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, Q4 2025
Institutional positions in Ibotta, Inc. as of Dec 31, 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
- 121
- +1 vs. Q3 2025
- Shares held
- 15.8M
- −2.55M (−13.8%) vs. Q3 2025
- Total value
- $359.7M
- −$152.4M (−29.8%) vs. Q3 2025
- New holders
- 22
- 39 more added
- Sold out
- 21
- 35 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $99.8M | 13.80% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,690,546 | $38.4M | 0.03% | +400,000+31.0% | Added |
| Vanguard Group Inc | 1,164,995 | $26.5M | 0.00% | −405,901−25.8% | Reduced |
| BlackRock, Inc. | 1,051,720 | $23.9M | 0.00% | +16,311+1.6% | Added |
| HSBC Holdings PLC | 993,977 | $22.2M | 0.01% | +226,021+29.4% | Added |
| Citigroup Inc | 644,552 | $14.7M | 0.01% | +3,215+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 389,463 | $8.85M | 0.01% | −891,756−69.6% | Reduced |
| Deutsche Bank AG | 369,890 | $8.41M | 0.00% | +359,470+3,449.8% | Added |
| Notable Capital Management, L.L.C. | 367,032 | $8.34M | 11.38% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 341,265 | $7.74M | 0.09% | −938,387−73.3% | Reduced |
| Geode Capital Management, LLC | 327,479 | $7.44M | 0.00% | +3,000+0.9% | Added |
| BNP Paribas Arbitrage, SA | 325,046 | $7.39M | 0.00% | −82,890−20.3% | Reduced |
| State Street Corp | 305,137 | $6.94M | 0.00% | −3,335−1.1% | Reduced |
| Morgan Stanley | 227,070 | $5.16M | 0.00% | −99,491−30.5% | Reduced |
| Jane Street Group, LLC | 224,529 | $5.10M | 0.01% | +213,293+1,898.3% | Added |
| Renaissance Technologies LLC | 203,308 | $4.62M | 0.01% | +55,508+37.6% | Added |
| Bank of America Corp | 202,944 | $4.61M | 0.00% | +146,800+261.5% | Added |
| Ameriprise Financial Inc | 194,052 | $4.41M | 0.00% | +3,440+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 189,954 | $4.32M | 0.02% | +133,586+237.0% | Added |
| Goldman Sachs Group Inc | 175,612 | $3.99M | 0.00% | −281,068−61.5% | Reduced |
| UBS Group AG | 148,420 | $3.37M | 0.00% | −79,481−34.9% | Reduced |
| Citadel Advisors LLC | 148,257 | $3.37M | 0.00% | −16,299−9.9% | Reduced |
| Northern Trust Corp | 141,345 | $3.21M | 0.00% | −12,333−8.0% | Reduced |
| Charles Schwab Investment Management Inc | 119,625 | $2.72M | 0.00% | +15,398+14.8% | Added |
| Primecap Management Co | 87,635 | $1.99M | 0.00% | −62,530−41.6% | Reduced |
| Millennium Management LLC | 86,921 | $1.98M | 0.00% | +86,921 | New |
| XTX Topco Ltd | 84,322 | $1.92M | 0.05% | +84,322 | New |
| HRT Financial LP | 78,065 | $1.77M | 0.01% | +78,065 | New |
| JPMorgan Chase & Co | 74,765 | $1.70M | 0.00% | −497,325−86.9% | Reduced |
| Skopos Labs, Inc. | 73,365 | $1.65M | 0.08% | +73,365 | New |
| Marshall Wace, LLP | 68,383 | $1.55M | 0.00% | −56,782−45.4% | Reduced |
| Bank of New York Mellon Corp | 63,209 | $1.44M | 0.00% | +22,880+56.7% | Added |
| Saybrook Capital | 60,258 | $1.37M | 0.34% | 00.0% | Unchanged |
| Nuveen, LLC | 57,206 | $1.30M | 0.00% | +2,476+4.5% | Added |
| Balyasny Asset Management LLC | 48,775 | $1.11M | 0.00% | +48,775 | New |
| Price T Rowe Associates Inc | 44,967 | $1.02M | 0.00% | +1,709+4.0% | Added |
| United Capital Financial Advisers, LLC | 44,548 | $1.01M | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 38,231 | $869.0K | 0.02% | +728+1.9% | Added |
| Barclays PLC | 32,028 | $728.0K | 0.00% | +12,044+60.3% | Added |
| ForthRight Wealth Management, LLC | 30,296 | $688.6K | 0.20% | 00.0% | Unchanged |
| Swiss National Bank | 29,900 | $679.6K | 0.00% | +2,900+10.7% | Added |
| Penserra Capital Management LLC | 28,118 | $639.0K | 0.01% | −5,089−15.3% | Reduced |
| Quantinno Capital Management LP | 26,448 | $601.2K | 0.00% | +26,448 | New |
| Counterpoint Mutual Funds LLC | 25,842 | $587.4K | 0.04% | +25,842 | New |
| FourThought Financial Partners, LLC | 23,134 | $525.8K | 0.04% | +23,134 | New |
| Susquehanna Portfolio Strategies, LLC | 22,751 | $517.1K | 0.01% | −65,890−74.3% | Reduced |
| Franklin Resources Inc | 22,733 | $516.7K | 0.00% | +15,481+213.5% | Added |
| STRS Ohio | 21,800 | $495.5K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 19,305 | $438.8K | 0.17% | +19,305 | New |
| Wells Fargo & Company | 18,038 | $410.0K | 0.00% | +6,695+59.0% | Added |
| UBS Asset Management Americas Inc | 17,769 | $403.9K | 0.00% | +855+5.1% | Added |
| Rhumbline Advisers | 16,857 | $383.2K | 0.00% | −2,399−12.5% | Reduced |
| Verition Fund Management LLC | 16,300 | $370.5K | 0.00% | −2,249−12.1% | Reduced |
| California State Teachers Retirement System | 15,183 | $345.1K | 0.00% | +2,302+17.9% | Added |
| Russell Investments Group, Ltd. | 13,482 | $306.4K | 0.00% | +2,692+24.9% | Added |
| Legal & General Group Plc | 13,416 | $304.9K | 0.00% | −45−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 12,750 | $289.8K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,400 | $281.9K | 0.00% | +500+4.2% | Added |
| Alliancebernstein L.P. | 12,050 | $273.9K | 0.00% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 10,524 | $239.2K | 0.01% | −3,628−25.6% | Reduced |
| Winton Group Ltd | 10,440 | $237.3K | 0.01% | +10,440 | New |
| Fermata Advisors, LLC | 10,410 | $236.6K | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10,200 | $231.8K | 0.00% | +10,200 | New |
| Fox Run Management, L.L.C. | 10,007 | $227.5K | 0.04% | +10,007 | New |
| Nano Cap New Millennium Growth Fund L P | 10,000 | $227.3K | 0.19% | +10,000 | New |
| Dimensional Fund Advisors LP | 9,809 | $223.0K | 0.00% | +447+4.8% | Added |
| Aristides Capital LLC | 9,700 | $220.5K | 0.08% | +9,700 | New |
| MetLife Investment Management | 9,340 | $212.3K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 8,892 | $202.1K | 0.00% | +1,581+21.6% | Added |
| Nemes Rush Group LLC | 8,001 | $181.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $154.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,460 | $146.8K | 0.00% | −28−0.4% | Reduced |
| SG Americas Securities, LLC | 6,011 | $137.0K | 0.00% | −838−12.2% | Reduced |
| New York State Common Retirement Fund | 4,900 | $111.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $89.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,861 | $87.8K | 0.00% | −10.0% | Reduced |
| Quest Partners LLC | 3,723 | $84.6K | 0.00% | +3,723 | New |
| Caitong International Asset Management Co., Ltd | 2,754 | $62.6K | 0.02% | +2,122+335.8% | Added |
| Farther Finance Advisors, LLC | 2,401 | $54.6K | 0.00% | +2,396+47,920.0% | Added |
| Simplex Trading, LLC | 2,109 | $47.9K | 0.00% | −195−8.5% | Reduced |
| Royal Bank of Canada | 1,950 | $44.0K | 0.00% | −23,069−92.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,406 | $32.0K | 0.00% | −153−9.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,332 | $30.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,328 | $30.0K | 0.00% | −94−6.6% | Reduced |
| Group One Trading, L.P. | 1,088 | $24.7K | 0.00% | −600−35.5% | Reduced |
| Acadian Asset Management LLC | 1,076 | $24.0K | 0.00% | −5,758−84.3% | Reduced |
| Private Wealth Asset Management, LLC | 1,000 | $22.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 804 | $18.3K | 0.00% | +409+103.5% | Added |
| Versant Capital Management, Inc | 796 | $18.1K | 0.00% | +632+385.4% | Added |
| State of Alaska, Department of Revenue | 815 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 786 | $17.9K | 0.00% | +34+4.5% | Added |
| Abound Wealth Management | 604 | $13.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 483 | $11.0K | 0.00% | −281−36.8% | Reduced |
| Amalgamated Bank | 439 | $10.0K | 0.00% | −102−18.9% | Reduced |
| Covestor Ltd | 333 | $8.00K | 0.00% | +332+33,200.0% | Added |
| Ronald Blue Trust, Inc. | 336 | $7.64K | 0.00% | +336 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 247 | $6.00K | 0.00% | +17+7.4% | Added |
| SRS Capital Advisors, Inc. | 185 | $4.21K | 0.00% | +175+1,750.0% | Added |
| Larson Financial Group LLC | 172 | $3.91K | 0.00% | +168+4,200.0% | Added |
| Northwestern Mutual Wealth Management Co | 150 | $3.41K | 0.00% | 00.0% | Unchanged |