MEITAV INVESTMENT HOUSE LTD
All 13F Filings
- Location
- Bene Beraq, L3
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,662,015
- Description
- Bene-beraq Israel based planning integrated investment advisor with a continental governance structure and a governance centered and selective 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. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through mandate specific risk calibration and decision traceability.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 2/10/2026 | 241 | 8,662,015 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q3 2025 | 10/29/2025 | 236 | 7,567,043 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q2 2025 | 7/23/2025 | 217 | 7,418,247 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q1 2025 | 5/12/2025 | 216 | 5,425,060 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q4 2024 | 2/3/2025 | 221 | 5,928,504 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q3 2024 | 10/28/2024 | 227 | 5,967,710 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q2 2024 | 7/29/2024 | 221 | 5,616,113 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q1 2024 | 5/1/2024 | 230 | 5,103,672 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q4 2023 | 1/29/2024 | 336 | 6,805,335 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q3 2023 | 10/30/2023 | 334 | 6,173,224 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q2 2023 | 8/10/2023 | 530 | 6,233,697 | 13F-HR/A - NEW HOLDINGS | MEITAV INVESTMENT HOUSE LTD |
| Q2 2023 | 7/24/2023 | 412 | 6,219,498 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q1 2023 | 5/11/2023 | 355 | 5,791,759 | 13F-HR | MEITAV INVESTMENT HOUSE LTD |
| Q4 2022 | 2/6/2023 | 356 | 5,823,993 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q3 2022 | 10/31/2022 | 361 | 5,674,834 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q2 2022 | 8/1/2022 | 335 | 5,857,501 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q1 2022 | 5/9/2022 | 382 | 6,741,155 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q4 2021 | 2/8/2022 | 383 | 6,137,418 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q3 2021 | 11/3/2021 | 404 | 6,099,601 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q2 2021 | 8/18/2021 | 412 | 3,912,353 | 13F-HR/A - NEW HOLDINGS | MEITAV DASH INVESTMENTS LTD |
| Q2 2021 | 8/5/2021 | 411 | 3,900,738 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q1 2021 | 5/6/2021 | 379 | 3,572,694 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q4 2020 | 2/2/2021 | 413 | 2,553,682 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q3 2020 | 11/5/2020 | 394 | 2,016,871 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q2 2020 | 8/10/2020 | 385 | 1,671,418 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q1 2020 | 5/11/2020 | 376 | 1,340,368 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
| Q4 2019 | 2/10/2020 | 422 | 1,378,016 | 13F-HR | MEITAV DASH INVESTMENTS LTD |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.46 M | 86.1% | 1.052 M | 0 | 1.052 M |
| ETFs | 1.19 M | 13.7% | 50.39 K | 0 | 50.39 K |
| Debt | 11.97 K | 0.1% | 0 | 7.745 K | -7.745 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
8,662,015
Holdings
241
QoQ value change ($000)
1,094,972
(14.5%)
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.