Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
145
Shares (Excl. Options)
13,961,692
Price
$34.16
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- Security type / class
- Equity / Class A common stock, par value $0.00001 per share
- Symbol
- IBTA on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 13,961,692
- Total 13F value
- $477,869,705
- Portfolio coverage rank
- 0%
- Share change
- -254,098
- Value change
- -$7,348,690
- Number of holders
- 145
- Shares outstanding
- 21,203,522
- SEC-reported price per share
- $26.39
- Insider filing price
- $26.39
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IBTA - Ibotta, Inc. - Class A common stock, par value $0.00001 per share is tracked under CUSIP 451051106.
- 145 institutions reported positions in Q2 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 132 to 145 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $426,161,492 to $477,869,705.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 145 institutions filings for Q2 2026.
Security key
451051106
Latest holder period
Q2 2026
13F holders
145
13D/G owners
7
CIK / CUSIP context first
Open Q2 2026 holders
IBTA full holder history
Ibotta, Inc. SEC filings
Ibotta, Inc. company facts
Ibotta, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 451051106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
IBTA
| 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 30 Jun 2026, 145 institutional investors reported holding 13,961,692 shares of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA). This represents 66% of the company’s total 21,203,522 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
59%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Koch, Inc. | 21% | 4,389,129 | 0% | 14% | $149,932,647 |
| D. E. Shaw & Co., Inc. | 8% | 1,690,546 | 0% | 0.04% | $57,749,051 |
| HSBC HOLDINGS PLC | 4.8% | 1,016,521 | +0.72% | 0.02% | $35,700,218 |
| BlackRock, Inc. | 4.4% | 937,170 | -2.6% | 0% | $32,013,725 |
| CITIGROUP INC | 3% | 644,972 | +0.67% | 0.01% | $22,032,244 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5% | 528,841 | +1.8% | 0% | $18,065,209 |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | 1.6% | 336,042 | -8.4% | 22% | $11,479,195 |
| BNP PARIBAS FINANCIAL MARKETS | 1.6% | 333,106 | 0% | 0.01% | $11,378,901 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 277,664 | -6.4% | 0% | $9,487,183 |
| STATE STREET CORP | 1.3% | 272,487 | -4.2% | 0% | $9,308,156 |
| RENAISSANCE TECHNOLOGIES LLC | 1.1% | 223,083 | -6.8% | 0.01% | $7,620,515 |
| BANK OF AMERICA CORP /DE/ | 0.95% | 201,088 | -16% | 0% | $6,869,165 |
| DEUTSCHE BANK AG\ | 0.82% | 173,907 | -36% | 0% | $5,940,663 |
| UBS Group AG | 0.79% | 168,497 | -2.7% | 0% | $5,755,857 |
| MORGAN STANLEY | 0.78% | 164,498 | -31% | 0% | $5,619,252 |
| Nuveen, LLC | 0.77% | 162,509 | +212% | 0% | $5,551,308 |
| AMERICAN CENTURY COMPANIES INC | 0.71% | 150,347 | 0% | $5,135,853 | |
| MILLENNIUM MANAGEMENT LLC | 0.57% | 120,472 | +24% | 0% | $4,115,324 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.53% | 112,660 | -27% | 0.01% | $3,848,466 |
| GOLDMAN SACHS GROUP INC | 0.5% | 105,702 | -4.5% | 0% | $3,610,780 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.49% | 103,626 | -16% | 0% | $3,539,864 |
| BARCLAYS PLC | 0.48% | 101,360 | +58% | 0% | $3,462,458 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.45% | 94,600 | -9.6% | 0% | $3,231,536 |
| NORTHERN TRUST CORP | 0.44% | 93,333 | -27% | 0% | $3,188,256 |
| XTX Topco Ltd | 0.42% | 88,350 | +38% | 0.04% | $3,018,036 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 13,961,692 | $477,869,705 | -$7,348,690 | $34.16 | 145 |
| 2026 Q1 | 14,211,807 | $426,161,492 | -$29,602,287 | $29.97 | 132 |
| 2025 Q4 | 15,845,863 | $359,759,609 | -$62,721,849 | $22.73 | 122 |
| 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 |