Formula (FORTY)

Currency in ILS
41,170
-200(-0.48%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.81M11.79%748.10M
Other Institutional Investors
9.59M62.54%3.97B
Public Companies & Retail Investors
3.94M25.67%1.63B
Total
15.33M100.00%6.34B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.82%3,958,1541,629,572
Harel Insurance Investments & Financial Services Ltd7.72%1,184,127487,505
Menora Mivtachim Provident Funds7.10%1,088,760448,242
Phoenix Investments & Finances Ltd6.96%1,067,486439,484
Yelin Lapidot Holdings Ltd.6.71%1,028,539423,450
Clal Financial Management Ltd5.38%824,703339,530
Meitav Investment House Ltd5.35%819,837337,527
The Vanguard Group, Inc.2.43%371,963153,137
Migdal Mutual Funds Ltd.1.32%202,25183,267
More Investment House Ltd.1.29%198,28581,634

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.93%141,90758,423
Tachlit Indices Mutual Fund Management Ltd. - Tachlit SAL (40) TA 900.65%100,14741,231
Migdal Mutual Funds Ltd. - MTF SAL (4A) TA-900.64%97,82640,275
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.60%91,97337,865
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.60%91,39037,625
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.46%69,98328,812
Tachlit Indices Mutual Funds Ltd. - Tachlit SAL (40) TA 1250.42%64,39626,512
iShares Trust - iShares Core MSCI EAFE ETF0.38%58,37524,033
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,09720,213
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0.30%46,66019,210
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