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International Business Machines (IBM) Institutional Ownership

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$257.01 +0.13 (+0.05%)
Closing price 09/11/2025 03:59 PM Eastern
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$256.65 -0.36 (-0.14%)
As of 09/11/2025 07:59 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)
2374
Total
Institutional Inflows
(last 12 months)
$22.89B
Number of
Institutional Sellers
(last 12 months)
1796
Total
Institutional Outflows
(last 12 months)
$9.64B
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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
9/11/2025Milestones Private Investment Advisors LLC2,058$607K0.4%N/A0.000%
9/8/2025 Alternative Investment Advisors LLC.10,854$3.20M1.6%+0.7%0.001%
9/4/2025 Reynders McVeigh Capital Management LLC125,244$36.92M1.8%+3.3%0.013%
9/4/2025 SevenBridge Financial Group LLC14,610$4.31M0.8%-8.1%0.002%
9/4/2025 V. M. Manning & CO. Inc.2,597$766K0.9%N/A0.000%
9/4/2025 Osaic Holdings Inc.409,678$119.90M0.2%+2.1%0.044%
9/3/2025 Q3 Asset Management1,024$302K0.1%N/A0.000%
8/29/2025 Evolution Wealth Management Inc.300$88K0.1%N/A0.000%
8/29/2025 Centaurus Financial Inc.3,753$1.11M0.1%-5.3%0.000%
8/28/2025 China Universal Asset Management Co. Ltd.3,165$933K0.1%-38.4%0.000%
8/27/2025 Cypress Capital Advisors LLC5,110$1.51M0.9%+3.7%0.001%
8/27/2025 Tribridge Partners Financial LLC1,600$472K0.3%N/A0.000%
8/27/2025 Orion Porfolio Solutions LLC41,234$12.16M0.1%-1.5%0.004%
8/26/2025 Thrivent Financial for Lutherans936,248$275.95M0.6%-16.2%0.101%
8/26/2025 MASTERINVEST Kapitalanlage GmbH20,962$6.18M0.6%N/A0.002%
8/25/2025 Silverlake Wealth Management LLC24,309$7.17M2.1%+2.3%0.003%
8/25/2025 Hilltop Partners LLC792$233K0.1%N/A0.000%
8/22/2025 Carter Financial Group INC.1,446$426K0.3%N/A0.000%
8/21/2025 Pathway Financial Advisers LLC21,357$6.30M2.0%-0.4%0.002%
8/21/2025 Clarion Wealth Managment Partners LLC1,000$295K0.3%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.790$233K0.1%-15.9%0.000%
8/20/2025 Kentucky Retirement Systems58,804$17.33M0.5%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund24,957$7.36M0.5%-6.5%0.003%
8/20/2025 Coppell Advisory Solutions LLC1,304$378K0.0%+12.2%0.000%
8/19/2025 Slocum Gordon & Co LLP7,510$2.21M1.8%-16.4%0.001%
8/19/2025 Newbridge Financial Services Group Inc.2,785$821K0.1%+32.5%0.000%
8/19/2025 Cape Investment Advisory Inc.3,936$1.16M0.4%-4.3%0.000%
8/19/2025 Advisory Services Network LLC66,609$19.64M0.3%-4.3%0.007%
8/19/2025 Asset Dedication LLC16,653$4.91M0.4%+0.9%0.002%
8/19/2025 Pitcairn Co.4,962$1.46M0.1%+0.9%0.001%
8/18/2025 Old North State Trust LLC7,173$2.11M1.4%+17.4%0.001%
8/18/2025 Tactive Advisors LLC1,038$306K0.1%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC17,395$5.13M0.5%-2.4%0.002%
8/18/2025 Geneos Wealth Management Inc.25,799$7.61M0.2%+93.6%0.003%
8/18/2025 Hollencrest Capital Management750$221K0.0%-22.8%0.000%
8/18/2025 Westwood Holdings Group Inc.75,370$22.22M0.2%-16.9%0.008%
8/18/2025 Kestra Investment Management LLC3,314$977K0.0%-10.9%0.000%
8/18/2025 Ashford Capital Management Inc.1,196$353K0.0%-6.0%0.000%
8/18/2025 Caxton Associates LLP36,011$10.62M0.3%N/A0.004%
8/18/2025 Second Line Capital LLC1,508$445K0.1%+7.3%0.000%
8/18/2025 Rexford Capital Inc.1,891$557K0.5%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC12,643$3.73M0.5%+304.8%0.001%
8/16/2025 Public Sector Pension Investment Board212,031$62.50M0.3%-22.2%0.023%
8/16/2025 FORA Capital LLC1,246$367K0.0%-40.0%0.000%
8/16/2025 Winslow Asset Management Inc.42,886$12.64M2.6%+0.7%0.005%
8/16/2025 Evergreen Capital Management LLC12,604$3.72M0.1%+5.9%0.001%
8/15/2025 Strategic Investment Advisors MI1,206$355K0.0%+11.5%0.000%
8/15/2025 High Falls Advisors Inc3,944$1.16M0.3%+318.7%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co1,176,568$347.17M0.6%-1.6%0.127%
8/15/2025 44 Wealth Management LLC5,434$1.60M0.6%-7.4%0.001%
8/15/2025 Tower Research Capital LLC TRC 22,554$6.65M0.2%-33.1%0.002%
8/15/2025 Howland Capital Management LLC17,076$5.03M0.2%+34.4%0.002%
8/15/2025 Brooks Moore & Associates Inc.11,107$3.27M1.8%-0.7%0.001%
8/15/2025 Binnacle Investments Inc468$138K0.1%+10.1%0.000%
8/15/2025 Resources Management Corp CT ADV25,217$7.43M1.0%-3.8%0.003%
8/15/2025 Fairfield Bush & CO.5,058$1.49M0.8%-13.7%0.001%
8/15/2025 Rakuten Securities Inc.1,106$326K0.1%+26.5%0.000%
8/15/2025 Corient Private Wealth LLC390,316$114.91M0.1%+0.6%0.042%
8/15/2025 Equitable Holdings Inc.49,835$14.69M0.1%+6.0%0.005%
8/15/2025 Florida Financial Advisors LLC1,356$400K0.1%-15.3%0.000%
8/15/2025 Northeast Financial Consultants Inc5,197$1.53M0.1%-14.9%0.001%
8/15/2025 State of Tennessee Department of Treasury315,477$93.00M0.3%-3.2%0.034%
8/15/2025 Hayek Kallen Investment Management27,642$8.15M2.8%+3.1%0.003%
8/15/2025 Kensington Investment Counsel LLC825$243K0.1%N/A0.000%
8/15/2025 E Fund Management Co. Ltd.24,512$7.23M0.3%-15.9%0.003%
8/15/2025 Optimist Retirement Group LLC9,923$2.93M1.4%-2.0%0.001%
8/15/2025 Stonebridge Capital Advisors LLC17,162$5.06M0.4%-18.4%0.002%
8/15/2025 Captrust Financial Advisors568,575$167.61M0.4%+6.8%0.061%
8/15/2025 Blue Chip Partners LLC3,915$1.15M0.1%+1.5%0.000%
8/15/2025 Keel Point LLC15,845$4.67M0.3%+3.7%0.002%
8/15/2025 AlpenGlobal Capital LLC4,225$1.25M0.7%N/A0.000%
8/15/2025 Zuckerman Investment Group LLC6,595$1.94M0.2%-38.8%0.001%
8/15/2025 Truefg LLC687$203K0.1%N/A0.000%
8/15/2025 WFA of San Diego LLC2,441$720K0.5%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC1,088$321K0.2%N/A0.000%
8/15/2025 Vident Advisory LLC69,757$20.56M0.2%-19.8%0.008%
8/15/2025 Visionary Wealth Advisors3,151$929K0.0%+18.0%0.000%
8/15/2025 Voleon Capital Management LP7,143$2.11M0.1%N/A0.001%
8/15/2025 Voya Financial Advisors Inc.1,687$489K0.0%-4.8%0.000%
8/15/2025 Tidal Investments LLC149,479$44.06M0.3%-3.8%0.016%
8/15/2025 Smartleaf Asset Management LLC10,098$2.93M0.3%-12.5%0.001%
8/15/2025 Snowden Capital Advisors LLC37,091$10.93M0.3%-3.8%0.004%
8/15/2025 Sompo Asset Management Co. Ltd.8,063$2.38M0.4%+2.2%0.001%
8/15/2025 Royal London Asset Management Ltd.443,181$130.64M0.3%-2.5%0.048%
8/15/2025 Rafferty Asset Management LLC307,409$90.62M0.3%+21.8%0.033%
8/15/2025 Riggs Asset Managment Co. Inc.12,278$3.62M0.9%-3.6%0.001%
8/15/2025 OV Management LLC4,450$1.31M1.1%-60.2%0.000%
8/15/2025 Oxford Financial Group LTD. LLC3,480$1.03M0.1%-2.5%0.000%
8/15/2025 Orion Porfolio Solutions LLC41,212$12.15M0.1%-1.5%0.004%
8/15/2025 Paradigm Capital Management Inc. NY2,900$855K0.0%-32.6%0.000%
8/15/2025 MML Investors Services LLC200,840$59.20M0.2%+8.9%0.022%
8/15/2025 Monograph Wealth Advisors LLC1,515$447K0.1%-3.1%0.000%
8/15/2025 Moore Capital Management LP25,304$7.46M0.1%N/A0.003%
8/15/2025 Massar Capital Management LP895$264K0.2%N/A0.000%
8/15/2025 McIlrath & Eck LLC2,306$680K0.1%+3.6%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.23,459$6.92M0.3%-32.4%0.003%
8/15/2025 Mendel Capital Management LLC9,553$2.82M1.6%-1.5%0.001%
8/15/2025 Modern Wealth Management LLC17,080$5.04M0.1%-2.3%0.002%
8/15/2025 Lazard Asset Management LLC73,270$21.60M0.0%-19.0%0.008%
8/15/2025 LM Advisors LLC2,469$728K0.1%-63.1%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, 3,466 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Vanguard Group Inc. ($28.02B), State Street Corp ($16.08B), Geode Capital Management LLC ($6.44B), Northern Trust Corp ($2.68B), Capital World Investors ($2.63B), Morgan Stanley ($2.28B), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.15B).Learn more on International Business Machines' 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 2,984 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: Norges Bank ($18.68M), Vanguard Group Inc. ($10.66M), Capital World Investors ($9.97M), International Assets Investment Management LLC ($5.34M), GAMMA Investing LLC ($4.40M), GQG Partners LLC ($4.18M), and Nuveen LLC ($3.86M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 94,234,244 shares in the last 24 months. This purchase volume represents approximately $22.89B in transactions.

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

Of the 1,795 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: International Assets Investment Management LLC ($2.71M), Amundi ($2.29M), Legal & General Group Plc ($2.24M), Ameriprise Financial Inc. ($1.50M), LSV Asset Management ($1.21M), Bank of New York Mellon Corp ($1.15M), and Price T Rowe Associates Inc. MD ($1.13M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 39,365,598 shares in the last 24 months. This volume of shares sold represents approximately $9.64B in transactions.



This page (NYSE:IBM) was last updated on 9/12/2025 by MarketBeat.com Staff
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