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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
2026-03-31 $1.3M 45k 29.97
2025-12-31 $1.0M 45k 22.73
2025-09-30 $1.2M 45k 27.85

More positions owned by United Capital Financial Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Ibotta

Koch
D. E. Shaw & Co
Vanguard Group
Hsbc Holdings
BlackRock
Citigroup
Vanguard Capital Management
Notable Capital Management
Bnp Paribas Arbitrage, Snc
Geode Capital Management
State Street Corporation
Deutsche Bank Aktiengesellschaft
Renaissance Technologies
Bank of America Corporation
Morgan Stanley

View all funds holding Ibotta