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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| CVA Family Office, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $65 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 3 | $195 | 0.00% | +3 | New |
| Global Trust Asset Management, LLC | 7 | $456 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $586 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $651 | 0.00% | +10 | New |
| Sterling Capital Management LLC | 16 | $1.04K | 0.00% | +8+100.0% | Added |
| Quarry LP | 17 | $1.11K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 25 | $1.63K | 0.00% | +25 | New |
| US Bancorp | 28 | $1.82K | 0.00% | +28 | New |
| Advisor Group Holdings, Inc. | 30 | $1.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $3.00K | 0.00% | +23+115.0% | Added |
| Nisa Investment Advisors, LLC | 51 | $3.32K | 0.00% | +14+37.8% | Added |
| GAMMA Investing LLC | 67 | $4.36K | 0.00% | +5+8.1% | Added |
| Fairfield Financial Advisors, LTD | 85 | $5.53K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 155 | $10.1K | 0.00% | −65,578−99.8% | Reduced |
| Venturi Wealth Management, LLC | 176 | $11.5K | 0.00% | +176 | New |
| FMR LLC | 238 | $15.5K | 0.00% | −26,731−99.1% | Reduced |
| Amalgamated Bank | 264 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 494 | $32.1K | 0.03% | +494 | New |
| Federated Hermes, Inc. | 685 | $44.6K | 0.00% | −5,315−88.6% | Reduced |
| Simplex Trading, LLC | 1,021 | $66.0K | 0.00% | −262−20.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,072 | $69.8K | 0.00% | +164+18.1% | Added |
| Tortoise Investment Management, LLC | 1,136 | $73.9K | 0.01% | −568−33.3% | Reduced |
| STRS Ohio | 1,400 | $91.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,400 | $91.1K | 0.00% | +1,400 | New |
| Ameritas Investment Partners, Inc. | 1,635 | $106.4K | 0.00% | +889+119.2% | Added |
| Sandia Investment Management LP | 2,000 | $130.2K | 0.25% | −1,500−42.9% | Reduced |
| Pittenger & Anderson Inc | 2,340 | $152.3K | 0.01% | +2,340 | New |
| The PNC Financial Services Group, Inc. | 3,096 | $201.5K | 0.00% | +764+32.8% | Added |
| New York State Common Retirement Fund | 3,100 | $201.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,232 | $210.3K | 0.00% | +3,232 | New |
| Luxor Capital Group, LP | 3,450 | $224.5K | 0.03% | +3,450 | New |
| Wolverine Trading, LLC | 3,717 | $241.4K | 0.01% | +3,717 | New |
| Wilkins Investment Counsel Inc | 3,730 | $242.7K | 0.04% | +3,730 | New |
| Intech Investment Management LLC | 3,735 | $243.1K | 0.00% | +3,735 | New |
| Parallel Advisors, LLC | 3,871 | $251.9K | 0.01% | +3,871 | New |
| Virtu Financial LLC | 4,304 | $280.0K | 0.01% | +4,304 | New |
| Voya Investment Management LLC | 4,373 | $284.6K | 0.00% | +4,373 | New |
| ProShare Advisors LLC | 4,401 | $286.4K | 0.00% | +4,401 | New |
| Private Capital Management LLC | 4,455 | $289.9K | 0.06% | −2,764−38.3% | Reduced |
| Cresset Asset Management, LLC | 4,752 | $309.3K | 0.00% | +4,752 | New |
| Invesco Ltd. | 5,182 | $337.2K | 0.00% | +1,261+32.2% | Added |
| PDT Partners, LLC | 5,232 | $340.5K | 0.03% | +5,232 | New |
| Weiss Asset Management LP | 5,500 | $357.9K | 0.01% | −2,500−31.3% | Reduced |
| UBS Asset Management Americas Inc | 5,844 | $380.3K | 0.00% | +837+16.7% | Added |
| Susquehanna International Group, LLP | 6,826 | $444.2K | 0.00% | +6,826 | New |
| SG Americas Securities, LLC | 6,863 | $447.0K | 0.00% | +4,329+170.8% | Added |
| California State Teachers Retirement System | 7,048 | $458.7K | 0.00% | +532+8.2% | Added |
| XTX Topco Ltd | 7,123 | $463.6K | 0.04% | −13,023−64.6% | Reduced |
| Corebridge Financial, Inc. | 7,771 | $505.7K | 0.00% | +3,698+90.8% | Added |
| Manufacturers Life Insurance Company, The | 7,823 | $509.1K | 0.00% | +2,956+60.7% | Added |
| Nemes Rush Group LLC | 8,001 | $520.7K | 0.06% | +8,001 | New |
| Royal Bank of Canada | 8,407 | $547.0K | 0.00% | +6,837+435.5% | Added |
| Legal & General Group Plc | 8,617 | $560.8K | 0.00% | −16,553−65.8% | Reduced |
| Wells Fargo & Company | 8,860 | $576.6K | 0.00% | +4,672+111.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,879 | $577.8K | 0.00% | +4,718+113.4% | Added |
| MetLife Investment Management | 9,527 | $620.0K | 0.00% | +5,035+112.1% | Added |
| Malaga Cove Capital, LLC | 10,285 | $669.3K | 0.26% | +10,285 | New |
| Deutsche Bank AG | 10,317 | $671.4K | 0.00% | +5,946+136.0% | Added |
| BNP Paribas Arbitrage, SA | 11,119 | $723.6K | 0.00% | +4,476+67.4% | Added |
| Main Management ETF Advisors, LLC | 11,392 | $741.0K | 0.03% | −1,024−8.2% | Reduced |
| Baker Avenue Asset Management, LP | 12,750 | $829.8K | 0.03% | −1,750−12.1% | Reduced |
| Citigroup Inc | 12,860 | $836.9K | 0.00% | +4,836+60.3% | Added |
| Swiss National Bank | 13,400 | $872.1K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 15,516 | $1.01M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,969 | $1.23M | 0.00% | +9,149+93.2% | Added |
| M&T Bank Corp | 19,323 | $1.26M | 0.00% | +4,300+28.6% | Added |
| Invictus Private Wealth, LLC | 20,152 | $1.31M | 0.10% | +14,922+285.3% | Added |
| Bank of America Corp | 20,508 | $1.33M | 0.00% | −30,893−60.1% | Reduced |
| Exchange Traded Concepts, LLC | 24,874 | $1.62M | 0.03% | +24,874 | New |
| Barclays PLC | 26,212 | $1.71M | 0.00% | +13,775+110.8% | Added |
| Evergreen Capital Management LLC | 27,506 | $1.79M | 0.06% | +27,506 | New |
| Squarepoint Ops LLC | 29,394 | $1.91M | 0.00% | +894+3.1% | Added |
| Price T Rowe Associates Inc | 30,644 | $2.00M | 0.00% | +16,385+114.9% | Added |
| Raymond James Financial Inc | 32,863 | $2.14M | 0.00% | +32,863 | New |
| Trexquant Investment LP | 33,743 | $2.20M | 0.03% | +33,743 | New |
| Nuveen Asset Management, LLC | 33,767 | $2.20M | 0.00% | +13,170+63.9% | Added |
| ForthRight Wealth Management, LLC | 34,596 | $2.25M | 0.75% | +29,077+526.9% | Added |
| Bank of New York Mellon Corp | 42,581 | $2.77M | 0.00% | −42,951−50.2% | Reduced |
| American Century Companies Inc | 42,941 | $2.79M | 0.00% | +36,540+570.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 50,000 | $3.25M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 53,753 | $3.50M | 0.00% | −29,206−35.2% | Reduced |
| EFG Asset Management (North America) Corp. | 56,015 | $3.64M | 0.50% | +26,065+87.0% | Added |
| HBK Investments L P | 60,000 | $3.90M | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 76,904 | $5.00M | 0.00% | +19,733+34.5% | Added |
| Findell Capital Management LLC | 80,000 | $5.21M | 2.38% | +15,000+23.1% | Added |
| Saybrook Capital | 82,064 | $5.34M | 1.43% | +82,064 | New |
| JPMorgan Chase & Co | 99,372 | $6.47M | 0.00% | +93,498+1,591.7% | Added |
| Goldman Sachs Group Inc | 105,093 | $6.84M | 0.00% | +77,393+279.4% | Added |
| Yost Capital Management, LP | 106,000 | $6.90M | 7.67% | +106,000 | New |
| Renaissance Technologies LLC | 116,300 | $7.57M | 0.01% | +8,300+7.7% | Added |
| Northern Trust Corp | 117,468 | $7.64M | 0.00% | +48,449+70.2% | Added |
| Alliancebernstein L.P. | 121,619 | $7.91M | 0.00% | +112,824+1,282.8% | Added |
| Primecap Management Co | 127,340 | $8.29M | 0.01% | −16,330−11.4% | Reduced |
| Holocene Advisors, LP | 131,475 | $8.56M | 0.03% | +6,475+5.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 176,161 | $11.5M | 0.10% | +94,522+115.8% | Added |
| Ameriprise Financial Inc | 184,646 | $12.0M | 0.00% | +3,070+1.7% | Added |
| ArrowMark Colorado Holdings LLC | 227,931 | $14.8M | 0.20% | +10,544+4.9% | Added |