Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FORTY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Altshuler Shaham Ltd | 8K | $926K | +10.4% | 0.051% | 0.02% |
| 2 | GHP Investment Advisors, Inc. | 8K | $851K | 0.0% | 0.050% | 0.04% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3K | $391K | +2.7% | 0.022% | 0.00% |
| 4 | MORGAN STANLEY | 3K | $299K | 0.0% | 0.018% | 0.00% |
| 5 | Mount Yale Investment Advisors, LLC | 2K | $206K | — | 0.012% | 0.00% |
| 6 | Clal Insurance Enterprises Holdings Ltd | 825K | $99K | 0.0% | 5.378% | 0.60% |
| 7 | BlackRock, Inc. | 680 | $75K | 0.0% | 0.004% | 0.00% |
| 8 | UBS Group AG | 127 | $14K | +647.1% | 0.001% | 0.00% |
| 9 | BNP PARIBAS ARBITRAGE, SA | 100 | $11K | 0.0% | 0.001% | 0.00% |
| 10 | SBI Securities Co., Ltd. | 10 | $1K | 0.0% | 0.000% | 0.00% |
| 11 | ADVISOR GROUP HOLDINGS, INC. | 5 | $551 | 0.0% | 0.000% | 0.00% |
| 12 | CX Institutional | 2K | $238 | 0.0% | 0.014% | 0.01% |
| 13 | Smartleaf Asset Management LLC | 2 | $225 | 0.0% | 0.000% | 0.00% |
| 14 | WELLS FARGO & COMPANY/MN | 0 | $13 | — | 0.000% | 0.00% |
| 15 | Harel Insurance Investments & Financial Services Ltd. | 75 | $9 | — | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FORTY — a direct measure of their conviction.
Filings activity in FORTY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FORTY position in Q1 2026
Institutions that fully closed their FORTY position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 15 | 6.3% | 0.16% | 0.06 pp | $3M | 27% |
| Q4 2025 | 16 | +0.0% | 0.22% | +0.05 pp | $4M | +28% |
| Q3 2025 | 16 | 16% | 0.17% | 0.07 pp | $3M | 29% |
| Q2 2025 | 19 | +12% | 0.24% | +0.11 pp | $4M | +80% |
| Q1 2025 | 17 | +6.3% | 0.13% | 0.01 pp | $2M | 2.9% |
| Q4 2024 | 16 | +14% | 0.14% | 0.01 pp | $2M | 5.0% |
| Q3 2024 | 14 | +0.0% | 0.15% | +0.03 pp | $3M | +21% |
| Q2 2024 | 14 | — | 0.12% | — | $2M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FORTY stock.
Based on Q1 2026 13F filings, institutional ownership of Formula Systems (1985) Ltd. stands at 0.2%, held across 15 reporting institutions.
Altshuler Shaham Ltd is the largest reported institutional holder of FORTY, with approximately 7,742 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of FORTY.
Our composite Smart Money Score for FORTY is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in FORTY during Q1 2026, while 3 fully exited. 1 added to existing positions and 12 trimmed.
FORTY institutional ownership fell by 0.06 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in FORTY, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Formula Systems (1985) Ltd. (FORTY) Institutional Ownership