SEC 13F Intelligence

ELLOMAY CAPITAL LIMITED

CUSIP M39927120

Ellomay Capital Limited has 7 institutional holders in Filings Flow’s 13F database, together reporting 3.06M shares worth $73M as of Q1 2026. The largest reported holders are Clal Insurance Enterprises Holdings Ltd, Menora Mivtachim Holdings Ltd., and Phoenix Financial Ltd..

Institutional Holders
7
Q1 2026
Reported Value
$73M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 5Q2 ’19Q3 ’19: 7Q4 ’19: 9Q1 ’20: 8Q2 ’20: 10Q2 ’20Q3 ’20: 10Q4 ’20: 8Q1 ’21: 9Q2 ’21: 10Q2 ’21Q3 ’21: 9Q4 ’21: 8Q1 ’22: 8Q2 ’22: 6Q2 ’22Q3 ’22: 6Q4 ’22: 7Q1 ’23: 5Q2 ’23: 4Q2 ’23Q3 ’23: 5Q4 ’23: 7Q1 ’24: 7Q2 ’24: 6Q2 ’24Q3 ’24: 5Q4 ’24: 6Q1 ’25: 6Q2 ’25: 9Q2 ’25Q3 ’25: 7Q4 ’25: 7Q1 ’26: 7filingsflow.com
Total reported value
Q2 ’19: $10MQ2 ’19Q3 ’19: $13MQ4 ’19: $7MQ1 ’20: $6MQ2 ’20: $32MQ2 ’20Q3 ’20: $47MQ4 ’20: $20MQ1 ’21: $23MQ2 ’21: $62MQ2 ’21Q3 ’21: $19MQ4 ’21: $42MQ1 ’22: $40MQ2 ’22: $33MQ2 ’22Q3 ’22: $29MQ4 ’22: $22MQ1 ’23: $17MQ2 ’23: $24MQ2 ’23Q3 ’23: $20MQ4 ’23: $30MQ1 ’24: $31MQ2 ’24: $23MQ2 ’24Q3 ’24: $24MQ4 ’24: $32MQ1 ’25: $29MQ2 ’25: $8MQ2 ’25Q3 ’25: $25MQ4 ’25: $34MQ1 ’26: $73Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Yelin Lapidot Holdings Management Ltd.$480M AUM0.98%$5M193.6KQ1 2026
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.10%$22M945.0KQ1 2026
Phoenix Financial Ltd.$10.5B AUM0.07%$8M318.2KQ1 2026
Y.D. More Investments Ltd$2.6B AUM0.02%$222,03112.3KQ2 2025OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$42,4901.7KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$76,4723.1KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$29,1601.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$2,795115Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$31018Q2 2025OLDER

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