IBOTTA INC-CL A (IBTA) Institutional Shareholders
IBOTTA INC-CL A (IBTA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $477.06M in IBTA holdings during the latest filing period.
Koch, Inc. is currently the largest disclosed institutional shareholder of IBTA tracked by InsiderSet, reporting ownership valued at approximately $149.93M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $182.46M, representing an estimated gain of +21.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed IBTA value among the investors covered in this analysis. Major shareholders include Koch, Inc., D. E. Shaw & Co., Inc., Hsbc Holdings Plc, and several other long-term asset managers with concentrated positions in IBOTTA INC-CL A (IBTA).
This page ranks the largest institutional IBTA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
141
Total Reported Value
$477.06M
Largest Holder
Koch, Inc.
Largest Position
$149.93M
Insider Transactions (90d)
50
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Koch, Inc. | 13.70% | 4,389,129 | $149,932,647 | $182,456,093 | +$32,523,446 | +21.69% | |
| D. E. Shaw & Co., Inc. | 0.04% | 1,690,546 | $57,749,051 | $70,275,997 | +$12,526,946 | +21.69% | |
| Hsbc Holdings Plc | 0.02% | 1,016,521 | $35,700,218 | $42,256,778 | +$6,556,560 | +18.37% | |
| Blackrock, Inc. | 0.00% | 937,170 | $32,013,725 | $38,958,157 | +$6,944,432 | +21.69% | |
| Citigroup Inc | 0.01% | 644,972 | $22,032,244 | $26,811,486 | +$4,779,242 | +21.69% | |
| Vanguard Capital Management Llc | 0.00% | 528,841 | $18,065,209 | $21,983,920 | +$3,918,711 | +21.69% | |
| Notable Capital Management, L.L.C. | 22.27% | 336,042 | $11,479,195 | $13,969,266 | +$2,490,071 | +21.69% | |
| Bnp Paribas Financial Markets | 0.01% | 333,106 | $11,378,901 | $13,847,216 | +$2,468,315 | +21.69% | |
| Geode Capital Management, Llc | 0.00% | 277,664 | $9,487,183 | $11,542,492 | +$2,055,309 | +21.66% | |
| State Street Corp | 0.00% | 272,487 | $9,308,156 | $11,327,285 | +$2,019,129 | +21.69% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 223,083 | $7,620,515 | $9,273,560 | +$1,653,045 | +21.69% |
| Bank Of America Corp | 0.00% | 201,088 | $6,869,165 | $8,359,228 | +$1,490,063 | +21.69% | |
| Deutsche Bank Ag\ | 0.00% | 173,907 | $5,940,663 | $7,229,314 | +$1,288,651 | +21.69% | |
| Ubs Group Ag | 0.00% | 168,497 | $5,755,857 | $7,004,420 | +$1,248,563 | +21.69% | |
| Morgan Stanley | 0.00% | 164,498 | $5,619,252 | $6,838,182 | +$1,218,930 | +21.69% | |
| Nuveen, Llc | 0.00% | 162,509 | $5,551,308 | $6,755,499 | +$1,204,191 | +21.69% | |
| American Century Companies Inc | 0.00% | 150,347 | $5,135,853 | $6,249,925 | +$1,114,072 | +21.69% | |
| Millennium Management Llc | 0.00% | 120,472 | $4,115,324 | $5,008,021 | +$892,697 | +21.69% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 112,660 | $3,848,466 | $4,683,276 | +$834,810 | +21.69% | |
| Goldman Sachs Group Inc | 0.00% | 105,702 | $3,610,780 | $4,394,032 | +$783,252 | +21.69% | |
| Vanguard Portfolio Management Llc | 0.00% | 103,626 | $3,539,864 | $4,307,733 | +$767,869 | +21.69% | |
| Barclays Plc | 0.00% | 101,360 | $3,462,458 | $4,213,535 | +$751,077 | +21.69% | |
| Charles Schwab Investment Management Inc | 0.00% | 94,600 | $3,231,536 | $3,932,522 | +$700,986 | +21.69% | |
| Northern Trust Corp | 0.00% | 93,333 | $3,188,256 | $3,879,853 | +$691,597 | +21.69% | |
| Xtx Topco Ltd | 0.04% | 88,350 | $3,018,036 | $3,672,710 | +$654,674 | +21.69% | |
| Point72 Asset Management, L.P. | 0.00% | 88,313 | $3,016,772 | $3,671,171 | +$654,399 | +21.69% | |
| Citadel Advisors Llc | 0.00% | 88,301 | $3,016,362 | $3,670,673 | +$654,311 | +21.69% | |
| Aqr Capital Management Llc | 0.00% | 86,231 | $2,945,650 | $3,584,623 | +$638,973 | +21.69% | |
| Jpmorgan Chase & Co | 0.00% | 84,759 | $2,914,862 | $3,523,432 | +$608,570 | +20.88% | |
| Jane Street Group, Llc | 0.00% | 84,764 | $2,895,538 | $3,523,639 | +$628,101 | +21.69% | |
| Vanguard Fiduciary Trust Co | 0.00% | 80,198 | $2,739,564 | $3,333,831 | +$594,267 | +21.69% | |
| Saybrook Capital | 0.52% | 60,258 | $2,058,413 | $2,504,925 | +$446,512 | +21.69% | |
| Bank Of New York Mellon Corp | 0.00% | 59,478 | $2,031,768 | $2,472,500 | +$440,732 | +21.69% | |
| Price T Rowe Associates Inc | 0.00% | 49,983 | $1,709,000 | $2,077,793 | +$368,793 | +21.58% | |
| United Capital Financial Advisors, Llc | 0.01% | 44,706 | $1,527,157 | $1,858,428 | +$331,271 | +21.69% | |
| Primecap Management Co/Ca/ | 0.00% | 41,735 | $1,425,667 | $1,734,924 | +$309,257 | +21.69% | |
| Tudor Investment Corp Et Al | 0.01% | 41,019 | $1,401,209 | $1,705,160 | +$303,951 | +21.69% | |
| Invesco Ltd. | 0.00% | 29,889 | $1,021,008 | $1,242,486 | +$221,478 | +21.69% | |
| Mariner, Llc | 0.00% | 26,283 | $897,854 | $1,092,584 | +$194,730 | +21.69% | |
| Quantinno Capital Management Lp | 0.00% | 26,188 | $894,582 | $1,088,635 | +$194,053 | +21.69% | |
| Forthright Wealth Management, Llc | 0.22% | 25,180 | $860,149 | $1,046,733 | +$186,584 | +21.69% | |
| Susquehanna Portfolio Strategies, Llc | 0.01% | 24,770 | $846,143 | $1,029,689 | +$183,546 | +21.69% | |
| Voleon Capital Management Lp | 0.02% | 24,205 | $826,843 | $1,006,202 | +$179,359 | +21.69% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 26,419 | $791,778 | $1,098,238 | +$306,460 | +38.71% | |
| Exoduspoint Capital Management, Lp | 0.01% | 23,011 | $786,056 | $956,567 | +$170,511 | +21.69% | |
| Occudo Quantitative Strategies Lp | 0.04% | 22,895 | $782,093 | $951,745 | +$169,652 | +21.69% | |
| Acadian Asset Management Llc | 0.00% | 21,701 | $739,000 | $902,111 | +$163,111 | +22.07% | |
| Swiss National Bank | 0.00% | 19,800 | $676,368 | $823,086 | +$146,718 | +21.69% | |
| Balyasny Asset Management L.P. | 0.00% | 15,424 | $526,884 | $641,176 | +$114,292 | +21.69% | |
| Rhumbline Advisers | 0.00% | 14,552 | $497,086 | $604,927 | +$107,841 | +21.69% |
Frequently asked questions about IBTA
Who owns the most IBTA stock?
The largest holders of IBTA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for IBOTTA INC-CL A (IBTA).
Is IBTA widely held by superinvestors?
Many widely followed stocks like IBTA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.