Ibotta Ownership | Who Owns Ibotta?
Ibotta Ownership Summary
Ibotta is owned by 64.97% institutional investors, 43.55% insiders. Sumitomo mitsui trust is the largest institutional shareholder, holding 4.50% of IBTA shares.
IBTA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ibotta | 64.97% | 43.55% | -8.53% |
| Sector | Technology Stocks | 143.99% | 12.56% | -56.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sumitomo mitsui trust | 1.28M | 4.50% | $35.68M |
| Nikko asset management americas | 1.11M | 3.89% | $40.53M |
| Blackrock funding, inc. /de | 895.08K | 3.14% | $32.76M |
| Southpoint capital advisors lp | 700.00K | 2.46% | $25.62M |
| Ark investment management | 651.49K | 2.29% | $23.84M |
| Marshall wace, llp | 229.42K | 0.81% | $8.40M |
| Primecap management co/ca/ | 119.97K | 0.42% | $4.39M |
| Edgestream partners | 74.06K | 0.26% | $2.71M |
| Wilkins investment counsel | 66.03K | 0.23% | $2.42M |
| Saybrook capital /nc | 60.26K | 0.21% | $1.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Southpoint capital advisors lp | 700.00K | 0.64% | $25.62M |
| Saybrook capital /nc | 60.26K | 0.44% | $1.68M |
| Nikko asset management americas | 1.11M | 0.40% | $40.53M |
| Forthright wealth management | 30.30K | 0.35% | $1.11M |
| Wilkins investment counsel | 66.03K | 0.34% | $2.42M |
| Ark investment management | 651.49K | 0.17% | $23.84M |
| Edgestream partners | 74.06K | 0.08% | $2.71M |
| Fermata advisors | 10.41K | 0.07% | $289.92K |
| Pdt partners | 34.97K | 0.07% | $1.28M |
| Fox run management | 10.79K | 0.07% | $394.80K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 229.42K | 0.01% | 229.42K |
| Sumitomo mitsui trust | 1.28M | 0.02% | 168.05K |
| Edgestream partners | 74.06K | 0.08% | 74.06K |
| Twinbeech capital lp | 58.90K | 0.05% | 58.90K |
| Nikko asset management americas | 1.11M | 0.40% | 53.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Southpoint capital advisors lp | 700.00K | 0.64% | -836.50K |
| Bamco inc /ny/ | - | - | -756.09K |
| Capital world investors | - | - | -250.00K |
| Dragoneer investment group | - | - | -250.00K |
| Arrowmark colorado | - | - | -227.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 229.42K | 0.01% | 229.42K | $8.40M |
| Edgestream partners | 74.06K | 0.08% | 74.06K | $2.71M |
| Twinbeech capital lp | 58.90K | 0.05% | 58.90K | $2.16M |
| Hrt financial lp | 47.52K | 0.01% | 47.52K | $1.74M |
| Magnetar financial | 38.89K | 0.01% | 38.89K | $1.42M |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Global trust asset management | -7.00 |
| Parkside financial bank & trust | -10.00 |
| Stephens consulting | -10.00 |
| Comerica bank | -23.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 120 | 8.11% | 18,229,225 | 80.11% | 59 | 5.46% | 84 | 6.33% | 20 | 53.85% |
| Sep 30, 2024 | 111 | 16.84% | 10,121,054 | -24.90% | 33 | 1.70% | 79 | -14.13% | 13 | - |
| Jun 30, 2024 | 95 | - | 13,477,002 | - | 44 | - | 92 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 05, 2025 | Daspit Marisa | CHIEF PEOPLE OFFICER | Sell | $79.63K |
| Jun 26, 2025 | Clark Jermoluk Founders Fund I LLC | - | Sell | $23.67K |
| Jun 26, 2025 | Clark Jermoluk Founders Fund I LLC | - | Sell | $14.75M |
| Jun 26, 2025 | Clark Jermoluk Founders Fund I LLC | - | Sell | $55.25M |
| Jun 26, 2025 | Clark Jermoluk Founders Fund I LLC | - | Sell | $67.51K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 48 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
IBTA Ownership FAQ
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