IBTA Institutional Ownership
Who owns Ibotta, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 146 funds reported holding IBTA at Jun 30, 2026.
- ●64 buying vs 59 selling
- ▼Shares held by funds -1.7%
- ▲Funds holding +14
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 146 | 132 | +10.6% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 14M | 14.2M | −1.7% |
| Held by funds | – | – | – |
| New positions | 26 | 25 | +4.0% |
| Increased | 38 | 37 | +2.7% |
| Reduced | 47 | 42 | +11.9% |
| Sold out | 12 | 19 | −36.8% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IBTA
All superinvestors →
Who owns IBTA
share of fund held shares- Index and passive funds17.5%
- Active managers and hedge funds59.0%
- Banks and brokers23.3%
- Pensions, insurers and other0.2%
The top 10 holders own 74.6% of all IBTA shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
24 funds changed their position- Sierra Summit Advisors LLCNew+42K sh
- State of WyomingTrimmed−2,428 sh
- Strs OhioTrimmed−1,200 sh
- Farther Finance Advisors, LLCAdded+880 sh
- Fortitude Family Office, LLCAdded+346 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Koch, Inc. | – | 4.4M | $150M | 0 |
| 2 | D. E. Shaw & Co., Inc. | – | 1.7M | $57.7M | 0 |
| 3 | HSBC Holdings PLC | – | 1M | $35.7M | +7,234 |
| 4 | BlackRock, Inc. | – | 937K | $32M | −25K |
| 5 | Citigroup Inc | – | 645K | $22M | +4,289 |
| 6 | Vanguard Capital Management LLC | – | 529K | $18.1M | +9,541 |
| 7 | Notable Capital Management, L.l.c. | – | 336K | $11.5M | −31K |
| 8 | Bnp Paribas Financial Markets | – | 333K | $11.4M | +5,933 |
| 9 | Geode Capital Management, LLC | – | 278K | $9.5M | −19K |
| 10 | State Street Corp | – | 272K | $9.3M | −12K |
- American Century Companies Inc+150K sh+$5.1M
- Nuveen, LLC+110K sh+$3.8M
- Jpmorgan Chase & Co+67K sh+$2.3M
- Tudor Investment Corp ET AL+41K sh+$1.4M
- AQR Capital Management LLC+38K sh+$1.3M
- Barclays PLC+37K sh+$1.3M
- Susquehanna Portfolio Strategies, LLC+25K sh+$846K
- XTX Topco Ltd+24K sh+$831K
- Hrt Financial LP−127K sh−$3.8M
- Deutsche Bank Ag\−98K sh−$3.3M
- Jacobs Levy Equity Management, Inc−86K sh−$2.6M
- Balyasny Asset Management L.P.−75K sh−$2.6M
- Morgan Stanley−72K sh−$2.5M
- Jane Street Group, LLC−44K sh−$1.5M
- Hotchkis & Wiley Capital Management LLC−41K sh−$1.4M
- Bank of America Corp /de/−38K sh−$1.3M
IBTA institutional ownership FAQ
Who owns the most IBTA stock?
In Q2 2026 13F filings the largest holder of IBTA was Koch, Inc., followed by D. E. Shaw & Co., Inc. and HSBC Holdings PLC. Index fund managers are usually the biggest holders of large companies.
What percentage of IBTA is owned by institutions?
146 funds reported holding 14M IBTA shares at Jun 30, 2026.
Are hedge funds buying IBTA?
In Q2 2026, 64 funds bought IBTA (26 of them new positions) and 59 sold (12 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for IBTA is neutral.
What is IBTA's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this IBTA ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.