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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 907 | $31.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 815 | $27.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 605 | $20.7K | 0.00% | +133+28.2% | Added |
| Abound Wealth Management | 604 | $20.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 590 | $20.2K | 0.01% | +590 | New |
| Ronald Blue Trust, Inc. | 336 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 322 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $10.0K | 0.01% | −82−22.8% | Reduced |
| 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 |
| GAMMA Investing LLC | 283 | $9.67K | 0.00% | +94+49.7% | Added |
| Umb Bank N A | 209 | $7.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 207 | $7.07K | 0.00% | +17+8.9% | Added |
| Group One Trading, L.P. | 163 | $5.57K | 0.00% | −537−76.7% | 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 |
| Parallel Advisors, LLC | 117 | $4.00K | 0.00% | −3,851−97.1% | Reduced |
| Nisa Investment Advisors, LLC | 114 | $3.89K | 0.00% | +3+2.7% | Added |
| Caitong International Asset Management Co., Ltd | 105 | $3.59K | 0.00% | −1,694−94.2% | Reduced |
| Harbor Capital Advisors, Inc. | 90 | $3.00K | 0.00% | −4−4.3% | Reduced |
| Sterling Capital Management LLC | 87 | $2.97K | 0.00% | +15+20.8% | Added |
| Nykredit A/S | 86 | $2.94K | 0.00% | +86 | New |
| US Bancorp | 79 | $2.70K | 0.00% | −54−40.6% | Reduced |
| Essential Partners LLC | 78 | $2.66K | 0.00% | −740−90.5% | Reduced |
| Optiver Holding B.V. | 76 | $2.60K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 66 | $2.25K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 65 | $2.22K | 0.00% | +65 | New |
| Rothschild Investment LLC | 64 | $2.19K | 0.00% | +38+146.2% | Added |
| Los Angeles Capital Management LLC | 58 | $1.98K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 58 | $1.98K | 0.00% | +58 | New |
| Golden State Wealth Management, LLC | 51 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $1.61K | 0.00% | +12+34.3% | Added |
| Jones Financial Companies LLLP | 47 | $1.60K | 0.00% | +47 | New |
| Signaturefd, LLC | 39 | $1.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $1.02K | 0.00% | +6+25.0% | Added |
| Parkside Financial Bank & Trust | 25 | $854 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $854 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $787 | 0.00% | +2+9.5% | Added |
| The PNC Financial Services Group, Inc. | 21 | $717 | 0.00% | +5+31.3% | Added |
| Stone House Investment Management, LLC | 15 | $512 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $341 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $137 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $103 | 0.00% | +3 | New |
| CVA Family Office, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −126,690−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −86,043−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,264−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −22,131−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,996−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −6,727−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |