Formula (FORTY)

Currency in ILS
41,700
+600(+1.46%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.82M11.85%757.70M
Other Institutional Investors
9.58M62.49%4.00B
Public Companies & Retail Investors
3.93M25.66%1.64B
Total
15.33M100.00%6.39B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.82%3,958,1541,650,550
Harel Insurance Investments & Financial Services Ltd7.72%1,184,127493,781
Menora Mivtachim Provident Funds7.10%1,088,760454,013
Phoenix Investments & Finances Ltd6.96%1,067,486445,142
Yelin Lapidot Holdings Ltd.6.71%1,028,539428,901
Clal Financial Management Ltd5.38%824,703343,901
Meitav Investment House Ltd5.35%819,837341,872
The Vanguard Group, Inc.2.43%373,169155,611
Migdal Mutual Funds Ltd.1.32%201,70584,111
More Investment House Ltd.1.29%198,28582,685

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.93%141,90759,175
Tachlit Indices Mutual Fund Management Ltd. - Tachlit SAL (40) TA 900.65%100,14741,761
Migdal Mutual Funds Ltd. - MTF SAL (4A) TA-900.64%97,82640,793
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.61%93,17938,856
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.60%91,39038,110
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.46%69,98329,183
Tachlit Indices Mutual Funds Ltd. - Tachlit SAL (40) TA 1250.42%64,39626,853
iShares Trust - iShares Core MSCI EAFE ETF0.38%58,37524,342
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,09720,473
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0.30%46,66019,457
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