FORTY · Formula Systems (1985) Ltd · Shareholders & Ownership
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Every disclosed holder of FORTY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FORTY
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 797,381 | — |
| Insiders (Forms 3, 4, 5) | 1,829,806 | — |
| 13D/G-only blocks | 4,164,204 | — |
| Registered funds (N-PORT, not summed) | 2,475 | — |
% Out is unavailable: a foreign private issuer reports ordinary shares, a different unit from the listed shares.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FORTY
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
1,797,973 | ||
| 2 |
MENORA MIVTACHIM HOLDINGS LTD.
13G
CIK 1351917 · Unknown · Jun 30, 2026
Rule 13d-1(c), passive investor
|
1,359,061 | ||
| 3 |
Phoenix Financial Ltd.
13G
CIK 1679543 · Unknown · Sep 30, 2024
Rule 13d-1(c), passive investor, unconfirmed, last confirmed Sep 30, 2024
|
1,065,978 | ||
| 4 |
Yelin Lapidot Holdings Management Ltd.
13G
CIK 1590495 · Unknown · Dec 31, 2023
Rule 13d-1(c), passive investor, unconfirmed, last confirmed Dec 31, 2023
|
981,589 | ||
| 5 |
Clal Insurance Enterprises Holdings Ltd
13F
CIK 1376192 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
777,703 | ||
| 6 |
MEITAV INVESTMENT HOUSE LTD
13G
CIK 1398346 · Unknown · May 2, 2024
Rule 13d-1(c), passive investor, unconfirmed, last confirmed May 2, 2024
|
757,576 | ||
| 7 |
|
31,833 | ||
| 8 |
GHP Investment Advisors, Inc.
13F
CIK 1401561 · Registered investment adviser · Sep 30, 2026
|
7,716 | ||
| 9 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Sep 30, 2026
|
3,315 | ||
| 9.1 |
International Sustainability Core 1 Portfolio
Fund
S000020423 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,495 | ||
| 9.2 |
Dimensional International Core Equity 2 ETF
Fund
S000075152 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
278 | ||
| 9.3 |
World ex U.S. Targeted Value Portfolio
Fund
S000038670 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
229 | ||
| 9.4 |
Dimensional International Sustainability Core 1 ETF
Fund
S000076640 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
20 | ||
| 9.5 |
Dimensional International High Profitability ETF
Fund
S000075155 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
16 | ||
| 10 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,707 | ||
| 11 |
Altshuler Shaham Ltd
13F
CIK 1324290 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,565 | ||
| 12 |
CX Institutional
13F
CIK 1737089 · Registered investment adviser · Sep 30, 2026
|
1,844 | ||
| 13 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
680 | ||
| 14 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500 | ||
| 15 |
Fidelity Nasdaq Composite Index Fund
Fund
S000055366 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
193 | ||
| 16 |
M International Equity Fund
Fund
S000006151 · Registered fund · Mar 31, 2026
M FUND INC, not summed
|
122 | ||
| 17 |
M International Equity Fund
Fund
S000102348 · Registered fund · Jun 30, 2026
NORTHERN LIGHTS FUND TRUST II, not summed
|
122 | ||
| 18 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
100 | ||
| 19 |
Harel Insurance Investments & Financial Services Ltd.
13F
CIK 1429390 · Unknown · Sep 30, 2026
|
75 | ||
| 20 |
Signature Equity Partners, LLC
13F
CIK 2109813 · Registered investment adviser · Sep 30, 2026
|
70 | ||
| 21 |
|
57 | ||
| 22 |
SBI Securities Co., Ltd.
13F
CIK 1851815 · Non-US institution · Sep 30, 2026
|
40 | ||
| 23 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7 | ||
| 24 |
Smartleaf Asset Management LLC
13F
CIK 2010393 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.