IBTA · Ibotta, Inc. · Shareholders & Ownership

$48.61 -0.29 (-0.59%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$1.13B

23.17M

Volume · Oct 23 188.21K Avg daily vol (3M) 256.08K

Every disclosed holder of IBTA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns IBTA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	146	13,973,779	60.31%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	6	11,509,745	49.68%	Yes
Remaining	—	2,313,910	-9.99%	Negative
Registered funds (N-PORT, not summed)	139	1,995,897	8.61%	No

Shares outstanding: 23,169,614, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of IBTA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	KDT Ibotta Holdings, LLC 13D CIK 2019322 · Unknown · Feb 26, 2026 not summed	4,389,129	18.94%	0	Feb 26, 2026	not summed
2	Koch, Inc. 13F CIK 2027344 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,389,129	18.94%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Walmart Inc. 13G CIK 104169 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	3,502,879	15.12%	—	Sep 30, 2024	Rule 13d-1(d), exempt investor
4	Clark Jermoluk Founders Fund I LLC Insider CIK 2019348 · Jul 6, 2026 10% Owner, issuer-wide, not summed	3,341,308	14.42%	-511,363	Jul 6, 2026	10% Owner, issuer-wide, not summed
4.1	Clark Jermoluk Founders Fund I LLC 13G CIK 2019348 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	3,841,308	16.58%	—	Sep 30, 2024	Rule 13d-1(d), exempt investor
5	Bryan Leach 13G CIK 1538379 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	3,206,327	13.84%	—	Sep 30, 2024	Rule 13d-1(d), exempt investor
6	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,690,546	7.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	D. E. SHAW & CO, L.P. Insider CIK 1009268 · Mar 3, 2025 10% Owner, issuer-wide, not summed	2,721,777	11.75%	-90,366	Mar 3, 2025	10% Owner, issuer-wide, not summed
7	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,016,521	4.39%	+7,234	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	937,170	4.04%	-25,474	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	263,329	1.14%	-13,296	Jun 30, 2026	iShares Trust, not summed
8.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	63,762	0.28%	-27,265	Jun 30, 2026	iShares Trust, not summed
8.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	28,395	0.12%	—	Jun 30, 2026	iShares Trust, not summed
8.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	20,005	0.09%	-678	Jun 30, 2026	iShares Trust, not summed
8.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	18,006	0.08%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
9	Swanson Luke Roy Insider CIK 1873513 · Oct 22, 2026 CHIEF TECHNOLOGY OFFICER, issuer-wide, not summed	904,661	3.90%	—	Oct 22, 2026	CHIEF TECHNOLOGY OFFICER, issuer-wide, not summed
10	Leach Bryan Insider CIK 1875168 · Oct 21, 2026 Director, CEO AND PRESIDENT, 10% Owner, issuer-wide, not summed	823,886	3.56%	0	Oct 21, 2026	Director, CEO AND PRESIDENT, 10% Owner, issuer-wide, not summed
11	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	644,972	2.78%	+4,289	Jun 30, 2026	carried, not yet filed for the newest quarter
12	PATEL SUNIT S Insider CIK 1233367 · Mar 1, 2025 EVP & Chief Financial Officer, issuer-wide, not summed	555,275	2.40%	-2,660	Mar 1, 2025	EVP & Chief Financial Officer, issuer-wide, not summed
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	528,841	2.28%	+9,541	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	382,945	1.65%	+25,238	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Riedy Christopher J Insider CIK 2052469 · Sep 1, 2026 Chief Revenue Officer, issuer-wide, not summed	363,387	1.57%	-12,988	Sep 1, 2026	Chief Revenue Officer, issuer-wide, not summed
16	Amova Asset Management Americas, Inc. 13G CIK 1480751 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	341,265	1.47%	-938,390	Dec 31, 2025	Rule 13d-1(b), qualified institution
17	Sumitomo Mitsui Trust Group, Inc. 13G CIK 1475365 · Bank · Dec 31, 2025 Rule 13d-1(b), qualified institution	341,265	1.47%	-938,630	Dec 31, 2025	Rule 13d-1(b), qualified institution
18	NOTABLE CAPITAL MANAGEMENT, L.L.C. 13F CIK 2065606 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	336,042	1.45%	-30,990	Jun 30, 2026	carried, not yet filed for the newest quarter
19	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	333,106	1.44%	+5,933	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Puckett Matthew H Insider CIK 1861786 · Sep 1, 2026 EVP & Chief Financial Officer, issuer-wide, not summed	303,479	1.31%	-33,347	Sep 1, 2026	EVP & Chief Financial Officer, issuer-wide, not summed
21	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	277,664	1.20%	-18,899	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Southpoint Capital Advisors LP 13G CIK 1319998 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(c), passive investor	276,701	1.19%	-1,123,299	Jun 30, 2025	Rule 13d-1(c), passive investor
23	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	272,487	1.18%	-12,018	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,900	0.02%	-1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
23.2	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	508	0.00%	+51	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
23.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	263	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
23.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	47	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
24	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,083	0.96%	-16,217	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Shapiro David T Insider CIK 1449093 · Sep 1, 2026 EVP, General Counsel & Sec., issuer-wide, not summed	221,604	0.96%	-6,821	Sep 1, 2026	EVP, General Counsel & Sec., issuer-wide, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	201,088	0.87%	-38,079	Jun 30, 2026	carried, not yet filed for the newest quarter
27	El Tabib Amir Insider CIK 2017908 · Sep 1, 2026 Chief Business Dev. Officer, issuer-wide, not summed	200,807	0.87%	-3,404	Sep 1, 2026	Chief Business Dev. Officer, issuer-wide, not summed
28	Donahue Richard I. Insider CIK 2017897 · Sep 1, 2025 CHIEF MARKETING OFFICER, issuer-wide, not summed	199,971	0.86%	-2,406	Sep 1, 2025	CHIEF MARKETING OFFICER, issuer-wide, not summed
29	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	173,907	0.75%	-97,518	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,537	0.01%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	168,497	0.73%	-4,622	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	164,498	0.71%	-72,234	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	8	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	162,509	0.70%	+110,489	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	113,750	0.49%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
32.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,055	0.10%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	13,449	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	9,380	0.04%	-6,823	Jul 31, 2026	NuShares ETF Trust, not summed
32.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,361	0.01%	—	Jun 30, 2026	TIAA-CREF Life Funds, not summed
33	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	150,347	0.65%	+150,347	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	133,199	0.57%	-18,686	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,472	0.52%	+22,999	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Daspit Marisa Insider CIK 2017890 · Oct 22, 2026 CHIEF PEOPLE OFFICER, issuer-wide, not summed	116,505	0.50%	-746	Oct 22, 2026	CHIEF PEOPLE OFFICER, issuer-wide, not summed
37	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,660	0.49%	-41,320	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	26,200	0.11%	-13,900	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
38	SONSINI LARRY W Insider CIK 1205649 · May 19, 2026 Director, issuer-wide, not summed	106,383	0.46%	+5,988	May 19, 2026	Director, issuer-wide, not summed
39	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	105,702	0.46%	-5,037	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,930	0.08%	-2,949	May 31, 2026	Goldman Sachs ETF Trust, not summed
39.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,103	0.00%	+841	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
40	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,626	0.45%	-19,698	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	101,360	0.44%	+37,158	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,600	0.41%	-9,995	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	63,496	0.27%	-872	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,140	0.10%	-230	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	8,560	0.04%	-5,000	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	7,000	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	93,333	0.40%	-35,261	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,646	0.02%	-28	Jun 30, 2026	Northern Funds, not summed
44	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	88,350	0.38%	+24,326	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,313	0.38%	+24,184	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,301	0.38%	-35,450	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	86,237	0.37%	+38,230	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	84,764	0.37%	-44,235	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	84,759	0.37%	+66,890	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	80,198	0.35%	-15,695	Jun 30, 2026	carried, not yet filed for the newest quarter

7 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 248 holders

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Key facts CIK 1538379 CUSIP 451051106 13F (30d) 17 filings 17 filers Visit website Investor relations