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Who owns IBTAWhat IBTA owns — n/a

Who owns Ibotta, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of IBTA from SEC Form 13F filings across 146 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.

As of the 2026-06-30 reporting period, 146 institutions disclosed 14.0M shares of Ibotta, Inc. worth $478.2M — about 60% of shares outstanding; the largest disclosed holder is Koch, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

146

13F holders

$478.2M

value, 2026 filers

60%

of shares outstanding (14.0M sh)

28

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
1Koch, Inc.4.4M$149.9M13.7%18.9%0.0%
2D. E. Shaw & Co., Inc.1.7M$57.7M0.0%7.3%0.0%
3HSBC HOLDINGS PLC1.0M$35.7M0.0%4.4%+0.7%
4BlackRock, Inc.937,170$32.0M0.0%4%-2.6%
5CITIGROUP INC644,972$22.0M0.0%2.8%+0.7%
6VANGUARD CAPITAL MANAGEMENT LLC528,841$18.1M0.0%2.3%+1.8%
7NOTABLE CAPITAL MANAGEMENT, L.L.C.336,042$11.5M22.3%1.4%-8.4%
8BNP PARIBAS FINANCIAL MARKETS333,106$11.4M0.0%1.4%+1.8%
9GEODE CAPITAL MANAGEMENT, LLC277,664$9.5M0.0%1.2%-6.4%
10STATE STREET CORP272,487$9.3M0.0%1.2%-4.2%
11RENAISSANCE TECHNOLOGIES LLC223,083$7.6M0.0%1%-6.8%
12BANK OF AMERICA CORP /DE/201,088$6.9M0.0%0.9%-15.9%
13DEUTSCHE BANK AG\173,907$5.9M0.0%0.7%-35.9%
14UBS Group AG168,497$5.8M0.0%0.7%-2.7%
15MORGAN STANLEY164,498$5.6M0.0%0.7%-30.5%
16Nuveen, LLC162,509$5.6M0.0%0.7%+212.4%
17AMERICAN CENTURY COMPANIES INCNEW150,347$5.1M0.0%0.6%new
18MILLENNIUM MANAGEMENT LLC120,472$4.1M0.0%0.5%+23.6%
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC112,660$3.8M0.0%0.5%-26.8%
20GOLDMAN SACHS GROUP INC105,702$3.6M0.0%0.5%-4.5%
21VANGUARD PORTFOLIO MANAGEMENT LLC103,626$3.5M0.0%0.4%-16.0%
22BARCLAYS PLC101,360$3.5M0.0%0.4%+57.9%
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC94,600$3.2M0.0%0.4%-9.6%
24NORTHERN TRUST CORP93,333$3.2M0.0%0.4%-27.4%
25XTX Topco Ltd88,350$3.0M0.0%0.4%+38.0%

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.