FORMULA SYSTEMS 1985 LTD (FORTY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 17,649 shares against 15,332,667 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2025q4i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | $787.1K | 7,716 | 0.03% | 28q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $344.6K | 3,315 | 0.00% | 19q | HELD |
| MORGAN STANLEY | $276.1K | 2,707 | 0.00% | 35q | HELD |
| Altshuler Shaham Ltd | $231.4K | 2,565 | 0.00% | 15q | -66.9%-$467.0K |
| Clal Insurance Enterprises Holdings Ltd | $80.9K | 777,703 | 0.36% | 11q | -5.7%-$4.9K |
| BlackRock, Inc. | $69.4K | 680 | 0.00% | 8q | HELD |
| ROYAL BANK OF CANADA | $51.0K | 500 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $10.4K | 100 | 0.00% | 8q | HELD |
| UBS Group AG | $5.8K | 57 | 0.00% | 16q | -55.1%-$7.1K |
| OSAIC HOLDINGS, INC. | $714 | 7 | 0.00% | 7q | +40.0% |
| Smartleaf Asset Management LLC | $206 | 2 | 0.00% | 3q | HELD |
| CX Institutional | $188 | 1,844 | 0.01% | 4q | -14.6% |
| WELLS FARGO & COMPANY/MN | $12 | 0 | 0.00% | 14q | HELD |
| Harel Insurance Investments & Financial Services Ltd. | $8 | 75 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-05 | 13G/A | MENORA MIVTACHIM HOLDINGS LTD.with 1 co-filers | 8.9% |
| 2026-07-29 | 13G/A | Harel Insurance Investments & Financial Services Ltd. | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $1.8M | 17,649 | 1 | 1 | 2 | 0.0% |
| Q1 2026 | 12 | $2.8M | 24,270 | 1 | 3 | 0 | 0.0% |
| Q4 2025 | 14 | $3.8M | 22,597 | 1 | 1 | 3 | 0.0% |
| Q3 2025 | 14 | $3.0M | 21,148 | 1 | 2 | 3 | 0.0% |
| Q2 2025 | 17 | $4.3M | 33,347 | 3 | 2 | 3 | 0.0% |
| Q1 2025 | 15 | $2.3M | 27,018 | 1 | 1 | 2 | 0.0% |
| Q4 2024 | 14 | $2.4M | 29,521 | 2 | 2 | 2 | 0.0% |
| Q3 2024 | 12 | $2.6M | 31,950 | 2 | 1 | 4 | 0.0% |
| Q2 2024 | 12 | $2.1M | 30,177 | 2 | 2 | 3 | 0.0% |
| Q1 2024 | 11 | $2.7M | 33,689 | 0 | 2 | 1 | 0.0% |
| Q4 2023 | 11 | $2.7M | 40,634 | 0 | 3 | 2 | 0.0% |
| Q3 2023 | 11 | $2.7M | 36,992 | 0 | 2 | 3 | 0.0% |
| Q2 2023 | 11 | $2.7M | 36,527 | 0 | 1 | 4 | 0.0% |
| Q1 2023 | 11 | $2.5M | 37,634 | 1 | 2 | 1 | 0.0% |
| Q4 2022 | 9 | $3.3M | 46,739 | 1 | 1 | 4 | 0.0% |
| Q3 2022 | 12 | $3.6M | 43,681 | 2 | 2 | 3 | 0.0% |
| Q2 2022 | 10 | $4.1M | 44,683 | 1 | 3 | 2 | 0.0% |
| Q1 2022 | 14 | $4.8M | 48,046 | 2 | 7 | 1 | 0.0% |
| Q4 2021 | 15 | $4.9M | 39,793 | 5 | 6 | 0 | 0.0% |
| Q3 2021 | 12 | $2.5M | 24,973 | 3 | 4 | 2 | 0.0% |
| Q2 2021 | 11 | $2.2M | 24,687 | 2 | 2 | 6 | 0.0% |
| Q1 2021 | 9 | $2.2M | 24,355 | 2 | 3 | 3 | 0.0% |
| Q4 2020 | 7 | $2.0M | 23,015 | 0 | 2 | 2 | 0.0% |
| Q3 2020 | 7 | $1.9M | 22,654 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 7 | $1.5M | 19,762 | 1 | 1 | 2 | 0.0% |
| Q1 2020 | 7 | $1.4M | 26,439 | 0 | 3 | 1 | 0.0% |
| Q4 2019 | 7 | $1.7M | 24,896 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 6 | $1.3M | 20,519 | 1 | 1 | 2 | 0.0% |
| Q2 2019 | 7 | $857.0K | 15,997 | 1 | 0 | 3 | 0.0% |
| Q1 2019 | 6 | $697.0K | 15,364 | 3 | 2 | 1 | 0.0% |
| Q4 2018 | 4 | $577.0K | 15,412 | 0 | 0 | 0 | 0.0% |