ELLO — ELLOMAY CAPITAL LIMITED
As of Q2 2026, 4 SEC-registered investment managers reported holding ELLO (ELLOMAY CAPITAL LIMITED) in their latest 13F filings, with a combined reported value of $163.29K across 8.82K shares. That is +634.7% by share count (+7.62K shares) versus the previous quarter, while reported value moved +459.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ELLO is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 6.42K | $119.19K | 0.00% | New |
| UBS Group AG history | 1.30K | $24.01K | 0.00% | New |
| Morgan Stanley history | 1.00K | $18.40K | 0.00% | Reduce |
| Citigroup Inc history | 89 | $1.69K | 0.00% | New |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.20K | $29.17K | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 7.76K | $188.50K | 0.00% | Add |
| Morgan Stanley history | 1.20K | $29.16K | 0.00% | Hold |
| UBS Group AG history | 115 | $2.79K | 0.00% | Reduce |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 3.60K | $64.85K | 0.00% | Add |
| UBS Group AG history | 2.43K | $43.71K | 0.00% | Reduce |
| Morgan Stanley history | 1.20K | $21.61K | 0.00% | Hold |
Q2 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 2.59K | $44.62K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.58K | $44.43K | 0.00% | Reduce |
| Morgan Stanley history | 1.20K | $20.66K | 0.00% | Hold |
| Bank of America Corp history | 18 | $310 | 0.00% | Add |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 3.73K | $56.73K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.85K | $43.35K | 0.00% | Reduce |
| Morgan Stanley history | 1.20K | $18.24K | 0.00% | Add |
| Bank of America Corp history | 9 | $137 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 6.42K sh · $119.19K
- UBS Group AG 1.30K sh · $24.01K
- Citigroup Inc 89 sh · $1.69K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6.42K | — | 7.76K | 3.60K | 2.58K | 2.85K | 3.73K | 1.43K | 444 | 1.35K | 2.68K | — | — | 27 | 3.99K | — | — | — | — |
| UBS Group AG | 1.30K | — | 115 | 2.43K | 2.59K | 3.73K | 3.50K | — | 111 | 79 | 1 | — | 6.76K | 9.60K | 15.26K | 16.46K | 18.73K | 91 | 873 |
| Morgan Stanley | 1.00K | 1.20K | 1.20K | 1.20K | 1.20K | 1.20K | 1.00K | — | — | — | — | — | — | — | — | — | — | — | 10 |
| Citigroup Inc | 89 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | — | — | 18 | 9 | 19 | 19 | — | 446 | 2 | 13 | — | — | — | — | 19 | 59 | 211 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details