I.B.I. Investment House Ltd's (TLV:IBI) CEO David Lubetzky is the most upbeat insider, and their holdings increased by 4.3% last week

Simply Wall St · 01/06 04:25

Key Insights

  • I.B.I. Investment House's significant insider ownership suggests inherent interests in company's expansion
  • A total of 3 investors have a majority stake in the company with 57% ownership
  • Using data from company's past performance alongside ownership research, one can better assess the future performance of a company

To get a sense of who is truly in control of I.B.I. Investment House Ltd (TLV:IBI), it is important to understand the ownership structure of the business. With 77% stake, individual insiders possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

As a result, insiders were the biggest beneficiaries of last week’s 4.3% gain.

In the chart below, we zoom in on the different ownership groups of I.B.I. Investment House.

Check out our latest analysis for I.B.I. Investment House

ownership-breakdown
TASE:IBI Ownership Breakdown January 6th 2026

What Does The Institutional Ownership Tell Us About I.B.I. Investment House?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

Less than 5% of I.B.I. Investment House is held by institutional investors. This suggests that some funds have the company in their sights, but many have not yet bought shares in it. So if the company itself can improve over time, we may well see more institutional buyers in the future. It is not uncommon to see a big share price rise if multiple institutional investors are trying to buy into a stock at the same time. So check out the historic earnings trajectory, below, but keep in mind it's the future that counts most.

earnings-and-revenue-growth
TASE:IBI Earnings and Revenue Growth January 6th 2026

I.B.I. Investment House is not owned by hedge funds. With a 20% stake, CEO David Lubetzky is the largest shareholder. For context, the second largest shareholder holds about 20% of the shares outstanding, followed by an ownership of 18% by the third-largest shareholder. Interestingly, the second-largest shareholder, David Weisberg is also Top Key Executive, again, pointing towards strong insider ownership amongst the company's top shareholders.

To make our study more interesting, we found that the top 3 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company.

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. As far as we can tell there isn't analyst coverage of the company, so it is probably flying under the radar.

Insider Ownership Of I.B.I. Investment House

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

Our information suggests that insiders own more than half of I.B.I. Investment House Ltd. This gives them effective control of the company. That means insiders have a very meaningful ₪3.4b stake in this ₪4.4b business. Most would argue this is a positive, showing strong alignment with shareholders. You can click here to see if they have been selling down their stake.

General Public Ownership

With a 21% ownership, the general public, mostly comprising of individual investors, have some degree of sway over I.B.I. Investment House. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

Next Steps:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. For example, we've discovered 2 warning signs for I.B.I. Investment House that you should be aware of before investing here.

Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of interesting companies.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.