15 institutions reported holding $82.9M of FORMULA SYSTEMS 1985 LTD (FORTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Clal Insurance Enterprises Holdings Ltd ($80.9M), GHP Investment Advisors, Inc. ($787,110), DIMENSIONAL FUND ADVISORS LP ($344,561), MORGAN STANLEY ($276,141), Altshuler Shaham Ltd ($231,378). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Clal Insurance Enterprises Holdings Ltd | $80.9M | 777,703 | Trimmed |
| 2 | GHP Investment Advisors, Inc. | $787,110 | 7,716 | Hold |
| 3 | DIMENSIONAL FUND ADVISORS LP | $344,561 | 3,315 | Hold |
| 4 | MORGAN STANLEY | $276,141 | 2,707 | Trimmed |
| 5 | Altshuler Shaham Ltd | $231,378 | 2,565 | Trimmed |
| 6 | CX Institutional | $188,000 | 1,844 | Trimmed |
| 7 | BlackRock, Inc. | $69,367 | 680 | Hold |
| 8 | Royal Bank of Canada | $51,000 | 500 | New |
| 9 | BNP PARIBAS FINANCIAL MARKETS | $10,394 | 100 | Hold |
| 10 | Harel Insurance Investments & Financial Services Ltd. | $8,000 | 75 | Hold |
| 11 | UBS Group AG | $5,815 | 57 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $714 | 7 | Added |
| 13 | Smartleaf Asset Management LLC | $206 | 2 | Hold |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $0 | 0 | Exited |
| 15 | SBI Securities Co., Ltd. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30