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International Business Machines (IBM) Institutional Ownership

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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)
1953
Total
Institutional Inflows
(last 12 months)
$14.96B
Number of
Institutional Sellers
(last 12 months)
1465
Total
Institutional Outflows
(last 12 months)
$6.19B
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IBM Institutional Buying and Selling by Quarter

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International Business Machines Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP231,021$50.79M0.0%+1.4%0.025%
3/24/2025Mascagni Wealth Management Inc.196$43K0.0%N/A0.000%
3/21/2025Prostatis Group LLC1,865$410K0.1%-4.4%0.000%
3/19/2025DSG Capital Advisors LLC1,693$372K0.1%N/A0.000%
3/18/2025Triton Wealth Management PLLC1,274$271K0.1%+23.0%0.000%
3/18/2025111 Capital1,327$292K0.1%N/A0.000%
3/18/2025Thoma Capital Management LLC5,214$1.15M0.8%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC908,083$199.62M0.4%+16.5%0.098%
3/17/2025 NorthCrest Asset Manangement LLC86,796$19.08M0.6%+0.1%0.009%
3/14/2025Tableaux LLC1,753$385K0.3%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.4,671$1.03M1.0%N/A0.001%
3/12/2025 Centaurus Financial Inc.4,601$1.01M0.1%-42.0%0.000%
3/10/2025 Old North State Trust LLC6,109$1.34M0.9%+38.9%0.001%
3/10/2025 Capstone Triton Financial Group LLC6,990$1.54M1.0%+1.9%0.001%
3/6/2025 IronOak Wealth LLC.1,068$235K0.3%N/A0.000%
3/6/2025 Elite Financial Inc.3,064$673K0.4%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC347$76K0.0%N/A0.000%
3/6/2025 Kilter Group LLC6,385$1.40M0.9%N/A0.001%
3/5/2025 Castle Rock Wealth Management LLC13,775$3.03M0.7%+6.5%0.001%
3/4/2025 Birmingham Capital Management Co. Inc. AL30,858$6.78M2.5%-11.3%0.003%
3/4/2025 Smith Shellnut Wilson LLC ADV2,725$599K0.3%+7.8%0.000%
3/4/2025 Siemens Fonds Invest GmbH9,863$2.17M0.1%-53.8%0.001%
3/3/2025 American Investment Services Inc.16,524$3.63M0.6%-22.5%0.002%
2/28/2025 BridgePort Financial Solutions LLC1,700$374K0.2%N/A0.000%
2/28/2025 Park Square Financial Group LLC194$43K0.0%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.1,127$248K0.2%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH771,602$169.62M0.3%N/A0.083%
2/28/2025 Brooklyn FI LLC2,000$455K0.1%N/A0.000%
2/27/2025 Fidelity D & D Bancorp Inc.39,922$8.78M5.8%-0.2%0.004%
2/27/2025 Brucke Financial Inc.1,677$369K0.3%N/A0.000%
2/27/2025 REAP Financial Group LLC415$91K0.0%+190.2%0.000%
2/27/2025Jefferies Financial Group Inc.40,798$8.97M0.0%+53.4%0.004%
2/27/2025 Carolinas Wealth Consulting LLC1,455$320K0.1%-42.1%0.000%
2/26/2025 Yoffe Investment Management LLC11,731$2.58M3.7%N/A0.001%
2/26/2025 LifeWealth Investments LLC2,048$450K0.3%N/A0.000%
2/26/2025 LM Advisors LLC8,358$1.84M0.3%+231.7%0.001%
2/25/2025 Heck Capital Advisors LLC402$88K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC2,205$485K0.3%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.80,271$17.65M0.6%-2.9%0.009%
2/25/2025 Armis Advisers LLC1,235$271K0.0%N/A0.000%
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2/25/2025 Shufro Rose & Co. LLC73,168$16.09M1.2%-0.2%0.008%
2/25/2025 Integrated Advisors Network LLC8,983$1.98M0.1%-46.2%0.001%
2/24/2025 Liberty Square Wealth Partners LLC1,081$238K0.1%N/A0.000%
2/24/2025 Ameriflex Group Inc.948$208K0.1%N/A0.000%
2/24/2025 United Advisor Group LLC5,667$1.25M0.2%-3.2%0.001%
2/24/2025 Sunbeam Capital Management LLC1,042$229K0.2%N/A0.000%
2/24/2025 Challenger Wealth Management1,811$398K0.3%N/A0.000%
2/21/2025 Ascent Group LLC14,808$3.26M0.2%+13.2%0.002%
2/21/2025 Gould Capital LLC500$110K0.1%-30.7%0.000%
2/21/2025 WNY Asset Management LLC1,825$401K0.0%-27.6%0.000%
2/21/2025 Fidelity D & D Bancorp Inc.39,922$8.78M6.4%-0.2%0.004%
2/21/2025 Putney Financial Group LLC5,786$1.27M0.9%N/A0.001%
2/21/2025 Vermillion Wealth Management Inc.527$116K0.1%N/A0.000%
2/20/2025 Mackenzie Financial Corp443,233$97.44M0.1%+10.6%0.048%
2/20/2025 Forum Financial Management LP8,270$1.82M0.0%+22.3%0.001%
2/20/2025 Griffith & Werner Inc.4,377$962K0.6%N/A0.000%
2/20/2025 Wealth Management Strategies Inc.2,306$507K0.4%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC760$167K0.4%N/A0.000%
2/20/2025 Castlekeep Investment Advisors LLC6,261$1.38M0.2%N/A0.001%
2/20/2025 Drucker Wealth 3.0 LLC1,995$438K0.1%+4.7%0.000%
2/20/2025 Revisor Wealth Management LLC1,357$304K0.3%-35.1%0.000%
2/19/2025 Formidable Asset Management LLC12,684$2.79M0.5%+73.9%0.001%
2/19/2025 Retirement Planning Group LLC NY1,035$228K0.3%N/A0.000%
2/19/2025 Cache Advisors LLC1,387$305K0.1%N/A0.000%
2/19/2025 Wilson & Boucher Capital Management LLC2,425$533K0.4%-3.1%0.000%
2/19/2025 Pinney & Scofield Inc.824$181K0.1%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC3,209$705K0.1%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio406,122$89.28M0.3%-4.4%0.044%
2/18/2025 Pacific Point Advisors LLC1,140$251K0.2%N/A0.000%
2/18/2025 Western Wealth Management LLC2,962$651K0.2%-82.5%0.000%
2/18/2025 Strait & Sound Wealth Management LLC6,986$1.54M0.7%+1.3%0.001%
2/18/2025 Helium Advisors LLC1,036$228K0.2%N/A0.000%
2/18/2025 Sunbelt Securities Inc.12,921$2.85M0.3%+17.0%0.001%
2/18/2025 GTS Securities LLC9,308$2.05M0.1%-63.1%0.001%
2/18/2025 Fourth Dimension Wealth LLC1,555$342K0.2%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC1,159$255K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.17,898$3.94M0.3%+23.3%0.002%
2/18/2025 Retirement Planning Group LLC3,515$773K0.0%+25.7%0.000%
2/18/2025 Northwest Bank & Trust Co4,609$1.05M0.8%-1.9%0.000%
2/18/2025 Connecticut Wealth Management LLC12,107$2.66M0.1%-1.0%0.001%
2/18/2025 Cornerstone Advisory LLC3,523$774K0.1%+10.3%0.000%
2/18/2025 Inspire Trust Co. N.A.17,000$3.74M1.0%+2.9%0.002%
2/18/2025 Harmony Asset Management LLC3,054$671K0.3%-5.3%0.000%
2/18/2025 Orion Capital Management LLC2,479$545K0.2%-5.7%0.000%
2/18/2025 Monograph Wealth Advisors LLC1,514$333K0.0%-48.1%0.000%
2/18/2025 Novem Group6,276$1.38M0.2%N/A0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp176,395$38.78M0.2%+15.1%0.019%
2/18/2025 Elequin Capital LP1,300$286K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC29,607$6.51M0.1%+49.2%0.003%
2/18/2025 Kolinsky Wealth Management LLC3,379$743K0.5%+3.4%0.000%
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2/18/2025 NCM Capital Management LLC5,806$1.28M0.6%+29.0%0.001%
2/18/2025 Glen Eagle Advisors LLC3,236$711K0.1%+44.7%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC1,320$290K0.1%N/A0.000%
2/18/2025 Mpwm Advisory Solutions LLC1,175$258K0.2%N/A0.000%
2/18/2025 Principal Street Partners LLC29,649$6.52M1.3%-3.3%0.003%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,112,092$1.78B0.4%+9.8%0.877%
2/17/2025 US Financial Advisors LLC1,230$270K0.1%+32.8%0.000%
2/17/2025 USS Investment Management Ltd236,553$52.04M0.4%+129.9%0.026%
2/17/2025 Waverly Advisors LLC41,900$9.21M0.1%+15.8%0.005%
2/17/2025 Whelan Financial1,548$340K0.1%+18.2%0.000%
(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, 3,154 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), BlackRock Inc. ($9.91B), Geode Capital Management LLC ($4.59B), Capital World Investors ($2.63B), and Northern Trust Corp ($2.38B).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 2,736 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), Providence Capital Advisors LLC ($2.81M), and Raymond James Financial Inc. ($2.70M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 143,888,476 shares in the last 24 months. This purchase volume represents approximately $25.17B in transactions.

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

Of the 2,007 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 68,849,971 shares in the last 24 months. This volume of shares sold represents approximately $11.62B in transactions.


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This page (NYSE:IBM) was last updated on 3/25/2025 by MarketBeat.com Staff
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