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, Q2 2026
Institutional positions in Ibotta, Inc. as of Jun 30, 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
- 146
- +16 vs. Q1 2026
- Shares held
- 14.0M
- −236.9K (−1.7%) vs. Q1 2026
- Total value
- $478.2M
- +$52.1M (+12.2%) vs. Q1 2026
- New holders
- 28
- 38 more added
- Sold out
- 12
- 47 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $103 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 4 | $137 | 0.00% | +4 | New |
| IFP Advisors, Inc | 5 | $171 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $341 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $512 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21 | $717 | 0.00% | +5+31.3% | Added |
| SJS Investment Consulting Inc. | 23 | $787 | 0.00% | +2+9.5% | Added |
| Parkside Financial Bank & Trust | 25 | $854 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $854 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $1.02K | 0.00% | +6+25.0% | Added |
| Signaturefd, LLC | 39 | $1.33K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 47 | $1.60K | 0.00% | +47 | New |
| Farther Finance Advisors, LLC | 47 | $1.61K | 0.00% | +12+34.3% | Added |
| Golden State Wealth Management, LLC | 51 | $1.74K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 58 | $1.98K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 58 | $1.98K | 0.00% | +58 | New |
| Rothschild Investment LLC | 64 | $2.19K | 0.00% | +38+146.2% | Added |
| Fortitude Family Office, LLC | 65 | $2.22K | 0.00% | +65 | New |
| Picton Mahoney Asset Management | 66 | $2.25K | 0.00% | +66 | New |
| Optiver Holding B.V. | 76 | $2.60K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 78 | $2.66K | 0.00% | −740−90.5% | Reduced |
| US Bancorp | 79 | $2.70K | 0.00% | −54−40.6% | Reduced |
| Nykredit A/S | 86 | $2.94K | 0.00% | +86 | New |
| Sterling Capital Management LLC | 87 | $2.97K | 0.00% | +15+20.8% | Added |
| Harbor Capital Advisors, Inc. | 90 | $3.00K | 0.00% | −4−4.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 105 | $3.59K | 0.00% | −1,694−94.2% | Reduced |
| Nisa Investment Advisors, LLC | 114 | $3.89K | 0.00% | +3+2.7% | Added |
| Parallel Advisors, LLC | 117 | $4.00K | 0.00% | −3,851−97.1% | Reduced |
| SBI Securities Co., Ltd. | 124 | $4.24K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 124 | $4.24K | 0.00% | +124 | New |
| Group One Trading, L.P. | 163 | $5.57K | 0.00% | −537−76.7% | Reduced |
| Allworth Financial LP | 207 | $7.07K | 0.00% | +17+8.9% | Added |
| Umb Bank N A | 209 | $7.14K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 283 | $9.67K | 0.00% | +94+49.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 288 | $9.84K | 0.00% | −269−48.3% | Reduced |
| EverSource Wealth Advisors, LLC | 288 | $9.84K | 0.00% | +46+19.0% | Added |
| Covestor Ltd | 277 | $10.0K | 0.01% | −82−22.8% | Reduced |
| Rockefeller Capital Management L.P. | 322 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 336 | $11.5K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 590 | $20.2K | 0.01% | +590 | New |
| Abound Wealth Management | 604 | $20.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 605 | $20.7K | 0.00% | +133+28.2% | Added |
| State of Alaska, Department of Revenue | 815 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 907 | $31.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,340 | $45.8K | 0.00% | −48−3.5% | Reduced |
| Simplex Trading, LLC | 1,543 | $52.7K | 0.00% | +281+22.3% | Added |
| Royal Bank of Canada | 2,246 | $76.0K | 0.00% | +687+44.1% | Added |
| FMR LLC | 2,305 | $78.7K | 0.00% | +42+1.9% | Added |
| Advisor Group Holdings, Inc. | 2,871 | $98.1K | 0.00% | +358+14.2% | Added |
| Larson Financial Group LLC | 2,872 | $98.1K | 0.00% | −116−3.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 3,000 | $102.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,047 | $104.1K | 0.00% | −11,378−78.9% | Reduced |
| KLP Kapitalforvaltning AS | 3,200 | $109.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $135.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,441 | $151.7K | 0.02% | +4,441 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,573 | $156.2K | 0.00% | −637−12.2% | Reduced |
| Vanguard Global Advisers, LLC | 4,712 | $161.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,900 | $167.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,110 | $174.6K | 0.01% | +3,821+296.4% | Added |
| Quantbot Technologies LP | 5,567 | $190.2K | 0.01% | −15,303−73.3% | Reduced |
| SRS Capital Advisors, Inc. | 5,789 | $197.8K | 0.00% | +5,720+8,289.9% | Added |
| Ieq Capital, LLC | 5,873 | $200.6K | 0.00% | +5,873 | New |
| Brevan Howard Capital Management LP | 5,911 | $201.9K | 0.00% | +5,911 | New |
| Legal & General Group Plc | 6,118 | $209.0K | 0.00% | −3,845−38.6% | Reduced |
| Jupiter Topco LLC | 6,500 | $222.9K | 0.00% | +6,500 | New |
| Drive Wealth Management, LLC | 6,532 | $223.1K | 0.04% | +6,532 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $232.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,965 | $238.0K | 0.00% | +6,965 | New |
| MetLife Investment Management | 7,153 | $244.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,298 | $249.3K | 0.00% | +7,298 | New |
| Norden Group LLC | 7,537 | $257.5K | 0.02% | −193−2.5% | Reduced |
| Man Group plc | 7,934 | $271.0K | 0.00% | +7,934 | New |
| Nemes Rush Group LLC | 8,001 | $273.3K | 0.02% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 8,230 | $281.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,481 | $289.7K | 0.00% | +8,481 | New |
| Fox Run Management, L.L.C. | 8,512 | $290.8K | 0.05% | +8,512 | New |
| Jain Global LLC | 8,541 | $291.8K | 0.00% | −167−1.9% | Reduced |
| Fermata Advisors, LLC | 8,546 | $291.9K | 0.06% | −1,866−17.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,710 | $297.5K | 0.00% | +8,710 | New |
| Dimensional Fund Advisors LP | 8,917 | $304.6K | 0.00% | −75−0.8% | Reduced |
| Engineers Gate Manager LP | 9,595 | $327.8K | 0.00% | +9,595 | New |
| Colony Group, LLC | 9,983 | $341.0K | 0.00% | +754+8.2% | Added |
| Susquehanna International Group, LLP | 10,162 | $347.1K | 0.00% | −5,062−33.3% | Reduced |
| California State Teachers Retirement System | 10,301 | $351.9K | 0.00% | +5,105+98.2% | Added |
| Ameriprise Financial Inc | 10,434 | $356.4K | 0.00% | −5,207−33.3% | Reduced |
| Gsa Capital Partners LLP | 10,505 | $359.0K | 0.02% | +10,505 | New |
| Wells Fargo & Company | 11,391 | $389.1K | 0.00% | +4,601+67.8% | Added |
| Alliancebernstein L.P. | 13,850 | $415.1K | 0.00% | +1,800+14.9% | Added |
| Baker Avenue Asset Management, LP | 12,750 | $435.5K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 12,800 | $437.2K | 0.00% | +2,200+20.8% | Added |
| Jump Financial, LLC | 13,300 | $454.3K | 0.00% | +13,300 | New |
| Penserra Capital Management LLC | 14,329 | $489.0K | 0.00% | −9,220−39.2% | Reduced |
| Rhumbline Advisers | 14,552 | $497.1K | 0.00% | −2,128−12.8% | Reduced |
| Balyasny Asset Management LLC | 15,424 | $526.9K | 0.00% | −75,446−83.0% | Reduced |
| Franklin Resources Inc | 18,930 | $646.6K | 0.00% | −7,106−27.3% | Reduced |
| Swiss National Bank | 19,800 | $676.4K | 0.00% | −10,100−33.8% | Reduced |
| Acadian Asset Management LLC | 21,701 | $739.0K | 0.00% | +6,605+43.8% | Added |