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 Mar 31, 2025
Ownership Breakdown
116
Institutional Holders
▼ 5 vs Q4
$769.27M
Total Inst. Value
▼ $417.18M vs Q4
26.71M
Shares Outstanding
freeFloat 34.50%
18.23M
13F Shares Held
▼ 1,635 vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
KOCH, INC. services-advertising | 4.39M | 14.26% | 14.26% | $185.22B | May 9, 2025 | — held |
D. E. SHAW & CO., INC. services-advertising | 2.60M | 8.44% | 8.44% | $109.62B | May 15, 2025 | ▼ 214.6K |
SOUTHPOINT CAPITAL ADVISORS LP services-advertising | 1.54M | 4.99% | 4.99% | $64.84B | May 15, 2025 | ▲ 499.6K |
VANGUARD GROUP INC services-advertising | 1.49M | 4.83% | 4.83% | $62.70B | May 9, 2025 | ▼ 70.1K |
NIKKO ASSET MANAGEMENT AMERICAS, INC. services-advertising | 1.05M | 3.42% | 3.42% | $44.46B | May 7, 2025 | ▲ 429.5K |
SUMITOMO MITSUI TRUST HOLDINGS, INC. services-advertising | 1.04M | 3.39% | 3.39% | $44.05B | Apr 25, 2025 | ▲ 419.5K |
BLACKROCK, INC. services-advertising | 1.01M | 3.27% | 3.27% | $42.52B | May 2, 2025 | ▼ 1.4K |
ARK INVESTMENT MANAGEMENT LLC services-advertising | 704.3K | 2.29% | 2.29% | $29.72B | May 7, 2025 | ▲ 528.1K |
NOTABLE CAPITAL MANAGEMENT, L.L.C. services-advertising | 499.4K | 1.62% | 1.62% | $21.07B | May 15, 2025 | NEW |
CITIGROUP INC services-advertising | 334.5K | 1.09% | 1.09% | $14.11B | May 12, 2025 | ▲ 321.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
24
Increased
+2.98M shares6
New Positions
first time holders17
Decreased
−1.23M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.75M
+2.98M / −1.23M
Net new holders
+13
6 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 68.3% 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 14.26% of outstanding shares — as of March 31, 2025.
A total of 116 institutional investors currently hold IBTA stock, with a combined institutional value of approximately $769,271,014 as of the most recent 13F filing period.
Frequently asked questions
IBTA ownershipIbotta, Inc. (IBTA) is primarily owned by institutional investors, who hold approximately 68.3% of shares. The largest shareholder is KOCH, INC. with a 14.26% stake. Company insiders hold 65.50%. Data sourced from SEC Form 13F as of March 31, 2025.