Ibotta Inc. Class AIBTA
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $11.7M |
| Exits | 18 | $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.