The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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Report for the Calendar Year or Quarter Ended: | 03-31-2024 |
Check here if Amendment | Amendment Number: | |
This Amendment (Check only one.): | is a restatement. | |
adds new holdings entries. |
Institutional Investment Manager Filing this Report: | |
Name: | MEITAV INVESTMENT HOUSE LTD |
Address: | 30 Derekh Sheshet Ha-yamim St. |
Bene-Beraq, L3 5112302 | |
Form 13F File Number: | 028-18632 |
CRD Number (if applicable): | |
SEC File Number (if applicable): |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager: | ||||
Name: | Ilan Raviv | |||
Title: | CEO | |||
Phone: | 972-3-7903000 | |||
Signature, Place, and Date of Signing: | ||||
/s/ Ilan Raviv | Bene Beraq, L3 | 04-21-2024 | ||
[Signature] | [City, State] | [Date] | ||
The securities reported herein are beneficially owned by MEITAV INVESTMENT HOUSE LTD. ("Meitav") and by entities that are indirect, through MEITAV SECURITIES AND INVESTMENTS LTD., (a wholly-owned subsidiary of Meitav), wholly-owned or majority-owned, subsidiaries of Meitav(the "Subsidiaries"), MEITAV PROVIDENT FUNDS & PENSION LTD, MEITAV MUTUAL FUNDS LTD. and MEITAV PORTFOLIO MANAGEMENT LTD. The economic interest or beneficial ownership in a portion of the securities covered by this report (including the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities) is held for the benefit of the owners of portfolio accounts, or the members of the provident funds or pension funds or mutual funds, as the case may be. This Form 13F shall not be construed as an admission by Meitav or by any of the Subsidiaries that it is the beneficial owner of any of such securities covered by this Form 13F, and each of Meitav and the Subsidiaries disclaims beneficial ownership of any such securities except to the extent of its pecuniary interest therein. Per informal guidance received from the Division of Investment Management, section 13(f) securities that are dual listed on a U.S. stock exchange and the Tel Aviv Stock Exchange were included in this Form 13F only if they were purchased in the U.S. |
Report Type (Check only one.): | |
X | 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) |
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | |
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
Form 13F Summary Page | |||||
Report Summary: | |||||
Number of Other Included Managers: | 3 | ||||
Form 13F Information Table Entry Total: | 230 | ||||
Form 13F Information Table Value Total: | 5,103,671,967 | ||||
(round to nearest dollar) | |||||
List of Other Included Managers: | ||||||
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. | ||||||
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.] | ||||||
No. | Name | Form 13F File No. | CRD No. (if applicable) | SEC File No. (if applicable) | CIK | |
1 | MEITAV MUTUAL FUNDS LTD | 028-18633 | 0001731450 | |||
2 | MEITAV PROVIDENT FUNDS & PENSION LTD | 028-18635 | 0001731130 | |||
3 | MEITAV PORTFOLIO MANAGEMENT LTD | 028-18634 | 0001731451 |