TAT TECHNOLOGIES LTD - Ordinary Shares, par value NIS 0.90 per share (TATT) Institutional Ownership

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

Type / Class
Equity / Ordinary Shares, par value NIS 0.90 per share
Symbol
TATT on Nasdaq
Shares outstanding
12,896,089
Price per share
$44.66
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,334,422
Total reported value
$317,033,977
% of total 13F portfolios
0%
Share change
+171,649
Value change
+$16,648,220
Number of holders
80
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TAT TECHNOLOGIES LTD - Ordinary Shares, par value NIS 0.90 per share (TATT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MEITAV INVESTMENT HOUSE LTD 17% +70% $81,662,977 +$33,260,672 2,211,291 +69% MEITAV INVESTMENT HOUSE LTD 12 Oct 2025
Phoenix Financial Ltd. 7.3% -22% $37,673,687 -$10,733,281 949,438 -22% Phoenix Financial Ltd. 31 Dec 2025
Y.D. More Investments Ltd 7% -12% $35,717,833 -$4,548,518 900,147 -11% Y.D. More Investments Ltd 31 Dec 2025
WASATCH ADVISORS LP 6.1% $23,600,535 781,216 WASATCH ADVISORS LP 30 Jun 2025
DAVIDI ISHAY 3% $12,234,900 380,202 Ishay Davidi 03 Jun 2025

As of 30 Sep 2025, 80 institutional investors reported holding 7,334,422 shares of TAT TECHNOLOGIES LTD - Ordinary Shares, par value NIS 0.90 per share (TATT). This represents 57% of the company’s total 12,896,089 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TAT TECHNOLOGIES LTD - Ordinary Shares, par value NIS 0.90 per share (TATT) together control 52% 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
MEITAV INVESTMENT HOUSE LTD 10% 1,334,145 -8.3% 0.77% $55,822,581
Y.D. More Investments Ltd 7.4% 950,765 -6.4% 2.2% $39,444,953
WASATCH ADVISORS LP 6.4% 824,238 +5.5% 0.2% $36,291,199
Phoenix Financial Ltd. 2.8% 366,406 +131% 0.2% $16,132,856
Clal Insurance Enterprises Holdings Ltd 2.8% 360,884 0% 0.12% $15,855,000
Penn Capital Management Company, LLC 2.8% 357,768 +1063% 1.2% $15,768,377
Driehaus Capital Management LLC 2.4% 307,812 +11% 0.1% $13,552,962
Roubaix Capital, LLC 1.9% 250,141 +6.6% 5.1% $11,013,708
NEW YORK STATE COMMON RETIREMENT FUND 1.8% 230,525 0.01% $10,150,016
LORD, ABBETT & CO. LLC 1.7% 214,126 -15% 0.03% $9,428,000
Migdal Insurance & Financial Holdings Ltd. 1.6% 201,422 0.1% $8,869,000
RENAISSANCE TECHNOLOGIES LLC 1.5% 198,802 +12% 0.01% $8,753,252
Boston Partners 1.2% 160,988 -63% 0.01% $7,088,484
CenterBook Partners LP 1.2% 160,728 +8.1% 0.35% $7,076,854
Russell Investments Group, Ltd. 1.2% 150,800 +12% 0.01% $6,639,719
Apis Capital Advisors, LLC 0.89% 115,000 1.1% $5,063,450
K.J. Harrison & Partners Inc 0.54% 70,000 +56% 0.43% $3,032,050
ARK Investment Management LLC 0.49% 62,805 +6.3% 0.02% $2,556,898
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.44% 57,272 -24% 0% $2,340,066
MARSHALL WACE, LLP 0.44% 56,339 -30% 0% $2,480,609
MORGAN STANLEY 0.42% 53,958 +26% 0% $2,375,771
G2 Investment Partners Management LLC 0.38% 48,700 0.44% $2,144,261
Hennion & Walsh Asset Management, Inc. 0.37% 48,199 +226% 0.08% $2,122,202
TWO SIGMA INVESTMENTS, LP 0.35% 45,023 -57% 0% $1,982,363
Trexquant Investment LP 0.32% 40,685 +32% 0.02% $1,791,361

Institutional Holders of TAT TECHNOLOGIES LTD - Ordinary Shares, par value NIS 0.90 per share (TATT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 89,134 $3,980,724 +$1,278,839 $44.66 2
2025 Q3 7,334,422 $317,033,977 +$16,648,220 $44.03 80
2025 Q2 7,165,517 $219,430,707 +$125,716,898 $30.54 68
2025 Q1 3,041,302 $82,819,989 +$10,244,024 $27.48 35
2024 Q4 2,671,952 $69,237,534 +$3,154,386 $25.68 25
2024 Q3 2,534,836 $46,398,428 +$32,984,725 $18.33 11
2024 Q2 741,394 $11,073,796 +$845,520 $14.92 10
2024 Q1 688,006 $8,469,379 -$1,509,195 $12.11 10
2023 Q4 823,460 $8,611,684 +$4,640,217 $10.15 10
2023 Q3 371,816 $3,197,360 -$149,623 $8.60 5
2023 Q2 389,214 $2,901,596 +$154,211 $7.45 5
2023 Q1 377,819 $2,328,131 +$187,630 $6.17 7
2022 Q4 347,535 $1,843,799 -$69,703 $5.30 7
2022 Q3 360,755 $2,188,000 -$79,989 $6.00 5
2022 Q2 374,079 $2,133,000 +$42,669 $5.71 6
2022 Q1 366,660 $2,339,000 -$402,688 $6.12 6
2021 Q4 430,416 $2,715,000 +$120,717 $6.31 7
2021 Q3 412,367 $2,405,000 -$349,177 $5.84 8
2021 Q2 471,117 $2,806,000 +$190,714 $5.90 9
2021 Q1 439,349 $2,259,000 -$21,476 $5.14 7
2020 Q4 449,623 $2,036,000 +$332,232 $4.52 5
2020 Q3 376,163 $1,811,000 -$318,174 $4.96 4
2020 Q2 444,711 $1,716,000 +$13,570 $3.92 4
2020 Q1 441,281 $1,517,000 +$6,399 $3.51 4
2019 Q4 439,282 $2,211,000 -$87,184 $5.05 5
2019 Q3 457,487 $2,162,000 +$2,426 $4.78 7
2019 Q2 456,978 $2,577,000 -$1,402 $5.55 8
2019 Q1 457,273 $2,772,000 +$66,365 $6.05 9
2018 Q4 446,366 $2,782,000 +$27,783 $6.16 7
2018 Q3 441,674 $3,039,000 +$1,450,376 $6.88 6
2018 Q2 229,791 $1,781,000 +$99,766 $7.77 8
2018 Q1 216,689 $1,884,000 -$259,735 $8.64 6
2017 Q4 246,657 $2,589,000 -$118,629 $10.47 7
2017 Q3 257,936 $2,886,000 +$50,890 $11.14 8
2017 Q2 254,415 $2,594,000 +$1,005,027 $10.18 8
2017 Q1 155,829 $1,527,000 +$70,229 $9.80 5
2016 Q4 148,575 $1,301,000 -$995 $9.50 4
2016 Q3 148,512 $1,157,000 -$40,525 $7.85 6
2016 Q2 154,763 $1,126,000 -$171,071 $7.29 5
2016 Q1 179,364 $1,301,000 +$64,073 $7.24 6
2015 Q4 170,851 $1,264,000 -$45,010 $7.40 5
2015 Q3 177,008 $1,272,000 +$1,523 $7.19 4
2015 Q2 176,796 $1,203,000 +$235,502 $6.80 4
2015 Q1 142,057 $999,000 -$70,266 $7.03 5
2014 Q4 152,634 $1,019,000 +$102,238 $6.69 6
2014 Q3 136,220 $989,000 +$56,201 $7.26 5
2014 Q2 128,457 $941,000 +$10,233 $7.12 4
2014 Q1 126,553 $1,056,000 +$74,294 $8.34 5