Morgan Stanley
IBTA icon

Morgan Stanley’s Ibotta IBTA Stock Holding History

Morgan Stanley’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.62M Sell
164,498
-72,234
-31% -$2.41M ﹤0.01% 4152
2026
Q1 		$7.09M Buy
236,732
+9,662
+4% +$226K ﹤0.01% 3862
2025
Q4 		$5.16M Sell
227,070
-99,491
-30% -$2.69M ﹤0.01% 4143
2025
Q3 		$9.09M Buy
326,561
+207,545
+174% +$6.51M ﹤0.01% 3625
2025
Q2 		$4.36M Sell
119,016
-338
-0.3% -$15.8K ﹤0.01% 4164
2025
Q1 		$5.04M Sell
119,354
-139,327
-54% -$8.16M ﹤0.01% 3920
2024
Q4 		$16.8M Buy
258,681
+152,402
+143% +$10.6M ﹤0.01% 2923
2024
Q3 		$6.55M Sell
106,279
-5,622
-5% -$340K ﹤0.01% 3747
2024
Q2 		$8.41M Buy
+111,901
New +$10.4M ﹤0.01% 3453

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's IBTA Position: Q2 2026 in Review

Morgan Stanley reduced its Ibotta (IBTA) stake by 31% in Q2 2026, selling an estimated $2.41M and leaving 164,498 shares worth $5.62M. The position accounts for ﹤0.01% of the portfolio, ranked #4152.

Morgan Stanley first reported a position in IBTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.8M in Q4 2024. 146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Morgan Stanley held 164,498 shares of Ibotta worth $5.62M as of Q2 2026.
  • Morgan Stanley sold 72,234 Ibotta shares in Q2 2026, an estimated $2.41M.
  • Ibotta made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4152 holding.
  • Morgan Stanley first reported a position in Ibotta in Q2 2024 and has held it in 9 quarters since.
  • Morgan Stanley's Ibotta position peaked at $16.8M in Q4 2024.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.