Institutional Ownership Formula Systems (1985) LTD (FORTY)
This table provides information about the institutional ownership of Formula Systems (1985) LTD (FORTY). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 855,877 shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
824,703
shares
|
$131 Million
0.88% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
7,716
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
7,288
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
5,365
shares
|
$850,352
0.01% of portfolio
|
Q3 2025
Added 26.53%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,236
shares
|
$512,906
0.0% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,838
shares
|
$449,823
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,714
shares
|
$430,169
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$158,500
0.0% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
680
shares
|
$107,780
0.0% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
123
shares
|
$19,495
0.0% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
113
shares
|
$17,910
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
71
shares
|
$11,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13
shares
|
$2,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,109
0.0% of portfolio
|
Q3 2025
Reduced 46.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|