Formula (FORTY)

Currency in ILS
33,450
-330(-0.98%)
Delayed Data·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.43M9.30%481.64M
Other Institutional Investors
10.20M66.54%3.45B
Public Companies & Retail Investors
3.70M24.16%1.25B
Total
15.33M100.00%5.18B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.82%3,958,1541,337,064
Clal Financial Management Ltd10.76%1,649,406557,169
Menora Mivtachim Provident Funds7.17%1,099,812371,516
Yelin Lapidot Holdings Ltd.6.78%1,038,923350,948
Phoenix Investments & Finances Ltd6.60%1,011,904341,821
Harel Insurance Investments & Financial Services Ltd5.96%913,118308,451
Meitav Investment House Ltd4.96%760,367256,852
Vanguard Capital Management, LLC1.81%277,16793,627
BlackRock, Inc.0.94%143,38148,434
Dimensional Fund Advisors LP0.91%138,82346,894

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.92%140,83347,573
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.61%93,17931,476
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.46%70,03823,659
iShares Trust - iShares Core MSCI EAFE ETF0.39%59,14519,979
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0.38%57,84619,540
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,52616,730
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.27%41,32213,959
iShares Trust - iShares MSCI EAFE Small-Cap ETF0.26%39,94613,494
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0.24%36,09012,191
Old Westbury Funds, Inc. - Old Westbury Small & Mid Cap Strategies Fund0.23%34,94011,803
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