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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −223−99.6% | Reduced |
| CVA Family Office, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $84 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $111 | 0.00% | −4−50.0% | Reduced |
| Farther Finance Advisors, LLC | 5 | $139 | 0.00% | +5 | New |
| The PNC Financial Services Group, Inc. | 6 | $167 | 0.00% | +6 | New |
| Allworth Financial LP | 6 | $168 | 0.00% | −78−92.9% | Reduced |
| Nisa Investment Advisors, LLC | 8 | $223 | 0.00% | −48−85.7% | Reduced |
| NBC Securities, Inc. | 10 | $278 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $278 | 0.00% | +10 | New |
| GAMMA Investing LLC | 25 | $696 | 0.00% | −55−68.8% | Reduced |
| Sterling Capital Management LLC | 34 | $947 | 0.00% | +2+6.3% | Added |
| Golden State Wealth Management, LLC | 51 | $1.42K | 0.00% | +51 | New |
| Clearstead Advisors, LLC | 57 | $1.59K | 0.00% | +13+29.5% | Added |
| Jones Financial Companies LLLP | 61 | $1.66K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 85 | $2.00K | 0.00% | +85 | New |
| EverSource Wealth Advisors, LLC | 83 | $2.31K | 0.00% | +69+492.9% | Added |
| Signaturefd, LLC | 88 | $2.45K | 0.00% | −121−57.9% | Reduced |
| Optiver Holding B.V. | 92 | $2.56K | 0.00% | +92 | New |
| Essential Partners LLC | 99 | $2.76K | 0.00% | +99 | New |
| True Wealth Design, LLC | 109 | $3.04K | 0.00% | +109 | New |
| SBI Securities Co., Ltd. | 116 | $3.23K | 0.00% | +105+954.5% | Added |
| Aster Capital Management (DIFC) Ltd | 145 | $4.04K | 0.00% | −547−79.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 150 | $4.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 164 | $4.57K | 0.00% | +164 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 230 | $6.00K | 0.00% | +91+65.5% | Added |
| US Bancorp | 221 | $6.16K | 0.00% | +48+27.7% | Added |
| FMR LLC | 395 | $11.0K | 0.00% | −614−60.9% | Reduced |
| Amalgamated Bank | 541 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 568 | $15.8K | 0.00% | −568−50.0% | Reduced |
| Abound Wealth Management | 604 | $16.8K | 0.00% | +604 | New |
| Caitong International Asset Management Co., Ltd | 632 | $17.6K | 0.01% | +150+31.1% | Added |
| Tower Research Capital LLC (TRC) | 752 | $20.9K | 0.00% | −3,099−80.5% | Reduced |
| Federated Hermes, Inc. | 764 | $21.3K | 0.00% | +540+241.1% | Added |
| State of Alaska, Department of Revenue | 815 | $22.0K | 0.00% | +815 | New |
| Private Wealth Asset Management, LLC | 1,000 | $27.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,332 | $37.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,422 | $40.0K | 0.00% | +479+50.8% | Added |
| Advisor Group Holdings, Inc. | 1,559 | $43.7K | 0.00% | +1,132+265.1% | Added |
| Group One Trading, L.P. | 1,688 | $47.0K | 0.00% | +1,688 | New |
| Simplex Trading, LLC | 2,304 | $64.0K | 0.00% | +509+28.4% | Added |
| Quantbot Technologies LP | 2,420 | $67.4K | 0.00% | +622+34.6% | Added |
| Parallel Advisors, LLC | 3,862 | $107.6K | 0.00% | −43−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $110.1K | 0.00% | +923+30.5% | Added |
| New York State Common Retirement Fund | 4,900 | $136.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,488 | $180.7K | 0.00% | −659−9.2% | Reduced |
| Acadian Asset Management LLC | 6,834 | $189.0K | 0.00% | −878−11.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $189.4K | 0.00% | +2,600+61.9% | Added |
| SG Americas Securities, LLC | 6,849 | $191.0K | 0.00% | +6,849 | New |
| Franklin Resources Inc | 7,252 | $202.0K | 0.00% | +7,252 | New |
| Invesco Ltd. | 7,311 | $203.6K | 0.00% | −143−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,803 | $217.3K | 0.01% | +7,803 | New |
| Nemes Rush Group LLC | 8,001 | $222.8K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 8,002 | $222.9K | 0.09% | +8,002 | New |
| Brevan Howard Capital Management LP | 8,274 | $230.4K | 0.00% | +8,274 | New |
| EntryPoint Capital, LLC | 8,834 | $246.0K | 0.10% | +8,834 | New |
| MetLife Investment Management | 9,340 | $260.1K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 9,362 | $260.7K | 0.00% | +9,362 | New |
| Advisory Services Network, LLC | 9,925 | $276.4K | 0.00% | −734−6.9% | Reduced |
| Fermata Advisors, LLC | 10,410 | $289.9K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,420 | $290.2K | 0.00% | +251+2.5% | Added |
| Russell Investments Group, Ltd. | 10,790 | $300.5K | 0.00% | +10,677+9,448.7% | Added |
| Jane Street Group, LLC | 11,236 | $312.9K | 0.00% | −78,478−87.5% | Reduced |
| Wells Fargo & Company | 11,343 | $315.9K | 0.00% | +2,297+25.4% | Added |
| KLP Kapitalforvaltning AS | 11,900 | $331.4K | 0.00% | +3,700+45.1% | Added |
| Alliancebernstein L.P. | 12,050 | $335.6K | 0.00% | −3,700−23.5% | Reduced |
| Baker Avenue Asset Management, LP | 12,750 | $355.1K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 12,881 | $358.7K | 0.00% | +6,166+91.8% | Added |
| Legal & General Group Plc | 13,461 | $374.9K | 0.00% | +1,112+9.0% | Added |
| Invictus Private Wealth, LLC | 14,152 | $394.1K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,703 | $409.5K | 0.00% | +14,703 | New |
| Numerai GP LLC | 14,911 | $415.3K | 0.06% | +14,911 | New |
| UBS Asset Management Americas Inc | 16,914 | $471.1K | 0.00% | −26,126−60.7% | Reduced |
| Quadrature Capital Ltd | 18,171 | $505.7K | 0.01% | +18,171 | New |
| Aviva PLC | 18,308 | $509.9K | 0.00% | +8,183+80.8% | Added |
| Verition Fund Management LLC | 18,549 | $516.6K | 0.00% | −9,920−34.8% | Reduced |
| Rhumbline Advisers | 19,256 | $536.3K | 0.00% | +380+2.0% | Added |
| Barclays PLC | 19,984 | $556.6K | 0.00% | −7,053−26.1% | Reduced |
| AQR Capital Management LLC | 20,861 | $581.0K | 0.00% | +8,415+67.6% | Added |
| STRS Ohio | 21,800 | $607.1K | 0.00% | +7,200+49.3% | Added |
| Royal Bank of Canada | 25,019 | $697.0K | 0.00% | +7,963+46.7% | Added |
| Squarepoint Ops LLC | 25,848 | $719.9K | 0.00% | +8,993+53.4% | Added |
| Swiss National Bank | 27,000 | $752.0K | 0.00% | +1,800+7.1% | Added |
| ForthRight Wealth Management, LLC | 30,296 | $843.7K | 0.25% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33,207 | $924.0K | 0.01% | +33,207 | New |
| Voleon Capital Management LP | 37,503 | $1.04M | 0.03% | +37,503 | New |
| Bank of New York Mellon Corp | 40,329 | $1.12M | 0.00% | +2,037+5.3% | Added |
| Price T Rowe Associates Inc | 43,258 | $1.21M | 0.00% | +1,416+3.4% | Added |
| United Capital Financial Advisers, LLC | 44,548 | $1.24M | 0.01% | +44,548 | New |
| Victory Capital Management Inc | 51,854 | $1.44M | 0.00% | +27,421+112.2% | Added |
| Nuveen, LLC | 54,730 | $1.52M | 0.00% | +529+1.0% | Added |
| Bank of America Corp | 56,144 | $1.56M | 0.00% | +4,594+8.9% | Added |
| Jacobs Levy Equity Management, Inc | 56,368 | $1.57M | 0.01% | +56,368 | New |
| Saybrook Capital | 60,258 | $1.68M | 0.44% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 66,027 | $1.84M | 0.26% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 88,641 | $2.47M | 0.04% | +88,641 | New |
| Charles Schwab Investment Management Inc | 104,227 | $2.90M | 0.00% | +35,311+51.2% | Added |
| Marshall Wace, LLP | 125,165 | $3.49M | 0.00% | −104,254−45.4% | Reduced |
| Renaissance Technologies LLC | 147,800 | $4.12M | 0.01% | −96,200−39.4% | Reduced |
| Primecap Management Co | 150,165 | $4.18M | 0.00% | +30,190+25.2% | Added |