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International Business Machines (IBM) Institutional Ownership

International Business Machines logo
$224.73 +2.07 (+0.93%)
As of 01/17/2025 03:59 PM 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)
1711
Total
Institutional Inflows
(last 12 months)
$8.96B
Number of
Institutional Sellers
(last 12 months)
1328
Total
Institutional Outflows
(last 12 months)
$4.22B
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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
1/17/2025 Cerro Pacific Wealth Advisors LLC2,068$457K0.2%-11.5%0.000%
1/17/2025 Lifestyle Asset Management Inc.2,098$461K0.3%-4.9%0.000%
1/17/2025 Veracity Capital LLC4,798$1.06M0.4%-2.8%0.001%
1/17/2025 Secure Asset Management LLC4,209$925K0.1%+55.1%0.000%
1/17/2025 Red Door Wealth Management LLC5,141$1.13M0.2%+15.9%0.001%
1/17/2025 IVC Wealth Advisors LLC6,155$1.35M0.8%-12.1%0.001%
1/17/2025 Donoghue Forlines LLC6,676$1.47M0.5%-64.1%0.001%
1/17/2025 Capital Planning Advisors LLC29,693$6.53M1.0%+3.5%0.003%
1/17/2025 Goldstein Advisors LLC1,932$425K0.1%+58.8%0.000%
1/17/2025 Avior Wealth Management LLC8,176$1.76M0.1%+1.4%0.001%
1/17/2025 Bill Few Associates Inc.15,450$3.40M1.2%+0.5%0.002%
1/17/2025 Teamwork Financial Advisors LLC3,107$683K0.1%-54.4%0.000%
1/17/2025 Raleigh Capital Management Inc.9,296$2.04M0.8%-3.9%0.001%
1/17/2025 Adirondack Trust Co.8,364$1.84M0.7%-1.5%0.001%
1/17/2025 Mutual Advisors LLC38,184$8.50M0.2%+0.9%0.004%
1/17/2025 Olistico Wealth LLC3,740$822K0.5%+13.7%0.000%
1/17/2025 Traynor Capital Management Inc.1,319$290K0.0%N/A0.000%
1/17/2025 Independent Wealth Network Inc.1,337$294K0.1%+22.3%0.000%
1/17/2025 Janney Montgomery Scott LLC626,101$137.64M0.4%-1.9%0.068%
1/17/2025 Paragon Financial Partners Inc.1,545$340K0.3%-6.1%0.000%
1/17/2025 Kelleher Financial Advisors1,401$308K0.1%+10.1%0.000%
1/17/2025 Janney Capital Management LLC85,329$18.76M1.2%-15.8%0.009%
1/17/2025 Magnus Financial Group LLC2,761$607K0.1%-1.9%0.000%
1/17/2025 Daymark Wealth Partners LLC208,720$45.88M1.5%-2.0%0.023%
1/17/2025 Investment Advisory Group LLC2,648$582K0.2%-16.2%0.000%
1/17/2025 Phoenix Wealth Advisors2,173$478K0.2%+9.9%0.000%
1/17/2025 Eagle Wealth Strategies LLC1,707$375K0.3%-3.9%0.000%
1/17/2025 Global Trust Asset Management LLC3,699$813K0.3%-4.6%0.000%
1/17/2025 Advisory Alpha LLC7,359$1.62M0.1%-8.4%0.001%
1/17/2025 West Branch Capital LLC2,305$507K0.2%+151.9%0.000%
1/17/2025 Dakota Wealth Management46,071$10.13M0.2%-34.2%0.005%
1/17/2025 Braun Bostich & Associates Inc.1,049$231K0.2%-4.8%0.000%
1/17/2025 XML Financial LLC34,053$7.49M0.7%-1.1%0.004%
1/17/2025 Nisa Investment Advisors LLC218,699$48.08M0.2%+13.1%0.024%
1/17/2025 Traphagen Investment Advisors LLC4,178$919K0.1%+31.5%0.000%
1/17/2025 Simon Quick Advisors LLC7,771$1.71M0.1%+8.2%0.001%
1/17/2025 Red Spruce Capital LLC8,051$1.77M0.8%+2.8%0.001%
1/17/2025 Beaumont Financial Advisors LLC9,224$2.03M0.2%+3.1%0.001%
1/17/2025 Proquility Private Wealth Partners LLC14,546$3.20M1.0%+4.3%0.002%
1/17/2025 Roberts Wealth Advisors LLC911$200K0.1%N/A0.000%
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1/17/2025 Fort Washington Investment Advisors Inc. OH367,589$80.81M0.5%-36.4%0.040%
1/17/2025 Exchange Bank7,898$1.74M1.4%+2.2%0.001%
1/17/2025 Atomi Financial Group Inc.25,235$5.55M0.3%+8.3%0.003%
1/17/2025 Great Waters Wealth Management919$202K0.0%-6.5%0.000%
1/17/2025 Monterey Private Wealth Inc.1,666$366K0.1%+32.0%0.000%
1/17/2025 Chesley Taft & Associates LLC20,453$4.50M0.2%+12.9%0.002%
1/17/2025 Alpha Cubed Investments LLC5,108$1.12M0.1%-7.7%0.001%
1/17/2025 Clear Harbor Asset Management LLC2,853$627K0.0%+22.8%0.000%
1/17/2025 Perpetual Ltd10,837$2.38M0.0%+26.8%0.001%
1/16/2025 Charles Schwab Trust Co3,300$725K0.1%+58.4%0.000%
1/16/2025 Legal Advantage Investments Inc.3,434$755K0.4%-1.4%0.000%
1/16/2025 Aspiriant LLC4,814$1.06M0.0%+3.6%0.001%
1/16/2025 Ballentine Partners LLC20,127$4.43M0.1%+5.7%0.002%
1/16/2025 Culbertson A N & Co. Inc.11,731$2.58M0.4%-3.5%0.001%
1/16/2025 ZWJ Investment Counsel Inc.15,003$3.30M0.1%-1.0%0.002%
1/16/2025 Pure Financial Advisors LLC4,877$1.07M0.0%-6.1%0.001%
1/16/2025 Tudor Financial Inc.1,574$346K0.2%N/A0.000%
1/16/2025 Addenda Capital Inc.41,360$9.09M0.4%-0.3%0.004%
1/16/2025 Koshinski Asset Management Inc.4,457$980K0.0%-7.6%0.000%
1/16/2025 Hoese & Co LLP357$78K0.1%N/A0.000%
1/16/2025 Wealthquest Corp1,573$346K0.0%-10.6%0.000%
1/16/2025 Amplius Wealth Advisors LLC2,758$606K0.1%-7.9%0.000%
1/16/2025 Harbor Investment Advisory LLC5,711$1.26M0.1%-2.5%0.001%
1/16/2025 LaFleur & Godfrey LLC29,789$6.55M0.9%-5.4%0.003%
1/16/2025 Union Savings Bank2,051$451K0.2%+5.0%0.000%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.8,400$1.85M0.4%-5.4%0.001%
1/16/2025 Zhang Financial LLC18,077$3.97M0.2%+3.9%0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB8,725$1.92M0.1%+3.0%0.001%
1/16/2025 FLC Capital Advisors27,740$6.10M1.4%-0.6%0.003%
1/16/2025 Bridgewater Advisors Inc.10,041$2.19M0.2%N/A0.001%
1/16/2025 True Link Financial Advisors LLC1,920$422K0.0%+4.6%0.000%
1/16/2025 Bremer Bank National Association23,997$5.28M1.0%-5.3%0.003%
1/16/2025 UMB Bank n.a.54,364$11.95M0.2%-4.8%0.006%
1/16/2025 Access Financial Services Inc.7,221$1.59M0.7%-9.4%0.001%
1/16/2025 M.E. Allison & CO. Inc.4,704$1.03M1.1%N/A0.001%
1/16/2025 Thrive Wealth Management LLC6,401$1.41M0.3%-6.9%0.001%
1/16/2025 Trueblood Wealth Management LLC3,287$722K0.4%+18.8%0.000%
1/16/2025 Diversify Advisory Services LLC7,008$1.54M0.1%-53.6%0.001%
1/16/2025 Diversify Wealth Management LLC15,577$3.42M0.3%+5.3%0.002%
1/16/2025 Guardian Investment Management2,400$528K0.4%-13.5%0.000%
1/16/2025 LVW Advisors LLC1,872$412K0.0%-14.0%0.000%
1/16/2025 Terra Nova Asset Management LLC10,844$2.38M1.8%+2.0%0.001%
1/16/2025 Gilman Hill Asset Management LLC46,145$10.14M1.8%-35.2%0.005%
1/16/2025 City Holding Co.3,613$794K0.1%-11.9%0.000%
1/16/2025 RoundAngle Advisors LLC8,404$1.85M1.8%N/A0.001%
1/16/2025 Annex Advisory Services LLC1,298$285K0.0%-19.5%0.000%
1/16/2025 Hall Laurie J Trustee30,829$6.78M2.2%+0.2%0.003%
1/16/2025 Cascade Investment Group Inc.6,108$1.34M1.0%+3.2%0.001%
1/16/2025 Brady Martz Wealth Solutions LLC8,910$1.94M0.5%N/A0.001%
1/16/2025 My Legacy Advisors LLC4,063$894K0.3%-1.5%0.000%
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1/16/2025 Steigerwald Gordon & Koch Inc.101,240$22.26M2.5%-0.3%0.011%
1/16/2025 Arbor Trust Wealth Advisors LLC6,081$1.34M0.6%+31.2%0.001%
1/16/2025 Romano Brothers AND Company36,096$7.94M1.0%-1.4%0.004%
1/16/2025 Cadinha & Co. LLC2,320$510K0.1%-7.9%0.000%
1/16/2025 Perkins Coie Trust Co18,918$4.16M0.9%-5.8%0.002%
1/16/2025 Clarius Group LLC5,240$1.15M0.1%+3.5%0.001%
1/15/2025 Joule Financial LLC7,569$1.66M0.6%+39.9%0.001%
1/15/2025 Aaron Wealth Advisors LLC8,420$1.85M0.2%+7.7%0.001%
1/15/2025 Portside Wealth Group LLC12,747$2.82M0.5%-1.2%0.001%
1/15/2025 Sandy Cove Advisors LLC3,023$665K0.3%+4.1%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, 2,901 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 2,499 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 116,982,543 shares in the last 24 months. This purchase volume represents approximately $18.36B in transactions.

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

Of the 1,889 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), International Assets Investment Management LLC ($2.73M), LSV Asset Management ($2.00M), Envestnet Asset Management Inc. ($1.94M), Swiss National Bank ($1.16M), and FMR LLC ($1.13M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 64,472,790 shares in the last 24 months. This volume of shares sold represents approximately $9.93B in transactions.


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This page (NYSE:IBM) was last updated on 1/20/2025 by MarketBeat.com Staff
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