Who Owns Ibotta Stock?
NYSE: IBTAConsumer DiscretionaryAdvertisingUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 49.77%
- Held by insiders
- 49.17%
- Institutional holders
- 211
- Institutions 49.8%
- Insiders 49.2%
- Public and other 1.1%
Who owns Ibotta stock?
Institutional investors own about 49.8% of Ibotta's shares, spread across 211 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 49.17% of IBTA.
The largest institutional holders are Koch, Inc. (21.73%), Shaw D.E. & Co., Inc. (8.37%) and HSBC Holdings PLC (5.03%). Together, the top 10 institutions control 51.6% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their IBTA positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IBTA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Koch, Inc. | 4.39M | 21.73% | 0.0% |
| Shaw D.E. & Co., Inc. | 1.69M | 8.37% | 0.0% |
| HSBC Holdings PLC | 1.02M | 5.03% | +0.7% |
| Blackrock Inc. | 937.17K | 4.64% | -2.6% |
| Citigroup Inc. | 644.97K | 3.19% | +0.7% |
| Vanguard Capital Management LLC | 528.84K | 2.62% | +1.8% |
| Notable Capital Management, L.L.C. | 336.04K | 1.66% | -8.4% |
| BNP Paribas Financial Markets | 333.11K | 1.65% | +1.8% |
| Geode Capital Management, LLC | 277.66K | 1.37% | -6.4% |
| State Street Corporation | 272.49K | 1.35% | -4.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IBTA
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 382.94K | 1.90% |
| iShares Trust-iShares Russell 2000 ETF | 259.35K | 1.28% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 133.20K | 0.66% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | 113.75K | 0.56% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 109.13K | 0.54% |
| iShares Trust-iShares Russell 2000 Growth ETF | 64.25K | 0.32% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | 63.50K | 0.31% |
| VANGUARD WORLD FUND-Vanguard Communication Services Index Fund | 60.09K | 0.30% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 57.20K | 0.28% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 57.05K | 0.28% |
Frequently asked questions
Who is the largest shareholder of Ibotta?
Koch, Inc. is the largest institutional shareholder of IBTA, owning 21.73% of shares outstanding (4.39M shares) as of its latest 13F filing.
What percentage of Ibotta is owned by institutions?
Institutions own about 49.8% of IBTA shares and 97.9% of the public float.
How much of Ibotta do insiders own?
Insiders, such as officers and directors, own about 49.17% of IBTA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.