Ibotta, Inc. (IBTA) Institutional Ownership

Institutions by Trading Activity

26,475,410Shares Outstanding

20,820Shares held by institutions

$453,251Value of institutional holdings

0.13%Institutional ownership %

-1.04%Shares Changed QoQ

8No. of institutional investors

Recent 13F filings as of December 2025 show that 8 institutional investors hold a position in Ibotta, Inc. (NYSE:IBTA).

Ibotta saw its institutional ownership percentage fell to 0.1% in December 2025 from 139.0% in September 2025.
The company experienced a -1.04% quarterly change in institutional shares held, alongside a decrease of 96.58% in total owners annually.
The latest 13F cycle for Ibotta reveals that of 8 total investors, 4 funds grew their exposure, whereas 2 reduced theirs and 2 made no changes.
The aggregate institutional position in Ibotta now stands at 34.53K shares as of December 2025, after investors decreased their holdings (down by 362 shares quarter on quarter which is down 36.44Mn shares year over year).
The top institutional stake in Ibotta as of December 31, 2025 belongs to Fermata Advisors, LLC, which owns 10.41K shares, or 0.04% of the company.
Among the most significant buyers of Ibotta during December 2025 were Versant Capital Management, Inc (632), Versant Capital Management, Inc (632), GAMMA Investing LLC (25), GAMMA Investing LLC (25).
Leading sellers of Ibotta stock in December 2025 included SG Americas Securities, LLC (838), SG Americas Securities, LLC (838).
The top 8 institutional holders of Ibotta for the quarter ending December 2025 included Fermata Advisors, LLC (10.41K), Fermata Advisors, LLC (10.41K), SG Americas Securities, LLC (6.01K), SG Americas Securities, LLC (6.01K), Versant Capital Management, Inc (796), Versant Capital Management, Inc (796), GAMMA Investing LLC (50), GAMMA Investing LLC (50).

20,820 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Koch, Inc.	30 Sep, 2025	4,389,129	0	0.00%	$122,237,243.00
Koch, Inc.	30 Sep, 2025	4,389,129	0	0.00%	$122,237,243.00
VANGUARD GROUP INC	30 Sep, 2025	1,570,896	232,027	17.33%	$43,749,453.00
VANGUARD GROUP INC	30 Sep, 2025	1,570,896	232,027	17.33%	$43,749,453.00
D. E. Shaw & Co., Inc.	30 Sep, 2025	1,290,546	-158,978	-10.97%	$35,941,706.00
D. E. Shaw & Co., Inc.	30 Sep, 2025	1,290,546	-158,978	-10.97%	$35,941,706.00
Sumitomo Mitsui Trust Group, Inc.	30 Sep, 2025	1,281,219	168,054	15.10%	$35,681,949.00
Sumitomo Mitsui Trust Group, Inc.	30 Sep, 2025	1,281,219	168,054	15.10%	$35,681,949.00
Amova Asset Management Americas, Inc.	30 Sep, 2025	1,279,652	172,314	15.56%	$35,599,919.00
Amova Asset Management Americas, Inc.	30 Sep, 2025	1,279,652	172,314	15.56%	$35,599,919.00
BlackRock, Inc.	30 Sep, 2025	1,035,409	140,325	15.68%	$28,836,141.00
BlackRock, Inc.	30 Sep, 2025	1,035,409	140,325	15.68%	$28,836,141.00
ARK Investment Management LLC	30 Sep, 2025	907,386	255,899	39.28%	$25,270,700.00
ARK Investment Management LLC	30 Sep, 2025	907,386	255,899	39.28%	$25,270,700.00
HSBC HOLDINGS PLC	30 Sep, 2025	767,956	671,407	695.41%	$21,425,972.00
HSBC HOLDINGS PLC	30 Sep, 2025	767,956	671,407	695.41%	$21,425,972.00
CITIGROUP INC	30 Sep, 2025	641,337	304,183	90.22%	$17,861,235.00
CITIGROUP INC	30 Sep, 2025	641,337	304,183	90.22%	$17,861,235.00
JPMORGAN CHASE & CO	30 Sep, 2025	572,090	-82,786	-12.64%	$15,932,706.00
JPMORGAN CHASE & CO	30 Sep, 2025	572,090	-82,786	-12.64%	$15,932,706.00

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