Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Ibotta, Inc.

CIK 0001538379IBTA· quarter ending 2026-06-30

Shares outstanding

23,169,614

as of 2026-07-31 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

13,971,571

69.3% of Common Class A

Holders

146

+14 vs 2026-03-31 · 28 new, 14 exited

Value

$478.2M

shares -1.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	IBTA · NYSE	20,148,602	13,971,571	69.3%	146	451051106
Common Class B	not listed	3,021,012	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	451051106	CLASS A COM SHS	146	13,971,571	20,148,602	69.3%	$478.2M	3 call / 0 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (146 of 146 · 451051106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Koch, Inc.	4,389,129	21.78%	$149.9M	—
2	D. E. Shaw & Co., Inc.	1,690,546	8.39%	$57.7M	—
3	HSBC HOLDINGS PLC	1,016,521	5.05%	$35.7M	+7,234 (+0.7%)
4	BlackRock, Inc.	937,170	4.65%	$32.0M	-25,474 (-2.6%)
5	CITIGROUP INC	644,972	3.20%	$22.0M	+4,289 (+0.7%)
6	VANGUARD CAPITAL MANAGEMENT LLC	528,841	2.62%	$18.1M	+9,541 (+1.8%)
7	NOTABLE CAPITAL MANAGEMENT, L.L.C.	336,042	1.67%	$11.5M	-30,990 (-8.4%)
8	BNP PARIBAS FINANCIAL MARKETS	333,106	1.65%	$11.4M	+5,933 (+1.8%)
9	GEODE CAPITAL MANAGEMENT, LLC	277,664	1.38%	$9.5M	-18,899 (-6.4%)
10	STATE STREET CORP	272,487	1.35%	$9.3M	-12,018 (-4.2%)
11	RENAISSANCE TECHNOLOGIES LLC	223,083	1.11%	$7.6M	-16,217 (-6.8%)
12	BANK OF AMERICA CORP /DE/	201,088	1.00%	$6.9M	-38,079 (-15.9%)
13	DEUTSCHE BANK AG\	173,907	0.86%	$5.9M	-97,518 (-35.9%)
14	UBS Group AG	168,497	0.84%	$5.8M	-4,622 (-2.7%)
15	MORGAN STANLEY	164,498	0.82%	$5.6M	-72,234 (-30.5%)
16	Nuveen, LLC	162,509	0.81%	$5.6M	+110,489 (+212.4%)
17	AMERICAN CENTURY COMPANIES INC	150,347	0.75%	$5.1M	NEW
18	MILLENNIUM MANAGEMENT LLC	120,472	0.60%	$4.1M	+22,999 (+23.6%)
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	112,660	0.56%	$3.8M	-41,320 (-26.8%)
20	GOLDMAN SACHS GROUP INC	105,702	0.52%	$3.6M	-5,037 (-4.5%)
21	VANGUARD PORTFOLIO MANAGEMENT LLC	103,626	0.51%	$3.5M	-19,698 (-16.0%)
22	BARCLAYS PLC	101,360	0.50%	$3.5M	+37,158 (+57.9%)
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	94,600	0.47%	$3.2M	-9,995 (-9.6%)
24	NORTHERN TRUST CORP	93,333	0.46%	$3.2M	-35,261 (-27.4%)
25	XTX Topco Ltd	88,350	0.44%	$3.0M	+24,326 (+38.0%)
26	Point72 Asset Management, L.P.	88,313	0.44%	$3.0M	+24,184 (+37.7%)
27	CITADEL ADVISORS LLC	88,301	0.44%	$3.0M	-35,450 (-28.6%)
28	AQR CAPITAL MANAGEMENT LLC	86,237	0.43%	$2.9M	+38,230 (+79.6%)
29	JANE STREET GROUP, LLC	84,764	0.42%	$2.9M	-44,235 (-34.3%)
30	JPMORGAN CHASE & CO	84,759	0.42%	$2.9M	+66,890 (+374.3%)
31	VANGUARD FIDUCIARY TRUST CO	80,198	0.40%	$2.7M	-15,695 (-16.4%)
32	SAYBROOK CAPITAL /NC	60,258	0.30%	$2.1M	—
33	Bank of New York Mellon Corp	59,478	0.30%	$2.0M	+1,968 (+3.4%)
34	PRICE T ROWE ASSOCIATES INC /MD/	49,983	0.25%	$1.7M	+1,219 (+2.5%)
35	UNITED CAPITAL FINANCIAL ADVISORS, LLC	44,706	0.22%	$1.5M	-67 (-0.1%)
36	PRIMECAP MANAGEMENT CO/CA/	41,735	0.21%	$1.4M	-200 (-0.5%)
37	TUDOR INVESTMENT CORP ET AL	41,019	0.20%	$1.4M	NEW
38	Invesco Ltd.	29,889	0.15%	$1.0M	-3,311 (-10.0%)
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	26,419	0.13%	$902K	—
40	Mariner, LLC	26,283	0.13%	$898K	+8,118 (+44.7%)
41	Quantinno Capital Management LP	26,188	0.13%	$895K	+2,843 (+12.2%)
42	ForthRight Wealth Management, LLC	25,180	0.12%	$860K	-5,116 (-16.9%)
43	Susquehanna Portfolio Strategies, LLC	24,770	0.12%	$846K	NEW
44	Voleon Capital Management LP	24,205	0.12%	$827K	-7,556 (-23.8%)
45	ExodusPoint Capital Management, LP	23,011	0.11%	$786K	NEW
46	OCCUDO QUANTITATIVE STRATEGIES LP	22,895	0.11%	$782K	NEW
47	ACADIAN ASSET MANAGEMENT LLC	21,701	0.11%	$739K	+6,605 (+43.8%)
48	Swiss National Bank	19,800	0.10%	$676K	-10,100 (-33.8%)
49	FRANKLIN RESOURCES INC	18,930	0.09%	$647K	-7,106 (-27.3%)
50	Balyasny Asset Management L.P.	15,424	0.08%	$527K	-75,446 (-83.0%)
51	RHUMBLINE ADVISERS	14,552	0.07%	$497K	-2,128 (-12.8%)
52	Penserra Capital Management LLC	14,329	0.07%	$489K	-9,220 (-39.2%)
53	ALLIANCEBERNSTEIN L.P.	13,850	0.07%	$415K	+1,800 (+14.9%)
54	Jump Financial, LLC	13,300	0.07%	$454K	NEW
55	STRS OHIO	12,800	0.06%	$437K	+2,200 (+20.8%)
56	Baker Avenue Asset Management, LP	12,750	0.06%	$436K	—
57	WELLS FARGO & COMPANY/MN	11,391	0.06%	$389K	+4,601 (+67.8%)
58	GSA CAPITAL PARTNERS LLP	10,505	0.05%	$359K	NEW
59	AMERIPRISE FINANCIAL INC	10,434	0.05%	$356K	-5,207 (-33.3%)
60	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	10,301	0.05%	$352K	+5,105 (+98.2%)
61	SUSQUEHANNA INTERNATIONAL GROUP, LLP	10,162	0.05%	$347K	-5,062 (-33.3%)
62	Focus Partners Wealth	9,983	0.05%	$341K	+754 (+8.2%)
63	Engineers Gate Manager LP	9,595	0.05%	$328K	NEW
64	DIMENSIONAL FUND ADVISORS LP	8,917	0.04%	$305K	-75 (-0.8%)
65	Schonfeld Strategic Advisors LLC	8,710	0.04%	$298K	NEW
66	Fermata Advisors, LLC	8,546	0.04%	$292K	-1,866 (-17.9%)
67	Jain Global LLC	8,541	0.04%	$292K	-167 (-1.9%)
68	FOX RUN MANAGEMENT, L.L.C.	8,512	0.04%	$291K	NEW
69	Squarepoint Ops LLC	8,481	0.04%	$290K	NEW
70	VANGUARD ASSET MANAGEMENT, Ltd	8,230	0.04%	$281K	—
71	Nemes Rush Group LLC	8,001	0.04%	$273K	—
72	Man Group plc	7,934	0.04%	$271K	NEW
73	NORDEN GROUP LLC	7,537	0.04%	$257K	-193 (-2.5%)
74	Creative Planning	7,298	0.04%	$249K	NEW
75	MetLife Investment Management, LLC	7,153	0.04%	$244K	—
76	SG Americas Securities, LLC	6,965	0.03%	$238K	NEW
77	Zurcher Kantonalbank (Zurich Cantonalbank)	6,800	0.03%	$232K	—
78	DRIVE WEALTH MANAGEMENT, LLC	6,532	0.03%	$223K	NEW
79	Jupiter Topco LLC	6,500	0.03%	$223K	NEW
80	Legal & General Group Plc	6,118	0.03%	$209K	-3,845 (-38.6%)
81	Brevan Howard Capital Management LP	5,911	0.03%	$202K	NEW
82	IEQ CAPITAL, LLC	5,873	0.03%	$201K	NEW
83	Arax Advisory Partners	5,789	0.03%	$198K	+5,720 (+8289.9%)
84	Quantbot Technologies LP	5,567	0.03%	$190K	-15,303 (-73.3%)
85	MEEDER ASSET MANAGEMENT INC	5,110	0.03%	$175K	+3,821 (+296.4%)
86	NEW YORK STATE COMMON RETIREMENT FUND	4,900	0.02%	$167K	—
87	Vanguard Global Advisers, LLC	4,712	0.02%	$161K	—
88	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,573	0.02%	$156K	-637 (-12.2%)
89	State of Wyoming	4,441	0.02%	$152K	NEW
90	Police & Firemen's Retirement System of New Jersey	3,954	0.02%	$135K	—
91	KLP KAPITALFORVALTNING AS	3,200	0.02%	$109K	—
92	Russell Investments Group, Ltd.	3,047	0.02%	$104K	-11,378 (-78.9%)
93	Vanguard Investments Australia, Ltd.	3,000	0.01%	$102K	—
94	Larson Financial Group LLC	2,872	0.01%	$98K	-116 (-3.9%)
95	OSAIC HOLDINGS, INC.	2,871	0.01%	$98K	+358 (+14.2%)
96	FMR LLC	2,305	0.01%	$79K	+42 (+1.9%)
97	ROYAL BANK OF CANADA	2,246	0.01%	$76K	+687 (+44.1%)
98	SIMPLEX TRADING, LLC	1,543	0.01%	$53K	+281 (+22.3%)
99	Tower Research Capital LLC (TRC)	1,340	0.01%	$46K	-48 (-3.5%)
100	Private Wealth Asset Management, LLC	1,000	0.00%	$34K	—
101	Ameritas Investment Partners, Inc.	907	0.00%	$31K	—
102	State of Alaska, Department of Revenue	815	0.00%	$27K	—
103	Versant Capital Management, Inc	605	0.00%	$21K	+133 (+28.2%)
104	Abound Wealth Management	604	0.00%	$21K	—
105	Silver Grove Financial Group, Inc.	590	0.00%	$20K	NEW
106	Blue Trust, Inc.	336	0.00%	$11K	—
107	Rockefeller Capital Management L.P.	322	0.00%	$11K	—
108	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	288	0.00%	$10K	-269 (-48.3%)
109	EverSource Wealth Advisors, LLC	288	0.00%	$10K	+46 (+19.0%)
110	GAMMA Investing LLC	283	0.00%	$10K	+94 (+49.7%)
111	Covestor Ltd	277	0.00%	$10K	-82 (-22.8%)
112	UMB Bank, n.a.	209	0.00%	$7K	—
113	Allworth Financial LP	207	0.00%	$7K	+17 (+8.9%)
114	GROUP ONE TRADING LLC	163	0.00%	$6K	-537 (-76.7%)
115	C M BIDWELL & ASSOCIATES LTD	124	0.00%	$4K	NEW
116	SBI Securities Co., Ltd.	124	0.00%	$4K	—
117	Parallel Advisors, LLC	117	0.00%	$4K	-3,851 (-97.1%)
118	NISA INVESTMENT ADVISORS, LLC	114	0.00%	$4K	+3 (+2.7%)
119	Caitong International Asset Management Co., Ltd	105	0.00%	$4K	-1,694 (-94.2%)
120	HARBOR CAPITAL ADVISORS, INC.	90	0.00%	$3K	-4 (-4.3%)
121	Sterling Capital Management LLC	87	0.00%	$3K	+15 (+20.8%)
122	Nykredit A/S	86	0.00%	$3K	NEW
123	US BANCORP \DE\	79	0.00%	$3K	-54 (-40.6%)
124	Essential Partners LLC	78	0.00%	$3K	-740 (-90.5%)
125	Optiver Holding B.V.	76	0.00%	$3K	—
126	PICTON MAHONEY ASSET MANAGEMENT	66	0.00%	$2K	NEW
127	Fortitude Family Office, LLC	65	0.00%	$2K	NEW
128	ROTHSCHILD INVESTMENT LLC	64	0.00%	$2K	+38 (+146.2%)
129	Quarry LP	58	0.00%	$2K	NEW
130	LOS ANGELES CAPITAL MANAGEMENT LLC	58	0.00%	$2K	—
131	Golden State Wealth Management, LLC	51	0.00%	$2K	—
132	JONES FINANCIAL COMPANIES LLLP	47	0.00%	$2K	NEW
133	Farther Finance Advisors, LLC	47	0.00%	$2K	+12 (+34.3%)
134	SIGNATUREFD, LLC	39	0.00%	$1K	—
135	True Wealth Design, LLC	30	0.00%	$1K	+6 (+25.0%)
136	Parkside Financial Bank & Trust	25	0.00%	$854	—
137	LRI Investments, LLC	25	0.00%	$854	—
138	SJS Investment Consulting Inc.	23	0.00%	$787	+2 (+9.5%)
139	PNC Financial Services Group, Inc.	21	0.00%	$717	+5 (+31.3%)
140	Stone House Investment Management, LLC	15	0.00%	$512	—
141	LANARK FINANCIAL, INC.	10	0.00%	$341	—
142	IFP Advisors, Inc	5	0.00%	$171	—
143	Global Retirement Partners, LLC	4	0.00%	$137	NEW
144	Clearstead Advisors, LLC	3	0.00%	$103	NEW
145	Smartleaf Asset Management LLC	3	0.00%	$103	—
146	CVA Family Office, LLC	1	0.00%	$34	—

Exited since 2026-03-31 (14 filers; largest 14 shown)

HRT FINANCIAL LP	−126,690
JACOBS LEVY EQUITY MANAGEMENT, INC	−86,043
MARSHALL WACE, LLP	−36,264
VARCOV Co.	−22,131
G2 Investment Partners Management LLC	−15,000
SEI INVESTMENTS CO	−11,467
DRW Securities, LLC	−7,996
Divisadero Street Capital Management, LP	−6,727
CWM, LLC	−3,311
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	−1,291
FEDERATED HERMES, INC.	−601
Investors Portfolio Services LLC	−9
MAI Capital Management	−4
Sunbelt Securities, Inc.	−4

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
KDT Ibotta Holdings, LLC	SCHEDULE 13D	2026-04-02	2026-02-26	4,389,129	20.7%
Koch, Inc.	SCHEDULE 13D	2026-04-02	2026-02-26	4,389,129	20.7%
David E. Shaw	SCHEDULE 13G/A	2026-02-17	2025-12-31	1,690,546	7.2%
D. E. Shaw & Co., L.L.C.	SCHEDULE 13G/A	2026-02-17	2025-12-31	1,690,546	7.2%
D. E. Shaw & Co., L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	1,690,546	7.2%
Amova Asset Management Americas, Inc.	SCHEDULE 13G/A	2026-02-12	2025-12-31	341,265	1.5%
Amova Asset Management Co., Ltd.	SCHEDULE 13G/A	2026-02-05	2025-12-31	341,265	1.5%
Sumitomo Mitsui Trust Group, Inc.	SCHEDULE 13G/A	2026-02-05	2025-12-31	341,265	1.5%
The Vanguard Group	SCHEDULE 13G/A	2026-01-30	2025-12-31	1,164,995	4.96%
James H. Clark	SCHEDULE 13G	2025-09-12	2024-09-30	3,841,308	15.2%
Clark Jermoluk Founders Fund I LLC	SCHEDULE 13G	2025-09-12	2024-09-30	3,841,308	15.2%
John S. Clark II	SCHEDULE 13G	2025-08-14	2025-06-30	276,701	1.1%
D. E. Shaw Valence Portfolios, L.L.C.	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,043,082	4.1%
Southpoint Capital Advisors LLC	SCHEDULE 13G	2025-08-14	2025-06-30	276,701	1.1%
Southpoint Capital Advisors LP	SCHEDULE 13G	2025-08-14	2025-06-30	276,701	1.1%
Southpoint GP, LLC	SCHEDULE 13G	2025-08-14	2025-06-30	276,701	1.1%
Southpoint GP, LP	SCHEDULE 13G	2025-08-14	2025-06-30	276,701	1.1%
Southpoint Master Fund, LP	SCHEDULE 13G	2025-08-14	2025-06-30	276,701	1.1%
Barclays PLC	SCHEDULE 13G/A	2025-05-13	2025-03-31	—	—

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.