SEC ownership of FORMULA SYSTEMS (1985) LTD

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001045986.

Comparable stake leader

Harel Insurance Investments & Financial Services Ltd.

Disclosed value leader

Harel Insurance Investments & Financial Services Ltd.

Comparable rows

16/18

Latest evidence

04 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
16 of 18
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Harel Insurance Investments & Financial Services Ltd.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
04 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001045986
Issuer location
Or Yehuda, Israel

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
Harel Insurance Investmen...
Disclosed value leader
Harel Insurance Investmen...
Comparable rows
16/18
Latest evidence
04 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 6% 2 rows are not safely comparable across share classes. 13D/G row: Harel Insurance Investments & Financial Services Ltd. Showing 1-8 of 18 holder rows.

Quick read

Harel Insurance Investments & Financial Services Ltd. leads the comparable SEC ownership view at 6%.

16 of 18 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 Harel Insurance Investments & Financial Services Ltd.'s linked filing trail.
Comparable ownership Top 5
Harel Insurance Investments & Fin... 6%
MEITAV INVESTMENT HOUSE LTD 5%
Clal Insurance Enterprises Holdin... 5.4%
Altshuler Shaham Ltd 0.05%
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 18 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Harel Insurance Investments & Financial Services Ltd.
13D/G 13F
Company
6%
$129,597,323
919,456 shares
$0 31 Mar 2026
MEITAV INVESTMENT HOUSE LTD
13D/G
5%
$13,215,026
760,367 shares
$0 04 Jun 2026
Clal Insurance Enterprises Holdings Ltd
13F
Company
13F
5.4%
$98,678,000
824,703 shares
31 Mar 2026
Altshuler Shaham Ltd
13F
Company
13F
0.05%
$926,349
7,742 shares
31 Mar 2026
GHP Investment Advisors, Inc.
13F
Company
13F
0.05%
$850,921
7,716 shares
31 Mar 2026
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
0.02%
$391,187
3,315 shares
31 Mar 2026
MORGAN STANLEY
13F
Company
13F
0.02%
$298,638
2,708 shares
31 Mar 2026
CX Institutional
13F
Company
13F
0.01%
$238,000
2,159 shares
31 Mar 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 17 Jun 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.
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