Ibotta Inc. Class AIBTA

13F holders, Q2 2025 (June 30)
129holders +19
33new positions
13sold out
7famous investors
$36.60avg. 13F price*

At the end of Q2 2025, 129 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, up 19 from Q1 2025. 33 opened new positions and 13 sold out. The largest holders were Koch, Inc. ($160.6M), D. E. Shaw & Co. ($53.1M) and Vanguard Group Inc. ($49.0M). 7 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions33$39.9M
Exits13$13.1M

All 13F filers, Q1 2025 → Q2 2025: 3,255,137 shares bought and 2,979,152 shares sold, net +275,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 129 holders

Koch, Inc. 23.23% No change 4,389,129 $160.6M
D. E. Shaw & Co. 0.06% Reduce -44.2% 1,449,524 $53.1M
Vanguard Group Inc. 0.00% Reduce -9.9% 1,338,869 $49.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +6.7% 1,113,165 $40.7M
Amova Asset Management Americas, Inc. 0.40% Add +5.1% 1,107,338 $40.5M
Citadel Advisors 0.03% Add +1258.0% 1,071,152 $39.2M
BlackRock, Inc. 0.00% Reduce -11.2% 895,084 $32.8M
Southpoint Capital Advisors LP 0.64% Reduce -54.4% 700,000 $25.6M
JPMorgan Chase & Co. 0.00% Add +481.8% 654,876 $24.0M
ARK Investment Management 0.17% Reduce -7.5% 651,487 $23.8M
Notable Capital Management, L.L.C. 21.47% Reduce -18.7% 405,782 $14.9M
Citigroup Inc. 0.01% Add +0.8% 337,154 $12.3M
BNP Paribas Financial Markets 0.01% Add +8.0% 331,101 $12.1M
Ameriprise Financial Inc. 0.00% Add +1.7% 322,567 $11.8M
State Street Corp. 0.00% Reduce -0.6% 294,044 $10.8M
UBS Group AG 0.00% Add +30.0% 274,123 $10.0M
Renaissance Technologies 0.01% Add +198.7% 244,000 $8.9M
Marshall Wace, LLP 0.01% New 229,419 $8.4M
Geode Capital Management, LLC 0.00% Reduce -10.6% 225,990 $8.3M
Millennium Management 0.01% New 213,378 $7.8M
Primecap Management Co. 0.00% Reduce -3.8% 119,975 $4.4M
Morgan Stanley 0.00% Reduce -0.3% 119,016 $4.4M
Northern Trust Corp. 0.00% Reduce -14.0% 98,665 $3.6M
HSBC Holdings PLC 0.00% Add +108.4% 96,549 $3.5M
Jane Street Group, LLC 0.01% New 89,714 $3.3M
Edgestream Partners, L.P. 0.08% New 74,061 $2.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -9.4% 68,916 $2.5M
Pacer Advisors, Inc. 0.01% Reduce -19.1% 67,814 $2.5M
Wilkins Investment Counsel Inc. 0.34% Add +3.6% 66,027 $2.4M
Saybrook Capital 0.62% Reduce -13.1% 60,258 $2.2M
Twinbeech Capital LP 0.05% New 58,896 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -53.2% 57,295 $2.1M
Nuveen, LLC 0.00% Reduce -2.3% 54,201 $2.0M
Two Sigma Investments, LP 0.00% New 52,725 $1.9M
Bank of America Corp. 0.00% Add +367.6% 51,550 $1.9M
Janus Henderson Group PLC 0.00% Add +33.5% 51,465 $1.9M
Walleye Capital LLC 0.02% Add +370.2% 48,526 $1.8M
HRT Financial LP 0.01% New 47,523 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +241.9% 43,040 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +8.7% 41,842 $1.5M
Magnetar Financial LLC 0.01% New 38,889 $1.4M
Bank of New York Mellon Corp 0.00% Reduce -8.1% 38,292 $1.4M
EFG Asset Management (North America) Corp. 0.19% Reduce -0.8% 35,982 $1.3M
PDT Partners, LLC 0.07% New 34,970 $1.3M
J. Goldman & Co LP 0.04% New 33,336 $1.2M
ForthRight Wealth Management, LLC 0.35% Reduce -12.4% 30,296 $1.1M
Engineers Gate Manager LP 0.01% New 30,210 $1.1M
Two Sigma Advisers, LP 0.00% New 30,200 $1.1M
Verition Fund Management LLC 0.01% Add +43.4% 28,469 $1.0M
Raymond James Financial Inc. 0.00% Reduce -13.8% 28,159 $1.0M
Point72 Asset Management 0.00% New 27,805 $1.0M
Barclays PLC 0.00% Add +46.6% 27,037 $990K
Susquehanna International Group, LLP 0.00% Add +34.0% 25,579 $936K
Swiss National Bank 0.00% Add +88.1% 25,200 $922K
Victory Capital Management Inc. 0.00% Reduce -29.6% 24,433 $894K
Norges Bank 0.00% No change 21,343 $781K
Rhumbline Advisers 0.00% Reduce -6.7% 18,876 $691K
Royal Bank of Canada 0.00% Add +373.6% 17,056 $625K
Squarepoint Ops LLC 0.00% Reduce -43.0% 16,855 $617K
Alliancebernstein L.P. 0.00% No change 15,750 $576K
Cubist Systematic Strategies, LLC 0.01% New 15,582 $570K
STRS Ohio 0.00% New 14,600 $534K
Man Group plc 0.00% New 14,442 $529K
Invictus Private Wealth, LLC 0.04% No change 14,152 $518K
Walleye Trading LLC 0.01% Reduce -14.1% 13,531 $495K
Baker Avenue Asset Management, LP 0.01% No change 12,750 $467K
AQR Capital Management 0.00% New 12,446 $456K
Legal & General Group Plc 0.00% Add +43.5% 12,349 $452K
Jain Global LLC 0.01% New 12,334 $451K
American Century Companies Inc. 0.00% Reduce -78.9% 11,451 $419K
Fox Run Management, L.L.C. 0.07% New 10,787 $395K
Advisory Services Network, LLC 0.01% Reduce -6.5% 10,659 $387K
Fermata Advisors, LLC 0.10% New 10,410 $381K
Deutsche Bank AG 0.00% Reduce -7.8% 10,169 $372K
Aviva PLC 0.00% Add +0.3% 10,125 $371K
Intech Investment Management LLC 0.00% Add +64.5% 9,632 $353K
MetLife Investment Management, LLC 0.00% No change 9,340 $342K
Wells Fargo & Company 0.00% Reduce -41.9% 9,046 $331K
Aigen Investment Management, LP 0.04% New 8,327 $305K
KLP Kapitalforvaltning As 0.00% Add +485.7% 8,200 $300K
Nemes Rush Group LLC 0.03% No change 8,001 $293K
Acadian Asset Management LLC 0.00% New 7,712 $282K
Ami Asset Management Corp. 0.02% Reduce -35.1% 7,503 $275K
Invesco Ltd. 0.00% Reduce -6.4% 7,454 $273K
Manufacturers Life Insurance Company, The 0.00% Reduce -20.8% 7,419 $272K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -23.9% 7,147 $262K
California State Teachers Retirement System 0.00% Reduce -4.7% 6,715 $246K
XTX Topco Ltd 0.01% Reduce -73.8% 6,318 $231K
Virtu Financial LLC 0.01% New 5,919 $217K
Dynamic Technology Lab Private Ltd 0.03% New 5,909 $216K
New York State Common Retirement Fund 0.00% No change 4,900 $179K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +600.0% 4,200 $154K
Point72 (DIFC) Ltd 0.01% New 4,035 $148K
Parallel Advisors, LLC 0.00% Add +0.9% 3,905 $143K
Tower Research Capital LLC (TRC) 0.00% Add +144.2% 3,851 $141K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -6.2% 3,031 $111K
Meeder Asset Management Inc. 0.01% Reduce -75.7% 2,236 $82K
Quantbot Technologies LP 0.00% New 1,798 $66K
Simplex Trading, LLC 0.00% New 1,795 $65K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.5% 1,332 $49K

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

Show all 129 holders