FORMULA SYSTEMS 1985-SP ADR (FORTY) Top Institutional Shareholders
FORMULA SYSTEMS 1985-SP ADR (FORTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.87M in FORTY holdings during the latest filing period.
Altshuler Shaham Ltd is currently the largest disclosed institutional shareholder of FORTY tracked by InsiderSet, reporting ownership valued at approximately $926,349 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $922,149.62, representing an estimated loss of -0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FORTY value among the investors covered in this analysis. Major shareholders include Altshuler Shaham Ltd, Ghp Investment Advisors, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in FORMULA SYSTEMS 1985-SP ADR (FORTY).
This page ranks the largest institutional FORTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$2.87M
Largest Holder
Altshuler Shaham Ltd
Largest Position
$926,349
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 0.02% | 7,742 | $926,349 | $922,150 | -$4,199 | -0.45% | |
| Ghp Investment Advisors, Inc. | 0.04% | 7,716 | $850,921 | $919,053 | +$68,132 | +8.01% | |
| Dimensional Fund Advisors Lp | 0.00% | 3,315 | $391,187 | $394,850 | +$3,663 | +0.94% | |
| Morgan Stanley | 0.00% | 2,708 | $298,638 | $322,550 | +$23,912 | +8.01% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 1,865 | $205,709 | $222,140 | +$16,431 | +7.99% | |
| Clal Insurance Enterprises Holdings Ltd | 0.60% | 824,703 | $98,678 | $98,230,374 | +$98,131,696 | +99446.38% | |
| Blackrock, Inc. | 0.00% | 680 | $74,990 | $80,995 | +$6,005 | +8.01% | |
| Ubs Group Ag | 0.00% | 127 | $14,006 | $15,127 | +$1,121 | +8.00% | |
| Bnp Paribas Financial Markets | 0.00% | 100 | $11,028 | $11,911 | +$883 | +8.01% | |
| Sbi Securities Co., Ltd. | 0.00% | 10 | $1,103 | $1,191 | +$88 | +7.99% | |
| Osaic Holdings, Inc. | 0.00% | 5 | $551 | $596 | +$45 | +8.09% | |
| Cx Institutional | 0.01% | 2,159 | $238 | $257,158 | +$256,920 | +107949.79% | |
| Smartleaf Asset Management Llc | 0.00% | 2 | $225 | $238 | +$13 | +5.88% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $13 | — | — | — | |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | 75 | $9 | $8,933 | +$8,924 | +99158.33% |
Frequently asked questions about FORTY
Who owns the most FORTY stock?
The largest holders of FORTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FORMULA SYSTEMS 1985-SP ADR (FORTY).
Is FORTY widely held by superinvestors?
Many widely followed stocks like FORTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FORTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.