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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1 | $75 | 0.00% | +1 | New |
| Fairfield Financial Advisors, LTD | 85 | $6.39K | 0.00% | +85 | New |
| Amalgamated Bank | 264 | $20.0K | 0.00% | +264 | New |
| California State Teachers Retirement System | 552 | $41.5K | 0.00% | +552 | New |
| Royal Bank of Canada | 717 | $54.0K | 0.00% | +717 | New |
| Ameritas Investment Partners, Inc. | 746 | $56.1K | 0.00% | +746 | New |
| The PNC Financial Services Group, Inc. | 937 | $70.4K | 0.00% | +937 | New |
| Tortoise Investment Management, LLC | 1,136 | $85.4K | 0.01% | +1,136 | New |
| STRS Ohio | 1,400 | $105.2K | 0.00% | +1,400 | New |
| MetLife Investment Management | 1,961 | $147.4K | 0.00% | +1,961 | New |
| Simplex Trading, LLC | 2,033 | $152.0K | 0.00% | +2,033 | New |
| UBS Group AG | 2,489 | $187.1K | 0.00% | +2,489 | New |
| Barclays PLC | 2,583 | $194.1K | 0.00% | +2,583 | New |
| BNP Paribas Arbitrage, SA | 2,745 | $206.3K | 0.00% | +2,745 | New |
| Y-Intercept (Hong Kong) Ltd | 3,037 | $228.3K | 0.01% | +3,037 | New |
| New York State Common Retirement Fund | 3,100 | $233.0K | 0.00% | +3,100 | New |
| Deutsche Bank AG | 3,309 | $248.7K | 0.00% | +3,309 | New |
| Citigroup Inc | 3,310 | $248.8K | 0.00% | +3,310 | New |
| Sandia Investment Management LP | 3,500 | $263.1K | 0.33% | +3,500 | New |
| Federated Hermes, Inc. | 3,600 | $270.6K | 0.00% | +3,600 | New |
| Wells Fargo & Company | 3,929 | $295.3K | 0.00% | +3,929 | New |
| Boothbay Fund Management, LLC | 4,008 | $301.2K | 0.01% | +4,008 | New |
| Corebridge Financial, Inc. | 4,097 | $308.0K | 0.00% | +4,097 | New |
| Manufacturers Life Insurance Company, The | 4,544 | $341.5K | 0.00% | +4,544 | New |
| JPMorgan Chase & Co | 5,712 | $429.3K | 0.00% | +5,712 | New |
| M&T Bank Corp | 5,764 | $433.6K | 0.00% | +5,764 | New |
| Bank of America Corp | 5,841 | $439.0K | 0.00% | +5,841 | New |
| HST Ventures, LLC | 5,996 | $450.7K | 0.20% | +5,996 | New |
| TD Asset Management Inc | 6,036 | $453.7K | 0.00% | +6,036 | New |
| G2 Investment Partners Management LLC | 6,947 | $522.1K | 0.14% | +6,947 | New |
| Kodai Capital Management LP | 7,581 | $569.8K | 0.01% | +7,581 | New |
| Jane Street Group, LLC | 7,776 | $584.4K | 0.00% | +7,776 | New |
| Alliancebernstein L.P. | 7,970 | $599.0K | 0.00% | +7,970 | New |
| XTX Topco Ltd | 8,438 | $634.2K | 0.05% | +8,438 | New |
| Raymond James & Associates | 8,713 | $654.9K | 0.00% | +8,713 | New |
| Rhumbline Advisers | 9,282 | $697.6K | 0.00% | +9,282 | 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 |
| Davidson Kempner Capital Management LP | 10,600 | $796.7K | 0.01% | +10,600 | New |
| Balyasny Asset Management LLC | 11,575 | $870.0K | 0.00% | +11,575 | New |
| Hudson Bay Capital Management LP | 11,667 | $876.9K | 0.01% | +11,667 | New |
| Los Angeles Capital Management LLC | 11,792 | $886.3K | 0.00% | +11,792 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,044 | $980.4K | 0.01% | +13,044 | New |
| EFG Asset Management (North America) Corp. | 13,845 | $1.04M | 0.18% | +13,845 | New |
| Blackstone Group Inc. | 15,000 | $1.13M | 0.01% | +15,000 | New |
| Northern Trust Corp | 16,371 | $1.23M | 0.00% | +16,371 | 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 |
| Legal & General Group Plc | 21,084 | $1.58M | 0.00% | +21,084 | New |
| Emerald Mutual Fund Advisers Trust | 24,394 | $1.83M | 0.10% | +24,394 | New |
| Seven Grand Managers, LLC | 25,000 | $1.88M | 0.85% | +25,000 | New |
| Squarepoint Ops LLC | 28,596 | $2.15M | 0.01% | +28,596 | New |
| Teacher Retirement System of Texas | 30,000 | $2.25M | 0.01% | +30,000 | New |
| Emerald Advisers, LLC | 34,567 | $2.60M | 0.11% | +34,567 | New |
| Weiss Asset Management LP | 36,783 | $2.76M | 0.13% | +36,783 | New |
| Renaissance Technologies LLC | 36,800 | $2.77M | 0.00% | +36,800 | New |
| Nuveen Asset Management, LLC | 40,425 | $3.04M | 0.00% | +40,425 | New |
| Tudor Investment Corp Et Al | 44,457 | $3.34M | 0.04% | +44,457 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $3.76M | 0.01% | +50,000 | New |
| Walleye Capital LLC | 52,695 | $3.96M | 0.04% | +52,695 | New |
| Charles Schwab Investment Management Inc | 55,134 | $4.14M | 0.00% | +55,134 | New |
| Millennium Management LLC | 57,671 | $4.33M | 0.00% | +57,671 | New |
| HBK Investments L P | 60,000 | $4.51M | 0.11% | +60,000 | New |
| Shay Capital LLC | 65,000 | $4.89M | 1.36% | +65,000 | New |
| Nikko Asset Management Americas, Inc. | 69,043 | $5.19M | 0.06% | +69,043 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,183 | $5.20M | 0.00% | +69,183 | New |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 70,000 | $5.26M | 0.23% | +70,000 | New |
| Bank of New York Mellon Corp | 78,316 | $5.89M | 0.00% | +78,316 | New |
| State Street Corp | 104,670 | $7.87M | 0.00% | +104,670 | New |
| ArrowMark Colorado Holdings LLC | 105,626 | $7.94M | 0.09% | +105,626 | New |
| Morgan Stanley | 111,901 | $8.41M | 0.00% | +111,901 | New |
| LMR Partners LLP | 116,278 | $8.74M | 0.19% | +116,278 | New |
| FMR LLC | 121,312 | $9.12M | 0.00% | +121,312 | New |
| Primecap Management Co | 122,830 | $9.23M | 0.01% | +122,830 | New |
| Norges Bank | 125,000 | $9.39M | 0.00% | +125,000 | New |
| Invesco Ltd. | 128,794 | $9.68M | 0.00% | +128,794 | New |
| Holocene Advisors, LP | 130,000 | $9.77M | 0.04% | +130,000 | New |
| Geode Capital Management, LLC | 153,650 | $11.6M | 0.00% | +153,650 | New |
| Price T Rowe Associates Inc | 166,825 | $12.5M | 0.00% | +166,825 | New |
| T. Rowe Price Investment Management, Inc. | 199,964 | $15.0M | 0.01% | +199,964 | New |
| Harbor Spring Capital, LLC | 200,000 | $15.0M | 100.00% | +200,000 | New |
| Citadel Advisors LLC | 213,131 | $16.0M | 0.02% | +213,131 | 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 |
| Janus Henderson Group PLC | 285,707 | $21.5M | 0.01% | +285,707 | New |
| Bamco Inc | 517,112 | $38.9M | 0.11% | +517,112 | New |
| BlackRock Inc. | 627,230 | $47.1M | 0.00% | +627,230 | New |
| GGV Capital LLC | 631,871 | $47.5M | 35.08% | +631,871 | New |
| Vanguard Group Inc | 648,349 | $48.7M | 0.00% | +648,349 | New |
| D. E. Shaw & Co., Inc. | 2,624,442 | $197.3M | 0.28% | +2,624,442 | New |
| Koch Industries Inc | 4,389,129 | $329.9M | 38.66% | +4,389,129 | New |