DOSSIER · 13F Holders · Q1 2026
FORTY

FORMULA SYSTEMS 1985 ADR

16 institutions still hold FORMULA SYSTEMS 1985 ADR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 346414105·16 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$102M
visible holders
Holders
16
filers reporting
Concentration
97.14%
Clal Insurance Enterprises Holdings Ltd #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported FORTY in Q1 2026. Clal Insurance Enterprises Holdings Ltd leads at 97.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Clal Insurance Enterprises Holdings Ltd
CIK 0001376192
$99M825K0.59%Q1 2026
02
TFG Advisers LLC
CIK 0001806473
$931K7K0.32%Q2 2025
03
GHP Investment Advisors, Inc.
CIK 0001401561
$787K8K0.03%Q2 2026
04
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$345K3K0.00%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$276K3K0.00%Q2 2026
06
Altshuler Shaham Ltd
CIK 0001324290
$231K3K0.00%Q2 2026
07
CX Institutional
CIK 0001737089
$188K2K0.01%Q2 2026
08
BlackRock, Inc.
CIK 0002012383
$69K6800.00%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$51K5000.00%Q2 2026
10
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$10K1000.00%Q2 2026
11
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$9K750.00%Q1 2026
12
UBS Group AG
CIK 0001610520
$6K570.00%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$71470.00%Q2 2026
14
Smartleaf Asset Management LLC
CIK 0002010393
$20620.00%Q2 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1200.00%Q2 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025