SEC 13F Intelligence

Managers / Q2 2023 · view latest →

MEITAV INVESTMENT HOUSE LTD

CIK 0001398346 · 1 JABOTINSKY ST., BENE-BERAQ, 5112302 · 972-3-7903041

Reported Value
$12.5B
Q2 2023
Positions
943
includes revealed positions
Filings on Record
32
2019–present window
Filed
Jul 24, 2023
original filing

Summary

Meitav Investment House Ltd reported $12.5B in U.S.-listed holdings across 943 positions for Q2 2023.

Its largest position, VOO, represents 3.1% of the portfolio.

Compared with Q1 2023, the fund opened 310 new positions and exited 17.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $1.8BQ2 ’19: $1.5BQ3 ’19: $1.4BQ4 ’19: $1.4BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.7BQ3 ’20: $2.0BQ4 ’20: $2.6BQ4 ’20Q1 ’21: $3.6BQ2 ’21: $7.8BQ3 ’21: $6.1BQ4 ’21: $6.1BQ4 ’21Q1 ’22: $6.7BQ2 ’22: $5.9BQ3 ’22: $5.7BQ4 ’22: $5.82TQ4 ’22Q1 ’23: $5.8BQ2 ’23: $12.5BQ3 ’23: $6.2BQ4 ’23: $6.8BQ4 ’23Q1 ’24: $5.1BQ2 ’24: $5.6BQ3 ’24: $6.0BQ4 ’24: $5.9BQ4 ’24Q1 ’25: $5.4BQ2 ’25: $7.4BQ3 ’25: $7.6BQ4 ’25: $8.7BQ4 ’25Q1 ’26: $9.1Bfilingsflow.com

Portfolio Composition

By security type
ETP: 56.7%Common Stock: 29.2%Other: 10.8%ADR: 2.4%REIT: 0.7%Other: 0.2%
  • ETP · 56.7% · $7.1B
  • Common Stock · 29.2% · $3.6B
  • Other · 10.8% · $1.3B
  • ADR · 2.4% · $299M
  • REIT · 0.7% · $88M
  • Other · 0.2% · $22M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023REVEALED

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9.1B232Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$8.7B241Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.6B248Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.4B217Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.4B223May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.9B224Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.0B236Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.6B221Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$5.1B230May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.8B336Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$6.2B334Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023REVEALED$12.5B943Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.8B355May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.82T358Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.7B361Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.9B335Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.7B382May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.1B383Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$6.1B404Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021REVEALED$7.8B823Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.6B379May 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.6B413Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B394Nov 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.7B385Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B376May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.4B422Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.4B441Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B429Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.8B396May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.6B336Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • MEITAV MUTUAL FUNDS LTD028-18633
  • MEITAV PROVIDENT FUNDS & PENSION LTD028-18635
  • MEITAV PORTFOLIO MANAGEMENT LTD028-18634

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.