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, Q1 2026
Institutional positions in Ibotta, Inc. as of Mar 31, 2026. 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
- 132
- +12 vs. Q4 2025
- Shares held
- 14.2M
- −466.3K (−3.2%) vs. Q4 2025
- Total value
- $426.2M
- +$92.9M (+27.9%) vs. Q4 2025
- New holders
- 31
- 39 more added
- Sold out
- 19
- 41 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $131.5M | 14.27% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,690,546 | $50.7M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,009,287 | $30.6M | 0.02% | +15,310+1.5% | Added |
| BlackRock, Inc. | 962,644 | $28.9M | 0.00% | −89,076−8.5% | Reduced |
| Citigroup Inc | 640,683 | $19.2M | 0.01% | −3,869−0.6% | Reduced |
| Vanguard Capital Management LLC | 519,300 | $15.6M | 0.00% | +519,300 | New |
| Notable Capital Management, L.L.C. | 367,032 | $11.0M | 20.60% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 327,173 | $9.81M | 0.01% | +2,127+0.7% | Added |
| Geode Capital Management, LLC | 296,563 | $8.89M | 0.00% | −30,916−9.4% | Reduced |
| State Street Corp | 284,505 | $8.53M | 0.00% | −20,632−6.8% | Reduced |
| Deutsche Bank AG | 271,425 | $8.13M | 0.00% | −98,465−26.6% | Reduced |
| Renaissance Technologies LLC | 239,300 | $7.17M | 0.01% | +35,992+17.7% | Added |
| Bank of America Corp | 239,167 | $7.17M | 0.00% | +36,223+17.8% | Added |
| Morgan Stanley | 236,732 | $7.09M | 0.00% | +9,662+4.3% | Added |
| UBS Group AG | 173,119 | $5.19M | 0.00% | +24,699+16.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 153,980 | $4.61M | 0.01% | +153,980 | New |
| Jane Street Group, LLC | 128,999 | $3.87M | 0.00% | −95,530−42.5% | Reduced |
| Northern Trust Corp | 128,594 | $3.85M | 0.00% | −12,751−9.0% | Reduced |
| HRT Financial LP | 126,690 | $3.80M | 0.01% | +48,625+62.3% | Added |
| Citadel Advisors LLC | 123,751 | $3.71M | 0.00% | −24,506−16.5% | Reduced |
| Vanguard Portfolio Management LLC | 123,324 | $3.70M | 0.00% | +123,324 | New |
| Goldman Sachs Group Inc | 110,739 | $3.32M | 0.00% | −64,873−36.9% | Reduced |
| Charles Schwab Investment Management Inc | 104,595 | $3.13M | 0.00% | −15,030−12.6% | Reduced |
| Millennium Management LLC | 97,473 | $2.92M | 0.00% | +10,552+12.1% | Added |
| Vanguard Fiduciary Trust Co | 95,893 | $2.87M | 0.00% | +95,893 | New |
| Balyasny Asset Management LLC | 90,870 | $2.72M | 0.01% | +42,095+86.3% | Added |
| Jacobs Levy Equity Management, Inc | 86,043 | $2.58M | 0.01% | −103,911−54.7% | Reduced |
| Barclays PLC | 64,202 | $1.92M | 0.00% | +32,174+100.5% | Added |
| Point72 Asset Management, L.P. | 64,129 | $1.92M | 0.00% | +64,129 | New |
| XTX Topco Ltd | 64,024 | $1.92M | 0.03% | −20,298−24.1% | Reduced |
| Saybrook Capital | 60,258 | $1.81M | 0.49% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 57,510 | $1.72M | 0.00% | −5,699−9.0% | Reduced |
| Nuveen, LLC | 52,020 | $1.56M | 0.00% | −5,186−9.1% | Reduced |
| Price T Rowe Associates Inc | 48,764 | $1.46M | 0.00% | +3,797+8.4% | Added |
| AQR Capital Management LLC | 48,007 | $1.44M | 0.00% | +48,007 | New |
| United Capital Financial Advisers, LLC | 44,773 | $1.34M | 0.01% | +225+0.5% | Added |
| Primecap Management Co | 41,935 | $1.26M | 0.00% | −45,700−52.1% | Reduced |
| Marshall Wace, LLP | 36,264 | $1.09M | 0.00% | −32,119−47.0% | Reduced |
| Invesco Ltd. | 33,200 | $995.0K | 0.00% | +24,308+273.4% | Added |
| Voleon Capital Management LP | 31,761 | $951.9K | 0.02% | −6,470−16.9% | Reduced |
| ForthRight Wealth Management, LLC | 30,296 | $908.0K | 0.26% | 00.0% | Unchanged |
| Swiss National Bank | 29,900 | $896.1K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 26,419 | $791.8K | 0.00% | +8,650+48.7% | Added |
| Franklin Resources Inc | 26,036 | $780.3K | 0.00% | +3,303+14.5% | Added |
| Penserra Capital Management LLC | 23,549 | $705.0K | 0.01% | −4,569−16.2% | Reduced |
| Quantinno Capital Management LP | 23,345 | $699.6K | 0.00% | −3,103−11.7% | Reduced |
| VARCOV Co. | 22,131 | $663.3K | 0.25% | +2,826+14.6% | Added |
| Quantbot Technologies LP | 20,870 | $625.5K | 0.03% | +20,870 | New |
| Mariner, LLC | 18,165 | $544.4K | 0.00% | +18,165 | New |
| JPMorgan Chase & Co | 17,869 | $524.1K | 0.00% | −56,896−76.1% | Reduced |
| Rhumbline Advisers | 16,680 | $499.9K | 0.00% | −177−1.1% | Reduced |
| Ameriprise Financial Inc | 15,641 | $468.8K | 0.00% | −178,411−91.9% | Reduced |
| Susquehanna International Group, LLP | 15,224 | $456.3K | 0.00% | +15,224 | New |
| Acadian Asset Management LLC | 15,096 | $450.0K | 0.00% | +14,020+1,303.0% | Added |
| G2 Investment Partners Management LLC | 15,000 | $449.6K | 0.11% | +15,000 | New |
| Russell Investments Group, Ltd. | 14,425 | $432.3K | 0.00% | +943+7.0% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $382.1K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 11,467 | $343.7K | 0.00% | +11,467 | New |
| STRS Ohio | 10,600 | $317.7K | 0.00% | −11,200−51.4% | Reduced |
| Fermata Advisors, LLC | 10,412 | $312.0K | 0.07% | +20.0% | Added |
| Legal & General Group Plc | 9,963 | $298.6K | 0.00% | −3,453−25.7% | Reduced |
| Colony Group, LLC | 9,229 | $276.6K | 0.00% | +9,229 | New |
| Alliancebernstein L.P. | 12,050 | $273.9K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 8,992 | $269.5K | 0.00% | −817−8.3% | Reduced |
| Jain Global LLC | 8,708 | $261.0K | 0.00% | +8,708 | New |
| Vanguard Asset Management, Ltd | 8,230 | $246.7K | 0.00% | +8,230 | New |
| Nemes Rush Group LLC | 8,001 | $239.8K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,996 | $239.6K | 0.01% | +7,996 | New |
| Norden Group LLC | 7,730 | $231.7K | 0.02% | +7,730 | New |
| MetLife Investment Management | 7,153 | $214.4K | 0.00% | −2,187−23.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $203.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,790 | $203.5K | 0.00% | −11,248−62.4% | Reduced |
| Divisadero Street Capital Management, LP | 6,727 | $201.6K | 0.01% | +6,727 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,210 | $156.1K | 0.00% | −1,250−19.3% | Reduced |
| California State Teachers Retirement System | 5,196 | $155.7K | 0.00% | −9,987−65.8% | Reduced |
| New York State Common Retirement Fund | 4,900 | $146.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,712 | $141.2K | 0.00% | +4,712 | New |
| Parallel Advisors, LLC | 3,968 | $118.9K | 0.00% | +107+2.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $118.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,311 | $99.2K | 0.00% | +1,983+149.3% | Added |
| KLP Kapitalforvaltning AS | 3,200 | $95.9K | 0.00% | −9,200−74.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 3,000 | $89.9K | 0.00% | +3,000 | New |
| Larson Financial Group LLC | 2,988 | $89.5K | 0.00% | +2,816+1,637.2% | Added |
| Advisor Group Holdings, Inc. | 2,513 | $75.3K | 0.00% | +1,107+78.7% | Added |
| FMR LLC | 2,263 | $67.8K | 0.00% | +1,459+181.5% | Added |
| Caitong International Asset Management Co., Ltd | 1,799 | $53.9K | 0.01% | −955−34.7% | Reduced |
| Royal Bank of Canada | 1,559 | $46.0K | 0.00% | −391−20.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,388 | $41.6K | 0.00% | +602+76.6% | Added |
| New York State Teachers Retirement System | 1,291 | $39.0K | 0.00% | +1,291 | New |
| Meeder Asset Management Inc | 1,289 | $38.6K | 0.00% | +1,289 | New |
| Simplex Trading, LLC | 1,262 | $37.8K | 0.00% | −847−40.2% | Reduced |
| Private Wealth Asset Management, LLC | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 907 | $27.2K | 0.00% | −425−31.9% | Reduced |
| Essential Partners LLC | 818 | $24.5K | 0.01% | +816+40,800.0% | Added |
| State of Alaska, Department of Revenue | 815 | $24.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 700 | $21.0K | 0.00% | −388−35.7% | Reduced |
| Abound Wealth Management | 604 | $18.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 601 | $18.0K | 0.00% | +118+24.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 557 | $16.7K | 0.00% | +310+125.5% | Added |
| Versant Capital Management, Inc | 472 | $14.1K | 0.00% | −324−40.7% | Reduced |