Formula Systems 1985-SP ADRFORTY
13F holders, Q4 2025 (December 31)15holders
1new positions
1sold out
$168.94avg. 13F price*
At the end of Q4 2025, 15 institutions reported holding Formula Systems 1985-SP ADR (FORTY) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Clal Insurance Enterprises Holdings Ltd ($139.3M), GHP Investment Advisors, Inc. ($1.3M) and Altshuler Shaham Ltd ($1.2M).
- Company
- Formula Systems 1985-SP ADR
- CUSIP
- 346414105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $349 |
| Exits | 1 | $10K |
All 13F filers, Q3 2025 → Q4 2025: 1,652 shares bought and 882 shares sold, net +770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Clal Insurance Enterprises Holdings Ltd | 0.90% | No change | 824,703 | $139.3M |
| GHP Investment Advisors, Inc. | 0.05% | No change | 7,716 | $1.3M |
| Altshuler Shaham Ltd | 0.02% | Add +30.8% | 7,015 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.2% | 3,229 | $567K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 2,708 | $453K |
| CX Institutional | 0.01% | Reduce -23.9% | 2,159 | $361K |
| Bank of America Corp. | 0.00% | No change | 1,000 | $167K |
| BlackRock, Inc. | 0.00% | No change | 680 | $114K |
| Rhumbline Advisers | 0.00% | No change | 113 | $20K |
| BNP Paribas Financial Markets | 0.00% | No change | 100 | $17K |
| UBS Group AG | 0.00% | Reduce -86.2% | 17 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.6% | 5 | $837 |
| Smartleaf Asset Management LLC | 0.00% | New | 2 | $349 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -84.6% | 2 | $335 |
"% of holder's portfolio" is FORTY's weight in each manager's 13F, not the share of Formula Systems 1985-SP ADR the manager owns.