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Ibotta shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ibotta (IBTA) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ibotta

Tip: Access up to 7 years of quarterly data

All positions including Ibotta held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ibotta by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 45k 27.85

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ibotta

Koch
Vanguard Group
D. E. Shaw & Co
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
BlackRock
ARK Investment Management
Hsbc Holdings
Jpmorgan Chase & Co
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Notable Capital Management
Geode Capital Management
State Street Corporation
UBS Group

View all funds holding Ibotta