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International Business Machines (IBM) Institutional Ownership

International Business Machines logo
$294.64 +4.94 (+1.71%)
As of 06/30/2025 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
2168
Total
Institutional Inflows
(last 12 months)
$18.29B
Number of
Institutional Sellers
(last 12 months)
1636
Total
Institutional Outflows
(last 12 months)
$7.64B
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IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/30/2025Pensionfund Sabic11,200$2.79M0.8%-20.0%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs34,116$8.84M0.5%N/A0.004%
6/23/2025Swedbank AB976,894$242.91M0.3%-2.4%0.105%
6/18/2025Voya Investment Management LLC228,353$56.78M0.1%-2.3%0.025%
6/17/2025Howe & Rusling Inc.3,390$843K0.1%+7.7%0.000%
6/16/2025Maple Capital Management Inc.3,093$769K0.1%-6.2%0.000%
6/16/2025Lynx Investment Advisory3,447$857K0.6%-2.9%0.000%
6/10/2025Compass Financial Services Inc167$42K0.0%+41.5%0.000%
6/10/2025Birchbrook Inc.7,886$1.96M1.1%-2.8%0.001%
6/6/2025Bontempo Ohly Capital Mgmt LLC16,072$4.00M1.9%-20.2%0.002%
6/5/2025Osterweis Capital Management Inc.6,265$1.56M0.0%-30.5%0.001%
6/4/2025First Hawaiian Bank4,312$1.07M0.1%-72.6%0.000%
6/3/2025CBIZ Investment Advisory Services LLC313$78K0.0%+51.9%0.000%
6/2/2025Hodges Capital Management Inc.24,602$6.12M0.6%-50.0%0.003%
6/2/2025Integrity Wealth Advisors Inc.8,217$2.04M1.5%-1.4%0.001%
6/2/2025Modern Wealth Management LLC17,477$4.35M0.1%+17.8%0.002%
5/29/2025Parkshore Wealth Management Inc.897$223K0.1%N/A0.000%
5/28/2025Jones Financial Companies Lllp164,539$40.21M0.0%+25.8%0.018%
5/28/2025Birmingham Capital Management Co. Inc. AL28,918$7.19M2.7%-6.3%0.003%
5/28/2025Silicon Valley Capital Partners131$32K0.0%+322.6%0.000%
5/28/2025Strs Ohio213,392$53.06M0.2%N/A0.023%
5/28/2025Intrua Financial LLC3,088$768K0.1%+4.7%0.000%
5/27/2025Jacobi Capital Management LLC27,609$6.87M0.5%+1.2%0.003%
5/27/2025Advisors Capital Management LLC325,312$80.89M1.3%-12.5%0.035%
5/23/2025Strategic Financial Services Inc.4,189$1.04M0.1%-7.1%0.000%
5/22/2025WBI Investments LLC10,170$2.53M0.7%+612.2%0.001%
5/21/2025Westbourne Investments Inc.8,103$2.02M1.2%+8.0%0.001%
5/21/2025Indiana Trust & Investment Management Co3,160$786K0.3%+3.9%0.000%
5/21/2025Main Line Retirement Advisors LLC865$215K0.1%N/A0.000%
5/21/2025MBL Wealth LLC4,540$1.13M0.1%+25.4%0.000%
5/21/2025McAdam LLC2,572$639K0.0%-29.3%0.000%
5/21/2025Acadian Asset Management LLC316,895$78.78M0.2%+21.3%0.034%
5/21/2025Geneos Wealth Management Inc.13,327$3.31M0.1%+8.3%0.001%
5/21/2025IFM Investors Pty Ltd173,663$43.18M0.5%+1.7%0.019%
5/20/2025Acorns Advisers LLC1,131$281K0.0%+24.4%0.000%
5/20/2025Fortis Capital Advisors LLC1,868$464K0.1%N/A0.000%
5/20/2025Belpointe Asset Management LLC7,043$1.75M0.1%-0.6%0.001%
5/20/2025Intech Investment Management LLC109,791$27.30M0.3%-21.4%0.012%
5/20/2025Focus Partners Wealth162,467$40.40M0.1%+4.0%0.017%
5/20/2025Flaharty Asset Management LLC380$94K0.0%N/A0.000%
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5/20/2025Integrity Alliance LLC.5,232$1.30M0.1%N/A0.001%
5/20/2025Aspen Investment Management Inc6,557$1.63M0.8%+10.7%0.001%
5/20/2025Ilmarinen Mutual Pension Insurance Co163,168$40.57M0.4%+111.4%0.018%
5/20/2025Plato Investment Management Ltd15,649$3.93M0.3%+8.2%0.002%
5/19/2025SageView Advisory Group LLC9,863$2.45M0.1%-1.5%0.001%
5/19/2025Advisory Alpha LLC8,378$2.08M0.1%+13.8%0.001%
5/19/2025SCS Capital Management LLC10,715$2.67M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,636,725$2.15B0.5%+6.5%0.929%
5/16/2025Wilson & Boucher Capital Management LLC2,325$578K0.4%-4.1%0.000%
5/16/2025Woodline Partners LP180,388$44.86M0.3%+256.1%0.019%
5/16/2025Zurich Insurance Group Ltd FI354,295$88.10M0.7%+21.8%0.038%
5/16/2025Prostatis Group LLC1,746$434K0.1%-6.4%0.000%
5/16/2025McIlrath & Eck LLC2,226$553K0.1%+9.7%0.000%
5/16/2025Empowered Funds LLC51,883$12.90M0.2%-6.1%0.006%
5/16/2025Logan Capital Management Inc.72,962$18.14M0.8%-39.0%0.008%
5/16/2025AAF Wealth Management LLC831$207K0.1%N/A0.000%
5/16/2025Northeast Financial Consultants Inc6,104$1.52M0.1%-2.3%0.001%
5/16/2025HFM Investment Advisors LLC1,617$402K0.1%N/A0.000%
5/16/2025Faithward Advisors LLC2,029$505K0.1%+3.4%0.000%
5/16/2025MBB Public Markets I LLC1,305$325K0.0%N/A0.000%
5/16/2025Ascent Group LLC16,998$4.23M0.2%+14.8%0.002%
5/16/2025Meiji Yasuda Life Insurance Co1,072$267K0.0%N/A0.000%
5/16/2025RNC Capital Management LLC145,224$36.11M1.8%-39.2%0.016%
5/16/2025Meiji Yasuda Asset Management Co Ltd.34,713$8.63M0.3%-64.9%0.004%
5/16/2025Arete Wealth Advisors LLC18,814$4.68M0.3%+30.9%0.002%
5/16/2025Great Lakes Advisors LLC48,763$12.13M0.1%-0.4%0.005%
5/16/2025Strait & Sound Wealth Management LLC7,410$1.84M0.9%+6.1%0.001%
5/16/2025Signature Estate & Investment Advisors LLC7,643$1.90M0.1%-1.6%0.001%
5/16/2025Hamilton Capital LLC1,221$304K0.0%-21.7%0.000%
5/16/2025First Dallas Securities Inc.13,277$3.30M1.4%-21.4%0.001%
5/16/2025CTC Alternative Strategies Ltd.1,220$303K0.4%N/A0.000%
5/16/2025Ashton Thomas Private Wealth LLC17,024$4.23M0.2%+5.2%0.002%
5/16/2025Kestra Investment Management LLC3,718$925K0.0%+12.8%0.000%
5/16/2025Resources Management Corp CT ADV26,204$6.52M0.9%+0.3%0.003%
5/16/2025Cape Investment Advisory Inc.4,111$1.02M0.4%-1.0%0.000%
5/16/2025Jones Financial Companies Lllp37,305$9.28M0.0%-71.5%0.004%
5/16/2025Obsidian Personal Planning Solutions LLC5,964$1.44M0.6%-1.4%0.001%
5/16/2025Stance Capital LLC17,669$4.39M3.1%+2,011.0%0.002%
5/16/2025USS Investment Management Ltd146,053$36.33M0.3%-38.3%0.016%
5/16/2025UniSuper Management Pty Ltd176,810$43.97M0.3%+228.1%0.019%
5/16/2025Uniplan Investment Counsel Inc.15,756$3.92M0.4%-3.2%0.002%
5/16/2025Rise Advisors LLC1,832$456K0.2%+5.2%0.000%
5/16/2025Royal Capital Wealth Management LLC845$210K0.1%N/A0.000%
5/16/2025Pingora Partners LLC8,090$2.01M1.5%-1.2%0.001%
5/16/2025Plancorp LLC6,926$1.72M0.1%-4.6%0.001%
5/16/2025New England Asset Management Inc.20,285$5.04M0.8%-10.5%0.002%
5/16/2025Nissay Asset Management Corp Japan ADV126,121$31.36M0.2%+2.3%0.014%
5/16/2025Nearwater Capital Markets Ltd50,000$12.43M0.4%-66.7%0.005%
5/16/2025NewEdge Advisors LLC299,884$74.57M0.4%+9.0%0.032%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.493,492$122.68M0.3%-18.8%0.053%
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5/16/2025Integrated Wealth Concepts LLC49,351$12.27M0.1%+0.6%0.005%
5/16/2025Interval Partners LP1,084$270K0.0%N/A0.000%
5/16/2025Hall Laurie J Trustee29,958$7.45M2.7%-2.8%0.003%
5/16/2025Hancock Whitney Corp5,848$1.45M0.0%+3.1%0.001%
5/16/2025DnB Asset Management AS192,790$47.94M0.2%-27.5%0.021%
5/16/2025Edmond DE Rothschild Holding S.A.58,781$14.62M0.3%+61.8%0.006%
5/16/2025Clark Capital Management Group Inc.7,068$1.76M0.0%+7.7%0.001%
5/16/2025Cook Wealth LLC1,504$361K0.2%-9.3%0.000%
5/16/2025Curi RMB Capital LLC79,290$19.72M0.5%+27.5%0.009%
5/16/2025Bosun Asset Management LLC3,124$777K0.3%+3.5%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, 3,316 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Vanguard Group Inc. ($23.16B), State Street Corp ($12.31B), BlackRock Inc. ($9.91B), Geode Capital Management LLC ($4.59B), Northern Trust Corp ($2.68B), Capital World Investors ($2.63B), and Morgan Stanley ($2.28B).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 2,851 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. ($8.75M), International Assets Investment Management LLC ($5.34M), GAMMA Investing LLC ($4.40M), and GQG Partners LLC ($4.18M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 81,411,816 shares in the last 24 months. This purchase volume represents approximately $18.29B in transactions.

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

Of the 1,636 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), Legal & General Group Plc ($2.24M), Ameriprise Financial Inc. ($1.50M), Price T Rowe Associates Inc. MD ($1.13M), Bank of New York Mellon Corp ($887.11K), LSV Asset Management ($874.23K), and Caisse DE Depot ET Placement DU Quebec ($575.01K).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 34,509,213 shares in the last 24 months. This volume of shares sold represents approximately $7.64B in transactions.


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This page (NYSE:IBM) was last updated on 7/1/2025 by MarketBeat.com Staff
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