Who Owns Ibotta, Inc. (IBTA)?Hedge Fund & Institutional Holders

$26.61+1.92 (+7.78%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.976400037999999e+293T

% of Float Held

4.144755229664714e+252%

QoQ Change in Holders

+8 / -4

Price History

$19.25$33.66$48.07$62.48$76.89Aug 24Jun 25Mar 26

IBTA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sumitomo Mitsui Trust Group, Inc.New Position+389K+$8.9B
DEUTSCHE BANK AG\Increased+359K+$7.7B
BANK OF AMERICA CORP /DE/Increased+147K+$4.0B
JACOBS LEVY EQUITY MANAGEMENT, INCIncreased+134K+$2.4B
D. E. Shaw & Co., Inc.Increased+400K+$2.1B
BALYASNY ASSET MANAGEMENT L.P.New Position+49K+$1.0B
MILLENNIUM MANAGEMENT LLCNew Position+87K+$1.0B
Brooklyn Investment GroupNew Position+73K+$1.0B
XTX Topco LtdNew Position+84K+$1.0B
HSBC HOLDINGS PLCIncreased+226K+$784.0M
STRS OHIONew Position+22K+$495.0M
KLP KAPITALFORVALTNING ASNew Position+12K+$281.0M
Farther Finance Advisors, LLCIncreased+2K+$53.9M
Caitong International Asset Management Co., LtdIncreased+1K+$23.4M
Private Wealth Asset Management, LLCNew Position+1K+$22.0M

IBTA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Amova Asset Management Americas, Inc.Decreased-938K-$27.9B
ARK Investment Management LLCClosed Position-907K-$25.3B
JPMORGAN CHASE & CODecreased-497K-$14.9B
GOLDMAN SACHS GROUP INCDecreased-281K-$9.7B
MARSHALL WACE, LLPDecreased-57K-$3.5B
UBS Group AGDecreased-79K-$3.0B
NORTHERN TRUST CORPDecreased-12K-$2.3B
PRIMECAP MANAGEMENT CO/CA/Decreased-63K-$2.2B
CITADEL ADVISORS LLCDecreased-16K-$1.6B
VICTORY CAPITAL MANAGEMENT INCClosed Position-52K-$1.4B
Squarepoint Ops LLCClosed Position-26K-$719.9M
ROYAL BANK OF CANADADecreased-23K-$697.0M
AQR CAPITAL MANAGEMENT LLCClosed Position-21K-$581.0M
RHUMBLINE ADVISERSDecreased-2K-$536.3M
Verition Fund Management LLCDecreased-2K-$516.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Koch, Inc.4,389,129$99.8B13.80%Share
2D. E. Shaw & Co., Inc.1,690,546$38.0B20.83%Share
3HSBC HOLDINGS PLC993,977$22.2B12.62%Share
4CITIGROUP INC642,976$14.0B6.18%Share
5Sumitomo Mitsui Trust Group, Inc.389,463$8.9B5.20%Share
6DEUTSCHE BANK AG\369,674$8.0B2.61%Share
7Amova Asset Management Americas, Inc.341,265$7.7B89.44%Share
8RENAISSANCE TECHNOLOGIES LLC203,308$4.0B6.21%Share
9JACOBS LEVY EQUITY MANAGEMENT, INC189,954$4.0B15.45%Share
10AMERIPRISE FINANCIAL INC194,052$4.0B0.90%Share
11BANK OF AMERICA CORP /DE/201,913$4.0B0.29%Share
12UBS Group AG141,274$3.2B0.52%Share
13GOLDMAN SACHS GROUP INC144,654$3.0B0.37%Share
14CITADEL ADVISORS LLC134,488$3.0B0.45%Share
15NORTHERN TRUST CORP131,379$2.0B0.25%Share
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC119,625$2.0B0.31%Share
17PRIMECAP MANAGEMENT CO/CA/87,635$2.0B1.51%Share
18UNITED CAPITAL FINANCIAL ADVISORS, LLC44,548$1.0B6.02%Share
19XTX Topco Ltd84,322$1.0B0.03%Share
20Brooklyn Investment Group73,365$1.0B0.05%Share
21MILLENNIUM MANAGEMENT LLC86,921$1.0B0.42%Share
22BALYASNY ASSET MANAGEMENT L.P.48,775$1.0B1.27%Share
23JPMORGAN CHASE & CO69,188$1.0B0.06%Share
24Nuveen, LLC56,339$1.0B0.26%Share
25ForthRight Wealth Management, LLC30,296$688.0M0.20%Share
26STRS OHIO21,800$495.0M1.85%Share
27KLP KAPITALFORVALTNING AS12,400$281.0M1.09%Share
28INVICTUS PRIVATE WEALTH, LLC10,524$239.0M0.01%Share
29Fermata Advisors, LLC10,410$236.0M0.06%Share
30Zurcher Kantonalbank (Zurich Cantonalbank)6,800$154.0M0.33%Share
31UBS Group AG5,800$131.0M0.02%Share
32Invesco Ltd.5,062$115.0M0.02%Share
33Farther Finance Advisors, LLC2,401$54.0M0.58%Share
34Invesco Ltd.1,989$45.0M0.01%Share
35Caitong International Asset Management Co., Ltd1,817$41.0M0.11%Share
36Invesco Ltd.1,673$38.0M0.01%Share
37UBS Group AG1,146$26.0M0.00%Share
38GROUP ONE TRADING LLC1,088$24.0M0.04%Share
39VANGUARD GROUP INC1,054,761$23.0M0.33%Share
40Private Wealth Asset Management, LLC1,000$22.0M0.00%Share
41Abound Wealth Management604$13.0M0.00%Share
42BlackRock, Inc.511,004$11.0M0.19%Share
43GROUP ONE TRADING LLC500$11.0M0.02%Call
44BlackRock, Inc.404,323$9.0M0.15%Share
45Notable Capital Management, L.L.C.367,032$8.3M11.38%Share
46BNP PARIBAS FINANCIAL MARKETS325,046$7.0M0.00%Share
47Blue Trust, Inc.336$7.0M0.08%Share
48STATE STREET CORP305,137$6.0M0.00%Share
49UBS Group AG200$4.0M0.00%Share
50MORGAN STANLEY144,083$3.0M0.00%Share

IBTA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025119$239.5B+26
Q3 202593$352.4B-16
Q2 2025109$524.8B-1
Q1 2025110$666.2B-2
Q4 2024112$657.1B+22
Q3 202490$7.5T+7
Q2 202483$17.5T—

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As of Q4 2025, 50 institutional investors hold IBTA (Ibotta, Inc.). The largest holder is Koch, Inc. with $99.8B in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTA?

As of Q4 2025, 50 institutional investors report holding IBTA (Ibotta, Inc.) in their 13F filings.

Who is the largest institutional holder of IBTA?

The largest institutional holder of IBTA is Koch, Inc. with $99.8B in shares.

Is institutional ownership of IBTA increasing or decreasing?

This quarter, 8 institutions opened new positions in IBTA and 4 closed their positions.