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 16 institutions that hold shares in the stock, with a total of 851,651 shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
824,703
shares
|
$105 Million
0.74% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
7,288
shares
|
$930,604
0.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
6,961
shares
|
$888,850
0.03% of portfolio
|
Q4 2019
Added 27.49%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
3,926
shares
|
$501,310
0.01% of portfolio
|
Q1 2025
Reduced 38.51%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
3,654
shares
|
$466,579
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,808
shares
|
$358,553
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,000
shares
|
$127,690
0.0% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
680
shares
|
$86,829
0.0% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
414
shares
|
$52,863
0.0% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
113
shares
|
$14,428
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
71
shares
|
$9,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
20
shares
|
$2,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
10
shares
|
$1,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3
shares
|
$383
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|