Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA)
CUSIP: 451051106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Class A common stock, par value $0.00001 per share
- Shares outstanding
- 21,203,522
- Total 13F shares
- 18,504,961
- Share change
- +272,954
- Total reported value
- $677,279,760
- Put/Call ratio
- 102%
- Price per share
- $36.60
- Number of holders
- 129
- Value change
- +$8,257,315
- Number of buys
- 73
- Number of sells
- 57
Quarterly Holders Quick Answers
What is CUSIP 451051106?
CUSIP 451051106 identifies IBTA - Ibotta, Inc. - Class A common stock, par value $0.00001 per share in SEC institutional holdings data.
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Recent filing periods for CUSIP 451051106:
Top shareholders of IBTA - Ibotta, Inc. - Class A common stock, par value $0.00001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Koch, Inc. |
13F
3/4/5
|
Company · 10%+ Owner |
21%
|
4,389,129
|
$185,221,244 | — | 31 Mar 2025 | |
| Clark Jermoluk Founders Fund I LLC |
3/4/5
13D/G
|
10%+ Owner |
15%
from 13D/G
|
6,319,275
|
$184,244,849 | -$76,213,620 | 26 Jun 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
12%
|
2,597,541
|
$109,616,230 | — | 31 Mar 2025 | |
| Southpoint Capital Advisors LP |
13F
13D/G
|
Company · Southpoint Master Fund, LP |
1.1%
from 13D/G
|
1,536,500
|
$64,840,300 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7%
|
1,485,827
|
$62,701,900 | — | 31 Mar 2025 | |
| Amova Asset Management Americas, Inc. |
13F
|
Company |
5%
|
1,053,518
|
$44,458,460 | — | 31 Mar 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
4.9%
|
1,043,758
|
$44,046,588 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
4.8%
|
1,007,497
|
$42,516,374 | — | 31 Mar 2025 | |
| KDT Ibotta Holdings, LLC |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
9,188,269
mixed-class rows
|
$36,429,771 | — | 22 Apr 2024 | |
| ARK Investment Management LLC |
13F
|
Company |
3.3%
|
704,308
|
$29,721,798 | — | 31 Mar 2025 | |
| D. E. SHAW & CO, L.P. |
3/4/5
|
Other*, 10%+ Owner |
—
class O/S missing
|
665,700
|
$23,154,178 | — | 03 Mar 2025 | |
| Notable Capital Management, L.L.C. |
13F
|
Company |
2.4%
|
499,371
|
$21,073,456 | — | 31 Mar 2025 | |
| Sunit S. Patel |
3/4/5
|
CHIEF FINANCIAL OFFICER |
—
mixed-class rows
|
575,275
mixed-class rows
|
$18,884,903 | — | 01 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
1.6%
|
334,460
|
$14,114,212 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.5%
|
317,053
|
$13,379,637 | — | 31 Mar 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
1.4%
|
306,730
|
$12,944,006 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.4%
|
295,793
|
$12,482,465 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
252,821
|
$10,670,546 | — | 31 Mar 2025 | |
| Capital World Investors |
13F
|
Company |
1.2%
|
250,000
|
$10,550,000 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.99%
|
210,861
|
$8,898,335 | — | 31 Mar 2025 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
0.59%
|
124,675
|
$5,261,285 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.58%
|
122,514
|
$5,170,091 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.56%
|
119,354
|
$5,036,739 | — | 31 Mar 2025 | |
| Larry W. Sonsini |
3/4/5
|
Director |
0.47%
|
100,395
|
$4,955,496 | — | 28 May 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.54%
|
114,720
|
$4,841,185 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.53%
|
112,563
|
$4,750,158 | — | 31 Mar 2025 | |
| Pacer Advisors, Inc. |
13F
|
Company |
0.4%
|
83,860
|
$3,538,892 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.39%
|
81,700
|
$3,447,740 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.37%
|
78,874
|
$3,328,483 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.36%
|
76,093
|
$3,211,125 | — | 31 Mar 2025 | |
| SAYBROOK CAPITAL /NC |
13F
|
Company |
0.33%
|
69,364
|
$2,927,161 | — | 31 Mar 2025 | |
| WILKINS INVESTMENT COUNSEL INC |
13F
|
Company |
0.3%
|
63,727
|
$2,689,279 | — | 31 Mar 2025 | |
| Amit Doshi |
3/4/5
|
Director |
0.24%
|
50,839
|
$2,509,412 | — | 28 May 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.26%
|
55,454
|
$2,340,159 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.26%
|
54,326
|
$2,292,557 | — | 31 Mar 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.22%
|
46,335
|
$1,945,607 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.2%
|
41,681
|
$1,758,931 | — | 31 Mar 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.18%
|
38,551
|
$1,647,550 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.18%
|
38,504
|
$1,626,000 | — | 31 Mar 2025 | |
| EFG Asset Management (North America) Corp. |
13F
|
Company |
0.17%
|
36,255
|
$1,528,692 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.16%
|
34,718
|
$1,465,100 | — | 31 Mar 2025 | |
| ForthRight Wealth Management, LLC |
13F
|
Company |
0.16%
|
34,596
|
$1,459,951 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.15%
|
32,659
|
$1,378,210 | — | 31 Mar 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.14%
|
29,563
|
$1,247,559 | — | 31 Mar 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.11%
|
24,068
|
$1,015,670 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
0.1%
|
21,343
|
$900,675 | — | 31 Mar 2025 | |
| Christopher J. Jensen |
3/4/5
|
CHIEF REVENUE OFFICER |
—
mixed-class rows
|
116,620
mixed-class rows
|
$893,595 | — | 05 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.1%
|
20,221
|
$853,320 | — | 31 Mar 2025 | |
| Verition Fund Management LLC |
13F
|
Company |
0.09%
|
19,854
|
$837,839 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.09%
|
19,088
|
$805,514 | — | 31 Mar 2025 |
Institutional Holders of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) as of Q2 2025
As of 30 Jun 2025,
Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,504,961 shares.
The largest 10 holders included
Koch, Inc., D. E. Shaw & Co., Inc., VANGUARD GROUP INC, Sumitomo Mitsui Trust Group, Inc., Nikko Asset Management Americas, Inc., CITADEL ADVISORS LLC, BlackRock, Inc., Southpoint Capital Advisors LP, JPMORGAN CHASE & CO, and ARK Investment Management LLC.
This page lists
129
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
108
Q2 2025 holders
129
Holder diff
21
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.