SEC 13F Intelligence

FORTYFORMULA SYSTEMS 1985 LTD

CUSIP 346414105 · Yahoo Finance ↗ · Google Finance ↗

Formula Systems 1985 Ltd (FORTY) has 15 institutional holders in Filings Flow’s 13F database, together reporting 26.5K shares worth $3M as of Q1 2026. The largest reported holders are Tfg Advisers LLC, Altshuler Shaham Ltd, and Ghp Investment Advisors, Inc..

Institutional Holders
14
Q1 2026
Reported Value
$3M
Ticker
FORTY
Quarters Tracked
27

Ownership Trend

Institutional holders
Q4 ’18: 4Q4 ’18Q1 ’19: 4Q2 ’19: 5Q3 ’19: 4Q3 ’20: 7Q3 ’20Q4 ’20: 6Q1 ’21: 6Q2 ’21: 8Q3 ’21: 8Q3 ’21Q4 ’21: 10Q1 ’22: 9Q2 ’22: 5Q3 ’22: 8Q3 ’22Q4 ’22: 7Q1 ’23: 7Q2 ’23: 6Q3 ’23: 6Q3 ’23Q4 ’23: 8Q1 ’24: 8Q2 ’24: 9Q3 ’24: 9Q3 ’24Q4 ’24: 12Q1 ’25: 13Q2 ’25: 18Q3 ’25: 15Q3 ’25Q4 ’25: 15Q1 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $532,000Q4 ’18Q1 ’19: $377,000Q2 ’19: $510,000Q3 ’19: $865,000Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $56MQ1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ2 ’25: $4MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
TFG Advisers LLC$292M AUM0.32%$931,0857.3KQ2 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.04%$850,9217.7KQ1 2026
Altshuler Shaham Ltd$5.5B AUM0.02%$926,3497.7KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$205,7091.9KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$9,95971Q3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$391,1873.3KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$511,0004.0KQ2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,10310Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$453,1982.7KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$72,562568Q2 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$19,833113Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3352Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$167,3501.0KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2252Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$11,028100Q1 2026
UBS Group AG$666.3B AUM0.00%$14,006127Q1 2026
BlackRock, Inc.$5.72T AUM0.00%$74,990680Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$5515Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$130Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.