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Who owns IBTAWhat IBTA owns — n/a

Who owns Ibotta, Inc.?

Institutional ownership of IBTA from SEC Form 13F filings across 117 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

117

13F holders

$293.7M

value, 2026 filers

34.1%

of shares outstanding (8.7M sh)

25

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IBTA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1D. E. Shaw & Co., Inc.1.7M$57.7M0.0%6.7%0.0%
2HSBC HOLDINGS PLC1.0M$35.7M0.0%4%+0.7%
3BlackRock, Inc.937,170$32.0M0.0%3.7%-2.6%
4CITIGROUP INC644,972$22.0M0.0%2.5%+0.7%
5VANGUARD CAPITAL MANAGEMENT LLC528,841$18.1M0.0%2.1%-49.1%
6NOTABLE CAPITAL MANAGEMENT, L.L.C.336,042$11.5M22.3%1.3%-8.4%
7BNP PARIBAS FINANCIAL MARKETS333,106$11.4M0.0%1.3%+1.8%
8GEODE CAPITAL MANAGEMENT, LLC277,664$9.5M0.0%1.1%-6.4%
9BANK OF AMERICA CORP /DE/201,088$6.9M0.0%0.8%-15.9%
10DEUTSCHE BANK AG\173,907$5.9M0.0%0.7%-35.9%
11UBS Group AG168,497$5.8M0.0%0.7%-2.7%
12MORGAN STANLEY164,498$5.6M0.0%0.6%-30.5%
13Nuveen, LLC162,509$5.6M0.0%0.6%+212.4%
14AMERICAN CENTURY COMPANIES INCNEW150,347$5.1M0.0%0.6%new
15MILLENNIUM MANAGEMENT LLC120,472$4.1M0.0%0.5%+23.6%
16GOLDMAN SACHS GROUP INC105,702$3.6M0.0%0.4%-4.5%
17VANGUARD PORTFOLIO MANAGEMENT LLC103,626$3.5M0.0%0.4%-16.0%
18BARCLAYS PLC101,360$3.5M0.0%0.4%+57.9%
19Sixth Street Partners Management Company, L.P.NEW94,600$3.2M0.6%0.4%new
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC94,600$3.2M0.0%0.4%-9.6%
21NORTHERN TRUST CORP93,333$3.2M0.0%0.4%-27.4%
22Point72 Asset Management, L.P.88,313$3.0M0.0%0.3%+37.7%
23CITADEL ADVISORS LLC88,301$3.0M0.0%0.3%-28.6%
24JANE STREET GROUP, LLC84,764$2.9M0.0%0.3%-34.3%
25JPMORGAN CHASE & CO84,759$2.9M0.0%0.3%+374.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.