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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $42 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 9 | $380 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $422 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $422 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 10 | $422 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 11 | $464 | 0.00% | +2+22.2% | Added |
| EverSource Wealth Advisors, LLC | 13 | $549 | 0.00% | +10+333.3% | Added |
| SBI Securities Co., Ltd. | 14 | $591 | 0.00% | −11−44.0% | Reduced |
| Sterling Capital Management LLC | 16 | $675 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $676 | 0.00% | +16 | New |
| Comerica Bank | 23 | $971 | 0.00% | +23 | New |
| US Bancorp | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $1.71K | 0.00% | +40 | New |
| Larson Financial Group LLC | 45 | $1.90K | 0.00% | +45 | New |
| GAMMA Investing LLC | 47 | $1.98K | 0.00% | −20−29.9% | Reduced |
| Russell Investments Group, Ltd. | 47 | $1.98K | 0.00% | +47 | New |
| Nisa Investment Advisors, LLC | 86 | $3.63K | 0.00% | +35+68.6% | Added |
| Allworth Financial LP | 94 | $4.56K | 0.00% | +94 | New |
| Skopos Labs, Inc. | 111 | $4.68K | 0.00% | +111 | New |
| Northwestern Mutual Wealth Management Co | 150 | $6.33K | 0.00% | +150 | New |
| Advisor Group Holdings, Inc. | 191 | $8.06K | 0.00% | +161+536.7% | Added |
| FMR LLC | 205 | $8.65K | 0.00% | −33−13.9% | Reduced |
| CWM, LLC | 290 | $12.0K | 0.00% | +247+574.4% | Added |
| Aster Capital Management (DIFC) Ltd | 562 | $18.8K | 0.00% | +562 | New |
| Amalgamated Bank | 541 | $23.0K | 0.00% | +277+104.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 600 | $25.3K | 0.00% | +600 | New |
| Tortoise Investment Management, LLC | 1,136 | $47.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,400 | $59.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,577 | $66.5K | 0.00% | +505+47.1% | Added |
| Ameritas Investment Partners, Inc. | 1,635 | $69.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,232 | $136.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,601 | $152.0K | 0.00% | −4,806−57.2% | Reduced |
| Parallel Advisors, LLC | 3,871 | $163.4K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 4,744 | $200.2K | 0.00% | +4,744 | New |
| Holocene Advisors, LP | 4,760 | $200.9K | 0.00% | −126,715−96.4% | Reduced |
| New York State Common Retirement Fund | 4,900 | $206.8K | 0.00% | +1,800+58.1% | Added |
| Intech Investment Management LLC | 5,854 | $247.0K | 0.00% | +2,119+56.7% | Added |
| Federated Hermes, Inc. | 6,740 | $284.4K | 0.00% | +6,055+883.9% | Added |
| California State Teachers Retirement System | 7,048 | $297.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,658 | $323.2K | 0.00% | −113−1.5% | Reduced |
| Invesco Ltd. | 7,962 | $336.0K | 0.00% | +2,780+53.6% | Added |
| Nemes Rush Group LLC | 8,001 | $337.6K | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 8,603 | $363.0K | 0.00% | −14−0.2% | Reduced |
| Meeder Asset Management Inc | 9,189 | $387.8K | 0.03% | +9,189 | New |
| MetLife Investment Management | 9,340 | $394.1K | 0.00% | −187−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 9,362 | $395.1K | 0.00% | +1,539+19.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,394 | $396.4K | 0.00% | +515+5.8% | Added |
| Franklin Resources Inc | 9,652 | $407.3K | 0.00% | +9,652 | New |
| Aviva PLC | 10,092 | $425.9K | 0.00% | +10,092 | New |
| Malaga Cove Capital, LLC | 10,285 | $434.0K | 0.19% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,321 | $435.5K | 0.00% | +10,321 | New |
| Quadrature Capital Ltd | 10,658 | $449.4K | 0.01% | +10,658 | New |
| Bank of America Corp | 11,025 | $465.3K | 0.00% | −9,483−46.2% | Reduced |
| Deutsche Bank AG | 11,030 | $465.5K | 0.00% | +713+6.9% | Added |
| Advisory Services Network, LLC | 11,399 | $481.0K | 0.01% | +11,399 | New |
| Dark Forest Capital Management LP | 11,550 | $487.4K | 0.02% | +11,550 | New |
| Ami Asset Management Corp | 11,568 | $488.2K | 0.03% | +11,568 | New |
| UBS Asset Management Americas Inc | 12,590 | $531.3K | 0.00% | +6,746+115.4% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $538.0K | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 13,400 | $565.5K | 0.00% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 14,152 | $597.2K | 0.05% | −6,000−29.8% | Reduced |
| Wells Fargo & Company | 15,571 | $657.1K | 0.00% | +6,711+75.7% | Added |
| 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 |
| Barclays PLC | 18,442 | $778.3K | 0.00% | −7,770−29.6% | Reduced |
| Susquehanna International Group, LLP | 19,088 | $805.5K | 0.00% | +12,262+179.6% | Added |
| Verition Fund Management LLC | 19,854 | $837.8K | 0.00% | +19,854 | New |
| Rhumbline Advisers | 20,221 | $853.3K | 0.00% | +1,252+6.6% | Added |
| Norges Bank | 21,343 | $900.7K | 0.00% | +5,827+37.6% | Added |
| XTX Topco Ltd | 24,068 | $1.02M | 0.05% | +16,945+237.9% | Added |
| Squarepoint Ops LLC | 29,563 | $1.25M | 0.00% | +169+0.6% | Added |
| Raymond James Financial Inc | 32,659 | $1.38M | 0.00% | −204−0.6% | Reduced |
| ForthRight Wealth Management, LLC | 34,596 | $1.46M | 0.49% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,718 | $1.47M | 0.00% | +34,718 | New |
| EFG Asset Management (North America) Corp. | 36,255 | $1.53M | 0.25% | −19,760−35.3% | Reduced |
| Price T Rowe Associates Inc | 38,504 | $1.63M | 0.00% | +7,860+25.6% | Added |
| Janus Henderson Group PLC | 38,551 | $1.65M | 0.00% | −588,354−93.9% | Reduced |
| Bank of New York Mellon Corp | 41,681 | $1.76M | 0.00% | −900−2.1% | Reduced |
| HSBC Holdings PLC | 46,335 | $1.95M | 0.00% | +46,335 | New |
| American Century Companies Inc | 54,326 | $2.29M | 0.00% | +11,385+26.5% | Added |
| Nuveen, LLC | 55,454 | $2.34M | 0.00% | +55,454 | New |
| Wilkins Investment Counsel Inc | 63,727 | $2.69M | 0.39% | +59,997+1,608.5% | Added |
| Saybrook Capital | 69,364 | $2.93M | 0.81% | −12,700−15.5% | Reduced |
| Charles Schwab Investment Management Inc | 76,093 | $3.21M | 0.00% | −811−1.1% | Reduced |
| Citadel Advisors LLC | 78,874 | $3.33M | 0.00% | +78,874 | New |
| Renaissance Technologies LLC | 81,700 | $3.45M | 0.01% | −34,600−29.8% | Reduced |
| Pacer Advisors, Inc. | 83,860 | $3.54M | 0.01% | +83,860 | New |
| JPMorgan Chase & Co | 112,563 | $4.75M | 0.00% | +13,191+13.3% | Added |
| Northern Trust Corp | 114,720 | $4.84M | 0.00% | −2,748−2.3% | Reduced |
| Morgan Stanley | 119,354 | $5.04M | 0.00% | −139,327−53.9% | Reduced |
| Goldman Sachs Group Inc | 122,514 | $5.17M | 0.00% | +17,421+16.6% | Added |
| Primecap Management Co | 124,675 | $5.26M | 0.00% | −2,665−2.1% | Reduced |
| UBS Group AG | 210,861 | $8.90M | 0.00% | −27,071−11.4% | Reduced |
| Capital World Investors | 250,000 | $10.6M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 252,821 | $10.7M | 0.00% | +5,362+2.2% | Added |
| State Street Corp | 295,793 | $12.5M | 0.00% | −2,044−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 306,730 | $12.9M | 0.01% | +295,611+2,658.6% | Added |
| Ameriprise Financial Inc | 317,053 | $13.4M | 0.00% | +132,407+71.7% | Added |