Security Snapshot

Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) Institutional Ownership

CUSIP: 451051106

13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

121

Shares (Excl. Options)

15,845,861

Price

$22.73

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Type / Class
Equity / Class A common stock, par value $0.00001 per share
Symbol
IBTA on NYSE
Shares outstanding
21,203,522
Price per share
$29.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
15,845,861
Total reported value
$359,759,564
% of total 13F portfolios
0%
Share change
-2,490,301
Value change
-$62,719,666
Number of holders
121
Price from insider filings
$29.97
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • IBTA - Ibotta, Inc. - Class A common stock, par value $0.00001 per share is tracked under CUSIP 451051106.
  • 121 institutions reported positions in Q4 2025.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 121 to 10 between Q4 2025 and Q1 2026.
  • Reported value moved from $359,759,564 to $585,050.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 121 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 451051106?
CUSIP 451051106 identifies IBTA - Ibotta, Inc. - Class A common stock, par value $0.00001 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KDT Ibotta Holdings, LLC 21% $101,213,315 4,389,129 KDT Ibotta Holdings, LLC 26 Feb 2026
Clark Jermoluk Founders Fund I LLC 15% $142,781,418 3,841,308 Clark Jermoluk Founders Fund I LLC 30 Sep 2024
D. E. SHAW & CO, L.P. 7.2% +25% $37,192,012 +$5,302,484 1,690,546 +17% D. E. Shaw & Co., L.P. 31 Dec 2025
VANGUARD GROUP INC 5% -12% $26,486,278 -$8,888,742 1,164,995 -25% The Vanguard Group 31 Dec 2025
Sumitomo Mitsui Trust Group, Inc. 1.5% -72% $7,758,694 -$21,339,847 341,265 -73% Sumitomo Mitsui Trust Group, Inc. 31 Dec 2025
Amova Asset Management Americas, Inc. 1.5% -72% $7,507,830 -$20,644,580 341,265 -73% Amova Asset Management Americas, Inc. 31 Dec 2025
Southpoint Capital Advisors LP 1.1% -78% $9,936,333 -$40,337,667 276,701 -80% Southpoint Master Fund, LP 30 Jun 2025

As of 31 Dec 2025, 121 institutional investors reported holding 15,845,861 shares of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA). This represents 75% of the company’s total 21,203,522 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Koch, Inc. 21% 4,389,129 0% 14% $99,764,902
D. E. Shaw & Co., Inc. 8% 1,690,546 +31% 0.03% $38,426,111
VANGUARD GROUP INC 5.5% 1,164,995 -26% 0% $26,480,337
BlackRock, Inc. 5% 1,051,720 +1.6% 0% $23,905,597
HSBC HOLDINGS PLC 4.7% 993,977 +29% 0.01% $22,210,416
CITIGROUP INC 3% 644,552 +0.5% 0.01% $14,650,667
Sumitomo Mitsui Trust Group, Inc. 1.8% 389,463 -70% 0.01% $8,852,494
DEUTSCHE BANK AG\ 1.7% 369,890 +3450% 0% $8,407,600
NOTABLE CAPITAL MANAGEMENT, L.L.C. 1.7% 367,032 0% 11% $8,342,637
Amova Asset Management Americas, Inc. 1.6% 341,265 -73% 0.09% $7,739,890
GEODE CAPITAL MANAGEMENT, LLC 1.5% 327,479 +0.92% 0% $7,444,826
BNP PARIBAS FINANCIAL MARKETS 1.5% 325,046 0% 0% $7,388,296
STATE STREET CORP 1.4% 305,137 -1.1% 0% $6,935,764
MORGAN STANLEY 1.1% 227,070 -30% 0% $5,161,323
JANE STREET GROUP, LLC 1.1% 224,529 +1898% 0.01% $5,103,543
RENAISSANCE TECHNOLOGIES LLC 0.96% 203,308 +38% 0.01% $4,621,191
BANK OF AMERICA CORP /DE/ 0.96% 202,944 +261% 0% $4,612,917
AMERIPRISE FINANCIAL INC 0.92% 194,052 +1.8% 0% $4,410,803
JACOBS LEVY EQUITY MANAGEMENT, INC 0.9% 189,954 +237% 0.02% $4,317,654
GOLDMAN SACHS GROUP INC 0.83% 175,612 -62% 0% $3,991,660
UBS Group AG 0.7% 148,420 -35% 0% $3,373,587
CITADEL ADVISORS LLC 0.7% 148,257 -9.9% 0% $3,369,881
NORTHERN TRUST CORP 0.67% 141,345 -8% 0% $3,212,772
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.56% 119,625 +15% 0% $2,719,076
PRIMECAP MANAGEMENT CO/CA/ 0.41% 87,635 -42% 0% $1,991,944

Institutional Holders of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 19,520 $585,050 +$153,578 $29.97 10
2025 Q4 15,845,861 $359,759,564 -$62,719,666 $22.73 121
2025 Q3 18,389,115 $512,136,580 -$20,713,710 $27.85 118
2025 Q2 18,504,961 $677,279,760 +$8,257,315 $36.60 129
2025 Q1 18,207,647 $768,369,087 -$52,243,024 $42.20 108
2024 Q4 18,230,625 $1,186,448,821 +$243,173,232 $65.08 115
2024 Q3 10,136,569 $624,517,267 -$272,507,143 $61.61 107
2024 Q2 13,477,001 $1,012,931,782 +$1,012,417,497 $75.16 91

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