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Ibotta, Inc. (IBTA) Institutional Ownership & Insider Trading

146 institutions reported holding Ibotta, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 140 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

IBTAIbotta, Inc.Follow IBTA — free
Software - Application · Technology
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Market cap
1.1B
P/E TTM
—
Dividend yield
—
52-week
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Next earnings
2 Nov, in 9 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

146 institutions held 60.3% of the shares. Across filers that reported both quarters, shares held changed -1.7%.

Increased+36New+24Decreased-44Closed-11

Largest moves, shares (millions)

American Century Companies+0.2MNuveen+0.1MJPMorgan Chase+0.1MHrt Financial-0.1MDeutsche Bank Ag\-0.1MJacobs Levy Equity…-0.1M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-3.3Sep 24+3.7Dec 24+0.0Mar 25+0.3Jun 25+0.5Sep 25-3.4Dec 25-2.2Mar 26-0.2Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2614614-1.7%36244411
Mar 2613214-14.1%35254118
Dec 2511915-18.9%36193119
Sep 2511719+2.5%46262636
Jun 2512919+1.6%36324212
Mar 2510918+0.3%32272330
Dec 2411518+37.2%52261819
Sep 2410710-25.9%44291015

Ibotta, Inc. — questions

Who owns Ibotta, Inc. stock?
146 institutions reported Ibotta, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: Koch, Inc. (18.9%), D. E. Shaw & Co., Inc. (7.3%), HSBC HOLDINGS PLC (4.4%).
Are Ibotta, Inc. insiders buying or selling?
140 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Ibotta, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.