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Ibotta Inc (IBTA)

CUSIP: 451051106 | NYSE | Technology · Software - Application | Small Cap | 278 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GKDT Ibotta Holdings, LLC3,689,12918.0%New 5%+ stakeNov 3, 2026No 13F filer matched
13GKDT Ibotta Holdings, LLC3,689,129
18.0% of class · Nov 3, 2026

Institutional Holders — Q3 2026

Citigroup Inc641,798
0.0% of portfolio›$25.3M
Notable Capital Management, L.L.C.149,760
11.9% of portfolio›$5.9M
Saybrook Capital60,258
0.6% of portfolio›$2.4M
Bank of New York Mellon Corp57,814
0.0% of portfolio›$2.3M
Sierra Summit Advisors LLC42,088
0.2% of portfolio›$1.7M
Dimensional Fund Advisors LP14,948
0.0% of portfolio›$589.0K
Strs Ohio11,600
0.0% of portfolio›$457.0K
Fermata Advisors, LLC8,543
0.1% of portfolio›$336.6K
Nemes Rush Group LLC8,001
0.0% of portfolio›$315.2K
Norden Group LLC7,597
0.0% of portfolio›$299.3K
Creative Planning7,162
0.0% of portfolio›$282.2K
Larson Financial Group LLC2,651
0.0% of portfolio›$104.4K
State of Wyoming2,013
0.0% of portfolio›$79.3K
State of Alaska, Department of Revenue1,083
0.0% of portfolio›$42
Farther Finance Advisors, LLC927
0.0% of portfolio›$36.5K
Versant Capital Management, Inc899
0.0% of portfolio›$35.4K
Abound Wealth Management604
0.0% of portfolio›$23.8K
Silver Grove Financial Group, Inc.548
0.0% of portfolio›$21.6K
Fortitude Family Office, LLC411
0.0% of portfolio›$16.2K
Blue Trust, Inc.336
0.0% of portfolio›$13.2K
Sterling Capital Management LLC285
0.0% of portfolio›$11.2K
Parallel Advisors, LLC275
0.0% of portfolio›$10.8K
Covestor Ltd253
0.0% of portfolio›$10.0K
EverSource Wealth Advisors, LLC252
0.0% of portfolio›$9.9K
Gamma Investing LLC231
0.0% of portfolio›$9.1K
Nisa Investment Advisors, LLC222
0.0% of portfolio›$8.7K
Harbor Capital Advisors, Inc.222
0.0% of portfolio›$9
SBI Securities Co., Ltd.123
0.0% of portfolio›$4.8K
US Bancorp \de\122
0.0% of portfolio›$4.8K
Essential Partners LLC59
0.0% of portfolio›$2.3K
Signaturefd, LLC39
0.0% of portfolio›$1.5K
Parkside Financial Bank & Trust25
0.0% of portfolio›$985
Clark Wealth Partners22
0.0% of portfolio›$867
True Wealth Design, LLC21
0.0% of portfolio›$828
SJS Investment Consulting Inc.21
0.0% of portfolio›$828
Caitong International Asset Management Co., Ltd17
0.0% of portfolio›$670
Ascentis Wealth Management, LLC4
0.0% of portfolio›$157
IFP Advisors, Inc4
0.0% of portfolio›$158
StyleTurnoverLocationFiled
Citigroup Inc
641,798$25.3M0.0%CoreMediumNew York, NY2026-11-04
Notable Capital Management, L.L.C.
149,760$5.9M11.9%YieldVery LowMenlo Park, CA2026-11-03
Saybrook Capital
60,258$2.4M0.6%CoreVery LowSag Harbor, NY2026-10-27
Bank of New York Mellon Corp
57,814$2.3M0.0%CoreLowNew York, NY2026-11-05
Sierra Summit Advisors LLC
42,088$1.7M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Dimensional Fund Advisors LP
14,948$589.0K0.0%IndexLowAustin, TX2026-11-04
Strs Ohio
11,600$457.0K0.0%CoreMediumColumbus, OH2026-10-30
Fermata Advisors, LLC
8,543$336.6K0.1%ETFLowSonoma, CA2026-10-13
Nemes Rush Group LLC
8,001$315.2K0.0%CoreVery LowNovi, MI2026-11-04
Norden Group LLC
7,597$299.3K0.0%GrowthMediumProvo, UT2026-10-20
Creative Planning
7,162$282.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Larson Financial Group LLC
2,651$104.4K0.0%GrowthLowSt Louis, MO2026-11-05
State of Wyoming
2,013$79.3K0.0%ValueHighCheyenne, WY2026-10-28
State of Alaska, Department of Revenue
1,083$420.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
927$36.5K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
899$35.4K0.0%GARPLowPhoenix, AZ2026-10-02
Abound Wealth Management
604$23.8K0.0%ETFVery LowFranklin, TN2026-10-26
Silver Grove Financial Group, Inc.
548$21.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Fortitude Family Office, LLC
411$16.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Blue Trust, Inc.
336$13.2K0.0%ETFLowBrentwood, TN2026-10-15
Sterling Capital Management LLC
285$11.2K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
275$10.8K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
253$10.0K0.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
252$9.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
231$9.1K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
222$8.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Harbor Capital Advisors, Inc.
222$90.0%ValueHighChicago, IL2026-10-22
SBI Securities Co., Ltd.
123$4.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
US Bancorp \de\
122$4.8K0.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
59$2.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signaturefd, LLC
39$1.5K0.0%IndexLowAtlanta, GA2026-10-23
Parkside Financial Bank & Trust
25$9850.0%CoreVery LowSaint Louis, MO2026-10-27
Clark Wealth Partners
22$8670.0%ETFVery LowO'Fallon, IL2026-10-19
True Wealth Design, LLC
21$8280.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
21$8280.0%ETFVery LowSylvania, OH2026-10-26
Caitong International Asset Management Co., Ltd
17$6700.0%GrowthVery HighHong Kong, South Korea2026-10-29
Ascentis Wealth Management, LLC
4$1570.0%Agg GrowthLowDallas, TX2026-11-03
IFP Advisors, Inc
4$1580.0%GrowthLowTampa, FL2026-10-16
New 5%+ stake
No 13F filer matched