Ibotta, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
KOCH, INC. | 02/27/2025 | 4.39 M | $285.64 M | 100.00% | 14.31% |
SOUTHPOINT CAPITAL ADVISORS LP | 02/14/2025 | 1.04 M | $67.48 M | 100.00% | 3.38% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.01 M | $65.66 M | 62.14% | 3.29% |
BAMCO INC /NY/ | 02/14/2025 | 756,087 | $49.21 M | -17.69% | 2.47% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 624,242 | $40.63 M | 107.91% | 2.04% |
NIKKO ASSET MANAGEMENT AMERICAS, INC. | 02/10/2025 | 624,002 | $40.61 M | 95.94% | 2.04% |
GGV CAPITAL LLC | 02/14/2025 | 564,371 | $36.73 M | -10.68% | 1.84% |
CAPITAL WORLD INVESTORS | 02/13/2025 | 250,000 | $16.27 M | 0.00% | 0.82% |
DRAGONEER INVESTMENT GROUP, LLC | 02/14/2025 | 250,000 | $16.27 M | 0.00% | 0.82% |
ARROWMARK COLORADO HOLDINGS LLC | 02/14/2025 | 227,931 | $14.83 M | 4.85% | 0.74% |
ARK INVESTMENT MANAGEMENT LLC | 02/04/2025 | 176,161 | $11.46 M | 115.78% | 0.57% |
HOLOCENE ADVISORS, LP | 02/14/2025 | 131,475 | $8.56 M | 5.18% | 0.43% |
PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 127,340 | $8.29 M | -11.37% | 0.42% |
YOST CAPITAL MANAGEMENT, LP | 02/13/2025 | 106,000 | $6.90 M | 100.00% | 0.35% |
SAYBROOK CAPITAL /NC | 02/07/2025 | 82,064 | $5.34 M | 100.00% | 0.27% |
FINDELL CAPITAL MANAGEMENT LLC | 02/14/2025 | 80,000 | $5.21 M | 23.08% | 0.26% |
HBK INVESTMENTS L P | 02/14/2025 | 60,000 | $3.90 M | 0.00% | 0.20% |
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 02/11/2025 | 56,015 | $3.64 M | 87.03% | 0.18% |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/14/2025 | 50,000 | $3.25 M | 0.00% | 0.16% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 42,941 | $2.79 M | 570.85% | 0.14% |
FORTHRIGHT WEALTH MANAGEMENT, LLC | 01/17/2025 | 34,596 | $2.25 M | 526.85% | 0.11% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 33,743 | $2.20 M | 100.00% | 0.11% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 32,863 | $2.14 M | 100.00% | 0.11% |
SQUAREPOINT OPS LLC | 02/14/2025 | 29,394 | $1.91 M | 3.14% | 0.10% |
EVERGREEN CAPITAL MANAGEMENT LLC | 02/13/2025 | 27,506 | $1.79 M | 100.00% | 0.09% |
EXCHANGE TRADED CONCEPTS, LLC | 01/21/2025 | 24,874 | $1.62 M | 100.00% | 0.08% |
INVICTUS PRIVATE WEALTH, LLC | 02/14/2025 | 20,152 | $1.31 M | 285.32% | 0.07% |
M&T BANK CORP | 02/06/2025 | 19,323 | $1.26 M | 28.62% | 0.06% |
BAKER AVENUE ASSET MANAGEMENT, LP | 02/14/2025 | 12,750 | $829,770 | -12.07% | 0.04% |
MAIN MANAGEMENT ETF ADVISORS, LLC | 02/14/2025 | 11,392 | $741,000 | -8.25% | 0.04% |
MALAGA COVE CAPITAL, LLC | 02/14/2025 | 10,285 | $669,348 | 100.00% | 0.03% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 8,879 | $577,845 | 113.39% | 0.03% |
NEMES RUSH GROUP LLC | 02/12/2025 | 8,001 | $520,705 | 100.00% | 0.03% |
COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 7,771 | $505,737 | 90.79% | 0.03% |
XTX TOPCO LTD | 02/13/2025 | 7,123 | $463,565 | -64.64% | 0.02% |
WEISS ASSET MANAGEMENT LP | 02/14/2025 | 5,500 | $357,940 | -31.25% | 0.02% |
PDT PARTNERS, LLC | 02/14/2025 | 5,232 | $340,499 | 100.00% | 0.02% |
CRESSET ASSET MANAGEMENT, LLC | 02/14/2025 | 4,752 | $309,260 | 100.00% | 0.02% |
PRIVATE CAPITAL MANAGEMENT LLC | 02/05/2025 | 4,455 | $289,932 | -38.29% | 0.01% |
VIRTU FINANCIAL LLC | 02/11/2025 | 4,304 | $280,000 | 100.00% | 0.01% |
INTECH INVESTMENT MANAGEMENT LLC | 02/11/2025 | 3,735 | $243,074 | 100.00% | 0.01% |
WILKINS INVESTMENT COUNSEL INC | 02/11/2025 | 3,730 | $242,748 | 100.00% | 0.01% |
LUXOR CAPITAL GROUP, LP | 02/14/2025 | 3,450 | $224,526 | 100.00% | 0.01% |
02/11/2025 | 3,232 | $210,339 | 100.00% | 0.01% | |
PITTENGER & ANDERSON INC | 01/31/2025 | 2,340 | $152,288 | 100.00% | 0.01% |
SANDIA INVESTMENT MANAGEMENT LP | 02/14/2025 | 2,000 | $130,160 | -42.86% | 0.01% |
02/11/2025 | 1,400 | $91,112 | 100.00% | 0.00% | |
TORTOISE INVESTMENT MANAGEMENT, LLC | 02/07/2025 | 1,136 | $73,931 | -33.33% | 0.00% |
02/14/2025 | 494 | $32,150 | 100.00% | 0.00% | |
AMALGAMATED BANK | 02/04/2025 | 264 | $17,000 | 0.00% | 0.00% |
Ibotta, Inc. institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Ibotta, Inc.. The most heavily invested institutionals were:
Koch, Inc.: 4.39 M
Southpoint Capital Advisors LP: 1.04 M
BlackRock Funding, Inc. /DE: 1.01 M
BAMCO INC /NY/: 756,087
Sumitomo Mitsui Trust Holdings, Inc.: 624,242
Nikko Asset Management Americas, Inc.: 624,002
59.45% of Ibotta, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.57 M shares in the last 24 months. This purchase volume represents approximately $1.04 B in transactions.