Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 per share (ELLO) Institutional Ownership

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

Type / Class
Equity / Ordinary Shares, par value NIS 10.00 per share
Symbol
ELLO on NYSE
Shares outstanding
13,783,449
Price per share
$26.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,061,804
Total reported value
$72,826,619
% of total 13F portfolios
0%
Share change
+85,144
Value change
+$2,068,989
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 per share (ELLO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Clal Insurance Enterprises Holdings Ltd 15% $33,407,769 1,940,045 Clal Insurance Enterprises Holdings Ltd 30 Jun 2025
Yelin Lapidot Holdings Management Ltd. 10% -10% $36,970,348 -$4,554,556 1,411,082 -11% Yelin Lapidot Holdings Management Ltd. 31 Dec 2025
Phoenix Financial Ltd. 10% $18,586,672 1,306,161 Phoenix Financial Ltd. 31 Dec 2024
MENORA MIVTACHIM HOLDINGS LTD. 8.7% +23% $32,671,984 +$6,088,044 1,195,025 +23% Menora Mivtachim Holdings Ltd 31 Dec 2025

As of 31 Dec 2025, 8 institutional investors reported holding 3,061,804 shares of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 per share (ELLO). This represents 22% of the company’s total 13,783,449 outstanding shares.

Top 8 Institutional Shareholders

The largest institutional shareholders of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 per share (ELLO) together control 22% 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 12% 1,594,224 0% 0.25% $38,734,000
MENORA MIVTACHIM HOLDINGS LTD. 6.9% 945,000 0% 0.1% $21,391,883
Phoenix Financial Ltd. 2.3% 318,228 0% 0.08% $7,732,940
Yelin Lapidot Holdings Management Ltd. 1.4% 193,565 +76% 0.94% $4,703,630
JPMORGAN CHASE & CO 0.06% 7,757 +115% 0% $188,495
EDMOND DE ROTHSCHILD HOLDING S.A. 0.01% 1,715 0% 0% $43,716
MORGAN STANLEY 0.01% 1,200 0% 0% $29,160
UBS Group AG 0% 115 -95% 0% $2,795

Institutional Holders of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 per share (ELLO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,061,804 $72,826,619 +$2,068,989 $24.30 8
2025 Q3 2,976,660 $53,174,048 +$18,057,293 $18.01 8
2025 Q2 1,972,959 $33,835,634 +$6,920 $17.22 9
2025 Q1 1,972,639 $29,387,487 -$407,111 $15.20 8
2024 Q4 2,000,080 $31,926,275 -$846,492 $16.25 8
2024 Q3 2,053,469 $23,767,971 +$380,875 $11.91 6
2024 Q2 2,020,089 $22,851,909 +$38,647 $11.58 6
2024 Q1 2,016,294 $31,213,610 +$852,315 $15.71 8
2023 Q4 1,960,985 $29,913,135 +$8,040,908 $14.95 8
2023 Q3 1,422,359 $22,101,915 -$88,244 $15.52 5
2023 Q2 1,316,834 $23,703,012 -$1,618,746 $18.00 3
2023 Q1 1,454,689 $17,456,268 -$207,292 $12.00 4
2022 Q4 1,468,947 $21,905,005 -$170,942 $14.91 6
2022 Q3 1,477,929 $29,285,000 +$54,126 $19.90 6
2022 Q2 1,475,185 $33,009,000 -$497,296 $22.39 5
2022 Q1 1,494,236 $39,605,000 +$471,688 $26.60 7
2021 Q4 1,475,652 $41,668,000 -$6,112,117 $28.41 8
2021 Q3 1,709,906 $44,574,000 -$2,297,969 $26.36 10
2021 Q2 1,782,074 $54,276,000 +$6,233,110 $30.71 10
2021 Q1 1,577,353 $47,792,000 +$4,309,527 $30.65 9
2020 Q4 1,441,072 $45,758,000 -$7,725,926 $33.60 9
2020 Q3 1,684,021 $47,350,000 +$3,598,320 $28.99 9
2020 Q2 1,568,441 $32,022,000 +$13,174,361 $21.02 9
2020 Q1 922,811 $12,935,000 -$397,952 $14.20 8
2019 Q4 951,768 $17,453,000 -$1,259,679 $18.45 9
2019 Q3 1,020,777 $13,181,000 +$2,638,082 $12.85 6
2019 Q2 931,360 $10,192,000 -$2,932,078 $10.95 4
2019 Q1 1,303,433 $10,331,000 +$4,249,940 $7.95 6
2018 Q4 766,143 $5,975,000 -$38,483 $7.91 6
2018 Q3 769,866 $6,360,000 +$655,275 $8.28 7
2018 Q2 670,312 $5,899,000 -$4,329 $8.83 8
2018 Q1 683,185 $6,046,000 +$110,000 $8.87 8
2017 Q4 670,810 $6,035,000 +$3,290,729 $9.00 7
2017 Q3 171,256 $1,426,000 -$3,351 $8.00 5
2017 Q2 171,679 $1,507,000 +$39,000 $8.86 5
2017 Q1 167,218 $1,345,000 -$8,469 $8.00 5
2016 Q4 169,290 $1,370,000 -$55,337 $8.07 7
2016 Q3 182,475 $1,658,000 +$1,404 $9.02 9
2016 Q2 182,328 $1,374,000 +$12,785 $7.57 9
2016 Q1 180,651 $1,536,000 -$764,965 $8.29 7
2015 Q4 270,766 $2,331,000 -$1,076,620 $8.59 8
2015 Q3 395,687 $3,794,000 -$275,513 $8.36 7
2015 Q2 421,931 $3,968,000 +$252,061 $8.14 7
2015 Q1 383,332 $3,258,000 +$150,342 $8.50 5
2014 Q4 364,647 $3,529,000 +$120,009 $9.63 4
2014 Q3 351,557 $3,477,000 +$1,697,621 $9.89 5
2014 Q2 179,955 $1,736,000 -$749,635 $9.54 4
2014 Q1 259,943 $2,556,000 +$17,745 $9.82 3