IBOTTA INC (IBTA)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
141
Reporting holders
$481.1M
Reported value
0.7%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Koch, Inc. | $149.9M | 4,389,129 | 13.70% | 7q | HELD |
| D. E. Shaw & Co., Inc. | $57.7M | 1,690,546 | 0.03% | 9q | HELD |
| HSBC HOLDINGS PLC | $35.7M | 1,016,521 | 0.01% | 6q | +0.7%+$254.1K |
| BlackRock, Inc. | $32.0M | 937,170 | 0.00% | 8q | -2.6%-$870.2K |
| CITIGROUP INC | $22.0M | 644,972 | 0.01% | 9q | +0.7%+$146.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $18.1M | 528,841 | 0.00% | 2q | +1.8%+$325.9K |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | $11.5M | 336,042 | 22.27% | 6q | -8.4%-$1.1M |
| BNP PARIBAS FINANCIAL MARKETS | $11.4M | 333,106 | 0.00% | 9q | +1.8%+$202.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.5M | 277,664 | 0.00% | 9q | -6.4%-$645.7K |
| STATE STREET CORP | $9.3M | 272,487 | 0.00% | 9q | -4.2%-$410.5K |
| RENAISSANCE TECHNOLOGIES LLC | $7.6M | 223,083 | 0.01% | 9q | -6.8%-$554.0K |
| BANK OF AMERICA CORP /DE/ | $6.9M | 201,088 | 0.00% | 9q | -15.9%-$1.3M |
| DEUTSCHE BANK AG\ | $5.9M | 173,907 | 0.00% | 9q | -35.9%-$3.3M |
| UBS Group AG | $5.8M | 168,497 | 0.00% | 9q | -2.7%-$157.9K |
| MORGAN STANLEY | $5.6M | 164,498 | 0.00% | 9q | -30.5%-$2.5M |
| Nuveen, LLC | $5.6M | 162,509 | 0.00% | 6q | +212.4%+$3.8M |
| AMERICAN CENTURY COMPANIES INC | $5.1M | 150,347 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $4.1M | 120,472 | 0.00% | 3q | +23.6%+$785.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.8M | 112,660 | 0.01% | 2q | -26.8%-$1.4M |
| GOLDMAN SACHS GROUP INC | $3.6M | 105,702 | 0.00% | 8q | -4.5%-$172.1K |
| CITADEL ADVISORS LLC | $3.6M | 88,301 | 0.00% | 9q | -28.6%-$1.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.5M | 103,626 | 0.00% | 2q | -16.0%-$672.9K |
| JANE STREET GROUP, LLC | $3.5M | 84,764 | 0.00% | 5q | -34.3%-$1.8M |
| BARCLAYS PLC | $3.5M | 101,360 | 0.00% | 9q | +57.9%+$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.2M | 94,600 | 0.00% | 9q | -9.6%-$341.4K |
| Sixth Street Partners Management Company, L.P. | $3.2M | 94,600 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $3.2M | 93,333 | 0.00% | 9q | -27.4%-$1.2M |
| XTX Topco Ltd | $3.0M | 88,350 | 0.04% | 3q | +38.0%+$831.0K |
| Point72 Asset Management, L.P. | $3.0M | 88,313 | 0.00% | 2q | +37.7%+$826.1K |
| AQR CAPITAL MANAGEMENT LLC | $2.9M | 86,237 | 0.00% | 2q | +79.6%+$1.3M |
| JPMORGAN CHASE & CO | $2.9M | 84,759 | 0.00% | 9q | +374.3%+$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $2.7M | 80,198 | 0.00% | 2q | -16.4%-$536.1K |
| SAYBROOK CAPITAL /NC | $2.1M | 60,258 | 0.52% | 7q | HELD |
| Bank of New York Mellon Corp | $2.0M | 59,478 | 0.00% | 9q | +3.4%+$67.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 10,162 | 0.00% | 9q | -33.3%-$959.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.5M | 44,706 | 0.01% | 4q | HELD |
| PRIMECAP MANAGEMENT CO/CA/ | $1.4M | 41,735 | 0.00% | 9q | HELD |
| TUDOR INVESTMENT CORP ET AL | $1.4M | 41,019 | 0.00% | new | NEW |
| Invesco Ltd. | $1.0M | 29,889 | 0.00% | 9q | -10.0%-$113.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $902.5K | 26,419 | 0.00% | 8q | HELD |
| Mariner, LLC | $897.9K | 26,283 | 0.00% | 2q | +44.7%+$277.3K |
| Quantinno Capital Management LP | $894.6K | 26,188 | 0.00% | 3q | +12.2%+$97.1K |
| ForthRight Wealth Management, LLC | $860.1K | 25,180 | 0.22% | 8q | -16.9%-$174.8K |
| Susquehanna Portfolio Strategies, LLC | $846.1K | 24,770 | 0.01% | new | NEW |
| Voleon Capital Management LP | $826.8K | 24,205 | 0.02% | 4q | -23.8%-$258.1K |
| ExodusPoint Capital Management, LP | $786.1K | 23,011 | 0.01% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $782.1K | 22,895 | 0.04% | new | NEW |
| Swiss National Bank | $676.4K | 19,800 | 0.00% | 8q | -33.8%-$345.0K |
| FRANKLIN RESOURCES INC | $646.6K | 18,930 | 0.00% | 4q | -27.3%-$242.7K |
| IMC-Chicago, LLC | $560.2K | options only | 0.00% | 2q | OPTIONS |
| Balyasny Asset Management L.P. | $526.9K | 15,424 | 0.00% | 3q | -83.0%-$2.6M |
| RHUMBLINE ADVISERS | $497.1K | 14,552 | 0.00% | 9q | -12.8%-$72.7K |
| Jump Financial, LLC | $454.3K | 13,300 | 0.00% | new | NEW |
| STRS OHIO | $437.2K | 12,800 | 0.00% | 5q | +20.8%+$75.2K |
| Baker Avenue Asset Management, LP | $435.5K | 12,750 | 0.01% | 8q | HELD |
| ALLIANCEBERNSTEIN L.P. | $415.1K | 13,850 | 0.00% | 9q | +14.9%+$53.9K |
| WELLS FARGO & COMPANY/MN | $389.1K | 11,391 | 0.00% | 9q | -16.1%-$74.8K |
| AMERIPRISE FINANCIAL INC | $356.4K | 10,434 | 0.00% | 8q | -66.6%-$712.2K |
| Focus Partners Wealth | $341.0K | 9,983 | 0.00% | 2q | +8.2%+$25.8K |
| Engineers Gate Manager LP | $327.8K | 9,595 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $304.6K | 8,917 | 0.00% | 4q | -0.8%-$2.6K |
| Schonfeld Strategic Advisors LLC | $297.5K | 8,710 | 0.00% | new | NEW |
| Fermata Advisors, LLC | $291.9K | 8,546 | 0.06% | 5q | -17.9%-$63.7K |
| Jain Global LLC | $291.8K | 8,541 | 0.00% | 2q | -1.9%-$5.7K |
| FOX RUN MANAGEMENT, L.L.C. | $290.8K | 8,512 | 0.05% | new | NEW |
| Squarepoint Ops LLC | $289.7K | 8,481 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $281.1K | 8,230 | 0.00% | 2q | HELD |
| Nemes Rush Group LLC | $273.3K | 8,001 | 0.02% | 7q | HELD |
| Man Group plc | $271.0K | 7,934 | 0.00% | new | NEW |
| NORDEN GROUP LLC | $257.5K | 7,537 | 0.02% | 2q | -2.5%-$6.6K |
| Creative Planning | $249.3K | 7,298 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $244.3K | 7,153 | 0.00% | 9q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $232.3K | 6,800 | 0.00% | 6q | HELD |
| DRIVE WEALTH MANAGEMENT, LLC | $223.1K | 6,532 | 0.04% | new | NEW |
| Jupiter Topco LLC | $222.9K | 6,500 | 0.00% | new | FIRST |
| Legal & General Group Plc | $209.0K | 6,118 | 0.00% | 9q | -38.6%-$131.3K |
| Brevan Howard Capital Management LP | $201.9K | 5,911 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $200.6K | 5,873 | 0.00% | new | NEW |
| Arax Advisory Partners | $197.8K | 5,789 | 0.00% | 4q | +8289.9%+$195.4K |
| Quantbot Technologies LP | $190.2K | 5,567 | 0.01% | 2q | -73.3%-$522.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $189.3K | 5,542 | 0.00% | new | NEW |
| MEEDER ASSET MANAGEMENT INC | $174.6K | 5,110 | 0.01% | 2q | +296.4%+$130.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $167.4K | 4,900 | 0.00% | 9q | HELD |
| Vanguard Global Advisers, LLC | $161.0K | 4,712 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $156.2K | 4,573 | 0.00% | 8q | -12.2%-$21.8K |
| State of Wyoming | $151.7K | 4,441 | 0.02% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $135.1K | 3,954 | 0.00% | 7q | HELD |
| KLP KAPITALFORVALTNING AS | $109.3K | 3,200 | 0.00% | 7q | HELD |
| Russell Investments Group, Ltd. | $104.1K | 3,047 | 0.00% | 6q | -78.9%-$388.7K |
| SIMPLEX TRADING, LLC | $103.9K | 1,543 | 0.00% | 5q | +22.3%+$18.9K |
| Vanguard Investments Australia, Ltd. | $102.5K | 3,000 | 0.00% | 2q | HELD |
| Larson Financial Group LLC | $98.1K | 2,872 | 0.00% | 6q | -3.9%-$4.0K |
| OSAIC HOLDINGS, INC. | $98.1K | 2,871 | 0.00% | 8q | +14.2%+$12.2K |
| FMR LLC | $78.7K | 2,305 | 0.00% | 9q | +1.9%+$1.4K |
| ROYAL BANK OF CANADA | $76.0K | 2,246 | 0.00% | 9q | +45.4%+$23.7K |
| Tower Research Capital LLC (TRC) | $45.8K | 1,340 | 0.00% | 8q | -3.5%-$1.6K |
| Private Wealth Asset Management, LLC | $34.2K | 1,000 | 0.00% | 5q | HELD |
| Ameritas Investment Partners, Inc. | $31.0K | 907 | 0.00% | 9q | HELD |
| Aster Capital Management (DIFC) Ltd | $25.3K | 692 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $20.7K | 605 | 0.00% | 4q | +28.2%+$4.5K |
Showing the largest 100 of 149 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 141 | $481.1M | 13,957,863 | 28 | 34 | 43 | 0.7% |
| Q1 2026 | 125 | $423.6M | 14,017,580 | 24 | 32 | 41 | 0.8% |
| Q4 2025 | 111 | $379.5M | 16,675,603 | 20 | 36 | 26 | 0.3% |
| Q3 2025 | 113 | $530.3M | 18,865,759 | 26 | 43 | 27 | 0.9% |
| Q2 2025 | 123 | $678.3M | 18,415,384 | 29 | 36 | 43 | 0.6% |
| Q1 2025 | 109 | $776.4M | 18,189,655 | 27 | 31 | 26 | 1.1% |
| Q4 2024 | 112 | $1.2B | 18,176,094 | 25 | 48 | 18 | 0.7% |
| Q3 2024 | 101 | $622.9M | 10,024,630 | 28 | 44 | 11 | 0.9% |
| Q2 2024 | 88 | $984.6M | 13,083,628 | 87 | 0 | 0 | 0.1% |
| Q3 2021 | 11 | $17.0M | 669,359 | 3 | 5 | 2 | 0.0% |
| Q2 2021 | 9 | $14.4M | 567,740 | 1 | 4 | 2 | 0.0% |
| Q1 2021 | 10 | $6.4M | 252,408 | 3 | 3 | 1 | 0.0% |
| Q4 2020 | 10 | $7.6M | 301,454 | 3 | 2 | 3 | 0.0% |
| Q3 2020 | 9 | $7.1M | 280,091 | 4 | 3 | 1 | 0.0% |
| Q2 2020 | 5 | $5.8M | 226,844 | 2 | 1 | 1 | 0.0% |
| Q1 2020 | 3 | $3.9M | 153,374 | 3 | 0 | 0 | 0.0% |