Who owns Ibotta (IBTA)
Which tracked institutional funds hold IBTA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBTA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
28 tracked funds added or opened IBTA while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IBTA’s largest tracked holder by dollar value, Koch, Inc., sizes it at 13.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBTA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 140 tracked filers holding IBTA, 65 increased or opened the position and 65 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IBTA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- AMERICAN CENTURY COMPANIES INC$5M
- TUDOR INVESTMENT CORP ET AL$1M
- Susquehanna Portfolio Strategies, LLC$846K
- ExodusPoint Capital Management, LP$786K
- OCCUDO QUANTITATIVE STRATEGIES LP$782K
Full exits 6
- HRT FINANCIAL LP$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$3M
- MARSHALL WACE, LLP$1M
- NORGES BANK$901K
- Penserra Capital Management LLC$705K
- VARCOV Co.$663K
Largest adds
- Koch, Inc.$18M
- D. E. Shaw & Co., Inc.$7M
- HSBC HOLDINGS PLC$5M
- Nuveen, LLC$4M
- BlackRock, Inc.$3M
- CITIGROUP INC$3M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$2M
- DEUTSCHE BANK AG\$2M
- MORGAN STANLEY$1M
- JANE STREET GROUP, LLC$971K
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$766K
- CITADEL ADVISORS LLC$692K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Koch, Inc. | 4,389,129 | $150M | 31.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 1,690,546 | $58M | 12.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,016,521 | $36M | 7.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 937,170 | $32M | 6.7% | 2026-Q2 |
| CITIGROUP INC added | 644,972 | $22M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 528,841 | $18M | 3.8% | 2026-Q2 |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. trimmed | 336,042 | $11M | 2.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 333,106 | $11M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 277,664 | $9M | 2.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 272,487 | $9M | 2.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 223,083 | $8M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 201,088 | $7M | 1.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 173,907 | $6M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 168,497 | $6M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 164,498 | $6M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 162,509 | $6M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 150,347 | $5M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 120,472 | $4M | 0.9% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 112,660 | $4M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 105,702 | $4M | 0.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 103,626 | $4M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 101,360 | $3M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 94,600 | $3M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 93,333 | $3M | 0.7% | 2026-Q2 |
| XTX Topco Ltd added | 88,350 | $3M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 88,313 | $3M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 88,301 | $3M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 86,237 | $3M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 84,764 | $3M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 84,759 | $3M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 80,198 | $3M | 0.6% | 2026-Q2 |
| SAYBROOK CAPITAL /NC | 60,258 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 59,478 | $2M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 49,983 | $2M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 44,706 | $2M | 0.3% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 41,735 | $1M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 41,019 | $1M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 29,889 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 26,419 | $902K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 26,283 | $898K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 26,188 | $895K | 0.2% | 2026-Q2 |
| ForthRight Wealth Management, LLC trimmed | 25,180 | $860K | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 24,770 | $846K | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 24,205 | $827K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 23,011 | $786K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 22,895 | $782K | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 19,800 | $676K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 18,930 | $647K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 15,424 | $527K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 14,552 | $497K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 13,850 | $415K | 0.1% | 2026-Q2 |
| Jump Financial, LLC new | 13,300 | $454K | 0.1% | 2026-Q2 |
| STRS OHIO added | 12,800 | $437K | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP | 12,750 | $436K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 11,391 | $389K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 10,434 | $356K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 10,301 | $352K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,162 | $347K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 9,983 | $341K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 9,595 | $328K | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 8,917 | $305K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 8,710 | $298K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 8,546 | $292K | 0.1% | 2026-Q2 |
| Jain Global LLC trimmed | 8,541 | $292K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 8,512 | $291K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 8,481 | $290K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 8,230 | $281K | 0.1% | 2026-Q2 |
| Nemes Rush Group LLC | 8,001 | $273K | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 7,934 | $271K | 0.1% | 2026-Q2 |
| NORDEN GROUP LLC trimmed | 7,537 | $257K | 0.1% | 2026-Q2 |
| Creative Planning new | 7,298 | $249K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 7,153 | $244K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $232K | 0.0% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC new | 6,532 | $223K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 6,500 | $223K | 0.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 6,118 | $209K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 5,911 | $202K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 5,873 | $201K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 5,789 | $198K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 5,567 | $190K | 0.0% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 5,110 | $175K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,900 | $167K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 4,712 | $161K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,573 | $156K | 0.0% | 2026-Q2 |
| State of Wyoming new | 4,441 | $152K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $135K | 0.0% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 3,200 | $109K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 3,047 | $104K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 3,000 | $102K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 2,872 | $98K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,871 | $98K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,305 | $79K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,246 | $76K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 1,543 | $53K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,340 | $46K | 0.0% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 1,000 | $34K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 907 | $31K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 692 | $25K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc added | 605 | $21K | 0.0% | 2026-Q2 |
| Abound Wealth Management | 604 | $21K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.