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 857,482 shares, which have been reported (via 13F filing form) to have a value of $96.7 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
|
$93 Million
0.74% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
7,288
shares
|
$822,159
0.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
6,961
shares
|
$785,270
0.04% of portfolio
|
Q4 2019
Added 27.49%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
4,240
shares
|
$478,314
0.02% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$451,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,563
shares
|
$401,942
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,808
shares
|
$316,770
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,740
shares
|
$196,289
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$112,810
0.0% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
680
shares
|
$76,710
0.0% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
568
shares
|
$64,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
292
shares
|
$32,940
0.0% of portfolio
|
Q2 2025
Reduced 29.47%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
113
shares
|
$12,747
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
71
shares
|
$8,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13
shares
|
$1,466
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
10
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
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
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|