MEITAV affiliates disclose 8.73% stake in TAT Technologies

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.

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.

Insights

Institutional Ownership Analyst

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.

Corporate Governance Specialist

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.

Key Figures

Shares outstanding: 12,983,137 shares MEITAV Provident stake: 1,133,347 shares MEITAV Portfolio Management stake: 1,067,361 shares +2 more

5 metrics

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

Key Terms

beneficially owned, shared dispositive power, Schedule 13G/A

3 terms

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

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

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Accepted by SEC EDGAR 06/10/2026 - 08:45 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 10)

TAT Technologies Ltd

(Name of Issuer)

Ordinary Shares, NIS 0.90 Par Value

(Title of Class of Securities)

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

CUSIP Number(s): M8740S227

1

Names of Reporting Persons

MEITAV INVESTMENT HOUSE LTD

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ISRAEL

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,398,855.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,398,855.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,398,855.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

18.48 %

12

Type of Reporting Person (See Instructions)

CO

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

CUSIP Number(s): M8740S227

1

Names of Reporting Persons

MEITAV PROVIDENT FUNDS & PENSION LTD

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ISRAEL

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,133,347.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,133,347.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,133,347.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.73 %

12

Type of Reporting Person (See Instructions)

CO

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

CUSIP Number(s): M8740S227

1

Names of Reporting Persons

MEITAV PORTFOLIO MANAGEMENT LTD

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

ISRAEL

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,067,361.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,067,361.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,067,361.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

8.22 %

12

Type of Reporting Person (See Instructions)

CO

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

Item 1.
(a)	Name of issuer: TAT Technologies Ltd
(b)	Address of issuer's principal executive offices: Hamelacha 5, Netanya, Israel, 4250540
Item 2.
(a)	Name of person filing: MEITAV INVESTMENT HOUSE LTD The securities reported herein are beneficially owned by various direct or indirect, majority or wholly-owned subsidiaries of the MEITAV INVESTMENT HOUSE LTD. (the "Subsidiaries"). Some of the securities reported herein are held by third-party client accounts managed by a subsidiary of the Reporting Person as portfolio managers, which subsidiary operates under independent management and makes independent investment decisions and has no voting power in the securities held in such client accounts. The Subsidiaries manage their own funds and/or the funds of others, including for holders of exchange-traded notes or members of pension or provident funds, unit holders of mutual funds, and portfolio management clients. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.
(b)	Address or principal business office or, if none, residence: 1 Jabotinski, Bene-Beraq, Israel
(c)	Citizenship: Israel
(d)	Title of class of securities: Ordinary Shares, NIS 0.90 Par Value
(e)	CUSIP No.: M8740S227
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See row 9 of cover page of the reporting person. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions. Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by either the Filing Person or Subsidiaries that a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934 or for any other purpose, and each reporting person disclaims the existence of any such group. In addition, the Filing Person and Subsidiaries disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein. This Statement shall not be construed as an admission by the Filing Person or Subsidiaries that they are the beneficial owners of any of the Ordinary Shares covered by this Statement, and each of Filing Person and Subsidiaries disclaims beneficial ownership of any such Ordinary Shares. As of of June 09, 2026, the securities reported herein were held as follows: 198,147 ordinary shares (representing 1.53% of the total ordinary shares outstanding) beneficially owned by MEITAV TACHLIT MUTUAL FUNDS LTD. 1,133,347 ordinary shares (representing 8.73% of the total ordinary shares outstanding) beneficially owned by MEITAV PROVIDENT FUNDS & PENSION LTD. 1,067,361 ordinary shares (representing 8.22% of the total ordinary shares outstanding) beneficially owned by MEITAV PORTFOLIO MANAGEMENT LTD..
(b)	Percent of class: See row 11 of cover page of the reporting person
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See row 5 of cover page of each reporting person
	(ii) Shared power to vote or to direct the vote: See row 6 of cover page of each reporting person and note in Item 4(a) above
	(iii) Sole power to dispose or to direct the disposition of: See row 7 of cover page of each reporting person
	(iv) Shared power to dispose or to direct the disposition of: See row 8 of cover page of each reporting person and note in Item 4(a) above
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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