Formula Systems (1985) Ltd (FORTY) Institutional Ownership

Ownership Summary

The institutional landscape for Formula Systems (1985) Ltd (NASDAQ:FORTY) includes 16 filers as of the latest reporting cycle ending December 2025.

• The collective stake of institutional investors in Formula Systems (1985) moved to 5.3% in December 2025, a shift up from the 5.3% reported for September 2025.
• In percentage terms, this reflects as a holdings change of 0.10% quarter on quarter, and no change year over year.
• Among the 16 institutional holders of Formula Systems (1985), 2 added to their stakes while 6 trimmed their positions and 8 held steady.
• The aggregate institutional position in Formula Systems (1985) now stands at 849.46K shares as of December 2025, after investors increased their holdings (up by 841 shares quarter on quarter which is down 4.76K shares year over year).
• Clal Insurance Enterprises Holdings Ltd continues to be the largest institutional holder of Formula Systems (1985) as of December 31, 2025, with a position of 824.70K shares, representing 5.14% of the company's outstanding stock.
• Among the most significant buyers of Formula Systems (1985) during December 2025 were Altshuler Shaham Ltd (1.65K), Smartleaf Asset Management LLC (2).
• Leading sellers of Formula Systems (1985) stock in December 2025 included CX Institutional (679), UBS Group AG (106), EverSource Wealth Advisors, LLC (11), DIMENSIONAL FUND ADVISORS LP (7), MORGAN STANLEY (6).
• The top 10 institutional holders of Formula Systems (1985) for the quarter ending December 2025 included Clal Insurance Enterprises Holdings Ltd (824.70K), GHP Investment Advisors, Inc. (7.72K), Altshuler Shaham Ltd (7.01K), DIMENSIONAL FUND ADVISORS LP (3.23K), MORGAN STANLEY (2.71K), CX Institutional (2.16K), BANK OF AMERICA CORP /DE/ (1.00K), BlackRock, Inc. (680), RHUMBLINE ADVISERS (113), BNP PARIBAS FINANCIAL MARKETS (100).