Migdal Insurance & Financial Holdings Ltd. — 13F Holdings & Portfolio
CIK 1415912 · latest 13F-HR filed 2026-05-14
Migdal Insurance & Financial Holdings Ltd. manages $11.53B in 13F-reported U.S. long-equity assets across 362 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TEVA (9.90%), NVMI (5.91%), XLI (5.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 89 new positions, exited 75, added to 270, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$11.53B
Long-equity book
362
Distinct positions
2026-03-31
Filed 2026-05-14
+89 / −75 / ↑270 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TEVA PHARMACEUTICAL INDS LTD$1.14B +97697.7%
- NOVA LTD$680.7M +138785.5%
- SELECT SECTOR SPDR TR$648.2M +128080.1%
- SELECT SECTOR SPDR TR$570.3M +78389.7%
- ALPHABET INC$439.9M +105934.2%
New Positions
- VANECK ETF TRUST$124.8M
- SPDR SERIES TRUST$89.7M
- VERTIV HOLDINGS CO$63.9M
- SPDR SERIES TRUST$57.5M
- ASTRAZENECA PLC$55.9M
Exited Positions
- ISHARES U.S. HOME CONSTRUCTI$51.0K
- EXPAND ENERGY CORP$50.8K
- EQT CORP$49.6K
- HOME DEPOT INC$48.2K
- FRANKLIN FTSE INDIA ETF$44.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $1.14B | 9.90% | 37,902,212 | SH |
| 2 | NOVA LTD | NVMI | M7516K103 | $681.2M | 5.91% | 1,568,657 | SH |
| 3 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $648.7M | 5.62% | 4,011,198 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $571.0M | 4.95% | 4,296,822 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $440.3M | 3.82% | 1,535,050 | SH |
| 6 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $364.6M | 3.16% | 1,900,000 | SH |
| 7 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $353.7M | 3.07% | 2,015,506 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $336.8M | 2.92% | 1,931,281 | SH |
| 9 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $322.6M | 2.80% | 2,960,332 | SH |
| 10 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $305.4M | 2.65% | 2,755,184 | SH |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $304.4M | 2.64% | 898,092 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $297.4M | 2.58% | 1,428,130 | SH |
| 13 | CAMTEK LTD | CAMT | M20791105 | $292.4M | 2.53% | 1,928,396 | SH |
| 14 | VANECK ETF TRUST | SMH | 92189F676 | $291.5M | 2.53% | 760,447 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $235.4M | 2.04% | 927,700 | SH |
| 16 | ISHARES TR | LQD | 464287242 | $214.2M | 1.86% | 1,965,000 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $188.6M | 1.63% | 329,583 | SH |
| 18 | ISHARES INC | EWY | 464286772 | $171.9M | 1.49% | 1,397,500 | SH |
| 19 | INVESCO EXCH TRADED FD TR II | KBWB | 46138E628 | $171.2M | 1.48% | 2,163,750 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $167.2M | 1.45% | 568,434 | SH |
| 21 | LAM RESEARCH CORP | LRCX | 512807306 | $165.7M | 1.44% | 774,687 | SH |
| 22 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $158.4M | 1.37% | 3,451,740 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $140.5M | 1.22% | 379,779 | SH |
| 24 | APPLIED MATLS INC | AMAT | 038222105 | $138.4M | 1.20% | 405,000 | SH |
| 25 | ORMAT TECHNOLOGIES INC | ORA | 686688102 | $130.0M | 1.13% | 1,161,526 | SH |
| 26 | VANECK ETF TRUST | GDX | 92189F106 | $124.8M | 1.08% | 1,360,000 | SH |
| 27 | INVESCO EXCH TRADED FD TR II | CQQQ | 46138E800 | $116.8M | 1.01% | 2,539,000 | SH |
| 28 | MICRON TECHNOLOGY INC | MU | 595112103 | $114.3M | 0.99% | 338,307 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $114.3M | 0.99% | 124,269 | SH |
| 30 | ENLIGHT RENEWABLE ENERGY LTD | ENLT | M4056D110 | $111.3M | 0.97% | 1,630,721 | SH |
| 31 | TESLA INC | TSLA | 88160R101 | $108.6M | 0.94% | 292,205 | SH |
| 32 | NICE LTD | NICE | 653656108 | $101.6M | 0.88% | 921,270 | SH |
| 33 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $99.7M | 0.86% | 680,149 | SH |
| 34 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $93.5M | 0.81% | 1,893,809 | SH |
| 35 | SPDR SERIES TRUST | XME | 78464A755 | $89.7M | 0.78% | 830,230 | SH |
| 36 | ABBVIE INC | ABBV | 00287Y109 | $89.6M | 0.78% | 412,152 | SH |
| 37 | BROADCOM INC | AVGO | 11135F101 | $88.4M | 0.77% | 285,561 | SH |
| 38 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $85.0M | 0.74% | 1,700,551 | SH |
| 39 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $78.6M | 0.68% | 1,282,511 | SH |
| 40 | LOCKHEED MARTIN CORP | LMT | 539830109 | $75.1M | 0.65% | 124,220 | SH |
| 41 | EATON CORP PLC | ETN | G29183103 | $74.0M | 0.64% | 207,000 | SH |
| 42 | CAMECO CORP | CCJ | 13321L108 | $71.6M | 0.62% | 659,385 | SH |
| 43 | KRANESHARES TRUST | KWEB | 500767306 | $70.0M | 0.61% | 2,462,469 | SH |
| 44 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $68.2M | 0.59% | 100,000 | SH |
| 45 | VERTIV HOLDINGS CO | VRT | 92537N108 | $63.9M | 0.55% | 255,172 | SH |
| 46 | GILEAD SCIENCES INC | GILD | 375558103 | $61.9M | 0.54% | 444,000 | SH |
| 47 | SPDR SERIES TRUST | XBI | 78464A870 | $57.5M | 0.50% | 450,000 | SH |
| 48 | ASTRAZENECA PLC | AZN | G0593M107 | $55.9M | 0.48% | 286,000 | SH |
| 49 | PALO ALTO NETWORKS INC | PANW | 697435105 | $51.9M | 0.45% | 323,730 | SH |
| 50 | SANDISK CORP | SNDK | 80004C200 | $51.5M | 0.45% | 81,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $11.53B | 362 | 0001178913-26-002681 |
| 2025-12-31 | 2026-01-28 | $11.6M | 346 | 0001178913-26-000232 |
| 2025-09-30 | 2025-10-30 | $9.3M | 325 | 0001178913-25-003604 |