International Business Machines (IBM) Institutional Ownership

$167.53
+0.38 (+0.23%)
(As of 05/13/2024 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)
1683
Total
Institutional Inflows
(last 12 months)
$10.70B
Number of
Institutional Sellers
(last 12 months)
1351
Total
Institutional Outflows
(last 12 months)
$3.73B
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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
5/13/2024Paragon Capital Management LLC18,865$3.60M1.9%-0.7%0.002%
5/13/2024UniSuper Management Pty Ltd17,400$3.32M0.0%-84.0%0.002%
5/13/2024Clearbridge Investments LLC44,841$8.56M0.0%-1.8%0.005%
5/13/2024O Shaughnessy Asset Management LLC79,043$15.09M0.2%-29.0%0.009%
5/13/2024Ameritas Investment Partners Inc.38,978$7.44M0.3%-4.6%0.004%
5/13/2024Penobscot 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%
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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%
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%
5/9/2024 HBK Sorce Advisory LLC17,964$3.43M0.1%-2.9%0.002%
5/9/2024 Kingsview Wealth Management LLC24,798$4.74M0.1%+9.3%0.003%
5/9/2024 Wealthquest Corp1,722$329K0.0%-6.8%0.000%
5/9/2024 JBR Co Financial Management Inc6,404$1.22M1.0%-6.2%0.001%
5/9/2024 Beacon Investment Advisory Services Inc.5,435$1.04M0.0%-30.2%0.001%
5/9/2024 Delta Investment Management LLC5,346$1.02M0.2%+3.0%0.001%
5/9/2024 Planning Directions Inc.1,079$206K0.1%N/A0.000%
5/9/2024 TBH Global Asset Management LLC6,605$1.26M0.3%+7.2%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,240,649$236.91M0.3%+17.2%0.135%
5/9/2024 Fortis Capital Advisors LLC2,123$405K0.2%N/A0.000%
5/9/2024 Roanoke Asset Management Corp NY7,750$1.48M0.5%+2.3%0.001%
5/9/2024 Souders Financial Advisors4,333$827K0.1%+31.6%0.000%
5/9/2024 Foundry Partners LLC104,797$20.01M1.1%+2.7%0.011%
5/9/2024 Angeles Wealth Management LLC2,809$536K0.1%+2.7%0.000%
5/9/2024 State Board of Administration of Florida Retirement System994,057$189.83M0.4%+4.6%0.108%
5/9/2024 Portland Global Advisors LLC39,670$7.58M1.0%+0.8%0.004%
5/9/2024 Eagle Bay Advisors LLC3,761$718K0.5%-5.3%0.000%
5/9/2024 TD Asset Management Inc595,818$113.78M0.1%+0.5%0.065%
5/9/2024 Dearborn Partners LLC56,596$10.81M0.5%-22.6%0.006%
5/9/2024 Pettyjohn Wood & White Inc.6,871$1.31M0.3%-3.2%0.001%
5/9/2024 Koshinski Asset Management Inc.5,337$1.02M0.1%-18.3%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.644,425$123.06M0.3%-19.7%0.070%
5/8/2024 Schneider Downs Wealth Management Advisors LP1,614$308K0.1%+4.4%0.000%
5/8/2024 FPC Investment Advisory Inc.140$26K0.0%N/A0.000%
5/8/2024 Edmond DE Rothschild Holding S.A.43,237$8.26M0.1%+0.3%0.005%
5/8/2024 J.P. Marvel Investment Advisors LLC23,055$4.40M0.8%+16.1%0.003%
5/8/2024 Richard C. Young & CO. LTD.65,297$12.47M1.6%-0.8%0.007%
5/8/2024 Financial & Tax Architects LLC34,301$6.55M1.8%-9.2%0.004%
5/8/2024 Bleakley Financial Group LLC32,469$6.20M0.2%+9.2%0.004%
5/8/2024 Great Diamond Partners LLC2,076$396K0.1%+4.3%0.000%
5/8/2024 Neumann Capital Management LLC1,286$246K0.1%N/A0.000%
5/8/2024 Heritage Wealth Advisors4,188$800K0.0%-5.8%0.000%
5/8/2024 Focused Wealth Management Inc11,305$2.16M0.3%+0.8%0.001%
5/8/2024 ProShare Advisors LLC1,275,290$243.53M0.6%-14.1%0.139%
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5/8/2024 Cognios Beta Neutral Large Cap Fund LP8,569$1.64M2.1%-7.3%0.001%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS200,872$38.36M0.3%+0.5%0.022%
5/8/2024 Avantax Advisory Services Inc.55,061$10.51M0.1%+8.1%0.006%
5/8/2024 US Bancorp DE581,815$111.10M0.2%+1.4%0.063%
5/8/2024 Russell Investments Group Ltd.614,646$117.35M0.2%+15.9%0.067%
5/8/2024 Washington Trust Advisors Inc.22,325$4.26M0.4%-0.3%0.002%
5/8/2024 Roffman Miller Associates Inc. PA5,779$1.10M0.1%-5.2%0.001%
5/8/2024 QRG Capital Management Inc.116,206$22.19M0.3%+4.6%0.013%
5/8/2024 Tranquility Partners LLC6,075$1.16M0.4%+247.3%0.001%
5/8/2024 Legacy Capital Group California Inc.4,345$830K0.3%-3.0%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, 2,750 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 2,423 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 115,517,340 shares in the last 24 months. This purchase volume represents approximately $16.50B in transactions.

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

Of the 1,801 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 62,066,083 shares in the last 24 months. This volume of shares sold represents approximately $8.70B in transactions.


This page (NYSE:IBM) was last updated on 5/14/2024 by MarketBeat.com Staff

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