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IBTA

Ibotta, Inc.
$33.00 -2.57 (-7.23%) At close · Jul 6
Market Cap
$885.10M
Shares
23,274,969

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 131
Total Value: $425,001,917
Total Shares: 14,180,830
Showing 1–100 of 136 holdings by value · page 1 of 2

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 131 13F filers
Top Holder
31.0%
Jun 2024 → Mar 2026 · range 23.6% – 32.5%
of institutional value
Top 5
61.3%
Jun 2024 → Mar 2026 · range 50.5% – 66.1%
of institutional value
Top 10
74.0%
Jun 2024 → Mar 2026 · range 70.3% – 79.5%
of institutional value
HHI
1,275
Jun 2024 → Mar 2026 · range 864 – 1,549
Broadly held
Showing 100 of 136
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Koch, Inc. $131,542,196 30.95% 4,389,129
Mega D. E. Shaw & Co., Inc. $50,665,663 11.92% 1,690,546
Mega HSBC HOLDINGS PLC $30,248,331 7.12% 1,009,287
Mega BlackRock, Inc. $28,850,435 6.79% 962,644
Mega CITIGROUP INC $19,201,268 4.52% 640,683
Mega VANGUARD CAPITAL MANAGEMENT LLC $15,563,421 3.66% 519,300
Micro NOTABLE CAPITAL MANAGEMENT, L.L.C. $10,999,949 2.59% 367,032
Mega BNP PARIBAS ARBITRAGE, SA $9,805,374 2.31% 327,173
Mega GEODE CAPITAL MANAGEMENT, LLC $8,887,993 2.09% 296,563
Mega STATE STREET CORP $8,526,614 2.01% 284,505
Mega DEUTSCHE BANK AG\ Bank $8,134,606 1.91% 271,425
Large RENAISSANCE TECHNOLOGIES LLC $7,171,821 1.69% 239,300
Mega BANK OF AMERICA CORP /DE/ Bank $7,167,834 1.69% 239,167
Mega MORGAN STANLEY $7,094,855 1.67% 236,732
Mega UBS Group AG $5,188,376 1.22% 173,119
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $4,614,780 1.09% 153,980
Mega JANE STREET GROUP, LLC $3,866,099 0.91% 128,999
Mega NORTHERN TRUST CORP Bank $3,853,960 0.91% 128,594
Large HRT FINANCIAL LP $3,796,899 0.89% 126,690
Mega CITADEL ADVISORS LLC $3,708,817 0.87% 123,751
Mega GOLDMAN SACHS GROUP INC $3,318,847 0.78% 110,739
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,134,712 0.74% 104,595
Mega MILLENNIUM MANAGEMENT LLC $2,921,265 0.69% 97,473
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,873,913 0.68% 95,893
Large Balyasny Asset Management L.P. $2,723,373 0.64% 90,870
Large JACOBS LEVY EQUITY MANAGEMENT, INC $2,578,708 0.61% 86,043
Mega BARCLAYS PLC $1,924,132 0.45% 64,202
Large Point72 Asset Management, L.P. $1,921,946 0.45% 64,129
Mid XTX Topco Ltd $1,918,799 0.45% 64,024
Small SAYBROOK CAPITAL /NC $1,805,932 0.42% 60,258
Mega Bank of New York Mellon Corp Bank $1,723,572 0.41% 57,510
Mega Nuveen, LLC $1,559,038 0.37% 52,020
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,461,456 0.34% 48,764
Mega AQR CAPITAL MANAGEMENT LLC $1,438,765 0.34% 48,007
Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,341,846 0.32% 44,773
Mega PRIMECAP MANAGEMENT CO/CA/ $1,256,791 0.30% 41,935
Large MARSHALL WACE, LLP $1,086,832 0.26% 36,264
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,051,947 0.25% 35,100
Mega Invesco Ltd. $995,002 0.23% 33,200
Mid Voleon Capital Management LP $951,877 0.22% 31,761
Micro ForthRight Wealth Management, LLC $907,971 0.21% 30,296
Mega Swiss National Bank Bank $896,103 0.21% 29,900
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $791,776 0.19% 26,419
Mega FRANKLIN RESOURCES INC $780,297 0.18% 26,036
Mid Penserra Capital Management LLC $705,763 0.17% 23,549
Large Quantinno Capital Management LP $699,649 0.16% 23,345
Small VARCOV Co. $663,266 0.16% 22,131
Mega CITADEL ADVISORS LLC $641,358 0.15% 21,400
Mid Quantbot Technologies LP $625,473 0.15% 20,870
Large Mariner, LLC $544,405 0.13% 18,165
Mega JPMORGAN CHASE & CO $535,532 0.13% 17,869
Mega RHUMBLINE ADVISERS $499,899 0.12% 16,680
Mega AMERIPRISE FINANCIAL INC $468,760 0.11% 15,641
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $456,263 0.11% 15,224
Large ACADIAN ASSET MANAGEMENT LLC $452,427 0.11% 15,096
Small G2 Investment Partners Management LLC $449,550 0.11% 15,000
Large Russell Investments Group, Ltd. $432,314 0.10% 14,425
Mega JANE STREET GROUP, LLC $413,586 0.10% 13,800
Mega CITADEL ADVISORS LLC $398,601 0.09% 13,300
Mid Baker Avenue Asset Management, LP $382,117 0.09% 12,750
Mega ALLIANCEBERNSTEIN L.P. $361,138 0.08% 12,050
Large SEI INVESTMENTS CO $343,665 0.08% 11,467
Large STRS OHIO $317,682 0.07% 10,600
Micro Fermata Advisors, LLC $312,047 0.07% 10,412
Mega Legal & General Group Plc $298,590 0.07% 9,963
Large Focus Partners Wealth $276,593 0.07% 9,229
Mega DIMENSIONAL FUND ADVISORS LP $269,489 0.06% 8,992
Large Jain Global LLC $260,978 0.06% 8,708
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $257,742 0.06% 8,600
Mega VANGUARD ASSET MANAGEMENT, Ltd $246,653 0.06% 8,230
Small Nemes Rush Group LLC $239,789 0.06% 8,001
Mid DRW Securities, LLC Broker-Dealer $239,640 0.06% 7,996
Small NORDEN GROUP LLC $231,668 0.05% 7,730
Large MetLife Investment Management, LLC $214,375 0.05% 7,153
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $203,796 0.05% 6,800
Mega WELLS FARGO & COMPANY/MN $203,495 0.05% 6,790
Mid Divisadero Street Capital Management, LP $201,608 0.05% 6,727
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $156,143 0.04% 5,210
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $155,724 0.04% 5,196
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $146,853 0.03% 4,900
Mega Vanguard Global Advisers, LLC $141,218 0.03% 4,712
Mid Parallel Advisors, LLC $118,920 0.03% 3,968
Large Police & Firemen's Retirement System of New Jersey Pension $118,501 0.03% 3,954
Large CWM, LLC $99,230 0.02% 3,311
Large KLP KAPITALFORVALTNING AS $95,904 0.02% 3,200
Large Vanguard Investments Australia, Ltd. $89,910 0.02% 3,000
Mid Larson Financial Group LLC $89,550 0.02% 2,988
Large OSAIC HOLDINGS, INC. $75,314 0.02% 2,513
Mega FMR LLC $67,821 0.02% 2,263
Small Caitong International Asset Management Co., Ltd $53,916 0.01% 1,799
Mega ROYAL BANK OF CANADA Bank $46,722 0.01% 1,559
Mid Tower Research Capital LLC (TRC) $41,598 0.01% 1,388
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $38,691 0.01% 1,291
Mid MEEDER ASSET MANAGEMENT INC $38,631 0.01% 1,289
Mid SIMPLEX TRADING, LLC $37,822 0.01% 1,262
Small Private Wealth Asset Management, LLC $29,970 0.01% 1,000
Mid Ameritas Investment Partners, Inc. $27,182 0.01% 907
Small Essential Partners LLC $24,515 0.01% 818
Mid State of Alaska, Department of Revenue $24,425 0.01% 815
Mid GROUP ONE TRADING LLC $20,979 0.00% 700
Key facts CIK 1538379 CUSIP 451051106 13F (30d) 1 filings 1 filers Visit website Investor relations

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