Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 par share (ELLO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2025

Type / Class
Equity / Ordinary Shares, par value NIS 10.00 par share
Symbol
ELLO on NYSE
Shares outstanding
13,781,913
Price per share
$26.20
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,976,660
Total reported value
$53,174,048
% of total 13F portfolios
0%
Share change
+1,003,701
Value change
+$18,057,291
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 par share (ELLO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Clal Insurance Enterprises Holdings Ltd 15% $34,901,410 1,940,045 Clal Insurance Enterprises Holdings Ltd 30 Jun 2025
Yelin Lapidot Holdings Management Ltd. 12% $28,544,409 1,584,920 Yelin Lapidot Holdings Management Ltd. 30 Sep 2025
Phoenix Financial Ltd. 10% $19,853,648 1,306,161 Phoenix Financial Ltd. 31 Dec 2024
MENORA MIVTACHIM HOLDINGS LTD. 7.1% $15,256,109 972,346 Menora Mivtachim Holdings Ltd 28 Jul 2025

As of 30 Sep 2025, 8 institutional investors reported holding 2,976,660 shares of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 par share (ELLO). This represents 22% of the company’s total 13,781,913 outstanding shares.

Top 10 Institutional Shareholders

The largest institutional shareholders of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 par share (ELLO) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Clal Insurance Enterprises Holdings Ltd 12% 1,594,224 +4.6% 0.22% $28,276,000
MENORA MIVTACHIM HOLDINGS LTD. 6.9% 945,000 0.09% $17,019,450
Phoenix Financial Ltd. 2.3% 318,228 0% 0.07% $5,731,286
Yelin Lapidot Holdings Management Ltd. 0.8% 110,265 0% 0.42% $1,985,873
JPMORGAN CHASE & CO 0.03% 3,601 +40% 0% $64,854
UBS Group AG 0.02% 2,427 -6.3% 0% $43,710
EDMOND DE ROTHSCHILD HOLDING S.A. 0.01% 1,715 0% 0% $31,263
MORGAN STANLEY 0.01% 1,200 0% 0% $21,612
BANK OF AMERICA CORP /DE/ 0% 0 -100% $0
Y.D. More Investments Ltd 0% 0 -100% $0

Institutional Holders of Ellomay Capital Ltd. - Ordinary Shares, par value NIS 10.00 par share (ELLO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,976,660 $53,174,048 +$18,057,291 $18.01 8
2025 Q2 1,972,959 $33,835,634 +$6,920 $17.22 9
2025 Q1 1,972,639 $29,387,487 -$407,111 $15.20 8
2024 Q4 2,000,080 $31,926,275 -$846,491 $16.25 8
2024 Q3 2,053,469 $23,767,971 +$380,876 $11.91 6
2024 Q2 2,020,089 $22,851,909 +$38,647 $11.58 6
2024 Q1 2,016,294 $31,213,610 +$852,312 $15.71 8
2023 Q4 1,960,985 $29,913,135 +$8,040,912 $14.95 8
2023 Q3 1,422,359 $22,101,915 -$88,244 $15.52 5
2023 Q2 1,316,834 $23,703,012 -$1,618,746 $18.00 3
2023 Q1 1,454,689 $17,456,268 -$207,292 $12.00 4
2022 Q4 1,468,947 $21,905,005 -$170,942 $14.91 6
2022 Q3 1,477,929 $29,285,000 +$54,126 $19.90 6
2022 Q2 1,475,185 $33,009,000 -$497,297 $22.39 5
2022 Q1 1,494,236 $39,605,000 +$471,687 $26.60 7
2021 Q4 1,475,652 $41,668,000 -$6,112,116 $28.41 8
2021 Q3 1,709,906 $44,574,000 -$2,297,968 $26.36 10
2021 Q2 1,782,074 $54,276,000 -$483,949 $30.71 10
2021 Q1 1,577,378 $47,793,000 +$3,214,161 $30.65 10
2020 Q4 21 $1,000 -$1,476 $47.62 1
2020 Q3 52 $2,000 -$277,000 $38.46 1
2020 Q2 1,568,441 $32,022,000 +$13,174,346 $21.02 9
2020 Q1 100 $2,000 -$1,000 $20.00 1
2019 Q4 951,768 $17,453,000 -$1,259,677 $18.45 9
2019 Q3 1,020,777 $13,181,000 +$2,638,073 $12.85 6
2019 Q2 931,360 $10,192,000 -$2,932,091 $10.95 4
2019 Q1 1,303,433 $10,331,000 +$4,249,941 $7.95 6
2018 Q4 766,143 $5,975,000 -$38,484 $7.91 6
2018 Q3 769,866 $6,360,000 +$712,363 $8.28 7
2018 Q2 670,312 $5,899,000 -$4,329 $8.83 8
2018 Q1 683,185 $6,046,000 +$110,000 $8.87 8
2017 Q4 670,810 $6,035,000 +$3,290,711 $9.00 7
2017 Q3 171,256 $1,426,000 -$3,351 $8.00 5
2017 Q2 171,679 $1,507,000 +$39,000 $8.86 5
2017 Q1 167,218 $1,345,000 -$8,469 $8.00 5
2016 Q4 169,290 $1,370,000 -$55,337 $8.07 7
2016 Q3 182,475 $1,658,000 +$1,404 $9.02 9
2016 Q2 182,328 $1,374,000 +$12,785 $7.57 9
2016 Q1 180,651 $1,536,000 -$763,968 $8.29 7
2015 Q4 270,621 $2,330,000 -$1,077,624 $8.61 7
2015 Q3 174,590 $1,459,000 -$5,152 $8.32 6
2015 Q2 175,234 $1,450,000 -$3,304 $8.14 6
2015 Q1 383,332 $3,258,000 +$150,341 $8.50 5
2014 Q4 364,647 $3,529,000 +$120,009 $9.63 4
2014 Q3 350,492 $3,466,000 +$1,686,627 $9.89 4
2014 Q2 179,955 $1,736,000 -$749,634 $9.54 4
2014 Q1 259,943 $2,556,000 +$18,745 $9.82 3