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, Q3 2025
Institutional positions in Ibotta, Inc. as of Sep 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
- 120
- −8 vs. Q2 2025
- Shares held
- 18.4M
- −94.4K (−0.5%) vs. Q2 2025
- Total value
- $512.1M
- −$164.4M (−24.3%) vs. Q2 2025
- New holders
- 29
- 47 more added
- Sold out
- 37
- 28 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $122.2M | 16.15% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,570,896 | $43.7M | 0.00% | +232,027+17.3% | Added |
| D. E. Shaw & Co., Inc. | 1,290,546 | $35.9M | 0.03% | −158,978−11.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,281,219 | $35.7M | 0.02% | +168,054+15.1% | Added |
| Nikko Asset Management Americas, Inc. | 1,279,652 | $35.6M | 0.34% | +172,314+15.6% | Added |
| BlackRock, Inc. | 1,035,409 | $28.8M | 0.00% | +140,325+15.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 907,386 | $25.3M | 0.15% | +255,899+39.3% | Added |
| HSBC Holdings PLC | 767,956 | $21.4M | 0.01% | +671,407+695.4% | Added |
| Citigroup Inc | 641,337 | $17.9M | 0.01% | +304,183+90.2% | Added |
| JPMorgan Chase & Co | 572,090 | $15.9M | 0.00% | −82,786−12.6% | Reduced |
| Goldman Sachs Group Inc | 456,680 | $12.7M | 0.00% | +399,385+697.1% | Added |
| BNP Paribas Arbitrage, SA | 407,936 | $11.4M | 0.01% | +76,835+23.2% | Added |
| Notable Capital Management, L.L.C. | 367,032 | $10.2M | 13.03% | −38,750−9.5% | Reduced |
| Morgan Stanley | 326,561 | $9.09M | 0.00% | +207,545+174.4% | Added |
| Geode Capital Management, LLC | 324,479 | $9.04M | 0.00% | +98,489+43.6% | Added |
| State Street Corp | 308,472 | $8.59M | 0.00% | +14,428+4.9% | Added |
| UBS Group AG | 227,901 | $6.35M | 0.00% | −46,222−16.9% | Reduced |
| Ameriprise Financial Inc | 190,612 | $5.31M | 0.00% | −131,955−40.9% | Reduced |
| Citadel Advisors LLC | 164,556 | $4.58M | 0.00% | −906,596−84.6% | Reduced |
| Northern Trust Corp | 153,678 | $4.28M | 0.00% | +55,013+55.8% | Added |
| Primecap Management Co | 150,165 | $4.18M | 0.00% | +30,190+25.2% | Added |
| Renaissance Technologies LLC | 147,800 | $4.12M | 0.01% | −96,200−39.4% | Reduced |
| Marshall Wace, LLP | 125,165 | $3.49M | 0.00% | −104,254−45.4% | Reduced |
| Charles Schwab Investment Management Inc | 104,227 | $2.90M | 0.00% | +35,311+51.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 88,641 | $2.47M | 0.04% | +88,641 | New |
| Wilkins Investment Counsel Inc | 66,027 | $1.84M | 0.26% | 00.0% | Unchanged |
| Saybrook Capital | 60,258 | $1.68M | 0.44% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 56,368 | $1.57M | 0.01% | +56,368 | New |
| Bank of America Corp | 56,144 | $1.56M | 0.00% | +4,594+8.9% | Added |
| Nuveen, LLC | 54,730 | $1.52M | 0.00% | +529+1.0% | Added |
| Victory Capital Management Inc | 51,854 | $1.44M | 0.00% | +27,421+112.2% | Added |
| United Capital Financial Advisers, LLC | 44,548 | $1.24M | 0.01% | +44,548 | New |
| Price T Rowe Associates Inc | 43,258 | $1.21M | 0.00% | +1,416+3.4% | Added |
| Bank of New York Mellon Corp | 40,329 | $1.12M | 0.00% | +2,037+5.3% | Added |
| Voleon Capital Management LP | 37,503 | $1.04M | 0.03% | +37,503 | New |
| Penserra Capital Management LLC | 33,207 | $924.0K | 0.01% | +33,207 | New |
| ForthRight Wealth Management, LLC | 30,296 | $843.7K | 0.25% | 00.0% | Unchanged |
| Swiss National Bank | 27,000 | $752.0K | 0.00% | +1,800+7.1% | Added |
| Squarepoint Ops LLC | 25,848 | $719.9K | 0.00% | +8,993+53.4% | Added |
| Royal Bank of Canada | 25,019 | $697.0K | 0.00% | +7,963+46.7% | Added |
| STRS Ohio | 21,800 | $607.1K | 0.00% | +7,200+49.3% | Added |
| AQR Capital Management LLC | 20,861 | $581.0K | 0.00% | +8,415+67.6% | Added |
| Barclays PLC | 19,984 | $556.6K | 0.00% | −7,053−26.1% | Reduced |
| Rhumbline Advisers | 19,256 | $536.3K | 0.00% | +380+2.0% | Added |
| Verition Fund Management LLC | 18,549 | $516.6K | 0.00% | −9,920−34.8% | Reduced |
| Aviva PLC | 18,308 | $509.9K | 0.00% | +8,183+80.8% | Added |
| Quadrature Capital Ltd | 18,171 | $505.7K | 0.01% | +18,171 | New |
| UBS Asset Management Americas Inc | 16,914 | $471.1K | 0.00% | −26,126−60.7% | Reduced |
| Numerai GP LLC | 14,911 | $415.3K | 0.06% | +14,911 | New |
| Voya Investment Management LLC | 14,703 | $409.5K | 0.00% | +14,703 | New |
| Invictus Private Wealth, LLC | 14,152 | $394.1K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,461 | $374.9K | 0.00% | +1,112+9.0% | Added |
| California State Teachers Retirement System | 12,881 | $358.7K | 0.00% | +6,166+91.8% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $355.1K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,050 | $335.6K | 0.00% | −3,700−23.5% | Reduced |
| KLP Kapitalforvaltning AS | 11,900 | $331.4K | 0.00% | +3,700+45.1% | Added |
| Wells Fargo & Company | 11,343 | $315.9K | 0.00% | +2,297+25.4% | Added |
| Jane Street Group, LLC | 11,236 | $312.9K | 0.00% | −78,478−87.5% | Reduced |
| Russell Investments Group, Ltd. | 10,790 | $300.5K | 0.00% | +10,677+9,448.7% | Added |
| Deutsche Bank AG | 10,420 | $290.2K | 0.00% | +251+2.5% | Added |
| Fermata Advisors, LLC | 10,410 | $289.9K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,925 | $276.4K | 0.00% | −734−6.9% | Reduced |
| Dimensional Fund Advisors LP | 9,362 | $260.7K | 0.00% | +9,362 | New |
| MetLife Investment Management | 9,340 | $260.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 8,834 | $246.0K | 0.10% | +8,834 | New |
| Brevan Howard Capital Management LP | 8,274 | $230.4K | 0.00% | +8,274 | New |
| Axq Capital, LP | 8,002 | $222.9K | 0.09% | +8,002 | New |
| Nemes Rush Group LLC | 8,001 | $222.8K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,803 | $217.3K | 0.01% | +7,803 | New |
| Invesco Ltd. | 7,311 | $203.6K | 0.00% | −143−1.9% | Reduced |
| Franklin Resources Inc | 7,252 | $202.0K | 0.00% | +7,252 | New |
| SG Americas Securities, LLC | 6,849 | $191.0K | 0.00% | +6,849 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $189.4K | 0.00% | +2,600+61.9% | Added |
| Acadian Asset Management LLC | 6,834 | $189.0K | 0.00% | −878−11.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,488 | $180.7K | 0.00% | −659−9.2% | Reduced |
| New York State Common Retirement Fund | 4,900 | $136.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $110.1K | 0.00% | +923+30.5% | Added |
| Parallel Advisors, LLC | 3,862 | $107.6K | 0.00% | −43−1.1% | Reduced |
| Quantbot Technologies LP | 2,420 | $67.4K | 0.00% | +622+34.6% | Added |
| Simplex Trading, LLC | 2,304 | $64.0K | 0.00% | +509+28.4% | Added |
| Group One Trading, L.P. | 1,688 | $47.0K | 0.00% | +1,688 | New |
| Advisor Group Holdings, Inc. | 1,559 | $43.7K | 0.00% | +1,132+265.1% | Added |
| CWM, LLC | 1,422 | $40.0K | 0.00% | +479+50.8% | Added |
| Ameritas Investment Partners, Inc. | 1,332 | $37.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,000 | $27.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 815 | $22.0K | 0.00% | +815 | New |
| Federated Hermes, Inc. | 764 | $21.3K | 0.00% | +540+241.1% | Added |
| Tower Research Capital LLC (TRC) | 752 | $20.9K | 0.00% | −3,099−80.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 632 | $17.6K | 0.01% | +150+31.1% | Added |
| Abound Wealth Management | 604 | $16.8K | 0.00% | +604 | New |
| Tortoise Investment Management, LLC | 568 | $15.8K | 0.00% | −568−50.0% | Reduced |
| Amalgamated Bank | 541 | $15.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 395 | $11.0K | 0.00% | −614−60.9% | Reduced |
| US Bancorp | 221 | $6.16K | 0.00% | +48+27.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 230 | $6.00K | 0.00% | +91+65.5% | Added |
| Versant Capital Management, Inc | 164 | $4.57K | 0.00% | +164 | New |
| Northwestern Mutual Wealth Management Co | 150 | $4.18K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 145 | $4.04K | 0.00% | −547−79.0% | Reduced |
| SBI Securities Co., Ltd. | 116 | $3.23K | 0.00% | +105+954.5% | Added |
| True Wealth Design, LLC | 109 | $3.04K | 0.00% | +109 | New |