Ibotta Inc. Class AIBTA
13F holders, Q1 2025 (March 31)110holders −6
28new positions
33sold out
4famous investors
$42.20avg. 13F price*
At the end of Q1 2025, 110 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, down 6 from Q4 2024. 28 opened new positions and 33 sold out. The largest holders were Koch, Inc. ($185.2M), D. E. Shaw & Co. ($109.6M) and Southpoint Capital Advisors LP ($64.8M). 4 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ibotta Inc. Class A
- CUSIP
- 451051106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $15.6M |
| Exits | 33 | $114.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,178,520 shares bought and 3,132,387 shares sold, net +46,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Koch, Inc. | 39.94% | No change | 4,389,129 | $185.2M |
| D. E. Shaw & Co. | 0.14% | Reduce -7.6% | 2,597,541 | $109.6M |
| Southpoint Capital Advisors LP | 1.56% | Add +48.2% | 1,536,500 | $64.8M |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 1,485,827 | $62.7M |
| Amova Asset Management Americas, Inc. | 0.57% | Add +68.8% | 1,053,518 | $44.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +67.2% | 1,043,758 | $44.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 1,007,497 | $42.5M |
| ARK Investment Management | 0.30% | Add +299.8% | 704,308 | $29.7M |
| Notable Capital Management, L.L.C. | 24.94% | — | 499,371 | $21.1M |
| Citigroup Inc. | 0.01% | Add +2500.8% | 334,460 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +71.7% | 317,053 | $13.4M |
| BNP Paribas Financial Markets | 0.01% | Add +2658.6% | 306,730 | $12.9M |
| State Street Corp. | 0.00% | Reduce -0.7% | 295,793 | $12.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.2% | 252,821 | $10.7M |
| Capital World Investors | 0.00% | No change | 250,000 | $10.6M |
| UBS Group AG | 0.00% | Reduce -11.4% | 210,861 | $8.9M |
| Primecap Management Co. | 0.00% | Reduce -2.1% | 124,675 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.6% | 122,514 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -53.9% | 119,354 | $5.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 114,720 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Add +13.3% | 112,563 | $4.8M |
| Pacer Advisors, Inc. | 0.01% | New | 83,860 | $3.5M |
| Renaissance Technologies | 0.01% | Reduce -29.8% | 81,700 | $3.4M |
| Citadel Advisors | 0.00% | New | 78,874 | $3.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 76,093 | $3.2M |
| Saybrook Capital | 0.81% | Reduce -15.5% | 69,364 | $2.9M |
| Wilkins Investment Counsel Inc. | 0.39% | Add +1608.5% | 63,727 | $2.7M |
| Nuveen, LLC | 0.00% | — | 55,454 | $2.3M |
| American Century Companies Inc. | 0.00% | Add +26.5% | 54,326 | $2.3M |
| HSBC Holdings PLC | 0.00% | New | 46,335 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 41,681 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -93.8% | 38,551 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +25.6% | 38,504 | $1.6M |
| EFG Asset Management (North America) Corp. | 0.25% | Reduce -35.3% | 36,255 | $1.5M |
| Victory Capital Management Inc. | 0.00% | New | 34,718 | $1.5M |
| ForthRight Wealth Management, LLC | 0.49% | No change | 34,596 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 32,659 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +0.6% | 29,563 | $1.2M |
| XTX Topco Ltd | 0.05% | Add +237.9% | 24,068 | $1.0M |
| Norges Bank | 0.00% | Add +37.5% | 21,343 | $901K |
| Rhumbline Advisers | 0.00% | Add +6.6% | 20,221 | $853K |
| Verition Fund Management LLC | 0.01% | New | 19,854 | $838K |
| Susquehanna International Group, LLP | 0.00% | Add +179.6% | 19,088 | $806K |
| Barclays PLC | 0.00% | Reduce -29.6% | 18,442 | $778K |
| Walleye Trading LLC | 0.02% | New | 15,750 | $665K |
| Alliancebernstein L.P. | 0.00% | Reduce -87.0% | 15,750 | $665K |
| Wells Fargo & Company | 0.00% | Add +75.7% | 15,571 | $657K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -29.8% | 14,152 | $597K |
| Swiss National Bank | 0.00% | No change | 13,400 | $565K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 12,750 | $538K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +115.4% | 12,590 | $531K |
| Ami Asset Management Corp. | 0.03% | New | 11,568 | $488K |
| Dark Forest Capital Management LP | 0.02% | New | 11,550 | $487K |
| Advisory Services Network, LLC | 0.01% | New | 11,399 | $481K |
| Deutsche Bank AG | 0.00% | Add +6.9% | 11,030 | $465K |
| Bank of America Corp. | 0.00% | Reduce -46.2% | 11,025 | $465K |
| Quadrature Capital Ltd | 0.01% | New | 10,658 | $449K |
| Walleye Capital LLC | 0.01% | New | 10,321 | $436K |
| Malaga Cove Capital, LLC | 0.19% | No change | 10,285 | $434K |
| Aviva PLC | 0.00% | New | 10,092 | $426K |
| Franklin Resources Inc. | 0.00% | New | 9,652 | $407K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.8% | 9,394 | $396K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +19.7% | 9,362 | $395K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 9,340 | $394K |
| Meeder Asset Management Inc. | 0.03% | New | 9,189 | $388K |
| Legal & General Group Plc | 0.00% | Reduce -0.2% | 8,603 | $363K |
| Nemes Rush Group LLC | 0.04% | No change | 8,001 | $338K |
| Invesco Ltd. | 0.00% | Add +53.6% | 7,962 | $336K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 7,658 | $323K |
| California State Teachers Retirement System | 0.00% | No change | 7,048 | $297K |
| Federated Hermes, Inc. | 0.00% | Add +883.9% | 6,740 | $284K |
| Intech Investment Management LLC | 0.00% | Add +56.7% | 5,854 | $247K |
| New York State Common Retirement Fund | 0.00% | Add +58.1% | 4,900 | $207K |
| Holocene Advisors, LP | 0.00% | Reduce -96.4% | 4,760 | $201K |
| Voloridge Investment Management, LLC | 0.00% | New | 4,744 | $200K |
| Parallel Advisors, LLC | 0.00% | No change | 3,871 | $163K |
| Royal Bank of Canada | 0.00% | Reduce -57.2% | 3,601 | $152K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,232 | $136K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,635 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +47.1% | 1,577 | $67K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,400 | $59K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,136 | $48K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 600 | $25K |
| Amalgamated Bank | 0.00% | Add +104.9% | 541 | $23K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 562 | $19K |
| Cwm, LLC | 0.00% | Add +574.4% | 290 | $12K |
| FMR LLC | 0.00% | Reduce -13.9% | 205 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +536.7% | 191 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 150 | $6K |
| Brooklyn Investment Group | 0.00% | New | 111 | $5K |
| Allworth Financial LP | 0.00% | New | 94 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Add +68.6% | 86 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -29.9% | 47 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 47 | $2K |
| Larson Financial Group LLC | 0.00% | New | 45 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $2K |
| US Bancorp \de | 0.00% | No change | 28 | $1K |
| Comerica Bank | 0.00% | New | 23 | $971 |
| True Wealth Design, LLC | 0.00% | New | 16 | $676 |
| Sterling Capital Management LLC | 0.00% | No change | 16 | $675 |
"% of holder's portfolio" is IBTA's weight in each manager's 13F, not the share of Ibotta Inc. Class A the manager owns.