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, Q4 2024
Institutional positions in Ibotta, Inc. as of Dec 31, 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
- 116
- +10 vs. Q3 2024
- Shares held
- 18.2M
- +8.13M (+80.6%) vs. Q3 2024
- Total value
- $1.19B
- +$564.4M (+90.7%) vs. Q3 2024
- New holders
- 32
- 52 more added
- Sold out
- 22
- 18 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $285.6M | 45.54% | +4,389,129 | New |
| D. E. Shaw & Co., Inc. | 2,812,143 | $183.0M | 0.20% | +54,010+2.0% | Added |
| Vanguard Group Inc | 1,555,965 | $101.3M | 0.00% | +896,953+136.1% | Added |
| Southpoint Capital Advisors LP | 1,036,944 | $67.5M | 1.58% | +1,036,944 | New |
| BlackRock, Inc. | 1,008,947 | $65.7M | 0.00% | +386,681+62.1% | Added |
| Bamco Inc | 756,087 | $49.2M | 0.13% | −162,456−17.7% | Reduced |
| Janus Henderson Group PLC | 626,905 | $40.8M | 0.02% | +154,815+32.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 624,242 | $40.6M | 0.03% | +323,997+107.9% | Added |
| Nikko Asset Management Americas, Inc. | 624,002 | $40.6M | 0.44% | +305,544+95.9% | Added |
| GGV Capital LLC | 564,371 | $36.7M | 32.07% | −67,500−10.7% | Reduced |
| State Street Corp | 297,837 | $19.4M | 0.00% | +148,403+99.3% | Added |
| Morgan Stanley | 258,681 | $16.8M | 0.00% | +152,402+143.4% | Added |
| Capital World Investors | 250,000 | $16.3M | 0.00% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 250,000 | $16.3M | 0.28% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 247,459 | $16.1M | 0.00% | +91,790+59.0% | Added |
| UBS Group AG | 237,932 | $15.5M | 0.00% | +233,481+5,245.6% | Added |
| ArrowMark Colorado Holdings LLC | 227,931 | $14.8M | 0.20% | +10,544+4.9% | Added |
| Ameriprise Financial Inc | 184,646 | $12.0M | 0.00% | +3,070+1.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 176,161 | $11.5M | 0.10% | +94,522+115.8% | Added |
| Holocene Advisors, LP | 131,475 | $8.56M | 0.03% | +6,475+5.2% | Added |
| Primecap Management Co | 127,340 | $8.29M | 0.01% | −16,330−11.4% | Reduced |
| Alliancebernstein L.P. | 121,619 | $7.91M | 0.00% | +112,824+1,282.8% | Added |
| Northern Trust Corp | 117,468 | $7.64M | 0.00% | +48,449+70.2% | Added |
| Renaissance Technologies LLC | 116,300 | $7.57M | 0.01% | +8,300+7.7% | Added |
| Yost Capital Management, LP | 106,000 | $6.90M | 7.67% | +106,000 | New |
| Goldman Sachs Group Inc | 105,093 | $6.84M | 0.00% | +77,393+279.4% | Added |
| JPMorgan Chase & Co | 99,372 | $6.47M | 0.00% | +93,498+1,591.7% | Added |
| Saybrook Capital | 82,064 | $5.34M | 1.43% | +82,064 | New |
| Findell Capital Management LLC | 80,000 | $5.21M | 2.38% | +15,000+23.1% | Added |
| Charles Schwab Investment Management Inc | 76,904 | $5.00M | 0.00% | +19,733+34.5% | Added |
| HBK Investments L P | 60,000 | $3.90M | 0.07% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 56,015 | $3.64M | 0.50% | +26,065+87.0% | Added |
| Millennium Management LLC | 53,753 | $3.50M | 0.00% | −29,206−35.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $3.25M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 42,941 | $2.79M | 0.00% | +36,540+570.8% | Added |
| Bank of New York Mellon Corp | 42,581 | $2.77M | 0.00% | −42,951−50.2% | Reduced |
| ForthRight Wealth Management, LLC | 34,596 | $2.25M | 0.75% | +29,077+526.9% | Added |
| Nuveen Asset Management, LLC | 33,767 | $2.20M | 0.00% | +13,170+63.9% | Added |
| Trexquant Investment LP | 33,743 | $2.20M | 0.03% | +33,743 | New |
| Raymond James Financial Inc | 32,863 | $2.14M | 0.00% | +32,863 | New |
| Price T Rowe Associates Inc | 30,644 | $2.00M | 0.00% | +16,385+114.9% | Added |
| Squarepoint Ops LLC | 29,394 | $1.91M | 0.00% | +894+3.1% | Added |
| Evergreen Capital Management LLC | 27,506 | $1.79M | 0.06% | +27,506 | New |
| Barclays PLC | 26,212 | $1.71M | 0.00% | +13,775+110.8% | Added |
| Exchange Traded Concepts, LLC | 24,874 | $1.62M | 0.03% | +24,874 | New |
| Bank of America Corp | 20,508 | $1.33M | 0.00% | −30,893−60.1% | Reduced |
| Invictus Private Wealth, LLC | 20,152 | $1.31M | 0.10% | +14,922+285.3% | Added |
| M&T Bank Corp | 19,323 | $1.26M | 0.00% | +4,300+28.6% | Added |
| Rhumbline Advisers | 18,969 | $1.23M | 0.00% | +9,149+93.2% | Added |
| Norges Bank | 15,516 | $1.01M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 13,400 | $872.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 12,860 | $836.9K | 0.00% | +4,836+60.3% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $829.8K | 0.03% | −1,750−12.1% | Reduced |
| Main Management ETF Advisors, LLC | 11,392 | $741.0K | 0.03% | −1,024−8.2% | Reduced |
| BNP Paribas Arbitrage, SA | 11,119 | $723.6K | 0.00% | +4,476+67.4% | Added |
| Deutsche Bank AG | 10,317 | $671.4K | 0.00% | +5,946+136.0% | Added |
| Malaga Cove Capital, LLC | 10,285 | $669.3K | 0.26% | +10,285 | New |
| MetLife Investment Management | 9,527 | $620.0K | 0.00% | +5,035+112.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,879 | $577.8K | 0.00% | +4,718+113.4% | Added |
| Wells Fargo & Company | 8,860 | $576.6K | 0.00% | +4,672+111.6% | Added |
| Legal & General Group Plc | 8,617 | $560.8K | 0.00% | −16,553−65.8% | Reduced |
| Royal Bank of Canada | 8,407 | $547.0K | 0.00% | +6,837+435.5% | Added |
| Nemes Rush Group LLC | 8,001 | $520.7K | 0.06% | +8,001 | New |
| Manufacturers Life Insurance Company, The | 7,823 | $509.1K | 0.00% | +2,956+60.7% | Added |
| Corebridge Financial, Inc. | 7,771 | $505.7K | 0.00% | +3,698+90.8% | Added |
| XTX Topco Ltd | 7,123 | $463.6K | 0.04% | −13,023−64.6% | Reduced |
| California State Teachers Retirement System | 7,048 | $458.7K | 0.00% | +532+8.2% | Added |
| SG Americas Securities, LLC | 6,863 | $447.0K | 0.00% | +4,329+170.8% | Added |
| Susquehanna International Group, LLP | 6,826 | $444.2K | 0.00% | +6,826 | New |
| UBS Asset Management Americas Inc | 5,844 | $380.3K | 0.00% | +837+16.7% | Added |
| Weiss Asset Management LP | 5,500 | $357.9K | 0.01% | −2,500−31.3% | Reduced |
| PDT Partners, LLC | 5,232 | $340.5K | 0.03% | +5,232 | New |
| Invesco Ltd. | 5,182 | $337.2K | 0.00% | +1,261+32.2% | Added |
| Cresset Asset Management, LLC | 4,752 | $309.3K | 0.00% | +4,752 | New |
| Private Capital Management LLC | 4,455 | $289.9K | 0.06% | −2,764−38.3% | Reduced |
| ProShare Advisors LLC | 4,401 | $286.4K | 0.00% | +4,401 | New |
| Voya Investment Management LLC | 4,373 | $284.6K | 0.00% | +4,373 | New |
| Virtu Financial LLC | 4,304 | $280.0K | 0.01% | +4,304 | New |
| Parallel Advisors, LLC | 3,871 | $251.9K | 0.01% | +3,871 | New |
| Intech Investment Management LLC | 3,735 | $243.1K | 0.00% | +3,735 | New |
| Wilkins Investment Counsel Inc | 3,730 | $242.7K | 0.04% | +3,730 | New |
| Wolverine Trading, LLC | 3,717 | $241.4K | 0.01% | +3,717 | New |
| Luxor Capital Group, LP | 3,450 | $224.5K | 0.03% | +3,450 | New |
| Police & Firemen's Retirement System of New Jersey | 3,232 | $210.3K | 0.00% | +3,232 | New |
| New York State Common Retirement Fund | 3,100 | $201.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,096 | $201.5K | 0.00% | +764+32.8% | Added |
| Pittenger & Anderson Inc | 2,340 | $152.3K | 0.01% | +2,340 | New |
| Sandia Investment Management LP | 2,000 | $130.2K | 0.25% | −1,500−42.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,635 | $106.4K | 0.00% | +889+119.2% | Added |
| STRS Ohio | 1,400 | $91.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,400 | $91.1K | 0.00% | +1,400 | New |
| Tortoise Investment Management, LLC | 1,136 | $73.9K | 0.01% | −568−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,072 | $69.8K | 0.00% | +164+18.1% | Added |
| Simplex Trading, LLC | 1,021 | $66.0K | 0.00% | −262−20.4% | Reduced |
| Federated Hermes, Inc. | 685 | $44.6K | 0.00% | −5,315−88.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 494 | $32.1K | 0.03% | +494 | New |
| Amalgamated Bank | 264 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 238 | $15.5K | 0.00% | −26,731−99.1% | Reduced |
| Venturi Wealth Management, LLC | 176 | $11.5K | 0.00% | +176 | New |
| Emerald Advisers, LLC | 155 | $10.1K | 0.00% | −65,578−99.8% | Reduced |