Formula Systems (1985) Ownership | Who Owns Formula Systems (1985)?

Formula Systems (1985) Ownership Summary

Formula Systems (1985) is owned by 5.49% institutional investors, and 94.51% retail investors. Clal insurance enterprises is the largest institutional shareholder, holding 5.39% of FORTY shares. DFA Intl Sustainability Core 1 is the top mutual fund, with 0.01% of its assets in Formula Systems (1985) shares.

FORTY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Formula Systems (1985)	5.49%	-	94.51%
Sector	Technology Stocks	36.93%	14.89%	48.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Clal insurance enterprises	824.70K	5.39%	$98.68M
Ghp investment advisors	7.72K	0.05%	$850.92K
Tfg advisers	7.29K	0.05%	$931.09K
Altshuler shaham	5.37K	0.04%	$747.79K
Dimensional fund advisors lp	3.31K	0.02%	$391.19K
Morgan stanley	2.71K	0.02%	$298.64K
Cx institutional	2.16K	0.01%	$238.00K
Mount yale investment advisors	1.86K	0.01%	$205.71K
Bank of america corp /de/	1.00K	0.01%	$69.25K
Blackrock	680.00	0.00%	$47.09K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Clal insurance enterprises	824.70K	0.59%	$98.68M
Tfg advisers	7.29K	0.32%	$931.09K
Ghp investment advisors	7.72K	0.04%	$850.92K
Altshuler shaham	5.37K	0.01%	$747.79K
Cx institutional	2.16K	0.01%	$238.00K
Mount yale investment advisors	1.86K	0.00%	$205.71K
Dimensional fund advisors lp	3.31K	0.00%	$391.19K
Harel insurance investments & financial services	75.00	0.00%	$9.00K
Advisor group	5.00	-	$551.00
Blackrock	680.00	-	$47.09K

Top Buyers

Holder	Shares	% Assets	Change
Mount yale investment advisors	1.86K	0.00%	1.86K
Altshuler shaham	5.37K	0.01%	1.13K
Ubs group	127.00	-	110.00
Dimensional fund advisors lp	3.31K	0.00%	86.00
Harel insurance investments & financial services	75.00	0.00%	75.00

Top Sellers

Holder	Shares	% Assets	Change
Northern trust	-	-	-4.00K
Jane street group	-	-	-2.77K
Raymond james financial	-	-	-568.00
Rhumbline advisers	-	-	-113.00
Private trust co na	-	-	-100.00

New Positions

Holder	Shares	% Assets	Change	Value
Mount yale investment advisors	1.86K	0.00%	1.86K	$205.71K
Harel insurance investments & financial services	75.00	0.00%	75.00	$9.00K

Sold Out

Holder	Change
Eversource wealth advisors	-2.00
Ronald blue trust	-2.00
Fmr	-4.00
Coldstream capital management	-20.00
Principal securities	-71.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	9	-40.00%	840,070	-1.11%	5	42.85%	4	100.00%	-	-100.00%
Dec 31, 2025	12	-20.00%	841,439	-0.85%	3	11.53%	1	-80.00%	5	66.67%
Sep 30, 2025	12	-25.00%	844,968	-1.21%	5	17.69%	4	-33.33%	2	-
Jun 30, 2025	17	13.33%	858,050	0.74%	5	18.09%	6	50.00%	3	50.00%
Mar 31, 2025	15	7.14%	851,721	-0.29%	5	17.87%	4	-20.00%	2	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA Intl Sustainability Core 1	1.50K	0.01%	-
Dimensional Global Core Equity USD Acc	430.00	0.00%	-1.00
Dimensional International Core Eq 2 ETF	278.00	0.00%	-
DFA World ex US Targeted Val Instl	229.00	0.00%	-
Comerica Foreign Equity CIT - Inst Class	216.00	0.00%	-
Fidelity Nasdaq Composite Index	193.00	0.00%	-
DFA International Small Cap Growth	191.00	0.00%	-
Dimensional World Allc 60/40 GBP Acc	185.00	0.00%	-
Dimensional Global Sust Cor Eq USD Acc	186.00	0.00%	-
Dimensional Glb Sstnblty Trust Unhdg	180.00	0.00%	-

Insider Transactions Trends

Date	Buy	Sell
2027 Q4	-	-
2026 Q1	-	-

FORTY Ownership FAQ

Who owns the most shares of Formula Systems (1985)?

Formula Systems (1985)’s largest shareholders are Clal insurance enterprises (824.7K shares, 5.39%), Ghp investment advisors (7.72K shares, 0.05%), and Tfg advisers (7.29K shares, 0.05%). Together, they hold 5.48% of Formula Systems (1985)’s total shares outstanding.

Does Blackrock own Formula Systems (1985)?

Yes, BlackRock owns 0.00% of Formula Systems (1985), totaling 680 shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 47.09K$. In the last quarter, BlackRock decreased its holdings by -72 shares, a -9.57% change.

Who is Formula Systems (1985)’s biggest shareholder by percentage of total assets invested?

Clal insurance enterprises is Formula Systems (1985)’s biggest shareholder by percentage of total assets invested, with 0.59% of its assets in 824.7K Formula Systems (1985) shares, valued at 98.68M$.

Who is the top mutual fund holder of Formula Systems (1985) shares?

DFA Intl Sustainability Core 1 is the top mutual fund holder of Formula Systems (1985) shares, with 0.01% of its total shares outstanding invested in 1.5K Formula Systems (1985) shares.

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