Ibotta, Inc.

IBTA

Exchange: NYSE
Industry: Services-Advertising
SEC CIK: 0001538379

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Ibotta, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of IBTA: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	91	1	108	+18
Shares	13.5M	627.2K	10.1M	−2.71M (−21.1%)
Value	$1.01B	$47.1M	$624.5M	−$341.3M (−35.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Ibotta, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to IBTA in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	622,266	$38.3M	0.00%
Ameriprise Financial Inc	181,576	$11.2M	0.00%
Findell Capital Management LLC	65,000	$4.00M	2.08%
Resolute Capital Asset Partners LLC	56,300	$3.47M	1.81%
Monashee Investment Management LLC	35,284	$2.17M	0.24%
Goldman Sachs Group Inc	27,700	$1.71M	0.00%
Baker Avenue Asset Management, LP	14,500	$893.3K	0.03%
Fund 1 Investments, LLC	14,500	$893.3K	0.14%
Tabor Asset Management, LP	13,678	$842.7K	0.41%
Swiss National Bank	13,400	$825.6K	0.00%
Main Management ETF Advisors, LLC	12,416	$765.0K	0.04%
Victory Capital Management Inc	9,269	$571.1K	0.00%
Private Capital Management LLC	7,219	$444.8K	0.08%
American Century Companies Inc	6,401	$394.4K	0.00%
ForthRight Wealth Management, LLC	5,519	$340.0K	0.11%
Invictus Private Wealth, LLC	5,230	$322.2K	0.03%
UBS Asset Management Americas Inc	5,007	$308.5K	0.00%
Schoolcraft Capital LLC	4,230	$260.6K	0.05%
Mirae Asset Global ETFs Holdings Ltd.	4,161	$256.4K	0.00%
SG Americas Securities, LLC	2,534	$156.0K	0.00%
nVerses Capital, LLC	1,300	$80.1K	0.04%
Tower Research Capital LLC (TRC)	908	$55.9K	0.00%
Acadian Asset Management LLC	692	$42.0K	0.00%
GAMMA Investing LLC	62	$3.82K	0.00%
Nisa Investment Advisors, LLC	37	$2.28K	0.00%
Advisor Group Holdings, Inc.	30	$1.85K	0.00%
CWM, LLC	20	$1.00K	0.00%
Lindbrook Capital, LLC	9	$554	0.00%
Sterling Capital Management LLC	8	$493	0.00%
Global Trust Asset Management, LLC	7	$431	0.00%
Russell Investments Group, Ltd.	6	$370	0.00%
Capital Performance Advisors LLP	1	$62	0.00%
Covestor Ltd	1	$0	0.00%

Sold out (15)

Institutions that held Ibotta, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of IBTA in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Koch Industries Inc	4,389,129	$329.9M
T. Rowe Price Investment Management, Inc.	199,964	$15.0M
LMR Partners LLP	116,278	$8.74M
Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf)	70,000	$5.26M
Walleye Capital LLC	52,695	$3.96M
Seven Grand Managers, LLC	25,000	$1.88M
Los Angeles Capital Management LLC	11,792	$886.3K
Hudson Bay Capital Management LP	11,667	$876.9K
Davidson Kempner Capital Management LP	10,600	$796.7K
Zimmer Partners, LP	10,000	$751.6K
Woodline Partners LP	10,000	$751.6K
G2 Investment Partners Management LLC	6,947	$522.1K
TD Asset Management Inc	6,036	$453.7K
Boothbay Fund Management, LLC	4,008	$301.2K
Y-Intercept (Hong Kong) Ltd	3,037	$228.3K

Not filed for Q3 2024 yet (1)

Institutions that held Ibotta, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTA in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	627,230	$47.1M