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Meitav reports 16.99% stake in TAT Technologies

Meitav Investment House Ltd filed an amendment to a Schedule 13G/A reporting beneficial ownership positions in TAT Technologies Ltd ordinary shares as of April 27, 2026.

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Meitav Investment House Ltd filed an amendment to a Schedule 13G/A reporting beneficial ownership positions in TAT Technologies Ltd ordinary shares as of April 27, 2026. The filing shows a largest reported shared holding of 2,206,907 shares (reported as 16.99%) by consolidated subsidiaries.

The disclosure breaks out holdings by related entities: MEITAV PROVIDENT FUNDS & PENSION LTD holds 1,035,302 shares (7.97%), MEITAV PORTFOLIO MANAGEMENT LTD holds 987,907 shares (7.61%), and a mutual-fund affiliate holds 183,698 shares (1.41%). The filing states each subsidiary operates under independent management and disclaims group formation and beneficial ownership beyond pecuniary interest.

Insights

Large institutional blocks reported, with clear independence disclaimers.

The filing lists a consolidated shared position of 2,206,907 shares corresponding to 16.99% as of April 27, 2026, and separate holdings for two other Meitav-related entities. These figures come from the cover rows and Item 4(a).

Disclosure emphasizes that subsidiaries "operate under independent management" and disclaim group status and broader beneficial ownership. Subsequent filings would be required if ownership or group status changes.

Voting and dispositive power are reported as shared for the largest block.

Cover-page entries show Shared Voting Power and Shared Dispositive Power of 2,206,907 for Meitav Investment House Ltd's consolidated row. Item 4(a) reiterates the amounts and the independence of each subsidiary's decision-making.

Signature lines indicate authorized filers. Material change in percent ownership or formation of a group would trigger amended disclosures under Section 13(d)/(g).

Shares outstanding 12,983,137 shares used to calculate percentages as of <date>April 27, 2026</date>
Largest shared holding 2,206,907 shares Meitav consolidated row; reported as <percent>16.99%</percent>
MEITAV PROVIDENT FUNDS & PENSION LTD holding 1,035,302 shares reported as <percent>7.97%</percent>
MEITAV PORTFOLIO MANAGEMENT LTD holding 987,907 shares reported as <percent>7.61%</percent>
Mutual fund affiliate holding 183,698 shares reported as <percent>1.41%</percent>
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 2,206,907.00"
disclaims beneficial ownership legal
"each reporting person disclaims beneficial ownership of any such Ordinary Shares"
Schedule 13G/A regulatory
"(Amendment No. 09 ) TAT Technologies Ltd"
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 reports a consolidated shared holding of 2,206,907 shares, listed as 16.99%. The filing attributes this figure to the cover-page rows and Item 4(a) as of April 27, 2026.

How much does MEITAV PROVIDENT FUNDS & PENSION LTD hold in TATT?

MEITAV PROVIDENT FUNDS & PENSION LTD holds 1,035,302 ordinary shares, shown as 7.97% of outstanding shares. This amount is stated in Item 4(a) and the cover-page rows.

Does the filing claim a group formed among Meitav entities for TATT?

No. The filing explicitly disclaims that a group exists for Section 13(d) purposes and states each subsidiary "operates under independent management" and makes independent voting and investment decisions.

What is the total ordinary shares outstanding used in the percentage calculations?

The percentages are calculated using 12,983,137 ordinary shares outstanding, referenced in the cover-page comment and used for the April 27, 2026 ownership percentages.

Who signed the Schedule 13G/A amendment for Meitav Investment House?

The amendment is signed by authorized individuals: Ilan Raviv, Hagai Oren, and Udi Tayar, each listed with the title CEO and signature dates of 04/29/2026.

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

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Accepted by SEC EDGAR Learn about SEC filing dates





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 April 27, 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 April 27, 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 April 27, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G



Meitav Investment House Ltd.
Signature:Ilan Raviv
Name/Title:Ilan Raviv/CEO
Date:04/29/2026
MEITAV PROVIDENT FUNDS & PENSION LTD
Signature:Hagai Oren
Name/Title:Hagai Oren/CEO
Date:04/29/2026
MEITAV PORTFOLIO MANAGEMENT LTD
Signature:Udi Tayar
Name/Title:Udi Tayar/CEO
Date:04/29/2026

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