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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $45 | 0.00% | −97−98.0% | Reduced |
| Smartleaf Asset Management LLC | 3 | $67 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $68 | 0.00% | −80−96.4% | Reduced |
| IFP Advisors, Inc | 4 | $91 | 0.00% | +1+33.3% | Added |
| NBC Securities, Inc. | 10 | $227 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 17 | $386 | 0.00% | −204−92.3% | Reduced |
| Fortitude Family Office, LLC | 17 | $386 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $410 | 0.00% | +18 | New |
| Rothschild Investment LLC | 30 | $682 | 0.00% | +30 | New |
| Signaturefd, LLC | 31 | $705 | 0.00% | −57−64.8% | Reduced |
| Allworth Financial LP | 38 | $864 | 0.00% | +32+533.3% | Added |
| GAMMA Investing LLC | 50 | $1.14K | 0.00% | +25+100.0% | Added |
| Golden State Wealth Management, LLC | 51 | $1.16K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $1.39K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 58 | $1.87K | 0.00% | +58 | New |
| Harbor Capital Advisors, Inc. | 84 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Sterling Capital Management LLC | 91 | $2.07K | 0.00% | +57+167.6% | Added |
| Optiver Holding B.V. | 92 | $2.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 109 | $2.48K | 0.00% | +109 | New |
| SBI Securities Co., Ltd. | 116 | $2.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 172 | $3.91K | 0.00% | +168+4,200.0% | Added |
| SRS Capital Advisors, Inc. | 185 | $4.21K | 0.00% | +175+1,750.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 247 | $6.00K | 0.00% | +17+7.4% | Added |
| Ronald Blue Trust, Inc. | 336 | $7.64K | 0.00% | +336 | New |
| Covestor Ltd | 333 | $8.00K | 0.00% | +332+33,200.0% | Added |
| Amalgamated Bank | 439 | $10.0K | 0.00% | −102−18.9% | Reduced |
| Federated Hermes, Inc. | 483 | $11.0K | 0.00% | −281−36.8% | Reduced |
| Abound Wealth Management | 604 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 786 | $17.9K | 0.00% | +34+4.5% | Added |
| State of Alaska, Department of Revenue | 815 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $18.1K | 0.00% | +632+385.4% | Added |
| FMR LLC | 804 | $18.3K | 0.00% | +409+103.5% | Added |
| Private Wealth Asset Management, LLC | 1,000 | $22.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,076 | $24.0K | 0.00% | −5,758−84.3% | Reduced |
| Group One Trading, L.P. | 1,088 | $24.7K | 0.00% | −600−35.5% | Reduced |
| CWM, LLC | 1,328 | $30.0K | 0.00% | −94−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,332 | $30.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,406 | $32.0K | 0.00% | −153−9.8% | Reduced |
| Royal Bank of Canada | 1,950 | $44.0K | 0.00% | −23,069−92.2% | Reduced |
| Simplex Trading, LLC | 2,109 | $47.9K | 0.00% | −195−8.5% | Reduced |
| Farther Finance Advisors, LLC | 2,401 | $54.6K | 0.00% | +2,396+47,920.0% | Added |
| Caitong International Asset Management Co., Ltd | 2,754 | $62.6K | 0.02% | +2,122+335.8% | Added |
| Quest Partners LLC | 3,723 | $84.6K | 0.00% | +3,723 | New |
| Parallel Advisors, LLC | 3,861 | $87.8K | 0.00% | −10.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $89.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,900 | $111.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,011 | $137.0K | 0.00% | −838−12.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,460 | $146.8K | 0.00% | −28−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $154.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8,001 | $181.9K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 8,892 | $202.1K | 0.00% | +1,581+21.6% | Added |
| MetLife Investment Management | 9,340 | $212.3K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 9,700 | $220.5K | 0.08% | +9,700 | New |
| Dimensional Fund Advisors LP | 9,809 | $223.0K | 0.00% | +447+4.8% | Added |
| Nano Cap New Millennium Growth Fund L P | 10,000 | $227.3K | 0.19% | +10,000 | New |
| Fox Run Management, L.L.C. | 10,007 | $227.5K | 0.04% | +10,007 | New |
| Canada Pension Plan Investment Board | 10,200 | $231.8K | 0.00% | +10,200 | New |
| Fermata Advisors, LLC | 10,410 | $236.6K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 10,440 | $237.3K | 0.01% | +10,440 | New |
| Invictus Private Wealth, LLC | 10,524 | $239.2K | 0.01% | −3,628−25.6% | Reduced |
| Alliancebernstein L.P. | 12,050 | $273.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,400 | $281.9K | 0.00% | +500+4.2% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $289.8K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,416 | $304.9K | 0.00% | −45−0.3% | Reduced |
| Russell Investments Group, Ltd. | 13,482 | $306.4K | 0.00% | +2,692+24.9% | Added |
| California State Teachers Retirement System | 15,183 | $345.1K | 0.00% | +2,302+17.9% | Added |
| Verition Fund Management LLC | 16,300 | $370.5K | 0.00% | −2,249−12.1% | Reduced |
| Rhumbline Advisers | 16,857 | $383.2K | 0.00% | −2,399−12.5% | Reduced |
| UBS Asset Management Americas Inc | 17,769 | $403.9K | 0.00% | +855+5.1% | Added |
| Wells Fargo & Company | 18,038 | $410.0K | 0.00% | +6,695+59.0% | Added |
| VARCOV Co. | 19,305 | $438.8K | 0.17% | +19,305 | New |
| STRS Ohio | 21,800 | $495.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 22,733 | $516.7K | 0.00% | +15,481+213.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,751 | $517.1K | 0.01% | −65,890−74.3% | Reduced |
| FourThought Financial Partners, LLC | 23,134 | $525.8K | 0.04% | +23,134 | New |
| Counterpoint Mutual Funds LLC | 25,842 | $587.4K | 0.04% | +25,842 | New |
| Quantinno Capital Management LP | 26,448 | $601.2K | 0.00% | +26,448 | New |
| Penserra Capital Management LLC | 28,118 | $639.0K | 0.01% | −5,089−15.3% | Reduced |
| Swiss National Bank | 29,900 | $679.6K | 0.00% | +2,900+10.7% | Added |
| ForthRight Wealth Management, LLC | 30,296 | $688.6K | 0.20% | 00.0% | Unchanged |
| Barclays PLC | 32,028 | $728.0K | 0.00% | +12,044+60.3% | Added |
| Voleon Capital Management LP | 38,231 | $869.0K | 0.02% | +728+1.9% | Added |
| United Capital Financial Advisers, LLC | 44,548 | $1.01M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 44,967 | $1.02M | 0.00% | +1,709+4.0% | Added |
| Balyasny Asset Management LLC | 48,775 | $1.11M | 0.00% | +48,775 | New |
| Nuveen, LLC | 57,206 | $1.30M | 0.00% | +2,476+4.5% | Added |
| Saybrook Capital | 60,258 | $1.37M | 0.34% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 63,209 | $1.44M | 0.00% | +22,880+56.7% | Added |
| Marshall Wace, LLP | 68,383 | $1.55M | 0.00% | −56,782−45.4% | Reduced |
| Skopos Labs, Inc. | 73,365 | $1.65M | 0.08% | +73,365 | New |
| JPMorgan Chase & Co | 74,765 | $1.70M | 0.00% | −497,325−86.9% | Reduced |
| HRT Financial LP | 78,065 | $1.77M | 0.01% | +78,065 | New |
| XTX Topco Ltd | 84,322 | $1.92M | 0.05% | +84,322 | New |
| Millennium Management LLC | 86,921 | $1.98M | 0.00% | +86,921 | New |
| Primecap Management Co | 87,635 | $1.99M | 0.00% | −62,530−41.6% | Reduced |
| Charles Schwab Investment Management Inc | 119,625 | $2.72M | 0.00% | +15,398+14.8% | Added |
| Northern Trust Corp | 141,345 | $3.21M | 0.00% | −12,333−8.0% | Reduced |
| Citadel Advisors LLC | 148,257 | $3.37M | 0.00% | −16,299−9.9% | Reduced |