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 September 2025.

• The collective stake of institutional investors in Formula Systems (1985) moved to 5.4% in September 2025, a shift down from the 5.4% reported for June 2025.
• In percentage terms, this reflects as a holdings change of 0.50% quarter on quarter, and an increase of 14.29% year over year.
• The latest 13F cycle for Formula Systems (1985) reveals that of 16 total investors, 5 funds grew their exposure, whereas 3 reduced theirs and 8 made no changes.
• This class of investors increased its holdings in Formula Systems (1985) to 848.69K shares for the 13F-cycle ending September 2025, up by 4.24K shares quarter on quarter, and down 7.96K shares year over year.
• The top institutional stake in Formula Systems (1985) as of September 30, 2025 belongs to Clal Insurance Enterprises Holdings Ltd, which owns 824.70K shares, or 5.22% of the company.
• Among the most significant buyers of Formula Systems (1985) during September 2025 were CX Institutional (2.84K), Altshuler Shaham Ltd (1.12K), GHP Investment Advisors, Inc. (755), EverSource Wealth Advisors, LLC (13), MORGAN STANLEY (6).
• Leading sellers of Formula Systems (1985) stock in September 2025 included DIMENSIONAL FUND ADVISORS LP (327), UBS Group AG (169), OSAIC HOLDINGS, INC. (6).
• The top 10 institutional holders of Formula Systems (1985) for the quarter ending September 2025 included Clal Insurance Enterprises Holdings Ltd (824.70K), GHP Investment Advisors, Inc. (7.72K), Altshuler Shaham Ltd (5.37K), DIMENSIONAL FUND ADVISORS LP (3.24K), CX Institutional (2.84K), MORGAN STANLEY (2.71K), BANK OF AMERICA CORP /DE/ (1.00K), BlackRock, Inc. (680), UBS Group AG (123), RHUMBLINE ADVISERS (113).