Ibotta IBTA Institutional Ownership

NYSE IBTA

$38.37 +0.98 (+2.62%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

150 Institutions

Increased 69 46.0%

Unchanged 33 22.0%

Reduced 48 32.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

60.45%

▲+1.59 pp QoQ

Shares Held by Institutions

14.07Mn

of 23.28Mn outstanding

▲+1.28% QoQ

Shares Outstanding

23.28Mn

9.21Mn held outside 13F filers

Institutional Investors

150

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+178.06K

accumulated since last quarter

Value of Holdings

$539.98Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Ibotta, Inc. (NYSE:IBTA) has 150 institutional investors with active 13F positions as of June 2026.

These investors collectively held 60.4% of Ibotta's outstanding shares in June 2026, up from 58.9% in March 2026.
They increased total shares held in Ibotta by 1.28% from last quarter, and the number of investors in IBTA increased 18.11% annually.
During the quarter, 69 of these 150 funds increased positions in IBTA, 48 reduced exposure, and 33 held steady.
Altogether, these fund groups held 14.07Mn shares in IBTA by June 2026, up by 178.06K shares quarter on quarter, and down 3.33Mn shares year over year.
As of June 30, 2026, the biggest holder of Ibotta is Koch, Inc. at 4.39Mn shares, representing 18.85% of shares outstanding.
Leading buyers of Ibotta shares for the quarter ending June 2026 were AMERICAN CENTURY COMPANIES INC (150.35K), Nuveen, LLC (110.49K), Sixth Street Partners Management Company, L.P. (94.6K), Jpmorgan Chase & Co (66.89K), TUDOR INVESTMENT CORP ET AL (41.02K).
The largest sellers of Ibotta for the quarter ending June 2026 were DEUTSCHE BANK AG\ (97.52K), BALYASNY ASSET MANAGEMENT L.P. (75.45K), Morgan Stanley (72.23K), JANE STREET GROUP, LLC (44.24K), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (41.32K).
Business Quant data shows the 10 biggest positions in Ibotta as of June 2026 are held by Koch, Inc. (4.39Mn), D. E. Shaw & Co., Inc. (1.69Mn), HSBC HOLDINGS PLC (1.02Mn), BlackRock, Inc. (937.17K), Citigroup Inc (644.97K), VANGUARD CAPITAL MANAGEMENT LLC (528.84K), Notable Capital Management, L.L.C. (336.04K), BNP PARIBAS FINANCIAL MARKETS (333.11K), GEODE CAPITAL MANAGEMENT, LLC (277.66K), State Street Corp (272.49K).

Form 13F Holdings

150 Institutional Holders

Report period 30 Jun, 2026

Total shares held 14.07Mn

Of outstanding 60.45%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Koch, Inc.	0002027344	4,389,129	18.85%	0	0.00%	$149.93Mn
2	D. E. Shaw & Co., Inc.	0001009207	1,690,546	7.26%	0	0.00%	$57.75Mn
3	HSBC HOLDINGS PLC	0000873630	1,016,521	4.37%	▲7,234	+0.72%	$35.70Mn
4	BlackRock, Inc.	0002012383	937,170	4.03%	▼25,474	-2.65%	$32.01Mn
5	Citigroup Inc	0000831001	644,972	2.77%	▲4,289	+0.67%	$22.03Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	528,841	2.27%	▲9,541	+1.84%	$18.07Mn
7	Notable Capital Management, L.L.C.	0002065606	336,042	1.44%	▼30,990	-8.44%	$11.48Mn
8	BNP PARIBAS FINANCIAL MARKETS	0001166588	333,106	1.43%	▲5,933	+1.81%	$11.38Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	277,664	1.19%	▼18,899	-6.37%	$9.49Mn
10	State Street Corp	0000093751	272,487	1.17%	▼12,018	-4.22%	$9.31Mn
11	RENAISSANCE TECHNOLOGIES LLC	0001037389	223,083	0.96%	▼16,217	-6.78%	$7.62Mn
12	Bank Of America Corp /De/	0000070858	201,088	0.86%	▼38,079	-15.92%	$6.87Mn
13	DEUTSCHE BANK AG\	0000948046	173,907	0.75%	▼97,518	-35.93%	$5.94Mn
14	UBS Group AG	0001610520	168,497	0.72%	▼4,622	-2.67%	$5.76Mn
15	Morgan Stanley	0000895421	164,498	0.71%	▼72,234	-30.51%	$5.62Mn
16	Nuveen, LLC	0001871926	162,509	0.70%	▲110,489	+212.40%	$5.55Mn
17	AMERICAN CENTURY COMPANIES INC	0000748054	150,347	0.65%	▲150,347	0.00%	$5.14Mn
18	MILLENNIUM MANAGEMENT LLC	0001273087	120,472	0.52%	▲22,999	+23.60%	$4.12Mn
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	112,660	0.48%	▼41,320	-26.83%	$3.85Mn
20	Goldman Sachs Group Inc	0000886982	105,702	0.45%	▼5,037	-4.55%	$3.61Mn

Showing 1 to 20 of 150 holders