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International Business Machines (IBM) Institutional Ownership

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$286.04 +4.04 (+1.43%)
Closing price 07/18/2025 03:59 PM Eastern
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$286.88 +0.83 (+0.29%)
As of 07:18 AM Eastern
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Institutional Ownership Changes (13F Filings) for International Business Machines (NYSE:IBM)

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
2227
Total
Institutional Inflows
(last 12 months)
$18.38B
Number of
Institutional Sellers
(last 12 months)
1658
Total
Institutional Outflows
(last 12 months)
$7.64B
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IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Montgomery Investment Management Inc.37,492$11.05M4.3%-1.1%0.004%
7/18/2025 CHURCHILL MANAGEMENT Corp69,028$20.35M0.2%-0.4%0.007%
7/18/2025 EWA LLC1,620$478K0.2%+20.5%0.000%
7/18/2025 Pinnacle Investment Management Ltd450$133K0.8%N/A0.000%
7/18/2025 Philip James Wealth Mangement LLC18,446$5.44M0.7%-15.9%0.002%
7/18/2025 Warren Street Wealth Advisors LLC1,737$512K0.2%+92.8%0.000%
7/18/2025 Vicus Capital4,430$1.31M0.1%-4.5%0.000%
7/18/2025 Naples Global Advisors LLC17,092$5.04M0.4%+0.9%0.002%
7/18/2025 Parsons Capital Management Inc. RI103,721$30.58M1.9%-1.1%0.011%
7/18/2025 Foundry Financial Group Inc.773$228K0.1%N/A0.000%
7/18/2025 Pure Financial Advisors LLC5,865$1.73M0.0%+23.3%0.001%
7/18/2025 Consolidated Planning Corp26,424$7.79M1.0%+1.8%0.003%
7/18/2025 Robeco Institutional Asset Management B.V.744,436$219.45M0.4%+2.6%0.080%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.39,506$11.65M0.8%-0.2%0.004%
7/18/2025 BSW Wealth Partners4,177$1.23M0.2%N/A0.000%
7/18/2025 Woodward Diversified Capital LLC6,982$2.06M1.0%+5.5%0.001%
7/18/2025 New Wave Wealth Advisors LLC763$225K0.1%N/A0.000%
7/18/2025 USA Financial Formulas770$227K0.0%-15.7%0.000%
7/18/2025 Newman Dignan & Sheerar Inc.9,601$2.83M0.7%-5.8%0.001%
7/18/2025 Heritage Financial Services LLC4,837$1.43M0.1%-1.3%0.001%
7/18/2025 SOA Wealth Advisors LLC.3,526$1.04M0.1%+17.6%0.000%
7/18/2025 Parkwoods Wealth Partners LLC1,195$352K0.2%N/A0.000%
7/18/2025 First Pacific Financial15,982$4.71M0.7%+2,274.7%0.002%
7/18/2025 Trilogy Capital Inc.734$216K0.0%-20.8%0.000%
7/18/2025 QTR Family Wealth LLC1,167$344K0.2%+12.3%0.000%
7/18/2025 Eagle Capital Management LLC861$254K0.1%N/A0.000%
7/18/2025 Trust Co. of Vermont42,928$12.65M0.6%-5.3%0.005%
7/18/2025 Forbes J M & Co. LLP69,696$20.55M1.9%+0.1%0.007%
7/18/2025 Loudon Investment Management LLC3,936$1.16M0.6%-8.0%0.000%
7/18/2025 Lynx Investment Advisory3,495$1.03M0.7%+1.4%0.000%
7/18/2025 Impact Capital Partners LLC1,227$362K0.1%+12.1%0.000%
7/18/2025 Childress Capital Advisors LLC3,095$912K0.2%+26.0%0.000%
7/18/2025 MJT & Associates Financial Advisory Group Inc.232$68K0.1%-13.4%0.000%
7/18/2025 OLD Point Trust & Financial Services N A12,437$3.67M1.4%-14.4%0.001%
7/18/2025 PFG Investments LLC44,261$13.05M0.8%-1.7%0.005%
7/18/2025 Consolidated Portfolio Review Corp9,527$2.81M0.4%+0.7%0.001%
7/18/2025 TABR Capital Management LLC728$215K0.2%N/A0.000%
7/18/2025 LBP AM SA109,484$32.27M0.5%-0.8%0.012%
7/18/2025 Institute for Wealth Management LLC.3,560$1.05M0.1%-2.5%0.000%
7/18/2025 Columbia Asset Management34,146$10.07M2.0%-6.8%0.004%
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7/18/2025 PBMares Wealth Management LLC5,937$1.75M0.3%-1.8%0.001%
7/18/2025 O ROURKE & COMPANY Inc10,654$3.14M1.5%-2.3%0.001%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.34,143$10.07M0.8%+4.8%0.004%
7/18/2025 Cooper Financial Group8,810$2.60M0.3%+3.0%0.001%
7/18/2025 Truist Financial Corp868,060$255.89M0.4%+2.6%0.093%
7/18/2025 Broadway Wealth Solutions Inc.2,397$707K0.4%+11.2%0.000%
7/18/2025 Powers Advisory Group LLC777$229K0.1%N/A0.000%
7/18/2025 Westhampton Capital LLC10,176$3M1.5%+2.0%0.001%
7/18/2025 Lockerman Financial Group Inc.813$240K0.3%N/A0.000%
7/18/2025 First United Bank & Trust3,149$928K0.3%-1.7%0.000%
7/18/2025 Union Bancaire Privee UBP SA21,484$6.33M0.1%+167.5%0.002%
7/17/2025 MBA Advisors LLC5,372$1.58M0.7%-2.6%0.001%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC1,384$408K0.1%-6.7%0.000%
7/17/2025 Chicago Capital LLC14,034$4.14M0.1%+1.6%0.002%
7/17/2025 Emerald Advisors LLC769$227K0.0%N/A0.000%
7/17/2025 Park Place Capital Corp136$40K0.0%-29.9%0.000%
7/17/2025 G&S Capital LLC20,293$5.98M2.4%+61.9%0.002%
7/17/2025 Capital Investment Advisors LLC63,524$18.73M0.3%-1.0%0.007%
7/17/2025 Centennial Wealth Advisory LLC9,406$2.77M0.9%-5.0%0.001%
7/17/2025 Presper Financial Architects LLC5,069$1.49M1.1%N/A0.001%
7/17/2025 Summit Financial Strategies Inc.799$236K0.0%N/A0.000%
7/17/2025 Raleigh Capital Management Inc.1,768$521K0.2%-19.6%0.000%
7/17/2025 Spartan Planning & Wealth Management1,774$523K0.4%+3.1%0.000%
7/17/2025 LexAurum Advisors LLC3,069$905K0.1%-34.2%0.000%
7/17/2025 HB Wealth Management LLC71,770$21.16M0.2%-7.2%0.008%
7/17/2025 Janney Capital Management LLC60,662$17.88M1.2%-0.9%0.007%
7/17/2025 Kavar Capital Partners Group LLC23,362$6.89M1.0%+0.2%0.003%
7/17/2025 Janney Montgomery Scott LLC603,210$177.81M0.5%+1.4%0.065%
7/17/2025 Venture Visionary Partners LLC11,613$3.42M0.1%-12.5%0.001%
7/17/2025 Nicholson Meyer Capital Management Inc.1,715$505K0.4%-6.5%0.000%
7/17/2025 Smith Anglin Financial LLC9,701$2.86M0.3%+0.6%0.001%
7/17/2025 Smith Chas P & Associates PA Cpas2,263$667K0.0%-2.8%0.000%
7/17/2025 Elser Financial Planning Inc902$254K0.0%N/A0.000%
7/17/2025 Baron Silver Stevens Financial Advisors LLC1,479$436K0.1%+30.1%0.000%
7/17/2025 Invesco LLC1,041$307K0.1%-9.2%0.000%
7/17/2025 Prepared Retirement Institute LLC1,060$313K0.2%-16.6%0.000%
7/17/2025 Wolff Wiese Magana LLC2,261$666K0.4%+395.8%0.000%
7/17/2025 Archford Capital Strategies LLC7,018$2.07M0.3%-21.9%0.001%
7/17/2025 New Covenant Trust Company N.A.822$238K0.2%N/A0.000%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,155$635K0.1%-5.4%0.000%
7/17/2025 Moss Adams Wealth Advisors LLC7,560$2.23M0.2%+2.2%0.001%
7/17/2025 GC Wealth Management RIA LLC7,780$2.29M0.2%+683.5%0.001%
7/17/2025 ERn Financial LLC1,227$362K0.1%-10.1%0.000%
7/17/2025 Alpine Bank Wealth Management4,137$1.22M0.2%+1.0%0.000%
7/17/2025 Albion Financial Group UT6,064$1.79M0.1%-4.0%0.001%
7/17/2025 Sound Income Strategies LLC70,019$20.64M1.2%-17.2%0.008%
7/17/2025 Vermillion Wealth Management Inc.206$61K0.0%-61.1%0.000%
7/17/2025 Norris Perne & French LLP MI2,049$604K0.0%-3.3%0.000%
7/17/2025 Capital Insight Partners LLC776$229K0.0%N/A0.000%
7/17/2025 Forefront Wealth Management Inc.734$216K0.2%N/A0.000%
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7/17/2025 Global Trust Asset Management LLC4,237$1.25M0.7%+67.7%0.000%
7/17/2025 Clean Yield Group19,529$5.76M1.7%-7.7%0.002%
7/17/2025 Investment Advisory Services Inc. TX ADV3,722$1.10M0.4%+2.5%0.000%
7/17/2025 Independence Bank of Kentucky4,344$1.28M0.2%-4.4%0.000%
7/17/2025 Moody Lynn & Lieberson LLC14,426$4.25M0.2%+0.3%0.002%
7/17/2025 Lazari Capital Management Inc.1,634$482K0.2%-8.4%0.000%
7/17/2025 Smith Salley Wealth Management14,057$4.14M0.2%-2.0%0.002%
7/17/2025 Addenda Capital Inc.34,722$10.24M0.5%-0.6%0.004%
7/17/2025 City Holding Co.3,608$1.06M0.1%-2.2%0.000%
7/17/2025 Johnson & White Wealth Management LLC4,037$1.19M0.6%-5.2%0.000%
(Data available from 1/1/2016 forward)

IBM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBM shares?

During the previous two years, 3,360 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Vanguard Group Inc. ($23.16B), State Street Corp ($12.31B), BlackRock Inc. ($9.91B), Geode Capital Management LLC ($4.59B), Northern Trust Corp ($2.68B), Capital World Investors ($2.63B), and Morgan Stanley ($2.28B).Learn more on International Business Machines' 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 2,895 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: Norges Bank ($11.85M), Capital World Investors ($9.97M), Vanguard Group Inc. ($8.75M), International Assets Investment Management LLC ($5.34M), GAMMA Investing LLC ($4.40M), GQG Partners LLC ($4.18M), and Nuveen LLC ($3.86M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 81,277,314 shares in the last 24 months. This purchase volume represents approximately $18.38B in transactions.

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

Of the 1,658 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: International Assets Investment Management LLC ($2.71M), Legal & General Group Plc ($2.24M), Ameriprise Financial Inc. ($1.50M), Price T Rowe Associates Inc. MD ($1.13M), Bank of New York Mellon Corp ($887.11K), LSV Asset Management ($874.23K), and Caisse DE Depot ET Placement DU Quebec ($575.01K).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 34,269,914 shares in the last 24 months. This volume of shares sold represents approximately $7.64B in transactions.



This page (NYSE:IBM) was last updated on 7/21/2025 by MarketBeat.com Staff
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