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Ibotta (IBTA) Institutional Ownership

Ibotta logo
$23.85 -0.15 (-0.63%)
As of 07/31/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ibotta (NYSE:IBTA)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$131.97M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$73.52M
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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
7/7/2026 Fermata Advisors LLC8,546$292K0.1%-17.9%0.042%
5/21/2026Essential Partners LLC818$25K0.0%+40,800.0%0.004%
5/19/2026Bank of America Corp DE239,167$7.17M0.0%+17.8%1.184%
5/18/2026California State Teachers Retirement System5,196$156K0.0%-65.8%0.026%
5/18/2026Royal Bank of Canada1,559$46K0.0%-20.1%0.008%
5/16/2026Quantinno Capital Management LP23,345$700K0.0%-11.7%0.116%
5/14/2026Renaissance Technologies LLC239,300$7.17M0.0%+17.7%1.185%
5/14/2026Sei Investments Co.11,467$344K0.0%N/A0.057%
5/7/2026Meeder Asset Management Inc.1,289$39K0.0%N/A0.006%
5/7/2026Dimensional Fund Advisors LP8,992$269K0.0%-8.3%0.043%
5/5/2026Bank of New York Mellon Corp57,510$1.72M0.0%-9.0%0.277%
4/30/2026Hsbc 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%
3/20/2026Hsbc Holdings PLC993,977$22.21M0.0%+29.4%4.686%
3/6/2026Hsbc Holdings PLC993,977$22.21M0.0%+29.4%4.686%
3/3/2026Caitong International Asset Management Co. Ltd2,754$63K0.0%+335.8%0.013%
2/26/2026Aristides Capital LLC9,700$220K0.0%N/A0.041%
2/19/2026Invesco Ltd.8,892$202K0.0%+21.6%0.038%
2/18/2026XTX Topco Ltd84,322$1.92M0.1%N/A0.360%
2/18/2026VARCOV Co.19,305$439K0.2%N/A0.082%
2/18/2026Susquehanna Portfolio Strategies LLC22,751$517K0.0%-74.3%0.097%
2/18/2026Millennium Management LLC86,921$1.98M0.0%N/A0.371%
2/18/2026Balyasny Asset Management L.P.48,775$1.11M0.0%N/A0.208%
2/17/2026Price T Rowe Associates Inc. MD44,967$1.02M0.0%+4.0%0.192%
2/17/2026California State Teachers Retirement System15,183$345K0.0%+17.9%0.065%
2/17/2026Russell Investments Group Ltd.13,482$306K0.0%+24.9%0.058%
2/17/2026Royal Bank of Canada1,950$44K0.0%-92.2%0.008%
2/16/2026Verition Fund Management LLC16,300$370K0.0%-12.1%0.070%
2/16/2026Barclays PLC32,028$728K0.0%+60.3%0.137%
2/13/2026Marshall Wace LLP68,383$1.55M0.0%-45.4%0.292%
2/13/2026Jacobs 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%
2/13/2026Charles Schwab Investment Management Inc.119,625$2.72M0.0%+14.8%0.510%
2/13/2026State Street Corp305,137$6.94M0.0%-1.1%1.302%
2/13/2026Caitong International Asset Management Co. Ltd1,817$41K0.1%+187.5%0.008%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,769$404K0.0%+5.1%0.076%
2/13/2026Wells Fargo & Company MN18,038$410K0.0%+59.0%0.077%
2/12/2026Jane Street Group LLC224,529$5.10M0.0%+933.0%0.958%
2/12/2026HRT Financial LP78,065$1.77M0.0%N/A0.333%
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2/12/2026Brooklyn Investment Group73,365$1.65M0.1%N/A0.313%
2/12/2026Aristides Capital LLC9,700$220K0.0%N/A0.041%
2/12/2026Renaissance Technologies LLC203,308$4.62M0.0%+37.6%0.867%
2/12/2026 Counterpoint Mutual Funds LLC25,842$587K0.0%N/A0.110%
2/12/2026Swiss National Bank29,900$680K0.0%+10.7%0.128%
2/12/2026Nuveen LLC57,206$1.30M0.0%+4.5%0.244%
2/11/2026Primecap Management Co. CA87,635$1.99M0.0%-41.6%0.374%
2/11/2026Amova Asset Management Americas Inc.341,265$7.74M0.1%-73.3%1.456%
2/11/2026Deutsche Bank AG369,890$8.41M0.0%+3,449.8%1.578%
2/11/2026Fox Run Management L.L.C.10,007$227K0.0%N/A0.043%
2/11/2026Franklin Resources Inc.22,733$517K0.0%+213.5%0.097%
2/11/2026WINTON GROUP Ltd10,440$237K0.0%N/A0.045%
2/10/2026Goldman Sachs Group Inc.175,612$3.99M0.0%-61.5%0.749%
2/10/2026BNP Paribas Financial Markets325,046$7.39M0.0%-20.3%1.387%
2/9/2026Geode Capital Management LLC327,479$7.45M0.0%+0.9%1.397%
2/6/2026Nano Cap New Millennium Growth Fund L P10,000$227K0.2%N/A0.043%
2/6/2026FourThought Financial Partners LLC23,134$526K0.0%N/A0.099%
1/29/2026UBS 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%
1/9/2026SG Americas Securities LLC6,011$137K0.0%-12.2%0.026%
1/1/2026JPMorgan Chase & Co.572,090$15.93M0.0%-12.6%2.441%
11/18/2025Advisory Services Network LLC9,925$276K0.0%-6.9%0.042%
11/17/2025Jacobs Levy Equity Management Inc.56,368$1.57M0.0%N/A0.240%
11/17/2025United Capital Financial Advisors LLC44,548$1.24M0.0%N/A0.190%
11/17/2025Voleon Capital Management LP37,503$1.04M0.0%N/A0.160%
11/17/2025Verition Fund Management LLC18,549$517K0.0%-34.8%0.079%
11/17/2025Notable Capital Management L.L.C.367,032$10.22M13.0%-9.5%1.566%
11/17/2025Numerai GP LLC14,911$415K0.1%N/A0.064%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,488$181K0.0%-9.2%0.028%
11/17/2025Brevan Howard Capital Management LP8,274$230K0.0%N/A0.035%
11/17/2025Bank of America Corp DE56,144$1.56M0.0%+8.9%0.240%
11/17/2025Alliancebernstein L.P.12,050$336K0.0%-23.5%0.051%
11/17/2025Ameriprise Financial Inc.190,612$5.31M0.0%-40.9%0.813%
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 6,800$189K0.0%+61.9%0.027%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC16,914$471K0.0%-60.7%0.067%
11/14/2025Squarepoint Ops LLC25,848$720K0.0%+53.4%0.102%
11/13/2025UBS Group AG227,901$6.35M0.0%-16.9%0.902%
11/13/2025BNP Paribas Financial Markets407,936$11.36M0.0%+23.2%1.615%
11/13/2025Franklin Resources Inc.7,252$202K0.0%N/A0.029%
11/13/2025Legal & General Group Plc13,461$375K0.0%+9.0%0.053%
11/13/2025Russell Investments Group Ltd.10,790$300K0.0%+9,448.7%0.043%
11/12/2025Amova Asset Management Americas Inc.1,279,652$35.60M0.3%+15.6%5.066%
11/12/2025ARK Investment Management LLC907,386$25.27M0.2%+39.3%3.592%
11/12/2025Dimensional Fund Advisors LP9,362$261K0.0%N/A0.037%
11/12/2025Victory Capital Management Inc.51,854$1.44M0.0%+112.2%0.205%
11/12/2025Quantbot Technologies LP2,420$67K0.0%+34.6%0.010%
11/12/2025Primecap Management Co. CA150,165$4.18M0.0%+25.2%0.594%
11/10/2025AXQ Capital LP8,002$223K0.1%N/A0.032%
11/10/2025Citigroup Inc.641,337$17.86M0.0%+90.2%2.539%
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11/7/2025Vanguard Group Inc.1,570,896$43.75M0.0%+17.3%6.219%
11/7/2025JPMorgan Chase & Co.572,090$15.93M0.0%-12.6%2.265%
11/6/2025Rhumbline Advisers19,256$536K0.0%+2.0%0.076%
11/4/2025Penserra 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%
10/23/2025SG Americas Securities LLC6,849$191K0.0%N/A0.027%
10/23/2025KLP Kapitalforvaltning AS11,900$331K0.0%+45.1%0.047%
10/15/2025CWM LLC1,422$40K0.0%+50.8%0.006%


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 4,671,967 shares in the last 24 months. This purchase volume represents approximately $131.97M in transactions.

Of the 34 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 3,064,751 shares in the last 24 months. This volume of shares sold represents approximately $73.52M in transactions.


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This page (NYSE:IBTA) was last updated on 8/3/2026 by MarketBeat.com Staff.
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