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International Business Machines (IBM) Institutional Ownership

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$241.80 -0.02 (-0.01%)
As of 10:35 AM 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)
2055
Total
Institutional Inflows
(last 12 months)
$16.30B
Number of
Institutional Sellers
(last 12 months)
1516
Total
Institutional Outflows
(last 12 months)
$6.51B
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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
5/1/2025Diversify Wealth Management LLC17,574$4.21M0.3%+12.8%0.002%
5/1/2025New England Professional Planning Group Inc.1,029$256K0.1%-8.9%0.000%
5/1/2025Xponance Inc.132,669$32.99M0.3%-2.5%0.014%
5/1/2025Kesler Norman & Wride LLC6,110$1.52M0.3%+15.6%0.001%
5/1/2025Sage Rhino Capital LLC895$223K0.1%N/A0.000%
5/1/2025Fingerlakes Wealth Management Inc.1,273$317K0.3%+10.3%0.000%
5/1/2025Fidelis Capital Partners LLC8,480$1.97M0.2%+6.2%0.001%
4/30/2025Clarity Wealth Advisors LLC2,101$522K0.1%+10.5%0.000%
4/30/2025Genus Capital Management Inc.73,369$18.24M2.6%-209.4%0.008%
4/30/2025Weil Company Inc.3,626$902K0.3%-5.2%0.000%
4/30/2025Christopher J. Hasenberg Inc106$27K0.0%N/A0.000%
4/30/2025Burford Brothers Inc.4,896$1.22M0.6%+4.5%0.001%
4/30/2025CFC Planning Co LLC7,790$1.94M2.1%+10.6%0.001%
4/30/2025State of Michigan Retirement System290,986$72.36M0.4%0.0%0.031%
4/30/2025MJP Associates Inc. ADV6,977$1.74M0.3%+7.8%0.001%
4/30/2025Cerity Partners LLC329,317$81.89M0.2%+7.4%0.036%
4/30/2025TRU Independence Asset Management 2 LLC1,206$298K0.2%N/A0.000%
4/30/2025DMC Group LLC3,517$875K0.7%+1.2%0.000%
4/30/2025Narus Financial Partners LLC2,388$594K0.2%+6.7%0.000%
4/30/2025Telos Capital Management Inc.7,846$1.95M0.2%+24.9%0.001%
4/30/2025Alps Advisors Inc.130,365$32.42M0.2%-5.4%0.014%
4/30/2025Round Rock Advisors LLC14,995$3.73M0.7%+4.6%0.002%
4/30/2025Allworth Financial LP75,242$17.26M0.1%+23.3%0.008%
4/30/2025Peoples Financial Services CORP.4,099$1.02M0.5%-2.8%0.000%
4/30/2025Stonebrook Private Inc.1,577$392K0.1%+5.3%0.000%
4/30/2025Parr Mcknight Wealth Management Group LLC3,123$776K0.1%-2.7%0.000%
4/30/2025CFO4Life Group LLC811$202K0.0%N/A0.000%
4/30/2025POM Investment Strategies LLC936$233K0.3%-22.1%0.000%
4/30/2025Pineridge Advisors LLC1,236$307K0.1%-12.2%0.000%
4/30/2025Peddock Capital Advisors LLC9,826$2.44M0.6%-4.8%0.001%
4/30/2025Leavell Investment Management Inc.21,474$5.34M0.3%+12.1%0.002%
4/30/2025Quotient Wealth Partners LLC4,868$1.21M0.0%+18.7%0.001%
4/30/2025Main Street Research LLC1,429$355K0.0%-13.9%0.000%
4/30/2025Bridges Investment Management Inc.10,937$2.72M0.0%-13.7%0.001%
4/30/2025First Interstate Bank2,548$634K0.0%+5.8%0.000%
4/30/2025Nisa Investment Advisors LLC223,807$55.65M0.3%+2.3%0.024%
4/30/2025Topsail Wealth Management LLC902$224K0.0%N/A0.000%
4/30/2025Banque Pictet & Cie SA46,172$11.48M0.1%-9.7%0.005%
4/30/2025LBP AM SA110,366$27.44M0.4%-4.3%0.012%
4/30/2025Axxcess Wealth Management LLC21,131$5.25M0.1%+11.3%0.002%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/30/2025New Mexico Educational Retirement Board43,247$10.75M0.4%-1.6%0.005%
4/30/2025Twelve Points Wealth Management LLC12,884$3.20M0.9%-4.6%0.001%
4/30/2025Rehmann Capital Advisory Group14,406$3.58M0.2%+34.4%0.002%
4/30/2025Lakeside Advisors INC.1,880$467K0.3%-5.1%0.000%
4/30/2025Slagle Financial LLC14,142$3.52M1.6%-0.7%0.002%
4/30/2025Cornerstone Planning Group LLC1,177$289K0.1%+8.9%0.000%
4/30/2025First National Bank & Trust Co. of Newtown6,930$1.72M0.4%-1.4%0.001%
4/30/2025Linden Thomas Advisory Services LLC4,411$1.10M0.1%+8.7%0.000%
4/30/2025Optimum Investment Advisors2,018$502K0.2%-16.4%0.000%
4/30/2025Silverlake Wealth Management LLC23,767$5.91M2.2%-1.5%0.003%
4/30/2025Trek Financial LLC27,513$6.84M0.5%+437.7%0.003%
4/30/2025DekaBank Deutsche Girozentrale1,355,436$326.23M0.6%+0.3%0.146%
4/30/2025Personal CFO Solutions LLC6,504$1.62M0.3%+18.9%0.001%
4/30/2025Valeo Financial Advisors LLC14,837$3.69M0.1%+5.3%0.002%
4/30/2025BXM Wealth LLC4,146$1.03M1.2%+3.7%0.000%
4/30/2025CapWealth Advisors LLC132,284$32.89M3.6%-6.7%0.014%
4/30/2025Stratos Wealth Partners LTD.60,628$15.08M0.2%-45.1%0.007%
4/30/2025Stratos Wealth Advisors LLC53,295$13.25M0.7%+919.2%0.006%
4/30/2025Stratos Investment Management LLC2,249$559K0.0%+5.5%0.000%
4/30/2025NTV Asset Management LLC17,633$4.39M0.6%-4.1%0.002%
4/30/2025Hourglass Capital LLC23,725$5.90M1.5%+0.9%0.003%
4/30/2025Sigma Investment Counselors Inc.917$228K0.0%-14.1%0.000%
4/30/2025Investment Partners LTD.3,732$928K0.4%-5.6%0.000%
4/30/2025Brown Advisory Inc.266,145$66.18M0.1%+1.4%0.029%
4/30/2025Consolidated Capital Management LLC1,200$298K0.1%N/A0.000%
4/30/2025China Universal Asset Management Co. Ltd.5,139$1.28M0.1%+12.7%0.001%
4/30/2025Alpha Cubed Investments LLC7,507$1.87M0.1%+47.0%0.001%
4/30/2025Pekin Hardy Strauss Inc.2,978$741K0.1%-3.2%0.000%
4/30/2025Beverly Hills Private Wealth LLC4,116$1.02M0.2%-4.0%0.000%
4/30/2025Interchange Capital Partners LLC4,825$1.20M0.3%+27.1%0.001%
4/30/2025Abound Financial LLC400$99K0.1%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.148,039$36.81M0.6%+5.3%0.016%
4/30/2025Washington Trust Bank1,694$421K0.0%-6.4%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC25,390$6.31M0.2%-67.0%0.003%
4/29/2025 Richard Bernstein Advisors LLC19,467$4.84M0.1%-4.6%0.002%
4/29/2025 Security National Bank of SO Dak894$222K0.1%N/A0.000%
4/29/2025 Financial Counselors Inc.62,860$15.63M0.2%-0.6%0.007%
4/29/2025 Raleigh Capital Management Inc.2,199$547K0.2%-76.3%0.000%
4/29/2025 Byrne Financial Freedom LLC4,456$1.11M0.6%-85.8%0.000%
4/29/2025 Callan Capital LLC2,471$614K0.0%+32.1%0.000%
4/29/2025 TD Private Client Wealth LLC16,091$4.00M0.1%-8.8%0.002%
4/29/2025 Capital Advisors Inc. OK221,558$55.09M1.1%-21.4%0.024%
4/29/2025 Heritage Wealth Management Inc.7,621$1.90M0.6%-8.3%0.001%
4/29/2025 Envestnet Asset Management Inc.1,339,650$333.12M0.1%-1.6%0.144%
4/29/2025 Roffman Miller Associates Inc. PA6,885$1.71M0.1%-4.2%0.001%
4/29/2025 Hexagon Capital Partners LLC5,017$1.25M0.2%-27.2%0.001%
4/29/2025 Penserra Capital Management LLC84,668$21.05M0.4%+29.0%0.009%
4/29/2025 Investor s Fiduciary Advisor Network LLC1,054$262K0.1%-33.4%0.000%
4/29/2025 Chilton Capital Management LLC13,216$3.29M0.1%-2.2%0.001%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.500$124K0.0%-44.4%0.000%
What President Trump’s Executive Order 14154 means for your money (Ad)

Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard.

But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi
4/29/2025 Tradewinds LLC.5,936$1.48M0.4%-1.0%0.001%
4/29/2025 Cloud Capital Management LLC557$138K0.1%N/A0.000%
4/29/2025 Argentarii LLC9,950$2.47M1.2%+14.6%0.001%
4/29/2025 Minneapolis Portfolio Management Group LLC123,570$30.73M4.3%-1.4%0.013%
4/29/2025 McGlone Suttner Wealth Management Inc.3,410$848K0.1%+4.2%0.000%
4/29/2025 Viewpoint Capital Management LLC810$201K0.1%N/A0.000%
4/29/2025 Sierra Ocean LLC455$113K0.1%+15.8%0.000%
4/29/2025 Lee Danner & Bass Inc.13,344$3.32M0.3%-1.8%0.001%
4/29/2025 Riggs Asset Managment Co. Inc.12,741$3.17M0.9%-0.7%0.001%
4/29/2025 One Day In July LLC1,628$405K0.0%+77.5%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, 3,227 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were 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), Northern Trust Corp ($2.38B), and Morgan Stanley ($2.28B).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 2,799 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), GAMMA Investing LLC ($4.40M), and Providence Capital Advisors LLC ($2.81M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 148,857,733 shares in the last 24 months. This purchase volume represents approximately $26.59B in transactions.

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

Of the 2,048 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 ($2.71M), Legal & General Group Plc ($2.48M), Envestnet Asset Management Inc. ($1.96M), Ameriprise Financial Inc. ($1.67M), FMR LLC ($1.50M), and Bank of New York Mellon Corp ($1.47M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 70,137,763 shares in the last 24 months. This volume of shares sold represents approximately $12.06B in transactions.



This page (NYSE:IBM) was last updated on 5/1/2025 by MarketBeat.com Staff
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