Vault-13

ELLOMAY CAPITAL LIMITED ELLO

SHS · Common Stock · CUSIP M39927120

10 institutional holders +3 vs Q1 2026
3,061,7213.1m shares reported held*
$55.5mreported value*
3 new 1 added 2 reduced 0 sold out net bought ≈ $85.9k (+4.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 7Q4 22: 8Q1 23: 5Q2 23: 4Q3 23: 6Q4 23: 9Q1 24: 9Q2 24: 7Q3 24: 7Q4 24: 9Q1 25: 9Q2 25: 10Q3 25: 8Q4 25: 8Q1 26: 7Q2 26: 1010Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20227
Q4 20228
Q1 20235
Q2 20234
Q3 20236
Q4 20239
Q1 20249
Q2 20247
Q3 20247
Q4 20249
Q1 20259
Q2 202510
Q3 20258
Q4 20258
Q1 20267
Q2 202610

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 3 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 4 cut or sold outQ2 25: 3 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 3 cut or sold outQ4 25: 2 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 2 cut or sold outQ2 26: 4 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202433
Q1 202524
Q2 202532
Q3 202533
Q4 202521
Q1 202602
Q2 202642

Biggest buyers

Y.D. More Investments Ltd New +3,651+3.7k
JPMORGAN CHASE & CO Added +3,275+3.3k
UBS Group AG New +1,305+1.3k
CITIGROUP INC New +89+89

Biggest sellers

Yelin Lapidot Holdings Management Ltd. Reduced -3,478-3.5k
MORGAN STANLEY Reduced -200-200

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
O.Y. Nofar Energy Ltd. 13D · may seek influence +29.1 pts · filed 2026-08-03
Stated purposeAs described in the Original Statement (which remains true currently), the Reporting Persons have acquired Ordinary Shares of the Issuer (including the Exchange Shares) for the purpose of acquiring control of the Issuer and as a long-term investment in the Issuer's business. In connection with the Reporting Persons' original acquisition of Ordinary Shares (as reported in the Original Statement), two directors nominated by Nofar were appointed to the board of directors of the Issuer (the "Board"). The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on market conditions, the Issuer's business and prospects, and other factors, the Reporting Persons may acquire additional securities of the Issuer (including Ordinary Shares or securities conve… Full filing
 75.0% +29.1 pts 10.3m≈ $191.3m 2026-08-03
Clal Insurance Enterprises Holdings Ltd 13G · passive investor filed 2025-08-14 14.6% 1.9m≈ $35.9m 2025-08-14

Fell to 5% or below in the last year: MENORA MIVTACHIM HOLDINGS LTD. (0.0%, 2026-08-05), Phoenix Financial Ltd. (0.7%, 2026-08-05), Yelin Lapidot Holdings Management Ltd. (0.3%, 2026-07-30), Fridrich Ran P. (0.0%, 2026-05-11)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Clal Insurance Enterprises Holdings Ltd 0.13% of their portfolio Tel-aviv, L3 1,594,2241.6m $29.2m $29.2m 0.13% Unchanged
2 MENORA MIVTACHIM HOLDINGS LTD. 0.07% of their portfolio Ramat Gan, L3 945,000945.0k $16.7m $16.7m 0.07% Unchanged
3 Phoenix Financial Ltd. 0.04% of their portfolio Givatayim, L3 318,228318.2k $5.9m $5.9m 0.04% Unchanged
4 Yelin Lapidot Holdings Management Ltd. 0.67% of their portfolio Tel Aviv, L3 190,087190.1k $3.5m $3.5m 0.67% Reduced -3.5k -3,478
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,4226.4k $119.2k $119.2k 0.00% Added +3.3k +3,275
6 Y.D. More Investments Ltd 0.00% of their portfolio Ramat Gan, L3 3,6513.7k $69.2k $69.2k 0.00% New
7 EDMOND DE ROTHSCHILD HOLDING S.A. 0.00% of their portfolio CHAMBESY, V8 1,7151.7k $32.5k $32.5k 0.00% Unchanged
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3051.3k $24.0k $24.0k 0.00% New
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,0001.0k $18.4k $18.4k 0.00% Reduced -200 -200
10 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8989 $1.7k $1.7k 0.00% New