Ibotta, Inc. (IBTA) Institutional Ownership

Ownership Summary

Recent 13F filings as of December 2025 show that 232 institutional investors hold a position in Ibotta, Inc. (NYSE:IBTA).

• The percentage of Ibotta owned by institutions changed from 120.0% in September 2025 to 96.5% in December 2025, marking a slight down trend.
• Quarterly data indicates a -9.77% shift in institutional share volume, and the annual owner count reflects a decrease of 0.85%.
• Of these 232 institutional investors, 114 increased their holdings in Ibotta, while 68 of them reduced positions, and 50 investors maintained their exposure.
• The aggregate institutional position in Ibotta now stands at 29.59Mn shares as of December 2025, after investors decreased their holdings (down by 3.21Mn shares quarter on quarter which is down 6.89Mn shares year over year).
• As of December 31, 2025, Koch, Inc. held Ibotta's largest shareholding position with over 4.39Mn shares, representing 14.32% of total outstanding shares.
• Among the most significant buyers of Ibotta during December 2025 were D. E. Shaw & Co., Inc. (400.00K), D. E. Shaw & Co., Inc. (400.00K), DEUTSCHE BANK AG\ (359.47K), DEUTSCHE BANK AG\ (359.47K), JANE STREET GROUP, LLC (202.79K).
• Leading sellers of Ibotta stock in December 2025 included Amova Asset Management Americas, Inc. (938.39K), Amova Asset Management Americas, Inc. (938.39K), Sumitomo Mitsui Trust Group, Inc. (891.76K), Sumitomo Mitsui Trust Group, Inc. (891.76K), JPMORGAN CHASE & CO (497.32K).
• The top 10 institutional holders of Ibotta for the quarter ending December 2025 included Koch, Inc. (4.39Mn), Koch, Inc. (4.39Mn), D. E. Shaw & Co., Inc. (1.69Mn), D. E. Shaw & Co., Inc. (1.69Mn), VANGUARD GROUP INC (1.16Mn), VANGUARD GROUP INC (1.16Mn), BlackRock, Inc. (1.05Mn), BlackRock, Inc. (1.05Mn), CITIGROUP INC (644.55K), CITIGROUP INC (644.55K).