Comparable stake leader
MENORA MIVTACHIM HOLDINGS LTD.
SEC ownership of FORMULA SYSTEMS (1985) LTD
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001045986.
Disclosed value leader
MENORA MIVTACHIM HOLDINGS LTD.
Comparable rows
15/17
Latest evidence
30 Jun 2026
- Public ticker
- FORTY on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
MENORA MIVTACHIM HOLDINGS LTD.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
15 of 17
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
MENORA MIVTACHIM HOLDINGS LTD.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001045986
- Issuer location
- Or Yehuda, Israel
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of FORMULA SYSTEMS (1985) LTD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MENORA MIVTACHIM HOLDINGS...
Disclosed value leader
MENORA MIVTACHIM HOLDINGS...
Comparable rows
15/17
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 8.9%
2 rows are not safely comparable across share classes.
13D/G row: MENORA MIVTACHIM HOLDINGS LTD.
Showing 1-8 of 17 holder rows.
Quick read
MENORA MIVTACHIM HOLDINGS LTD. leads the comparable SEC ownership view at 8.9%.
15 of 17 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MENORA MIVTACHIM HOLDINGS LTD.'s linked filing trail.
Comparable ownership
Top 5
MENORA MIVTACHIM HOLDINGS LTD.
8.9%
MEITAV INVESTMENT HOUSE LTD
5%
Harel Insurance Investments & Fin...
4.9%
Clal Insurance Enterprises Holdin...
5.1%
GHP Investment Advisors, Inc.
0.05%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 17 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. |
13D/G
|
8.9%
|
$154,878,592
1,359,061 shares
|
$0 | 30 Jun 2026 |
| MEITAV INVESTMENT HOUSE LTD |
13D/G
|
5%
|
$13,215,026
760,367 shares
|
$0 | 04 Jun 2026 |
| Harel Insurance Investments & Financial Services Ltd. |
13D/G
13F
Company
|
4.9%
|
$76,293,258
748,111 shares
|
-$17,473,969 | 30 Jun 2026 |
| Clal Insurance Enterprises Holdings Ltd |
13F
Company
|
5.1%
|
$80,930,000
777,703 shares
|
— | 30 Jun 2026 |
| GHP Investment Advisors, Inc. |
13F
Company
|
0.05%
|
$787,110
7,716 shares
|
— | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.02%
|
$344,561
3,315 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
0.02%
|
$276,141
2,707 shares
|
— | 30 Jun 2026 |
| Altshuler Shaham Ltd |
13F
Company
|
0.02%
|
$231,378
2,565 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 21 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-9 of 9 reporting-owner rows connected to FORMULA SYSTEMS (1985) LTD. Open a relationship link for the CIK-to-CIK filing trail.
Rows
9
Largest Forms 3/4/5 holder
Amir Hillman
Net 12M change
$0
Latest report
18 Mar 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Amir Hillman | Director | Mixed | 18 Mar 2026 | |||
| Gabriela Barbara Zukowicz | Director | Mixed | 18 Mar 2026 | |||
| Regev Ilan | Director | Mixed | 18 Mar 2026 | |||
| Itay Im Meroz | Director | Mixed | 18 Mar 2026 | |||
| Karolina Maria Rzonca-Bajorek | Director | Mixed | 18 Mar 2026 | |||
| Marek Pawel Panek | Director | Mixed | 18 Mar 2026 | |||
| Rafal Marek Kozlowski | Director | Mixed | 18 Mar 2026 | |||
| Asaf Berenstin | Cfo | Mixed | 18 Mar 2026 | |||
| Guy Bernstein | Ceo | Mixed | 18 Mar 2026 |
Recent insider transactions for FORMULA SYSTEMS (1985) LTD
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Guy Bernstein | FORTY | Ordinary Shares | 0 | 1,797,973 | 18 Mar 2026 | Direct | ||||
| Asaf Berenstin | FORTY | Ordinary Shares | 0 | 31,833 | 18 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.