IBOTTA INC-CL A (IBTA) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $419.32M 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 $131.54M in its March 31, 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 $128.38M, representing an estimated loss of -2.40% 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
130
Total Reported Value
$419.32M
Largest Holder
Koch, Inc.
Largest Position
$131.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
152
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Koch, Inc. | 14.27% | 4,389,129 | $131,542,196 | $128,382,023 | -$3,160,173 | -2.40% | |
| D. E. Shaw & Co., Inc. | 0.04% | 1,690,546 | $50,665,664 | $49,448,471 | -$1,217,194 | -2.40% | |
| Hsbc Holdings Plc | 0.02% | 1,009,287 | $30,581,396 | $29,521,645 | -$1,059,751 | -3.47% | |
| Blackrock, Inc. | 0.00% | 962,644 | $28,850,440 | $28,157,337 | -$693,103 | -2.40% | |
| Citigroup Inc | 0.01% | 640,683 | $19,201,269 | $18,739,978 | -$461,291 | -2.40% | |
| Vanguard Capital Management Llc | 0.00% | 519,300 | $15,563,421 | $15,189,525 | -$373,896 | -2.40% | |
| Notable Capital Management, L.L.C. | 20.60% | 367,032 | $10,999,949 | $10,735,686 | -$264,263 | -2.40% | |
| Bnp Paribas Financial Markets | 0.01% | 327,173 | $9,805,375 | $9,569,810 | -$235,565 | -2.40% | |
| Geode Capital Management, Llc | 0.00% | 296,563 | $8,889,739 | $8,674,468 | -$215,271 | -2.42% | |
| State Street Corp | 0.00% | 284,505 | $8,526,615 | $8,321,771 | -$204,844 | -2.40% | |
| Deutsche Bank Ag\ | 0.00% | 271,425 | $8,134,608 | $7,939,181 | -$195,427 | -2.40% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 239,300 | $7,171,821 | $6,999,525 | -$172,296 | -2.40% |
| Bank Of America Corp | 0.00% | 239,167 | $7,167,835 | $6,995,635 | -$172,200 | -2.40% | |
| Morgan Stanley | 0.00% | 236,732 | $7,094,859 | $6,924,411 | -$170,448 | -2.40% | |
| Ubs Group Ag | 0.00% | 173,119 | $5,188,376 | $5,063,731 | -$124,645 | -2.40% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 153,980 | $4,614,781 | $4,503,915 | -$110,866 | -2.40% | |
| Jane Street Group, Llc | 0.00% | 128,999 | $3,866,100 | $3,773,221 | -$92,879 | -2.40% | |
| Northern Trust Corp | 0.00% | 128,594 | $3,853,962 | $3,761,375 | -$92,588 | -2.40% | |
| Citadel Advisors Llc | 0.00% | 123,751 | $3,708,817 | $3,619,717 | -$89,100 | -2.40% | |
| Vanguard Portfolio Management Llc | 0.00% | 123,324 | $3,696,020 | $3,607,227 | -$88,793 | -2.40% | |
| Goldman Sachs Group Inc | 0.00% | 110,739 | $3,318,847 | $3,239,116 | -$79,731 | -2.40% | |
| Charles Schwab Investment Management Inc | 0.00% | 104,595 | $3,134,712 | $3,059,404 | -$75,308 | -2.40% | |
| Millennium Management Llc | 0.00% | 97,473 | $2,921,266 | $2,851,085 | -$70,181 | -2.40% | |
| Vanguard Fiduciary Trust Co | 0.00% | 95,893 | $2,873,913 | $2,804,870 | -$69,043 | -2.40% | |
| Balyasny Asset Management L.P. | 0.01% | 90,870 | $2,723,374 | $2,657,948 | -$65,427 | -2.40% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 86,043 | $2,578,709 | $2,516,758 | -$61,951 | -2.40% | |
| Barclays Plc | 0.00% | 64,202 | $1,924,135 | $1,877,909 | -$46,227 | -2.40% | |
| Point72 Asset Management, L.P. | 0.00% | 64,129 | $1,921,946 | $1,875,773 | -$46,173 | -2.40% | |
| Xtx Topco Ltd | 0.03% | 64,024 | $1,918,799 | $1,872,702 | -$46,097 | -2.40% | |
| Saybrook Capital | 0.49% | 60,258 | $1,805,932 | $1,762,547 | -$43,386 | -2.40% | |
| Bank Of New York Mellon Corp | 0.00% | 57,510 | $1,723,574 | $1,682,168 | -$41,407 | -2.40% | |
| Nuveen, Llc | 0.00% | 52,020 | $1,559,039 | $1,521,585 | -$37,454 | -2.40% | |
| Aqr Capital Management Llc | 0.00% | 48,007 | $1,438,771 | $1,404,205 | -$34,566 | -2.40% | |
| United Capital Financial Advisors, Llc | 0.01% | 44,773 | $1,341,847 | $1,309,610 | -$32,237 | -2.40% | |
| Primecap Management Co/Ca/ | 0.00% | 41,935 | $1,256,792 | $1,226,599 | -$30,193 | -2.40% | |
| Marshall Wace, Llp | 0.00% | 36,264 | $1,086,831 | $1,060,722 | -$26,109 | -2.40% | |
| Invesco Ltd. | 0.00% | 33,200 | $995,005 | $971,100 | -$23,905 | -2.40% | |
| Voleon Capital Management Lp | 0.02% | 31,761 | $951,877 | $929,009 | -$22,868 | -2.40% | |
| Forthright Wealth Management, Llc | 0.26% | 30,296 | $907,971 | $886,158 | -$21,813 | -2.40% | |
| Swiss National Bank | 0.00% | 29,900 | $896,103 | $874,575 | -$21,528 | -2.40% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 26,419 | $791,778 | $772,756 | -$19,022 | -2.40% | |
| Franklin Resources Inc | 0.00% | 26,036 | $780,298 | $761,553 | -$18,745 | -2.40% | |
| Quantinno Capital Management Lp | 0.00% | 23,345 | $699,650 | $682,841 | -$16,809 | -2.40% | |
| Varcov Co. | 0.25% | 22,131 | $663,266 | $647,332 | -$15,934 | -2.40% | |
| Quantbot Technologies Lp | 0.03% | 20,870 | $625,474 | $610,448 | -$15,027 | -2.40% | |
| Mariner, Llc | 0.00% | 18,165 | $544,403 | $531,326 | -$13,077 | -2.40% | |
| Rhumbline Advisers | 0.00% | 16,680 | $499,891 | $487,890 | -$12,001 | -2.40% | |
| Ameriprise Financial Inc | 0.00% | 15,641 | $468,760 | $457,499 | -$11,261 | -2.40% | |
| Susquehanna International Group, Llp | 0.00% | 15,224 | $456,263 | $445,302 | -$10,961 | -2.40% | |
| G2 Investment Partners Management Llc | 0.11% | 15,000 | $449,550 | $438,750 | -$10,800 | -2.40% |
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.