Ibotta Inc. Class AIBTA
13F holders, Q4 2025 (December 31)121holders +1
20new positions
21sold out
4famous investors
$22.70avg. 13F price*
At the end of Q4 2025, 121 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, up 1 from Q3 2025. 20 opened new positions and 21 sold out. The largest holders were Koch, Inc. ($99.8M), D. E. Shaw & Co. ($38.4M) and Vanguard Group Inc. ($26.5M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.2M |
| Exits | 21 | $33.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,147,245 shares bought and 4,722,656 shares sold, net −2,575,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Koch, Inc. | 13.80% | No change | 4,389,129 | $99.8M |
| D. E. Shaw & Co. | 0.03% | Add +31.0% | 1,690,546 | $38.4M |
| Vanguard Group Inc. | 0.00% | Reduce -25.8% | 1,164,995 | $26.5M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 1,051,720 | $23.9M |
| HSBC Holdings PLC | 0.01% | Add +29.4% | 993,977 | $22.2M |
| Citigroup Inc. | 0.01% | Add +0.5% | 644,552 | $14.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -69.6% | 389,463 | $8.9M |
| Deutsche Bank AG | 0.00% | Add +3449.8% | 369,890 | $8.4M |
| Notable Capital Management, L.L.C. | 11.38% | No change | 367,032 | $8.3M |
| Amova Asset Management Americas, Inc. | 0.09% | Reduce -73.3% | 341,265 | $7.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 327,479 | $7.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.3% | 325,046 | $7.4M |
| State Street Corp. | 0.00% | Reduce -1.1% | 305,137 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -30.5% | 227,070 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +1898.3% | 224,529 | $5.1M |
| Renaissance Technologies | 0.01% | Add +37.6% | 203,308 | $4.6M |
| Bank of America Corp. | 0.00% | Add +261.5% | 202,944 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 194,052 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +237.0% | 189,954 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.5% | 175,612 | $4.0M |
| UBS Group AG | 0.00% | Reduce -34.9% | 148,420 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -9.9% | 148,257 | $3.4M |
| Northern Trust Corp. | 0.00% | Reduce -8.0% | 141,345 | $3.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.8% | 119,625 | $2.7M |
| Primecap Management Co. | 0.00% | Reduce -41.6% | 87,635 | $2.0M |
| Millennium Management | 0.00% | New | 86,921 | $2.0M |
| XTX Topco Ltd | 0.05% | New | 84,322 | $1.9M |
| HRT Financial LP | 0.01% | New | 78,065 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.9% | 74,765 | $1.7M |
| Brooklyn Investment Group | 0.08% | New | 73,365 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -45.4% | 68,383 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +56.7% | 63,209 | $1.4M |
| Saybrook Capital | 0.34% | No change | 60,258 | $1.4M |
| Nuveen, LLC | 0.00% | Add +4.5% | 57,206 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | New | 48,775 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.0% | 44,967 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 44,548 | $1.0M |
| Voleon Capital Management LP | 0.02% | Add +1.9% | 38,231 | $869K |
| Barclays PLC | 0.00% | Add +60.3% | 32,028 | $728K |
| ForthRight Wealth Management, LLC | 0.20% | No change | 30,296 | $689K |
| Swiss National Bank | 0.00% | Add +10.7% | 29,900 | $680K |
| Penserra Capital Management LLC | 0.01% | Reduce -15.3% | 28,118 | $639K |
| Quantinno Capital Management LP | 0.00% | New | 26,448 | $601K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 25,842 | $587K |
| FourThought Financial Partners, LLC | 0.04% | New | 23,134 | $526K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -74.3% | 22,751 | $517K |
| Franklin Resources Inc. | 0.00% | Add +213.5% | 22,733 | $517K |
| STRS Ohio | 0.00% | No change | 21,800 | $496K |
| VARCOV Co. | 0.17% | — | 19,305 | $439K |
| Wells Fargo & Company | 0.00% | Add +59.0% | 18,038 | $410K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.0% | 17,769 | $404K |
| Rhumbline Advisers | 0.00% | Reduce -12.5% | 16,857 | $383K |
| Verition Fund Management LLC | 0.00% | Reduce -12.1% | 16,300 | $370K |
| California State Teachers Retirement System | 0.00% | Add +17.9% | 15,183 | $345K |
| Russell Investments Group, Ltd. | 0.00% | Add +24.9% | 13,482 | $306K |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 13,416 | $305K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 12,750 | $290K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.2% | 12,400 | $282K |
| Alliancebernstein L.P. | 0.00% | No change | 12,050 | $274K |
| Invictus Private Wealth, LLC | 0.01% | Reduce -25.6% | 10,524 | $239K |
| WINTON GROUP Ltd | 0.01% | New | 10,440 | $237K |
| Fermata Advisors, LLC | 0.06% | No change | 10,410 | $237K |
| Canada Pension Plan Investment Board | 0.00% | New | 10,200 | $232K |
| Fox Run Management, L.L.C. | 0.04% | New | 10,007 | $227K |
| Nano Cap New Millennium Growth Fund L P | 0.19% | — | 10,000 | $227K |
| Dimensional Fund Advisors LP | 0.00% | Add +4.8% | 9,809 | $223K |
| Aristides Capital LLC | 0.08% | New | 9,700 | $220K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,340 | $212K |
| Invesco Ltd. | 0.00% | Add +21.6% | 8,892 | $202K |
| Nemes Rush Group LLC | 0.02% | No change | 8,001 | $182K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,800 | $155K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 6,460 | $147K |
| SG Americas Securities, LLC | 0.00% | Reduce -12.2% | 6,011 | $137K |
| New York State Common Retirement Fund | 0.00% | No change | 4,900 | $111K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,954 | $90K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.0% | 3,861 | $88K |
| AlphaQuest LLC | 0.00% | New | 3,723 | $85K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +335.8% | 2,754 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Add +47920.0% | 2,401 | $55K |
| Simplex Trading, LLC | 0.00% | Reduce -8.5% | 2,109 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -92.2% | 1,950 | $44K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 1,406 | $32K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,332 | $30K |
| Cwm, LLC | 0.00% | Reduce -6.6% | 1,328 | $30K |
| Group One Trading LLC | 0.00% | Reduce -35.5% | 1,088 | $25K |
| Acadian Asset Management LLC | 0.00% | Reduce -84.3% | 1,076 | $24K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1,000 | $23K |
| FMR LLC | 0.00% | Add +103.5% | 804 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +385.4% | 796 | $18K |
| State of Alaska, Department of Revenue | 0.00% | No change | 815 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.5% | 786 | $18K |
| Abound Wealth Management | 0.00% | No change | 604 | $14K |
| Federated Hermes, Inc. | 0.00% | Reduce -36.8% | 483 | $11K |
| Amalgamated Bank | 0.00% | Reduce -18.9% | 439 | $10K |
| Covestor Ltd | 0.00% | Add +33200.0% | 333 | $8K |
| Blue Trust, Inc. | 0.00% | New | 336 | $8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.4% | 247 | $6K |
| Arax Advisory Partners | 0.00% | Add +1750.0% | 185 | $4K |
| Larson Financial Group LLC | 0.00% | Add +4200.0% | 172 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 150 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 116 | $3K |
| UMB Bank, n.a. | 0.00% | New | 109 | $2K |
| Optiver Holding B.V. | 0.00% | No change | 92 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +167.7% | 91 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.2% | 84 | $2K |
| Los Angeles Capital Management LLC | 0.00% | New | 58 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 61 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 51 | $1K |
| GAMMA Investing LLC | 0.00% | Add +100.0% | 50 | $1K |
| Allworth Financial LP | 0.00% | Add +533.3% | 38 | $864 |
| Signaturefd, LLC | 0.00% | Reduce -64.8% | 31 | $705 |
| Rothschild Investment LLC | 0.00% | New | 30 | $682 |
| SJS Investment Consulting Inc. | 0.00% | New | 18 | $410 |
| Fortitude Family Office, LLC | 0.00% | New | 17 | $386 |
| US Bancorp \de | 0.00% | Reduce -92.3% | 17 | $386 |
| Lanark Financial, Inc. | 0.00% | No change | 10 | $227 |
| IFP Advisors, Inc | 0.00% | Add +33.3% | 4 | $91 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -96.4% | 3 | $68 |
| Smartleaf Asset Management LLC | 0.00% | New | 3 | $67 |
| Essential Partners LLC | 0.00% | Reduce -98.0% | 2 | $45 |
| CVA Family Office, LLC | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is IBTA's weight in each manager's 13F, not the share of Ibotta Inc. Class A the manager owns.