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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 99 | $2.76K | 0.00% | +99 | New |
| Optiver Holding B.V. | 92 | $2.56K | 0.00% | +92 | New |
| Signaturefd, LLC | 88 | $2.45K | 0.00% | −121−57.9% | Reduced |
| EverSource Wealth Advisors, LLC | 83 | $2.31K | 0.00% | +69+492.9% | Added |
| Harbor Capital Advisors, Inc. | 85 | $2.00K | 0.00% | +85 | New |
| Jones Financial Companies LLLP | 61 | $1.66K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57 | $1.59K | 0.00% | +13+29.5% | Added |
| Golden State Wealth Management, LLC | 51 | $1.42K | 0.00% | +51 | New |
| Sterling Capital Management LLC | 34 | $947 | 0.00% | +2+6.3% | Added |
| GAMMA Investing LLC | 25 | $696 | 0.00% | −55−68.8% | Reduced |
| NBC Securities, Inc. | 10 | $278 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $278 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 8 | $223 | 0.00% | −48−85.7% | Reduced |
| Allworth Financial LP | 6 | $168 | 0.00% | −78−92.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6 | $167 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 5 | $139 | 0.00% | +5 | New |
| Larson Financial Group LLC | 4 | $111 | 0.00% | −4−50.0% | Reduced |
| IFP Advisors, Inc | 3 | $84 | 0.00% | +3 | New |
| CVA Family Office, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −223−99.6% | Reduced |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −213,378−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −74,061−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −67,814−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −58,896−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −52,725−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −51,465−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −48,526−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,523−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −38,889−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −35,982−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −34,970−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −33,336−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,210−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −28,159−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −27,805−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −25,579−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,582−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −14,442−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,531−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −12,334−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −11,451−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,787−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −9,632−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,327−100.0% | Sold out |
| Ami Asset Management Corp | 0 | $0 | 0.00% | −7,503−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −7,419−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,318−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,909−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |