Ibotta, Inc. (IBTA) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Ibotta, Inc. (NYSE:IBTA) is held by 46 institutional firms.

• Ibotta saw its institutional ownership percentage fell to 12.0% in December 2025 from 120.0% in September 2025.
• The company experienced a -42.82% quarterly change in institutional shares held, alongside a decrease of 80.34% in total owners annually.
• The latest 13F cycle for Ibotta reveals that of 46 total investors, 14 funds grew their exposure, whereas 16 reduced theirs and 16 made no changes.
• The aggregate institutional position in Ibotta now stands at 3.67Mn shares as of December 2025, after investors decreased their holdings (down by 2.75Mn shares quarter on quarter which is down 32.80Mn shares year over year).
• VANGUARD GROUP INC's holding of 1.16Mn shares as of December 31, 2025 makes it the primary institutional investor in Ibotta, owning 3.80% of the stock.
• Among the most significant buyers of Ibotta during December 2025 were Farther Finance Advisors, LLC (2.40K), Farther Finance Advisors, LLC (2.40K), Versant Capital Management, Inc (632), Versant Capital Management, Inc (632), KLP KAPITALFORVALTNING AS (500).
• Leading sellers of Ibotta stock in December 2025 included Sumitomo Mitsui Trust Group, Inc. (891.76K), Sumitomo Mitsui Trust Group, Inc. (891.76K), VANGUARD GROUP INC (405.90K), VANGUARD GROUP INC (405.90K), UBS Group AG (79.48K).
• The top 10 institutional holders of Ibotta for the quarter ending December 2025 included VANGUARD GROUP INC (1.16Mn), VANGUARD GROUP INC (1.16Mn), Sumitomo Mitsui Trust Group, Inc. (389.46K), Sumitomo Mitsui Trust Group, Inc. (389.46K), UBS Group AG (148.42K), UBS Group AG (148.42K), SAYBROOK CAPITAL /NC (60.26K), SAYBROOK CAPITAL /NC (60.26K), ForthRight Wealth Management, LLC (30.30K), ForthRight Wealth Management, LLC (30.30K).