SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Phoenix Financial Ltd.

CIK 0001679543 · 53 DERECH HA'SHALOM ST., GIVATAYIM, 53454 · 972-3-733-2997

Reported Value
$7.2B
Q1 2024
Positions
598
Filings on Record
31
2019–present window
Filed
May 15, 2024
original filing

Summary

Phoenix Financial Ltd. reported $7.2B in U.S.-listed holdings across 598 positions for Q1 2024.

Its largest position, XLF, represents 8.5% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q3 ’19: $2.1BQ3 ’19Q4 ’19: $2.4BQ1 ’20: $2.0BQ2 ’20: $2.4BQ3 ’20: $2.4BQ3 ’20Q4 ’20: $3.7BQ1 ’21: $4.4BQ2 ’21: $5.3BQ3 ’21: $5.8BQ3 ’21Q4 ’21: $6.1BQ1 ’22: $5.9BQ2 ’22: $4.9BQ3 ’22: $4.5BQ3 ’22Q4 ’22: $5.16TQ1 ’23: $4.5BQ2 ’23: $4.9BQ3 ’23: $5.4BQ3 ’23Q4 ’23: $6.0BQ1 ’24: $7.2BQ2 ’24: $6.6BQ3 ’24: $6.8BQ3 ’24Q4 ’24: $7.3BQ1 ’25: $6.5BQ2 ’25: $7.6BQ3 ’25: $15.7BQ3 ’25Q4 ’25: $9.2BQ1 ’26: $10.5Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$10.5B691May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.2B671Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025REVEALED$15.7B1,272Nov 13, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$7.6B614Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.5B536May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.3B522Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.8B524Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.6B507Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$7.2B598May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.0B482Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.4B401Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.9B370Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.5B339May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.16T367Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.5B463Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.9B529Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.9B546May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.1B501Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.8B521Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.3B405Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.4B514May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.7B449Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.4B399Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.4B408Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.0B389May 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.4B240Feb 18, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.1B239Nov 18, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • PHOENIX INVESTMENTS HOUSE LTD.028-18651
  • KSM Mutual Funds Ltd.028-20291

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 ↗.