13FBOX
IBOTTA INC · 13F Institutional Holdings
Options Calculator Rankings

IBOTTA INC

IBTA
Institutions
149
Combined AUM (Q2 2026)
$481.7M
Combined Shares (Q2 2026)
14.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+780,393
71 · 32 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
62 · 16 Exit · ≈
⚖️ Net
-354,193
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$481.7M
Institutions
149
New Buys
32
Adds
39
Reduces
46
Exits
16
Unchanged
32
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Koch, Inc.
13.7%14.27%#2$149.9M4.4M$131.5M4.4M00.00%Unchanged
D. E. Shaw & Co., Inc.
0.03%0.03%#10$57.7M1.7M$50.7M1.7M00.00%Unchanged
HSBC HOLDINGS PLC
0.01%0.02%#16$35.7M1.0M$30.6M1.0M+7,234+0.72%Add
BlackRock, Inc.
<0.01%<0.01%#66$32.0M937,170$28.9M962,644-25,474-2.65%Reduce
CITIGROUP INC
0.01%0.01%#25$22.0M644,972$19.2M640,683+4,289+0.67%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#74$18.1M528,841$15.6M519,300+9,541+1.84%Add
Notable Capital Management, L.L.C.
22.27%20.6%#1$11.5M336,042$11.0M367,032-30,990-8.44%Reduce
BNP PARIBAS FINANCIAL MARKETS
0.01%<0.01%#27$11.4M333,106$9.8M327,173+5,933+1.81%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#64$9.5M277,664$8.9M296,563-18,899-6.37%Reduce
STATE STREET CORP
<0.01%<0.01%#88$9.3M272,487$8.5M284,505-12,018-4.22%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#20$7.6M223,083$7.2M239,300-16,217-6.78%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#68$6.9M201,088$7.2M239,167-38,079-15.92%Reduce
DEUTSCHE BANK AG\
<0.01%<0.01%#41$5.9M173,907$8.1M271,425-97,518-35.93%Reduce
UBS Group AG
<0.01%<0.01%#60$5.8M168,497$5.2M173,119-4,622-2.67%Reduce
MORGAN STANLEY
<0.01%<0.01%#86$5.6M164,498$9.1M326,561-162,063-49.63%Reduce
Nuveen, LLC
<0.01%<0.01%#44$5.6M162,509$1.6M52,020+110,489+212.40%Add
AMERICAN CENTURY COMPANIES INC
<0.01%#37$5.1M150,347$00+150,347New Buy
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#43$4.1M120,472$2.9M97,473+22,999+23.60%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.01%0.01%#18$3.8M112,660$4.6M153,980-41,320-26.83%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#85$3.6M105,702$3.3M110,739-5,037-4.55%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#73$3.6M104,801$4.7M158,451-53,650-33.86%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#100$3.5M103,626$3.7M123,324-19,698-15.97%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#87$3.5M102,264$4.3M142,799-40,535-28.39%Reduce
BARCLAYS PLC
<0.01%<0.01%#62$3.5M101,360$1.9M64,202+37,158+57.88%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#72$3.2M94,600$3.1M104,595-9,995-9.56%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#76$3.2M93,333$3.9M128,594-35,261-27.42%Reduce
XTX Topco Ltd
0.04%0.03%#9$3.0M88,350$1.9M64,024+24,326+38.00%Add
Point72 Asset Management, L.P.
<0.01%<0.01%#34$3.0M88,313$1.9M64,129+24,184+37.71%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#53$2.9M86,237$1.4M48,007+38,230+79.63%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#99$2.9M84,759$524,09817,869+66,890+374.34%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#63$2.7M80,198$2.9M95,893-15,695-16.37%Reduce
SAYBROOK CAPITAL /NC
0.52%0.49%#3$2.1M60,258$1.8M60,25800.00%Unchanged
Bank of New York Mellon Corp
<0.01%<0.01%#81$2.0M59,478$1.7M57,510+1,968+3.42%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#102$1.9M56,362$1.8M58,924-2,562-4.35%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#96$1.7M49,983$1.5M48,764+1,219+2.50%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#22$1.5M44,706$1.3M44,773-67-0.15%Reduce
PRIMECAP MANAGEMENT CO/CA/
<0.01%<0.01%#58$1.4M41,735$1.3M41,935-200-0.48%Reduce
TUDOR INVESTMENT CORP ET AL
<0.01%#38$1.4M41,019$00+41,019New Buy
Invesco Ltd.
<0.01%<0.01%#115$1.0M29,889$995,00533,200-3,311-9.97%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#98$902,47326,419$791,77826,41900.00%Unchanged
Mariner, LLC
<0.01%<0.01%#55$897,85426,283$544,40318,165+8,118+44.69%Add
Quantinno Capital Management LP
<0.01%<0.01%#51$894,58226,188$699,65023,345+2,843+12.18%Add
ForthRight Wealth Management, LLC
0.22%0.26%#4$860,14925,180$907,97130,296-5,116-16.89%Reduce
Susquehanna Portfolio Strategies, LLC
0.01%#17$846,14324,770$00+24,770New Buy
Voleon Capital Management LP
0.02%0.02%#15$826,84324,205$951,87731,761-7,556-23.79%Reduce
ExodusPoint Capital Management, LP
0.01%#28$786,05623,011$00+23,011New Buy
OCCUDO QUANTITATIVE STRATEGIES LP
0.04%#7$782,09322,895$00+22,895New Buy
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#57$741,30621,701$450,00015,096+6,605+43.75%Add
Swiss National Bank
<0.01%<0.01%#78$676,36819,800$896,10329,900-10,100-33.78%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#106$646,65018,930$780,29826,036-7,106-27.29%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow