Institutional Ownership
Formula Systems 1985 Ltd
CUSIP 346414105SPONSORED ADSFORTYQ1 2026
13D / 13G Filings
40
Schedule 13D/13G on record
Beneficial Filers
12
Distinct reporting persons
Largest Stake
37.5%
Max % of class reported
Institutional Holders
14
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
40 filings · latest Nov 14, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 14, 2024 | Phoenix Financial Ltd. | 13G/A | 7.0% | 1.07M | SEC |
| 2 | May 6, 2024 | Meitav Investment House Ltd | 13G/A | 4.9% | 757.6K | SEC |
| 3 | Mar 25, 2024 | Meitav Investment House Ltd | 13G/A | 5.0% | 769.2K | SEC |
| 4 | Feb 14, 2024 | Clal Insurance Enterprises Holdings Ltd | 13G/A | 5.3% | 808.1K | SEC |
| 5 | Feb 14, 2024 | Menora Mivtachim Holdings Ltd. | 13G/A | 7.1% | 1.09M | SEC |
| 6 | Feb 12, 2024 | Phoenix Holdings Ltd. | 13G/A | 7.1% | 1.08M | SEC |
| 7 | Jan 31, 2024 | Yelin Lapidot Holdings Management Ltd. | 13G/A | 6.4% | — | SEC |
| 8 | Jan 30, 2024 | Harel Insurance Investments & Financial Services Ltd. | 13G/A | 8.6% | 1.32M | SEC |
| 9 | Aug 17, 2023 | Meitav Investment House Ltd | 13G/A | 4.9% | 744.8K | SEC |
| 10 | Aug 7, 2023 | Meitav Investment House Ltd | 13G/A | 5.0% | 766.7K | SEC |
30 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Formula Systems 1985 Ltd.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Altshuler Shaham Ltd | 7.7K | $926.3K |
| 2 | Ghp Investment Advisors, Inc. | 7.7K | $850.9K |
| 3 | Dimensional Fund Advisors LP | 3.3K | $391.2K |
| 4 | Morgan Stanley | 2.7K | $298.6K |
| 5 | Elevation Point Wealth Partners, LLC | 1.9K | $205.7K |
| 6 | Clal Insurance Enterprises Holdings Ltd | 824.7K | $98.7K |
| 7 | Blackrock, Inc. | 680 | $75.0K |
| 8 | Ubs Group AG | 127 | $14.0K |
| 9 | Bnp Paribas Financial Markets | 100 | $11.0K |
| 10 | Sbi Securities Co., Ltd. | 10 | $1.1K |