SEC 13F Intelligence

Managers / Q4 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
$11.5B
Q4 2025
Positions
435
Filings on Record
30
2019–present window
Filed
Feb 3, 2026
original filing

Summary

Harel Insurance Investments & Financial Services Ltd. reported $11.5B in U.S.-listed holdings across 435 positions for Q4 2025.

Its largest position, XLV, represents 15.4% of the portfolio.

Compared with Q3 2025, the fund opened 27 new positions and exited 60.

Portfolio Metrics

Turnover
+30.7%
vs prior filed quarter
Top-10 Concentration
+59.1%
share of reported value
Largest Position
+15.4%
Select Sector Spdr Tr
New / Exited
27 / 60
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
Common Stock: 41.1%ETP: 40.5%ADR: 16.2%Other: 1.9%US DOMESTIC: 0.3%REIT: 0.0%
  • Common Stock · 41.1% · $4.7B
  • ETP · 40.5% · $4.7B
  • ADR · 16.2% · $1.9B
  • Other · 1.9% · $222M
  • US DOMESTIC · 0.3% · $37M
  • REIT · 0.0% · $542,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CLIPGLOBAL X FDSNEW+3.00M3.00M+$301M$301M
MISLFIRST TR EXCHANGE-TRADED FDNEW+2.80M2.80M+$120M$120M
COPXGLOBAL X FDSNEW+770.0K770.0K+$56M$56M
ETORO GROUP LTDNEW+1.23M1.23M+$43M$43M
VRSNVERISIGN INCNEW+38.3K38.3K+$9M$9M
EXELEXELIXIS INCNEW+58.1K58.1K+$3M$3M
QQQMINVESCO EXCH TRADED FD TR IINEW+7.8K7.8K+$2M$2M
ANFABERCROMBIE & FITCH CONEW+10.4K10.4K+$1M$1M

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

Holdings — Q4 2025

347 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1XLVSELECT SECTOR SPDR TRSTATE STREET HEA · STATE STREET TEC · STATE STREET CON · STATE STREET UTI · STATE STREET COM · STATE STREET ENE · STATE STREET IND · STATE STREET FIN · STATE STREET MAT · STATE STREET REA15.37%$1.8B17.24M
2TEVATEVA PHARMACEUTICAL INDS LTDhistory →SPONSORED ADS12.15%$1.4B44.95M
3CLIPGLOBAL X FDS1-3 MONTH T-BILL · US INFR DEV ETF · DEFENSE TECH ETF · GLOBAL X COPPER · DAX GERMANY ETF · CYBRSCURTY ETF6.74%$779M11.91M
4GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.39%$506M1.62M
5NVMINOVA LTDhistory →COM4.18%$482M1.47M
6SMHVANECK ETF TRUSTSEMICONDUCTR ETF · ENVIRONMENTAL SR · MRNGSTR WDE MOAT · VIDEO GMNG ESPRT3.76%$434M1.26M
7GRIDFIRST TR EXCHANGE TRADED FDNASDQ CLN EDGE · INDXX AEROSPACE · DJ INTERNT IDX · RISNG DIVD ACHIV · WTR ETF · CLOUD COMPUTING · NASDAQ CYB ETF3.26%$376M4.48M
8TSMTAIWAN SEMICONDUCTOR MFG LTDhistory →SPONSORED ADS3.18%$367M1.21M
9IAIISHARES TRUS BR DEL SE ETF · US CONSUM DISCRE · IBOXX INV CP ETF · EXPANDED TECH · 0-5YR INVT GR CP · CORE S&P500 ETF · MSCI ACWI ETF · GL CLEAN ENE ETF · MSCI GBL SUS DEV · U.S. MED DVC ETF · CORE MSCI PAC · ISHARES SEMICDTR · CORE MSCI EURO · CORE US AGGBD ET · GLOB HLTHCRE ETF · SELECT DIVID ETF · CORE S&P MCP ETF · U.S. BAS MTL ETF · MSCI EMG MKT ETF · IBOXX HI YD ETF · MSCI INDIA ETF · MSCI EAFE ETF · MSCI AC ASIA ETF · ASIA 50 ETF · ISHS 5-10YR INVT · S&P 500 GRWT ETF · USD INV GRDE ETF · RUSSELL 2000 ETF3.17%$366M2.79M
10NVDANVIDIA CORPORATIONhistory →COM2.86%$330M1.77M
11AMZNAMAZON COM INChistory →COM2.60%$300M1.30M
12VGTVANGUARD WORLD FDINF TECH ETF · COMM SRVC ETF · CONSUM DIS ETF · INDUSTRIAL ETF · UTILITIES ETF · CONSUM STP ETF · HEALTH CAR ETF2.46%$284M466.5K
13MSFTMICROSOFT CORPhistory →COM2.38%$275M568.1K
14TSEMTOWER SEMICONDUCTOR LTDhistory →SHS NEW2.36%$272M2.32M
15FCOMFIDELITY COVINGTON TRUSTMSCI COMMNTN SVC · MSCI INFO TECH I2.10%$243M3.10M
16CAMTCAMTEK LTDhistory →ORD1.53%$177M1.67M
17AVGOBROADCOM INChistory →COM1.37%$158M456.4K
18MDBMONGODB INChistory →CL A1.29%$149M354.7K
19SNOWSNOWFLAKE INChistory →COM SHS1.26%$145M662.6K
20DDOGDATADOG INChistory →CL A COM1.24%$143M1.05M
21GE AEROSPACECOM NEW1.22%$141M458.5K
22HONHONEYWELL INTL INChistory →COM1.22%$141M721.9K
23GSGOLDMAN SACHS GROUP INChistory →COM1.21%$139M158.4K
24ENLIGHT RENEWABLE ENERGY LTDSHS1.07%$124M2.72M
25METAMETA PLATFORMS INChistory →CL A1.04%$120M182.0K
26NICENICE LTDhistory →SH0.86%$99M880.1K
27AAPLAPPLE INChistory →COM0.84%$97M355.7K
28XMESPDR SERIES TRUSTSTATE STREET SPD0.84%$97M950.4K
29ORAORMAT TECHNOLOGIES INChistory →COM0.83%$96M865.3K
30SNPSSYNOPSYS INChistory →COM0.82%$94M201.1K
31EPIWISDOMTREE TRINDIA ERNGS FD · EUROPE HEDGED EQ · JAPN HEDGE EQT · GLOBAL EX US QUA0.71%$82M1.71M
32GLOBAL E ONLINE LTDSHS0.69%$80M2.04M
33BACBANK AMERICA CORPhistory →COM0.66%$77M1.39M
34MGICMAGIC SOFTWARE ENTERPRISES Lhistory →ORD0.62%$71M2.77M
35JPMJPMORGAN CHASE & CO.history →COM0.48%$56M173.3K
36ORCLORACLE CORPhistory →COM0.48%$55M283.2K
37SPYSPDR S&P 500 ETF TRhistory →TR UNIT0.44%$51M74.9K
38ESLTELBIT SYS LTDhistory →ORD0.44%$51M88.1K
39MRVLMARVELL TECHNOLOGY INChistory →COM0.43%$49M579.0K
40RSPDINVESCO EXCHANGE TRADED FD TS&P500 EQL DIS · S&P500 EQL WGT · LEISURE AND ENTE0.42%$49M833.3K
41ETORO GROUP LTDSHS CL A0.37%$43M1.23M
42QQQINVESCO QQQ TRhistory →UNIT SER 10.37%$42M68.9K
43SEDGSOLAREDGE TECHNOLOGIES INCNOTE 2.250% 7/0 · COM0.33%$38M31.21M
44PERION NETWORK LTDSHS NEW0.29%$33M3.48M
45MBLYMOBILEYE GLOBAL INChistory →COMMON CLASS A0.26%$30M2.88M
46PANWPALO ALTO NETWORKS INChistory →COM0.25%$29M156.5K
47VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EUROPE ETF · FTSE PACIFIC ETF0.21%$25M331.4K
48NAYAX LTDSHS0.17%$19M380.0K
49BABOEING COhistory →COM0.17%$19M88.5K
50RTXRTX CORPORATIONhistory →COM0.16%$18M99.6K
51LMTLOCKHEED MARTIN CORPhistory →COM0.13%$15M31.2K
52KBWPINVESCO EXCH TRADED FD TR IIKBW PPTY CASUT · GBL CLEAN ENRG · NASDAQ 100 ETF · S&P 500 MOMNTM · S&P500 LOW VOL · S&P INTL MOMNT · CHINA TECHNLGY · KBW BK ETF0.12%$14M224.9K
53VOOVANGUARD INDEX FDSS&P 500 ETF SHS · VALUE ETF0.12%$14M34.1K
54INMDINMODE LTDhistory →SHS0.11%$13M900.0K
55DBX ETF TRXTRACK HRVST CSI · XTRACK MSCI EURP0.11%$13M394.0K
56ADBEADOBE INChistory →COM0.11%$12M35.5K
57GDGENERAL DYNAMICS CORPhistory →COM0.11%$12M36.4K
58HWMHOWMET AEROSPACE INChistory →COM0.10%$11M54.1K
59NOCNORTHROP GRUMMAN CORPhistory →COM0.09%$11M19.2K
60EWJISHARES INCMSCI JAPAN ETF · MSCI EURZONE ETF0.09%$11M131.9K
61VVISA INChistory →COM CL A0.09%$10M29.5K
62TDGTRANSDIGM GROUP INChistory →COM0.09%$10M7.6K
63VRSNVERISIGN INCCOM0.08%$9M38.3K
64MELIMERCADOLIBRE INCCOM0.08%$9M4.5K
65MEDPMEDPACE HLDGS INCCOM0.08%$9M15.9K
66WMTWALMART INCCOM0.08%$9M78.6K
67CHECHEMED CORP NEWCOM0.07%$9M20.0K
68LOPEGRAND CANYON ED INCCOM0.07%$8M50.0K
69ZIMZIM INTEGRATED SHIPPING SERVSHS0.07%$8M391.8K
70MCKMCKESSON CORPCOM0.07%$8M10.1K
71CORCENCORA INCCOM0.07%$8M24.5K
72PCTYPAYLOCITY HLDG CORPCOM0.07%$8M54.0K
73RNGRINGCENTRAL INCCL A0.07%$8M280.3K
74LYFTLYFT INCCL A COM0.07%$8M411.3K
75EMEEMCOR GROUP INCCOM0.07%$8M13.0K
76NTNXNUTANIX INCCL A0.07%$8M152.1K
77DOCSDOXIMITY INCCL A0.07%$8M173.6K
78FEZSPDR INDEX SHS FDSEURO STOXX 500.06%$7M115.2K
79LHXL3HARRIS TECHNOLOGIES INCCOM0.06%$7M25.2K
80EXMOCEXXON MOBIL CORPCOM0.05%$6M52.0K
81PLTRPALANTIR TECHNOLOGIES INCCL A0.05%$6M34.9K
82AXONAXON ENTERPRISE INCCOM0.05%$6M10.7K
83FFIVF5 INCCOM0.05%$6M23.0K
84PINSPINTEREST INCCL A0.05%$6M218.8K
85NYTNEW YORK TIMES COCL A0.05%$6M80.3K
86YUMYUM BRANDS INCCOM0.05%$6M36.8K
87WIXWIX COM LTDSHS0.05%$5M52.8K
88DOCUDOCUSIGN INCCOM0.05%$5M79.2K
89DECKDECKERS OUTDOOR CORPCOM0.05%$5M51.7K
90CVXCHEVRON CORP NEWCOM0.05%$5M35.1K
91CBOECBOE GLOBAL MKTS INCCOM0.05%$5M21.3K
92GDDYGODADDY INCCL A0.05%$5M42.9K
93COSTCOSTCO WHSL CORP NEWCOM0.05%$5M6.1K
94NFLXNETFLIX INCCOM0.05%$5M55.6K
95RMDRESMED INCCOM0.05%$5M21.6K
96PEGAPEGASYSTEMS INCCOM0.04%$5M86.6K
97TSLATESLA INCCOM0.04%$5M11.5K
98RKLBROCKET LAB CORPCOM0.04%$5M71.9K
99ABNBAIRBNB INCCOM CL A0.04%$4M33.1K
100BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.03%$3M6.5K

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 ↗.