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International Business Machines (IBM) Institutional Ownership

International Business Machines logo
$223.36 -0.56 (-0.25%)
(As of 12/20/2024 05:45 PM ET)
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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)
1709
Total
Institutional Inflows
(last 12 months)
$8.93B
Number of
Institutional Sellers
(last 12 months)
1347
Total
Institutional Outflows
(last 12 months)
$3.57B
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IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.1,094,106$241.89M0.1%+4.5%0.118%
12/16/2024 SMART Wealth LLC3,843$850K0.3%-7.1%0.000%
12/13/2024 Lord Abbett & CO. LLC112,000$24.76M0.1%N/A0.012%
12/13/2024 B. Riley Wealth Advisors Inc.82,645$18.31M0.5%-13.8%0.009%
12/12/2024 Brass Tax Wealth Management Inc.1,126$249K0.1%N/A0.000%
12/11/2024 1ST Source Bank31,244$6.91M0.4%+0.6%0.003%
12/11/2024 Alternative Investment Advisors LLC.10,660$2.36M1.2%+3.0%0.001%
12/10/2024 Birmingham Capital Management Co. Inc. AL34,793$7.69M2.8%+2.5%0.004%
12/10/2024 Garden State Investment Advisory Services LLC1,244$275K0.1%-17.0%0.000%
12/6/2024 Logan Capital Management Inc.121,682$26.90M1.1%+5.2%0.013%
12/6/2024 Retirement Systems of Alabama713,362$157.71M0.6%-8.1%0.077%
12/3/2024 Oddo BHF Asset Management Sas24,406$5.40M0.3%N/A0.003%
12/2/2024 Capasso Planning Partners LLC4,737$1.05M0.3%+31.8%0.001%
12/2/2024 Inspire Trust Co. N.A.16,525$3.65M1.0%+6.4%0.002%
12/2/2024 Beaird Harris Wealth Management LLC937$207K0.0%-24.2%0.000%
11/29/2024 Old North State Trust LLC4,399$973K0.8%+13.6%0.000%
11/27/2024 Franklin Resources Inc.1,622,432$381.68M0.1%+22.9%0.175%
11/26/2024 Peapack Gladstone Financial Corp153,164$33.86M0.5%-4.4%0.017%
11/25/2024 Synovus Financial Corp91,329$20.19M0.2%-2.6%0.010%
11/25/2024 Tidal Investments LLC145,796$32.23M0.3%-9.7%0.016%
11/25/2024 Optimist Retirement Group LLC12,125$2.68M1.2%+0.6%0.001%
11/25/2024 Blankinship & Foster LLC77,980$17.24M2.8%+5,903.1%0.008%
11/25/2024 Destination Wealth Management2,299$508K0.0%+10.7%0.000%
11/25/2024 Wilmington Savings Fund Society FSB92,363$20.42M0.4%+333.4%0.010%
11/25/2024 Arvest Bank Trust Division14,719$3.25M0.2%N/A0.002%
11/25/2024 World Investment Advisors LLC12,593$2.78M0.1%+63.4%0.001%
11/25/2024 Sanctuary Advisors LLC317,692$70.84M0.4%+32.5%0.034%
11/25/2024 Pine Valley Investments Ltd Liability Co21,381$4.73M0.3%-3.2%0.002%
11/22/2024 Stock Yards Bank & Trust Co.23,851$5.27M0.2%-2.8%0.003%
11/22/2024 Capstone Capital LLC1,126$249K0.2%N/A0.000%
11/22/2024 Boyar Asset Management Inc.1,641$363K0.2%-8.4%0.000%
11/21/2024 Anchor Investment Management LLC7,799$1.72M0.2%+1.9%0.001%
11/21/2024 Te Ahumairangi Investment Management Ltd33,340$7.33M1.3%-16.1%0.004%
11/20/2024 Diamant Asset Management Inc.1,610$356K0.2%+11.0%0.000%
11/20/2024 SOA Wealth Advisors LLC.3,140$694K0.1%+4.6%0.000%
11/20/2024 Westside Investment Management Inc.919$188K0.0%+12.2%0.000%
11/20/2024 Virtu Financial LLC3,465$766K0.0%N/A0.000%
11/20/2024 Bard Financial Services Inc.12,390$2.74M0.3%-59.9%0.001%
11/20/2024 Passumpsic Savings Bank2,045$452K0.3%+3.8%0.000%
11/19/2024 Citizens Business Bank2,882$637K0.1%-17.4%0.000%
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11/19/2024 Unigestion Holding SA142,387$31.47M1.5%-50.6%0.015%
11/19/2024 TCW Group Inc.694,520$153.54M1.3%+8.6%0.075%
11/19/2024 Hohimer Wealth Management LLC1,075$238K0.1%N/A0.000%
11/18/2024 Soltis Investment Advisors LLC3,090$683K0.1%-9.6%0.000%
11/18/2024 Rehmann Capital Advisory Group10,493$2.32M0.2%+3.2%0.001%
11/18/2024 Fortem Financial Group LLC3,790$838K0.3%N/A0.000%
11/18/2024 Arete Wealth Advisors LLC13,130$2.90M0.2%-9.2%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky222,757$49.25M0.4%+6.2%0.024%
11/18/2024 Sunbelt Securities Inc.11,048$2.44M0.2%-2.5%0.001%
11/18/2024 Toronto Dominion Bank436,192$96.43M0.2%-18.4%0.047%
11/18/2024 Empire Financial Management Company LLC30,096$6.65M2.0%-9.1%0.003%
11/18/2024 Wilson & Boucher Capital Management LLC2,502$553K0.4%-2.0%0.000%
11/18/2024 Gould Capital LLC721$159K0.1%+16.3%0.000%
11/18/2024 RB Capital Management LLC1,088$241K0.1%-18.3%0.000%
11/18/2024 Orion Capital Management LLC2,629$581K0.3%+1.9%0.000%
11/18/2024 FRG Family Wealth Advisors LLC968$214K0.0%N/A0.000%
11/18/2024 First Dallas Securities Inc.19,207$4.25M1.8%-4.2%0.002%
11/16/2024 Geode Capital Management LLC20,482,147$4.52B0.4%-0.2%2.215%
11/15/2024 Insight Inv LLC14,104$3.12M2.6%-3.9%0.002%
11/15/2024 Frisch Financial Group Inc.1,456$322K0.1%-4.8%0.000%
11/15/2024 Brophy Wealth Management LLC2,526$559K0.2%N/A0.000%
11/15/2024 High Falls Advisors Inc1,083$239K0.1%-14.7%0.000%
11/15/2024 Resources Management Corp CT ADV26,626$5.89M0.8%-1.0%0.003%
11/15/2024 Continuum Advisory LLC4,068$850K0.1%-16.2%0.000%
11/15/2024 LRI Investments LLC4,416$923K0.1%+7.5%0.000%
11/15/2024 Drucker Wealth 3.0 LLC1,905$421K0.1%+24.7%0.000%
11/15/2024 Public Employees Retirement System of Ohio424,726$93.90M0.4%-0.6%0.046%
11/15/2024 SGL Investment Advisors Inc.21,699$4.54M2.3%N/A0.002%
11/15/2024 EWA LLC1,174$245K0.1%+6.6%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank2,223$491K0.0%-4.4%0.000%
11/15/2024 Groupama Asset Managment13,277$29K0.0%-28.9%0.001%
11/15/2024 Roffman Miller Associates Inc. PA7,614$1.68M0.1%+19.1%0.001%
11/15/2024 Nomura Asset Management Co. Ltd.512,486$113.30M0.3%+5.0%0.055%
11/15/2024 MML Investors Services LLC165,628$36.62M0.1%+4.4%0.018%
11/15/2024 Hodges Capital Management Inc.51,033$11.28M0.7%+29.6%0.006%
11/15/2024 First National Bank of Omaha8,371$1.85M0.1%-1.3%0.001%
11/15/2024 Montchanin Asset Management LLC1,765$390K0.4%+47.1%0.000%
11/15/2024 Headinvest LLC5,250$1.16M0.2%-4.1%0.001%
11/15/2024 Kimelman & Baird LLC103,304$22.84M1.8%+0.1%0.011%
11/15/2024 Dunhill Financial LLC238$53K0.0%+68.8%0.000%
11/15/2024 Bontempo Ohly Capital Mgmt LLC20,529$4.54M2.1%-1.0%0.002%
11/15/2024 Delos Wealth Advisors LLC4,200$929K0.8%+13.5%0.000%
11/15/2024 Orion Portfolio Solutions LLC49,678$10.98M0.2%+4.6%0.005%
11/15/2024 XTX Topco Ltd21,923$4.85M0.4%N/A0.002%
11/15/2024 Zacks Investment Management399,553$88.33M0.8%+41.2%0.043%
11/15/2024 iA Global Asset Management Inc.2,142$474K0.0%-42.7%0.000%
11/15/2024 EP Wealth Advisors LLC35,081$7.76M0.1%+11.4%0.004%
11/15/2024 United Services Automobile Association21,163$4.68M0.1%-17.8%0.002%
11/15/2024 Insigneo Advisory Services LLC10,033$2.22M0.2%+6.8%0.001%
11/15/2024 Kovitz Investment Group Partners LLC101,656$22.47M0.1%+58.8%0.011%
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11/15/2024 Voya Financial Advisors Inc.1,950$431K0.0%-20.2%0.000%
11/15/2024 Wellington Management Group LLP227,815$50.37M0.0%+5.0%0.025%
11/15/2024 Weaver Consulting Group2,496$552K0.2%-7.9%0.000%
11/15/2024 Texas Capital Bank Wealth Management Services Inc2,486$550K0.1%-6.5%0.000%
11/15/2024 Stansberry Asset Management LLC6,999$1.55M0.2%-15.7%0.001%
11/15/2024 State Street Corp55,671,883$12.31B0.5%+2.2%6.021%
11/15/2024 Stifel Financial Corp1,922,127$424.96M0.4%+0.5%0.208%
11/15/2024 SYM FINANCIAL Corp1,803$399K0.1%+6.0%0.000%
11/15/2024 Safe Harbor Fiduciary LLC3,500$774K0.7%N/A0.000%
11/15/2024 SageView Advisory Group LLC6,829$1.51M0.1%-17.1%0.001%
(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, 2,884 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. ($16.83B), State Street Corp ($12.31B), BlackRock Inc. ($9.91B), Geode Capital Management LLC ($4.52B), Morgan Stanley ($2.28B), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.63B).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 2,477 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 ($6.23M), Vanguard Group Inc. ($5.91M), International Assets Investment Management LLC ($5.39M), Providence Capital Advisors LLC ($2.81M), Holocene Advisors LP ($2.59M), and Envestnet Asset Management Inc. ($2.52M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 116,929,285 shares in the last 24 months. This purchase volume represents approximately $18.31B in transactions.

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

Of the 1,885 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), Franklin Resources Inc. ($3.85M), LSV Asset Management ($2.00M), Envestnet Asset Management Inc. ($1.94M), Swiss National Bank ($1.16M), FMR LLC ($1.13M), and Deutsche Bank AG ($988.07K).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 61,450,857 shares in the last 24 months. This volume of shares sold represents approximately $9.26B in transactions.


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This page (NYSE:IBM) was last updated on 12/21/2024 by MarketBeat.com Staff
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