Ibotta, Inc. (IBTA) Ownership
IBTA ownership summary
as of October 18, 2026- Institutions
- 49.8% of shares outstanding
- Insiders
- 49.17% of shares outstanding
- Shares outstanding
- 20.1M
- Float
- 7.3M shares available to trade
- Short interest
- 30.37% 3.2M shares short
- Days to cover
- 15.56 short interest up 1.0% vs prior month
- Institutions 49.78%
- Insiders 49.17%
- Other investors 1.06%
IBTA top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Koch, Inc | 21.78% | 4.4M | $210.0M | — | June 30, 2026 |
| 2 | D. E. Shaw & Co LP | 8.39% | 1.7M | $80.9M | — | June 30, 2026 |
| 3 | HSBC Holdings PLC | 5.05% | 1.0M | $48.6M | +7,234 (+0.7%) | June 30, 2026 |
| 4 | BlackRock Inc | 4.65% | 937K | $44.8M | −25,474 (−2.6%) | June 30, 2026 |
| 5 | Citigroup Inc | 3.20% | 645K | $30.9M | +4,289 (+0.7%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 2.62% | 529K | $25.3M | +9,541 (+1.8%) | June 30, 2026 |
| 7 | Notable Capital Management, L.L.C. | 1.67% | 336K | $16.1M | −30,990 (−8.4%) | June 30, 2026 |
| 8 | BNP Paribas Arbitrage, SA | 1.65% | 333K | $15.9M | +5,933 (+1.8%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 1.38% | 278K | $13.3M | −18,899 (−6.4%) | June 30, 2026 |
| 10 | State Street Corp | 1.35% | 272K | $13.0M | −12,018 (−4.2%) | June 30, 2026 |
| 11 | Renaissance Technologies Corp | 1.11% | 223K | $10.7M | −16,217 (−6.8%) | June 30, 2026 |
| 12 | Bank of America Corp | 1.00% | 201K | $9.6M | −38,079 (−15.9%) | June 30, 2026 |
| 13 | Deutsche Bank AG | 0.86% | 174K | $8.3M | −97,518 (−35.9%) | June 30, 2026 |
| 14 | UBS Group AG | 0.84% | 168K | $8.1M | −4,622 (−2.7%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 0.82% | 164K | $7.9M | −72,234 (−30.5%) | June 30, 2026 |
| 16 | Nuveen, LLC | 0.81% | 163K | $7.8M | +110,489 (+212.4%) | June 30, 2026 |
| 17 | American Century Companies Inc | 0.75% | 150K | $7.2M | +150,347 (0.0%) | June 30, 2026 |
| 18 | Millennium Management LLC | 0.60% | 120K | $5.8M | +22,999 (+23.6%) | June 30, 2026 |
| 19 | Hotchkis & Wiley Capital Management LLC | 0.56% | 113K | $5.4M | −41,320 (−26.8%) | June 30, 2026 |
| 20 | The Goldman Sachs Group Inc | 0.52% | 106K | $5.1M | −5,037 (−4.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 7 holders added 311K shares and 11 cut 362K.
IBTA top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 1.90% | 383K | $18.3M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 1.25% | 253K | $12.1M | −2,880 (−1.1%) | September 30, 2026 |
| 3 | Nuveen Quant Small Cap Equity R6 | 0.56% | 114K | $5.4M | — | August 31, 2026 |
| 4 | Fidelity Small Cap Index | 0.54% | 109K | $5.2M | +1,305 (+1.2%) | July 31, 2026 |
| 5 | BlackRock Advantage Small Cap Core Instl | 0.42% | 85K | $4.1M | +85,406 (0.0%) | August 31, 2026 |
| 6 | iShares Russell 2000 Growth ETF | 0.30% | 61K | $2.9M | −77 (−0.1%) | September 30, 2026 |
| 7 | Fidelity Extended Market Index | 0.29% | 58K | $2.8M | +603 (+1.1%) | August 31, 2026 |
| 8 | Vanguard Russell 2000 ETF | 0.28% | 57K | $2.7M | +1,717 (+3.1%) | August 31, 2026 |
| 9 | Schwab US Small-Cap ETF™ | 0.25% | 51K | $2.4M | +27 (+0.1%) | September 30, 2026 |
| 10 | Vanguard Communication Services ETF | 0.18% | 37K | $1.8M | +638 (+1.8%) | August 31, 2026 |
| 11 | iShares Russell 2000 Value ETF | 0.14% | 29K | $1.4M | +44 (+0.2%) | September 30, 2026 |
| 12 | WisdomTree US SmallCap Earnings ETF | 0.14% | 27K | $1.3M | — | September 30, 2026 |
| 13 | PRIMECAP Odyssey Aggressive Growth | 0.13% | 25K | $1.2M | −100 (−0.4%) | June 30, 2026 |
| 14 | Fidelity Total Market Index | 0.12% | 24K | $1.2M | — | August 31, 2026 |
| 15 | Schwab Small Cap Index | 0.12% | 24K | $1.2M | — | August 31, 2026 |
| 16 | iShares MSCI World Small Cap ETF USD Acc | 0.12% | 24K | $1.1M | — | September 30, 2026 |
| 17 | BlackRock Advantage Small Cap Gr Instl | 0.11% | 22K | $1.1M | +22,127 (0.0%) | August 31, 2026 |
| 18 | Nuveen Equity Index R6 | 0.11% | 22K | $1.1M | — | August 31, 2026 |
| 19 | iShares Russell 2000 Small-Cap Idx Instl | 0.09% | 18K | $861,407 | — | August 31, 2026 |
| 20 | Fidelity Series Total Market Index | 0.09% | 18K | $856,862 | +780 (+4.6%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
IBTA insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-05 | Marisa Daspit | Sell | $24.06 | 2,956 | $71,121 |
| 2025-12-05 | Marisa Daspit | Sell | $23.54 | 10 | $235 |
| 2025-06-26 | Jermoluk Founders Fund I Clark | Sell | $35.00 | 1,578,502 | $55.2M |
| 2025-06-26 | Jermoluk Founders Fund I Clark | Sell | $35.02 | 423,878 | $14.8M |
| 2025-06-25 | Jermoluk Founders Fund I Clark | Sell | $38.43 | 5,000 | $192,150 |
| 2025-06-23 | Jermoluk Founders Fund I Clark | Sell | $37.69 | 5,000 | $188,450 |
| 2025-06-20 | Jermoluk Founders Fund I Clark | Sell | $38.49 | 5,000 | $192,450 |
| 2025-06-18 | Jermoluk Founders Fund I Clark | Sell | $38.43 | 5,000 | $192,150 |
| 2025-06-16 | Jermoluk Founders Fund I Clark | Sell | $41.51 | 5,000 | $207,550 |
| 2025-06-13 | Jermoluk Founders Fund I Clark | Sell | $41.96 | 5,000 | $209,800 |
| 2025-06-12 | Richard I Donahue | Sell | $43.09 | 85,289 | $3.7M |
| 2025-06-09 | Jermoluk Founders Fund I Clark | Sell | $46.90 | 5,000 | $234,500 |
| 2025-06-05 | Jermoluk Founders Fund I Clark | Sell | $48.47 | 5,000 | $242,350 |
| 2025-06-04 | Jermoluk Founders Fund I Clark | Sell | $50.02 | 6,000 | $300,120 |
| 2025-06-03 | Jermoluk Founders Fund I Clark | Sell | $49.99 | 23,397 | $1.2M |
| 2025-06-03 | Marisa Daspit | Sell | $49.44 | 1,243 | $61,454 |
| 2025-06-02 | Jermoluk Founders Fund I Clark | Sell | $49.06 | 5,000 | $245,300 |
| 2025-05-30 | Jermoluk Founders Fund I Clark | Sell | $49.79 | 5,000 | $248,950 |
| 2025-05-29 | Jermoluk Founders Fund I Clark | Sell | $50.13 | 18,543 | $929,561 |
| 2025-05-28 | Jermoluk Founders Fund I Clark | Sell | $50.15 | 5,000 | $250,750 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
IBTA shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns IBTA
Institutional investors own 49.8% of Ibotta's shares and insiders 49.17%. The largest holder is Koch, Inc with 21.78% of the shares (4.4M), as of June 30, 2026. Among the top 20 institutions, 7 added shares and 11 reduced their stake in the latest filings. Short interest is 30.37% of the float, or 15.56 days of average trading volume. The share count fell 13.1% since 2022.
Related: IBTA analyst forecast, IBTA key metrics. See the IBTA stock overview for the latest quote and news.
IBTA ownership FAQ
Who owns the most Ibotta stock?
The largest shareholders of Ibotta are Koch, Inc (21.78%), D. E. Shaw & Co LP (8.39%), HSBC Holdings PLC (5.05%), BlackRock Inc (4.65%), Citigroup Inc (3.20%).
What percentage of Ibotta is owned by institutions?
Institutions hold 49.8% of Ibotta's shares outstanding; insiders hold 49.17%.
Which funds own Ibotta?
The largest fund holders of Ibotta are Vanguard MStar Total Stk Mkt Idx Invest (1.90%), iShares Russell 2000 ETF (1.25%), Nuveen Quant Small Cap Equity R6 (0.56%), Fidelity Small Cap Index (0.54%), BlackRock Advantage Small Cap Core Instl (0.42%).
What is Ibotta's short interest?
3.2M shares of Ibotta were sold short, 30.37% of the float; at the average daily volume it would take 15.56 days to cover.
Are insiders buying or selling Ibotta?
Of the latest 20 reported insider transactions in Ibotta (since May 28, 2025), 0 were purchases and 20 were sales.
How many shares of Ibotta are outstanding?
Ibotta has 20.1M shares outstanding, of which 7.3M are in the public float.