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Ibotta (IBTA) Institutional Ownership

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$36.47 +0.71 (+1.99%)
As of 07/3/2025 03:30 PM Eastern

Institutional Ownership Changes (13F Filings) for Ibotta (NYSE:IBTA)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$108.65M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.73M
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IBTA Institutional Buying and Selling by Quarter

Ibotta Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.122,514$5.17M0.0%+16.6%0.484%
5/29/2025Rhumbline Advisers20,221$853K0.0%+6.6%0.080%
5/16/2025Goldman Sachs Group Inc.122,514$5.17M0.0%+16.6%0.395%
5/16/2025Jones Financial Companies Lllp3,811$161K0.0%N/A0.012%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,394$396K0.0%+5.8%0.030%
5/16/2025EFG Asset Management North America Corp.36,255$1.53M0.3%-35.3%0.117%
5/15/2025Southpoint Capital Advisors LP1,536,500$64.84M1.5%+48.2%4.953%
5/14/2025Walleye Capital LLC10,321$436K0.0%N/A0.033%
5/14/2025Hsbc Holdings PLC46,335$1.95M0.0%N/A0.149%
5/13/2025American Century Companies Inc.54,326$2.29M0.0%+26.5%0.175%
5/12/2025Nuveen LLC55,454$2.34M0.0%N/A0.179%
5/12/2025Invesco Ltd.7,962$336K0.0%+53.6%0.026%
5/12/2025Citigroup Inc.334,460$14.11M0.0%+2,500.8%1.078%
5/9/2025Deutsche Bank AG11,030$465K0.0%+6.9%0.036%
5/9/2025Charles Schwab Investment Management Inc.76,093$3.21M0.0%-1.1%0.245%
5/9/2025Primecap Management Co. CA124,675$5.26M0.0%-2.1%0.402%
5/9/2025Vanguard Group Inc.1,485,827$62.70M0.0%-4.5%4.790%
5/8/2025Invictus Private Wealth LLC14,152$597K0.0%-29.8%0.046%
5/8/2025XTX Topco Ltd24,068$1.02M0.1%+237.9%0.078%
5/8/2025Federated Hermes Inc.6,740$284K0.0%+883.9%0.022%
5/7/2025Meeder Asset Management Inc.9,189$388K0.0%N/A0.030%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 600$25K0.0%N/A0.002%
5/7/2025ARK Investment Management LLC704,308$29.72M0.3%+299.8%2.270%
5/7/2025Nikko Asset Management Americas Inc.1,053,518$44.46M0.6%+68.8%3.396%
5/6/2025Wilkins Investment Counsel Inc.63,727$2.69M0.4%+1,608.5%0.205%
5/6/2025Pacer Advisors Inc.83,860$3.54M0.0%N/A0.270%
5/2/2025Victory Capital Management Inc.34,718$1.47M0.0%N/A0.112%
5/1/2025New York State Common Retirement Fund4,900$207K0.0%+58.1%0.016%
4/29/2025Bank of New York Mellon Corp41,681$1.76M0.0%-2.1%0.158%
4/25/2025Sumitomo Mitsui Trust Group Inc.1,043,758$44.05M0.0%+67.2%3.956%
4/23/2025AMI Asset Management Corp11,568$488K0.0%N/A0.044%
4/23/2025Saybrook Capital NC69,364$2.93M0.8%-15.5%0.263%
4/8/2025Rhumbline Advisers20,221$853K0.0%+6.6%0.073%
4/7/2025GAMMA Investing LLC1,983$840K0.0%+2,859.7%0.007%
(Data available from 1/1/2016 forward)

IBTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTA shares?

During the previous two years, 32 institutional investors and hedge funds held shares of Ibotta. The most heavily invested institutionals were Southpoint Capital Advisors LP ($64.84M), Vanguard Group Inc. ($62.70M), Nikko Asset Management Americas Inc. ($44.46M), Sumitomo Mitsui Trust Group Inc. ($44.05M), ARK Investment Management LLC ($29.72M), Citigroup Inc. ($14.11M), and Primecap Management Co. CA ($5.26M).Learn more on Ibotta's institutional investors.

Which institutional investors have been buying Ibotta's stock?

Of the 25 institutional investors that purchased Ibotta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ARK Investment Management LLC ($528.15K), Southpoint Capital Advisors LP ($499.56K), Nikko Asset Management Americas Inc. ($429.52K), Sumitomo Mitsui Trust Group Inc. ($419.52K), Citigroup Inc. ($321.60K), Pacer Advisors Inc. ($83.86K), and Wilkins Investment Counsel Inc. ($60.00K).

How much institutional buying is happening at Ibotta?

Institutional investors have bought a total of 2,593,643 shares in the last 24 months. This purchase volume represents approximately $108.65M in transactions.

Which of Ibotta's major shareholders have been selling company stock?

The following institutional investors have sold Ibotta stock in the last 24 months: Vanguard Group Inc. ($70.14K), EFG Asset Management North America Corp. ($19.76K), Saybrook Capital NC ($12.70K), Invictus Private Wealth LLC ($6K), Primecap Management Co. CA ($2.67K), Bank of New York Mellon Corp ($900.00), and Charles Schwab Investment Management Inc. ($811.00).

How much institutional selling is happening at Ibotta?

Institutional investors have sold a total of 112,974 shares in the last 24 months. This volume of shares sold represents approximately $4.73M in transactions.



This page (NYSE:IBTA) was last updated on 7/4/2025 by MarketBeat.com Staff
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