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

Formula Systems (1985) Ownership Summary

Formula Systems (1985) is owned by 5.60% institutional investors, and 94.40% 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)	5.60%	-	94.40%
Sector	Technology Stocks	144.02%	12.52%	-56.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Clal insurance enterprises	824.70K	5.39%	$104.87M
Tfg advisers	7.29K	0.05%	$931.09K
Ghp investment advisors	6.96K	0.05%	$889.27K
Altshuler shaham	4.24K	0.03%	$539.18K
Dimensional fund advisors lp	3.64K	0.02%	$304.79K
Morgan stanley	2.91K	0.02%	$201.31K
Mount yale investment advisors	1.74K	0.01%	$222.31K
Bank of america corp /de/	1.00K	0.01%	$69.25K
Blackrock	680.00	0.00%	$47.09K
Blackrock funding, inc. /de	680.00	0.00%	$86.87K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Clal insurance enterprises	824.70K	1.03%	$104.87M
Tfg advisers	7.29K	0.32%	$931.09K
Ghp investment advisors	6.96K	0.04%	$889.27K
Mount yale investment advisors	1.74K	0.02%	$222.31K
Altshuler shaham	4.24K	0.02%	$539.18K
Principal securities	71.00	0.00%	$9.07K
Dimensional fund advisors lp	3.64K	0.00%	$304.79K
Jane street group	-	-	-
Bank of america corp /de/	1.00K	-	$69.25K
Blackrock	680.00	-	$47.09K

Top Buyers

Holder	Shares	% Assets	Change
Mount yale investment advisors	1.74K	0.02%	1.74K
Raymond james financial	568.00	-	568.00
Altshuler shaham	4.24K	0.02%	314.00
Ubs group	496.00	-	246.00
Tfg advisers	7.29K	0.32%	30.00

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-2.77K
Dimensional fund advisors lp	3.64K	0.00%	-321.00
Private trust co na	-	-	-100.00
Blackrock	680.00	-	-72.00
Coldstream capital management	-	-	-20.00

New Positions

Holder	Shares	% Assets	Change	Value
Mount yale investment advisors	1.74K	0.02%	1.74K	$222.31K
Raymond james financial	568.00	-	568.00	$72.56K
Advisor group	2.00	-	2.00	$162.00

Sold Out

Holder	Change
Ronald blue trust	-2.00
Fmr	-4.00
Coldstream capital management	-20.00
Private trust co na	-100.00
Jane street group	-2.77K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Dec 31, 2024	8	-33.33%	839,798	-1.97%	5	17.51%	3	-25.00%	1	-75.00%
Sep 30, 2024	12	-	856,653	0.21%	5	17.94%	4	-	4	33.33%
Jun 30, 2024	12	9.09%	854,880	0.27%	5	18.00%	4	100.00%	3	50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA Intl Sustainability Core 1	1.50K	0.01%	-
Dimensional Global Core Equity USD Acc	432.00	0.00%	2.00
DFA International Small Company I	395.00	0.00%	-84.00
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%	-
Dimensional Glb Sstnblty Trust Unhdg	180.00	0.00%	-
DFA International Small Cap Growth	191.00	0.00%	-
Dimensional World Allc 60/40 GBP Acc	185.00	0.00%	-

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%), Tfg advisers (7.29K shares, 0.05%), and Ghp investment advisors (6.96K 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 1.03% of its assets in 824.7K Formula Systems (1985) shares, valued at 104.87M$.

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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