MAGIC SOFTWARE ENTERPRISES LTD - Ordinary Shares, par value NIS 0.1 per share (MGIC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Ordinary Shares, par value NIS 0.1 per share
Symbol
MGIC on Nasdaq
Shares outstanding
49,187,561
Price per share
$25.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,797,404
Total reported value
$226,987,212
% of total 13F portfolios
0%
Share change
-441,460
Value change
-$11,047,981
Number of holders
64
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MAGIC SOFTWARE ENTERPRISES LTD - Ordinary Shares, par value NIS 0.1 per share (MGIC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Harel Insurance Investments & Financial Services Ltd. 13% $139,399,514 6,492,758 Harel Insurance Investments & Financial Services Ltd 30 Jun 2025

As of 31 Dec 2025, 64 institutional investors reported holding 8,797,404 shares of MAGIC SOFTWARE ENTERPRISES LTD - Ordinary Shares, par value NIS 0.1 per share (MGIC). This represents 18% of the company’s total 49,187,561 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MAGIC SOFTWARE ENTERPRISES LTD - Ordinary Shares, par value NIS 0.1 per share (MGIC) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Clal Insurance Enterprises Holdings Ltd 7% 3,420,060 0% 0.57% $88,337,000
Harel Insurance Investments & Financial Services Ltd. 5.6% 2,767,656 +0.11% 0.62% $71,267,000
Phoenix Financial Ltd. 0.99% 488,350 0% 0.14% $12,648,753
DIMENSIONAL FUND ADVISORS LP 0.61% 298,836 +6% 0% $7,696,798
Y.D. More Investments Ltd 0.54% 264,837 +14% 0.33% $6,893,193
ACADIAN ASSET MANAGEMENT LLC 0.39% 189,384 +1.9% 0.01% $4,866,000
GOLDMAN SACHS GROUP INC 0.3% 147,290 -41% 0% $3,792,718
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.25% 121,688 +29% 0.02% $3,133,466
NAPLES GLOBAL ADVISORS, LLC 0.2% 100,350 -1.8% 0.19% $2,584,013
ARK Investment Management LLC 0.2% 99,907 +8.8% 0.02% $2,572,605
UBS Group AG 0.18% 87,301 -4.2% 0% $2,248,001
Bank of New York Mellon Corp 0.16% 79,173 -26% 0% $2,038,694
EAGLE GLOBAL ADVISORS LLC 0.15% 72,783 0% 0.07% $1,874,162
FIRST TRUST ADVISORS LP 0.13% 65,315 -7% 0% $1,681,861
Yelin Lapidot Holdings Management Ltd. 0.13% 62,066 0% 0.32% $1,598,200
RENAISSANCE TECHNOLOGIES LLC 0.12% 60,856 -84% 0% $1,567,042
GHP Investment Advisors, Inc. 0.12% 56,751 0% 0.06% $1,461,339
GEODE CAPITAL MANAGEMENT, LLC 0.11% 54,738 -6.6% 0% $1,409,503
Swiss National Bank 0.11% 53,457 +3% 0% $1,393,465
JPMORGAN CHASE & CO 0.08% 39,210 -46% 0% $1,009,683
TRUIST FINANCIAL CORP 0.06% 30,112 +1.4% 0% $775,384
Legal & General Group Plc 0.05% 24,939 -15% 0% $649,468
VANGUARD GROUP INC 0.05% 22,261 0% 0% $580,196
Caprock Group, LLC 0.04% 21,580 +43% 0.01% $555,685
BANK OF MONTREAL /CAN/ 0.04% 20,000 0% 0% $515,000

Institutional Holders of MAGIC SOFTWARE ENTERPRISES LTD - Ordinary Shares, par value NIS 0.1 per share (MGIC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 8,797,404 $226,987,212 -$11,047,981 $25.75 64
2025 Q3 9,523,866 $194,300,285 -$1,405,281 $20.41 76
2025 Q2 9,614,583 $183,828,466 -$4,391,656 $19.12 68
2025 Q1 9,926,010 $128,728,887 +$36,270,333 $12.99 75
2024 Q4 7,155,659 $87,297,888 +$945,943 $12.03 74
2024 Q3 6,647,919 $78,753,640 -$3,463,184 $11.82 67
2024 Q2 7,060,235 $69,034,686 -$1,046,993 $9.63 60
2024 Q1 7,183,266 $82,534,732 -$21,631,126 $11.45 57
2023 Q4 9,486,538 $92,789,239 -$779,259 $9.69 53
2023 Q3 9,528,280 $107,561,044 +$27,250,711 $11.29 51
2023 Q2 6,998,193 $92,961,400 -$38,521,576 $13.30 48
2023 Q1 9,836,976 $133,338,877 +$13,059,987 $13.63 54
2022 Q4 8,808,091 $140,815,723 -$1,752,342 $15.92 59
2022 Q3 8,950,811 $139,533,249 -$1,302,862 $15.56 63
2022 Q2 8,999,670 $159,651,677 -$1,428,302 $17.77 68
2022 Q1 9,067,622 $157,761,008 +$322,218 $17.23 72
2021 Q4 9,025,017 $188,968,769 +$443,924 $20.93 74
2021 Q3 9,000,493 $179,913,836 +$870,657 $20.00 64
2021 Q2 8,984,243 $145,817,158 +$1,692,310 $16.23 63
2021 Q1 8,902,964 $136,447,000 +$6,774,877 $15.21 64
2020 Q4 8,468,738 $130,058,000 -$3,466,986 $15.65 61
2020 Q3 8,764,297 $114,758,000 +$10,596,857 $13.13 54
2020 Q2 7,966,685 $89,737,380 -$535,617 $11.30 49
2020 Q1 8,044,638 $64,556,958 +$2,325,964 $8.03 48
2019 Q4 5,176,855 $50,554,000 +$26,048,248 $9.76 42
2019 Q3 5,233,579 $47,953,000 -$20,805,521 $9.19 37
2019 Q2 7,859,467 $70,414,000 +$2,740,316 $8.97 40
2019 Q1 7,562,595 $63,226,000 +$205,927 $8.36 36
2018 Q4 7,103,109 $54,344,000 +$3,670,348 $7.64 37
2018 Q3 7,056,497 $60,152,000 +$17,770,206 $8.50 41
2018 Q2 4,964,510 $41,671,000 +$2,891,539 $8.30 31
2018 Q1 4,904,728 $41,636,000 -$5,488,204 $8.50 32
2017 Q4 5,549,415 $46,533,000 +$524,114 $8.38 37
2017 Q3 4,128,583 $35,958,000 +$1,158,010 $8.70 29
2017 Q2 4,000,254 $31,800,000 -$4,034,642 $7.95 30
2017 Q1 4,531,282 $35,432,000 +$667,774 $7.80 29
2016 Q4 4,447,531 $30,111,000 -$1,624,889 $6.66 29
2016 Q3 3,467,780 $24,761,272 -$2,112,664 $7.13 30
2016 Q2 3,770,316 $24,989,518 -$1,409,401 $6.63 28
2016 Q1 4,034,546 $27,315,864 -$5,682,313 $6.77 32
2015 Q4 5,088,353 $28,140,304 -$524,196 $5.53 33
2015 Q3 4,166,573 $22,625,000 -$19,382,976 $5.43 27
2015 Q2 7,720,375 $51,416,000 -$427,925 $6.66 26
2015 Q1 7,784,361 $50,471,000 -$1,315,345 $6.49 26
2014 Q4 8,008,048 $47,643,428 +$5,188,405 $5.95 33
2014 Q3 7,195,008 $49,852,000 +$1,705,540 $6.93 34
2014 Q2 7,003,848 $52,452,490 -$731,513 $7.49 36
2014 Q1 7,135,942 $57,511,000 +$37,649,395 $8.06 35