Funds holding Formula Systems 1985 Ltd
ISIN US3464141056 · Israel · LEI 5299007HN634606FI520
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 217.3K $
This issuer has other securities: Formula Systems 1985 Ltd (IL0002560162)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,495 | 156K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 229 | 23.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 193 | 24.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| M International Equity Fund NORTHERN LIGHTS FUND TRUST II | 122 | 12.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| M International Equity Fund NORTHERN LIGHTS FUND TRUST II | 0.00 % | as of Jun 30, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 4 | 0 | 2,039 | 0.0 % |
| 2026Q2 | 4 | 0 | 2,039 | 0.0 % |
| 2026Q1 | 4 | -1 | 2,039 | -3.1 % |
| 2025Q4 | 5 | 0 | 2,105 | -9.7 % |
| 2025Q3 | 5 | 0 | 2,331 | -8.0 % |
| 2025Q2 | 5 | 0 | 2,534 | 0.0 % |
| 2025Q1 | 5 | 0 | 2,534 | -4.9 % |
| 2024Q4 | 5 | -1 | 2,664 | -6.8 % |
| 2024Q3 | 6 | 0 | 2,858 | -6.0 % |
| 2024Q2 | 6 | 0 | 3,040 | 0.0 % |
| 2024Q1 | 6 | 0 | 3,040 | 0.0 % |
| 2023Q4 | 6 | 3,040 |
Institutional managers
15 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 824,703 | 98.7K $ | as of Mar 31, 2026 |
| Altshuler Shaham Ltd | 7,742 | 926.3K $ | as of Mar 31, 2026 |
| GHP Investment Advisors, Inc. | 7,716 | 850.9K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,315 | 391.2K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,708 | 298.6K $ | as of Mar 31, 2026 |
| CX Institutional | 2,159 | 238 $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,865 | 205.7K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 680 | 75K $ | as of Mar 31, 2026 |
| UBS Group AG | 127 | 14K $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 100 | 11K $ | as of Mar 31, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | 75 | 9 $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 10 | 1.1K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 5 | 551 $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 2 | 225 $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 0 | 13 $ | as of Mar 31, 2026 |
Declared shareholders of Formula Systems 1985 Ltd
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. and 1 other | 8.86 % | 1,359,061 | as of Jun 30, 2026 · SCHEDULE 13G |
| Harel Insurance Investments & Financial Services Ltd. | 4.90 % | 748,111 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Formula Systems 1985 Ltd". https://titelia.com/en/stocks/formula-systems-1985-ltd-US3464141056