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Ibotta (IBTA) Institutional Ownership

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$55.27 +0.55 (+1.01%)
As of 05/20/2025 03:59 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)
$107.87M
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
5/16/2025 Goldman Sachs Group Inc.122,514$5.17M0.0%+16.6%0.395%
5/16/2025 Jones Financial Companies Lllp3,811$161K0.0%N/A0.012%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,394$396K0.0%+5.8%0.030%
5/16/2025 EFG Asset Management North America Corp.36,255$1.53M0.3%-35.3%0.117%
5/15/2025 Southpoint Capital Advisors LP1,536,500$64.84M1.5%+48.2%4.953%
5/14/2025 Walleye Capital LLC10,321$436K0.0%N/A0.033%
5/14/2025 Hsbc Holdings PLC46,335$1.95M0.0%N/A0.149%
5/13/2025 American Century Companies Inc.54,326$2.29M0.0%+26.5%0.175%
5/12/2025 Nuveen LLC55,454$2.34M0.0%N/A0.179%
5/12/2025 Invesco Ltd.7,962$336K0.0%+53.6%0.026%
5/12/2025 Citigroup Inc.334,460$14.11M0.0%+2,500.8%1.078%
5/9/2025 Deutsche Bank AG11,030$465K0.0%+6.9%0.036%
5/9/2025 Charles Schwab Investment Management Inc.76,093$3.21M0.0%-1.1%0.245%
5/9/2025 Primecap Management Co. CA124,675$5.26M0.0%-2.1%0.402%
5/9/2025 Vanguard Group Inc.1,485,827$62.70M0.0%-4.5%4.790%
5/8/2025 Invictus Private Wealth LLC14,152$597K0.0%-29.8%0.046%
5/8/2025 XTX Topco Ltd24,068$1.02M0.1%+237.9%0.078%
5/8/2025 Federated Hermes Inc.6,740$284K0.0%+883.9%0.022%
5/7/2025 Meeder Asset Management Inc.9,189$388K0.0%N/A0.030%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 600$25K0.0%N/A0.002%
5/7/2025 ARK Investment Management LLC704,308$29.72M0.3%+299.8%2.270%
5/7/2025 Nikko Asset Management Americas Inc.1,053,518$44.46M0.6%+68.8%3.396%
5/6/2025 Wilkins Investment Counsel Inc.63,727$2.69M0.4%+1,608.5%0.205%
5/6/2025 Pacer Advisors Inc.83,860$3.54M0.0%N/A0.270%
5/2/2025 Victory Capital Management Inc.34,718$1.47M0.0%N/A0.112%
5/1/2025 New York State Common Retirement Fund4,900$207K0.0%+58.1%0.016%
4/29/2025 Bank of New York Mellon Corp41,681$1.76M0.0%-2.1%0.158%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,043,758$44.05M0.0%+67.2%3.956%
4/23/2025 AMI Asset Management Corp11,568$488K0.0%N/A0.044%
4/23/2025 Saybrook Capital NC69,364$2.93M0.8%-15.5%0.263%
4/8/2025 Rhumbline Advisers20,221$853K0.0%+6.6%0.073%
4/7/2025 GAMMA 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 IBTA's institutional investors.

Which institutional investors have been buying Ibotta stock?

Of the 25 institutional investors that purchased Ibotta 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 2,574,970 shares in the last 24 months. This purchase volume represents approximately $107.87M in transactions.

Which Ibotta 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 5/21/2025 by MarketBeat.com Staff
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