Ibotta Ownership | Who Owns Ibotta?
Ibotta Ownership Summary
Ibotta is owned by 49.24% institutional investors, 52.62% insiders. Koch is the largest institutional shareholder, holding 15.47% of IBTA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.54% of its assets in Ibotta shares.
IBTA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ibotta | 49.24% | 52.62% | -1.86% |
| Sector | Technology Stocks | 35.91% | 15.14% | 48.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Koch | 4.39M | 15.47% | $131.54M |
| D. e. shaw | 1.69M | 5.96% | $50.67M |
| Vanguard group | 1.16M | 4.01% | $26.48M |
| Hsbc | 1.01M | 3.56% | $30.58M |
| Blackrock funding, inc. /de | 962.64K | 3.39% | $28.85M |
| Citigroup | 640.68K | 2.26% | $19.20M |
| Notable capital management | 367.03K | 1.29% | $11.00M |
| Bnp paribas arbitrage, snc | 327.17K | 1.15% | $9.81M |
| Geode capital management | 296.56K | 1.05% | $8.89M |
| State street | 284.50K | 1.00% | $8.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Notable capital management | 367.03K | 20.60% | $11.00M |
| Koch | 4.39M | 14.27% | $131.54M |
| Saybrook capital /nc | 60.26K | 0.49% | $1.81M |
| Forthright wealth management | 30.30K | 0.26% | $907.97K |
| G2 investment partners management | 15.00K | 0.11% | $449.55K |
| Fermata advisors | 10.41K | 0.07% | $312.05K |
| Numerai gp | 14.91K | 0.06% | $415.27K |
| Xtx topco | 64.02K | 0.03% | $1.92M |
| D. e. shaw | 1.69M | 0.03% | $50.67M |
| Quantbot technologies lp | 20.87K | 0.03% | $625.47K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 153.98K | 0.01% | 153.98K |
| Vanguard fiduciary trust | 95.89K | 0.00% | 95.89K |
| Point72 asset management | 64.13K | 0.00% | 64.13K |
| Hrt financial lp | 126.69K | 0.01% | 48.63K |
| Aqr capital management | 48.01K | 0.00% | 48.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ark investment management | - | - | -907.39K |
| Bamco inc /ny/ | - | - | -756.09K |
| Southpoint capital advisors lp | - | - | -700.00K |
| Vanguard group | 1.16M | 0.00% | -405.90K |
| Sumitomo mitsui trust | - | - | -389.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hotchkis & wiley capital management | 153.98K | 0.01% | 153.98K | $4.61M |
| Vanguard fiduciary trust | 95.89K | 0.00% | 95.89K | $2.87M |
| Point72 asset management | 64.13K | 0.00% | 64.13K | $1.92M |
| Mariner | 18.16K | 0.00% | 18.16K | $544.40K |
| Susquehanna group, llp | 15.22K | 0.00% | 15.22K | $456.26K |
Sold Out
| Holder | Change |
|---|---|
| Global trust asset management | -7.00 |
| Stephens consulting | -10.00 |
| Fortitude family office | -17.00 |
| Comerica bank | -23.00 |
| Tfc financial management | -53.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 133 | 8.13% | 13,967,145 | -11.84% | 49 | 1.66% | 68 | 11.48% | 39 | 11.43% |
| Dec 31, 2025 | 62 | -50.40% | 9,281,130 | -49.53% | 31 | 0.77% | 25 | -68.75% | 20 | -16.67% |
| Sep 30, 2025 | 61 | -53.08% | 12,772,986 | -19.02% | 44 | 1.46% | 42 | -41.67% | 6 | -85.37% |
| Jun 30, 2025 | 138 | 20.00% | 18,504,601 | 1.63% | 64 | 1.86% | 72 | 10.77% | 47 | 80.77% |
| Mar 31, 2025 | 2 | -98.31% | 11,228 | -99.94% | - | 0.00% | 1 | -98.78% | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 357.71K | 1.54% | - |
| iShares Russell 2000 ETF | 268.27K | 1.13% | 2.50K |
| Vanguard Institutional Extnd Mkt Idx Tr | 152.88K | 0.66% | 900.00 |
| Fidelity Small Cap Index | 109.22K | 0.46% | -28.40K |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 91.38K | 0.38% | - |
| iShares Russell 2000 Growth ETF | 90.21K | 0.38% | -585.00 |
| Russell 2000 Equity Index Fund B | 84.92K | 0.36% | -44.00 |
| Fidelity Extended Market Index | 71.27K | 0.30% | -260.00 |
| Schwab US Small-Cap ETF™ | 63.50K | 0.27% | 36.00 |
| Vanguard Communication Services ETF | 57.66K | 0.25% | 135.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 22, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | $341.90K |
| Jun 23, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | $119.89K |
| Jun 08, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | $332.45K |
| Jun 08, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | $1.81K |
| Jun 09, 2026 | Leach Bryan | CEO AND PRESIDENT | Sell | $151.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 25 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 48 |
IBTA Ownership FAQ
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