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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 116 | $2.64K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 109 | $2.48K | 0.00% | +109 | New |
| Optiver Holding B.V. | 92 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 91 | $2.07K | 0.00% | +57+167.6% | Added |
| Harbor Capital Advisors, Inc. | 84 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Los Angeles Capital Management LLC | 58 | $1.87K | 0.00% | +58 | New |
| Jones Financial Companies LLLP | 61 | $1.39K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $1.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 50 | $1.14K | 0.00% | +25+100.0% | Added |
| Allworth Financial LP | 38 | $864 | 0.00% | +32+533.3% | Added |
| Signaturefd, LLC | 31 | $705 | 0.00% | −57−64.8% | Reduced |
| Rothschild Investment LLC | 30 | $682 | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 18 | $410 | 0.00% | +18 | New |
| US Bancorp | 17 | $386 | 0.00% | −204−92.3% | Reduced |
| Fortitude Family Office, LLC | 17 | $386 | 0.00% | +17 | New |
| NBC Securities, Inc. | 10 | $227 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $91 | 0.00% | +1+33.3% | Added |
| EverSource Wealth Advisors, LLC | 3 | $68 | 0.00% | −80−96.4% | Reduced |
| Smartleaf Asset Management LLC | 3 | $67 | 0.00% | +3 | New |
| Essential Partners LLC | 2 | $45 | 0.00% | −97−98.0% | Reduced |
| CVA Family Office, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −907,386−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −66,027−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −51,854−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,848−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −20,861−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −18,308−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,171−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −14,911−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,925−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −8,834−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,274−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |