Ellomay CapitalELLO

13F holders, Q2 2025 (June 30)
9holders +1
1new positions
0sold out
$17.15avg. 13F price*

At the end of Q2 2025, 9 institutions reported holding Ellomay Capital Ltd. (ELLO) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Clal Insurance Enterprises Holdings Ltd ($26.1M), Phoenix Financial Ltd. ($5.5M) and Yelin Lapidot Holdings Management Ltd. ($1.9M).

Company
Ellomay Capital Ltd.
CUSIP
M39927120
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 8Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 8Q4 2024Q1 2025: 8Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 8Q4 2025Q1 2026: 7Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$31K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 1,733 shares bought and 1,413 shares sold, net +320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Clal Insurance Enterprises Holdings Ltd 0.26% No change 1,524,044 $26.1M
Phoenix Financial Ltd. 0.07% No change 318,228 $5.5M
Yelin Lapidot Holdings Management Ltd. 0.35% No change 110,265 $1.9M
Y.D. More Investments Ltd 0.02% Add +0.1% 12,318 $222K
UBS Group AG 0.00% Reduce -30.6% 2,591 $45K
JPMorgan Chase & Co. 0.00% Reduce -9.5% 2,580 $44K
Edmond DE Rothschild Holding S.A. 0.00% New 1,715 $31K
Morgan Stanley 0.00% No change 1,200 $21K
Bank of America Corp. 0.00% Add +100.0% 18 $310

"% of holder's portfolio" is ELLO's weight in each manager's 13F, not the share of Ellomay Capital Ltd. the manager owns.