International Business Machines (IBM) Institutional Ownership

$167.36
-0.20 (-0.12%)
(As of 05/14/2024 ET)

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

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
1694
Total
Institutional Inflows
(last 12 months)
$10.97B
Number of
Institutional Sellers
(last 12 months)
1361
Total
Institutional Outflows
(last 12 months)
$3.76B
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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
5/15/2024Linscomb Wealth Inc.47,294$9.03M0.5%-1.8%0.005%
5/15/2024Truvestments Capital LLC2,878$550K0.2%-13.5%0.000%
5/15/2024Gabelli Funds LLC32,150$6.14M0.0%-0.4%0.003%
5/15/2024Gamco Investors INC. ET AL20,687$3.95M0.0%-3.9%0.002%
5/15/2024Stonebridge Capital Advisors LLC23,375$4.46M0.4%-3.3%0.003%
5/14/2024Canada Pension Plan Investment Board281,501$53.76M0.1%+4,917.8%0.031%
5/14/2024Westwood Holdings Group Inc.113,836$21.74M0.2%-1.3%0.012%
5/14/2024Capital World Investors323,966$61.87M0.0%N/A0.035%
5/14/2024Toronto Dominion Bank621,954$118.77M0.2%-8.8%0.068%
5/14/2024Atalanta Sosnoff Capital LLC94,103$17.97M0.4%+2.8%0.010%
5/14/2024Sheaff Brock Investment Advisors LLC14,745$2.82M0.2%-9.7%0.002%
5/14/2024Cadence Bank49,292$9.41M0.7%-33.8%0.005%
5/14/2024Stamos Capital Partners L.P.6,400$1.22M0.3%-16.7%0.001%
5/14/2024Rodgers Brothers Inc.31,891$6.09M0.8%-11.0%0.003%
5/14/2024Advisors Asset Management Inc.256,979$49.07M0.9%-4.3%0.028%
5/14/2024Axxcess Wealth Management LLC16,174$3.09M0.1%+5.3%0.002%
5/14/2024EP Wealth Advisors LLC28,273$5.40M0.1%+7.3%0.003%
5/14/2024Freestone Capital Holdings LLC16,320$3.12M0.1%+12.4%0.002%
5/14/2024CreativeOne Wealth LLC15,998$3.06M0.1%+102.9%0.002%
5/14/2024Delap Wealth Advisory LLC1,309$250K0.1%N/A0.000%
5/14/2024Vident Advisory LLC22,425$4.28M0.1%-4.7%0.002%
5/14/2024Fayez Sarofim & Co17,383$3.32M0.0%+2.4%0.002%
5/14/2024LGT Group Foundation135,220$25.82M0.6%+3.0%0.015%
5/14/2024Shell Asset Management Co.20,821$3.98M0.2%-24.2%0.002%
5/14/2024Northwest Wealth Management LLC1,095$209K0.1%-13.0%0.000%
5/14/2024Payden & Rygel Investment Group54,310$10.37M0.5%N/A0.006%
5/14/2024Crewe Advisors LLC4,702$898K0.1%N/A0.001%
5/14/2024Leelyn Smith LLC17,116$3.27M0.7%-3.0%0.002%
5/14/2024Evermay Wealth Management LLC1,216$232K0.0%+83.4%0.000%
5/14/2024 Natixis267,495$51.08M0.3%N/A0.029%
5/14/2024 InterOcean Capital Group LLC10,996$2.10M0.1%-37.2%0.001%
5/14/2024 Pitcairn Co.5,180$989K0.1%+9.4%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co1,069,180$204.33M0.4%+2.1%0.116%
5/14/2024 Round Hill Asset Management16,080$3.07M1.9%-2.3%0.002%
5/14/2024 Oxford Financial Group LTD. LLC1,684$321K0.0%+4.9%0.000%
5/14/2024 American International Group Inc.231,755$44.26M0.2%-0.1%0.025%
5/14/2024 Vaughan David Investments LLC IL13,064$2.50M0.1%-3.6%0.001%
5/14/2024 Twin Capital Management Inc.2,459$470K0.1%-61.2%0.000%
5/14/2024 National Bank of Canada FI922,496$176.16M0.3%+79.4%0.100%
5/14/2024 Lake Street Advisors Group LLC4,455$851K0.0%+25.8%0.000%
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5/14/2024 Arjuna Capital7,545$1.44M0.4%N/A0.001%
5/13/2024 Bessemer Group Inc.71,057$13.57M0.0%+31.8%0.008%
5/13/2024 Atlanta Consulting Group Advisors LLC1,636$312K0.1%N/A0.000%
5/13/2024 Delta Asset Management LLC TN5,571$1.06M0.1%-7.0%0.001%
5/13/2024 Paragon Capital Management LLC18,865$3.60M1.9%-0.7%0.002%
5/13/2024 UniSuper Management Pty Ltd17,400$3.32M0.0%-84.0%0.002%
5/13/2024 Clearbridge Investments LLC44,841$8.56M0.0%-1.8%0.005%
5/13/2024 O Shaughnessy Asset Management LLC79,043$15.09M0.2%-29.0%0.009%
5/13/2024 Ameritas Investment Partners Inc.38,978$7.44M0.3%-4.6%0.004%
5/13/2024 Penobscot Investment Management Company Inc.7,819$1.49M0.2%+1.3%0.001%
5/11/2024 Spreng Capital Management Inc.1,081$206K0.1%N/A0.000%
5/11/2024 Bahl & Gaynor Inc.8,400$1.60M0.0%+1.4%0.001%
5/11/2024 MAS Advisors LLC1,639$313K0.4%N/A0.000%
5/11/2024 Lcnb Corp3,240$619K0.2%-6.4%0.000%
5/11/2024 Trustmark National Bank Trust Department85,845$16.39M1.3%-1.5%0.009%
5/11/2024 Davis R M Inc.7,542$1.44M0.0%+0.9%0.001%
5/11/2024 Covestor Ltd1,217$232K0.1%+25.6%0.000%
5/11/2024 Cynosure Group LLC50,055$9.56M1.7%-0.2%0.005%
5/11/2024 Hillsdale Investment Management Inc.3,200$611K0.0%N/A0.000%
5/11/2024 ESL Trust Services LLC146$28K0.0%N/A0.000%
5/11/2024 Northern Capital Management Inc.1,151$220K0.2%N/A0.000%
5/11/2024 Jacobi Capital Management LLC26,426$5.05M0.5%-1.1%0.003%
5/11/2024 Edgestream Partners L.P.9,127$1.74M0.1%+119.6%0.001%
5/11/2024 Patten & Patten Inc. TN6,572$1.26M0.1%+7.7%0.001%
5/10/2024 Ontario Teachers Pension Plan Board6,478$1.24M0.0%-49.7%0.001%
5/10/2024 Osaic Holdings Inc.392,223$74.93M0.2%-11.7%0.043%
5/10/2024 Acadian Asset Management LLC871,924$166.48M0.6%+75.0%0.095%
5/10/2024 TIAA Trust National Association99,745$19.05M0.1%+3.6%0.011%
5/10/2024 Vanguard Group Inc.88,152,714$16.83B0.3%+6.7%9.596%
5/10/2024 Spirepoint Private Client LLC3,768$720K0.1%N/A0.000%
5/10/2024 Westfield Capital Management Co. LP87,218$16.66M0.1%-5.2%0.009%
5/10/2024 Intech Investment Management LLC190,888$36.45M0.5%-44.3%0.021%
5/10/2024 Clearstead Trust LLC9,850$1.88M0.5%+1.8%0.001%
5/10/2024 Nicolet Advisory Services LLC9,386$1.78M0.2%-5.0%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp800,474$152.71M0.3%-0.4%0.087%
5/10/2024 Jupiter Asset Management Ltd.16,730$3.20M0.0%-36.3%0.002%
5/10/2024 Pinnacle Wealth Planning Services Inc.4,931$942K0.1%-5.0%0.001%
5/10/2024 Te Ahumairangi Investment Management Ltd41,510$7.93M1.4%+6.6%0.005%
5/10/2024 First Foundation Advisors1,860$355K0.0%-10.9%0.000%
5/10/2024 Towercrest Capital Management2,586$494K0.1%+35.1%0.000%
5/10/2024 Mizuho Markets Americas LLC59,641$11.39M0.3%+81.7%0.006%
5/10/2024 M&G Plc85,493$16.33M0.1%N/A0.009%
5/10/2024 Banco Santander S.A.174,205$33.27M0.4%+18.3%0.019%
5/10/2024 Bright Financial Advisors Inc.1,547$295K0.2%N/A0.000%
5/10/2024 Tocqueville Asset Management L.P.42,548$8.13M0.1%-4.8%0.005%
5/10/2024 TCTC Holdings LLC351,800$67.18M2.2%-7.3%0.038%
5/10/2024 1ST Source Bank30,927$5.91M0.3%-2.8%0.003%
5/10/2024 Nwam LLC28,196$5.38M0.4%+125.9%0.003%
5/10/2024 Glaxis Capital Management LLC2,000$382K0.7%N/A0.000%
5/10/2024 Searle & CO.22,205$4.24M1.1%+0.5%0.002%
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5/10/2024 Trust Investment Advisors10,705$2.04M1.5%-10.5%0.001%
5/9/2024 Corrado Advisors LLC14,097$2.69M1.8%-3.1%0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC11,137$2.13M0.1%+1.2%0.001%
5/9/2024 Brighton Jones LLC17,506$3.34M0.1%-6.7%0.002%
5/9/2024 ProVise Management Group LLC3,231$617K0.1%-46.3%0.000%
5/9/2024 Leo Wealth LLC18,362$3.51M0.4%-12.5%0.002%
5/9/2024 Orion Portfolio Solutions LLC48,559$9.27M0.1%-25.9%0.005%
5/9/2024 Blair William & Co. IL396,751$75.76M0.2%+2.0%0.043%
5/9/2024 Wilkins Investment Counsel Inc.100,147$19.12M2.8%+56.3%0.011%
5/9/2024 Maple Capital Management Inc.4,263$814K0.1%-58.1%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, 2,757 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), 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 2,428 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), Vanguard Group Inc. ($7.62M), Norges Bank ($6.23M), Providence Capital Advisors LLC ($2.81M), Envestnet Asset Management Inc. ($2.70M), International Assets Investment Management LLC ($2.69M), and BlackRock Inc. ($2.64M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 116,487,196 shares in the last 24 months. This purchase volume represents approximately $16.68B in transactions.

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

Of the 1,805 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), Swiss National Bank ($1.16M), FMR LLC ($1.13M), and Deutsche Bank AG ($1.05M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 62,193,896 shares in the last 24 months. This volume of shares sold represents approximately $8.73B in transactions.


This page (NYSE:IBM) was last updated on 5/15/2024 by MarketBeat.com Staff

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