TAT TECHNOLOGIES LTD - Ordinary Shares, NIS 0.90 par value (TATT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Ordinary Shares, NIS 0.90 par value
Symbol
TATT on Nasdaq
Shares outstanding
13,223,255
Price per share
$53.65
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,328,139
Total reported value
$327,918,269
% of total 13F portfolios
0%
Share change
+1,585
Value change
+$213,402
Number of holders
84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TAT TECHNOLOGIES LTD - Ordinary Shares, NIS 0.90 par value (TATT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MEITAV INVESTMENT HOUSE LTD 15% -4.1% $85,759,994 -$3,531,053 1,915,885 -4% MEITAV INVESTMENT HOUSE LTD 21 Jan 2026
Phoenix Financial Ltd. 7.3% -22% $37,673,687 -$10,733,281 949,438 -22% Phoenix Financial Ltd. 31 Dec 2025
Y.D. More Investments Ltd 7% -12% $35,717,833 -$4,548,518 900,147 -11% Y.D. More Investments Ltd 31 Dec 2025
WASATCH ADVISORS LP 6.1% $23,600,535 781,216 WASATCH ADVISORS LP 30 Jun 2025
Migdal Insurance & Financial Holdings Ltd. 5.1% $32,276,036 678,353 Migdal Insurance & Financial Holdings Ltd 31 Dec 2025
DAVIDI ISHAY 3% $12,234,900 380,202 Ishay Davidi 03 Jun 2025

As of 31 Dec 2025, 84 institutional investors reported holding 7,328,139 shares of TAT TECHNOLOGIES LTD - Ordinary Shares, NIS 0.90 par value (TATT). This represents 55% of the company’s total 13,223,255 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TAT TECHNOLOGIES LTD - Ordinary Shares, NIS 0.90 par value (TATT) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MEITAV INVESTMENT HOUSE LTD 9.1% 1,208,738 -9.4% 0.66% $54,220,943
Y.D. More Investments Ltd 6.8% 900,147 -5.3% 1.9% $40,385,253
WASATCH ADVISORS LP 5.4% 710,764 -14% 0.19% $31,742,720
Migdal Insurance & Financial Holdings Ltd. 2.9% 386,996 +92% 0.15% $17,283,000
Clal Insurance Enterprises Holdings Ltd 2.7% 360,884 0% 0.1% $16,120,000
Penn Capital Management Company, LLC 2.7% 353,577 -1.2% 1.3% $15,806,843
Driehaus Capital Management LLC 2.4% 323,773 +5.2% 0.1% $14,459,702
Russell Investments Group, Ltd. 2% 258,153 +71% 0.01% $11,529,108
Phoenix Financial Ltd. 1.9% 248,906 -32% 0.12% $11,116,142
NEW YORK STATE COMMON RETIREMENT FUND 1.7% 230,525 0% 0.01% $10,295,247
Boston Partners 1.7% 223,498 +39% 0.01% $9,984,072
LORD, ABBETT & CO. LLC 1.6% 208,443 -2.7% 0.03% $9,309,000
RENAISSANCE TECHNOLOGIES LLC 1.3% 177,002 -11% 0.01% $7,904,909
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.1% 139,373 0.04% $6,224,398
NEXT CENTURY GROWTH INVESTORS LLC 1% 132,154 0.41% $5,901,997
Apis Capital Advisors, LLC 0.96% 126,496 +10% 0.98% $5,649,311
CenterBook Partners LP 0.8% 105,481 -34% 0.23% $4,710,781
Calamos Advisors LLC 0.72% 94,695 +289% 0.02% $4,229,078
CITADEL ADVISORS LLC 0.67% 89,210 +536% 0% $3,984,118
Hennion & Walsh Asset Management, Inc. 0.58% 77,134 +60% 0.12% $3,444,804
K.J. Harrison & Partners Inc 0.39% 51,143 -27% 0.3% $2,284,046
ARK Investment Management LLC 0.38% 50,488 -20% 0.02% $2,268,572
MILLENNIUM MANAGEMENT LLC 0.34% 45,536 0% $2,033,638
JANE STREET GROUP, LLC 0.33% 43,559 +98% 0% $1,945,345
MORGAN STANLEY 0.31% 41,008 -24% 0% $1,831,417

Institutional Holders of TAT TECHNOLOGIES LTD - Ordinary Shares, NIS 0.90 par value (TATT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,328,139 $327,918,269 +$213,402 $44.66 84
2025 Q3 7,334,421 $317,033,947 +$16,418,780 $44.03 80
2025 Q2 7,165,517 $219,430,707 +$125,716,898 $30.54 68
2025 Q1 3,041,302 $82,819,989 +$10,244,024 $27.48 35
2024 Q4 2,671,952 $69,237,534 +$3,154,386 $25.68 25
2024 Q3 2,534,836 $46,398,428 +$32,984,725 $18.33 11
2024 Q2 741,394 $11,073,796 +$845,520 $14.92 10
2024 Q1 688,006 $8,469,379 -$1,509,195 $12.11 10
2023 Q4 823,460 $8,611,684 +$4,640,217 $10.15 10
2023 Q3 371,816 $3,197,360 -$149,623 $8.60 5
2023 Q2 389,214 $2,901,596 +$154,211 $7.45 5
2023 Q1 377,819 $2,328,131 +$187,630 $6.17 7
2022 Q4 347,535 $1,843,799 -$69,703 $5.30 7
2022 Q3 360,755 $2,188,000 -$79,989 $6.00 5
2022 Q2 374,079 $2,133,000 +$42,669 $5.71 6
2022 Q1 366,660 $2,339,000 -$402,688 $6.12 6
2021 Q4 430,416 $2,715,000 +$120,717 $6.31 7
2021 Q3 412,367 $2,405,000 -$349,177 $5.84 8
2021 Q2 471,117 $2,806,000 +$190,714 $5.90 9
2021 Q1 439,349 $2,259,000 -$21,476 $5.14 7
2020 Q4 449,623 $2,036,000 +$332,232 $4.52 5
2020 Q3 376,163 $1,811,000 -$318,174 $4.96 4
2020 Q2 444,711 $1,716,000 +$13,570 $3.92 4
2020 Q1 441,281 $1,517,000 +$6,399 $3.51 4
2019 Q4 439,282 $2,211,000 -$87,184 $5.05 5
2019 Q3 457,487 $2,162,000 +$2,426 $4.78 7
2019 Q2 456,978 $2,577,000 -$1,402 $5.55 8
2019 Q1 457,273 $2,772,000 +$66,365 $6.05 9
2018 Q4 446,366 $2,782,000 +$27,783 $6.16 7
2018 Q3 441,674 $3,039,000 +$1,450,376 $6.88 6
2018 Q2 229,791 $1,781,000 +$99,766 $7.77 8
2018 Q1 216,689 $1,884,000 -$259,735 $8.64 6
2017 Q4 246,657 $2,589,000 -$118,629 $10.47 7
2017 Q3 257,936 $2,886,000 +$50,890 $11.14 8
2017 Q2 254,415 $2,594,000 +$1,005,027 $10.18 8
2017 Q1 155,829 $1,527,000 +$70,229 $9.80 5
2016 Q4 148,575 $1,301,000 -$995 $9.50 4
2016 Q3 148,512 $1,157,000 -$40,525 $7.85 6
2016 Q2 154,763 $1,126,000 -$171,071 $7.29 5
2016 Q1 179,364 $1,301,000 +$64,073 $7.24 6
2015 Q4 170,851 $1,264,000 -$45,010 $7.40 5
2015 Q3 177,008 $1,272,000 +$1,523 $7.19 4
2015 Q2 176,796 $1,203,000 +$235,502 $6.80 4
2015 Q1 142,057 $999,000 -$70,266 $7.03 5
2014 Q4 152,634 $1,019,000 +$102,238 $6.69 6
2014 Q3 136,220 $989,000 +$56,201 $7.26 5
2014 Q2 128,457 $941,000 +$10,233 $7.12 4
2014 Q1 126,553 $1,056,000 +$74,294 $8.34 5