Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

FORMULA SYSTEMS (1985) LTD

CIK 0001045986FORTY· quarter ending 2026-06-30
Shares outstanding
15,332,667
Held by 13F filers
797,271
5.2% of shares outstanding
Holders
14
-1 vs 2026-03-31 · 1 new, 2 exited
Value
$82.9M
shares -6.3% vs prior quarter

Share classes (cover page of the 20-F filed 2026-05-13, as of 2025-12-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockFORTY · NASDAQ15,332,667797,2715.2%14346414105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
346414105SPONSORED ADS14797,27115,332,6675.2%$82.9M—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (14 of 14 · 346414105)

change vs 2026-03-31
#FilerShares% of classValueChange
1Clal Insurance Enterprises Holdings Ltd777,7035.07%$80.9M-47,000 (-5.7%)
2GHP Investment Advisors, Inc.7,7160.05%$787K—
3DIMENSIONAL FUND ADVISORS LP3,3150.02%$345K—
4MORGAN STANLEY2,7070.02%$276K-1 (-0.0%)
5Altshuler Shaham Ltd2,5650.02%$231K-5,177 (-66.9%)
6CX Institutional1,8440.01%$188K-315 (-14.6%)
7BlackRock, Inc.6800.00%$69K—
8ROYAL BANK OF CANADA5000.00%$51KNEW
9BNP PARIBAS FINANCIAL MARKETS1000.00%$10K—
10Harel Insurance Investments & Financial Services Ltd.750.00%$8K—
11UBS Group AG570.00%$6K-70 (-55.1%)
12OSAIC HOLDINGS, INC.70.00%$714+2 (+40.0%)
13Smartleaf Asset Management LLC20.00%$206—
14WELLS FARGO & COMPANY/MN00.00%$12—
Exited since 2026-03-31 (2 filers; largest 2 shown)
ELEVATION POINT WEALTH PARTNERS, LLC−1,865
SBI Securities Co., Ltd.−10

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
MENORA MIVTACHIM HOLDINGS LTD.SCHEDULE 13G/A2026-08-052026-06-301,359,0618.86%
Menora Mivtachim Pensions & Gemel Ltd.SCHEDULE 13G/A2026-08-052026-06-301,203,2417.85%
Harel Insurance Investments & Financial Services Ltd.SCHEDULE 13G/A2026-07-292026-06-30748,1114.9%
MEITAV INVESTMENT HOUSE LTDSCHEDULE 13G/A2026-06-082026-06-04760,3674.96%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.