IBTA Institutional Ownership & Shareholders
IBOTTA INC-CL A (IBTA) is currently held by 143 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $473.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $219.76M, representing an estimated gain of +46.57% 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
143
Total Reported Value
$473.82M
Largest Holder
Koch, Inc.
Largest Position
$149.93M
Insider Transactions (90d)
50
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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 | $219,763,689 | +$69,831,042 | +46.57% | |
| D. E. Shaw & Co., Inc. | 0.04% | 1,690,546 | $57,749,051 | $84,645,638 | +$26,896,587 | +46.57% | |
| Hsbc Holdings Plc | 0.02% | 1,016,521 | $35,700,218 | $50,897,206 | +$15,196,988 | +42.57% | |
| Blackrock, Inc. | 0.00% | 937,170 | $32,013,725 | $46,924,102 | +$14,910,377 | +46.57% | |
| Citigroup Inc | 0.01% | 644,972 | $22,032,244 | $32,293,748 | +$10,261,504 | +46.57% | |
| Vanguard Capital Management Llc | 0.00% | 528,841 | $18,065,209 | $26,479,069 | +$8,413,860 | +46.57% | |
| Notable Capital Management, L.L.C. | 22.27% | 336,042 | $11,479,195 | $16,825,623 | +$5,346,428 | +46.57% | |
| Bnp Paribas Financial Markets | 0.01% | 333,106 | $11,378,901 | $16,678,617 | +$5,299,716 | +46.57% | |
| Geode Capital Management, Llc | 0.00% | 277,664 | $9,487,183 | $13,902,636 | +$4,415,453 | +46.54% | |
| State Street Corp | 0.00% | 272,487 | $9,308,156 | $13,643,424 | +$4,335,268 | +46.57% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 223,083 | $7,620,515 | $11,169,766 | +$3,549,251 | +46.57% |
| Bank Of America Corp | 0.00% | 201,088 | $6,869,165 | $10,068,476 | +$3,199,311 | +46.57% | |
| Deutsche Bank Ag\ | 0.00% | 173,907 | $5,940,663 | $8,707,523 | +$2,766,860 | +46.57% | |
| Ubs Group Ag | 0.00% | 168,497 | $5,755,857 | $8,436,645 | +$2,680,788 | +46.57% | |
| Morgan Stanley | 0.00% | 164,498 | $5,619,252 | $8,236,415 | +$2,617,163 | +46.57% | |
| Nuveen, Llc | 0.00% | 162,509 | $5,551,308 | $8,136,826 | +$2,585,518 | +46.57% | |
| American Century Companies Inc | 0.00% | 150,347 | $5,135,853 | $7,527,874 | +$2,392,021 | +46.57% | |
| Millennium Management Llc | 0.00% | 120,472 | $4,115,324 | $6,032,033 | +$1,916,709 | +46.57% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 112,660 | $3,848,466 | $5,640,886 | +$1,792,420 | +46.57% | |
| Goldman Sachs Group Inc | 0.00% | 105,702 | $3,610,780 | $5,292,499 | +$1,681,719 | +46.57% | |
| Vanguard Portfolio Management Llc | 0.00% | 103,626 | $3,539,864 | $5,188,554 | +$1,648,690 | +46.57% | |
| Barclays Plc | 0.00% | 101,360 | $3,462,458 | $5,075,095 | +$1,612,637 | +46.57% | |
| Charles Schwab Investment Management Inc | 0.00% | 94,600 | $3,231,536 | $4,736,622 | +$1,505,086 | +46.57% | |
| Northern Trust Corp | 0.00% | 93,333 | $3,188,256 | $4,673,183 | +$1,484,927 | +46.57% | |
| Xtx Topco Ltd | 0.04% | 88,350 | $3,018,036 | $4,423,685 | +$1,405,649 | +46.57% | |
| Point72 Asset Management, L.P. | 0.00% | 88,313 | $3,016,772 | $4,421,832 | +$1,405,060 | +46.57% | |
| Citadel Advisors Llc | 0.00% | 88,301 | $3,016,362 | $4,421,231 | +$1,404,869 | +46.57% | |
| Aqr Capital Management Llc | 0.00% | 86,231 | $2,945,650 | $4,317,586 | +$1,371,936 | +46.57% | |
| Jpmorgan Chase & Co | 0.00% | 84,759 | $2,914,862 | $4,243,883 | +$1,329,021 | +45.59% | |
| Jane Street Group, Llc | 0.00% | 84,764 | $2,895,538 | $4,244,133 | +$1,348,595 | +46.57% | |
| Vanguard Fiduciary Trust Co | 0.00% | 80,198 | $2,739,564 | $4,015,514 | +$1,275,950 | +46.57% | |
| Saybrook Capital | 0.59% | 60,258 | $2,374,165 | $3,017,118 | +$642,953 | +27.08% | |
| Bank Of New York Mellon Corp | 0.00% | 59,478 | $2,031,768 | $2,978,063 | +$946,295 | +46.57% | |
| Price T Rowe Associates Inc | 0.00% | 49,983 | $1,709,000 | $2,502,649 | +$793,649 | +46.44% | |
| Sierra Summit Advisors Llc | 0.19% | 42,088 | $1,658,268 | $2,107,346 | +$449,078 | +27.08% | |
| United Capital Financial Advisors, Llc | 0.01% | 44,706 | $1,527,157 | $2,238,429 | +$711,272 | +46.57% | |
| Primecap Management Co/Ca/ | 0.00% | 41,735 | $1,425,667 | $2,089,671 | +$664,004 | +46.58% | |
| Tudor Investment Corp Et Al | 0.01% | 41,019 | $1,401,209 | $2,053,821 | +$652,612 | +46.57% | |
| Invesco Ltd. | 0.00% | 29,889 | $1,021,008 | $1,496,542 | +$475,534 | +46.57% | |
| Mariner, Llc | 0.00% | 26,283 | $897,854 | $1,315,990 | +$418,136 | +46.57% | |
| Quantinno Capital Management Lp | 0.00% | 26,188 | $894,582 | $1,311,233 | +$416,651 | +46.57% | |
| Forthright Wealth Management, Llc | 0.22% | 25,180 | $860,149 | $1,260,763 | +$400,614 | +46.57% | |
| Susquehanna Portfolio Strategies, Llc | 0.01% | 24,770 | $846,143 | $1,240,234 | +$394,091 | +46.57% | |
| Voleon Capital Management Lp | 0.02% | 24,205 | $826,843 | $1,211,944 | +$385,101 | +46.57% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 26,419 | $791,778 | $1,322,799 | +$531,021 | +67.07% | |
| Exoduspoint Capital Management, Lp | 0.01% | 23,011 | $786,056 | $1,152,161 | +$366,105 | +46.57% | |
| Occudo Quantitative Strategies Lp | 0.04% | 22,895 | $782,093 | $1,146,353 | +$364,260 | +46.57% | |
| Acadian Asset Management Llc | 0.00% | 21,701 | $739,000 | $1,086,569 | +$347,569 | +47.03% | |
| Swiss National Bank | 0.00% | 19,800 | $676,368 | $991,386 | +$315,018 | +46.57% | |
| Balyasny Asset Management L.P. | 0.00% | 15,424 | $526,884 | $772,280 | +$245,396 | +46.57% |
Frequently asked questions about IBTA
Who are the largest institutional holders of IBTA?
The largest institutional holders of IBTA reported in the latest SEC Form 13F filings include Koch, Inc., D. E. Shaw & Co., Inc., Hsbc Holdings Plc, Blackrock, Inc., and Citigroup Inc. InsiderSet ranks institutional holders by their latest reported IBTA position.
What is IBTA institutional ownership?
This page tracks IBTA positions reported by institutional investment managers through SEC Form 13F. IBOTTA INC-CL A (IBTA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTA?
InsiderSet currently tracks 143 institutional managers reporting IBTA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBTA shareholders.
How much IBTA stock do institutions own?
Institutional investment managers disclosed approximately $473.82M in IBTA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTA institutional ownership last updated?
The latest IBTA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBTA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBTA position after the reporting date.
Are institutions buying or selling IBTA?
Institutional buying and selling can be analyzed by comparing IBTA positions across consecutive 13F reporting periods. InsiderSet's IBTA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTA ownership changes.
How has IBTA institutional ownership changed over time?
InsiderSet tracks IBTA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.