Ibotta, Inc.
Ibotta, Inc. (IBTA) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · IBTA · as of Sep 30, 2025
Ownership Breakdown
126
Institutional Holders
▼ 12 vs Q2
$512.14M
Total Inst. Value
▼ $165.14M vs Q2
26.71M
Shares Outstanding
freeFloat 34.50%
18.39M
13F Shares Held
▼ 115,752 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
IBTA largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
KOCH, INC. services-advertising | 4.39M | 15.41% | 15.41% | $122.24B | Nov 12, 2025 | — held |
VANGUARD GROUP INC services-advertising | 1.57M | 5.52% | 5.52% | $43.75B | Nov 7, 2025 | ▲ 232.0K |
D. E. SHAW & CO., INC. services-advertising | 1.29M | 4.53% | 4.53% | $35.94B | Nov 14, 2025 | ▼ 159.0K |
SUMITOMO MITSUI TRUST HOLDINGS, INC. services-advertising | 1.28M | 4.50% | 4.50% | $35.68B | Oct 27, 2025 | ▲ 168.1K |
NIKKO ASSET MANAGEMENT AMERICAS, INC. services-advertising | 1.28M | 4.49% | 4.49% | $35.60B | Nov 12, 2025 | ▲ 172.3K |
BLACKROCK, INC. services-advertising | 1.04M | 3.64% | 3.64% | $28.84B | Nov 12, 2025 | ▲ 140.3K |
ARK INVESTMENT MANAGEMENT LLC services-advertising | 907.4K | 3.19% | 3.19% | $25.27B | Nov 12, 2025 | ▲ 255.9K |
HSBC HOLDINGS PLC services-advertising | 768.0K | 2.70% | 2.70% | $21.43B | Nov 13, 2025 | ▲ 671.4K |
CITIGROUP INC services-advertising | 641.3K | 2.25% | 2.25% | $17.86B | Nov 10, 2025 | ▲ 304.2K |
JPMORGAN CHASE & CO services-advertising | 572.1K | 2.01% | 2.01% | $15.93B | Nov 26, 2025 | ▼ 82.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
31
Increased
+3.00M shares5
New Positions
first time holders10
Decreased
−1.58M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.42M
+3.00M / −1.58M
Net new holders
+26
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
IBTA insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
9
Buy transactions
16
Sell transactions
0.56
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Lehrman Thomas D director | May 19, 2026 | Award | 5,988 | — | — | 68.7K | Form 4 ↗ |
DOSHI AMIT director | May 19, 2026 | Award | 5,988 | — | — | 54.9K | Form 4 ↗ |
Sheppard Valarie L director | May 19, 2026 | Award | 5,988 | — | — | 35.6K | Form 4 ↗ |
SONSINI LARRY W director | May 19, 2026 | Award | 5,988 | — | — | 104.8K | Form 4 ↗ |
Bailey Stephen director | May 19, 2026 | Award | 5,988 | — | — | 14.6K | Form 4 ↗ |
Baldwin Amanda director | May 19, 2026 | Award | 5,988 | — | — | 14.6K | Form 4 ↗ |
Lehrman Thomas D director | May 15, 2026 | Sale | 18,307 | $30.78 | $563.5K | 63.2K | Form 4 ↗ |
Lehrman Thomas D director | May 15, 2026 | Sale | 25,818 | $30.79 | $794.9K | 62.9K | Form 4 ↗ |
Lehrman Thomas D director | May 15, 2026 | Sale | 182 | $31.59 | $5.7K | 62.8K | Form 4 ↗ |
Lehrman Thomas D director | May 18, 2026 | Sale | 12,025 | $32.11 | $386.1K | 51.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Ibotta, Inc. (IBTA) is primarily owned by institutional investors, who hold approximately 68.8% of total shares outstanding. Company insiders own approximately 65.50%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Ibotta, Inc. is KOCH, INC., holding approximately 4.39 million shares — equal to 15.41% of outstanding shares — as of September 30, 2025.
A total of 126 institutional investors currently hold IBTA stock, with a combined institutional value of approximately $512,139,337 as of the most recent 13F filing period.
Frequently asked questions
IBTA ownershipIbotta, Inc. (IBTA) is primarily owned by institutional investors, who hold approximately 68.8% of shares. The largest shareholder is KOCH, INC. with a 15.41% stake. Company insiders hold 65.50%. Data sourced from SEC Form 13F as of September 30, 2025.