Ibotta, Inc. - IBTA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Koch, Inc. History No change 4,389,129 149,932 13.7% 13.7% 1 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,690,546 57,749 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 1,016,521 35,700 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 937,170 32,013 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 644,972 22,032 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 528,841 18,065 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
Notable Capital Management, L.L.C. History No change 336,042 11,479 22.27% 22.27% 7 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 333,106 11,378 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 277,664 9,487 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 272,487 9,308 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 223,083 7,620 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 201,088 6,869 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 173,907 5,940 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 168,497 5,755 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 164,498 5,619 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 162,509 5,551 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 150,347 5,135 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 120,472 4,115 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 112,660 3,848 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 105,702 3,610 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 104,801 3,580 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 02, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 103,626 3,539 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 102,264 3,493 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 101,360 3,462 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 94,600 3,231 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 93,333 3,188 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 88,350 3,018 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 88,313 3,016 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 86,237 2,945 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 84,759 2,914 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 80,198 2,739 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
SAYBROOK CAPITAL /NC History No change 60,258 2,058 0.52% 0.52% 32 0 0.0% Q2 2026 Jul 31, 2026
Bank of New York Mellon Corp History No change 59,478 2,031 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 56,362 1,925 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 49,983 1,709 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 44,706 1,527 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 41,735 1,425 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 41,019 1,401 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 29,889 1,021 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 26,419 902 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 26,283 897 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 26,188 894 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
ForthRight Wealth Management, LLC History No change 25,180 860 0.22% 0.22% 43 0 0.0% Q2 2026 Aug 07, 2026
Susquehanna Portfolio Strategies, LLC History No change 24,770 846 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 24,205 826 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 23,011 786 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 22,895 782 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 21,701 739 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 19,800 676 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 18,930 646 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 16,400 560 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 15,424 526 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 14,552 497 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
Penserra Capital Management LLC History No change 14,329 489 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 13,300 454 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
STRS OHIO History No change 12,800 437 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 30, 2026
Baker Avenue Asset Management, LP History No change 12,750 435 0.01% 0.01% 57 0 0.0% Q2 2026 Jul 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 13,850 415 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 11,391 389 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 10,505 359 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 10,434 356 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 10,301 351 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 24, 2026
Focus Partners Wealth History No change 9,983 341 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 9,595 327 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 8,917 304 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 8,710 297 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Fermata Advisors, LLC History No change 8,546 291 0.06% 0.06% 67 0 0.0% Q2 2026 Jul 07, 2026
Jain Global LLC History No change 8,541 291 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 8,512 290 0.05% 0.05% 69 0 0.0% Q2 2026 Aug 04, 2026
Squarepoint Ops LLC History No change 8,481 289 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 8,230 281 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 8,001 273 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 7,934 271 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History No change 7,537 257 0.02% 0.02% 74 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 7,298 249 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 7,153 244 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 6,965 238 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,800 232 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 11, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 6,532 223 0.04% 0.04% 79 0 0.0% Q2 2026 Jul 21, 2026
Jupiter Topco LLC History No change 6,500 222 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 6,118 208 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 5,911 201 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 5,873 200 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 5,789 197 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 5,567 190 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 12, 2026
MEEDER ASSET MANAGEMENT INC History No change 5,110 174 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,900 167 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 4,712 160 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,573 156 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 4,441 151 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 06, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,954 135 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 23, 2026
KLP KAPITALFORVALTNING AS History No change 3,200 109 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 3,047 104 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 3,000 102 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,871 98 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 2,872 98 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 2,305 78 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,246 76 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 1,643 56 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 1,340 45 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History Added to 899 35 0.0% 0.0% 101 +294 48.6% Q3 2026 Oct 01, 2026
Private Wealth Asset Management, LLC History No change 1,000 34 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 907 30 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 815 27 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 604 20 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 590 20 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 322 11 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 336 11 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 21, 2026
Covestor Ltd History No change 277 10 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 07, 2026
BNP Paribas Asset Management Holding S.A. History No change 288 9 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 288 9 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 24, 2026
GAMMA Investing LLC History No change 283 9 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 07, 2026
UMB Bank, n.a. History No change 209 7 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 207 7 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 163 5 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 124 4 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 124 4 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 22, 2026
NISA INVESTMENT ADVISORS, LLC History No change 114 3 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 90 3 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 117 3 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 05, 2026
Caitong International Asset Management Co., Ltd History No change 105 3 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History No change 79 2 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 64 2 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History No change 87 2 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 28, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 66 2 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 86 2 0.0% 0.0% 126 0 0.0% Q2 2026 Sep 08, 2026
Optiver Holding B.V. History No change 76 2 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 65 2 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 20, 2026
Essential Partners LLC History No change 78 2 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 47 1 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 58 1 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 39 1 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 23, 2026
Golden State Wealth Management, LLC History No change 51 1 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 22, 2026
Quarry LP History No change 58 1 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 30 1 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 47 1 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 25 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
IFP Advisors, Inc History No change 5 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Stone House Investment Management, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History No change 23 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 14, 2026