Ibotta Inc. Class AIBTA

13F holders, Q1 2026 (March 31)
132holders +11
25new positions
18sold out
6famous investors
$29.99avg. 13F price*

At the end of Q1 2026, 132 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, up 11 from Q4 2025. 25 opened new positions and 18 sold out. The largest holders were Koch, Inc. ($131.5M), D. E. Shaw & Co. ($50.7M) and HSBC Holdings PLC ($30.6M). 6 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 Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions25$11.7M
Exits18$21.8M

All 13F filers, Q4 2025 → Q1 2026: 716,020 shares bought and 1,933,049 shares sold, net −1,217,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

Koch, Inc. 14.27% No change 4,389,129 $131.5M
D. E. Shaw & Co. 0.04% No change 1,690,546 $50.7M
HSBC Holdings PLC 0.02% Add +1.5% 1,009,287 $30.6M
BlackRock, Inc. 0.00% Reduce -8.5% 962,644 $28.9M
Citigroup Inc. 0.01% Reduce -0.6% 640,683 $19.2M
Vanguard Capital Management LLC 0.00% — 519,300 $15.6M
Notable Capital Management, L.L.C. 20.60% No change 367,032 $11.0M
BNP Paribas Financial Markets 0.01% Add +0.7% 327,173 $9.8M
Geode Capital Management, LLC 0.00% Reduce -9.4% 296,563 $8.9M
State Street Corp. 0.00% Reduce -6.8% 284,505 $8.5M
Deutsche Bank AG 0.00% Reduce -26.6% 271,425 $8.1M
Renaissance Technologies 0.01% Add +17.7% 239,300 $7.2M
Bank of America Corp. 0.00% Add +17.9% 239,167 $7.2M
Morgan Stanley 0.00% Add +4.3% 236,732 $7.1M
UBS Group AG 0.00% Add +16.6% 173,119 $5.2M
Hotchkis & Wiley Capital Management LLC 0.01% New 153,980 $4.6M
Jane Street Group, LLC 0.00% Reduce -42.5% 128,999 $3.9M
Northern Trust Corp. 0.00% Reduce -9.0% 128,594 $3.9M
HRT Financial LP 0.01% Add +62.3% 126,690 $3.8M
Citadel Advisors 0.00% Reduce -16.5% 123,751 $3.7M
Vanguard Portfolio Management LLC 0.00% — 123,324 $3.7M
Goldman Sachs Group Inc. 0.00% Reduce -36.9% 110,739 $3.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -12.6% 104,595 $3.1M
Millennium Management 0.00% Add +12.1% 97,473 $2.9M
Vanguard Fiduciary Trust Co. 0.00% — 95,893 $2.9M
Balyasny Asset Management L.P. 0.01% Add +86.3% 90,870 $2.7M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -54.7% 86,043 $2.6M
Barclays PLC 0.00% Add +100.5% 64,202 $1.9M
Point72 Asset Management 0.00% New 64,129 $1.9M
XTX Topco Ltd 0.03% Reduce -24.1% 64,024 $1.9M
Saybrook Capital 0.49% No change 60,258 $1.8M
Bank of New York Mellon Corp 0.00% Reduce -9.0% 57,510 $1.7M
Nuveen, LLC 0.00% Reduce -9.1% 52,020 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +8.4% 48,764 $1.5M
AQR Capital Management 0.00% New 48,007 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +0.5% 44,773 $1.3M
Primecap Management Co. 0.00% Reduce -52.1% 41,935 $1.3M
Marshall Wace, LLP 0.00% Reduce -47.0% 36,264 $1.1M
Invesco Ltd. 0.00% Add +273.4% 33,200 $995K
Voleon Capital Management LP 0.02% Reduce -16.9% 31,761 $952K
ForthRight Wealth Management, LLC 0.26% No change 30,296 $908K
Swiss National Bank 0.00% No change 29,900 $896K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +48.7% 26,419 $792K
Franklin Resources Inc. 0.00% Add +14.5% 26,036 $780K
Penserra Capital Management LLC 0.01% Reduce -16.3% 23,549 $705K
Quantinno Capital Management LP 0.00% Reduce -11.7% 23,345 $700K
VARCOV Co. 0.25% Add +14.6% 22,131 $663K
Quantbot Technologies LP 0.03% New 20,870 $625K
Mariner, LLC 0.00% New 18,165 $544K
JPMorgan Chase & Co. 0.00% Reduce -76.1% 17,869 $524K
Rhumbline Advisers 0.00% Reduce -1.1% 16,680 $500K
Ameriprise Financial Inc. 0.00% Reduce -91.9% 15,641 $469K
Susquehanna International Group, LLP 0.00% New 15,224 $456K
Acadian Asset Management LLC 0.00% Add +1303.0% 15,096 $450K
G2 Investment Partners Management LLC 0.11% New 15,000 $450K
Russell Investments Group, Ltd. 0.00% Add +7.0% 14,425 $432K
Baker Avenue Asset Management, LP 0.01% No change 12,750 $382K
Sei Investments Co. 0.00% New 11,467 $344K
STRS Ohio 0.00% Reduce -51.4% 10,600 $318K
Fermata Advisors, LLC 0.07% Add +0.0% 10,412 $312K
Legal & General Group Plc 0.00% Reduce -25.7% 9,963 $299K
Focus Partners Wealth 0.00% New 9,229 $277K
Alliancebernstein L.P. 0.00% No change 12,050 $274K
Dimensional Fund Advisors LP 0.00% Reduce -8.3% 8,992 $269K
Jain Global LLC 0.00% New 8,708 $261K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 8,230 $247K
Nemes Rush Group LLC 0.02% No change 8,001 $240K
DRW Securities, LLC 0.01% New 7,996 $240K
Norden Group LLC 0.02% New 7,730 $232K
MetLife Investment Management, LLC 0.00% Reduce -23.4% 7,153 $214K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,800 $204K
Wells Fargo & Company 0.00% Reduce -62.4% 6,790 $203K
Divisadero Street Capital Management, LP 0.01% New 6,727 $202K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -19.4% 5,210 $156K
California State Teachers Retirement System 0.00% Reduce -65.8% 5,196 $156K
New York State Common Retirement Fund 0.00% No change 4,900 $147K
Vanguard Global Advisers, LLC 0.00% — 4,712 $141K
Parallel Advisors, LLC 0.00% Add +2.8% 3,968 $119K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,954 $119K
Cwm, LLC 0.00% Add +149.3% 3,311 $99K
KLP Kapitalforvaltning As 0.00% Reduce -74.2% 3,200 $96K
Vanguard Investments Australia, Ltd. 0.00% — 3,000 $90K
Larson Financial Group LLC 0.00% Add +1637.2% 2,988 $90K
Osaic Holdings, Inc. 0.00% Add +78.7% 2,513 $75K
FMR LLC 0.00% Add +181.5% 2,263 $68K
Caitong International Asset Management Co., Ltd 0.01% Reduce -34.7% 1,799 $54K
Royal Bank of Canada 0.00% Reduce -20.1% 1,559 $46K
Tower Research Capital LLC (TRC) 0.00% Add +76.6% 1,388 $42K
New York State Teachers Retirement System 0.00% New 1,291 $39K
Meeder Asset Management Inc. 0.00% New 1,289 $39K
Simplex Trading, LLC 0.00% Reduce -40.2% 1,262 $38K
Private Wealth Asset Management, LLC 0.00% No change 1,000 $30K
Ameritas Investment Partners, Inc. 0.00% Reduce -31.9% 907 $27K
Essential Partners LLC 0.01% Add +40800.0% 818 $25K
State of Alaska, Department of Revenue 0.00% No change 815 $24K
Group One Trading LLC 0.00% Reduce -35.7% 700 $21K
Abound Wealth Management 0.00% No change 604 $18K
Federated Hermes, Inc. 0.00% Add +24.4% 601 $18K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +125.5% 557 $17K
Versant Capital Management, Inc 0.00% Reduce -40.7% 472 $14K

"% 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 132 holders