International Business Machines (IBM) Institutional Ownership

$161.96

+1.74 (+1.09%)

(As of 12/8/2023 ET)

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Today's Range: $160.00
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$162.04
50-Day Range: $136.40
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$161.96
52-Week Range: $120.55
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$162.79

Volume: 4.55 million shs
Average Volume: 3.68 million shs
Market Capitalization: $147.89 billion

P/E Ratio: 21.48
Dividend Yield: 4.10%
Price Target: $150.00

Current Institutional Ownership Percentage: 56.16%
Number of Institutional Buyers (last 12 months): 1720
Total Institutional Inflows (last 12 months): $12.78 B

Number of Institutional Sellers (last 12 months): 1387
Total Institutional Outflows (last 12 months): $6.01 B

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IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/6/2023	VisionPoint Advisory Group LLC	4,823	$0.68M	0.3%	+9.9%	0.001%
12/6/2023	Raleigh Capital Management Inc.	10,583	$1.49M	0.8%	-1.2%	0.001%
12/5/2023	TAP Consulting LLC	1,755	$0.25M	0.1%	N/A	0.000%
12/1/2023	B. Riley Wealth Advisors Inc.	94,887	$13.31M	0.4%	-2.4%	0.010%
12/1/2023	Fortis Group Advisors LLC	8,649	$1.17M	0.4%	+85.2%	0.001%
12/1/2023	Wellington Management Group LLP	246,889	$34.64M	0.0%	-3.8%	0.027%
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11/30/2023	American Century Companies Inc.	527,666	$74.03M	0.1%	+23.0%	0.058%
11/30/2023	Fidelity D & D Bancorp Inc.	39,652	$5.56M	5.7%	N/A	0.004%
11/30/2023	Modera Wealth Management LLC	17,565	$2.46M	0.0%	-12.6%	0.002%
11/30/2023	Neo Ivy Capital Management	888	$0.13M	0.1%	N/A	0.000%
11/29/2023	Quantum Financial Advisors LLC	1,766	$0.25M	0.1%	N/A	0.000%
11/28/2023	Bar Harbor Wealth Management	56,941	$7.99M	0.6%	-3.4%	0.006%
11/27/2023	Trust Co. of Vermont	36,413	$5.11M	0.3%	+7.6%	0.004%
11/27/2023	Banque Pictet & Cie SA	67,813	$9.51M	0.1%	+12.2%	0.007%
11/24/2023	Deutsche Bank AG	2,596,526	$364.29M	0.2%	-12.8%	0.284%
11/24/2023	EP Wealth Advisors LLC	26,646	$3.74M	0.1%	-72.8%	0.003%
11/22/2023	Public Sector Pension Investment Board	97,552	$13.69M	0.1%	-31.8%	0.011%
11/22/2023	Graham Capital Management L.P.	6,638	$0.93M	0.0%	-94.5%	0.001%
11/22/2023	Verity Asset Management Inc.	16,972	$2.38M	1.8%	+2.2%	0.002%
11/21/2023	Oak Grove Capital LLC	26,610	$3.73M	1.3%	+10.6%	0.003%
11/21/2023	Allen Mooney & Barnes Investment Advisors LLC	44,182	$6.20M	1.3%	N/A	0.005%
11/21/2023	Comerica Bank	356,912	$50.08M	0.3%	-61.8%	0.039%
11/21/2023	Spears Abacus Advisors LLC	2,460	$0.35M	0.0%	-3.9%	0.000%
11/21/2023	Carlson Capital Management	4,142	$0.58M	0.0%	+2.4%	0.000%
11/21/2023	Tompkins Financial Corp	13,900	$1.95M	0.3%	-3.7%	0.002%
11/20/2023	Silver Oak Securities Incorporated	4,198	$0.59M	0.1%	+20.6%	0.000%
11/17/2023	Diversified Trust Co	14,644	$2.06M	0.1%	+9.2%	0.002%
11/17/2023	OLD National Bancorp IN	24,868	$3.49M	0.1%	-9.5%	0.003%
11/17/2023	Spartan Planning & Wealth Management	1,942	$0.27M	0.3%	N/A	0.000%
11/17/2023	Athena Investment Management	7,700	$1.08M	0.8%	+2.3%	0.001%
11/16/2023	Resources Management Corp CT ADV	29,956	$4.20M	0.7%	-0.4%	0.003%
11/16/2023	CM Wealth Advisors LLC	1,683	$0.26M	0.1%	N/A	0.000%
11/16/2023	Integrated Advisors Network LLC	45,533	$6.39M	0.4%	+17.2%	0.005%
11/16/2023	Creative Planning	243,112	$34.11M	0.0%	+7.8%	0.027%
11/16/2023	Revisor Wealth Management LLC	2,427	$0.34M	0.3%	N/A	0.000%
11/16/2023	Chesapeake Wealth Management	2,459	$0.35M	0.1%	-13.2%	0.000%
11/16/2023	Financial Gravity Asset Management Inc.	225	$32K	0.0%	+67.9%	0.000%
11/16/2023	Wilson & Boucher Capital Management LLC	2,600	$0.37M	0.3%	-10.3%	0.000%
11/16/2023	Strait & Sound Wealth Management LLC	6,266	$0.88M	0.8%	+118.6%	0.001%
11/16/2023	Orion Capital Management LLC	3,179	$0.45M	0.3%	-22.1%	0.000%

11/16/2023	Blueprint Investment Partners LLC	3,243	$0.46M	0.1%	+4.1%	0.000%
11/16/2023	Obsidian Personal Planning Solutions LLC	5,869	$0.79M	1.0%	N/A	0.001%
11/16/2023	Harbour Investments Inc.	6,151	$0.86M	0.0%	+830.6%	0.001%
11/16/2023	High Falls Advisors Inc	1,674	$0.24M	0.1%	-8.0%	0.000%
11/16/2023	Belpointe Asset Management LLC	7,007	$0.98M	0.1%	+42.5%	0.001%
11/16/2023	First Foundation Advisors	4,777	$0.67M	0.0%	-37.2%	0.001%
11/16/2023	Public Employees Retirement System of Ohio	462,845	$64.94M	0.3%	-6.4%	0.051%
11/16/2023	Moneta Group Investment Advisors LLC	15,336	$2.15M	0.0%	-1.7%	0.002%
11/16/2023	FineMark National Bank & Trust	9,445	$1.33M	0.1%	-3.3%	0.001%
11/16/2023	Fairfield Bush & CO.	5,694	$0.80M	0.5%	-52.1%	0.001%
11/16/2023	Advisors Capital Management LLC	326,045	$45.74M	1.2%	+2.6%	0.036%
11/16/2023	Morgan Stanley	16,257,789	$2.28B	0.2%	+13.4%	1.780%
11/16/2023	Essex Financial Services Inc.	29,161	$4.09M	0.5%	+3.5%	0.003%
11/16/2023	Journey Advisory Group LLC	2,141	$0.30M	0.0%	+10.3%	0.000%
11/16/2023	Penserra Capital Management LLC	28,557	$4M	0.1%	+3.6%	0.003%
11/15/2023	Stonebridge Capital Advisors LLC	24,899	$3.49M	0.4%	+2.1%	0.003%
11/15/2023	Integrated Wealth Concepts LLC	44,950	$6.31M	0.1%	+1.7%	0.005%
11/15/2023	J.P. Marvel Investment Advisors LLC	19,875	$2.79M	0.6%	-0.6%	0.002%
11/15/2023	Holderness Investments Co.	16,051	$2.25M	0.9%	+0.9%	0.002%
11/15/2023	Roanoke Asset Management Corp NY	5,325	$0.75M	0.3%	-2.2%	0.001%
11/15/2023	Townsquare Capital LLC	89,599	$12.57M	0.2%	-4.9%	0.010%
11/15/2023	WealthPlan Investment Management LLC	47,552	$6.67M	0.8%	+237,660.0%	0.005%
11/15/2023	Hamilton Capital LLC	2,154	$0.30M	0.0%	+4.4%	0.000%
11/15/2023	Mercer Global Advisors Inc. ADV	150,151	$21.07M	0.1%	+0.4%	0.016%
11/15/2023	Toroso Investments LLC	121,538	$17.05M	0.5%	-28.6%	0.013%
11/15/2023	The Manufacturers Life Insurance Company	661,997	$92.88M	0.1%	-5.6%	0.072%
11/15/2023	Dana Investment Advisors Inc.	3,523	$0.49M	0.0%	-2.5%	0.000%
11/15/2023	Crestwood Advisors Group LLC	14,383	$2.02M	0.1%	+41.7%	0.002%
11/15/2023	Royal London Asset Management Ltd.	363,259	$50.97M	0.2%	+6.0%	0.040%
11/15/2023	Riggs Asset Managment Co. Inc.	38,867	$5.45M	1.9%	+5.2%	0.004%
11/15/2023	Round Hill Asset Management	16,460	$2.31M	1.5%	-4.0%	0.002%
11/15/2023	Schroder Investment Management Group	819,450	$114.97M	0.2%	+8.4%	0.090%
11/15/2023	Scotia Capital Inc.	144,594	$20.29M	0.1%	-2.4%	0.016%
11/15/2023	Sei Investments Co.	202,557	$28.41M	0.1%	+4.0%	0.022%
11/15/2023	Kelly Lawrence W & Associates Inc. CA	608	$85K	0.0%	+97.4%	0.000%
11/15/2023	KPP Advisory Services LLC	2,687	$0.38M	0.1%	N/A	0.000%
11/15/2023	Lowe Brockenbrough & Co. Inc.	13,815	$1.94M	0.2%	-7.8%	0.002%
11/15/2023	LaSalle St. Investment Advisors LLC	3,052	$0.43M	0.2%	+15.4%	0.000%
11/15/2023	Laurel Wealth Advisors LLC	7,161	$1.01M	0.2%	-1.3%	0.001%
11/15/2023	Legacy Advisors LLC	5,210	$0.73M	0.1%	N/A	0.001%
11/15/2023	Legal & General Group Plc	6,407,873	$899.03M	0.3%	-3.7%	0.702%
11/15/2023	Edgar Lomax Co. VA	259,318	$36.38M	2.5%	-1.6%	0.028%
11/15/2023	EHP Funds Inc.	2,400	$0.34M	0.2%	-53.8%	0.000%
11/15/2023	Evergreen Capital Management LLC	11,878	$1.67M	0.1%	+1.3%	0.001%
11/15/2023	Adage Capital Partners GP L.L.C.	895,790	$125.68M	0.3%	+9.3%	0.098%
11/15/2023	AIMZ Investment Advisors LLC	19,376	$2.72M	1.2%	-1.7%	0.002%
11/15/2023	Alps Advisors Inc.	163,376	$22.92M	0.2%	-8.8%	0.018%
11/15/2023	Ameriprise Financial Inc.	7,899,931	$1.11B	0.4%	-0.4%	0.865%
11/15/2023	Axxcess Wealth Management LLC	13,840	$1.94M	0.1%	+43.0%	0.002%
11/15/2023	Advisors Asset Management Inc.	288,138	$40.43M	0.9%	-6.8%	0.032%

11/15/2023	Shelton Capital Management	52,606	$7.38M	0.3%	+8.0%	0.006%
11/15/2023	First National Bank of Omaha	11,248	$1.58M	0.1%	-0.9%	0.001%
11/15/2023	Glenmede Trust Co. NA	176,060	$24.70M	0.1%	-13.3%	0.019%
11/15/2023	Truist Financial Corp	560,700	$78.67M	0.1%	+8.3%	0.061%
11/15/2023	Becker Capital Management Inc.	8,344	$1.17M	0.0%	-5.3%	0.001%
11/15/2023	AQR Capital Management LLC	723,767	$101.54M	0.2%	+35.8%	0.079%
11/15/2023	Stansberry Asset Management LLC	17,118	$2.40M	0.4%	+2.7%	0.002%
11/15/2023	Insigneo Advisory Services LLC	4,222	$0.59M	0.1%	-35.7%	0.000%
11/15/2023	SRS Capital Advisors Inc.	7,604	$1.07M	0.1%	-9.5%	0.001%
11/15/2023	Smith Shellnut Wilson LLC ADV	3,147	$0.44M	0.3%	-13.5%	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, 2,637 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Aspire Private Capital LLC ($86.47B), BlackRock Inc. ($9.91B), Vanguard Group Inc. ($9.40B), State Street Corp ($7.28B), Biltmore Wealth Management LLC ($5.42B), Morgan Stanley ($2.28B), and Geode Capital Management LLC ($2.23B).Learn more on IBM's institutional investors.
What percentage of International Business Machines stock is owned by institutional investors?: 56.16% 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 2,342 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 ($13.89M), Moneta Group Investment Advisors LLC ($11.02M), Morgan Stanley ($5M), BlackRock Inc. ($4.70M), State Street Corp ($3.60M), and California Public Employees Retirement System ($3.40M).

How much institutional buying is happening at International Business Machines?: Institutional investors have bought a total of 149,024,904 shares in the last 24 months. This purchase volume represents approximately $20.07B in transactions.
Which International Business Machines major shareholders have been selling company stock?: Of the 1,854 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), Nordea Investment Management AB ($3.46M), Franklin Resources Inc. ($2.94M), Envestnet Asset Management Inc. ($2.05M), LSV Asset Management ($1.93M), Bank of Nova Scotia ($1.91M), and Invesco Ltd. ($1.50M).
How much institutional selling is happening at International Business Machines?: Institutional investors have sold a total of 76,277,149 shares in the last 24 months. This volume of shares sold represents approximately $10.21B in transactions.

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This page (NYSE:IBM) was last updated on 12/9/2023 by MarketBeat.com Staff

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International Business Machines (IBM) Institutional Ownership

IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

IBM Institutional Ownership - Frequently Asked Questions

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International Business Machines (IBM) Institutional Ownership

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

IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

IBM Institutional Ownership - Frequently Asked Questions