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 |
|---|---|---|---|---|---|
| Covestor Ltd | 359 | $11.0K | 0.01% | +26+7.8% | Added |
| Ronald Blue Trust, Inc. | 336 | $10.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 322 | $9.65K | 0.00% | +322 | New |
| EverSource Wealth Advisors, LLC | 242 | $7.25K | 0.00% | +239+7,966.7% | Added |
| Umb Bank N A | 209 | $6.26K | 0.00% | +100+91.7% | Added |
| Allworth Financial LP | 190 | $5.70K | 0.00% | +152+400.0% | Added |
| GAMMA Investing LLC | 189 | $5.66K | 0.00% | +139+278.0% | Added |
| US Bancorp | 133 | $3.99K | 0.00% | +116+682.4% | Added |
| SBI Securities Co., Ltd. | 124 | $3.72K | 0.00% | +8+6.9% | Added |
| Nisa Investment Advisors, LLC | 111 | $3.33K | 0.00% | +111 | New |
| Harbor Capital Advisors, Inc. | 94 | $3.00K | 0.00% | +10+11.9% | Added |
| Optiver Holding B.V. | 76 | $2.28K | 0.00% | −16−17.4% | Reduced |
| Sterling Capital Management LLC | 72 | $2.16K | 0.00% | −19−20.9% | Reduced |
| SRS Capital Advisors, Inc. | 69 | $2.07K | 0.00% | −116−62.7% | Reduced |
| Los Angeles Capital Management LLC | 58 | $1.74K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $1.53K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 39 | $1.17K | 0.00% | +8+25.8% | Added |
| Farther Finance Advisors, LLC | 35 | $1.08K | 0.00% | −2,366−98.5% | Reduced |
| Rothschild Investment LLC | 26 | $779 | 0.00% | −4−13.3% | Reduced |
| Parkside Financial Bank & Trust | 25 | $750 | 0.00% | +25 | New |
| LRI Investments, LLC | 25 | $749 | 0.00% | +25 | New |
| True Wealth Design, LLC | 24 | $720 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 21 | $630 | 0.00% | +3+16.7% | Added |
| The PNC Financial Services Group, Inc. | 16 | $480 | 0.00% | +16 | New |
| Stone House Investment Management, LLC | 15 | $450 | 0.00% | +15 | New |
| NBC Securities, Inc. | 10 | $299 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $296 | 0.00% | +9 | New |
| IFP Advisors, Inc | 5 | $150 | 0.00% | +1+25.0% | Added |
| MAI Capital Management | 4 | $120 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 4 | $120 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −389,463−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −341,265−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −73,365−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −25,842−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −23,134−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −22,751−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,440−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,007−100.0% | Sold out |
| Nano Cap New Millennium Growth Fund L P | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,011−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,723−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |