Migdal Insurance & Financial Holdings Ltd.
SEC Form 13F institutional filer · CIK 0001415912
13F-HR · 155 reported holdings · 2026-03-31
Insurance company.
Reported long-US-equity value
$6.61B
Top-10 concentration
58.9%
Migdal Insurance & Financial Holdings Ltd. — $6.61B AUM allocation strategy
Migdal Insurance & Financial Holdings Ltd. files SEC Form 13F and reports $6.61B of long US equity value across 155 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.1%, followed by Financials 10.8% and Communication Services 9.5%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Migdal Insurance & Financial Holdings Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$6.61B
total across 155 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +1.76M sh · +$543M+$XLE +1.26M sh · +$78.6M+$XLI +749K sh · +$648M
Biggest trims (shares)
−$XLU −5.6M sh · +$158M−$QQQM −3.07M sh · +$6.98M−$XLF −2.75M sh · +$93.2M
Exited to nil (held last quarter, gone now)
$EXE ($50.8K last qtr)$EQT ($49.6K last qtr)$HD ($48.2K last qtr)$EQIX ($33.3K last qtr)$CMCSA ($69 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services9.5%—
- Asset Management & Custody Banks8.2%—
- Semiconductors6.8%—
- Semiconductor Materials & Equipment4.6%—
- Broadline Retail4.5%—
- Technology Hardware, Storage & Peripherals3.5%—
- Diversified Banks2.5%—
- Systems Software2.1%—
- Other holdings58.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 4.2M | $543M | +1.76M | 8.2% |
| $GOOGL | Alphabet Inc | 1.54M | $440M | +212K | 6.7% |
| $NVDA | NVIDIA Corporation | 1.93M | $337M | -9.21K | 5.1% |
| $AMZN | Amazon.com Inc | 1.43M | $297M | -212K | 4.5% |
| $AAPL | Apple Inc | 928K | $235M | +253K | 3.6% |
| $META | Meta Platforms Inc | 330K | $189M | -212K | 2.9% |
…and 149 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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