Free Trial

International Business Machines (IBM) Institutional Ownership

→ Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad)
Free IBM Stock Alerts
$168.37
-0.24 (-0.14%)
(As of 05/7/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
1764
Total
Institutional Inflows
(last 12 months)
$10.38B
Number of
Institutional Sellers
(last 12 months)
1383
Total
Institutional Outflows
(last 12 months)
$5.55B
Get IBM Insider Trade Alerts

Want to know when executives and insiders are buying or selling International Business Machines stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Meeder Asset Management Inc.1,750$334K0.0%-79.0%0.000%
5/7/2024NorthRock Partners LLC3,470$663K0.1%-34.7%0.000%
5/7/2024Choate Investment Advisors11,680$2.23M0.1%+4.8%0.001%
5/7/2024WMG Financial Advisors LLC2,727$521K0.3%+4.2%0.000%
5/7/2024WNY Asset Management LLC4,521$863K0.1%-15.7%0.000%
5/7/2024Sei Investments Co.211,017$40.29M0.1%+10.6%0.023%
5/7/2024Redmond Asset Management LLC9,196$1.76M0.6%-5.3%0.001%
5/7/2024GW Henssler & Associates Ltd.1,572$300K0.0%-18.2%0.000%
5/7/2024Bedel Financial Consulting Inc.3,353$640K0.1%-4.0%0.000%
5/7/2024Chilton Capital Management LLC12,959$2.48M0.1%-3.6%0.001%
5/7/2024RPG Investment Advisory LLC60,154$11.49M1.7%-0.5%0.007%
5/7/2024Keudell Morrison Wealth Management5,181$989K0.3%-1.9%0.001%
5/7/2024Atomi Financial Group Inc.19,893$3.80M0.4%+5.1%0.002%
5/7/2024Reynders McVeigh Capital Management LLC102,610$19.60M1.1%+8.1%0.011%
5/7/2024Allegheny Financial Group LTD11,112$2.12M0.7%-7.8%0.001%
5/7/2024TCI Wealth Advisors Inc.6,790$1.30M0.1%-2.3%0.001%
5/7/2024Redwood Wealth Management Group LLC19,974$3.81M4.0%-2.5%0.002%
5/7/2024WealthPLAN Partners LLC30,144$5.76M0.6%-33.0%0.003%
5/7/2024Susquehanna Portfolio Strategies LLC43,119$8.23M0.2%-52.2%0.005%
5/7/2024KCM Investment Advisors LLC8,607$1.64M0.1%-0.8%0.001%
5/7/2024Tectonic Advisors LLC37,532$7.17M0.5%+1.1%0.004%
5/7/2024Smithfield Trust Co19,168$3.66M0.2%-0.5%0.002%
5/7/2024River Global Investors LLP6,745$1.29M0.3%-74.9%0.001%
5/7/2024Bernardo Wealth Planning LLC1,163$222K0.1%N/A0.000%
5/7/2024Swiss National Bank2,734,600$522.20M0.4%-4.0%0.298%
5/7/2024NTV Asset Management LLC18,157$3.47M0.5%-2.2%0.002%
5/7/2024Hyman Charles D108,312$20.68M1.1%+0.2%0.012%
5/7/2024Avalon Trust Co1,361$260K0.0%-12.8%0.000%
5/7/2024Illinois Municipal Retirement Fund64,019$12.23M0.2%+22.3%0.007%
5/7/2024Capital Wealth Planning LLC1,450,768$277.04M3.0%+37.2%0.158%
5/7/2024Benedetti & Gucer Inc.1,832$350K0.2%-25.3%0.000%
5/7/2024Gibraltar Capital Management Inc.1,487$284K0.1%-96.8%0.000%
5/7/2024Nelson Capital Management LLC1,395$266K0.1%N/A0.000%
5/7/2024Oppenheimer Asset Management Inc.113,776$21.73M0.3%-22.0%0.012%
5/7/2024PFG Advisors5,629$1.08M0.1%+8.1%0.001%
5/7/2024Oppenheimer & Co. Inc.72,572$13.86M0.2%+26.1%0.008%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,199$1.18M0.0%+22.2%0.001%
5/7/2024TAGStone Capital Inc.1,148$219K0.1%N/A0.000%
5/7/2024 Hilltop National Bank2,930$560K0.2%N/A0.000%
5/7/2024 Wealthspire Advisors LLC25,289$4.83M0.1%+0.9%0.003%
The Next Nvidia? (Ad)

The Next Nvidia? Wall Street legend has just uncovered one tiny Maryland company that could become the next Nvidia. Few in the media are talking about this story yet… but in the next 6 months that’s all they’ll talk about.

Go here now for this breaking story.
5/7/2024 Roof Eidam Maycock Peralta LLC3,535$675K0.2%-8.1%0.000%
5/7/2024 Insight 2811 Inc.3,554$679K0.3%+66.5%0.000%
5/7/2024 Retirement Planning Co of New England Inc.3,594$686K0.4%-32.6%0.000%
5/7/2024 Mystic Asset Management Inc.7,425$1.42M0.6%+3.2%0.001%
5/7/2024 Marquette Asset Management LLC758$145K0.0%-20.9%0.000%
5/7/2024 Metis Global Partners LLC52,015$9.93M0.4%+1.5%0.006%
5/7/2024 Empowered Funds LLC61,469$11.74M0.2%+121.9%0.007%
5/7/2024 AIA Group Ltd18,621$3.56M0.1%N/A0.002%
5/7/2024 Motive Wealth Advisors1,840$351K0.2%N/A0.000%
5/7/2024 Stokes Family Office LLC4,617$882K0.1%+33.8%0.001%
5/6/2024 LSV Asset Management1,788,047$341.45M0.7%+4.8%0.195%
5/6/2024 Envestnet Portfolio Solutions Inc.54,411$10.39M0.0%+37.8%0.006%
5/6/2024 Empirical Finance LLC32,692$6.24M0.4%+3.5%0.004%
5/6/2024 OLD Second National Bank of Aurora1,836$351K0.1%-29.4%0.000%
5/6/2024 Gallacher Capital Management LLC1,422$272K0.1%-55.9%0.000%
5/6/2024 Capital City Trust Co. FL8,460$1.62M0.4%-1.2%0.001%
5/6/2024 Minneapolis Portfolio Management Group LLC188,693$36.03M4.9%-6.4%0.021%
5/6/2024 VitalStone Financial LLC440$84K0.1%N/A0.000%
5/6/2024 Advisory Services Network LLC83,360$15.92M0.4%+5.6%0.009%
5/6/2024 Manchester Capital Management LLC6,395$1.22M0.1%-2.6%0.001%
5/6/2024 TFG Advisers LLC9,213$1.76M0.7%+9.2%0.001%
5/6/2024 Bard Financial Services Inc.30,860$5.89M0.6%+0.5%0.003%
5/6/2024 Oxbow Advisors LLC5,019$958K0.1%-1.4%0.001%
5/6/2024 Advisory Alpha LLC7,683$1.47M0.1%+1.5%0.001%
5/6/2024 Advisors Capital Management LLC335,448$64.06M1.2%+1.2%0.037%
5/6/2024 Grandfield & Dodd LLC2,232$426K0.0%+9.8%0.000%
5/6/2024 Broderick Brian C4,762$909K0.2%+120.3%0.001%
5/6/2024 Hemenway Trust Co LLC3,546$677K0.1%+13.3%0.000%
5/6/2024 Texas Permanent School Fund Corp189,142$36.12M0.3%+0.3%0.021%
5/4/2024 Hemington Wealth Management2,180$417K0.2%-22.1%0.000%
5/4/2024 Howland Capital Management LLC8,319$1.59M0.1%+1.0%0.001%
5/4/2024 Vista Capital Partners Inc.2,025$387K0.0%-34.8%0.000%
5/4/2024 Essex LLC12,698$2.43M0.6%-1.4%0.001%
5/4/2024 Riggs Asset Managment Co. Inc.29,846$5.70M1.7%-23.2%0.003%
5/4/2024 Valley Wealth Managers Inc.25,341$4.84M0.4%-10.4%0.003%
5/4/2024 WBI Investments LLC9,791$1.87M0.4%-45.5%0.001%
5/4/2024 Buck Wealth Strategies LLC16,375$3.13M1.1%N/A0.002%
5/4/2024 Team Hewins LLC5,963$1.14M0.2%+3.8%0.001%
5/4/2024 Affinity Investment Advisors LLC15,556$2.97M2.2%-2.3%0.002%
5/4/2024 Paulson Wealth Management Inc.2,066$395K0.1%-8.1%0.000%
5/4/2024 Csenge Advisory Group12,331$2.36M0.1%+3.6%0.001%
5/4/2024 Joseph P. Lucia & Associates LLC5,196$992K0.5%-6.2%0.001%
5/4/2024 Capital Management Associates NY5,000$955K1.1%+11.1%0.001%
5/3/2024 Signaturefd LLC20,378$3.89M0.1%+10.7%0.002%
5/3/2024 FDx Advisors Inc.1,209$231K0.0%-61.3%0.000%
5/3/2024 Integris Wealth Management LLC1,535$293K0.1%-7.9%0.000%
5/3/2024 Carson Advisory Inc.14,664$2.80M2.0%+16.6%0.002%
5/3/2024 Catalina Capital Group LLC2,330$445K0.2%N/A0.000%
5/3/2024 Avidian Wealth Solutions LLC7,479$1.43M0.1%-10.3%0.001%
5/3/2024 Southern Capital Advisors LLC2,155$411K0.2%-12.0%0.000%
AI “wealth window” is closing June 25th (Ad)

Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

I put together this personal video [HERE]…
5/3/2024 RIA Advisory Group LLC2,893$552K0.2%N/A0.000%
5/3/2024 Larson Financial Group LLC2,895$553K0.0%+20.4%0.000%
5/3/2024 Callan Capital LLC1,320$252K0.0%N/A0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,113$2.12M0.3%+83.6%0.001%
5/3/2024 Rehmann Capital Advisory Group10,077$1.92M0.1%+4.4%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC527,548$100.74M0.3%+0.7%0.057%
5/3/2024 Commerce Bank197,013$37.62M0.2%+0.4%0.021%
5/3/2024 Wellington Shields Capital Management LLC18,219$3.48M0.7%-2.0%0.002%
5/3/2024 Wellington Shields & Co. LLC25,655$4.90M1.6%-1.5%0.003%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S118,563$22.64M0.4%+176.9%0.013%
(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, 2,760 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. ($11.52B), BlackRock Inc. ($9.91B), State Street Corp ($7.28B), Biltmore Wealth Management LLC ($5.42B), Morgan Stanley ($2.28B), and Geode Capital Management LLC ($2.23B).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 2,441 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), BlackRock Inc. ($3.78M), Vanguard Group Inc. ($3.52M), Providence Capital Advisors LLC ($2.81M), Envestnet Asset Management Inc. ($2.70M), and International Assets Investment Management LLC ($2.69M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 113,961,896 shares in the last 24 months. This purchase volume represents approximately $15.87B in transactions.

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

Of the 1,824 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), Envestnet Asset Management Inc. ($1.94M), LSV Asset Management ($1.93M), Bank of Nova Scotia ($1.91M), 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 65,130,045 shares in the last 24 months. This volume of shares sold represents approximately $9.05B in transactions.


Related Companies:
This page (NYSE:IBM) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
The Gold Grab of the Century
Colonial Metals
The Department of Defense Has a New Drone Contractor
The Tomorrow Investor
Claim Your Complimentary Bitcoin Reward
Crypto Swap Profits
AI “wealth window” is closing June 25th
Paradigm Press
Stock-Picking AI Predicts #1 Stock of 2024
Altimetry
Gold Set to EXPLODE!
Gold Safe Exchange