Formula (FORTY)

Currency in ILS
42,110
-390(-0.92%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.20M7.82%502.66M
Other Institutional Investors
9.88M64.45%4.14B
Public Companies & Retail Investors
4.25M27.73%1.78B
Total
15.33M100.00%6.42B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.82%3,958,1541,682,215
Harel Insurance Investments & Financial Services Ltd7.72%1,184,127503,254
Menora Mivtachim Provident Funds7.10%1,088,760462,723
Phoenix Investments & Finances Ltd6.96%1,067,486453,682
Yelin Lapidot Holdings Ltd.6.71%1,028,539437,129
Clal Financial Management Ltd5.38%824,703350,499
Meitav Investment House Ltd5.35%819,837348,431
The Vanguard Group, Inc.2.43%373,011158,530
BlackRock, Inc.0.95%145,96262,034
Dimensional Fund Advisors LP0.90%137,37158,383

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.93%141,90760,310
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.61%93,17939,601
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.59%89,92938,220
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.46%69,98329,743
iShares Trust - iShares Core MSCI EAFE ETF0.38%58,37524,809
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,09720,866
Invesco Markets plc - Invesco S&P 500 UCITS ETF0.29%43,84818,635
iShares Trust - iShares MSCI EAFE Small-Cap ETF0.26%40,04217,018
Yelin Lapidot Mutual Funds - YALIN LAPIDOT (4B) MENAYATIT IL0.25%38,99016,571
Migdal Mutual Funds Ltd. - MTF TR (4A) TA-90 IL0.25%37,67216,011
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