IBTAIBOTTA INC
CUSIP 451051106 · Yahoo Finance ↗ · Google Finance ↗
Ibotta Inc (IBTA) has 131 institutional holders in Filings Flow’s 13F database, together reporting 14.20M shares worth $418M as of Q1 2026. The largest reported holders are Koch, Inc., D. E. Shaw & Co., Inc., and Hsbc Holdings PLC.
Institutional Holders
131
Q1 2026
Reported Value
$418M
Ticker
IBTA
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Koch, Inc.$922M AUM | 14.27% | $132M | 4.39M | Q1 2026OLDER |
| SAYBROOK CAPITAL /NC$371M AUM | 0.49% | $2M | 60.3K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 0.26% | $2M | 66.0K | Q3 2025OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.26% | $907,971 | 30.3K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.25% | $663,266 | 22.1K | Q1 2026OLDER |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.19% | $227,300 | 10.0K | Q4 2025OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.15% | $25M | 907.4K | Q3 2025OLDER |
| G2 Investment Partners Management LLC$406M AUM | 0.11% | $449,550 | 15.0K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $246,027 | 8.8K | Q3 2025OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.09% | $8M | 341.3K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.09% | $222,856 | 8.0K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.08% | $2M | 73.4K | Q4 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.06% | $291,931 | 8.5K | Q2 2026 |
| Numerai GP LLC$997M AUM | 0.06% | $415,271 | 14.9K | Q3 2025OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.04% | $525,836 | 23.1K | Q4 2025OLDER |
| Aristides Capital LLC$462M AUM | 0.04% | $220,481 | 9.7K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $227,459 | 10.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 64.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.03% | $51M | 1.69M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $625,474 | 20.9K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.02% | $239,790 | 8.0K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $231,669 | 7.7K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.02% | $951,877 | 31.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $31M | 1.01M | Q1 2026OLDER |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.01% | $239,211 | 10.5K | Q4 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $5M | 154.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $7M | 239.3K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $3M | 86.0K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $53,916 | 1.8K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $382,118 | 12.8K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.01% | $201,608 | 6.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 44.8K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $237,301 | 10.4K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $19M | 640.7K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $517,130 | 22.8K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $505,699 | 18.2K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $217,314 | 7.8K | Q3 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $9M | 389.5K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $10M | 327.2K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $20,633 | 604 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $276,411 | 9.9K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 90.9K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $239,640 | 8.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $29,970 | 1.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $89,550 | 3.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $8M | 271.4K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 64.1K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $38,631 | 1.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $118,921 | 4.0K | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $4,038 | 145 | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $20,667 | 605 | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $370,499 | 16.3K | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $15,819 | 568 | Q3 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $317,682 | 10.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 97.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $699,650 | 23.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $214,375 | 7.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 36.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $41,598 | 1.4K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $260,979 | 8.7K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $230,431 | 8.3K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $118,501 | 4.0K | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $1M | 41.9K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $509,878 | 18.3K | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 51.9K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $27,183 | 907 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 173.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 158.5K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 95.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $719,867 | 25.8K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 48.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $544,403 | 18.2K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $872,044 | 31.1K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $9M | 296.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 142.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 239.2K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $896,103 | 29.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 128.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $29M | 962.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 104.6K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $432,320 | 14.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 64.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $203,796 | 6.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $499,891 | 16.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 52.0K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $409,479 | 14.7K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $16M | 519.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $26M | 1.16M | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 110.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $95,904 | 3.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,667 | 283 | Q2 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $343,666 | 11.5K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 57.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 227.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $276,593 | 9.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $9M | 284.5K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $296 | 9 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $89,910 | 3.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $99,231 | 3.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,253 | 242 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $246,653 | 8.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $156,144 | 5.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $146,853 | 4.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $720 | 24 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 58.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $4M | 123.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $780,298 | 26.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,463 | 48.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,528 | 51 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $155,724 | 5.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $791,778 | 26.4K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $231,846 | 10.2K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $995,005 | 33.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $10,070 | 336 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $75,308 | 2.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $468,760 | 15.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,716 | 124 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $386 | 17 | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $273,897 | 12.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $6,264 | 209 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $450 | 15 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $630 | 21 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $141,219 | 4.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $298,592 | 10.0K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $749 | 25 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,068 | 69 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $750 | 25 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $269,491 | 9.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $2,158 | 72 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $779 | 26 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $20,979 | 700 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $203,496 | 6.8K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $524,098 | 17.9K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $18,012 | 601 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $37,822 | 1.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,695 | 190 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $299 | 10 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,588 | 57 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $16,693 | 557 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,169 | 39 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $9,650 | 322 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $3,327 | 111 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,083 | 35 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $46,000 | 1.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $120 | 4 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $1,738 | 58 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,986 | 133 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $67,822 | 2.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $88 | 3 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $30 | 1 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $150 | 5 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,410 | 150 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,387 | 61 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,278 | 76 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $120 | 4 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $480 | 16 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.