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 |
|---|---|---|---|---|---|
| Wilkins Investment Counsel Inc | 66,027 | $2.42M | 0.34% | +2,300+3.6% | Added |
| Pacer Advisors, Inc. | 67,814 | $2.48M | 0.01% | −16,046−19.1% | Reduced |
| Charles Schwab Investment Management Inc | 68,916 | $2.52M | 0.00% | −7,177−9.4% | Reduced |
| Edgestream Partners, L.P. | 74,061 | $2.71M | 0.08% | +74,061 | New |
| Jane Street Group, LLC | 89,714 | $3.28M | 0.01% | +89,714 | New |
| HSBC Holdings PLC | 96,549 | $3.53M | 0.00% | +50,214+108.4% | Added |
| Northern Trust Corp | 98,665 | $3.61M | 0.00% | −16,055−14.0% | Reduced |
| Morgan Stanley | 119,016 | $4.36M | 0.00% | −338−0.3% | Reduced |
| Primecap Management Co | 119,975 | $4.39M | 0.00% | −4,700−3.8% | Reduced |
| Millennium Management LLC | 213,378 | $7.81M | 0.01% | +213,378 | New |
| Geode Capital Management, LLC | 225,990 | $8.27M | 0.00% | −26,831−10.6% | Reduced |
| Marshall Wace, LLP | 229,419 | $8.40M | 0.01% | +229,419 | New |
| Renaissance Technologies LLC | 244,000 | $8.93M | 0.01% | +162,300+198.7% | Added |
| UBS Group AG | 274,123 | $10.0M | 0.00% | +63,262+30.0% | Added |
| State Street Corp | 294,044 | $10.8M | 0.00% | −1,749−0.6% | Reduced |
| Ameriprise Financial Inc | 322,567 | $11.8M | 0.00% | +5,514+1.7% | Added |
| BNP Paribas Arbitrage, SA | 331,101 | $12.1M | 0.01% | +24,371+7.9% | Added |
| Citigroup Inc | 337,154 | $12.3M | 0.01% | +2,694+0.8% | Added |
| Notable Capital Management, L.L.C. | 405,782 | $14.9M | 21.47% | −93,589−18.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 651,487 | $23.8M | 0.17% | −52,821−7.5% | Reduced |
| JPMorgan Chase & Co | 654,876 | $24.0M | 0.00% | +542,313+481.8% | Added |
| Southpoint Capital Advisors LP | 700,000 | $25.6M | 0.64% | −836,500−54.4% | Reduced |
| BlackRock, Inc. | 895,084 | $32.8M | 0.00% | −112,413−11.2% | Reduced |
| Citadel Advisors LLC | 1,071,152 | $39.2M | 0.03% | +992,278+1,258.1% | Added |
| Nikko Asset Management Americas, Inc. | 1,107,338 | $40.5M | 0.40% | +53,820+5.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,113,165 | $40.7M | 0.03% | +69,407+6.6% | Added |
| Vanguard Group Inc | 1,338,869 | $49.0M | 0.00% | −146,958−9.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,449,524 | $53.1M | 0.05% | −1,148,017−44.2% | Reduced |
| Koch, Inc. | 4,389,129 | $160.6M | 23.23% | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −9,652−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −7,658−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |