Formula Systems (1985) Ltd. (FORTY) Ownership
FORTY ownership summary
as of October 18, 2026- Institutions
- 14.1% of shares outstanding
- Insiders
- 0.00% of shares outstanding
- Shares outstanding
- 15.3M
- Float
- 9.5M shares available to trade
- Short interest
- — 60 shares short
- Days to cover
- 0.07 short interest down 74.2% vs prior month
- Institutions 14.13%
- Other investors 85.87%
FORTY top institutional holders
18 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Clal Insurance Enterprises Holdings Ltd | 5.07% | 778K | $87.2M | −47,000 (−5.7%) | June 30, 2026 |
| 2 | GHP Investment Advisors, Inc. | 0.05% | 7,716 | $865,041 | — | June 30, 2026 |
| 3 | Dimensional Fund Advisors, Inc. | 0.02% | 3,315 | $371,645 | — | June 30, 2026 |
| 4 | Morgan Stanley - Brokerage Accounts | 0.02% | 2,707 | $303,482 | −1 (−0.0%) | June 30, 2026 |
| 5 | Altshuler Shaham Ltd | 0.02% | 2,565 | $287,562 | −5,177 (−66.9%) | June 30, 2026 |
| 6 | CX Institutional, LLC | 0.01% | 1,844 | $206,731 | −315 (−14.6%) | June 30, 2026 |
| 7 | BlackRock Inc | <0.01% | 680 | $76,235 | — | June 30, 2026 |
| 8 | Royal Bank of Canada | <0.01% | 500 | $56,055 | +500 (0.0%) | June 30, 2026 |
| 9 | BNP Paribas Arbitrage, SA | <0.01% | 100 | $11,211 | — | June 30, 2026 |
| 10 | Harel Insurance Invests & Fin Srvcs Ltd | <0.01% | 75 | $8,408 | — | June 30, 2026 |
| 11 | UBS Group AG | <0.01% | 57 | $6,390 | −70 (−55.1%) | June 30, 2026 |
| 12 | Advisor Group Holdings, Inc. | 0.00% | 7 | $785 | +2 (+40.0%) | June 30, 2026 |
| 13 | EverSource Wealth Advisors, LLC | 0.00% | — | — | −2 (−100.0%) | March 31, 2026 |
| 14 | Wells Fargo & Co | 0.00% | — | — | — | June 30, 2026 |
| 15 | Rhumbline Advisers | 0.00% | — | — | −113 (−100.0%) | March 31, 2026 |
| 16 | Mount Yale Investment Advisors, LLC | 0.00% | — | — | −1,865 (−100.0%) | June 30, 2026 |
| 17 | SBI Securities Co Ltd | 0.00% | — | — | −10 (−100.0%) | June 30, 2026 |
| 18 | Bank of America Corp | 0.00% | — | — | −1,000 (−100.0%) | March 31, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 18, 2 holders added 502 shares and 10 cut 56K.
FORTY top mutual fund and ETF holders
13 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | DFA Intl Sustainability Core 1 | 0.01% | 1,495 | $167,604 | — | August 31, 2026 |
| 2 | Dimensional Global Core Equity USD Acc | <0.01% | 430 | $48,207 | — | August 31, 2026 |
| 3 | Dimensional International Core Eq 2 ETF | <0.01% | 278 | $31,167 | — | September 30, 2026 |
| 4 | DFA World ex US Targeted Val Instl | <0.01% | 229 | $25,673 | — | July 31, 2026 |
| 5 | Fidelity Nasdaq Composite Index | <0.01% | 193 | $21,637 | — | August 31, 2026 |
| 6 | Dimensional Gl Cor Eq LC ESG Sc USD A | <0.01% | 186 | $20,852 | — | August 31, 2026 |
| 7 | Dimensional World Allc 60/40 GBP Acc | <0.01% | 185 | $20,740 | — | August 31, 2026 |
| 8 | NORTHERN LIGHTS II M International Eq | <0.01% | 122 | $13,677 | — | September 30, 2026 |
| 9 | Dimensional Gl Tg Val LC ESG Sc USD A | <0.01% | 100 | $11,211 | — | September 30, 2026 |
| 10 | Dimensional International Sstby Cr 1 ETF | <0.01% | 20 | $2,242 | — | September 30, 2026 |
| 11 | Dimensional International High Pbly ETF | <0.01% | 16 | $1,794 | — | September 30, 2026 |
| 12 | Global Core Equity UCITS ETF USD Acc | <0.01% | 11 | $1,233 | — | September 30, 2026 |
| 13 | Global Targeted Value UCITS ETF USD Acc | 0.00% | 1 | $112 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
FORTY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns FORTY
Institutional investors own 14.1% of Formula Systems's shares and insiders 0.00%. The largest holder is Clal Insurance Enterprises Holdings Ltd with 5.07% of the shares (778K), as of June 30, 2026. Among the top 18 institutions, 2 added shares and 10 reduced their stake in the latest filings. The share count rose 9.9% since 2014.
Related: FORTY key metrics, FORTY dividend history. See the FORTY stock overview for the latest quote and news.
FORTY ownership FAQ
Who owns the most Formula Systems stock?
The largest shareholders of Formula Systems are Clal Insurance Enterprises Holdings Ltd (5.07%), GHP Investment Advisors, Inc. (0.05%), Dimensional Fund Advisors, Inc. (0.02%), Morgan Stanley - Brokerage Accounts (0.02%), Altshuler Shaham Ltd (0.02%).
What percentage of Formula Systems is owned by institutions?
Institutions hold 14.1% of Formula Systems's shares outstanding; insiders hold 0.00%.
Which funds own Formula Systems?
The largest fund holders of Formula Systems are DFA Intl Sustainability Core 1 (0.01%), Dimensional Global Core Equity USD Acc (<0.01%), Dimensional International Core Eq 2 ETF (<0.01%), DFA World ex US Targeted Val Instl (<0.01%), Fidelity Nasdaq Composite Index (<0.01%).
How many shares of Formula Systems are outstanding?
Formula Systems has 15.3M shares outstanding, of which 9.5M are in the public float.