Ibotta Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KOCH, INC. | 02/11/2026 | 4.39 M | $99.76 M | 0.00% | 15.10% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.69 M | $38.43 M | 30.99% | 5.81% |
| VANGUARD GROUP INC | 01/29/2026 | 1.16 M | $26.48 M | -25.84% | 4.01% |
| BLACKROCK, INC. | 02/12/2026 | 1.05 M | $23.91 M | 1.58% | 3.62% |
| HSBC HOLDINGS PLC | 03/20/2026 | 993.98 K | $22.21 M | 29.43% | 3.42% |
| CITIGROUP INC | 02/13/2026 | 644.55 K | $14.65 M | 0.50% | 2.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 389.46 K | $8.85 M | -69.60% | 1.34% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 369.89 K | $8.41 M | 3,449.81% | 1.27% |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 367.03 K | $8.34 M | 0.00% | 1.26% |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 02/11/2026 | 341.27 K | $7.74 M | -73.33% | 1.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 327.48 K | $7.44 M | 0.92% | 1.13% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 325.05 K | $7.39 M | -20.32% | 1.12% |
| STATE STREET CORP | 02/13/2026 | 305.14 K | $6.94 M | -1.08% | 1.05% |
| MORGAN STANLEY | 02/13/2026 | 227.07 K | $5.16 M | -30.47% | 0.78% |
| JANE STREET GROUP, LLC | 02/12/2026 | 224.53 K | $5.10 M | 1,898.30% | 0.77% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 203.31 K | $4.62 M | 37.56% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 202.94 K | $4.61 M | 261.47% | 0.70% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 194.05 K | $4.41 M | 1.80% | 0.67% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 189.95 K | $4.32 M | 236.99% | 0.65% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 175.61 K | $3.99 M | -61.55% | 0.60% |
| UBS GROUP AG | 01/29/2026 | 148.42 K | $3.37 M | -34.88% | 0.51% |
| CITADEL ADVISORS LLC | 02/17/2026 | 148.26 K | $3.37 M | -9.90% | 0.51% |
| NORTHERN TRUST CORP | 02/17/2026 | 141.35 K | $3.21 M | -8.03% | 0.49% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 119.63 K | $2.72 M | 14.77% | 0.41% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 87.64 K | $1.99 M | -41.64% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 86.92 K | $1.98 M | 100.00% | 0.30% |
| XTX TOPCO LTD | 02/17/2026 | 84.32 K | $1.92 M | 100.00% | 0.29% |
| HRT FINANCIAL LP | 02/12/2026 | 78.07 K | $1.77 M | 100.00% | 0.27% |
| JPMORGAN CHASE & CO | 02/11/2026 | 74.77 K | $1.70 M | -86.93% | 0.26% |
| SKOPOS LABS, INC. | 02/12/2026 | 73.37 K | $1.65 M | 100.00% | 0.25% |
| MARSHALL WACE, LLP | 02/13/2026 | 68.38 K | $1.55 M | -45.37% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 63.21 K | $1.44 M | 56.73% | 0.22% |
| SAYBROOK CAPITAL /NC | 01/29/2026 | 60.26 K | $1.37 M | 0.00% | 0.21% |
| NUVEEN, LLC | 02/12/2026 | 57.21 K | $1.30 M | 4.52% | 0.20% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 48.78 K | $1.11 M | 100.00% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 44.97 K | $1.02 M | 3.95% | 0.15% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/17/2026 | 44.55 K | $1.01 M | 0.00% | 0.15% |
| VOLEON CAPITAL MANAGEMENT LP | 02/17/2026 | 38.23 K | $868.99 K | 1.94% | 0.13% |
| BARCLAYS PLC | 02/13/2026 | 32.03 K | $728.00 K | 60.27% | 0.11% |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | 01/13/2026 | 30.30 K | $688.63 K | 0.00% | 0.10% |
| SWISS NATIONAL BANK | 02/12/2026 | 29.90 K | $679.63 K | 10.74% | 0.10% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 28.12 K | $639.00 K | -15.33% | 0.10% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 26.45 K | $601.16 K | 100.00% | 0.09% |
| COUNTERPOINT MUTUAL FUNDS LLC | 02/12/2026 | 25.84 K | $587.39 K | 100.00% | 0.09% |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | 02/06/2026 | 23.13 K | $525.84 K | 100.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 23.10 K | $525.06 K | -43.24% | 0.08% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 02/17/2026 | 22.75 K | $517.13 K | -74.33% | 0.08% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 22.73 K | $516.72 K | 213.47% | 0.08% |
| STRS OHIO | 02/02/2026 | 21.80 K | $495.51 K | 0.00% | 0.08% |
| 02/17/2026 | 19.31 K | $438.80 K | 100.00% | 0.07% |
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Ibotta Inc. institutional Ownership - FAQ's
During the previous two years, 158 institutional investors and hedge funds held shares of Ibotta Inc.. The most heavily invested institutionals were:
HSBC HOLDINGS PLC: 1.01 M
UBS Group AG: 173,119
SAYBROOK CAPITAL /NC: 60,258
Bank of New York Mellon Corp: 57,510
Nuveen, LLC: 52,020
STRS OHIO: 10,600
54.49% of Ibotta Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 21.33 M shares in the last 24 months. This purchase volume represents approximately $500.12 M in transactions.