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, Q1 2025
Institutional positions in Ibotta, Inc. as of Mar 31, 2025. 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
- 110
- −3 vs. Q4 2024
- Shares held
- 18.2M
- +601.0K (+3.4%) vs. Q4 2024
- Total value
- $769.3M
- −$378.0M (−32.9%) vs. Q4 2024
- New holders
- 30
- 34 more added
- Sold out
- 33
- 27 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $185.2M | 39.94% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,597,541 | $109.6M | 0.13% | −214,602−7.6% | Reduced |
| Southpoint Capital Advisors LP | 1,536,500 | $64.8M | 1.56% | +499,556+48.2% | Added |
| Vanguard Group Inc | 1,485,827 | $62.7M | 0.00% | −70,138−4.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,053,518 | $44.5M | 0.57% | +429,516+68.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,043,758 | $44.0M | 0.03% | +419,516+67.2% | Added |
| BlackRock, Inc. | 1,007,497 | $42.5M | 0.00% | −1,450−0.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 704,308 | $29.7M | 0.30% | +528,147+299.8% | Added |
| Notable Capital Management, L.L.C. | 499,371 | $21.1M | 24.94% | +499,371 | New |
| Citigroup Inc | 334,460 | $14.1M | 0.01% | +321,600+2,500.8% | Added |
| Ameriprise Financial Inc | 317,053 | $13.4M | 0.00% | +132,407+71.7% | Added |
| BNP Paribas Arbitrage, SA | 306,730 | $12.9M | 0.01% | +295,611+2,658.6% | Added |
| State Street Corp | 295,793 | $12.5M | 0.00% | −2,044−0.7% | Reduced |
| Geode Capital Management, LLC | 252,821 | $10.7M | 0.00% | +5,362+2.2% | Added |
| Capital World Investors | 250,000 | $10.6M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 210,861 | $8.90M | 0.00% | −27,071−11.4% | Reduced |
| Primecap Management Co | 124,675 | $5.26M | 0.00% | −2,665−2.1% | Reduced |
| Goldman Sachs Group Inc | 122,514 | $5.17M | 0.00% | +17,421+16.6% | Added |
| Morgan Stanley | 119,354 | $5.04M | 0.00% | −139,327−53.9% | Reduced |
| Northern Trust Corp | 114,720 | $4.84M | 0.00% | −2,748−2.3% | Reduced |
| JPMorgan Chase & Co | 112,563 | $4.75M | 0.00% | +13,191+13.3% | Added |
| Pacer Advisors, Inc. | 83,860 | $3.54M | 0.01% | +83,860 | New |
| Renaissance Technologies LLC | 81,700 | $3.45M | 0.01% | −34,600−29.8% | Reduced |
| Citadel Advisors LLC | 78,874 | $3.33M | 0.00% | +78,874 | New |
| Charles Schwab Investment Management Inc | 76,093 | $3.21M | 0.00% | −811−1.1% | Reduced |
| Saybrook Capital | 69,364 | $2.93M | 0.81% | −12,700−15.5% | Reduced |
| Wilkins Investment Counsel Inc | 63,727 | $2.69M | 0.39% | +59,997+1,608.5% | Added |
| Nuveen, LLC | 55,454 | $2.34M | 0.00% | +55,454 | New |
| American Century Companies Inc | 54,326 | $2.29M | 0.00% | +11,385+26.5% | Added |
| HSBC Holdings PLC | 46,335 | $1.95M | 0.00% | +46,335 | New |
| Bank of New York Mellon Corp | 41,681 | $1.76M | 0.00% | −900−2.1% | Reduced |
| Janus Henderson Group PLC | 38,551 | $1.65M | 0.00% | −588,354−93.9% | Reduced |
| Price T Rowe Associates Inc | 38,504 | $1.63M | 0.00% | +7,860+25.6% | Added |
| EFG Asset Management (North America) Corp. | 36,255 | $1.53M | 0.25% | −19,760−35.3% | Reduced |
| Victory Capital Management Inc | 34,718 | $1.47M | 0.00% | +34,718 | New |
| ForthRight Wealth Management, LLC | 34,596 | $1.46M | 0.49% | 00.0% | Unchanged |
| Raymond James Financial Inc | 32,659 | $1.38M | 0.00% | −204−0.6% | Reduced |
| Squarepoint Ops LLC | 29,563 | $1.25M | 0.00% | +169+0.6% | Added |
| XTX Topco Ltd | 24,068 | $1.02M | 0.05% | +16,945+237.9% | Added |
| Norges Bank | 21,343 | $900.7K | 0.00% | +5,827+37.6% | Added |
| Rhumbline Advisers | 20,221 | $853.3K | 0.00% | +1,252+6.6% | Added |
| Verition Fund Management LLC | 19,854 | $837.8K | 0.00% | +19,854 | New |
| Susquehanna International Group, LLP | 19,088 | $805.5K | 0.00% | +12,262+179.6% | Added |
| Barclays PLC | 18,442 | $778.3K | 0.00% | −7,770−29.6% | Reduced |
| Alliancebernstein L.P. | 15,750 | $664.6K | 0.00% | −105,869−87.0% | Reduced |
| Walleye Trading LLC | 15,750 | $664.6K | 0.02% | +15,750 | New |
| Wells Fargo & Company | 15,571 | $657.1K | 0.00% | +6,711+75.7% | Added |
| Invictus Private Wealth, LLC | 14,152 | $597.2K | 0.05% | −6,000−29.8% | Reduced |
| Swiss National Bank | 13,400 | $565.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12,750 | $538.0K | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 12,590 | $531.3K | 0.00% | +6,746+115.4% | Added |
| Ami Asset Management Corp | 11,568 | $488.2K | 0.03% | +11,568 | New |
| Dark Forest Capital Management LP | 11,550 | $487.4K | 0.02% | +11,550 | New |
| Advisory Services Network, LLC | 11,399 | $481.0K | 0.01% | +11,399 | New |
| Deutsche Bank AG | 11,030 | $465.5K | 0.00% | +713+6.9% | Added |
| Bank of America Corp | 11,025 | $465.3K | 0.00% | −9,483−46.2% | Reduced |
| Quadrature Capital Ltd | 10,658 | $449.4K | 0.01% | +10,658 | New |
| Walleye Capital LLC | 10,321 | $435.5K | 0.00% | +10,321 | New |
| Malaga Cove Capital, LLC | 10,285 | $434.0K | 0.19% | 00.0% | Unchanged |
| Aviva PLC | 10,092 | $425.9K | 0.00% | +10,092 | New |
| Franklin Resources Inc | 9,652 | $407.3K | 0.00% | +9,652 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,394 | $396.4K | 0.00% | +515+5.8% | Added |
| Manufacturers Life Insurance Company, The | 9,362 | $395.1K | 0.00% | +1,539+19.7% | Added |
| MetLife Investment Management | 9,340 | $394.1K | 0.00% | −187−2.0% | Reduced |
| Meeder Asset Management Inc | 9,189 | $387.8K | 0.03% | +9,189 | New |
| Legal & General Group Plc | 8,603 | $363.0K | 0.00% | −14−0.2% | Reduced |
| Nemes Rush Group LLC | 8,001 | $337.6K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 7,962 | $336.0K | 0.00% | +2,780+53.6% | Added |
| Corebridge Financial, Inc. | 7,658 | $323.2K | 0.00% | −113−1.5% | Reduced |
| California State Teachers Retirement System | 7,048 | $297.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,740 | $284.4K | 0.00% | +6,055+883.9% | Added |
| Intech Investment Management LLC | 5,854 | $247.0K | 0.00% | +2,119+56.7% | Added |
| New York State Common Retirement Fund | 4,900 | $206.8K | 0.00% | +1,800+58.1% | Added |
| Holocene Advisors, LP | 4,760 | $200.9K | 0.00% | −126,715−96.4% | Reduced |
| Voloridge Investment Management, LLC | 4,744 | $200.2K | 0.00% | +4,744 | New |
| Parallel Advisors, LLC | 3,871 | $163.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,601 | $152.0K | 0.00% | −4,806−57.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,232 | $136.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,635 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,577 | $66.5K | 0.00% | +505+47.1% | Added |
| KLP Kapitalforvaltning AS | 1,400 | $59.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,136 | $47.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 600 | $25.3K | 0.00% | +600 | New |
| Amalgamated Bank | 541 | $23.0K | 0.00% | +277+104.9% | Added |
| Aster Capital Management (DIFC) Ltd | 562 | $18.8K | 0.00% | +562 | New |
| CWM, LLC | 290 | $12.0K | 0.00% | +247+574.4% | Added |
| FMR LLC | 205 | $8.65K | 0.00% | −33−13.9% | Reduced |
| Advisor Group Holdings, Inc. | 191 | $8.06K | 0.00% | +161+536.7% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $6.33K | 0.00% | +150 | New |
| Skopos Labs, Inc. | 111 | $4.68K | 0.00% | +111 | New |
| Allworth Financial LP | 94 | $4.56K | 0.00% | +94 | New |
| Nisa Investment Advisors, LLC | 86 | $3.63K | 0.00% | +35+68.6% | Added |
| GAMMA Investing LLC | 47 | $1.98K | 0.00% | −20−29.9% | Reduced |
| Russell Investments Group, Ltd. | 47 | $1.98K | 0.00% | +47 | New |
| Larson Financial Group LLC | 45 | $1.90K | 0.00% | +45 | New |
| Jones Financial Companies LLLP | 40 | $1.71K | 0.00% | +40 | New |
| US Bancorp | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 23 | $971 | 0.00% | +23 | New |
| True Wealth Design, LLC | 16 | $676 | 0.00% | +16 | New |
| Sterling Capital Management LLC | 16 | $675 | 0.00% | 00.0% | Unchanged |