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, Q2 2025
Institutional positions in Ibotta, Inc. as of Jun 30, 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
- 129
- +20 vs. Q1 2025
- Shares held
- 18.5M
- +276.0K (+1.5%) vs. Q1 2025
- Total value
- $677.3M
- −$92.0M (−12.0%) vs. Q1 2025
- New holders
- 33
- 40 more added
- Sold out
- 13
- 44 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $160.6M | 23.23% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,449,524 | $53.1M | 0.05% | −1,148,017−44.2% | Reduced |
| Vanguard Group Inc | 1,338,869 | $49.0M | 0.00% | −146,958−9.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,113,165 | $40.7M | 0.03% | +69,407+6.6% | Added |
| Nikko Asset Management Americas, Inc. | 1,107,338 | $40.5M | 0.40% | +53,820+5.1% | Added |
| Citadel Advisors LLC | 1,071,152 | $39.2M | 0.03% | +992,278+1,258.1% | Added |
| BlackRock, Inc. | 895,084 | $32.8M | 0.00% | −112,413−11.2% | Reduced |
| Southpoint Capital Advisors LP | 700,000 | $25.6M | 0.64% | −836,500−54.4% | Reduced |
| JPMorgan Chase & Co | 654,876 | $24.0M | 0.00% | +542,313+481.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 651,487 | $23.8M | 0.17% | −52,821−7.5% | Reduced |
| Notable Capital Management, L.L.C. | 405,782 | $14.9M | 21.47% | −93,589−18.7% | Reduced |
| Citigroup Inc | 337,154 | $12.3M | 0.01% | +2,694+0.8% | Added |
| BNP Paribas Arbitrage, SA | 331,101 | $12.1M | 0.01% | +24,371+7.9% | Added |
| Ameriprise Financial Inc | 322,567 | $11.8M | 0.00% | +5,514+1.7% | Added |
| State Street Corp | 294,044 | $10.8M | 0.00% | −1,749−0.6% | Reduced |
| UBS Group AG | 274,123 | $10.0M | 0.00% | +63,262+30.0% | Added |
| Renaissance Technologies LLC | 244,000 | $8.93M | 0.01% | +162,300+198.7% | Added |
| Marshall Wace, LLP | 229,419 | $8.40M | 0.01% | +229,419 | New |
| Geode Capital Management, LLC | 225,990 | $8.27M | 0.00% | −26,831−10.6% | Reduced |
| Millennium Management LLC | 213,378 | $7.81M | 0.01% | +213,378 | New |
| Primecap Management Co | 119,975 | $4.39M | 0.00% | −4,700−3.8% | Reduced |
| Morgan Stanley | 119,016 | $4.36M | 0.00% | −338−0.3% | Reduced |
| Northern Trust Corp | 98,665 | $3.61M | 0.00% | −16,055−14.0% | Reduced |
| HSBC Holdings PLC | 96,549 | $3.53M | 0.00% | +50,214+108.4% | Added |
| Jane Street Group, LLC | 89,714 | $3.28M | 0.01% | +89,714 | New |
| Edgestream Partners, L.P. | 74,061 | $2.71M | 0.08% | +74,061 | New |
| Charles Schwab Investment Management Inc | 68,916 | $2.52M | 0.00% | −7,177−9.4% | Reduced |
| Pacer Advisors, Inc. | 67,814 | $2.48M | 0.01% | −16,046−19.1% | Reduced |
| Wilkins Investment Counsel Inc | 66,027 | $2.42M | 0.34% | +2,300+3.6% | Added |
| Saybrook Capital | 60,258 | $2.21M | 0.62% | −9,106−13.1% | Reduced |
| Twinbeech Capital LP | 58,896 | $2.16M | 0.05% | +58,896 | New |
| Goldman Sachs Group Inc | 57,295 | $2.10M | 0.00% | −65,219−53.2% | Reduced |
| Nuveen, LLC | 54,201 | $1.98M | 0.00% | −1,253−2.3% | Reduced |
| Two Sigma Investments, LP | 52,725 | $1.93M | 0.00% | +52,725 | New |
| Bank of America Corp | 51,550 | $1.89M | 0.00% | +40,525+367.6% | Added |
| Janus Henderson Group PLC | 51,465 | $1.88M | 0.00% | +12,914+33.5% | Added |
| Walleye Capital LLC | 48,526 | $1.78M | 0.02% | +38,205+370.2% | Added |
| HRT Financial LP | 47,523 | $1.74M | 0.01% | +47,523 | New |
| UBS Asset Management Americas Inc | 43,040 | $1.58M | 0.00% | +30,450+241.9% | Added |
| Price T Rowe Associates Inc | 41,842 | $1.53M | 0.00% | +3,338+8.7% | Added |
| Magnetar Financial LLC | 38,889 | $1.42M | 0.01% | +38,889 | New |
| Bank of New York Mellon Corp | 38,292 | $1.40M | 0.00% | −3,389−8.1% | Reduced |
| EFG Asset Management (North America) Corp. | 35,982 | $1.32M | 0.19% | −273−0.8% | Reduced |
| PDT Partners, LLC | 34,970 | $1.28M | 0.07% | +34,970 | New |
| J. Goldman & Co LP | 33,336 | $1.22M | 0.04% | +33,336 | New |
| ForthRight Wealth Management, LLC | 30,296 | $1.11M | 0.35% | −4,300−12.4% | Reduced |
| Engineers Gate Manager LP | 30,210 | $1.11M | 0.01% | +30,210 | New |
| Two Sigma Advisers, LP | 30,200 | $1.11M | 0.00% | +30,200 | New |
| Verition Fund Management LLC | 28,469 | $1.04M | 0.01% | +8,615+43.4% | Added |
| Raymond James Financial Inc | 28,159 | $1.03M | 0.00% | −4,500−13.8% | Reduced |
| Point72 Asset Management, L.P. | 27,805 | $1.02M | 0.00% | +27,805 | New |
| Barclays PLC | 27,037 | $989.6K | 0.00% | +8,595+46.6% | Added |
| Susquehanna International Group, LLP | 25,579 | $936.2K | 0.00% | +6,491+34.0% | Added |
| Swiss National Bank | 25,200 | $922.3K | 0.00% | +11,800+88.1% | Added |
| Victory Capital Management Inc | 24,433 | $894.2K | 0.00% | −10,285−29.6% | Reduced |
| Norges Bank | 21,343 | $781.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,876 | $690.9K | 0.00% | −1,345−6.7% | Reduced |
| Royal Bank of Canada | 17,056 | $625.0K | 0.00% | +13,455+373.6% | Added |
| Squarepoint Ops LLC | 16,855 | $616.9K | 0.00% | −12,708−43.0% | Reduced |
| Alliancebernstein L.P. | 15,750 | $576.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 15,582 | $570.3K | 0.01% | +15,582 | New |
| STRS Ohio | 14,600 | $534.4K | 0.00% | +14,600 | New |
| Man Group plc | 14,442 | $528.6K | 0.00% | +14,442 | New |
| Invictus Private Wealth, LLC | 14,152 | $518.0K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 13,531 | $495.2K | 0.01% | −2,219−14.1% | Reduced |
| Baker Avenue Asset Management, LP | 12,750 | $466.6K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,446 | $455.5K | 0.00% | +12,446 | New |
| Legal & General Group Plc | 12,349 | $452.0K | 0.00% | +3,746+43.5% | Added |
| Jain Global LLC | 12,334 | $451.4K | 0.01% | +12,334 | New |
| American Century Companies Inc | 11,451 | $419.1K | 0.00% | −42,875−78.9% | Reduced |
| Fox Run Management, L.L.C. | 10,787 | $394.8K | 0.07% | +10,787 | New |
| Advisory Services Network, LLC | 10,659 | $387.5K | 0.01% | −740−6.5% | Reduced |
| Fermata Advisors, LLC | 10,410 | $381.0K | 0.10% | +10,410 | New |
| Deutsche Bank AG | 10,169 | $372.2K | 0.00% | −861−7.8% | Reduced |
| Aviva PLC | 10,125 | $370.6K | 0.00% | +33+0.3% | Added |
| Intech Investment Management LLC | 9,632 | $352.5K | 0.00% | +3,778+64.5% | Added |
| MetLife Investment Management | 9,340 | $341.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,046 | $331.1K | 0.00% | −6,525−41.9% | Reduced |
| Aigen Investment Management, LP | 8,327 | $304.8K | 0.04% | +8,327 | New |
| KLP Kapitalforvaltning AS | 8,200 | $300.1K | 0.00% | +6,800+485.7% | Added |
| Nemes Rush Group LLC | 8,001 | $292.8K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,712 | $282.0K | 0.00% | +7,712 | New |
| Ami Asset Management Corp | 7,503 | $274.6K | 0.02% | −4,065−35.1% | Reduced |
| Invesco Ltd. | 7,454 | $272.8K | 0.00% | −508−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 7,419 | $271.5K | 0.00% | −1,943−20.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,147 | $261.6K | 0.00% | −2,247−23.9% | Reduced |
| California State Teachers Retirement System | 6,715 | $245.8K | 0.00% | −333−4.7% | Reduced |
| XTX Topco Ltd | 6,318 | $231.2K | 0.01% | −17,750−73.7% | Reduced |
| Virtu Financial LLC | 5,919 | $217.0K | 0.01% | +5,919 | New |
| Dynamic Technology Lab Private Ltd | 5,909 | $216.0K | 0.03% | +5,909 | New |
| New York State Common Retirement Fund | 4,900 | $179.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,200 | $153.7K | 0.00% | +3,600+600.0% | Added |
| Point72 (DIFC) Ltd | 4,035 | $147.7K | 0.01% | +4,035 | New |
| Parallel Advisors, LLC | 3,905 | $142.9K | 0.00% | +34+0.9% | Added |
| Tower Research Capital LLC (TRC) | 3,851 | $140.9K | 0.00% | +2,274+144.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,031 | $110.9K | 0.00% | −201−6.2% | Reduced |
| Meeder Asset Management Inc | 2,236 | $81.8K | 0.01% | −6,953−75.7% | Reduced |
| Quantbot Technologies LP | 1,798 | $65.8K | 0.00% | +1,798 | New |
| Simplex Trading, LLC | 1,795 | $65.0K | 0.00% | +1,795 | New |
| Ameritas Investment Partners, Inc. | 1,332 | $48.8K | 0.00% | −303−18.5% | Reduced |