Ibotta, Inc. — Institutional Ownership
Which tracked institutions hold IBTA, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
18
Funds holding
$99299138
Total value held
Buying
10 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $32013725 | 937170 | -25474 | -2.65% |
| 2 | Citigroup Inc | $22032244 | 644972 | +420 | +0.07% |
| 3 | State Street Corp | $9308156 | 272487 | -12018 | -4.22% |
| 4 | Bank Of America Corp /De/ | $6869165 | 201088 | -38079 | -15.92% |
| 5 | Ubs Group Ag | $5755857 | 168497 | +168497 | NEW BUY |
| 6 | Morgan Stanley | $5619252 | 164498 | -72234 | -30.51% |
| 7 | Goldman Sachs Group Inc | $3610780 | 105702 | -5037 | -4.55% |
| 8 | Barclays Plc | $3462458 | 101360 | +37158 | +57.88% |
| 9 | Northern Trust Corp | $3188256 | 93333 | -35261 | -27.42% |
| 10 | Jpmorgan Chase & Co | $2914862 | 84759 | +66890 | +374.34% |
| 11 | Bank Of New York Mellon Corp | $2031768 | 59478 | +1968 | +3.42% |
| 12 | Invesco Ltd. | $1021008 | 29889 | +29889 | NEW BUY |
| 13 | Franklin Resources Inc | $646650 | 18930 | -7106 | -27.29% |
| 14 | Wells Fargo & Company/Mn | $389116 | 11391 | +4601 | +67.76% |
| 15 | Ameriprise Financial Inc | $356425 | 10434 | +10434 | NEW BUY |
| 16 | Royal Bank Of Canada | $76000 | 2246 | +687 | +44.07% |
| 17 | Us Bancorp \De\ | $2699 | 79 | -54 | -40.60% |
| 18 | Pnc Financial Services Group, Inc. | $717 | 21 | +5 | +31.25% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.