Ibotta Ownership | Who Owns Ibotta?
Ibotta Ownership Summary
Ibotta is owned by 58.24% institutional investors, 52.14% insiders. Koch is the largest institutional shareholder, holding 18.18% of IBTA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.61% of its assets in Ibotta shares.
IBTA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ibotta | 58.24% | 52.14% | -10.38% |
| Sector | Technology Stocks | 51.87% | 15.02% | 33.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Koch | 4.39M | 18.18% | $149.93M |
| D. e. shaw | 1.69M | 7.00% | $57.75M |
| Hsbc | 1.02M | 4.21% | $35.70M |
| Vanguard group | 1.16M | 4.01% | $26.48M |
| Blackrock funding, inc. /de | 937.17K | 3.88% | $32.01M |
| Citigroup | 644.97K | 2.67% | $22.03M |
| Vanguard capital management | 528.84K | 2.19% | $18.07M |
| Notable capital management | 336.04K | 1.39% | $11.48M |
| Bnp paribas arbitrage, snc | 333.11K | 1.38% | $11.38M |
| Geode capital management | 277.66K | 1.15% | $9.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Notable capital management | 336.04K | 22.27% | $11.48M |
| Koch | 4.39M | 13.70% | $149.93M |
| Saybrook capital /nc | 60.26K | 0.52% | $2.06M |
| Forthright wealth management | 25.18K | 0.22% | $860.15K |
| Fermata advisors | 8.55K | 0.06% | $291.93K |
| Numerai gp | 14.91K | 0.06% | $415.27K |
| Fox run management | 8.51K | 0.05% | $290.77K |
| Occudo quantitative strategies lp | 22.89K | 0.04% | $782.09K |
| Drive wealth management | 6.53K | 0.04% | $223.13K |
| Xtx topco | 88.35K | 0.04% | $3.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 150.35K | 0.00% | 150.35K |
| Nuveen | 162.51K | 0.00% | 110.49K |
| Sixth street partners management company | 94.60K | 0.00% | 94.60K |
| Jpmorgan chase | 84.76K | 0.00% | 66.89K |
| Tudor investment corp et al | 41.02K | 0.00% | 41.02K |
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 |
|---|---|---|---|---|
| American century companies | 150.35K | 0.00% | 150.35K | $5.14M |
| Sixth street partners management company | 94.60K | 0.00% | 94.60K | $3.23M |
| Tudor investment corp et al | 41.02K | 0.00% | 41.02K | $1.40M |
| Exoduspoint capital management, lp | 23.01K | 0.01% | 23.01K | $786.06K |
| Occudo quantitative strategies lp | 22.89K | 0.04% | 22.89K | $782.09K |
Sold Out
| Holder | Change |
|---|---|
| Mai capital management | -4.00 |
| Global trust asset management | -7.00 |
| Stephens consulting | -10.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 151 | 10.22% | 14,062,528 | -1.05% | 58 | 2.32% | 72 | 1.41% | 44 | 10.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 382.94K | 1.61% | 14.50K |
| Vanguard Morn Total Stk Mkt Idx Investor | 382.94K | 1.61% | 14.50K |
| iShares Russell 2000 ETF | 257.57K | 1.28% | -4.61K |
| Nuveen Quant Small Cap Equity R6 | 113.75K | 0.56% | 113.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 133.15K | 0.56% | -19.92K |
| Avantis US Small Cap Value ETF | 104.80K | 0.52% | - |
| Fidelity Small Cap Index | 112.01K | 0.47% | 1.86K |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 91.38K | 0.45% | - |
| iShares Russell 2000 Growth ETF | 62.22K | 0.31% | -567.00 |
| Fidelity Extended Market Index | 59.16K | 0.29% | -10.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2026 | Lehrman Thomas D | - | Sell | $307.68K |
| Aug 13, 2026 | Lehrman Thomas D | - | Sell | $17.45K |
| Aug 13, 2026 | Lehrman Thomas D | - | Sell | $454.47K |
| Aug 13, 2026 | Lehrman Thomas D | - | Sell | $140.71K |
| Aug 13, 2026 | Lehrman Thomas D | - | Sell | $198.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 49 |
| 2026 Q2 | - | 25 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
IBTA Ownership FAQ
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