Arkolith/Funds/Migdal Insurance & Financial Holdings Ltd.

Migdal Insurance & Financial Holdings Ltd.

CIK 1415912Insurance
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Migdal Insurance & Financial Holdings Ltd. holds a focused book of 364 stocks worth $15.6B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Tower Semiconductor Ltd. Their largest long position is Teva Pharmaceutical-SP ADR at 8% of the equity book.

Opened
146
bought for the first time
Added to
106
already held, bought more
Trimmed
97
sold some, still holds it
Sold out
76
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
48%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

Information Technology
41%
ETF / fund or unclassified
36%
Health Care
11%
Consumer Discretionary
4%
Industrials
3%
Utilities
2%
Financials
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Migdal Insurance & Financial Holdings Ltd.

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO78 / 80$474.2B
MORGAN STANLEY78 / 80$472.3B
UBS Group AG78 / 80$134.0B
ROYAL BANK OF CANADA78 / 80$126.7B
WELLS FARGO & COMPANY/MN78 / 80$116.4B
OSAIC HOLDINGS, INC.78 / 80$13.6B
Integrated Wealth Concepts LLC78 / 80$3.0B
BANK OF AMERICA CORP /DE/77 / 80$313.4B

Ranked by how many of Migdal Insurance & Financial Holdings Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

364 positions
#SecurityValueShares% PortLast moveHistory
1Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$1.3B38.92M
8.4%
+2.7%
Added · +1.0M sh
2Select Sector SPDR TR
ST STR TECHN ETF
$1.1B5.65M
6.9%
+31%
Added · +1.4M sh
3Select Sector SPDR TR
ST STR INDL ETF
$917.9M4.96M
5.9%
+24%
Added · +944K sh
4Nova Ltd
COM
$879.9M1.62M
5.6%
+3.3%
Added · +52K sh
5Alphabet Inc
CAP STK CL C
$787.5M2.23M
5.0%
+45%
Added · +694K sh
6Vaneck ETF Trust
SEMICONDUCTR ETF
$651.1M992.7K
4.2%
+31%
Added · +232K sh
7Nvidia Corporation
COM
$504.8M2.52M
3.2%
+31%
Added · +592K sh
8Tower Semiconductor Ltd
SHS NEW
$451.1M1.73M
2.9%
−14%
Reduced · −285K sh
9Amazon Com Inc
COM
$445.9M1.87M
2.9%
+31%
Added · +443K sh
10Camtek Ltd
ORD
$432.0M2.65M
2.8%
+37%
Added · +720K sh
11Select Sector SPDR TR
ST STR DISCR ETF
$378.9M3.23M
2.4%
+9.1%
Added · +271K sh
12Select Sector SPDR TR
ST STR SVC ETF
$365.0M3.41M
2.3%
+24%
Added · +652K sh
13Microsoft Corp
COM
$352.8M945.9K
2.3%
+149%
Added · +566K sh
14Apple Inc
COM
$309.8M1.07M
2.0%
+15%
Added · +143K sh
15Micron Technology Inc
COM
$292.2M253.1K
1.9%
−25%
Reduced · −85K sh
16Meta Platforms Inc
CL A
$276.4M490.8K
1.8%
+49%
Added · +161K sh
17Applied Matls Inc
COM
$254.0M351.3K
1.6%
−13%
Reduced · −54K sh
18Palo Alto Networks Inc
COM
$249.4M731.5K
1.6%
+126%
Added · +408K sh
19Invesco Exch Traded FD TR II
KBW BK ETF
$245.7M2.64M
1.6%
+22%
Added · +479K sh
20Select Sector SPDR TR
ST STR ENERG ETF
$243.8M4.59M
1.6%
+258%
Added · +3.3M sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$234.4M489.9K
1.5%
−45%
Reduced · −408K sh
22Ishares TR
IBOXX INV CP ETF
$214.3M1.97M
1.4%
Held
23Ishares Inc
MSCI STH KOR ETF
$206.6M1.02M
1.3%
−27%
Reduced · −374K sh
24Lam Research Corp
COM NEW
$167.2M385.5K
1.1%
−50%
Reduced · −389K sh
25Tesla Inc
COM
$164.1M390.2K
1.0%
+34%
Added · +98K sh
26Select Sector SPDR TR
ST STR CARE ETF
$164.0M1.03M
1.0%
+52%
Added · +353K sh
27Enlight Renewable Energy Ltd
SHS
$145.2M1.63M
0.9%
Held
28Invesco Exch Traded FD TR II
CHINA TECHNLGY
$144.8M2.54M
0.9%
Held
29Broadcom Inc
COM
$144.5M382.4K
0.9%
+34%
Added · +97K sh
30Abbvie Inc
COM
$141.6M562.6K
0.9%
+36%
Added · +150K sh
31Advanced Micro Devices Inc
COM
$134.2M231.0K
0.9%
New
New position
32Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$131.1M432.7K
0.8%
13×
Added · +400K sh
33Ormat Technologies Inc
COM
$130.8M1.20M
0.8%
+3.4%
Added · +40K sh
34AstraZeneca PLC
ORD
$127.6M676.0K
0.8%
+136%
Added · +390K sh
35JPMorgan Chase & Co
COM
$122.8M375.2K
0.8%
−34%
Reduced · −193K sh
36Ishares TR
EXPANDED TECH
$120.0M1.32M
0.8%
+199%
Added · +882K sh
37Vaneck ETF Trust
GOLD MINERS ETF
$111.7M1.48M
0.7%
+8.8%
Added · +120K sh
38Vertiv Holdings Co
COM CL A
$107.2M320.1K
0.7%
+25%
Added · +65K sh
39Select Sector SPDR TR
ST STR FINL ETF
$101.2M1.89M
0.6%
−0.3%
Reduced · −6K sh
40Solaredge Technologies Inc
COM
$98.8M1.69M
0.6%
+79%
Added · +745K sh
41Select Sector SPDR TR
ST STR UTIL ETF
$95.7M2.11M
0.6%
−39%
Reduced · −1.3M sh
42Merck & Co Inc
COM
$94.3M730.0K
0.6%
+135%
Added · +420K sh
43Visa Inc
COM CL A
$93.7M273.0K
0.6%
+180%
Added · +175K sh
44SPDR Series Trust
ST STR SP METAL
$88.8M830.2K
0.6%
Held
45Select Sector SPDR TR
ST STR MATER ETF
$86.2M1.70M
0.6%
−0.3%
Reduced · −4K sh
46Servicenow Inc
COM
$86.0M865.9K
0.5%
414×
Added · +864K sh
47Lockheed Martin Corp
COM
$81.0M158.9K
0.5%
+28%
Added · +35K sh
48Constellation Energy Corp
COM
$80.7M325.1K
0.5%
4k×
Added · +325K sh
49International Business Machs
COM
$80.2M285.3K
0.5%
873×
Added · +285K sh
50Gilead Sciences Inc
COM
$76.3M604.0K
0.5%
+36%
Added · +160K sh
Showing 50 of 364 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026364$15.6B13F-HR
Q1 2026Mar 31, 2026May 14, 2026362$11.5B13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026346$11.6B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025325$9.3B13F-HR
Q2 2025Jun 30, 2025Sep 15, 2025357$8.4B13F-HR/A
Q1 2025Mar 31, 2025May 5, 2025407$7.1B13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025388$7.0B13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024446$6.2B13F-HR
Q2 2024Jun 30, 2024Jul 29, 2024503$6.0B13F-HR
Q1 2024Mar 31, 2024May 1, 2024399$6.2B13F-HR
Q4 2023Dec 31, 2023Jan 31, 2024471$5.0B13F-HR
Q3 2023Sep 30, 2023Oct 25, 2023507$4.7B13F-HR
Q2 2023Jun 30, 2023Jul 24, 2023506$4.3B13F-HR
Q1 2023Mar 31, 2023May 1, 2023513$4.5B13F-HR
Q4 2022Dec 31, 2022Jan 23, 2023526$4.5B13F-HR
Q3 2022Sep 30, 2022Oct 31, 2022521$4.4B13F-HR
Q2 2022Jun 30, 2022Aug 10, 2022618$4.5B13F-HR
Q1 2022Mar 31, 2022May 2, 2022601$5.7B13F-HR
Q4 2021Dec 31, 2021Feb 2, 2022682$10.4B13F-HR
Q3 2021Sep 30, 2021Nov 16, 2021668$9.5B13F-HR
Q2 2021Jun 30, 2021Aug 4, 2021582$9.5B13F-HR
Q1 2021Mar 31, 2021May 4, 2021667$9.9B13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021647$8.5B13F-HR
Amended / restated
  • Q2 2025 · filed Aug 4, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.