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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $183 | 0.00% | −5−50.0% | Reduced |
| Larson Financial Group LLC | 8 | $293 | 0.00% | −37−82.2% | Reduced |
| SBI Securities Co., Ltd. | 11 | $403 | 0.00% | −3−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $512 | 0.00% | +1+7.7% | Added |
| Skopos Labs, Inc. | 22 | $806 | 0.00% | −89−80.2% | Reduced |
| Sterling Capital Management LLC | 32 | $1.17K | 0.00% | +16+100.0% | Added |
| Clearstead Advisors, LLC | 44 | $1.61K | 0.00% | +44 | New |
| TFC Financial Management | 53 | $1.94K | 0.00% | +53 | New |
| Nisa Investment Advisors, LLC | 56 | $2.05K | 0.00% | −30−34.9% | Reduced |
| Jones Financial Companies LLLP | 61 | $2.25K | 0.00% | +21+52.5% | Added |
| GAMMA Investing LLC | 80 | $2.93K | 0.00% | +33+70.2% | Added |
| Allworth Financial LP | 84 | $3.08K | 0.00% | −10−10.6% | Reduced |
| Russell Investments Group, Ltd. | 113 | $4.14K | 0.00% | +66+140.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 139 | $5.00K | 0.00% | +139 | New |
| Northwestern Mutual Wealth Management Co | 150 | $5.49K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 173 | $6.33K | 0.00% | +145+517.9% | Added |
| Signaturefd, LLC | 209 | $7.65K | 0.00% | +200+2,222.2% | Added |
| Covestor Ltd | 224 | $8.00K | 0.00% | +222+11,100.0% | Added |
| Federated Hermes, Inc. | 224 | $8.20K | 0.00% | −6,516−96.7% | Reduced |
| Advisor Group Holdings, Inc. | 427 | $15.6K | 0.00% | +236+123.6% | Added |
| Caitong International Asset Management Co., Ltd | 482 | $17.6K | 0.01% | +482 | New |
| Quarry LP | 544 | $19.9K | 0.00% | +544 | New |
| Amalgamated Bank | 541 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 692 | $25.3K | 0.01% | +130+23.1% | Added |
| CWM, LLC | 943 | $35.0K | 0.00% | +653+225.2% | Added |
| Private Wealth Asset Management, LLC | 1,000 | $36.6K | 0.00% | +1,000 | New |
| FMR LLC | 1,009 | $36.9K | 0.00% | +804+392.2% | Added |
| Tortoise Investment Management, LLC | 1,136 | $41.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,332 | $48.8K | 0.00% | −303−18.5% | Reduced |
| Simplex Trading, LLC | 1,795 | $65.0K | 0.00% | +1,795 | New |
| Quantbot Technologies LP | 1,798 | $65.8K | 0.00% | +1,798 | New |
| Meeder Asset Management Inc | 2,236 | $81.8K | 0.01% | −6,953−75.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,031 | $110.9K | 0.00% | −201−6.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,851 | $140.9K | 0.00% | +2,274+144.2% | Added |
| Parallel Advisors, LLC | 3,905 | $142.9K | 0.00% | +34+0.9% | Added |
| Point72 (DIFC) Ltd | 4,035 | $147.7K | 0.01% | +4,035 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,200 | $153.7K | 0.00% | +3,600+600.0% | Added |
| New York State Common Retirement Fund | 4,900 | $179.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,909 | $216.0K | 0.03% | +5,909 | New |
| Virtu Financial LLC | 5,919 | $217.0K | 0.01% | +5,919 | New |
| XTX Topco Ltd | 6,318 | $231.2K | 0.01% | −17,750−73.7% | Reduced |
| California State Teachers Retirement System | 6,715 | $245.8K | 0.00% | −333−4.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,147 | $261.6K | 0.00% | −2,247−23.9% | Reduced |
| Manufacturers Life Insurance Company, The | 7,419 | $271.5K | 0.00% | −1,943−20.8% | Reduced |
| Invesco Ltd. | 7,454 | $272.8K | 0.00% | −508−6.4% | Reduced |
| Ami Asset Management Corp | 7,503 | $274.6K | 0.02% | −4,065−35.1% | Reduced |
| Acadian Asset Management LLC | 7,712 | $282.0K | 0.00% | +7,712 | New |
| Nemes Rush Group LLC | 8,001 | $292.8K | 0.03% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,200 | $300.1K | 0.00% | +6,800+485.7% | Added |
| Aigen Investment Management, LP | 8,327 | $304.8K | 0.04% | +8,327 | New |
| Wells Fargo & Company | 9,046 | $331.1K | 0.00% | −6,525−41.9% | Reduced |
| MetLife Investment Management | 9,340 | $341.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,632 | $352.5K | 0.00% | +3,778+64.5% | Added |
| Aviva PLC | 10,125 | $370.6K | 0.00% | +33+0.3% | Added |
| Deutsche Bank AG | 10,169 | $372.2K | 0.00% | −861−7.8% | Reduced |
| Fermata Advisors, LLC | 10,410 | $381.0K | 0.10% | +10,410 | New |
| Advisory Services Network, LLC | 10,659 | $387.5K | 0.01% | −740−6.5% | Reduced |
| Fox Run Management, L.L.C. | 10,787 | $394.8K | 0.07% | +10,787 | New |
| American Century Companies Inc | 11,451 | $419.1K | 0.00% | −42,875−78.9% | Reduced |
| Jain Global LLC | 12,334 | $451.4K | 0.01% | +12,334 | New |
| Legal & General Group Plc | 12,349 | $452.0K | 0.00% | +3,746+43.5% | Added |
| AQR Capital Management LLC | 12,446 | $455.5K | 0.00% | +12,446 | New |
| Baker Avenue Asset Management, LP | 12,750 | $466.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 13,531 | $495.2K | 0.01% | −2,219−14.1% | Reduced |
| Invictus Private Wealth, LLC | 14,152 | $518.0K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 14,442 | $528.6K | 0.00% | +14,442 | New |
| STRS Ohio | 14,600 | $534.4K | 0.00% | +14,600 | New |
| Cubist Systematic Strategies, LLC | 15,582 | $570.3K | 0.01% | +15,582 | New |
| Alliancebernstein L.P. | 15,750 | $576.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,855 | $616.9K | 0.00% | −12,708−43.0% | Reduced |
| Royal Bank of Canada | 17,056 | $625.0K | 0.00% | +13,455+373.6% | Added |
| Rhumbline Advisers | 18,876 | $690.9K | 0.00% | −1,345−6.7% | Reduced |
| Norges Bank | 21,343 | $781.2K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 24,433 | $894.2K | 0.00% | −10,285−29.6% | Reduced |
| Swiss National Bank | 25,200 | $922.3K | 0.00% | +11,800+88.1% | Added |
| Susquehanna International Group, LLP | 25,579 | $936.2K | 0.00% | +6,491+34.0% | Added |
| Barclays PLC | 27,037 | $989.6K | 0.00% | +8,595+46.6% | Added |
| Point72 Asset Management, L.P. | 27,805 | $1.02M | 0.00% | +27,805 | New |
| Raymond James Financial Inc | 28,159 | $1.03M | 0.00% | −4,500−13.8% | Reduced |
| Verition Fund Management LLC | 28,469 | $1.04M | 0.01% | +8,615+43.4% | Added |
| Two Sigma Advisers, LP | 30,200 | $1.11M | 0.00% | +30,200 | New |
| Engineers Gate Manager LP | 30,210 | $1.11M | 0.01% | +30,210 | New |
| ForthRight Wealth Management, LLC | 30,296 | $1.11M | 0.35% | −4,300−12.4% | Reduced |
| J. Goldman & Co LP | 33,336 | $1.22M | 0.04% | +33,336 | New |
| PDT Partners, LLC | 34,970 | $1.28M | 0.07% | +34,970 | New |
| EFG Asset Management (North America) Corp. | 35,982 | $1.32M | 0.19% | −273−0.8% | Reduced |
| Bank of New York Mellon Corp | 38,292 | $1.40M | 0.00% | −3,389−8.1% | Reduced |
| Magnetar Financial LLC | 38,889 | $1.42M | 0.01% | +38,889 | New |
| Price T Rowe Associates Inc | 41,842 | $1.53M | 0.00% | +3,338+8.7% | Added |
| UBS Asset Management Americas Inc | 43,040 | $1.58M | 0.00% | +30,450+241.9% | Added |
| HRT Financial LP | 47,523 | $1.74M | 0.01% | +47,523 | New |
| Walleye Capital LLC | 48,526 | $1.78M | 0.02% | +38,205+370.2% | Added |
| Janus Henderson Group PLC | 51,465 | $1.88M | 0.00% | +12,914+33.5% | Added |
| Bank of America Corp | 51,550 | $1.89M | 0.00% | +40,525+367.6% | Added |
| Two Sigma Investments, LP | 52,725 | $1.93M | 0.00% | +52,725 | New |
| Nuveen, LLC | 54,201 | $1.98M | 0.00% | −1,253−2.3% | Reduced |
| Goldman Sachs Group Inc | 57,295 | $2.10M | 0.00% | −65,219−53.2% | Reduced |
| Twinbeech Capital LP | 58,896 | $2.16M | 0.05% | +58,896 | New |
| Saybrook Capital | 60,258 | $2.21M | 0.62% | −9,106−13.1% | Reduced |