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International Business Machines (IBM) Institutional Ownership

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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)
2379
Total
Institutional Inflows
(last 12 months)
$22.89B
Number of
Institutional Sellers
(last 12 months)
1796
Total
Institutional Outflows
(last 12 months)
$9.66B
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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
10/1/2025Park National Corp OH12,347$3.48M0.1%-7.4%0.001%
10/1/2025Jacobs & Co. CA63,502$17.92M1.7%-0.5%0.007%
10/1/2025Roxbury Financial LLC8,185$2.31M2.1%-0.8%0.001%
10/1/2025Rowlandmiller & PARTNERS.ADV2,792$788K0.2%-5.1%0.000%
10/1/2025Cacti Asset Management LLC13,600$3.87M0.3%-5.6%0.001%
10/1/2025BancFirst Trust & Investment Management1,326$371K0.1%+8.2%0.000%
10/1/2025Farmers Trust Co.28,652$8.08M1.4%-16.2%0.003%
10/1/2025Neville Rodie & Shaw Inc.57,587$16.25M1.2%-3.7%0.006%
9/30/2025Cullen Capital Management LLC173,053$51.01M0.6%-7.8%0.019%
9/29/2025Summit Financial Wealth Advisors LLC19,679$5.80M1.0%+0.6%0.002%
9/26/2025Corient Private Wealth LLC387,858$114.33M0.2%0.0%0.042%
9/26/2025Capital A Wealth Management LLC245$72K0.7%+362.3%0.000%
9/25/2025CacheTech Inc.1,965$579K0.1%N/A0.000%
9/25/2025Adams Wealth Management1,965$579K0.1%N/A0.000%
9/24/2025Texas Permanent School Fund Corp69,942$20.62M0.2%-30.4%0.008%
9/22/2025Caldwell Trust Co16,294$4.80M0.5%N/A0.002%
9/15/2025Migdal Insurance & Financial Holdings Ltd.2,356$695K0.0%+9.4%0.000%
9/12/2025Valeo Financial Advisors LLC17,317$5.11M0.1%+16.7%0.002%
9/11/2025Milestones Private Investment Advisors LLC2,058$607K0.4%N/A0.000%
9/8/2025Alternative Investment Advisors LLC.10,854$3.20M1.6%+0.7%0.001%
9/4/2025Reynders McVeigh Capital Management LLC125,244$36.92M1.8%+3.3%0.013%
9/4/2025SevenBridge Financial Group LLC14,610$4.31M0.8%-8.1%0.002%
9/4/2025V. M. Manning & CO. Inc.2,597$766K0.9%N/A0.000%
9/4/2025Osaic Holdings Inc.409,678$119.90M0.2%+2.1%0.044%
9/3/2025Q3 Asset Management1,024$302K0.1%N/A0.000%
8/29/2025Evolution Wealth Management Inc.300$88K0.1%N/A0.000%
8/29/2025Centaurus Financial Inc.3,753$1.11M0.1%-5.3%0.000%
8/28/2025China Universal Asset Management Co. Ltd.3,165$933K0.1%-38.4%0.000%
8/27/2025Cypress Capital Advisors LLC5,110$1.51M0.9%+3.7%0.001%
8/27/2025Tribridge Partners Financial LLC1,600$472K0.3%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC41,234$12.16M0.1%-1.5%0.004%
8/26/2025Thrivent Financial for Lutherans936,248$275.95M0.6%-16.2%0.101%
8/26/2025MASTERINVEST Kapitalanlage GmbH20,962$6.18M0.6%N/A0.002%
8/25/2025Silverlake Wealth Management LLC24,309$7.17M2.1%+2.3%0.003%
8/25/2025Hilltop Partners LLC792$233K0.1%N/A0.000%
8/22/2025Carter Financial Group INC.1,446$426K0.3%N/A0.000%
8/21/2025Pathway Financial Advisers LLC21,357$6.30M2.0%-0.4%0.002%
8/21/2025Clarion Wealth Managment Partners LLC1,000$295K0.3%N/A0.000%
8/20/2025Thompson Davis & CO. Inc.790$233K0.1%-15.9%0.000%
8/20/2025Kentucky Retirement Systems58,804$17.33M0.5%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund24,957$7.36M0.5%-6.5%0.003%
8/20/2025Coppell Advisory Solutions LLC1,304$378K0.0%+12.2%0.000%
8/19/2025Slocum Gordon & Co LLP7,510$2.21M1.8%-16.4%0.001%
8/19/2025Newbridge Financial Services Group Inc.2,785$821K0.1%+32.5%0.000%
8/19/2025Cape Investment Advisory Inc.3,936$1.16M0.4%-4.3%0.000%
8/19/2025Advisory Services Network LLC66,609$19.64M0.3%-4.3%0.007%
8/19/2025Asset Dedication LLC16,653$4.91M0.4%+0.9%0.002%
8/19/2025Pitcairn Co.4,962$1.46M0.1%+0.9%0.001%
8/18/2025Old North State Trust LLC7,173$2.11M1.4%+17.4%0.001%
8/18/2025Tactive Advisors LLC1,038$306K0.1%N/A0.000%
8/18/2025N.E.W. Advisory Services LLC17,395$5.13M0.5%-2.4%0.002%
8/18/2025Geneos Wealth Management Inc.25,799$7.61M0.2%+93.6%0.003%
8/18/2025Hollencrest Capital Management750$221K0.0%-22.8%0.000%
8/18/2025Westwood Holdings Group Inc.75,370$22.22M0.2%-16.9%0.008%
8/18/2025Kestra Investment Management LLC3,314$977K0.0%-10.9%0.000%
8/18/2025Ashford Capital Management Inc.1,196$353K0.0%-6.0%0.000%
8/18/2025Caxton Associates LLP36,011$10.62M0.3%N/A0.004%
8/18/2025Second Line Capital LLC1,508$445K0.1%+7.3%0.000%
8/18/2025Rexford Capital Inc.1,891$557K0.5%N/A0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC12,643$3.73M0.5%+304.8%0.001%
8/16/2025Public Sector Pension Investment Board212,031$62.50M0.3%-22.2%0.023%
8/16/2025FORA Capital LLC1,246$367K0.0%-40.0%0.000%
8/16/2025Winslow Asset Management Inc.42,886$12.64M2.6%+0.7%0.005%
8/16/2025Evergreen Capital Management LLC12,604$3.72M0.1%+5.9%0.001%
8/15/2025Strategic Investment Advisors MI1,206$355K0.0%+11.5%0.000%
8/15/2025High Falls Advisors Inc3,944$1.16M0.3%+318.7%0.000%
8/15/2025CANADA LIFE ASSURANCE Co1,176,568$347.17M0.6%-1.6%0.127%
8/15/202544 Wealth Management LLC5,434$1.60M0.6%-7.4%0.001%
8/15/2025Tower Research Capital LLC TRC 22,554$6.65M0.2%-33.1%0.002%
8/15/2025Howland Capital Management LLC17,076$5.03M0.2%+34.4%0.002%
8/15/2025Brooks Moore & Associates Inc.11,107$3.27M1.8%-0.7%0.001%
8/15/2025Binnacle Investments Inc468$138K0.1%+10.1%0.000%
8/15/2025Resources Management Corp CT ADV25,217$7.43M1.0%-3.8%0.003%
8/15/2025Fairfield Bush & CO.5,058$1.49M0.8%-13.7%0.001%
8/15/2025Rakuten Securities Inc.1,106$326K0.1%+26.5%0.000%
8/15/2025Corient Private Wealth LLC390,316$114.91M0.1%+0.6%0.042%
8/15/2025Equitable Holdings Inc.49,835$14.69M0.1%+6.0%0.005%
8/15/2025Florida Financial Advisors LLC1,356$400K0.1%-15.3%0.000%
8/15/2025Northeast Financial Consultants Inc5,197$1.53M0.1%-14.9%0.001%
8/15/2025State of Tennessee Department of Treasury315,477$93.00M0.3%-3.2%0.034%
8/15/2025Hayek Kallen Investment Management27,642$8.15M2.8%+3.1%0.003%
8/15/2025Kensington Investment Counsel LLC825$243K0.1%N/A0.000%
8/15/2025E Fund Management Co. Ltd.24,512$7.23M0.3%-15.9%0.003%
8/15/2025Optimist Retirement Group LLC9,923$2.93M1.4%-2.0%0.001%
8/15/2025Stonebridge Capital Advisors LLC17,162$5.06M0.4%-18.4%0.002%
8/15/2025Captrust Financial Advisors568,575$167.61M0.4%+6.8%0.061%
8/15/2025Blue Chip Partners LLC3,915$1.15M0.1%+1.5%0.000%
8/15/2025Keel Point LLC15,845$4.67M0.3%+3.7%0.002%
8/15/2025AlpenGlobal Capital LLC4,225$1.25M0.7%N/A0.000%
8/15/2025Zuckerman Investment Group LLC6,595$1.94M0.2%-38.8%0.001%
8/15/2025Truefg LLC687$203K0.1%N/A0.000%
8/15/2025WFA of San Diego LLC2,441$720K0.5%N/A0.000%
8/15/2025Lantern Wealth Advisors LLC1,088$321K0.2%N/A0.000%
8/15/2025Vident Advisory LLC69,757$20.56M0.2%-19.8%0.008%
8/15/2025Visionary Wealth Advisors3,151$929K0.0%+18.0%0.000%
8/15/2025Voleon Capital Management LP7,143$2.11M0.1%N/A0.001%
8/15/2025Voya Financial Advisors Inc.1,687$489K0.0%-4.8%0.000%
8/15/2025Tidal Investments LLC149,479$44.06M0.3%-3.8%0.016%
8/15/2025Smartleaf Asset Management LLC10,098$2.93M0.3%-12.5%0.001%
8/15/2025Snowden Capital Advisors LLC37,091$10.93M0.3%-3.8%0.004%
(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, 3,469 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 2,985 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 ($4.41M), 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 94,229,292 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 1,796 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 39,414,225 shares in the last 24 months. This volume of shares sold represents approximately $9.66B in transactions.



This page (NYSE:IBM) was last updated on 10/2/2025 by MarketBeat.com Staff
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