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International Business Machines (IBM) Institutional Ownership

International Business Machines logo
$239.15 +3.67 (+1.56%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for International Business Machines (NYSE:IBM)

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
1961
Total
Institutional Inflows
(last 12 months)
$16.03B
Number of
Institutional Sellers
(last 12 months)
1470
Total
Institutional Outflows
(last 12 months)
$6.23B
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IBM Institutional Buying and Selling by Quarter

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International Business Machines Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Sivia Capital Partners LLC1,752$436K0.2%+18.4%0.000%
4/14/2025Gemmer Asset Management LLC1,512$376K0.0%-17.5%0.000%
4/11/2025Perkins Coie Trust Co18,443$4.59M1.0%-2.5%0.002%
4/11/2025First City Capital Management Inc.9,753$2.43M1.5%-2.2%0.001%
4/11/2025Piscataqua Savings Bank3,398$845K0.7%+12.8%0.000%
4/11/2025Godsey & Gibb Inc.116,628$29.00M2.8%-2.8%0.013%
4/11/2025Persium Advisors LLC3,160$786K0.7%+2.3%0.000%
4/11/2025Holland Advisory Services Inc.1,445$359K0.5%+12.0%0.000%
4/11/2025Joule Financial LLC7,514$1.87M0.7%-0.7%0.001%
4/11/2025Intergy Private Wealth LLC4,746$1.18M0.4%+1.3%0.001%
4/11/2025Gateway Investment Advisers LLC40,401$10.05M0.1%+634.4%0.004%
4/11/2025Vanguard Capital Wealth Advisors960$239K0.3%+5.5%0.000%
4/11/2025Blue Zone Wealth Advisors LLC880$219K0.1%-20.0%0.000%
4/11/2025Independence Bank of Kentucky4,544$1.13M0.2%-15.0%0.000%
4/11/2025KFG Wealth Management LLC1,206$300K0.1%-7.6%0.000%
4/11/2025Hudson Valley Investment Advisors Inc. ADV30,808$7.66M0.9%+133.2%0.003%
4/11/2025Tealwood Asset Management Inc.2,068$514K0.2%-16.4%0.000%
4/11/2025First Affirmative Financial Network2,913$724K0.4%-6.7%0.000%
4/11/2025Impact Capital Partners LLC1,095$272K0.1%-11.2%0.000%
4/11/2025Horizon Wealth Management LLC2,750$684K0.1%+8.9%0.000%
4/11/2025Tower Wealth Partners Inc.2,503$622K0.3%+5.3%0.000%
4/11/2025Pines Wealth Management LLC9,934$2.47M1.1%+3.5%0.001%
4/11/2025Sovereign Financial Group Inc.4,600$1.14M0.3%-4.5%0.000%
4/11/2025Eagle Rock Investment Company LLC13,364$3.32M0.6%-16.2%0.001%
4/11/2025SeaCrest Wealth Management LLC11,929$2.97M0.3%-0.9%0.001%
4/11/2025Sandbox Financial Partners LLC8,980$2.23M0.8%+1.0%0.001%
4/11/2025Procyon Advisors LLC15,205$3.78M0.2%+25.5%0.002%
4/11/2025AGH Wealth Advisors LLC839$209K0.2%N/A0.000%
4/11/2025Next Level Private LLC21,677$5.39M2.0%+0.5%0.002%
4/11/2025Magnus Financial Group LLC3,672$913K0.1%+33.0%0.000%
4/11/2025Insight Advisors LLC PA5,304$1.32M0.2%-1.9%0.001%
4/11/2025KRS Capital Management LLC1,990$495K0.4%+49.2%0.000%
4/11/2025Consilio Wealth Advisors LLC1,113$277K0.1%+9.5%0.000%
4/11/2025Avity Investment Management Inc.3,445$857K0.1%+4.6%0.000%
4/11/2025Northwest Financial Advisors3,927$977K0.8%+10.1%0.000%
4/11/2025626 Financial LLC2,118$527K0.3%-18.2%0.000%
4/11/2025Curat Global LLC2,971$739K0.9%N/A0.000%
4/11/2025Generali Investments Management Co LLC5,567$1.38M0.4%+73.6%0.001%
4/11/2025Signal Advisors Wealth LLC2,136$531K0.1%-15.2%0.000%
4/11/2025Foster Group Inc.2,387$593K0.0%+17.9%0.000%
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4/11/2025Vest Financial LLC281,112$69.90M1.1%-2.7%0.030%
4/11/2025Annex Advisory Services LLC12,379$3.08M0.1%+853.7%0.001%
4/10/2025 Breakwater Capital Group4,766$1.19M0.2%+45.3%0.001%
4/10/2025 Retirement Planning Group LLC3,698$919K0.0%+5.2%0.000%
4/10/2025 Chatham Capital Group Inc.3,815$949K0.2%-8.2%0.000%
4/10/2025 Charles Schwab Trust Co3,250$808K0.1%-1.5%0.000%
4/10/2025 Chesley Taft & Associates LLC20,498$5.10M0.2%+0.2%0.002%
4/10/2025 Thrive Wealth Management LLC5,759$1.43M0.3%-10.0%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.7,085$1.76M0.3%+5.7%0.001%
4/10/2025 Steigerwald Gordon & Koch Inc.99,591$24.76M2.8%-1.6%0.011%
4/10/2025 Boltwood Capital Management2,692$669K0.2%-3.2%0.000%
4/10/2025 Lake Street Private Wealth LLC7,024$1.75M0.3%-2.5%0.001%
4/10/2025 Diligent Investors LLC9,136$2.27M0.6%+3.4%0.001%
4/10/2025 KWB Wealth2,341$582K0.1%+4.6%0.000%
4/10/2025 Gilman Hill Asset Management LLC5,010$1.25M0.2%-89.1%0.001%
4/10/2025 Fermata Advisors LLC820$204K0.0%N/A0.000%
4/10/2025 Naples Global Advisors LLC16,937$4.21M0.4%+2.2%0.002%
4/10/2025 LS Investment Advisors LLC4,010$997K0.2%-27.0%0.000%
4/10/2025 L. Roy Papp & Associates LLP5,558$1.38M0.2%-6.1%0.001%
4/10/2025 Columbia Asset Management36,654$9.11M1.8%-70.4%0.004%
4/10/2025 Beacon Financial Group2,938$731K0.1%-4.0%0.000%
4/10/2025 Warren Street Wealth Advisors LLC901$224K0.1%N/A0.000%
4/10/2025 Matrix Trust Co1,968$489K0.1%+23.7%0.000%
4/10/2025 Johnson & White Wealth Management LLC4,259$1.06M0.6%-1.7%0.000%
4/10/2025 Secure Asset Management LLC3,659$910K0.2%-13.1%0.000%
4/10/2025 Portside Wealth Group LLC12,954$3.22M0.6%+1.6%0.001%
4/10/2025 Park Edge Advisors LLC6,577$1.64M0.5%+35.2%0.001%
4/10/2025 Long Run Wealth Advisors LLC6,623$1.65M0.4%+6.6%0.001%
4/10/2025 TruWealth Advisors LLC101,010$25.12M1.5%-18.5%0.011%
4/10/2025 Wealth Alliance Advisory Group LLC1,422$354K0.1%-25.8%0.000%
4/10/2025 Veracity Capital LLC4,339$1.08M0.4%-9.6%0.000%
4/10/2025 Nixon Peabody Trust Co.1,029$256K0.0%N/A0.000%
4/10/2025 Teamwork Financial Advisors LLC3,050$759K0.1%-1.8%0.000%
4/10/2025 Benin Management CORP5,256$1.31M0.4%-1.6%0.001%
4/10/2025 Strategic Planning Group LLC28,158$7.00M1.4%-18.0%0.003%
4/10/2025 SS&H Financial Advisors Inc.24,815$6.17M2.3%-1.0%0.003%
4/10/2025 Contravisory Investment Management Inc.3,351$833K0.2%+49.1%0.000%
4/10/2025 TrueWealth Advisors LLC4,597$1.14M0.4%-2.4%0.000%
4/10/2025 Amplius Wealth Advisors LLC2,595$645K0.1%-5.9%0.000%
4/10/2025 Apella Capital LLC6,592$1.55M0.1%+33.2%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.25,388$6.31M0.3%-1.0%0.003%
4/10/2025 Romano Brothers AND Company35,977$8.95M1.2%-0.3%0.004%
4/10/2025 Bremer Bank National Association26,727$6.65M1.2%+11.4%0.003%
4/10/2025 Silverberg Bernstein Capital Management LLC11,400$2.84M2.6%-4.2%0.001%
4/10/2025 CGN Advisors LLC916$228K0.0%N/A0.000%
4/10/2025 Unigestion Holding SA115,974$28.84M1.7%-7.3%0.013%
4/10/2025 Bridge Creek Capital Management LLC4,402$1.10M0.3%-1.3%0.000%
4/10/2025 Whipplewood Advisors LLC189$47K0.0%-38.8%0.000%
4/10/2025 Smith Anglin Financial LLC9,639$2.40M0.3%+0.8%0.001%
4/9/2025 Selway Asset Management1,800$448K0.2%-49.3%0.000%
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4/9/2025 Bank & Trust Co296$74K0.1%-21.3%0.000%
4/9/2025 Kwmg LLC30,133$7.49M0.8%-2.7%0.003%
4/9/2025 RFG Advisory LLC16,818$4.18M0.1%-41.9%0.002%
4/9/2025 Chickasaw Capital Management LLC850$211K0.0%N/A0.000%
4/9/2025 Capital Asset Advisory Services LLC7,076$1.77M0.1%-16.9%0.001%
4/9/2025 InvesTrust33,623$8.36M2.3%-5.8%0.004%
4/9/2025 Fulton Bank N.A.28,950$7.20M0.3%-5.6%0.003%
4/9/2025 HBW Advisory Services LLC3,480$865K0.1%-8.1%0.000%
4/9/2025 ST Germain D J Co. Inc.11,040$2.75M0.1%-2.3%0.001%
4/9/2025 Merit Financial Group LLC28,176$7.01M0.1%+35.3%0.003%
(Data available from 1/1/2016 forward)

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IBM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBM shares?

During the previous two years, 3,160 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Aspire Private Capital LLC ($86.47B), Vanguard Group Inc. ($20.19B), State Street Corp ($12.31B), GAMMA Investing LLC ($10.94B), BlackRock Inc. ($9.91B), Geode Capital Management LLC ($4.59B), and Capital World Investors ($2.63B).Learn more on IBM's institutional investors.

What percentage of International Business Machines stock is owned by institutional investors?

58.96% of International Business Machines stock is owned by institutional investors. Learn more on IBM's institutional investor holdings.

Which institutional investors have been buying International Business Machines stock?

Of the 2,738 institutional investors that purchased International Business Machines stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($17.78M), Norges Bank ($11.85M), Capital World Investors ($9.97M), Vanguard Group Inc. ($7.45M), International Assets Investment Management LLC ($5.34M), GAMMA Investing LLC ($4.40M), and Providence Capital Advisors LLC ($2.81M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 148,090,607 shares in the last 24 months. This purchase volume represents approximately $26.26B in transactions.

Which International Business Machines major shareholders have been selling company stock?

Of the 2,015 institutional investors that sold International Business Machines stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($12.30M), International Assets Investment Management LLC ($2.73M), Legal & General Group Plc ($2.48M), Envestnet Asset Management Inc. ($1.94M), Ameriprise Financial Inc. ($1.67M), FMR LLC ($1.50M), and Bank of New York Mellon Corp ($1.30M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 69,034,453 shares in the last 24 months. This volume of shares sold represents approximately $11.69B in transactions.



This page (NYSE:IBM) was last updated on 4/14/2025 by MarketBeat.com Staff
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