iRobot Ownership | Who Owns iRobot?
iRobot Ownership Summary
iRobot is owned by 71.36% institutional investors, 4.25% insiders, and 24.38% retail investors. Ameriprise financial is the largest institutional shareholder, holding 9.21% of IRBT shares. CT (Lux) American Smaller Com 9U USD is the top mutual fund, with 3.46% of its assets in iRobot shares.
IRBT Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | iRobot | 71.36% | 4.25% | 24.38% |
Sector | Consumer Cyclical Stocks | 57.30% | 11.86% | 30.84% |
Industry | Furnishings, Fixtures & Appliances Stocks | 54.89% | 11.93% | 33.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Ameriprise financial | 2.59M | 9.21% | $23.63M |
Blackrock | 2.23M | 7.92% | $20.31M |
Vanguard group | 1.54M | 5.46% | $14.00M |
Primecap management co/ca/ | 1.47M | 5.23% | $13.41M |
State street | 1.15M | 4.08% | $10.48M |
Jacobs levy equity management | 797.04K | 2.83% | $7.26M |
Federated hermes | 796.92K | 2.83% | $7.26M |
Morgan stanley | 677.06K | 2.40% | $6.17M |
Geode capital management | 657.24K | 2.33% | $5.99M |
Charles schwab investment management | 528.30K | 1.88% | $4.81M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Corbin capital partners | 204.00K | 3.58% | $1.86M |
Ironwood investment management | 50.66K | 0.25% | $461.49K |
Corton capital | 41.72K | 0.20% | $380.07K |
Equitec proprietary markets | 11.30K | 0.13% | $102.94K |
Bridgefront capital | 28.27K | 0.11% | $257.58K |
K2 principal fund | 50.00K | 0.08% | $455.50K |
Gabelli & co investment advisers | 55.50K | 0.08% | $505.61K |
Sherbrooke park advisers | 40.35K | 0.06% | $367.62K |
Caption management | 439.22K | 0.06% | $4.00M |
Gsa capital partners llp | 91.06K | 0.06% | $830.00K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ameriprise financial | 2.59M | 0.01% | 630.92K |
State street | 1.15M | 0.00% | 434.92K |
Mirae asset global etfs | 392.75K | 0.01% | 392.75K |
Capital fund management | 362.24K | 0.01% | 362.24K |
Jacobs levy equity management | 797.04K | 0.03% | 330.91K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
D. e. shaw | 210.93K | 0.00% | -986.62K |
Fourworld capital management | - | - | -800.00K |
Vanguard group | 1.54M | 0.00% | -629.19K |
Squarepoint ops | - | - | -450.00K |
Pentwater capital management lp | - | - | -360.00K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 392.75K | 0.01% | 392.75K | $3.58M |
Corbin capital partners | 204.00K | 3.58% | 204.00K | $1.86M |
Gmt capital | 167.80K | 0.06% | 167.80K | $1.53M |
Gsa capital partners llp | 91.06K | 0.06% | 91.06K | $830.00K |
Toroso investments | 73.19K | 0.01% | 73.19K | $666.76K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -6.00 |
Global retirement partners | -8.00 |
Pathway financial advisers | -9.00 |
Parallel advisors | -9.00 |
Private wealth management group | -36.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 189 | -5.97% | 20,104,111 | -2.48% | 71 | 1.33% | 82 | -11.83% | 46 | -14.81% |
Mar 31, 2024 | 201 | -20.87% | 20,615,186 | -4.63% | 73 | 1.20% | 93 | -6.06% | 54 | -18.18% |
Dec 31, 2023 | 254 | 3.67% | 21,616,997 | -4.88% | 78 | 1.16% | 99 | 5.32% | 66 | -4.35% |
Sep 30, 2023 | 245 | - | 22,725,211 | -5.12% | 81 | 1.09% | 94 | 3.30% | 69 | -8.00% |
Jun 30, 2023 | 245 | 2.94% | 23,951,679 | -5.31% | 86 | 1.02% | 91 | -2.15% | 75 | 5.63% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
CT (Lux) American Smaller Com 9U USD | 1.05M | 3.46% | 44.55K |
CT American Smaller Coms(US) InstAccGBP | 1.04M | 3.45% | 31.88K |
Vanguard Total Stock Mkt Idx Inv | 925.79K | 3.06% | - |
PRIMECAP Odyssey Growth | 803.66K | 2.66% | -9.30K |
iShares Russell 2000 ETF | 734.64K | 2.40% | -1.65K |
PRIMECAP Odyssey Aggressive Growth | 623.50K | 2.06% | -14.00K |
SPDR® S&P Kensho New Economies Comps ETF | 575.46K | 1.90% | - |
Federated Hermes MDT Small Cap Core IS | 513.58K | 1.70% | -31.40K |
Federated Hermes MDT SCC Institutional | 513.58K | 1.70% | -31.40K |
Vanguard Institutional Extnd Mkt Idx Tr | 437.97K | 1.45% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 16, 2024 | ZEILER JULIE | EVP, Chief Financial Officer | Sell | $3.29K |
May 15, 2024 | Cohen Gary | President & CEO | Buy | $25.19K |
Feb 29, 2024 | Angle Colin M | - | Sell | $2.06M |
Dec 29, 2023 | ZEILER JULIE | EVP, Chief Financial Officer | Sell | $404.92K |
Dec 29, 2023 | Habbaba Faris | Chief R&D Officer | Sell | $360.37K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | - | 1 |
2024 Q2 | 1 | - |
2024 Q1 | - | 1 |
2023 Q4 | - | 2 |
2023 Q3 | - | - |
IRBT Ownership FAQ
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