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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $120 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 4 | $120 | 0.00% | +4 | New |
| IFP Advisors, Inc | 5 | $150 | 0.00% | +1+25.0% | Added |
| Investors Portfolio Services LLC | 9 | $296 | 0.00% | +9 | New |
| NBC Securities, Inc. | 10 | $299 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $450 | 0.00% | +15 | New |
| The PNC Financial Services Group, Inc. | 16 | $480 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 21 | $630 | 0.00% | +3+16.7% | Added |
| True Wealth Design, LLC | 24 | $720 | 0.00% | +24 | New |
| LRI Investments, LLC | 25 | $749 | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 25 | $750 | 0.00% | +25 | New |
| Rothschild Investment LLC | 26 | $779 | 0.00% | −4−13.3% | Reduced |
| Farther Finance Advisors, LLC | 35 | $1.08K | 0.00% | −2,366−98.5% | Reduced |
| Signaturefd, LLC | 39 | $1.17K | 0.00% | +8+25.8% | Added |
| Golden State Wealth Management, LLC | 51 | $1.53K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 58 | $1.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $2.07K | 0.00% | −116−62.7% | Reduced |
| Sterling Capital Management LLC | 72 | $2.16K | 0.00% | −19−20.9% | Reduced |
| Optiver Holding B.V. | 76 | $2.28K | 0.00% | −16−17.4% | Reduced |
| Harbor Capital Advisors, Inc. | 94 | $3.00K | 0.00% | +10+11.9% | Added |
| Nisa Investment Advisors, LLC | 111 | $3.33K | 0.00% | +111 | New |
| SBI Securities Co., Ltd. | 124 | $3.72K | 0.00% | +8+6.9% | Added |
| US Bancorp | 133 | $3.99K | 0.00% | +116+682.4% | Added |
| GAMMA Investing LLC | 189 | $5.66K | 0.00% | +139+278.0% | Added |
| Allworth Financial LP | 190 | $5.70K | 0.00% | +152+400.0% | Added |
| Umb Bank N A | 209 | $6.26K | 0.00% | +100+91.7% | Added |
| EverSource Wealth Advisors, LLC | 242 | $7.25K | 0.00% | +239+7,966.7% | Added |
| Rockefeller Capital Management L.P. | 322 | $9.65K | 0.00% | +322 | New |
| Ronald Blue Trust, Inc. | 336 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 359 | $11.0K | 0.01% | +26+7.8% | Added |
| Versant Capital Management, Inc | 472 | $14.1K | 0.00% | −324−40.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 557 | $16.7K | 0.00% | +310+125.5% | Added |
| Federated Hermes, Inc. | 601 | $18.0K | 0.00% | +118+24.4% | Added |
| Abound Wealth Management | 604 | $18.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 700 | $21.0K | 0.00% | −388−35.7% | Reduced |
| State of Alaska, Department of Revenue | 815 | $24.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 818 | $24.5K | 0.01% | +816+40,800.0% | Added |
| Ameritas Investment Partners, Inc. | 907 | $27.2K | 0.00% | −425−31.9% | Reduced |
| Private Wealth Asset Management, LLC | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,262 | $37.8K | 0.00% | −847−40.2% | Reduced |
| Meeder Asset Management Inc | 1,289 | $38.6K | 0.00% | +1,289 | New |
| New York State Teachers Retirement System | 1,291 | $39.0K | 0.00% | +1,291 | New |
| Tower Research Capital LLC (TRC) | 1,388 | $41.6K | 0.00% | +602+76.6% | Added |
| Royal Bank of Canada | 1,559 | $46.0K | 0.00% | −391−20.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,799 | $53.9K | 0.01% | −955−34.7% | Reduced |
| FMR LLC | 2,263 | $67.8K | 0.00% | +1,459+181.5% | Added |
| Advisor Group Holdings, Inc. | 2,513 | $75.3K | 0.00% | +1,107+78.7% | Added |
| Larson Financial Group LLC | 2,988 | $89.5K | 0.00% | +2,816+1,637.2% | Added |
| Vanguard Investments Australia, Ltd. | 3,000 | $89.9K | 0.00% | +3,000 | New |
| KLP Kapitalforvaltning AS | 3,200 | $95.9K | 0.00% | −9,200−74.2% | Reduced |
| CWM, LLC | 3,311 | $99.2K | 0.00% | +1,983+149.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $118.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,968 | $118.9K | 0.00% | +107+2.8% | Added |
| Vanguard Global Advisers, LLC | 4,712 | $141.2K | 0.00% | +4,712 | New |
| New York State Common Retirement Fund | 4,900 | $146.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,196 | $155.7K | 0.00% | −9,987−65.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,210 | $156.1K | 0.00% | −1,250−19.3% | Reduced |
| Divisadero Street Capital Management, LP | 6,727 | $201.6K | 0.01% | +6,727 | New |
| Wells Fargo & Company | 6,790 | $203.5K | 0.00% | −11,248−62.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $203.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,153 | $214.4K | 0.00% | −2,187−23.4% | Reduced |
| Norden Group LLC | 7,730 | $231.7K | 0.02% | +7,730 | New |
| DRW Securities, LLC | 7,996 | $239.6K | 0.01% | +7,996 | New |
| Nemes Rush Group LLC | 8,001 | $239.8K | 0.02% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 8,230 | $246.7K | 0.00% | +8,230 | New |
| Jain Global LLC | 8,708 | $261.0K | 0.00% | +8,708 | New |
| Dimensional Fund Advisors LP | 8,992 | $269.5K | 0.00% | −817−8.3% | Reduced |
| Alliancebernstein L.P. | 12,050 | $273.9K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 9,229 | $276.6K | 0.00% | +9,229 | New |
| Legal & General Group Plc | 9,963 | $298.6K | 0.00% | −3,453−25.7% | Reduced |
| Fermata Advisors, LLC | 10,412 | $312.0K | 0.07% | +20.0% | Added |
| STRS Ohio | 10,600 | $317.7K | 0.00% | −11,200−51.4% | Reduced |
| SEI Investments Co | 11,467 | $343.7K | 0.00% | +11,467 | New |
| Baker Avenue Asset Management, LP | 12,750 | $382.1K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14,425 | $432.3K | 0.00% | +943+7.0% | Added |
| G2 Investment Partners Management LLC | 15,000 | $449.6K | 0.11% | +15,000 | New |
| Acadian Asset Management LLC | 15,096 | $450.0K | 0.00% | +14,020+1,303.0% | Added |
| Susquehanna International Group, LLP | 15,224 | $456.3K | 0.00% | +15,224 | New |
| Ameriprise Financial Inc | 15,641 | $468.8K | 0.00% | −178,411−91.9% | Reduced |
| Rhumbline Advisers | 16,680 | $499.9K | 0.00% | −177−1.1% | Reduced |
| JPMorgan Chase & Co | 17,869 | $524.1K | 0.00% | −56,896−76.1% | Reduced |
| Mariner, LLC | 18,165 | $544.4K | 0.00% | +18,165 | New |
| Quantbot Technologies LP | 20,870 | $625.5K | 0.03% | +20,870 | New |
| VARCOV Co. | 22,131 | $663.3K | 0.25% | +2,826+14.6% | Added |
| Quantinno Capital Management LP | 23,345 | $699.6K | 0.00% | −3,103−11.7% | Reduced |
| Penserra Capital Management LLC | 23,549 | $705.0K | 0.01% | −4,569−16.2% | Reduced |
| Franklin Resources Inc | 26,036 | $780.3K | 0.00% | +3,303+14.5% | Added |
| UBS Asset Management Americas Inc | 26,419 | $791.8K | 0.00% | +8,650+48.7% | Added |
| Swiss National Bank | 29,900 | $896.1K | 0.00% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 30,296 | $908.0K | 0.26% | 00.0% | Unchanged |
| Voleon Capital Management LP | 31,761 | $951.9K | 0.02% | −6,470−16.9% | Reduced |
| Invesco Ltd. | 33,200 | $995.0K | 0.00% | +24,308+273.4% | Added |
| Marshall Wace, LLP | 36,264 | $1.09M | 0.00% | −32,119−47.0% | Reduced |
| Primecap Management Co | 41,935 | $1.26M | 0.00% | −45,700−52.1% | Reduced |
| United Capital Financial Advisers, LLC | 44,773 | $1.34M | 0.01% | +225+0.5% | Added |
| AQR Capital Management LLC | 48,007 | $1.44M | 0.00% | +48,007 | New |
| Price T Rowe Associates Inc | 48,764 | $1.46M | 0.00% | +3,797+8.4% | Added |
| Nuveen, LLC | 52,020 | $1.56M | 0.00% | −5,186−9.1% | Reduced |