Ibotta, Inc.
IBTA- Exchange
- NYSE
- Industry
- Services-Advertising
- SEC CIK
- 0001538379
In the last 90 days, Ibotta, Inc. insiders filed 0 open-market purchases and 16 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $478.2M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Ibotta, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 91
- +91 vs. Q1 2024
- Shares held
- 13.5M
- +13.5M vs. Q1 2024
- Total value
- $1.01B
- +$1.01B vs. Q1 2024
- New holders
- 91
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $478.2M |
| Q1 2026 | 132 | $426.2M |
| Q4 2025 | 121 | $359.7M |
| Q3 2025 | 120 | $512.1M |
| Q2 2025 | 129 | $677.3M |
| Q1 2025 | 110 | $769.3M |
| Q4 2024 | 116 | $1.19B |
| Q3 2024 | 108 | $624.5M |
| Q2 2024 | 91 | $1.01B |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch Industries Inc | 4,389,129 | $329.9M | 38.66% | +4,389,129 | New |
| D. E. Shaw & Co., Inc. | 2,624,442 | $197.3M | 0.28% | +2,624,442 | New |
| Vanguard Group Inc | 648,349 | $48.7M | 0.00% | +648,349 | New |
| GGV Capital LLC | 631,871 | $47.5M | 35.08% | +631,871 | New |
| BlackRock Inc. | 627,230 | $47.1M | 0.00% | +627,230 | New |
| Bamco Inc | 517,112 | $38.9M | 0.11% | +517,112 | New |
| Janus Henderson Group PLC | 285,707 | $21.5M | 0.01% | +285,707 | New |
| Capital World Investors | 250,000 | $18.8M | 0.00% | +250,000 | New |
| Dragoneer Investment Group, LLC | 250,000 | $18.8M | 0.36% | +250,000 | New |
| Citadel Advisors LLC | 213,131 | $16.0M | 0.02% | +213,131 | New |
| Harbor Spring Capital, LLC | 200,000 | $15.0M | 100.00% | +200,000 | New |
| T. Rowe Price Investment Management, Inc. | 199,964 | $15.0M | 0.01% | +199,964 | New |
| Price T Rowe Associates Inc | 166,825 | $12.5M | 0.00% | +166,825 | New |
| Geode Capital Management, LLC | 153,650 | $11.6M | 0.00% | +153,650 | New |
| Holocene Advisors, LP | 130,000 | $9.77M | 0.04% | +130,000 | New |
| Invesco Ltd. | 128,794 | $9.68M | 0.00% | +128,794 | New |
| Norges Bank | 125,000 | $9.39M | 0.00% | +125,000 | New |
| Primecap Management Co | 122,830 | $9.23M | 0.01% | +122,830 | New |
| FMR LLC | 121,312 | $9.12M | 0.00% | +121,312 | New |
| LMR Partners LLP | 116,278 | $8.74M | 0.19% | +116,278 | New |
| Morgan Stanley | 111,901 | $8.41M | 0.00% | +111,901 | New |
| ArrowMark Colorado Holdings LLC | 105,626 | $7.94M | 0.09% | +105,626 | New |
| State Street Corp | 104,670 | $7.87M | 0.00% | +104,670 | New |
| Bank of New York Mellon Corp | 78,316 | $5.89M | 0.00% | +78,316 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 70,000 | $5.26M | 0.23% | +70,000 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,183 | $5.20M | 0.00% | +69,183 | New |
| Nikko Asset Management Americas, Inc. | 69,043 | $5.19M | 0.06% | +69,043 | New |
| Shay Capital LLC | 65,000 | $4.89M | 1.36% | +65,000 | New |
| HBK Investments L P | 60,000 | $4.51M | 0.11% | +60,000 | New |
| Millennium Management LLC | 57,671 | $4.33M | 0.00% | +57,671 | New |
| Charles Schwab Investment Management Inc | 55,134 | $4.14M | 0.00% | +55,134 | New |
| Walleye Capital LLC | 52,695 | $3.96M | 0.04% | +52,695 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $3.76M | 0.01% | +50,000 | New |
| Tudor Investment Corp Et Al | 44,457 | $3.34M | 0.04% | +44,457 | New |
| Nuveen Asset Management, LLC | 40,425 | $3.04M | 0.00% | +40,425 | New |
| Renaissance Technologies LLC | 36,800 | $2.77M | 0.00% | +36,800 | New |
| Weiss Asset Management LP | 36,783 | $2.76M | 0.13% | +36,783 | New |
| Emerald Advisers, LLC | 34,567 | $2.60M | 0.11% | +34,567 | New |
| Teacher Retirement System of Texas | 30,000 | $2.25M | 0.01% | +30,000 | New |
| Squarepoint Ops LLC | 28,596 | $2.15M | 0.01% | +28,596 | New |
| Seven Grand Managers, LLC | 25,000 | $1.88M | 0.85% | +25,000 | New |
| Emerald Mutual Fund Advisers Trust | 24,394 | $1.83M | 0.10% | +24,394 | New |
| Legal & General Group Plc | 21,084 | $1.58M | 0.00% | +21,084 | New |
| Alyeska Investment Group, L.P. | 20,000 | $1.50M | 0.01% | +20,000 | New |
| XN LP | 20,000 | $1.50M | 0.07% | +20,000 | New |
| Northern Trust Corp | 16,371 | $1.23M | 0.00% | +16,371 | New |
| Blackstone Group Inc. | 15,000 | $1.13M | 0.01% | +15,000 | New |
| EFG Asset Management (North America) Corp. | 13,845 | $1.04M | 0.18% | +13,845 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,044 | $980.4K | 0.01% | +13,044 | New |
| Los Angeles Capital Management LLC | 11,792 | $886.3K | 0.00% | +11,792 | New |
| Hudson Bay Capital Management LP | 11,667 | $876.9K | 0.01% | +11,667 | New |
| Balyasny Asset Management LLC | 11,575 | $870.0K | 0.00% | +11,575 | New |
| Davidson Kempner Capital Management LP | 10,600 | $796.7K | 0.01% | +10,600 | New |
| Zimmer Partners, LP | 10,000 | $751.6K | 0.01% | +10,000 | New |
| Woodline Partners LP | 10,000 | $751.6K | 0.01% | +10,000 | New |
| Rhumbline Advisers | 9,282 | $697.6K | 0.00% | +9,282 | New |
| Raymond James & Associates | 8,713 | $654.9K | 0.00% | +8,713 | New |
| XTX Topco Ltd | 8,438 | $634.2K | 0.05% | +8,438 | New |
| Alliancebernstein L.P. | 7,970 | $599.0K | 0.00% | +7,970 | New |
| Jane Street Group, LLC | 7,776 | $584.4K | 0.00% | +7,776 | New |
| Kodai Capital Management LP | 7,581 | $569.8K | 0.01% | +7,581 | New |
| G2 Investment Partners Management LLC | 6,947 | $522.1K | 0.14% | +6,947 | New |
| TD Asset Management Inc | 6,036 | $453.7K | 0.00% | +6,036 | New |
| HST Ventures, LLC | 5,996 | $450.7K | 0.20% | +5,996 | New |
| Bank of America Corp | 5,841 | $439.0K | 0.00% | +5,841 | New |
| M&T Bank Corp | 5,764 | $433.6K | 0.00% | +5,764 | New |
| JPMorgan Chase & Co | 5,712 | $429.3K | 0.00% | +5,712 | New |
| Manufacturers Life Insurance Company, The | 4,544 | $341.5K | 0.00% | +4,544 | New |
| Corebridge Financial, Inc. | 4,097 | $308.0K | 0.00% | +4,097 | New |
| Boothbay Fund Management, LLC | 4,008 | $301.2K | 0.01% | +4,008 | New |
| Wells Fargo & Company | 3,929 | $295.3K | 0.00% | +3,929 | New |
| Federated Hermes, Inc. | 3,600 | $270.6K | 0.00% | +3,600 | New |
| Sandia Investment Management LP | 3,500 | $263.1K | 0.33% | +3,500 | New |
| Citigroup Inc | 3,310 | $248.8K | 0.00% | +3,310 | New |
| Deutsche Bank AG | 3,309 | $248.7K | 0.00% | +3,309 | New |
| New York State Common Retirement Fund | 3,100 | $233.0K | 0.00% | +3,100 | New |
| Y-Intercept (Hong Kong) Ltd | 3,037 | $228.3K | 0.01% | +3,037 | New |
| BNP Paribas Arbitrage, SA | 2,745 | $206.3K | 0.00% | +2,745 | New |
| Barclays PLC | 2,583 | $194.1K | 0.00% | +2,583 | New |
| UBS Group AG | 2,489 | $187.1K | 0.00% | +2,489 | New |
| Simplex Trading, LLC | 2,033 | $152.0K | 0.00% | +2,033 | New |
| MetLife Investment Management | 1,961 | $147.4K | 0.00% | +1,961 | New |
| STRS Ohio | 1,400 | $105.2K | 0.00% | +1,400 | New |
| Tortoise Investment Management, LLC | 1,136 | $85.4K | 0.01% | +1,136 | New |
| The PNC Financial Services Group, Inc. | 937 | $70.4K | 0.00% | +937 | New |
| Ameritas Investment Partners, Inc. | 746 | $56.1K | 0.00% | +746 | New |
| Royal Bank of Canada | 717 | $54.0K | 0.00% | +717 | New |
| California State Teachers Retirement System | 552 | $41.5K | 0.00% | +552 | New |
| Amalgamated Bank | 264 | $20.0K | 0.00% | +264 | New |
| Fairfield Financial Advisors, LTD | 85 | $6.39K | 0.00% | +85 | New |
| CVA Family Office, LLC | 1 | $75 | 0.00% | +1 | New |