Passive 13G filing from a large Israeli insurer — no activist intent. Monitor for any future conversion to 13D or incremental stake increases, which would signal a shift in strategy. For now, this is a routine disclosure with no immediate trading catalyst.
Price Chart
Executive Summary
Harel Insurance Investments & Financial Services Ltd., an Israeli insurance and financial services group, filed a Schedule 13G disclosing beneficial ownership of 2,424,529 ordinary shares of Elbit Systems Ltd., representing a 5.2% passive stake as of October 14, 2026. The filing indicates no intent to influence control, and the vast majority of shares are held through managed funds and client accounts rather than for Harel's own account.
Key Financial Metrics
Key Facts
- Harel Insurance Investments & Financial Services Ltd. disclosed a 5.2% passive stake in Elbit Systems Ltd.
- Total beneficial ownership: 2,424,529 ordinary shares as of October 14, 2026.
- Only 42,705 shares are held for Harel's own account; the rest are held through managed funds and client accounts.
- Filing is under Rule 13d-1(c), confirming passive intent with no control influence.
- Based on 46,848,460 ordinary shares outstanding as of June 17, 2026.
Financial Impact
5.2% passive stake valued at approximately $1.1 billion based on current market cap (implied from share count and typical price range).
Risk Factors
- Harel could later convert to an activist 13D filing, though no indication of that currently.
- The stake is largely held through managed funds, which may be subject to redemptions or rebalancing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001178913-26-004798 |
| Document: 0001178913-26-004798-index.html | 0001178913-26-004798 |
| Document: 0001178913-26-004798.txt | 0001178913-26-004798 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 6-K | $777.96 | awaiting T+5 | — | $790.00 (+1.55%) |
Oct 26, 2026 1d ago | Press Release | $777.96 | awaiting T+5 | — | $790.00 (+1.55%) |
Oct 20, 2026 7d ago | SC 13G | $744.33 $790.00 | ▲ +6.14% | ▲ +6.06% | $790.00 (+6.14%) |
Oct 19, 2026 8d ago | 6-K | $759.47 $777.96 | ▲ +2.43% | ▲ +2.58% | $790.00 (+4.02%) |
Oct 19, 2026 8d ago | Press Release | $759.47 $777.96 | ▲ +2.43% | ▲ +2.58% | $790.00 (+4.02%) |
Sep 18, 2026 5w ago | 6-K | $743.35 $735.00 | ▼ −1.12% | ▼ −2.39% | $790.00 (+6.28%) |
Aug 11, 2026 11w ago | 6-K | $776.08 $795.71 | ▲ +2.53% | ▲ +2.93% | $790.00 (+1.79%) |
Aug 11, 2026 11w ago | Press Release | $776.08 $795.71 | ▲ +2.53% | ▲ +2.93% | $790.00 (+1.79%) |
Aug 6, 2026 11w ago | Press Release | $857.00 $779.62 | ▼ −9.03% | ▼ −10.24% | $790.00 (−7.82%) |
Jul 20, 2026 14w ago | 6-K | $754.85 $820.21 | ▲ +8.66% | ▲ +9.08% | $790.00 (+4.66%) |
US Market Status
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