DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IBTA

IBOTTA INC

136 institutions still hold IBOTTA INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 451051106·136 13F holders·last filed Mar 31, 2026
Market cap
1.9%
vs prior quarter
13F value held
$391M
70.0% inst. owned
of float
Holders
136
-63 QoQ
filers reporting
Activity
+45 / −37
+873 added · −826 reduced
this quarter
Concentration
33.67%
Koch, Inc. #1
top holder share
AI Holders Summary · Q1 2026

136 institutions reported IBTA in Q1 2026. Koch, Inc. leads at 33.7% of the visible book. -63 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Koch, Inc.
CIK 0002027344
$132M4.4M14.27%Q1 2026
02
D. E. Shaw & Co., Inc.
CIK 0001009207
$38M1.7M0.02%Q4 2025
03
GGV Capital LLC
CIK 0001829132
$37M564K32.07%Q4 2024
04
HSBC HOLDINGS PLC
CIK 0000873630
$31M1.0M0.02%Q1 2026
05
BlackRock, Inc.
CIK 0002012383
$29M963K0.00%Q1 2026
06
CITIGROUP INC
CIK 0000831001
$19M641K0.01%Q1 2026
07
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$16M519K0.00%Q1 2026
08
Notable Capital Management, L.L.C.
CIK 0002065606
$11M367K20.60%Q1 2026
09
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$10M327K0.00%Q1 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$9M297K0.00%Q1 2026
11
STATE STREET CORP
CIK 0000093751
$9M285K0.00%Q1 2026
12
DEUTSCHE BANK AG\
CIK 0000948046
$8M271K0.00%Q1 2026
13
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$7M239K0.01%Q1 2026
14
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M239K0.00%Q1 2026
15
MORGAN STANLEY
CIK 0000895421
$7M237K0.00%Q1 2026
16
UBS Group AG
CIK 0001610520
$5M173K0.00%Q1 2026
17
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$5M154K0.01%Q1 2026
18
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M143K0.00%Q1 2026
19
CITADEL ADVISORS LLC
CIK 0001423053
$4M176K0.00%Q4 2025
20
NORTHERN TRUST CORP
CIK 0000073124· Index
$4M129K0.00%Q1 2026
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