Ibotta Inc. Class AIBTA

13F holders, Q4 2024 (December 31)
116holders +8
26new positions
20sold out
5famous investors
$65.08avg. 13F price*

At the end of Q4 2024, 116 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, up 8 from Q3 2024. 26 opened new positions and 20 sold out. The largest holders were Koch, Inc. ($285.6M), D. E. Shaw & Co. ($183.0M) and Vanguard Group Inc. ($101.3M). 5 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Cathie Wood (0.1% of ARK Investment Management's portfolio).

Company
Ibotta Inc. Class A
CUSIP
451051106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q2 2024: 91Q2 2024Q3 2024: 108Q3 2024Q4 2024: 116Q4 2024Q1 2025: 110Q1 2025Q2 2025: 129Q2 2025Q3 2025: 120Q3 2025Q4 2025: 121Q4 2025Q1 2026: 132Q1 2026Q2 2026: 146Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$89.8M
Exits20$27.1M

All 13F filers, Q3 2024 → Q4 2024: 4,834,545 shares bought and 926,418 shares sold, net +3,908,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

Koch, Inc. 45.54% — 4,389,129 $285.6M
D. E. Shaw & Co. 0.22% Add +2.0% 2,812,143 $183.0M
Vanguard Group Inc. 0.00% Add +136.1% 1,555,965 $101.3M
Southpoint Capital Advisors LP 1.58% New 1,036,944 $67.5M
BlackRock, Inc. 0.00% Add +62.1% 1,008,947 $65.7M
Baron Capital (BAMCO) 0.13% Reduce -17.7% 756,087 $49.2M
Janus Henderson Group PLC 0.02% Add +32.8% 626,905 $40.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +107.9% 624,242 $40.6M
Amova Asset Management Americas, Inc. 0.44% Add +95.9% 624,002 $40.6M
GGV Capital LLC 32.07% Reduce -10.7% 564,371 $36.7M
State Street Corp. 0.00% Add +99.3% 297,837 $19.4M
Morgan Stanley 0.00% Add +143.4% 258,681 $16.8M
Dragoneer Investment Group, LLC 0.28% No change 250,000 $16.3M
Capital World Investors 0.00% No change 250,000 $16.3M
Geode Capital Management, LLC 0.00% Add +59.0% 247,459 $16.1M
UBS Group AG 0.00% Add +5245.6% 237,932 $15.5M
ArrowMark Colorado Holdings LLC 0.20% Add +4.8% 227,931 $14.8M
Ameriprise Financial Inc. 0.00% Add +1.7% 184,646 $12.0M
ARK Investment Management 0.10% Add +115.8% 176,161 $11.5M
Holocene Advisors, LP 0.03% Add +5.2% 131,475 $8.6M
Primecap Management Co. 0.01% Reduce -11.4% 127,340 $8.3M
Alliancebernstein L.P. 0.00% Add +1282.8% 121,619 $7.9M
Northern Trust Corp. 0.00% Add +70.2% 117,468 $7.6M
Renaissance Technologies 0.01% Add +7.7% 116,300 $7.6M
Yost Capital Management, LP 7.67% New 106,000 $6.9M
Goldman Sachs Group Inc. 0.00% Add +279.4% 105,093 $6.8M
JPMorgan Chase & Co. 0.00% Add +1591.7% 99,372 $6.5M
Saybrook Capital 1.43% New 82,064 $5.3M
Findell Capital Management LLC 2.50% Add +23.1% 80,000 $5.2M
Charles Schwab Investment Management Inc. 0.00% Add +34.5% 76,904 $5.0M
HBK Investments L P 0.09% No change 60,000 $3.9M
EFG Asset Management (North America) Corp. 0.50% Add +87.0% 56,015 $3.6M
Millennium Management 0.00% Reduce -35.2% 53,753 $3.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 50,000 $3.3M
American Century Companies Inc. 0.00% Add +570.9% 42,941 $2.8M
Bank of New York Mellon Corp 0.00% Reduce -50.2% 42,581 $2.8M
ForthRight Wealth Management, LLC 0.75% Add +526.9% 34,596 $2.3M
Nuveen Asset Management, LLC 0.00% Add +63.9% 33,767 $2.2M
Trexquant Investment LP 0.03% New 33,743 $2.2M
Raymond James Financial Inc. 0.00% — 32,863 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +114.9% 30,644 $2.0M
Squarepoint Ops LLC 0.01% Add +3.1% 29,394 $1.9M
Evergreen Capital Management LLC 0.06% New 27,506 $1.8M
Barclays PLC 0.00% Add +110.8% 26,212 $1.7M
Exchange Traded Concepts, LLC 0.03% New 24,874 $1.6M
Bank of America Corp. 0.00% Reduce -60.1% 20,508 $1.3M
Invictus Private Wealth, LLC 0.10% Add +285.3% 20,152 $1.3M
M&T Bank Corp 0.00% Add +28.6% 19,323 $1.3M
Rhumbline Advisers 0.00% Add +93.2% 18,969 $1.2M
Norges Bank 0.00% No change 15,516 $1.0M
Swiss National Bank 0.00% No change 13,400 $872K
Citigroup Inc. 0.00% Add +60.3% 12,860 $837K
Baker Avenue Asset Management, LP 0.03% Reduce -12.1% 12,750 $830K
Main Management ETF Advisors, LLC 0.03% Reduce -8.3% 11,392 $741K
BNP Paribas Financial Markets 0.00% Add +67.4% 11,119 $724K
Deutsche Bank AG 0.00% Add +136.0% 10,317 $671K
Malaga Cove Capital, LLC 0.26% New 10,285 $669K
MetLife Investment Management, LLC 0.00% Add +112.1% 9,527 $620K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +113.4% 8,879 $578K
Wells Fargo & Company 0.00% Add +111.6% 8,860 $577K
Legal & General Group Plc 0.00% Reduce -65.8% 8,617 $561K
Royal Bank of Canada 0.00% Add +435.5% 8,407 $547K
Nemes Rush Group LLC 0.06% New 8,001 $521K
Manufacturers Life Insurance Company, The 0.00% Add +60.7% 7,823 $509K
Corebridge Financial, Inc. 0.00% Add +90.8% 7,771 $506K
XTX Topco Ltd 0.04% Reduce -64.6% 7,123 $464K
California State Teachers Retirement System 0.00% Add +8.2% 7,048 $459K
SG Americas Securities, LLC 0.00% Add +170.8% 6,863 $447K
Susquehanna International Group, LLP 0.00% New 6,826 $444K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.7% 5,844 $380K
Weiss Asset Management LP 0.01% Reduce -31.3% 5,500 $358K
PDT Partners, LLC 0.03% New 5,232 $340K
Invesco Ltd. 0.00% Add +32.2% 5,182 $337K
Cresset Asset Management, LLC 0.00% New 4,752 $309K
Private Capital Management LLC 0.06% Reduce -38.3% 4,455 $290K
ProShare Advisors LLC 0.00% New 4,401 $286K
Voya Investment Management LLC 0.00% New 4,373 $285K
Virtu Financial LLC 0.01% New 4,304 $280K
Parallel Advisors, LLC 0.01% New 3,871 $252K
Intech Investment Management LLC 0.00% New 3,735 $243K
Wilkins Investment Counsel Inc. 0.04% New 3,730 $243K
Wolverine Trading, LLC 0.01% New 3,717 $241K
Luxor Capital Group, LP 0.03% New 3,450 $225K
Police & Firemen's Retirement System of New Jersey 0.00% — 3,232 $210K
New York State Common Retirement Fund 0.00% No change 3,100 $202K
PNC Financial Services Group, Inc. 0.00% Add +32.8% 3,096 $201K
Pittenger & Anderson Inc. 0.01% New 2,340 $152K
Sandia Investment Management LP 0.25% Reduce -42.9% 2,000 $130K
Ameritas Investment Partners, Inc. 0.00% Add +119.2% 1,635 $106K
STRS Ohio 0.00% No change 1,400 $91K
KLP Kapitalforvaltning As 0.00% — 1,400 $91K
Tortoise Investment Management, LLC 0.01% Reduce -33.3% 1,136 $74K
Tower Research Capital LLC (TRC) 0.00% Add +18.1% 1,072 $70K
Simplex Trading, LLC 0.00% Reduce -20.4% 1,021 $66K
Federated Hermes, Inc. 0.00% Reduce -88.6% 685 $45K
Caitong International Asset Management Co., Ltd 0.03% — 494 $32K
Amalgamated Bank 0.00% No change 264 $17K
FMR LLC 0.00% Reduce -99.1% 238 $15K
Venturi Wealth Management, LLC 0.00% New 176 $11K
Emerald Advisers, LLC 0.00% Reduce -99.8% 155 $10K
Fairfield Financial Advisors, LTD 0.00% No change 85 $6K
GAMMA Investing LLC 0.00% Add +8.1% 67 $4K
Nisa Investment Advisors, LLC 0.00% Add +37.8% 51 $3K
Cwm, LLC 0.00% Add +115.0% 43 $3K
Osaic Holdings, Inc. 0.00% No change 30 $2K
US Bancorp \de 0.00% New 28 $2K
SBI Securities Co., Ltd. 0.00% — 25 $2K
Quarry LP 0.00% New 17 $1K
Sterling Capital Management LLC 0.00% Add +100.0% 16 $1K
Rothschild Investment LLC 0.00% New 10 $651
Lindbrook Capital, LLC 0.00% No change 9 $586
Global Trust Asset Management, LLC 0.00% No change 7 $456
EverSource Wealth Advisors, LLC 0.00% New 3 $195
IFP Advisors, Inc 0.00% New 1 $65
CVA Family Office, LLC 0.00% No change 1 $65
Covestor Ltd 0.00% Add +100.0% 2 $0

"% of holder's portfolio" is IBTA's weight in each manager's 13F, not the share of Ibotta Inc. Class A the manager owns.