Altshuler Shaham Ltd
All 13F Filings
- Location
- Tel Aviv, L3
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,579,140
- Description
- Tel Aviv based planning integrated investment advisor with a continental governance structure and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through portfolio resilience planning and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 405 | 6,579,140 | 13F-HR | Altshuler Shaham Ltd |
| Q3 2025 | 11/13/2025 | 365 | 6,052,684 | 13F-HR | Altshuler Shaham Ltd |
| Q2 2025 | 8/14/2025 | 317 | 3,150,387 | 13F-HR | Altshuler Shaham Ltd |
| Q1 2025 | 5/15/2025 | 307 | 4,127,447 | 13F-HR | Altshuler Shaham Ltd |
| Q4 2024 | 2/13/2025 | 368 | 2,947,352 | 13F-HR | Altshuler Shaham Ltd |
| Q3 2024 | 11/14/2024 | 314 | 1,663,307 | 13F-HR | Altshuler Shaham Ltd |
| Q2 2024 | 8/14/2024 | 305 | 2,937,094 | 13F-HR | Altshuler Shaham Ltd |
| Q1 2024 | 5/15/2024 | 304 | 2,530,567 | 13F-HR | Altshuler Shaham Ltd |
| Q4 2023 | 2/7/2024 | 256 | 1,808,906 | 13F-HR | Altshuler Shaham Ltd |
| Q3 2023 | 11/13/2023 | 287 | 3,684,637 | 13F-HR | Altshuler Shaham Ltd |
| Q2 2023 | 7/24/2023 | 315 | 5,690,682 | 13F-HR | Altshuler Shaham Ltd |
| Q1 2023 | 5/9/2023 | 369 | 4,571,791 | 13F-HR | Altshuler Shaham Ltd |
| Q4 2022 | 5/9/2023 | 456 | 2,499,517 | 13F-HR/A - RESTATEMENT | Altshuler Shaham Ltd |
| Q4 2022 | 2/15/2023 | 456 | 2,499,517 | 13F-HR | Altshuler Shaham Ltd |
| Q3 2022 | 11/14/2022 | 453 | 4,073,007 | 13F-HR | Altshuler Shaham Ltd |
| Q2 2022 | 8/10/2022 | 448 | 6,684,108 | 13F-HR | Altshuler Shaham Ltd |
| Q1 2022 | 5/16/2022 | 524 | 11,528,999 | 13F-HR | Altshuler Shaham Ltd |
| Q4 2021 | 2/15/2022 | 534 | 11,706,917 | 13F-HR | Altshuler Shaham Ltd |
| Q3 2021 | 11/15/2021 | 503 | 13,649,628 | 13F-HR | Altshuler Shaham Ltd |
| Q2 2021 | 8/16/2021 | 602 | 13,417,516 | 13F-HR | Altshuler Shaham Ltd |
| Q1 2021 | 5/13/2021 | 451 | 9,898,123 | 13F-HR | Altshuler Shaham Ltd |
| Q4 2020 | 2/16/2021 | 395 | 5,006,599 | 13F-HR | Altshuler Shaham Ltd |
| Q3 2020 | 11/10/2020 | 378 | 4,254,103 | 13F-HR | Altshuler Shaham Ltd |
| Q2 2020 | 8/13/2020 | 328 | 3,324,549 | 13F-HR | Altshuler Shaham Ltd |
| Q1 2020 | 5/12/2020 | 533 | 2,145,639 | 13F-HR | Altshuler Shaham Ltd |
| Q4 2019 | 2/11/2020 | 568 | 3,507,883 | 13F-HR | Altshuler Shaham Ltd |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
26.4 K
(0.4% of total reported value)
· QoQ Δ:
+24.1 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.535 M | 99.9% | 507.9 K | 0 | 507.9 K |
| Debt | 8.392 K | 0.1% | 0 | 5.991 K | -5.991 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
6,579,140
Holdings
405
QoQ value change ($000)
526,456
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.