Ibotta, Inc. (IBTA) — Institutional Holders, Q2 2026
147 institutional investment managers reported a IBTA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $477.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IBTA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERICAN CENTURY COMPANIESNew · +150,347 sh+$5.1M
- NuveenAdded · +110,489 sh+$3.8M
- JPMORGAN CHASEAdded · +66,890 sh+$2.3M
- TUDOR INVESTMENT ET ALNew · +41,019 sh+$1.4M
- AQR CAPITAL MANAGEMENTAdded · +38,230 sh+$1.3M
Biggest sellers
- HRT FINANCIALSold out · -126,690 sh-$4.3M
- DEUTSCHE BANK AG\Trimmed · -97,518 sh-$3.3M
- JACOBS LEVY EQUITY MANAGEMENTSold out · -86,043 sh-$2.9M
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -75,446 sh-$2.6M
- MORGAN STANLEYTrimmed · -72,234 sh-$2.5M
IBTA 13F holders ranked 1–100 of 147
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Koch#1 · 4,389,129 sh | 4,389,129 | $149.9M | 13.70% | 0.0% |
| 2 | D. E. Shaw#2 · 1,690,546 sh | 1,690,546 | $57.7M | 0.03% | 0.0% |
| 3 | HSBC PLC#3 · 1,016,521 sh | 1,016,521 | $35.7M | 0.01% | +0.7% |
| 4 | BlackRock#4 · 937,170 sh | 937,170 | $32.0M | <0.01% | -2.6% |
| 5 | CITIGROUP#5 · 644,972 sh | 644,972 | $22.0M | <0.01% | +0.7% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 528,841 sh | 528,841 | $18.1M | <0.01% | +1.8% |
| 7 | Notable Capital Management, L.L.C.#7 · 336,042 sh | 336,042 | $11.5M | 22.27% | -8.4% |
| 8 | BNP PARIBAS FINANCIAL MARKETS#8 · 333,106 sh | 333,106 | $11.4M | <0.01% | +1.8% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 277,664 sh | 277,664 | $9.5M | <0.01% | -6.4% |
| 10 | STATE STREET#10 · 272,487 sh | 272,487 | $9.3M | <0.01% | -4.2% |
| 11 | RENAISSANCE TECHNOLOGIES#11 · 223,083 sh | 223,083 | $7.6M | 0.01% | -6.8% |
| 12 | BANK OF AMERICA#12 · 201,088 sh | 201,088 | $6.9M | <0.01% | -15.9% |
| 13 | DEUTSCHE BANK AG\#13 · 173,907 sh | 173,907 | $5.9M | <0.01% | -35.9% |
| 14 | UBS Group AG#14 · 168,497 sh | 168,497 | $5.8M | <0.01% | -2.7% |
| 15 | MORGAN STANLEY#15 · 164,498 sh | 164,498 | $5.6M | <0.01% | -30.5% |
| 16 | Nuveen#16 · 162,509 sh | 162,509 | $5.6M | <0.01% | +212.4% |
| 17 | AMERICAN CENTURY COMPANIES#17 · 150,347 sh | 150,347 | $5.1M | <0.01% | New |
| 18 | MILLENNIUM MANAGEMENT#18 · 120,472 sh | 120,472 | $4.1M | <0.01% | +23.6% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#19 · 112,660 sh | 112,660 | $3.8M | 0.01% | -26.8% |
| 20 | GOLDMAN SACHS GROUP#20 · 105,702 sh | 105,702 | $3.6M | <0.01% | -4.5% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT#21 · 103,626 sh | 103,626 | $3.5M | <0.01% | -16.0% |
| 22 | BARCLAYS PLC#22 · 101,360 sh | 101,360 | $3.5M | <0.01% | +57.9% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 94,600 sh | 94,600 | $3.2M | <0.01% | -9.6% |
| 24 | NORTHERN#24 · 93,333 sh | 93,333 | $3.2M | <0.01% | -27.4% |
| 25 | XTX Topco Ltd#25 · 88,350 sh | 88,350 | $3.0M | 0.04% | +38.0% |
| 26 | Point72 Asset Management, L.P.#26 · 88,313 sh | 88,313 | $3.0M | <0.01% | +37.7% |
| 27 | CITADEL ADVISORS#27 · 88,301 sh | 88,301 | $3.0M | <0.01% | -28.6% |
| 28 | AQR CAPITAL MANAGEMENT#28 · 86,237 sh | 86,237 | $2.9M | <0.01% | +79.6% |
| 29 | JPMORGAN CHASE#29 · 84,759 sh | 84,759 | $2.9M | <0.01% | +374.3% |
| 30 | JANE STREET GROUP#30 · 84,764 sh | 84,764 | $2.9M | <0.01% | -34.3% |
| 31 | VANGUARD FIDUCIARY#31 · 80,198 sh | 80,198 | $2.7M | <0.01% | -16.4% |
| 32 | SAYBROOK CAPITAL#32 · 60,258 sh | 60,258 | $2.1M | 0.52% | 0.0% |
| 33 | Bank of New York Mellon#33 · 59,478 sh | 59,478 | $2.0M | <0.01% | +3.4% |
| 34 | PRICE T ROWE ASSOCIATES#34 · 49,983 sh | 49,983 | $1.7M | <0.01% | +2.5% |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS#35 · 44,706 sh | 44,706 | $1.5M | <0.01% | -0.1% |
| 36 | PRIMECAP MANAGEMENT#36 · 41,735 sh | 41,735 | $1.4M | <0.01% | -0.5% |
| 37 | TUDOR INVESTMENT ET AL#37 · 41,019 sh | 41,019 | $1.4M | <0.01% | New |
| 38 | Invesco Ltd.#38 · 29,889 sh | 29,889 | $1.0M | <0.01% | -10.0% |
| 39 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#39 · 26,419 sh | 26,419 | $902.5K | <0.01% | 0.0% |
| 40 | Mariner#40 · 26,283 sh | 26,283 | $897.9K | <0.01% | +44.7% |
| 41 | Quantinno Capital Management#41 · 26,188 sh | 26,188 | $894.6K | <0.01% | +12.2% |
| 42 | ForthRight Wealth Management#42 · 25,180 sh | 25,180 | $860.1K | 0.22% | -16.9% |
| 43 | Susquehanna Portfolio Strategies#43 · 24,770 sh | 24,770 | $846.1K | 0.01% | New |
| 44 | Voleon Capital Management#44 · 24,205 sh | 24,205 | $826.8K | 0.02% | -23.8% |
| 45 | ExodusPoint Capital Management#45 · 23,011 sh | 23,011 | $786.1K | <0.01% | New |
| 46 | OCCUDO QUANTITATIVE STRATEGIES#46 · 22,895 sh | 22,895 | $782.1K | 0.04% | New |
| 47 | ACADIAN ASSET MANAGEMENT#47 · 21,701 sh | 21,701 | $739.0K | <0.01% | +43.8% |
| 48 | Swiss National Bank#48 · 19,800 sh | 19,800 | $676.4K | <0.01% | -33.8% |
| 49 | FRANKLIN RESOURCES#49 · 18,930 sh | 18,930 | $646.6K | <0.01% | -27.3% |
| 50 | BALYASNY ASSET MANAGEMENT L.P.#50 · 15,424 sh | 15,424 | $526.9K | <0.01% | -83.0% |
| 51 | RHUMBLINE ADVISERS#51 · 14,552 sh | 14,552 | $497.1K | <0.01% | -12.8% |
| 52 | Penserra Capital Management#52 · 14,329 sh | 14,329 | $489.0K | <0.01% | -39.2% |
| 53 | Jump Financial#53 · 13,300 sh | 13,300 | $454.3K | <0.01% | New |
| 54 | STRS OHIO#54 · 12,800 sh | 12,800 | $437.2K | <0.01% | +20.8% |
| 55 | Baker Avenue Asset Management#55 · 12,750 sh | 12,750 | $435.5K | <0.01% | 0.0% |
| 56 | ALLIANCEBERNSTEIN L.P.#56 · 13,850 sh | 13,850 | $415.1K | <0.01% | +14.9% |
| 57 | WELLS FARGO & COMPANY#57 · 11,391 sh | 11,391 | $389.1K | <0.01% | +67.8% |
| 58 | GSA CAPITAL PARTNERS LLP#58 · 10,505 sh | 10,505 | $359.0K | 0.02% | New |
| 59 | AMERIPRISE FINANCIAL#59 · 10,434 sh | 10,434 | $356.4K | <0.01% | -33.3% |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#60 · 10,162 sh | 10,162 | $347.1K | 0.00% | -33.3% |
| 61 | Focus Partners Wealth#61 · 9,983 sh | 9,983 | $341.0K | <0.01% | +8.2% |
| 62 | Engineers Gate Manager#62 · 9,595 sh | 9,595 | $327.8K | <0.01% | New |
| 63 | DIMENSIONAL FUND ADVISORS#63 · 8,917 sh | 8,917 | $304.6K | <0.01% | -0.8% |
| 64 | Schonfeld Strategic Advisors#64 · 8,710 sh | 8,710 | $297.5K | <0.01% | New |
| 65 | Fermata Advisors#65 · 8,546 sh | 8,546 | $291.9K | — | -17.9% |
| 66 | Jain Global#66 · 8,541 sh | 8,541 | $291.8K | <0.01% | -1.9% |
| 67 | FOX RUN MANAGEMENT, L.L.C.#67 · 8,512 sh | 8,512 | $290.8K | 0.05% | New |
| 68 | Squarepoint Ops#68 · 8,481 sh | 8,481 | $289.7K | <0.01% | New |
| 69 | VANGUARD ASSET MANAGEMENT, Ltd#69 · 8,230 sh | 8,230 | $281.1K | <0.01% | 0.0% |
| 70 | Nemes Rush Group#70 · 8,001 sh | 8,001 | $273.3K | 0.02% | 0.0% |
| 71 | Man Group plc#71 · 7,934 sh | 7,934 | $271.0K | <0.01% | New |
| 72 | NORDEN GROUP#72 · 7,537 sh | 7,537 | $257.5K | — | -2.5% |
| 73 | Creative Planning#73 · 7,298 sh | 7,298 | $249.3K | <0.01% | New |
| 74 | MetLife Investment Management#74 · 7,153 sh | 7,153 | $244.3K | <0.01% | 0.0% |
| 75 | SG Americas Securities#75 · 6,965 sh | 6,965 | $238.0K | <0.01% | New |
| 76 | Zurcher Kantonalbank (Zurich Cantonalbank)#76 · 6,800 sh | 6,800 | $232.3K | <0.01% | 0.0% |
| 77 | DRIVE WEALTH MANAGEMENT#77 · 6,532 sh | 6,532 | $223.1K | 0.04% | New |
| 78 | Jupiter Topco#78 · 6,500 sh | 6,500 | $222.9K | <0.01% | — |
| 79 | Legal & General Group Plc#79 · 6,118 sh | 6,118 | $209.0K | 0.00% | -38.6% |
| 80 | Brevan Howard Capital Management#80 · 5,911 sh | 5,911 | $201.9K | <0.01% | New |
| 81 | IEQ CAPITAL#81 · 5,873 sh | 5,873 | $200.6K | <0.01% | New |
| 82 | SRS Capital Advisors#82 · 5,789 sh | 5,789 | $197.8K | <0.01% | +8289.9% |
| 83 | Quantbot Technologies#83 · 5,567 sh | 5,567 | $190.2K | <0.01% | -73.3% |
| 84 | MEEDER ASSET MANAGEMENT#84 · 5,110 sh | 5,110 | $174.6K | <0.01% | +296.4% |
| 85 | NEW YORK STATE COMMON RETIREMENT FUND#85 · 4,900 sh | 4,900 | $167.4K | <0.01% | 0.0% |
| 86 | Vanguard Global Advisers#86 · 4,712 sh | 4,712 | $161.0K | <0.01% | 0.0% |
| 87 | MIRAE ASSET GLOBAL ETFS Ltd.#87 · 4,573 sh | 4,573 | $156.2K | <0.01% | -12.2% |
| 88 | State of Wyoming#88 · 4,441 sh | 4,441 | $151.7K | 0.02% | New |
| 89 | Police & Firemen's Retirement System of New Jersey#89 · 3,954 sh | 3,954 | $135.1K | <0.01% | 0.0% |
| 90 | KLP KAPITALFORVALTNING AS#90 · 3,200 sh | 3,200 | $109.3K | <0.01% | 0.0% |
| 91 | Russell Investments Group, Ltd.#91 · 3,047 sh | 3,047 | $104.1K | <0.01% | -78.9% |
| 92 | Vanguard Investments Australia, Ltd.#92 · 3,000 sh | 3,000 | $102.5K | <0.01% | 0.0% |
| 93 | Larson Financial Group#93 · 2,872 sh | 2,872 | $98.1K | <0.01% | -3.9% |
| 94 | OSAIC#94 · 2,871 sh | 2,871 | $98.1K | <0.01% | +14.2% |
| 95 | FMR#95 · 2,305 sh | 2,305 | $78.7K | 0.00% | +1.9% |
| 96 | ROYAL BANK OF CANADA#96 · 2,246 sh | 2,246 | $76.0K | 0.00% | +44.1% |
| 97 | SIMPLEX TRADING#97 · 1,543 sh | 1,543 | $52.7K | 0.00% | +22.3% |
| 98 | Tower Research Capital (TRC)#98 · 1,340 sh | 1,340 | $45.8K | <0.01% | -3.5% |
| 99 | Private Wealth Asset Management#99 · 1,000 sh | 1,000 | $34.2K | <0.01% | 0.0% |
| 100 | Ameritas Investment Partners#100 · 907 sh | 907 | $31.0K | <0.01% | 0.0% |
Funds that sold out of IBTA in Q2 2026 (12)
Held IBTA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| HRT FINANCIAL126,690 sh | 126,690 | $3.8M |
| JACOBS LEVY EQUITY MANAGEMENT86,043 sh | 86,043 | $2.6M |
| MARSHALL WACE, LLP36,264 sh | 36,264 | $1.1M |
| VARCOV22,131 sh | 22,131 | $663.3K |
| G2 Investment Partners Management15,000 sh | 15,000 | $449.6K |
| SEI INVESTMENTS11,467 sh | 11,467 | $343.7K |
| DRW Securities7,996 sh | 7,996 | $239.6K |
| Divisadero Street Capital Management6,727 sh | 6,727 | $201.6K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM1,291 sh | 1,291 | $39.0K |
| FEDERATED HERMES601 sh | 601 | $18.0K |
| Investors Portfolio Services9 sh | 9 | $296.00 |
| MAI Capital Management4 sh | 4 | $120.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.