OR YEHUDA, L3
FORMULA SYSTEMS (1985) LTDFORTY— Latest position per institution from SEC 13F filings
15
Institutional holders
815.66K
Total shares held
4.12M
Estimated value
40.78K
Avg. position size
CLAL INSURANCE ENTERPRISES HOLDINGS LTD
CIK 1376192
Shares
777.70K
Value
80.93K
Filed
Jun 30, 2026
GHP INVESTMENT ADVISORS, INC.
CIK 1401561
Shares
7.72K
Value
865.74K
Filed
Sep 30, 2026
TFG ADVISERS LLC
CIK 1806473
Shares
7.29K
Value
931.09K
Filed
Jun 30, 2025
NORTHERN TRUST CORP
CIK 73124
Shares
4K
Value
511K
Filed
Jun 30, 2025
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
3.31K
Value
344.56K
Filed
Jun 30, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
2.77K
Value
221.76K
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
2.71K
Value
276.14K
Filed
Jun 30, 2026
ALTSHULER SHAHAM LTD
CIK 1324290
Shares
2.56K
Value
231.38K
Filed
Jun 30, 2026
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 1744349
Shares
1.86K
Value
205.71K
Filed
Mar 31, 2026
CX INSTITUTIONAL
CIK 1737089
Shares
1.84K
Value
207.00
Filed
Sep 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1K
Value
167.35K
Filed
Dec 31, 2025
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
680.00
Value
47.09K
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
680.00
Value
69.37K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
568.00
Value
72.56K
Filed
Jun 30, 2025
ROYAL BANK OF CANADA
CIK 1000275
Shares
500.00
Value
51K
Filed
Jun 30, 2026
RHUMBLINE ADVISERS
CIK 1115418
Shares
113.00
Value
19.83K
Filed
Dec 31, 2025
PRIVATE TRUST CO NA
CIK 1277557
Shares
100.00
Value
8.30K
Filed
Mar 31, 2024
BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
Shares
100.00
Value
10.39K
Filed
Jun 30, 2026
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.
CIK 1429390
Shares
75.00
Value
8.00
Filed
Jun 30, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
71.00
Value
9.96K
Filed
Sep 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 1376192 | 777.70K | 80.93K | Jun 30, 2026 |
| 2 | GHP INVESTMENT ADVISORS, INC. | 1401561 | 7.72K | 865.74K | Sep 30, 2026 |
| 3 | TFG ADVISERS LLC | 1806473 | 7.29K | 931.09K | Jun 30, 2025 |
| 4 | NORTHERN TRUST CORP | 73124 | 4K | 511K | Jun 30, 2025 |
| 5 | DIMENSIONAL FUND ADVISORS LP | 354204 | 3.31K | 344.56K | Jun 30, 2026 |
| 6 | JANE STREET GROUP, LLC | 1595888 | 2.77K | 221.76K | Sep 30, 2024 |
| 7 | MORGAN STANLEY | 895421 | 2.71K | 276.14K | Jun 30, 2026 |
| 8 | ALTSHULER SHAHAM LTD | 1324290 | 2.56K | 231.38K | Jun 30, 2026 |
| 9 | ELEVATION POINT WEALTH PARTNERS, LLC | 1744349 | 1.86K | 205.71K | Mar 31, 2026 |
| 10 | CX INSTITUTIONAL | 1737089 | 1.84K | 207.00 | Sep 30, 2026 |
| 11 | BANK OF AMERICA CORP /DE/ | 70858 | 1K | 167.35K | Dec 31, 2025 |
| 12 | BLACKROCK FINANCE, INC. | 1364742 | 680.00 | 47.09K | Jun 30, 2024 |
| 13 | BLACKROCK, INC. | 2012383 | 680.00 | 69.37K | Jun 30, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 568.00 | 72.56K | Jun 30, 2025 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 500.00 | 51K | Jun 30, 2026 |
| 16 | RHUMBLINE ADVISERS | 1115418 | 113.00 | 19.83K | Dec 31, 2025 |
| 17 | PRIVATE TRUST CO NA | 1277557 | 100.00 | 8.30K | Mar 31, 2024 |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 1166588 | 100.00 | 10.39K | Jun 30, 2026 |
| 19 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 1429390 | 75.00 | 8.00 | Jun 30, 2026 |
| 20 | PRINCIPAL SECURITIES, INC. | 12600 | 71.00 | 9.96K | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.