Ibotta Inc. Class AIBTA
13F holders, Q3 2025 (September 30)120holders −9
29new positions
37sold out
5famous investors
$27.85avg. 13F price*
At the end of Q3 2025, 120 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, down 9 from Q2 2025. 29 opened new positions and 37 sold out. The largest holders were Koch, Inc. ($122.2M), Vanguard Group Inc. ($43.7M) and D. E. Shaw & Co. ($35.9M). 5 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), David E. Shaw (0.0% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $10.3M |
| Exits | 37 | $63.5M |
All 13F filers, Q2 2025 → Q3 2025: 3,339,991 shares bought and 3,434,399 shares sold, net −94,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Koch, Inc. | 16.15% | No change | 4,389,129 | $122.2M |
| Vanguard Group Inc. | 0.00% | Add +17.3% | 1,570,896 | $43.7M |
| D. E. Shaw & Co. | 0.03% | Reduce -11.0% | 1,290,546 | $35.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +15.1% | 1,281,219 | $35.7M |
| Amova Asset Management Americas, Inc. | 0.34% | Add +15.6% | 1,279,652 | $35.6M |
| BlackRock, Inc. | 0.00% | Add +15.7% | 1,035,409 | $28.8M |
| ARK Investment Management | 0.15% | Add +39.3% | 907,386 | $25.3M |
| HSBC Holdings PLC | 0.01% | Add +695.4% | 767,956 | $21.4M |
| Citigroup Inc. | 0.01% | Add +90.2% | 641,337 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 572,090 | $15.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +697.1% | 456,680 | $12.7M |
| BNP Paribas Financial Markets | 0.01% | Add +23.2% | 407,936 | $11.4M |
| Notable Capital Management, L.L.C. | 13.03% | Reduce -9.6% | 367,032 | $10.2M |
| Morgan Stanley | 0.00% | Add +174.4% | 326,561 | $9.1M |
| Geode Capital Management, LLC | 0.00% | Add +43.6% | 324,479 | $9.0M |
| State Street Corp. | 0.00% | Add +4.9% | 308,472 | $8.6M |
| UBS Group AG | 0.00% | Reduce -16.9% | 227,901 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.9% | 190,612 | $5.3M |
| Citadel Advisors | 0.00% | Reduce -84.6% | 164,556 | $4.6M |
| Northern Trust Corp. | 0.00% | Add +55.8% | 153,678 | $4.3M |
| Primecap Management Co. | 0.00% | Add +25.2% | 150,165 | $4.2M |
| Renaissance Technologies | 0.01% | Reduce -39.4% | 147,800 | $4.1M |
| Marshall Wace, LLP | 0.00% | Reduce -45.4% | 125,165 | $3.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +51.2% | 104,227 | $2.9M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | New | 88,641 | $2.5M |
| Wilkins Investment Counsel Inc. | 0.26% | No change | 66,027 | $1.8M |
| Saybrook Capital | 0.44% | No change | 60,258 | $1.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 56,368 | $1.6M |
| Bank of America Corp. | 0.00% | Add +8.9% | 56,144 | $1.6M |
| Nuveen, LLC | 0.00% | Add +1.0% | 54,730 | $1.5M |
| Victory Capital Management Inc. | 0.00% | Add +112.2% | 51,854 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | New | 44,548 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 43,258 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.3% | 40,329 | $1.1M |
| Voleon Capital Management LP | 0.03% | New | 37,503 | $1.0M |
| Penserra Capital Management LLC | 0.01% | New | 33,207 | $924K |
| ForthRight Wealth Management, LLC | 0.25% | No change | 30,296 | $844K |
| Swiss National Bank | 0.00% | Add +7.1% | 27,000 | $752K |
| Squarepoint Ops LLC | 0.00% | Add +53.4% | 25,848 | $720K |
| Royal Bank of Canada | 0.00% | Add +46.7% | 25,019 | $697K |
| STRS Ohio | 0.00% | Add +49.3% | 21,800 | $607K |
| AQR Capital Management | 0.00% | Add +67.6% | 20,861 | $581K |
| Barclays PLC | 0.00% | Reduce -26.1% | 19,984 | $557K |
| Rhumbline Advisers | 0.00% | Add +2.0% | 19,256 | $536K |
| Verition Fund Management LLC | 0.00% | Reduce -34.8% | 18,549 | $517K |
| Aviva PLC | 0.00% | Add +80.8% | 18,308 | $510K |
| Quadrature Capital Ltd | 0.01% | New | 18,171 | $506K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -60.7% | 16,914 | $471K |
| Numerai GP LLC | 0.06% | New | 14,911 | $415K |
| Voya Investment Management LLC | 0.00% | New | 14,703 | $409K |
| Invictus Private Wealth, LLC | 0.02% | No change | 14,152 | $394K |
| Legal & General Group Plc | 0.00% | Add +9.0% | 13,461 | $375K |
| California State Teachers Retirement System | 0.00% | Add +91.8% | 12,881 | $359K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 12,750 | $355K |
| Alliancebernstein L.P. | 0.00% | Reduce -23.5% | 12,050 | $336K |
| KLP Kapitalforvaltning As | 0.00% | Add +45.1% | 11,900 | $331K |
| Wells Fargo & Company | 0.00% | Add +25.4% | 11,343 | $316K |
| Jane Street Group, LLC | 0.00% | Reduce -87.5% | 11,236 | $313K |
| Russell Investments Group, Ltd. | 0.00% | Add +9448.7% | 10,790 | $300K |
| Deutsche Bank AG | 0.00% | Add +2.5% | 10,420 | $290K |
| Fermata Advisors, LLC | 0.07% | No change | 10,410 | $290K |
| Advisory Services Network, LLC | 0.00% | Reduce -6.9% | 9,925 | $276K |
| Dimensional Fund Advisors LP | 0.00% | New | 9,362 | $261K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,340 | $260K |
| EntryPoint Capital, LLC | 0.10% | New | 8,834 | $246K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,274 | $230K |
| Axq Capital, LP | 0.09% | New | 8,002 | $223K |
| Nemes Rush Group LLC | 0.02% | No change | 8,001 | $223K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 7,803 | $217K |
| Invesco Ltd. | 0.00% | Reduce -1.9% | 7,311 | $204K |
| Franklin Resources Inc. | 0.00% | New | 7,252 | $202K |
| SG Americas Securities, LLC | 0.00% | New | 6,849 | $191K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +61.9% | 6,800 | $189K |
| Acadian Asset Management LLC | 0.00% | Reduce -11.4% | 6,834 | $189K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.2% | 6,488 | $181K |
| New York State Common Retirement Fund | 0.00% | No change | 4,900 | $136K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +30.4% | 3,954 | $110K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.1% | 3,862 | $108K |
| Quantbot Technologies LP | 0.00% | Add +34.6% | 2,420 | $67K |
| Simplex Trading, LLC | 0.00% | Add +28.4% | 2,304 | $64K |
| Group One Trading LLC | 0.00% | New | 1,688 | $47K |
| Osaic Holdings, Inc. | 0.00% | Add +265.1% | 1,559 | $44K |
| Cwm, LLC | 0.00% | Add +50.8% | 1,422 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,332 | $37K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1,000 | $28K |
| State of Alaska, Department of Revenue | 0.00% | New | 815 | $22K |
| Federated Hermes, Inc. | 0.00% | Add +241.1% | 764 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.5% | 752 | $21K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +31.1% | 632 | $18K |
| Abound Wealth Management | 0.00% | New | 604 | $17K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -50.0% | 568 | $16K |
| Amalgamated Bank | 0.00% | No change | 541 | $15K |
| FMR LLC | 0.00% | Reduce -60.9% | 395 | $11K |
| US Bancorp \de | 0.00% | Add +27.8% | 221 | $6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +65.5% | 230 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 164 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 150 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -79.0% | 145 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +954.5% | 116 | $3K |
| True Wealth Design, LLC | 0.00% | New | 109 | $3K |
| Essential Partners LLC | 0.00% | New | 99 | $3K |
| Optiver Holding B.V. | 0.00% | New | 92 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -57.9% | 88 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +492.9% | 83 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 85 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 61 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +29.6% | 57 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 51 | $1K |
| Sterling Capital Management LLC | 0.00% | Add +6.3% | 34 | $947 |
| GAMMA Investing LLC | 0.00% | Reduce -68.8% | 25 | $696 |
| Lanark Financial, Inc. | 0.00% | New | 10 | $278 |
| Arax Advisory Partners | 0.00% | New | 10 | $278 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -85.7% | 8 | $223 |
| Allworth Financial LP | 0.00% | Reduce -92.9% | 6 | $168 |
| PNC Financial Services Group, Inc. | 0.00% | New | 6 | $167 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $139 |
| Larson Financial Group LLC | 0.00% | Reduce -50.0% | 4 | $111 |
| IFP Advisors, Inc | 0.00% | New | 3 | $84 |
| CVA Family Office, LLC | 0.00% | No change | 1 | $28 |
| Covestor Ltd | 0.00% | Reduce -99.5% | 1 | $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.