Go Pro
→ The dollar reset no one told you about (From Porter & Company) (Ad)tc pixel Free IBM Stock Alerts

International Business Machines (IBM) Institutional Ownership

International Business Machines logo
$298.80 +9.28 (+3.21%)
As of 11:36 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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)
2549
Total
Institutional Inflows
(last 12 months)
$20.70B
Number of
Institutional Sellers
(last 12 months)
1887
Total
Institutional Outflows
(last 12 months)
$9.75B
Get IBM Insider Trade Alerts

Want to know when executives and insiders are buying or selling International Business Machines stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBM Institutional Buying and Selling by Quarter

International Business Machines Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/6/2026Trilogy Capital Inc.1,560$439K0.0%+24.7%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB20,968$5.90M0.2%-2.2%0.002%
7/2/2026 Versant Capital Management Inc2,563$721K0.1%-6.8%0.000%
7/2/2026 Hilltop National Bank8,847$2.49M0.5%-0.5%0.001%
7/2/2026 SWP Investment Management LLC17,129$4.82M3.3%+3.9%0.002%
7/1/2026 PVG Asset Management Corp946$266K0.2%N/A0.000%
7/1/2026 Miller Global Investments LLC981$276K0.2%+31.3%0.000%
7/1/2026 Adelphi Trust Co734$206K0.1%N/A0.000%
7/1/2026 Roxbury Financial LLC8,087$2.27M1.8%-1.4%0.001%
6/30/2026VectorGlobal IAG Inc.31,865$7.72M2.0%N/A0.003%
6/26/2026WealthPoint Financial LLC1,207$292K0.2%+41.2%0.000%
6/24/2026Basecamp Wealth Advisors LLC1,598$387K0.1%+2.8%0.000%
6/24/2026Redwood Investment Management LLC5,781$1.40M0.2%+112.9%0.001%
6/23/2026Ballast Advisors LLC2,290$555K0.2%-7.2%0.000%
6/22/2026Sapient Capital LLC4,628$1.12M0.0%+64.6%0.000%
6/16/2026Steelhead Wealth Management LLC1,526$369K0.2%N/A0.000%
6/12/2026Shariaportfolio Inc.1,146$278K0.1%N/A0.000%
6/10/2026FAS Wealth Partners Inc.7,598$1.84M0.1%+1.1%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co20,341$4.93M0.2%+1.1%0.002%
6/8/2026Farmers National Bank28,786$6.98M1.5%+13.9%0.003%
6/3/2026Parallel Advisors LLC30,314$7.35M0.1%-4.7%0.003%
6/3/2026NewEdge Advisors LLC196,169$47.55M0.2%-48.3%0.021%
6/2/2026Blue Edge Capital LLC8,316$2.02M0.3%+22.9%0.001%
6/1/2026Caerus Investment Advisors LLC1,418$344K0.1%+35.7%0.000%
6/1/2026First Nebraska Trust Co14,118$3.42M0.3%N/A0.002%
6/1/2026Flagship Wealth Advisors LLC2,411$584K0.2%-12.1%0.000%
6/1/2026Foguth Wealth Management LLC.2,603$631K0.1%+10.0%0.000%
6/1/2026Integrated Investment Consultants LLC12,296$2.98M0.6%+0.4%0.001%
6/1/2026Keel Point LLC14,873$3.61M0.2%-6.4%0.002%
5/29/2026Asset Dedication LLC15,140$3.67M0.3%-17.8%0.002%
5/28/2026Blue Fin Capital Inc.1,101$267K0.0%+10.0%0.000%
5/28/2026Challenger Wealth Management1,760$426K0.3%-3.7%0.000%
5/27/2026Security Financial Services INC.2,393$580K0.1%+2.4%0.000%
5/27/2026Westshore Wealth LLC1,200$291K0.1%-7.7%0.000%
5/26/2026Glenmede Trust Co. NA118,151$28.64M0.1%-2.6%0.013%
5/26/2026Summit Financial Wealth Advisors LLC20,300$4.92M0.7%+7.8%0.002%
5/26/2026Axiom Investment Management LLC150$36K0.0%N/A0.000%
5/22/2026Summitry LLC2,571$623K0.0%+2.1%0.000%
5/22/2026Groupama Asset Managment6,451$1.56M0.0%-34.5%0.001%
5/22/2026WNY Asset Management LLC2,864$694K0.1%N/A0.000%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
5/22/2026Independent Wealth Advisors LLC836$203K0.2%+8.0%0.000%
5/22/2026Wellington Grp LLC1,849$448K0.1%-5.5%0.000%
5/22/2026Verus Capital Partners LLC4,950$1.20M0.1%-25.9%0.001%
5/21/2026Montchanin Asset Management LLC1,765$428K0.4%N/A0.000%
5/21/2026Compass Capital Management Inc.3,000$727K0.0%N/A0.000%
5/21/2026GKV Capital Management Co. Inc.700$174K0.1%N/A0.000%
5/21/2026Essential Partners LLC238$58K0.0%+244.9%0.000%
5/21/2026Vestor Capital LLC1,560$378K0.0%-38.3%0.000%
5/21/2026J. Derek Lewis & Associates Inc.1,666$404K0.1%+6.2%0.000%
5/20/2026Arete Wealth Advisors LLC31,154$7.55M0.5%-11.3%0.003%
5/20/2026Boothe Investment Group Inc.8,006$1.94M0.6%+9.5%0.001%
5/19/2026Western Wealth Management LLC11,213$2.72M0.1%+43.7%0.001%
5/19/2026McIlrath & Eck LLC2,553$619K0.0%+16.4%0.000%
5/19/2026Orographic Financial Advisors LLC1,204$291K0.2%N/A0.000%
5/19/2026Silicon Valley Capital Partners7,707$1.87M0.2%+23.5%0.001%
5/19/2026Paragon Private Wealth Management LLC11,781$2.86M0.9%+29.9%0.001%
5/19/2026Royal Fund Management LLC43,394$10.53M1.0%+14.6%0.005%
5/19/2026NewEdge Advisors LLC121,998$29.57M0.6%-67.8%0.013%
5/19/2026Ariadne Wealth Management LP1,449$351K0.2%-10.0%0.000%
5/19/2026Bank of America Corp DE16,063,653$3.89B0.3%+7.0%1.709%
5/19/2026Alexander Labrunerie & CO. Inc.1,580$383K0.1%-20.7%0.000%
5/19/2026Strait & Sound Wealth Management LLC6,692$1.62M0.6%+1.4%0.001%
5/19/2026Edgestream Partners L.P.1,718$416K0.0%-89.4%0.000%
5/19/2026Kentucky Retirement Systems84,271$20.43M0.7%+44.3%0.009%
5/19/2026Janus Henderson Group PLC302,610$73.35M0.0%-3.1%0.032%
5/19/2026Centaurus Financial Inc.4,078$988K0.0%+2.1%0.000%
5/19/2026Oddo BHF Asset Management Sas21,053$5.10M0.2%-42.4%0.002%
5/19/2026Bull Harbor Capital LLC1,349$327K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI1,585$384K0.0%+31.6%0.000%
5/19/2026Ashton Thomas Securities LLC3,271$793K0.1%+21.7%0.000%
5/19/2026Arkadios Wealth Advisors49,253$11.94M0.2%+30.6%0.005%
5/19/2026South Dakota Investment Council3,614$876K0.0%-18.1%0.000%
5/19/2026Altshuler Shaham Ltd393,030$95.27M1.5%-28.4%0.042%
5/19/2026Encore Global Management LP6,000$1.45M1.0%N/A0.001%
5/19/2026Arete Wealth Advisors LLC31,154$7.55M0.5%-11.3%0.003%
5/18/2026Sunbelt Securities Inc.15,128$3.67M0.2%+5.3%0.002%
5/18/2026Amundi4,771,223$1.16B0.3%+5.7%0.508%
5/18/2026EverSource Wealth Advisors LLC6,545$1.59M0.0%+29.6%0.001%
5/18/2026California State Teachers Retirement System1,421,892$344.65M0.4%-2.2%0.151%
5/18/2026ROI Financial Advisors LLC12,225$2.96M1.8%+3.5%0.001%
5/18/2026Empowered Funds LLC132,453$32.11M0.2%+4.4%0.014%
5/18/2026Evelyn Partners Investment Management LLP8,809$2.14M0.1%-1.0%0.001%
5/18/2026Evercore Wealth Management LLC62,801$15.22M0.2%+9.0%0.007%
5/16/2026The Manufacturers Life Insurance Company 663,625$160.86M0.1%-1.2%0.071%
5/16/2026KCM Investment Advisors LLC9,498$2.30M0.1%+1.7%0.001%
5/16/2026IMG Wealth Management Inc.847$205K0.1%-14.4%0.000%
5/16/2026Excelsior Advisor Network LLC5,027$1.22M0.5%-2.4%0.001%
5/16/2026Quantinno Capital Management LP360,342$87.34M0.1%+23.3%0.038%
5/16/2026Lazard Asset Management LLC67,198$16.29M0.0%-2.3%0.007%
5/15/2026Gateway Wealth Partners LLC7,129$1.73M0.1%+266.3%0.001%
New "AI Fuel" discovered near Grand Canyon (Ad)

A drilling crew near the Grand Canyon just uncovered an energy source the International Energy Agency says is large enough to meet global electricity demand 140 times over. Google, Berkshire Hathaway, and the President of the United States are all reportedly moving to secure access to this resource - and it may be the most significant development yet in the AI energy race.tc pixel

Find out why Big Tech is scrambling to lock this up now
5/15/2026Blue Chip Partners LLC3,900$945K0.1%-1.8%0.000%
5/15/2026Quadcap Wealth Management LLC3,604$874K0.1%+5.4%0.000%
5/15/2026Cypress Capital Group16,324$3.96M0.4%-16.1%0.002%
5/15/2026Everest Financial Group LLC1,971$478K0.1%N/A0.000%
5/15/2026OMERS ADMINISTRATION Corp63,361$15.36M0.1%+36.0%0.007%
5/15/202644 Wealth Management LLC13,401$3.25M1.1%-2.9%0.001%
5/15/2026FreeGulliver LLC840$204K0.1%+21.4%0.000%
5/15/2026Van Diest Capital LLC904$219K0.2%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT91,349$22.14M0.3%+1.0%0.010%
5/15/2026Lombard Odier Asset Management Switzerland SA47,208$11.44M0.4%-4.8%0.005%


IBM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,831 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 3,347 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 71,898,748 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 33,887,794 shares in the last 24 months. This volume of shares sold represents approximately $9.75B in transactions.


Related Companies

This page (NYSE:IBM) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
He’s Back. And He’s About to Act
The U.S. government holds 8,133 tonnes of gold valued at just $42.22 an ounce on its books - while gold trades...
Priority Gold | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Buy the “unseen winner of the AI race” before July 22
Marc Chaikin - the analyst who called Nvidia before a 45,000% surge - says one overlooked AI stock could split...
Chaikin Analytics | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Move your money (NOT into the next AI IPO)
While headlines focus on AI IPOs, the world's largest investors are moving capital into one asset at the faste...
Stansberry Research | Sponsoredtc pixel