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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1,136 | $41.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,009 | $36.9K | 0.00% | +804+392.2% | Added |
| Private Wealth Asset Management, LLC | 1,000 | $36.6K | 0.00% | +1,000 | New |
| CWM, LLC | 943 | $35.0K | 0.00% | +653+225.2% | Added |
| Aster Capital Management (DIFC) Ltd | 692 | $25.3K | 0.01% | +130+23.1% | Added |
| Amalgamated Bank | 541 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 544 | $19.9K | 0.00% | +544 | New |
| Caitong International Asset Management Co., Ltd | 482 | $17.6K | 0.01% | +482 | New |
| Advisor Group Holdings, Inc. | 427 | $15.6K | 0.00% | +236+123.6% | Added |
| Federated Hermes, Inc. | 224 | $8.20K | 0.00% | −6,516−96.7% | Reduced |
| Covestor Ltd | 224 | $8.00K | 0.00% | +222+11,100.0% | Added |
| Signaturefd, LLC | 209 | $7.65K | 0.00% | +200+2,222.2% | Added |
| US Bancorp | 173 | $6.33K | 0.00% | +145+517.9% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $5.49K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 139 | $5.00K | 0.00% | +139 | New |
| Russell Investments Group, Ltd. | 113 | $4.14K | 0.00% | +66+140.4% | Added |
| Allworth Financial LP | 84 | $3.08K | 0.00% | −10−10.6% | Reduced |
| GAMMA Investing LLC | 80 | $2.93K | 0.00% | +33+70.2% | Added |
| Jones Financial Companies LLLP | 61 | $2.25K | 0.00% | +21+52.5% | Added |
| Nisa Investment Advisors, LLC | 56 | $2.05K | 0.00% | −30−34.9% | Reduced |
| TFC Financial Management | 53 | $1.94K | 0.00% | +53 | New |
| Clearstead Advisors, LLC | 44 | $1.61K | 0.00% | +44 | New |
| Sterling Capital Management LLC | 32 | $1.17K | 0.00% | +16+100.0% | Added |
| Skopos Labs, Inc. | 22 | $806 | 0.00% | −89−80.2% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $512 | 0.00% | +1+7.7% | Added |
| SBI Securities Co., Ltd. | 11 | $403 | 0.00% | −3−21.4% | Reduced |
| Larson Financial Group LLC | 8 | $293 | 0.00% | −37−82.2% | Reduced |
| Rothschild Investment LLC | 5 | $183 | 0.00% | −5−50.0% | Reduced |
| CVA Family Office, LLC | 1 | $37 | 0.00% | 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 |