STOCK TITAN

MEITAV units hold substantial TAT stake (TATT) including 8.73% and 8.22%

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

TAT Technologies Ltd ownership update: MEITAV INVESTMENT HOUSE LTD and affiliated subsidiaries report beneficial holdings in Ordinary Shares, NIS 0.90 par value, with positions disclosed as of June 09, 2026.

The filing lists 12,983,137 Ordinary Shares outstanding as of June 09, 2026 and shows subsidiary holdings including 1,133,347 shares (8.73%) by MEITAV PROVIDENT FUNDS & PENSION LTD, 1,067,361 shares (8.22%) by MEITAV PORTFOLIO MANAGEMENT LTD, and 198,147 shares (1.53%) by MEITAV TACHLIT MUTUAL FUNDS LTD. The reporting person disclaims group status and limits of beneficial ownership beyond pecuniary interest; subsidiaries state independent voting and investment authority.

Positive

  • None.

Negative

  • None.

Insights

MEITAV affiliates disclose substantial passive holdings in TAT Technologies as of June 09, 2026.

The report shows specific subsidiary holdings: 1,133,347 shares (8.73%) and 1,067,361 shares (8.22%), anchored to an outstanding share count of 12,983,137. These figures identify sizable institutional stakes visible in regulatory reporting.

Ownership is presented as held by independently managed subsidiaries; the filing explicitly disclaims a Section 13(d) group and limits beneficial ownership claims. Subsequent filings would show any material changes to these positions.

Document emphasizes voting and dispositive power are exercised by separate subsidiaries.

The disclosure clarifies that some holdings are in third-party client accounts managed under independent authority and that subsidiaries operate under separate management. The filing attaches percent-of-class values to each subsidiary position for transparency.

Because the filing disclaims group formation and broader beneficial ownership, governance implications hinge on whether subsidiaries act in concert; the filing states they do not.

Shares outstanding 12,983,137 shares as of June 09, 2026
MEITAV Provident stake 1,133,347 shares represents 8.73% as of June 09, 2026
MEITAV Portfolio Management stake 1,067,361 shares represents 8.22% as of June 09, 2026
MEITAV Tachlit Mutual Funds stake 198,147 shares represents 1.53% as of June 09, 2026
Filing type Schedule 13G/A ownership disclosure amendment
beneficially owned regulatory
"Amount beneficially owned: See row 9 of cover page of the reporting person."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 2,398,855.00"
Schedule 13G/A regulatory
"TAT Technologies Ltd Ordinary Shares, NIS 0.90 Par Value (Amendment No. 10)"
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.
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FAQ

What stake does MEITAV Investment House report in TATT?

MEITAV Investment House reports combined subsidiary holdings in TAT Technologies as disclosed in the filing. The excerpt shows subsidiary positions including 1,133,347 shares (8.73%) and 1,067,361 shares (8.22%) as of June 09, 2026.

How many TAT Technologies shares were outstanding as of the filing?

The filing cites 12,983,137 Ordinary Shares outstanding as of June 09, 2026. This outstanding share count is the basis for the percentage calculations provided in the report.

Does the filing state the MEITAV entities form a group under Section 13(d)?

No. The report explicitly disclaims that the filing person or its subsidiaries constitute a group for purposes of Section 13(d) and disclaims beneficial ownership beyond actual pecuniary interest.

Which MEITAV subsidiaries hold TAT shares and how much does each hold?

The filing lists subsidiary holdings: MEITAV PROVIDENT FUNDS & PENSION LTD: 1,133,347 shares (8.73%); MEITAV PORTFOLIO MANAGEMENT LTD: 1,067,361 shares (8.22%); MEITAV TACHLIT MUTUAL FUNDS LTD: 198,147 shares (1.53%), all as of June 09, 2026.

Who controls voting and investment decisions for these shares?

The filing states each subsidiary operates under independent management and makes its own voting and investment decisions. It also notes some securities are held in third-party client accounts managed independently by a subsidiary acting as portfolio manager.





M8740S227

(CUSIP Number)
04/27/2026

(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 12,983,137 Ordinary Shares outstanding as of June 09, 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 12,983,137 Ordinary Shares outstanding as of of June 09, 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 12,983,137 Ordinary Shares outstanding as of of June 09, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G



MEITAV INVESTMENT HOUSE LTD
Signature:Ilan Raviv
Name/Title:Ilan Raviv/CEO
Date:06/10/2026
MEITAV PROVIDENT FUNDS & PENSION LTD
Signature:Hagai Oren
Name/Title:Hagai Oren/CEO
Date:06/10/2026
MEITAV PORTFOLIO MANAGEMENT LTD
Signature:Udi Tayar
Name/Title:Udi Tayar/CEO
Date:06/10/2026