SCHEDULE 13G/A: Orbis Investment Management Discloses 4.9% Passive Stake in Interactive Brokers Group

Orbis Investment Management entities have filed an amended Schedule 13G, reporting a combined passive beneficial ownership of 4.9% in Interactive Brokers Group, Inc. as of December 31, 2024.

Summary

• Orbis Investment Management LTD and Orbis Investment Management (U.S.), L.P. (collectively, "Orbis") have filed an Amendment No. 2 to Schedule 13G regarding their beneficial ownership in Interactive Brokers Group, Inc.
• As of December 31, 2024, Orbis beneficially owns a total of 5,285,505 shares of Interactive Brokers Group, Inc. Common Stock.
• This aggregate ownership represents 4.9% of the class of securities.
• Orbis Investment Management LTD holds sole voting and dispositive power over 5,277,180 shares, representing 4.8% of the class.
• Orbis Investment Management (U.S.), L.P. holds sole voting and dispositive power over 8,325 shares, representing 0% of the class (due to rounding).
• The shares are held in the ordinary course of business and were not acquired or held for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine disclosure of passive beneficial ownership and does not contain performance or strategic information.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of a passive investment stake by an investment management firm in a publicly traded financial services company. It does not provide broader industry trends or competitive analysis.

Stakeholder Impact

• Minimal direct impact on shareholders, as this is a routine disclosure of a passive investment stake below the 5% threshold, indicating no intent to influence control.

Key Dates

Keywords

Interactive Brokers Group, IBKR, Orbis Investment Management, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Passive Investment