Ibotta (IBTA) Institutional Ownership $32.81 -0.52 (-1.56%) As of 08/8/2025 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Ibotta (NYSE:IBTA)Number ofInstitutional Buyers(last 12 months)31TotalInstitutional Inflows(last 12 months)$112.41MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$8.29M Get IBTA Insider Trade Alerts Want to know when executives and insiders are buying or selling Ibotta stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IBTA Institutional Buying and Selling by Quarter Ibotta Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/8/2025Intech Investment Management LLC9,632$353K0.0%+64.5%0.038% 8/8/2025Geode Capital Management LLC225,990$8.27M0.0%-10.6%0.893% 8/6/2025 Fox Run Management L.L.C.10,787$395K0.1%N/A0.043% 7/31/2025 Saybrook Capital NC60,258$2.21M0.6%-13.1%0.238% 7/31/2025 Sumitomo Mitsui Trust Group Inc.1,113,165$40.74M0.0%+6.6%4.398% 7/30/2025 ARK Investment Management LLC651,487$23.84M0.2%-7.5%2.574% 7/28/2025 ForthRight Wealth Management LLC30,296$1.11M0.3%-12.4%0.120% 7/28/2025 Private Wealth Asset Management LLC1,000$37K0.0%N/A0.004% 7/25/2025 CWM LLC943$35K0.0%+225.2%0.004% 7/23/2025 KLP Kapitalforvaltning AS8,200$300K0.0%+485.7%0.032% Get the Latest News and Ratings for IBTA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Ibotta and its competitors with MarketBeat's FREE daily newsletter. 7/18/2025 AMI Asset Management Corp7,503$275K0.0%-35.1%0.030% 7/9/2025 Fermata Advisors LLC10,410$381K0.1%N/A0.041% 6/27/2025Goldman Sachs Group Inc.122,514$5.17M0.0%+16.6%0.484% 5/29/2025Rhumbline Advisers20,221$853K0.0%+6.6%0.080% 5/16/2025Goldman Sachs Group Inc.122,514$5.17M0.0%+16.6%0.395% 5/16/2025Jones Financial Companies Lllp3,811$161K0.0%N/A0.012% 5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,394$396K0.0%+5.8%0.030% 5/16/2025 EFG Asset Management North America Corp.36,255$1.53M0.3%-35.3%0.117% 5/15/2025Southpoint Capital Advisors LP1,536,500$64.84M1.5%+48.2%4.953% 5/14/2025Walleye Capital LLC10,321$436K0.0%N/A0.033% 5/14/2025Hsbc Holdings PLC46,335$1.95M0.0%N/A0.149% 5/13/2025American Century Companies Inc.54,326$2.29M0.0%+26.5%0.175% 5/12/2025Nuveen LLC55,454$2.34M0.0%N/A0.179% 5/12/2025Invesco Ltd.7,962$336K0.0%+53.6%0.026% 5/12/2025Citigroup Inc.334,460$14.11M0.0%+2,500.8%1.078% 5/9/2025Deutsche Bank AG11,030$465K0.0%+6.9%0.036% 5/9/2025Charles Schwab Investment Management Inc.76,093$3.21M0.0%-1.1%0.245% 5/9/2025Primecap Management Co. CA124,675$5.26M0.0%-2.1%0.402% 5/9/2025Vanguard Group Inc.1,485,827$62.70M0.0%-4.5%4.790% 5/8/2025 Invictus Private Wealth LLC14,152$597K0.0%-29.8%0.046% 5/8/2025XTX Topco Ltd24,068$1.02M0.1%+237.9%0.078% 5/8/2025Federated Hermes Inc.6,740$284K0.0%+883.9%0.022% 5/7/2025 Meeder Asset Management Inc.9,189$388K0.0%N/A0.030% 5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 600$25K0.0%N/A0.002% 5/7/2025 ARK Investment Management LLC704,308$29.72M0.3%+299.8%2.270% 5/7/2025Nikko Asset Management Americas Inc.1,053,518$44.46M0.6%+68.8%3.396% 5/6/2025 Wilkins Investment Counsel Inc.63,727$2.69M0.4%+1,608.5%0.205% 5/6/2025Pacer Advisors Inc.83,860$3.54M0.0%N/A0.270% 5/2/2025Victory Capital Management Inc.34,718$1.47M0.0%N/A0.112% 5/1/2025New York State Common Retirement Fund4,900$207K0.0%+58.1%0.016% A new rule goes live in July — and the banks are quietly crushing it (Ad)A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how4/29/2025 Bank of New York Mellon Corp41,681$1.76M0.0%-2.1%0.158% 4/25/2025 Sumitomo Mitsui Trust Group Inc.1,043,758$44.05M0.0%+67.2%3.956% 4/23/2025 AMI Asset Management Corp11,568$488K0.0%N/A0.044% 4/23/2025 Saybrook Capital NC69,364$2.93M0.8%-15.5%0.263% 4/8/2025Rhumbline Advisers20,221$853K0.0%+6.6%0.073% 4/7/2025 GAMMA Investing LLC1,983$840K0.0%+2,859.7%0.007% (Data available from 1/1/2016 forward) IBTA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IBTA shares? During the previous two years, 40 institutional investors and hedge funds held shares of Ibotta. The most heavily invested institutionals were Southpoint Capital Advisors LP ($64.84M), Vanguard Group Inc. ($62.70M), Nikko Asset Management Americas Inc. ($44.46M), Sumitomo Mitsui Trust Group Inc. ($40.74M), ARK Investment Management LLC ($23.84M), Citigroup Inc. ($14.11M), and Geode Capital Management LLC ($8.27M).Learn more on Ibotta's institutional investors. Which institutional investors have been buying Ibotta's stock? Of the 31 institutional investors that purchased Ibotta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ARK Investment Management LLC ($528.15K), Southpoint Capital Advisors LP ($499.56K), Sumitomo Mitsui Trust Group Inc. ($488.92K), Nikko Asset Management Americas Inc. ($429.52K), Citigroup Inc. ($321.60K), Pacer Advisors Inc. ($83.86K), and Wilkins Investment Counsel Inc. ($60.00K). How much institutional buying is happening at Ibotta? Institutional investors have bought a total of 2,696,478 shares in the last 24 months. This purchase volume represents approximately $112.41M in transactions. Which of Ibotta's major shareholders have been selling company stock? Of the 11 institutional investors that sold Ibotta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($70.14K), ARK Investment Management LLC ($52.82K), Geode Capital Management LLC ($26.83K), Saybrook Capital NC ($21.81K), EFG Asset Management North America Corp. ($19.76K), Invictus Private Wealth LLC ($6K), and ForthRight Wealth Management LLC ($4.30K). How much institutional selling is happening at Ibotta? Institutional investors have sold a total of 210,097 shares in the last 24 months. This volume of shares sold represents approximately $8.29M in transactions. Related Companies Concentrix Institutional Ownership Herc Institutional Ownership WNS Institutional Ownership CarGurus Institutional Ownership Remitly Global Institutional Ownership Hinge Health Institutional Ownership TriNet Group Institutional Ownership Autohome Institutional Ownership First Advantage Institutional Ownership DLocal Institutional Ownership This page (NYSE:IBTA) was last updated on 8/9/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredMan Who Called Nvidia at $1.10 Says Buy This Now...In 2004, one man called Nvidia before just about anyone knew it existed. 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