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International Business Machines (IBM) Institutional Ownership

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$268.19 -4.05 (-1.49%)
Closing price 06/15/2026 03:59 PM Eastern
Extended Trading
$268.15 -0.04 (-0.02%)
As of 08:17 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
2547
Total
Institutional Inflows
(last 12 months)
$20.70B
Number of
Institutional Sellers
(last 12 months)
1888
Total
Institutional Outflows
(last 12 months)
$9.76B
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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
6/12/2026 Shariaportfolio Inc.1,146$278K0.1%N/A0.000%
6/10/2026 FAS Wealth Partners Inc.7,598$1.84M0.1%+1.1%0.001%
6/8/2026 Pine Valley Investments Ltd Liability Co20,341$4.93M0.2%+1.1%0.002%
6/8/2026 Farmers National Bank28,786$6.98M1.5%+13.9%0.003%
6/3/2026 Parallel Advisors LLC30,314$7.35M0.1%-4.7%0.003%
6/3/2026 NewEdge Advisors LLC196,169$47.55M0.2%-48.3%0.021%
6/2/2026 Blue Edge Capital LLC8,316$2.02M0.3%+22.9%0.001%
6/1/2026 Caerus Investment Advisors LLC1,418$344K0.1%+35.7%0.000%
6/1/2026 First Nebraska Trust Co14,118$3.42M0.3%N/A0.002%
6/1/2026 Flagship Wealth Advisors LLC2,411$584K0.2%-12.1%0.000%
6/1/2026 Foguth Wealth Management LLC.2,603$631K0.1%+10.0%0.000%
6/1/2026 Integrated Investment Consultants LLC12,296$2.98M0.6%+0.4%0.001%
6/1/2026 Keel Point LLC14,873$3.61M0.2%-6.4%0.002%
5/29/2026 Asset Dedication LLC15,140$3.67M0.3%-17.8%0.002%
5/28/2026 Blue Fin Capital Inc.1,101$267K0.0%+10.0%0.000%
5/28/2026 Challenger Wealth Management1,760$426K0.3%-3.7%0.000%
5/27/2026 Security Financial Services INC.2,393$580K0.1%+2.4%0.000%
5/27/2026 Westshore Wealth LLC1,200$291K0.1%-7.7%0.000%
5/26/2026 Glenmede Trust Co. NA118,151$28.64M0.1%-2.6%0.013%
5/26/2026 Summit Financial Wealth Advisors LLC20,300$4.92M0.7%+7.8%0.002%
5/26/2026 Axiom Investment Management LLC150$36K0.0%N/A0.000%
5/22/2026 Summitry LLC2,571$623K0.0%+2.1%0.000%
5/22/2026 Groupama Asset Managment6,451$1.56M0.0%-34.5%0.001%
5/22/2026 WNY Asset Management LLC2,864$694K0.1%N/A0.000%
5/22/2026 Independent Wealth Advisors LLC836$203K0.2%+8.0%0.000%
5/22/2026 Wellington Grp LLC1,849$448K0.1%-5.5%0.000%
5/22/2026 Verus Capital Partners LLC4,950$1.20M0.1%-25.9%0.001%
5/21/2026 Montchanin Asset Management LLC1,765$428K0.4%N/A0.000%
5/21/2026 Compass Capital Management Inc.3,000$727K0.0%N/A0.000%
5/21/2026 GKV Capital Management Co. Inc.700$174K0.1%N/A0.000%
5/21/2026 Essential Partners LLC238$58K0.0%+244.9%0.000%
5/21/2026 Vestor Capital LLC1,560$378K0.0%-38.3%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.1,666$404K0.1%+6.2%0.000%
5/20/2026 Arete Wealth Advisors LLC31,154$7.55M0.5%-11.3%0.003%
5/20/2026 Boothe Investment Group Inc.8,006$1.94M0.6%+9.5%0.001%
5/19/2026 Western Wealth Management LLC11,213$2.72M0.1%+43.7%0.001%
5/19/2026 McIlrath & Eck LLC2,553$619K0.0%+16.4%0.000%
5/19/2026 Orographic Financial Advisors LLC1,204$291K0.2%N/A0.000%
5/19/2026 Silicon Valley Capital Partners7,707$1.87M0.2%+23.5%0.001%
5/19/2026 Paragon Private Wealth Management LLC11,781$2.86M0.9%+29.9%0.001%
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5/19/2026 Royal Fund Management LLC43,394$10.53M1.0%+14.6%0.005%
5/19/2026 NewEdge Advisors LLC121,998$29.57M0.6%-67.8%0.013%
5/19/2026 Ariadne Wealth Management LP1,449$351K0.2%-10.0%0.000%
5/19/2026 Bank of America Corp DE16,063,653$3.89B0.3%+7.0%1.709%
5/19/2026 Alexander Labrunerie & CO. Inc.1,580$383K0.1%-20.7%0.000%
5/19/2026 Strait & Sound Wealth Management LLC6,692$1.62M0.6%+1.4%0.001%
5/19/2026 Edgestream Partners L.P.1,718$416K0.0%-89.4%0.000%
5/19/2026 Kentucky Retirement Systems84,271$20.43M0.7%+44.3%0.009%
5/19/2026 Janus Henderson Group PLC302,610$73.35M0.0%-3.1%0.032%
5/19/2026 Centaurus Financial Inc.4,078$988K0.0%+2.1%0.000%
5/19/2026 Oddo BHF Asset Management Sas21,053$5.10M0.2%-42.4%0.002%
5/19/2026 Bull Harbor Capital LLC1,349$327K0.1%N/A0.000%
5/19/2026 Strategic Investment Advisors MI1,585$384K0.0%+31.6%0.000%
5/19/2026 Ashton Thomas Securities LLC3,271$793K0.1%+21.7%0.000%
5/19/2026 Arkadios Wealth Advisors49,253$11.94M0.2%+30.6%0.005%
5/19/2026 South Dakota Investment Council3,614$876K0.0%-18.1%0.000%
5/19/2026 Altshuler Shaham Ltd393,030$95.27M1.5%-28.4%0.042%
5/19/2026 Encore Global Management LP6,000$1.45M1.0%N/A0.001%
5/19/2026 Arete Wealth Advisors LLC31,154$7.55M0.5%-11.3%0.003%
5/18/2026 Sunbelt Securities Inc.15,128$3.67M0.2%+5.3%0.002%
5/18/2026 Amundi4,771,223$1.16B0.3%+5.7%0.508%
5/18/2026 EverSource Wealth Advisors LLC6,545$1.59M0.0%+29.6%0.001%
5/18/2026 California State Teachers Retirement System1,421,892$344.65M0.4%-2.2%0.151%
5/18/2026 ROI Financial Advisors LLC12,225$2.96M1.8%+3.5%0.001%
5/18/2026 Empowered Funds LLC132,453$32.11M0.2%+4.4%0.014%
5/18/2026 Evelyn Partners Investment Management LLP8,809$2.14M0.1%-1.0%0.001%
5/18/2026 Evercore Wealth Management LLC62,801$15.22M0.2%+9.0%0.007%
5/16/2026 The Manufacturers Life Insurance Company 663,625$160.86M0.1%-1.2%0.071%
5/16/2026 KCM Investment Advisors LLC9,498$2.30M0.1%+1.7%0.001%
5/16/2026 IMG Wealth Management Inc.847$205K0.1%-14.4%0.000%
5/16/2026 Excelsior Advisor Network LLC5,027$1.22M0.5%-2.4%0.001%
5/16/2026 Quantinno Capital Management LP360,342$87.34M0.1%+23.3%0.038%
5/16/2026 Lazard Asset Management LLC67,198$16.29M0.0%-2.3%0.007%
5/15/2026 Gateway Wealth Partners LLC7,129$1.73M0.1%+266.3%0.001%
5/15/2026 Blue Chip Partners LLC3,900$945K0.1%-1.8%0.000%
5/15/2026 Quadcap Wealth Management LLC3,604$874K0.1%+5.4%0.000%
5/15/2026 Cypress Capital Group16,324$3.96M0.4%-16.1%0.002%
5/15/2026 Everest Financial Group LLC1,971$478K0.1%N/A0.000%
5/15/2026 OMERS ADMINISTRATION Corp63,361$15.36M0.1%+36.0%0.007%
5/15/2026 44 Wealth Management LLC13,401$3.25M1.1%-2.9%0.001%
5/15/2026 FreeGulliver LLC840$204K0.1%+21.4%0.000%
5/15/2026 Van Diest Capital LLC904$219K0.2%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT91,349$22.14M0.3%+1.0%0.010%
5/15/2026 Lombard Odier Asset Management Switzerland SA47,208$11.44M0.4%-4.8%0.005%
5/15/2026 Mustico Financial Group Inc.1,135$263K0.2%N/A0.000%
5/15/2026 Matrix Private Capital Group LLC4,393$1.07M0.5%N/A0.000%
5/15/2026 Waverly Advisors LLC60,657$14.70M0.1%-6.3%0.006%
5/15/2026 Asset Management Group Inc.1,700$412K0.1%-23.9%0.000%
5/15/2026 Van Den Berg Management I Inc.36,942$8.95M2.1%+0.2%0.004%
5/15/2026 Wealth Alliance LLC6,088$1.48M0.1%-1.5%0.001%
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5/15/2026 Unisphere Establishment365,000$88.47M0.7%-13.1%0.039%
5/15/2026 Vivaldi Capital Management LP1,071$260K0.0%-4.6%0.000%
5/15/2026 Epoch Investment Partners Inc.497,613$120.62M0.7%-0.3%0.053%
5/15/2026 Dempze Nancy E5,460$1.32M0.7%-5.2%0.001%
5/15/2026 Entropy Technologies LP40,997$9.94M0.5%+2,749.0%0.004%
5/15/2026 St. Louis Trust Co5,112$1.24M0.1%+10.4%0.001%
5/15/2026 Bridgewater Advisors Inc.10,288$2.49M0.2%-6.7%0.001%
5/15/2026 Cannell & Spears LLC31,099$7.52M0.1%-6.0%0.003%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund614,710$149M0.2%+99.0%0.065%
5/14/2026 Dai ichi Life Insurance Company Ltd92,008$22.30M0.6%-5.9%0.010%


IBM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,827 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Vanguard Group Inc. ($28.80B), State Street Corp ($16.29B), Geode Capital Management LLC ($6.68B), Capital World Investors ($6.52B), Morgan Stanley ($4.40B), Bank of America Corp DE ($3.89B), and Northern Trust Corp ($3.00B).Learn more on International Business Machines' institutional investors.

58.96% of International Business Machines' stock is owned by institutional investors. Learn more on IBM's institutional investor holdings.

Of the 3,345 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 ($20.70M), Capital World Investors ($16.70M), Vanguard Group Inc. ($6.92M), GAMMA Investing LLC ($4.40M), GQG Partners LLC ($4.18M), Nuveen LLC ($3.86M), and Price T Rowe Associates Inc. MD ($3.48M).

Institutional investors have bought a total of 71,901,141 shares in the last 24 months. This purchase volume represents approximately $20.70B in transactions.

Of the 1,887 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: Amundi ($2.55M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.07M), Laurel Wealth Advisors LLC ($1.90M), California Public Employees Retirement System ($1.76M), First Trust Advisors LP ($1.67M), Morgan Stanley ($1.16M), and KBC Group NV ($743.60K).

Institutional investors have sold a total of 33,946,496 shares in the last 24 months. This volume of shares sold represents approximately $9.76B in transactions.


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This page (NYSE:IBM) was last updated on 6/16/2026 by MarketBeat.com Staff.
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