Ibotta Inc. Class AIBTA

13F holders, Q2 2026 (June 30)
146holders +14
25new positions
12sold out
7famous investors
$34.23avg. 13F price*

At the end of Q2 2026, 146 institutions reported holding Ibotta Inc. Class A (IBTA) in their 13F filings, up 14 from Q1 2026. 25 opened new positions and 12 sold out. The largest holders were Koch, Inc. ($149.9M), D. E. Shaw & Co. ($57.7M) and HSBC Holdings PLC ($35.7M). 7 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$12.5M
Exits12$9.4M

All 13F filers, Q1 2026 → Q2 2026: 764,818 shares bought and 1,008,343 shares sold, net −243,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 146 holders

Koch, Inc. 13.70% No change 4,389,129 $149.9M
D. E. Shaw & Co. 0.04% No change 1,690,546 $57.7M
HSBC Holdings PLC 0.02% Add +0.7% 1,016,521 $35.7M
BlackRock, Inc. 0.00% Reduce -2.6% 937,170 $32.0M
Citigroup Inc. 0.01% Add +0.7% 644,972 $22.0M
Vanguard Capital Management LLC 0.00% Add +1.8% 528,841 $18.1M
Notable Capital Management, L.L.C. 22.27% Reduce -8.4% 336,042 $11.5M
BNP Paribas Financial Markets 0.01% Add +1.8% 333,106 $11.4M
Geode Capital Management, LLC 0.00% Reduce -6.4% 277,664 $9.5M
State Street Corp. 0.00% Reduce -4.2% 272,487 $9.3M
Renaissance Technologies 0.01% Reduce -6.8% 223,083 $7.6M
Bank of America Corp. 0.00% Reduce -15.9% 201,088 $6.9M
Deutsche Bank AG 0.00% Reduce -35.9% 173,907 $5.9M
UBS Group AG 0.00% Reduce -2.7% 168,497 $5.8M
Morgan Stanley 0.00% Reduce -30.5% 164,498 $5.6M
Nuveen, LLC 0.00% Add +212.4% 162,509 $5.6M
American Century Companies Inc. 0.00% New 150,347 $5.1M
Millennium Management 0.00% Add +23.6% 120,472 $4.1M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -26.8% 112,660 $3.8M
Goldman Sachs Group Inc. 0.00% Reduce -4.5% 105,702 $3.6M
Vanguard Portfolio Management LLC 0.00% Reduce -16.0% 103,626 $3.5M
Barclays PLC 0.00% Add +57.9% 101,360 $3.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -9.6% 94,600 $3.2M
Northern Trust Corp. 0.00% Reduce -27.4% 93,333 $3.2M
XTX Topco Ltd 0.04% Add +38.0% 88,350 $3.0M
Point72 Asset Management 0.00% Add +37.7% 88,313 $3.0M
Citadel Advisors 0.00% Reduce -28.6% 88,301 $3.0M
AQR Capital Management 0.00% Add +79.6% 86,237 $2.9M
JPMorgan Chase & Co. 0.00% Add +374.3% 84,759 $2.9M
Jane Street Group, LLC 0.00% Reduce -34.3% 84,764 $2.9M
Vanguard Fiduciary Trust Co. 0.00% Reduce -16.4% 80,198 $2.7M
Saybrook Capital 0.52% No change 60,258 $2.1M
Bank of New York Mellon Corp 0.00% Add +3.4% 59,478 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +2.5% 49,983 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -0.1% 44,706 $1.5M
Primecap Management Co. 0.00% Reduce -0.5% 41,735 $1.4M
Tudor Investment Corporation 0.01% New 41,019 $1.4M
Invesco Ltd. 0.00% Reduce -10.0% 29,889 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 26,419 $902K
Mariner, LLC 0.00% Add +44.7% 26,283 $898K
Quantinno Capital Management LP 0.00% Add +12.2% 26,188 $895K
ForthRight Wealth Management, LLC 0.22% Reduce -16.9% 25,180 $860K
Susquehanna Portfolio Strategies, LLC 0.01% New 24,770 $846K
Voleon Capital Management LP 0.02% Reduce -23.8% 24,205 $827K
ExodusPoint Capital Management, LP 0.01% New 23,011 $786K
Occudo Quantitative Strategies LP 0.04% New 22,895 $782K
Acadian Asset Management LLC 0.00% Add +43.8% 21,701 $739K
Swiss National Bank 0.00% Reduce -33.8% 19,800 $676K
Franklin Resources Inc. 0.00% Reduce -27.3% 18,930 $647K
Balyasny Asset Management L.P. 0.00% Reduce -83.0% 15,424 $527K
Rhumbline Advisers 0.00% Reduce -12.8% 14,552 $497K
Penserra Capital Management LLC 0.00% Reduce -39.1% 14,329 $489K
Jump Financial, LLC 0.00% New 13,300 $454K
STRS Ohio 0.00% Add +20.8% 12,800 $437K
Baker Avenue Asset Management, LP 0.01% No change 12,750 $436K
Alliancebernstein L.P. 0.00% Add +14.9% 13,850 $415K
Wells Fargo & Company 0.00% Add +67.8% 11,391 $389K
Gsa Capital Partners LLP 0.02% New 10,505 $359K
Ameriprise Financial Inc. 0.00% Reduce -33.3% 10,434 $356K
California State Teachers Retirement System 0.00% Add +98.3% 10,301 $352K
Susquehanna International Group, LLP 0.00% Reduce -33.3% 10,162 $347K
Focus Partners Wealth 0.00% Add +8.2% 9,983 $341K
Engineers Gate Manager LP 0.00% New 9,595 $328K
Dimensional Fund Advisors LP 0.00% Reduce -0.8% 8,917 $305K
Schonfeld Strategic Advisors LLC 0.00% New 8,710 $298K
Fermata Advisors, LLC 0.06% Reduce -17.9% 8,546 $292K
Jain Global LLC 0.00% Reduce -1.9% 8,541 $292K
Fox Run Management, L.L.C. 0.05% New 8,512 $291K
Squarepoint Ops LLC 0.00% New 8,481 $290K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 8,230 $281K
Nemes Rush Group LLC 0.02% No change 8,001 $273K
Man Group plc 0.00% New 7,934 $271K
Norden Group LLC 0.02% Reduce -2.5% 7,537 $257K
Creative Planning 0.00% New 7,298 $249K
MetLife Investment Management, LLC 0.00% No change 7,153 $244K
SG Americas Securities, LLC 0.00% New 6,965 $238K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,800 $232K
Drive Wealth Management, LLC 0.04% New 6,532 $223K
Jupiter Topco LLC 0.00% — 6,500 $223K
Legal & General Group Plc 0.00% Reduce -38.6% 6,118 $209K
Brevan Howard Capital Management LP 0.00% New 5,911 $202K
Ieq Capital, LLC 0.00% New 5,873 $201K
Arax Advisory Partners 0.00% Add +8289.9% 5,789 $198K
Quantbot Technologies LP 0.01% Reduce -73.3% 5,567 $190K
Meeder Asset Management Inc. 0.01% Add +296.4% 5,110 $175K
New York State Common Retirement Fund 0.00% No change 4,900 $167K
Vanguard Global Advisers, LLC 0.00% No change 4,712 $161K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -12.2% 4,573 $156K
State of Wyoming 0.02% New 4,441 $152K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,954 $135K
KLP Kapitalforvaltning As 0.00% No change 3,200 $109K
Russell Investments Group, Ltd. 0.00% Reduce -78.9% 3,047 $104K
Vanguard Investments Australia, Ltd. 0.00% No change 3,000 $102K
Larson Financial Group LLC 0.00% Reduce -3.9% 2,872 $98K
Osaic Holdings, Inc. 0.00% Add +14.3% 2,871 $98K
FMR LLC 0.00% Add +1.9% 2,305 $79K
Royal Bank of Canada 0.00% Add +44.1% 2,246 $76K
Simplex Trading, LLC 0.00% Add +22.3% 1,543 $53K
Tower Research Capital LLC (TRC) 0.00% Reduce -3.5% 1,340 $46K
Private Wealth Asset Management, LLC 0.00% No change 1,000 $34K
Ameritas Investment Partners, Inc. 0.00% No change 907 $31K
State of Alaska, Department of Revenue 0.00% No change 815 $27K
Versant Capital Management, Inc 0.00% Add +28.2% 605 $21K
Abound Wealth Management 0.00% No change 604 $21K
Silver Grove Financial Group, Inc. 0.01% New 590 $20K
Blue Trust, Inc. 0.00% No change 336 $11K
Rockefeller Capital Management L.P. 0.00% No change 322 $11K
Covestor Ltd 0.01% Reduce -22.8% 277 $10K
EverSource Wealth Advisors, LLC 0.00% Add +19.0% 288 $10K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -48.3% 288 $10K
GAMMA Investing LLC 0.00% Add +49.7% 283 $10K
UMB Bank, n.a. 0.00% No change 209 $7K
Allworth Financial LP 0.00% Add +8.9% 207 $7K
Group One Trading LLC 0.00% Reduce -76.7% 163 $6K
C M Bidwell & Associates Ltd. 0.00% New 124 $4K
SBI Securities Co., Ltd. 0.00% No change 124 $4K
Parallel Advisors, LLC 0.00% Reduce -97.0% 117 $4K
Nisa Investment Advisors, LLC 0.00% Add +2.7% 114 $4K
Caitong International Asset Management Co., Ltd 0.00% Reduce -94.2% 105 $4K
Harbor Capital Advisors, Inc. 0.00% Reduce -4.3% 90 $3K
Sterling Capital Management LLC 0.00% Add +20.8% 87 $3K
Nykredit A/S 0.00% — 86 $3K
US Bancorp \de 0.00% Reduce -40.6% 79 $3K
Essential Partners LLC 0.00% Reduce -90.5% 78 $3K
Optiver Holding B.V. 0.00% No change 76 $3K
Picton Mahoney Asset Management 0.00% New 66 $2K
Fortitude Family Office, LLC 0.00% New 65 $2K
Rothschild Investment LLC 0.00% Add +146.2% 64 $2K
Quarry LP 0.00% New 58 $2K
Los Angeles Capital Management LLC 0.00% No change 58 $2K
Golden State Wealth Management, LLC 0.00% No change 51 $2K
Farther Finance Advisors, LLC 0.00% Add +34.3% 47 $2K
Jones Financial Companies LLLP 0.00% New 47 $2K
Signaturefd, LLC 0.00% No change 39 $1K
True Wealth Design, LLC 0.00% Add +25.0% 30 $1K
Parkside Financial Bank & Trust 0.00% No change 25 $854
LRI Investments, LLC 0.00% No change 25 $854
SJS Investment Consulting Inc. 0.00% Add +9.5% 23 $787
PNC Financial Services Group, Inc. 0.00% Add +31.3% 21 $717
Stone House Investment Management, LLC 0.00% No change 15 $512
Lanark Financial, Inc. 0.00% No change 10 $341
IFP Advisors, Inc 0.00% No change 5 $171
Global Retirement Partners, LLC 0.00% — 4 $137
Clearstead Advisors, LLC 0.00% New 3 $103
Smartleaf Asset Management LLC 0.00% No change 3 $103
CVA Family Office, LLC 0.00% No change 1 $34

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