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Menora Mivtachim discloses 6.97% Ellomay Capital (ELLO) stake in 13G/A

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Menora Mivtachim Holdings Ltd. and its affiliates report beneficial ownership of Ellomay Capital Ltd. ordinary shares. Menora Holdings has shared voting and dispositive power over 961,373 shares, representing 6.97% of the class, based on 13,783,230 shares outstanding as of July 26, 2026. Menora Mivtachim Pensions and Gemel Ltd. separately reports beneficial ownership of 860,733.39 shares, or 6.24% of the class. The holdings are largely for the benefit of insurance policyholders, portfolio account owners, and members of provident and pension funds, and Menora and its subsidiaries disclaim beneficial ownership except to the extent of their pecuniary interest.

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Menora Holdings shares 961,373 shares Ordinary shares of Ellomay Capital beneficially owned by Menora Mivtachim Holdings Ltd.
Menora Holdings ownership percentage 6.97% Percent of Ellomay Capital ordinary shares beneficially owned by Menora Mivtachim Holdings Ltd.
Pensions & Gemel shares 860,733.39 shares Ordinary shares of Ellomay Capital beneficially owned by Menora Mivtachim Pensions and Gemel Ltd.
Pensions & Gemel ownership percentage 6.24% Percent of Ellomay Capital ordinary shares beneficially owned by Menora Mivtachim Pensions and Gemel Ltd.
Menora Insurance shares 94,548.64 shares Ordinary shares beneficially owned by Menora Mivtachim Insurance Ltd.
Vehistadrut Hamehandesim shares 6,090.98 shares Ordinary shares beneficially owned by Menora Mivtachim Vehistadrut Hamehandesim Nihul Kupot Gemel Ltd.
Shares outstanding 13,783,230 shares Ellomay Capital ordinary shares outstanding as of July 26, 2026; baseline figure for ownership percentages
Beneficial ownership date July 22, 2026 Date as of which the reported Ellomay Capital holdings were measured
beneficial ownership financial
"the beneficial ownership of the securities reported herein is described in Item 4(a)"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting power financial
"Shared Voting Power 961,373.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 961,373.00"
pecuniary interest financial
"disclaims beneficial ownership of any such securities except to the extent of its pecuniary interest therein"
Schedule 13G/A regulatory
"This statement on shall not be construed as an admission by Menora Holdings"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake in Ellomay Capital Ltd. (ELLO) does Menora Mivtachim Holdings report?

Menora Mivtachim Holdings Ltd. reports beneficial ownership of 961,373 Ellomay Capital ordinary shares, representing 6.97% of the outstanding shares, based on 13,783,230 shares outstanding as of July 26, 2026.

How much of Ellomay Capital (ELLO) is held by Menora Mivtachim Pensions and Gemel Ltd.?

Menora Mivtachim Pensions and Gemel Ltd. beneficially owns 860,733.39 Ellomay Capital ordinary shares, equal to 6.24% of the company’s outstanding ordinary shares as of July 22, 2026.

What is the total Ellomay Capital (ELLO) share count used in this Schedule 13G/A?

The reported ownership percentages are based on 13,783,230 Ellomay Capital ordinary shares outstanding as of July 26, 2026, as referenced in the filing’s cover page for each reporting person.

Who ultimately benefits from Menora’s Ellomay Capital (ELLO) holdings?

The filing states that economic interests in the Ellomay Capital shares are held for insurance policy holders, portfolio account owners, and members of provident and pension funds, with Menora and subsidiaries disclosing only their pecuniary interest.

Do Menora Mivtachim entities claim full beneficial ownership of their ELLO shares?

No. Menora Mivtachim Holdings Ltd. and its subsidiaries expressly disclaim beneficial ownership of the Ellomay Capital securities except to the extent of their pecuniary interest in those shares.

What voting and dispositive powers do Menora entities have over Ellomay Capital (ELLO) shares?

The Menora entities report no sole voting or dispositive power but shared voting and dispositive power over the Ellomay Capital shares listed, as detailed in rows 6 and 8 of each cover page.





M39927120

(CUSIP Number)
07/22/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities reported herein is described in Item 4(a). Row (11) is Based on 13,783,230 Ordinary Shares outstanding as of July 26, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G




Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities reported herein is described in Item 4(a). Row (11) is Based on 13,783,230 Ordinary Shares outstanding as of July 26, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G



MENORA MIVTACHIM HOLDINGS LTD.
Signature:/s/ Lior Yochpaz
Name/Title:Lior Yochpaz / Authorized Signatory
Date:07/27/2026
Signature:/s/ Omri Gal
Name/Title:Omri Gal / VP Finance and Accounting
Date:07/27/2026
Menora Mivtachim Pensions & Gemel Ltd.
Signature:/s/ Lior Yochpaz
Name/Title:Lior Yochpaz / Authorized Signatory
Date:07/27/2026
Signature:/s/ Omri Gal
Name/Title:Omri Gal / VP Finance and Accounting
Date:07/27/2026
Exhibit Information

Exhibit 1 - Joint Filing Agreement by and among the Reporting Persons, dated as of July 28, 2025 (incorporated herein by reference to Exhibit 1 to the Schedule 13G filed on August 4, 2025).