Meitav Investment House Ltd and two of its subsidiaries filed Amendment No. 11 to a beneficial ownership statement with the SEC on October 30, 2026, disclosing aggregate holdings in TAT Technologies Ltd (NASDAQ:TATT) as of October 28, 2026.

Key Highlights

  • Parent entity stake: Meitav Investment House Ltd reported beneficial ownership of 2,528,804 ordinary shares, representing 19.48% of TAT Technologies' outstanding shares.
  • Provident and pension unit: Meitav Provident Funds & Pension Ltd reported 1,132,962 ordinary shares, equal to 8.73% of the class.
  • Portfolio management unit: Meitav Portfolio Management Ltd reported 1,184,861 ordinary shares, equal to 9.13% of the class.
  • Mutual funds sub-holding: Meitav Tachlit Mutual Funds Ltd held 210,981 ordinary shares, representing 1.62% of total shares outstanding.
  • Share base used: All percentages are calculated against 12,983,137 ordinary shares outstanding as of October 28, 2026, as reported on Bloomberg LP.
  • Voting structure: Each reporting person disclosed zero sole voting power and zero sole dispositive power; all reported shares carry shared voting and shared dispositive power only.
  • Amendment number: This filing is Amendment No. 11, indicating a series of prior disclosures by the same reporting group.

Meitav Group's Ownership Position in TAT Technologies Ordinary Shares

TAT Technologies Ltd, an Israel-based company whose ordinary shares carry a par value of NIS 0.90 and are traded on NASDAQ under the ticker TATT, is the subject of this beneficial ownership disclosure. The securities in question are identified by CUSIP number M8740S227. According to the filing, the event triggering this amendment occurred on October 28, 2026.

The filing describes Meitav Investment House Ltd as a parent holding company incorporated in Israel, with its principal business office located at 1 Jabotinski, Bene-Beraq, Israel. The disclosure explains that "the securities reported herein are beneficially owned by various direct or indirect, majority or wholly-owned subsidiaries" of Meitav Investment House Ltd. The filing further states that each subsidiary "operates under independent management and makes its own independent voting and investment decisions," and that some securities are held in third-party client accounts managed by a subsidiary acting as portfolio manager, with that subsidiary having "no voting power in the securities held in such client accounts."

The three reporting persons collectively cover holdings across mutual fund, provident and pension fund, and discretionary portfolio management operations. The filing explicitly disclaims the existence of a group for purposes of Section 13(d), stating that "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." The certifications, signed on October 29, 2026, confirm that the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

Three Israeli entities affiliated with Meitav Investment House Ltd reported aggregate beneficial ownership positions in TAT Technologies Ltd ordinary shares as of October 28, 2026, with the parent entity disclosing a 19.48% stake based on 12,983,137 shares outstanding.