 | ||||
| Mega UBS Group AG | $14,005 | 0.01% | 127 | Shares | Defined | 2026-05-05 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $11,028 | 0.01% | 100 | Shares | Defined | 2026-05-12 | ||||
| Large Harel Insurance Investments & Financial Services Ltd. Insurance | $8,271 | 0.01% | 75 | Shares | Defined | 2026-05-05 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $1,102 | 0.00% | 10 | Shares | Defined | 2026-04-28 | ||||
| Large OSAIC HOLDINGS, INC. | $551 | 0.00% | 5 | Shares | Defined | 2026-05-15 | ||||
| Mid Smartleaf Asset Management LLC | $220 | 0.00% | 2 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $0 | 0.00% | 0 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||