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Ibotta (IBTA) Institutional Ownership

Ibotta logo
$41.15 +0.99 (+2.47%)
As of 09/11/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ibotta (NYSE:IBTA)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$98.79M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$69.26M
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IBTA Institutional Buying and Selling by Quarter

Ibotta Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Engineers Gate Manager LP9,595$328K0.0%N/A0.048%
9/9/2026 Squarepoint Ops LLC8,481$290K0.0%N/A0.042%
8/24/2026 California State Teachers Retirement System351,882$12.02M0.0%+6,672.2%1.742%
7/7/2026 Fermata Advisors LLC8,546$292K0.1%-17.9%0.042%
5/21/2026 Essential Partners LLC818$25K0.0%+40,800.0%0.004%
5/19/2026 Bank of America Corp DE239,167$7.17M0.0%+17.8%1.184%
5/18/2026 California State Teachers Retirement System5,196$156K0.0%-65.8%0.026%
5/18/2026 Royal Bank of Canada1,559$46K0.0%-20.1%0.008%
5/16/2026 Quantinno Capital Management LP23,345$700K0.0%-11.7%0.116%
5/14/2026 Renaissance Technologies LLC239,300$7.17M0.0%+17.7%1.185%
5/14/2026 Sei Investments Co.11,467$344K0.0%N/A0.057%
5/7/2026 Meeder Asset Management Inc.1,289$39K0.0%N/A0.006%
5/7/2026 Dimensional Fund Advisors LP8,992$269K0.0%-8.3%0.043%
5/5/2026 Bank of New York Mellon Corp57,510$1.72M0.0%-9.0%0.277%
4/30/2026 Hsbc Holdings PLC1,009,287$30.58M0.0%+1.5%4.859%
4/27/2026 New York State Teachers Retirement System1,291$39K0.0%N/A0.006%
4/25/2026 Strs Ohio10,600$318K0.0%-51.4%0.051%
3/20/2026 Hsbc Holdings PLC993,977$22.21M0.0%+29.4%4.686%
3/6/2026 Hsbc Holdings PLC993,977$22.21M0.0%+29.4%4.686%
3/3/2026 Caitong International Asset Management Co. Ltd2,754$63K0.0%+335.8%0.013%
2/26/2026 Aristides Capital LLC9,700$220K0.0%N/A0.041%
2/19/2026 Invesco Ltd.8,892$202K0.0%+21.6%0.038%
2/18/2026 XTX Topco Ltd84,322$1.92M0.1%N/A0.360%
2/18/2026 VARCOV Co.19,305$439K0.2%N/A0.082%
2/18/2026 Susquehanna Portfolio Strategies LLC22,751$517K0.0%-74.3%0.097%
2/18/2026 Millennium Management LLC86,921$1.98M0.0%N/A0.371%
2/18/2026 Balyasny Asset Management L.P.48,775$1.11M0.0%N/A0.208%
2/17/2026 Price T Rowe Associates Inc. MD44,967$1.02M0.0%+4.0%0.192%
2/17/2026 California State Teachers Retirement System15,183$345K0.0%+17.9%0.065%
2/17/2026 Russell Investments Group Ltd.13,482$306K0.0%+24.9%0.058%
2/17/2026 Royal Bank of Canada1,950$44K0.0%-92.2%0.008%
2/16/2026 Verition Fund Management LLC16,300$370K0.0%-12.1%0.070%
2/16/2026 Barclays PLC32,028$728K0.0%+60.3%0.137%
2/13/2026 Marshall Wace LLP68,383$1.55M0.0%-45.4%0.292%
2/13/2026 Jacobs Levy Equity Management Inc.189,954$4.32M0.0%+237.0%0.810%
2/13/2026 Invictus Private Wealth LLC10,524$239K0.0%-25.6%0.045%
2/13/2026 Charles Schwab Investment Management Inc.119,625$2.72M0.0%+14.8%0.510%
2/13/2026 State Street Corp305,137$6.94M0.0%-1.1%1.302%
2/13/2026 Caitong International Asset Management Co. Ltd1,817$41K0.1%+187.5%0.008%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,769$404K0.0%+5.1%0.076%
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2/13/2026 Wells Fargo & Company MN18,038$410K0.0%+59.0%0.077%
2/12/2026 Jane Street Group LLC224,529$5.10M0.0%+933.0%0.958%
2/12/2026 HRT Financial LP78,065$1.77M0.0%N/A0.333%
2/12/2026Brooklyn Investment Group73,365$1.65M0.1%N/A0.313%
2/12/2026 Aristides Capital LLC9,700$220K0.0%N/A0.041%
2/12/2026 Renaissance Technologies LLC203,308$4.62M0.0%+37.6%0.867%
2/12/2026 Counterpoint Mutual Funds LLC25,842$587K0.0%N/A0.110%
2/12/2026 Swiss National Bank29,900$680K0.0%+10.7%0.128%
2/12/2026 Nuveen LLC57,206$1.30M0.0%+4.5%0.244%
2/11/2026 Primecap Management Co. CA87,635$1.99M0.0%-41.6%0.374%
2/11/2026 Amova Asset Management Americas Inc.341,265$7.74M0.1%-73.3%1.456%
2/11/2026 Deutsche Bank AG369,890$8.41M0.0%+3,449.8%1.578%
2/11/2026 Fox Run Management L.L.C.10,007$227K0.0%N/A0.043%
2/11/2026 Franklin Resources Inc.22,733$517K0.0%+213.5%0.097%
2/11/2026 WINTON GROUP Ltd10,440$237K0.0%N/A0.045%
2/10/2026 Goldman Sachs Group Inc.175,612$3.99M0.0%-61.5%0.749%
2/10/2026 BNP Paribas Financial Markets325,046$7.39M0.0%-20.3%1.387%
2/9/2026 Geode Capital Management LLC327,479$7.45M0.0%+0.9%1.397%
2/6/2026 Nano Cap New Millennium Growth Fund L P10,000$227K0.2%N/A0.043%
2/6/2026 FourThought Financial Partners LLC23,134$526K0.0%N/A0.099%
1/29/2026 UBS Group AG148,420$3.37M0.0%-34.9%0.633%
1/23/2026 Farther Finance Advisors LLC2,401$55K0.0%+47,920.0%0.010%
1/23/2026 Sumitomo Mitsui Trust Group Inc.389,463$8.85M0.0%-69.6%1.662%
1/9/2026 SG Americas Securities LLC6,011$137K0.0%-12.2%0.026%
1/1/2026 JPMorgan Chase & Co.572,090$15.93M0.0%-12.6%2.441%
11/18/2025 Advisory Services Network LLC9,925$276K0.0%-6.9%0.042%
11/17/2025 Jacobs Levy Equity Management Inc.56,368$1.57M0.0%N/A0.240%
11/17/2025 United Capital Financial Advisors LLC44,548$1.24M0.0%N/A0.190%
11/17/2025 Voleon Capital Management LP37,503$1.04M0.0%N/A0.160%
11/17/2025 Verition Fund Management LLC18,549$517K0.0%-34.8%0.079%
11/17/2025 Notable Capital Management L.L.C.367,032$10.22M13.0%-9.5%1.566%
11/17/2025 Numerai GP LLC14,911$415K0.1%N/A0.064%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,488$181K0.0%-9.2%0.028%
11/17/2025 Brevan Howard Capital Management LP8,274$230K0.0%N/A0.035%
11/17/2025 Bank of America Corp DE56,144$1.56M0.0%+8.9%0.240%
11/17/2025 Alliancebernstein L.P.12,050$336K0.0%-23.5%0.051%
11/17/2025 Ameriprise Financial Inc.190,612$5.31M0.0%-40.9%0.813%
11/14/2025 Zurcher Kantonalbank Zurich Cantonalbank 6,800$189K0.0%+61.9%0.027%
11/14/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC16,914$471K0.0%-60.7%0.067%
11/14/2025 Squarepoint Ops LLC25,848$720K0.0%+53.4%0.102%
11/13/2025 UBS Group AG227,901$6.35M0.0%-16.9%0.902%
11/13/2025 BNP Paribas Financial Markets407,936$11.36M0.0%+23.2%1.615%
11/13/2025 Franklin Resources Inc.7,252$202K0.0%N/A0.029%
11/13/2025 Legal & General Group Plc13,461$375K0.0%+9.0%0.053%
11/13/2025 Russell Investments Group Ltd.10,790$300K0.0%+9,448.7%0.043%
11/12/2025 Amova Asset Management Americas Inc.1,279,652$35.60M0.3%+15.6%5.066%
11/12/2025 ARK Investment Management LLC907,386$25.27M0.2%+39.3%3.592%
11/12/2025 Dimensional Fund Advisors LP9,362$261K0.0%N/A0.037%
11/12/2025 Victory Capital Management Inc.51,854$1.44M0.0%+112.2%0.205%
11/12/2025 Quantbot Technologies LP2,420$67K0.0%+34.6%0.010%
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11/12/2025 Primecap Management Co. CA150,165$4.18M0.0%+25.2%0.594%
11/10/2025 AXQ Capital LP8,002$223K0.1%N/A0.032%
11/10/2025 Citigroup Inc.641,337$17.86M0.0%+90.2%2.539%
11/7/2025Vanguard Group Inc.1,570,896$43.75M0.0%+17.3%6.219%
11/7/2025 JPMorgan Chase & Co.572,090$15.93M0.0%-12.6%2.265%
11/6/2025 Rhumbline Advisers19,256$536K0.0%+2.0%0.076%
11/4/2025 Penserra Capital Management LLC33,207$924K0.0%N/A0.131%
10/31/2025 Y Intercept Hong Kong Ltd7,803$217K0.0%N/A0.031%
10/30/2025 Strs Ohio21,800$607K0.0%+49.3%0.086%
10/27/2025 Sumitomo Mitsui Trust Group Inc.1,281,219$35.68M0.0%+15.1%5.072%


IBTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Ibotta. The most heavily invested institutionals were Southpoint Capital Advisors LP ($64.84M), Vanguard Group Inc. ($43.75M), Nikko Asset Management Americas Inc. ($40.53M), Hsbc Holdings PLC ($30.58M), ARK Investment Management LLC ($25.27M), Citigroup Inc. ($17.86M), and JPMorgan Chase & Co. ($15.93M).Learn more on Ibotta's institutional investors.

Of the 89 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 ($784.05K), Sumitomo Mitsui Trust Group Inc. ($656.98K), Citigroup Inc. ($625.78K), Hsbc Holdings PLC ($563.90K), JPMorgan Chase & Co. ($542.31K), Southpoint Capital Advisors LP ($499.56K), and Nikko Asset Management Americas Inc. ($483.34K).

Institutional investors have bought a total of 3,789,023 shares in the last 24 months. This purchase volume represents approximately $98.79M in transactions.

Of the 26 institutional investors that sold Ibotta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amova Asset Management Americas Inc. ($938.39K), Sumitomo Mitsui Trust Group Inc. ($891.76K), Goldman Sachs Group Inc. ($281.07K), JPMorgan Chase & Co. ($165.57K), Ameriprise Financial Inc. ($131.96K), UBS Group AG ($125.70K), and BNP Paribas Financial Markets ($82.89K).

Institutional investors have sold a total of 2,948,604 shares in the last 24 months. This volume of shares sold represents approximately $69.26M in transactions.


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Institutional ownership data for NYSE:IBTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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