Ibotta, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOCH, INC. | 11/12/2025 | 4.39 M | $122.24 M | 0.00% | 15.41% |
| VANGUARD GROUP INC | 11/07/2025 | 1.57 M | $43.75 M | 17.33% | 5.52% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 1.29 M | $35.94 M | -10.97% | 4.53% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 1.28 M | $35.68 M | 15.10% | 4.50% |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 11/12/2025 | 1.28 M | $35.60 M | 15.56% | 4.49% |
| BLACKROCK, INC. | 11/12/2025 | 1.04 M | $28.84 M | 15.68% | 3.64% |
| ARK INVESTMENT MANAGEMENT LLC | 11/12/2025 | 907.39 K | $25.27 M | 39.28% | 3.19% |
| HSBC HOLDINGS PLC | 11/13/2025 | 767.96 K | $21.43 M | 695.41% | 2.70% |
| CITIGROUP INC | 11/10/2025 | 641.34 K | $17.86 M | 90.22% | 2.25% |
| JPMORGAN CHASE & CO | 11/26/2025 | 572.09 K | $15.93 M | -12.64% | 2.01% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 456.68 K | $12.72 M | 697.07% | 1.60% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 407.94 K | $11.36 M | 23.21% | 1.43% |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 367.03 K | $10.22 M | -9.55% | 1.29% |
| MORGAN STANLEY | 11/14/2025 | 326.56 K | $9.09 M | 174.38% | 1.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 324.48 K | $9.04 M | 43.58% | 1.14% |
| STATE STREET CORP | 11/14/2025 | 308.47 K | $8.59 M | 4.91% | 1.08% |
| UBS GROUP AG | 11/13/2025 | 227.90 K | $6.35 M | -16.86% | 0.80% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 190.61 K | $5.31 M | -40.91% | 0.67% |
| CITADEL ADVISORS LLC | 11/14/2025 | 164.56 K | $4.58 M | -84.64% | 0.58% |
| NORTHERN TRUST CORP | 11/14/2025 | 153.68 K | $4.28 M | 55.76% | 0.54% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 150.17 K | $4.18 M | 25.16% | 0.53% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 147.80 K | $4.12 M | -39.43% | 0.52% |
| MARSHALL WACE, LLP | 11/13/2025 | 125.17 K | $3.49 M | -45.44% | 0.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 104.23 K | $2.90 M | 51.24% | 0.37% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 11/14/2025 | 88.64 K | $2.47 M | 100.00% | 0.31% |
| WILKINS INVESTMENT COUNSEL INC | 10/30/2025 | 66.03 K | $1.84 M | 0.00% | 0.23% |
| SAYBROOK CAPITAL /NC | 10/16/2025 | 60.26 K | $1.68 M | 0.00% | 0.21% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 56.37 K | $1.57 M | 100.00% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 56.14 K | $1.56 M | 8.91% | 0.20% |
| NUVEEN, LLC | 11/12/2025 | 54.73 K | $1.52 M | 0.98% | 0.19% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 51.85 K | $1.44 M | 112.23% | 0.18% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/14/2025 | 44.55 K | $1.24 M | 100.00% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 43.26 K | $1.21 M | 3.38% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 40.70 K | $1.13 M | 14.65% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2025 | 40.40 K | $1.13 M | 97.07% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 40.33 K | $1.12 M | 5.32% | 0.14% |
| VOLEON CAPITAL MANAGEMENT LP | 11/14/2025 | 37.50 K | $1.04 M | 100.00% | 0.13% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 33.21 K | $924.00 K | 100.00% | 0.12% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 11/07/2025 | 30.30 K | $843.74 K | 0.00% | 0.11% |
| SWISS NATIONAL BANK | 11/13/2025 | 27.00 K | $751.95 K | 7.14% | 0.09% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 25.85 K | $719.87 K | 53.36% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 25.02 K | $697.00 K | 46.69% | 0.09% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 22.60 K | $633.70 K | 162.79% | 0.08% |
| STRS OHIO | 10/30/2025 | 21.80 K | $607.13 K | 49.32% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2025 | 21.30 K | $593.21 K | 100.00% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 20.86 K | $580.98 K | 67.61% | 0.07% |
| BARCLAYS PLC | 11/12/2025 | 19.98 K | $556.55 K | -26.09% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 19.80 K | $551.43 K | 83.33% | 0.07% |
| RHUMBLINE ADVISERS | 11/06/2025 | 19.26 K | $536.27 K | 2.01% | 0.07% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 18.55 K | $516.59 K | -34.84% | 0.07% |
Ibotta, Inc. institutional Ownership - FAQ's
During the previous two years, 167 institutional investors and hedge funds held shares of Ibotta, Inc.. The most heavily invested institutionals were:
Koch, Inc.: 4.39 M
VANGUARD GROUP INC: 1.57 M
D. E. Shaw & Co., Inc.: 1.29 M
Sumitomo Mitsui Trust Holdings, Inc.: 1.28 M
Nikko Asset Management Americas, Inc.: 1.28 M
BlackRock, Inc.: 1.04 M
64.57% of Ibotta, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.27 M shares in the last 24 months. This purchase volume represents approximately $728.85 M in transactions.