Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IBTA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Koch, Inc. | 4.4M | $131.5M | 0.0% | 15.473% | 14.27% |
| 2 | D. E. Shaw & Co., Inc. | 1.7M | $50.7M | 0.0% | 5.960% | 0.05% |
| 3 | HSBC HOLDINGS PLC | 1.0M | $30.6M | β | 3.558% | 0.02% |
| 4 | BlackRock, Inc. | 963K | $28.9M | -8.5% | 3.393% | 0.00% |
| 5 | CITIGROUP INC | 641K | $19.2M | -0.6% | 2.259% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 519K | $15.6M | β | 1.831% | 0.00% |
| 7 | Notable Capital Management, L.L.C. | 367K | $11.0M | 0.0% | 1.294% | 20.60% |
| 8 | BNP PARIBAS ARBITRAGE, SA | 327K | $9.8M | +0.7% | 1.153% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 297K | $8.9M | -9.4% | 1.046% | 0.00% |
| 10 | STATE STREET CORP | 285K | $8.5M | -6.8% | 1.003% | 0.00% |
| 11 | DEUTSCHE BANK AG\ | 271K | $8.1M | -26.6% | 0.957% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 239K | $7.2M | +17.7% | 0.844% | 0.01% |
| 13 | BANK OF AMERICA CORP /DE/ | 239K | $7.2M | +17.8% | 0.843% | 0.00% |
| 14 | MORGAN STANLEY | 237K | $7.1M | +4.3% | 0.835% | 0.00% |
| 15 | UBS Group AG | 173K | $5.2M | +16.6% | 0.610% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 158K | $4.7M | -10.1% | 0.559% | 0.00% |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 154K | $4.6M | β | 0.543% | 0.01% |
| 18 | NORTHERN TRUST CORP | 129K | $3.9M | -9.0% | 0.453% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 123K | $3.7M | β | 0.435% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 111K | $3.3M | -36.9% | 0.390% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 105K | $3.1M | -12.6% | 0.369% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 97K | $2.9M | +12.1% | 0.344% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 96K | $2.9M | β | 0.338% | 0.00% |
| 24 | BALYASNY ASSET MANAGEMENT LLC | 91K | $2.7M | +86.3% | 0.320% | 0.01% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 86K | $2.6M | -54.7% | 0.303% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IBTA β a direct measure of their conviction.
Filings activity in IBTA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 128 | +7.6% | 46.91% | +9.34 pp | $418M | +25% |
| Q4 2025 | 119 | +1.7% | 37.57% | 19.89 pp | $334M | 35% |
| Q3 2025 | 117 | 8.6% | 57.46% | 18.12 pp | $511M | 24% |
| Q2 2025 | 128 | +16% | 75.58% | 10.93 pp | $673M | 13% |
| Q1 2025 | 110 | 4.3% | 86.51% | 14.74 pp | $770M | 15% |
| Q4 2024 | 115 | +7.5% | 101.25% | +32.28 pp | $901M | +47% |
| Q3 2024 | 107 | +18% | 68.97% | 39.61 pp | $614M | 36% |
| Q2 2024 | 91 | β | 108.58% | β | $967M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IBTA stock.
Based on Q1 2026 13F filings, institutional ownership of Ibotta, Inc. stands at 46.9%, held across 128 reporting institutions.
Koch, Inc. is the largest reported institutional holder of IBTA, with approximately 4,389,129 shares worth $0.13B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of IBTA, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for IBTA is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in IBTA during Q1 2026, while 22 fully exited. 78 added to existing positions and 18 trimmed.
IBTA institutional ownership rose by 9.34 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 75.3% of all reported 13F value in IBTA, and the top 25 account for 91.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ibotta, Inc. (IBTA) Institutional Ownership