Stock ownership · SEC 13F · Q3 2025

TAT TECHNOLOGIES LTD

Institutional ownership of TAT TECHNOLOGIES LTD (CUSIP M8740S227) - who holds it, how concentrated it is, and what moved last quarter.

$17.0M
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $17.0M of TAT TECHNOLOGIES LTD positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$17.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP M8740S227 · Q3 2025 $17M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $17.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - TAT TECHNOLOGIES LTD's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Penn Capital Management Company, LLC 357,768 $15.8M 92.6%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 28,461 $1.3M 7.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among TAT TECHNOLOGIES LTD's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
92.6%
Shared-defined discretion (DFND)
7.4%

Latest Quarter Activity · Q3 2025

New positions (2)

Penn Capital Management Company, LLC $15.8M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $1.3M

Frequently Asked Questions

How many institutions hold TAT TECHNOLOGIES LTD?▼
TAT TECHNOLOGIES LTD is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of TAT TECHNOLOGIES LTD?▼
Institutions report $17.0M of TAT TECHNOLOGIES LTD as of Q3 2025.
How concentrated is ownership of TAT TECHNOLOGIES LTD?▼
The top five institutional holders account for 100% of the reported institutional value in TAT TECHNOLOGIES LTD, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of TAT TECHNOLOGIES LTD?▼
Penn Capital Management Company, LLC is the largest reported holder of TAT TECHNOLOGIES LTD with $15.8M across 357,768 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.