SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Harel Insurance Investments & Financial Services Ltd.

CIK 0001429390 · HAREL HOUSE, 3 ABBA HILLEL ST., RAMAT GAN, 52118 · 972-3-7547090

Reported Value
$11.1B
Q3 2025
Positions
469
Filings on Record
30
2019–present window
Filed
Oct 29, 2025
original filing

Summary

Harel Insurance Investments & Financial Services Ltd. reported $11.1B in U.S.-listed holdings across 469 positions for Q3 2025.

The portfolio is heavily concentrated: XLF alone accounts for 24.0% of reported value.

Compared with Q2 2025, the fund opened 76 new positions and exited 45.

Portfolio Metrics

Turnover
+5.9%
vs prior filed quarter
Top-10 Concentration
+62.4%
share of reported value
Largest Position
+24.0%
Select Sector Spdr Tr
New / Exited
76 / 45
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $1.7BQ2 ’19: $1.9BQ3 ’19: $1.6BQ4 ’19: $2.3BQ4 ’19Q1 ’20: $2.1BQ2 ’20: $2.9BQ3 ’20: $2.9BQ4 ’20: $4.2BQ4 ’20Q1 ’21: $5.3BQ2 ’21: $4.5BQ3 ’21: $3.8BQ4 ’21: $5.3BQ4 ’21Q1 ’22: $6.1BQ2 ’22: $4.8BQ3 ’22: $4.1BQ1 ’23: $4.9BQ1 ’23Q2 ’23: $4.1BQ3 ’23: $5.1BQ4 ’23: $5.7BQ1 ’24: $5.2BQ1 ’24Q2 ’24: $5.3BQ3 ’24: $5.8BQ4 ’24: $6.1BQ1 ’25: $7.6BQ1 ’25Q2 ’25: $8.7BQ3 ’25: $11.1BQ4 ’25: $11.5BQ1 ’26: $14.7BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 52.3%Common Stock: 35.5%ADR: 10.7%Other: 1.3%US DOMESTIC: 0.1%REIT: 0.0%
  • ETP · 52.3% · $5.8B
  • Common Stock · 35.5% · $4.0B
  • ADR · 10.7% · $1.2B
  • Other · 1.3% · $140M
  • US DOMESTIC · 0.1% · $16M
  • REIT · 0.0% · $548,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GRIDFIRST TR EXCHANGE TRADED FDNEW+1.04M1.04M+$157M$157M
MBLYMOBILEYE GLOBAL INCNEW+2.88M2.88M+$41M$41M
SNPSSYNOPSYS INCNEW+52.6K52.6K+$26M$26M
SOLAREDGE TECHNOLOGIES INCNEW+12.00M12.00M+$16M$16M
RDDTREDDIT INCNEW+13.0K13.0K+$3M$3M
DAXGLOBAL X FDSNEW+52.2K52.2K+$2M$2M
GTLBGITLAB INCNEW+45.0K45.0K+$2M$2M
FORFORESTAR GROUP INCNEW+75.5K75.5K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

376 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1XLFSELECT SECTOR SPDR TRFINANCIAL · TECHNOLOGY · SBI HEALTHCARE · SBI CONS STPLS · ENERGY · SBI INT-UTILS · SBI CONS DISCR · COMMUNICATION · INDL · RL EST SEL SEC · SBI MATERIALS23.96%$2.7B27.67M
2VGTVANGUARD WORLD FDINF TECH ETF · HEALTH CAR ETF · COMM SRVC ETF · CONSUM DIS ETF · INDUSTRIAL ETF · UTILITIES ETF · CONSUM STP ETF7.00%$779M1.63M
3TEVATEVA PHARMACEUTICAL INDS LTDhistory →SPONSORED ADS6.84%$761M37.70M
4IYCISHARES TRUS CONSUM DISCRE · US BR DEL SE ETF · EXPANDED TECH · U.S. MED DVC ETF · IBOXX INV CP ETF · MSCI ACWI ETF · 0-5YR INVT GR CP · CORE S&P TTL STK · GL CLEAN ENE ETF · MSCI GBL SUS DEV · ISHS 5-10YR INVT · RUS 1000 GRW ETF · CORE MSCI PAC · ISHARES SEMICDTR · CORE MSCI EURO · CORE US AGGBD ET · CORE S&P500 ETF · GLOB HLTHCRE ETF · SELECT DIVID ETF · CORE S&P MCP ETF · IBOXX HI YD ETF · U.S. BAS MTL ETF · MSCI EAFE ETF · MSCI INDIA ETF · MSCI EMG MKT ETF · ASIA 50 ETF · MSCI AC ASIA ETF · NEW ZEALAND ETF · RUSSELL 2000 ETF · S&P 500 GRWT ETF · USD INV GRDE ETF4.34%$483M4.51M
5KBWBINVESCO EXCH TRADED FD TR IIKBW BK ETF · KBW PPTY CASUT · S&P500 LOW VOL · S&P 500 MOMNTM · GBL CLEAN ENRG · S&P INTL MOMNT · CHINA TECHNLGY4.24%$472M5.46M
6NVMINOVA LTDhistory →COM4.10%$457M1.43M
7GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.60%$401M1.65M
8TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS3.02%$336M1.20M
9MSFTMICROSOFT CORPhistory →COM2.68%$298M574.9K
10NVDANVIDIA CORPORATIONhistory →COM2.62%$291M1.56M
11AMZNAMAZON COM INChistory →COM2.56%$285M1.30M
12VPLVANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF · ALLWRLD EX US · FTSE EUROPE ETF2.25%$251M2.92M
13PAVEGLOBAL X FDSUS INFR DEV ETF · DAX GERMANY ETF · DEFENSE TECH ETF · CYBRSCURTY ETF1.97%$219M4.60M
14FCOMFIDELITY COVINGTON TRUSTMSCI COMMNTN SVC · MSCI INFO TECH I1.94%$215M2.81M
15GRIDFIRST TR EXCHANGE TRADED FDNASDQ CLN EDGE · DJ INTERNT IDX · RISNG DIVD ACHIV · WTR ETF · NASDAQ CYB ETF · CLOUD COMPUTING1.61%$180M1.19M
16TSEMTOWER SEMICONDUCTOR LTDhistory →SHS NEW1.51%$168M2.32M
17SMHVANECK ETF TRUSTSEMICONDUCTR ETF · ENVIRONMENTAL SR · MRNGSTR WDE MOAT · VIDEO GMNG ESPRT1.38%$153M507.0K
18AVGOBROADCOM INChistory →COM1.37%$152M461.2K
19METAMETA PLATFORMS INChistory →CL A1.12%$125M170.4K
20CAMTCAMTEK LTDhistory →ORD1.00%$111M1.06M
21NICENICE LTDhistory →SH0.84%$94M647.0K
22AAPLAPPLE INChistory →COM0.81%$90M354.2K
23SPYSPDR S&P 500 ETF TRhistory →TR UNIT0.81%$90M134.4K
24XMESPDR SERIES TRUSTS&P METALS MNG · PORTFOLIO AGRGTE · PORTFOLIO SHORT · PORTFOLIO S&P400 · PORTFOLIO INTRMD0.78%$87M948.3K
25ENLIGHT RENEWABLE ENERGY LTDSHS0.76%$85M2.72M
26ORAORMAT TECHNOLOGIES INChistory →COM0.75%$83M865.3K
27HONHONEYWELL INTL INChistory →COM0.74%$83M392.6K
28ORCLORACLE CORPhistory →COM0.71%$79M280.3K
29EPIWISDOMTREE TRINDIA ERNGS FD · EUROPE HEDGED EQ · JAPN HEDGE EQT · GLB US QTLY DIV0.70%$78M1.71M
30MAMASTERCARD INCORPORATEDhistory →CL A0.57%$63M110.8K
31RTXRTX CORPORATIONhistory →COM0.54%$60M358.9K
32MRVLMARVELL TECHNOLOGY INChistory →COM0.51%$57M679.0K
33MGICMAGIC SOFTWARE ENTERPRISES Lhistory →ORD0.51%$56M2.76M
34GLOBAL E ONLINE LTDSHS0.50%$55M1.55M
35VVISA INChistory →COM CL A0.48%$54M157.0K
36MDBMONGODB INChistory →CL A0.46%$51M164.9K
37NOCNORTHROP GRUMMAN CORPhistory →COM0.45%$50M81.7K
38RSPDINVESCO EXCHANGE TRADED FD TS&P500 EQL DIS · S&P500 EQL WGT · S&P SMLCP MOMENT · LEISURE AND ENTE0.43%$48M759.8K
39QQQINVESCO QQQ TRhistory →UNIT SER 10.39%$44M73.0K
40DDOGDATADOG INChistory →CL A COM0.39%$43M303.8K
41ICEINTERCONTINENTAL EXCHANGE INhistory →COM0.39%$43M256.4K
42SNOWSNOWFLAKE INChistory →COM SHS0.39%$43M190.9K
43GXOGXO LOGISTICS INCORPORATEDhistory →COMMON STOCK0.38%$43M804.5K
44MBLYMOBILEYE GLOBAL INChistory →COMMON CLASS A0.37%$41M2.88M
45SEDGSOLAREDGE TECHNOLOGIES INCCOM · NOTE 2.250% 7/00.31%$35M12.50M
46FISFIDELITY NATL INFORMATION SVhistory →COM0.30%$33M507.0K
47PERION NETWORK LTDSHS NEW0.30%$33M3.48M
48PANWPALO ALTO NETWORKS INChistory →COM0.29%$32M159.6K
49UALUNITED AIRLS HLDGS INChistory →COM0.28%$32M326.7K
50NOWSERVICENOW INChistory →COM0.28%$31M33.6K
51SNPSSYNOPSYS INChistory →COM0.23%$26M52.6K
52UBERUBER TECHNOLOGIES INChistory →COM0.20%$23M231.6K
53DALDELTA AIR LINES INC DELhistory →COM NEW0.20%$22M396.2K
54AMDADVANCED MICRO DEVICES INChistory →COM0.20%$22M134.2K
55NAYAX LTDSHS0.16%$18M380.0K
56LMTLOCKHEED MARTIN CORPhistory →COM0.16%$18M36.0K
57VOOVANGUARD INDEX FDSS&P 500 ETF SHS · VALUE ETF · MCAP GR IDXVIP · MID CAP ETF · SM CP VAL ETF0.16%$18M42.3K
58DBX ETF TRXTRACK HRVST CSI · XTRACK MSCI EURP0.15%$17M504.8K
59GDGENERAL DYNAMICS CORPhistory →COM0.13%$14M41.1K
60INMDINMODE LTDhistory →SHS0.12%$13M900.0K
61HWMHOWMET AEROSPACE INChistory →COM0.11%$12M62.4K
62TDGTRANSDIGM GROUP INChistory →COM0.11%$12M9.2K
63ADBEADOBE INChistory →COM0.11%$12M34.3K
64EWJISHARES INCMSCI JPN ETF NEW · MSCI HONG KG ETF · MSCI TURKEY ETF · MSCI EURZONE ETF0.09%$11M136.9K
65FIXCOMFORT SYS USA INCCOM0.09%$10M11.9K
66LHXL3HARRIS TECHNOLOGIES INCCOM0.08%$9M28.6K
67AXONAXON ENTERPRISE INCCOM0.08%$9M12.1K
68LYFTLYFT INCCL A COM0.07%$8M370.6K
69RMDRESMED INCCOM0.07%$8M29.6K
70LOPEGRAND CANYON ED INCCOM0.06%$7M32.6K
71PPURE STORAGE INCCL A0.06%$7M85.4K
72NTNXNUTANIX INCCL A0.06%$7M94.5K
73FEZSPDR INDEX SHS FDSEURO STOXX 500.06%$7M112.9K
74EMEEMCOR GROUP INCCOM0.06%$7M10.7K
75PINSPINTEREST INCCL A0.06%$7M212.7K
76PEGAPEGASYSTEMS INCCOM0.06%$7M118.4K
77MELIMERCADOLIBRE INCCOM0.06%$7M2.9K
78FFIVF5 INCCOM0.06%$7M20.4K
79WMTWALMART INCCOM0.06%$7M63.8K
80ICLICL GROUP LTDSHS0.06%$6M1.04M
81MCKMCKESSON CORPCOM0.05%$6M7.9K
82DOCSDOXIMITY INCCL A0.05%$6M83.3K
83MEDPMEDPACE HLDGS INCCOM0.05%$6M11.5K
84YUMYUM BRANDS INCCOM0.05%$6M37.8K
85DECKDECKERS OUTDOOR CORPCOM0.05%$6M56.4K
86GDDYGODADDY INCCL A0.05%$6M41.4K
87ESLTELBIT SYS LTDORD0.05%$6M10.9K
88DOCUDOCUSIGN INCCOM0.05%$5M75.4K
89NYTNEW YORK TIMES COCL A0.05%$5M94.7K
90COSTCOSTCO WHSL CORP NEWCOM0.05%$5M5.8K
91CORCENCORA INCCOM0.05%$5M16.9K
92NFLXNETFLIX INCCOM0.05%$5M4.4K
93ADPAUTOMATIC DATA PROCESSING INCOM0.05%$5M17.9K
94TSLATESLA INCCOM0.05%$5M11.7K
95PLTRPALANTIR TECHNOLOGIES INCCL A0.05%$5M28.5K
96RNGRINGCENTRAL INCCL A0.04%$5M175.2K
97BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.04%$5M9.5K
98JPMJPMORGAN CHASE & CO.COM0.04%$5M14.5K
99PCTYPAYLOCITY HLDG CORPCOM0.04%$4M27.7K
100CHECHEMED CORP NEWCOM0.04%$4M9.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$14.7B509May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$11.5B435Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$11.1B469Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$8.7B437Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$7.6B481Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$6.1B474Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.8B493Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.3B547Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$5.2B539Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$5.7B606Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.1B683Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.1B686Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.9B698May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review683Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.1B699Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.8B707Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.1B700May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$5.3B744Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.8B675Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.5B766Jul 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.3B730Apr 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.2B713Jan 26, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.9B614Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.9B511Jul 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.1B434Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.3B466Jan 23, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.6B489Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.9B458Jul 22, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.7B447Apr 18, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.6B459Jan 29, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Harel Insurance Co LTD028-17292
  • Harel Mutual Funds Ltd028-17293

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 ↗.