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Ibotta (IBTA) Institutional Ownership

Ibotta logo
$32.33 -0.39 (-1.19%)
As of 05/13/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ibotta (NYSE:IBTA)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$155.64M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$76.45M
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Skip Chart & View Institutional Buying and Selling Data

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
5/14/2026Sei 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%
2/26/2026Aristides Capital LLC9,700$220K0.0%N/A0.041%
2/19/2026 Invesco 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%
2/17/2026 Russell 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%
2/13/2026Invictus 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%
2/13/2026 Caitong 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%
2/13/2026 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%
2/12/2026HRT Financial LP78,065$1.77M0.0%N/A0.333%
2/12/2026 Brooklyn 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%
2/12/2026 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%
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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%
2/11/2026Franklin Resources Inc.22,733$517K0.0%+213.5%0.097%
2/11/2026 WINTON GROUP Ltd10,440$237K0.0%N/A0.045%
2/10/2026Goldman Sachs Group Inc.175,612$3.99M0.0%-61.5%0.749%
2/10/2026 BNP 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%
2/6/2026 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%
1/1/2026JPMorgan 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%
11/17/2025 Notable 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%
11/13/2025 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%
11/13/2025Franklin 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%
11/12/2025Victory Capital Management Inc.51,854$1.44M0.0%+112.2%0.205%
11/12/2025Quantbot Technologies LP2,420$67K0.0%+34.6%0.010%
11/12/2025 Primecap Management Co. CA150,165$4.18M0.0%+25.2%0.594%
11/10/2025AXQ 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%
11/7/2025JPMorgan 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%
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10/23/2025 SG Americas Securities LLC6,849$191K0.0%N/A0.027%
10/23/2025 KLP Kapitalforvaltning AS11,900$331K0.0%+45.1%0.047%
10/15/2025CWM LLC1,422$40K0.0%+50.8%0.006%
10/9/2025 Voya Investment Management LLC14,703$409K0.0%N/A0.058%
8/27/2025Squarepoint Ops LLC16,855$617K0.0%-43.0%0.067%
8/19/2025Advisory Services Network LLC10,659$387K0.0%-6.5%0.042%
8/16/2025 Nikko Asset Management Americas Inc.1,107,338$40.53M0.4%+5.1%4.384%
8/15/2025Tower Research Capital LLC TRC 3,851$141K0.0%+144.2%0.015%
8/15/2025Man Group plc14,442$529K0.0%N/A0.057%
8/15/2025HRT Financial LP47,523$1.74M0.0%N/A0.188%


IBTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 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 88 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 5,227,182 shares in the last 24 months. This purchase volume represents approximately $155.64M in transactions.

Of the 36 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 3,139,456 shares in the last 24 months. This volume of shares sold represents approximately $76.45M in transactions.


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This page (NYSE:IBTA) was last updated on 5/14/2026 by MarketBeat.com Staff.
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