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Sumitomo Mitsui group reports 1.5% Ibotta (IBTA) stake via Amova unit

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Ibotta, Inc. received an amended Schedule 13G/A from Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd., reporting beneficial ownership of 341,265 shares of Class A common stock, or 1.5% of the class.

Both reporting persons have no sole voting or dispositive power over these shares; all voting and dispositive power is shared over the same 341,265 shares. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Sumitomo Mitsui Trust Group, Inc.
Signature:/s/ Hideaki Takamiya
Name/Title:Senior Manager of Risk Management Dept
Date:02/05/2026
Amova Asset Management Co., Ltd.
Signature:/s/ Atsushi Ohya
Name/Title:Head of Business Regulatory Compliance
Date:02/05/2026

FAQ

How much of Ibotta, Inc. (IBTA) stock does Sumitomo Mitsui Trust Group report owning?

Sumitomo Mitsui Trust Group, Inc. reports beneficial ownership of 341,265 shares of Ibotta Class A common stock, representing 1.5% of the class. This ownership is reported on a shared basis, with no sole voting or dispositive power over any of the shares.

Who are the reporting persons in the Ibotta (IBTA) Schedule 13G/A Amendment No. 1?

The reporting persons are Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd., both organized in Japan. They report beneficial ownership as parent holding companies, with the securities owned or deemed owned through their subsidiary Amova Asset Management Americas, Inc., an investment adviser.

What percentage of Ibotta (IBTA) Class A common stock is reported as owned in this Schedule 13G/A?

The filing states beneficial ownership of 341,265 shares of Ibotta Class A common stock, representing 1.5% of the outstanding class. The reporting persons also indicate they own 5 percent or less of the class, consistent with the relatively small reported stake.

Do the reporting persons seek to influence control of Ibotta, Inc. (IBTA) with this stake?

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta. It also notes they are not held in connection with any transaction having that control-related purpose or effect.

How is voting and dispositive power over Ibotta (IBTA) shares allocated for the reporting persons?

Both Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd. report zero sole voting and dispositive power. Each reports shared voting power over 341,265 shares and shared dispositive power over the same 341,265 shares, matching the total beneficially owned amount.

Which entity actually holds the Ibotta (IBTA) shares referenced in this Schedule 13G/A?

The filing explains that securities reported by Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd. are owned, or may be deemed beneficially owned, by their subsidiary Amova Asset Management Americas, Inc., which is classified as an investment adviser under Rule 240.13d-1(b)(1)(ii)(E).
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