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International Business Machines (IBM) Institutional Ownership

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$228.40 -2.38 (-1.03%)
Closing price 10/14/2026 03:59 PM Eastern
Extended Trading
$226.74 -1.65 (-0.72%)
As of 07:11 AM Eastern
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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)
2515
Total
Institutional Inflows
(last 12 months)
$55.40B
Number of
Institutional Sellers
(last 12 months)
1715
Total
Institutional Outflows
(last 12 months)
$7.24B
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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
10/15/2026Birchbrook Inc.6,992$1.54M0.7%-4.9%0.001%
10/15/2026Triangle Securities Wealth Management4,821$1.06M0.2%+47.6%0.001%
10/15/2026Mather Group LLC.11,443$2.52M0.0%+57.6%0.001%
10/15/2026First Pacific Financial21,331$4.69M0.5%+1.1%0.002%
10/15/2026Summit Financial Strategies Inc.924$203K0.0%+26.7%0.000%
10/15/2026Reliant Investment Management LLC3,566$784K0.3%N/A0.000%
10/15/2026Fortitude Family Office LLC1,443$317K0.1%+71.6%0.000%
10/15/2026Meridian Investment Counsel Inc.8,653$1.90M0.4%-0.9%0.001%
10/15/2026Godsey & Gibb Inc.103,019$22.66M1.6%+0.5%0.011%
10/15/2026Weil Company Inc.3,504$771K0.1%+2.8%0.000%
10/14/2026Wolfstich Capital LLC5,642$1.24M0.5%-1.9%0.001%
10/14/2026Union Savings Bank1,985$437K0.2%-2.6%0.000%
10/14/2026Elmwood Wealth Management Inc.1,071$236K0.1%-21.5%0.000%
10/14/2026Essex LLC10,740$2.36M0.3%+9.7%0.001%
10/14/2026Cultivar Capital Inc.2,067$455K0.3%-65.9%0.000%
10/14/2026Triumph Capital Management6,046$1.33M0.2%+11.1%0.001%
10/14/2026WealthSpring Partners LLC2,396$527K0.6%-26.9%0.000%
10/14/2026SFM LLC d b a Sweeney Financial Advisors1,110$244K0.1%N/A0.000%
10/14/2026Sanders Morris Harris LLC12,308$2.78M0.4%N/A0.001%
10/14/2026Adirondack Trust Co.9,947$2.19M0.8%+21.1%0.001%
10/14/2026Lodestone Wealth Management LLC323$71K0.0%-22.0%0.000%
10/14/2026N10 Wealth LLC1,127$248K0.1%N/A0.000%
10/14/2026ABLE Financial Group LLC1,964$432K0.1%+2.8%0.000%
10/14/2026Navigate Wealth Management LLC6,581$1.50M0.9%N/A0.001%
10/14/2026Thurston Springer Miller Herd & Titak Inc.583$128K0.2%-87.6%0.000%
10/14/2026First Citizens Bank & Trust Co.30,151$6.63M0.1%+40.3%0.003%
10/14/2026Focus Financial Network Inc.6,939$1.53M0.0%+1.2%0.001%
10/14/2026Succession Financial Inc.938$206K0.2%-26.7%0.000%
10/14/2026Define Financial LLC1,122$247K0.1%+12.3%0.000%
10/14/2026KMG Fiduciary Partners LLC13,831$3.04M0.3%-9.2%0.001%
10/14/2026Allied Investment Advisors LLC4,957$1.09M0.1%-1.0%0.001%
10/14/2026Salem Investment Counselors Inc.6,354$1.40M0.0%-0.8%0.001%
10/14/2026Signal Advisors Wealth LLC9,896$2.18M0.1%+4.7%0.001%
10/14/20264WEALTH Advisors Inc.994$219K0.2%-61.6%0.000%
10/14/2026Foster Group Inc.2,558$563K0.0%-3.5%0.000%
10/14/2026Krilogy Financial LLC9,856$2.24M0.1%+27.1%0.001%
10/14/2026Walker Asset Management LLC1,324$291K0.1%+6.3%0.000%
10/14/2026Affinity Capital Advisors LLC2,128$483K0.1%-5.2%0.000%
10/13/2026Mechanics Bank Trust Department3,500$770K0.1%-4.2%0.000%
10/13/2026Fagan Associates Inc.10,216$2.25M0.3%+0.7%0.001%
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10/13/2026Lineweaver Wealth Advisors LLC7,363$1.62M0.2%-30.3%0.001%
10/13/2026Forvis Mazars Wealth Advisors LLC37,444$8.24M0.1%+0.7%0.004%
10/13/2026Courier Capital LLC31,088$6.84M1.3%-9.0%0.003%
10/13/2026Accel Wealth Management6,130$1.35M0.3%+5.3%0.001%
10/13/2026Contravisory Investment Management Inc.498$110K0.0%-28.4%0.000%
10/13/2026Financial Planning Hawaii Inc.2,727$600K0.3%-2.5%0.000%
10/13/2026Bouvel Investment Partners LLC23,602$5.19M1.2%+1.0%0.003%
10/13/2026St. Clair Advisors LLC17,929$3.94M0.9%+10.0%0.002%
10/13/2026Cascade Investment Group Inc.6,732$1.48M0.8%-9.8%0.001%
10/13/2026McGlone Suttner Wealth Management Inc.4,638$1.02M0.1%+6.8%0.000%
10/13/2026McCollum Christoferson Group LLC24,298$5.34M0.8%+0.4%0.003%
10/13/2026Sax Wealth Advisors LLC9,576$2.11M0.1%+12.0%0.001%
10/13/2026Fragasso Financial Advisors Inc1,886$428K0.0%-5.0%0.000%
10/13/2026Fermata Advisors LLC1,424$313K0.1%+7.3%0.000%
10/13/2026NorthCrest Asset Manangement LLC95,013$21.53M0.5%+29.6%0.010%
10/13/2026Avior Wealth Management LLC7,047$1.55M0.0%-10.0%0.001%
10/13/2026Baldwin Wealth Partners LLC MA76,411$16.81M1.1%-6.3%0.008%
10/13/2026Perpetual Ltd15,683$3.45M0.1%+41.9%0.002%
10/13/2026Woodstock Corp1,127$248K0.0%-4.2%0.000%
10/13/2026Vertrix Wealth Management LLC14,439$3.18M1.1%+9.4%0.002%
10/13/2026JGP Wealth Management LLC3,480$765K0.1%+84.5%0.000%
10/10/2026Sacks & Associates LLC8,777$1.93M1.4%N/A0.001%
10/10/2026RTD Financial Advisors Inc.8,233$1.81M0.2%+24.1%0.001%
10/10/2026Armstrong Advisory Group Inc.4,658$1.02M0.1%+51.0%0.000%
10/10/2026Oak Grove Capital LLC105,800$23.27M1.0%+1.0%0.011%
10/10/2026Marquette Asset Management LLC815$179K0.0%-8.3%0.000%
10/10/2026Tilia Fiduciary Partners Inc.9,386$2.06M1.0%+4.9%0.001%
10/10/2026Jacobs & Co. CA65,409$14.39M1.3%+1.4%0.007%
10/10/2026Friday Financial2,090$472K0.1%+9.8%0.000%
10/10/2026ANB Bank5,837$1.28M0.5%+5.8%0.001%
10/10/2026Valley Wealth Managers Inc.20,565$4.52M0.2%+7.2%0.002%
10/10/2026Argus Investors Counsel Inc.1,085$239K0.2%-39.5%0.000%
10/10/2026Atlas Brown Inc.6,707$1.48M0.4%+0.7%0.001%
10/10/2026Davidson Trust Co.2,707$595K0.2%-9.8%0.000%
10/10/2026Castleview Partners LLC3,053$671K0.3%+21.5%0.000%
10/9/2026Stokes Capital Advisors LLC33,863$7.45M1.7%-0.9%0.004%
10/9/2026Mirador Capital Partners LP5,839$1.28M0.1%-2.2%0.001%
10/9/2026Capital Advisors Wealth Management LLC2,700$594K0.1%-8.2%0.000%
10/9/2026Kaizen Financial Strategies933$205K0.1%N/A0.000%
10/9/2026Sound Income Strategies LLC69,881$15.84M0.4%+6.9%0.007%
10/9/2026Balefire LLC2,944$648K0.1%-41.8%0.000%
10/9/2026Decker Wealth Management LLC3,224$709K0.1%+2.0%0.000%
10/9/2026Castle Rock Wealth Management LLC8,511$1.88M0.4%-53.3%0.001%
10/9/2026Bill Few Associates Inc.21,821$4.80M0.9%+10.1%0.002%
10/9/2026Shulman DeMeo Asset Management LLC7,320$1.62M0.6%-7.1%0.001%
10/9/2026Avity Investment Management Inc.53,216$11.70M0.7%+1.8%0.006%
10/9/2026Bullock Wealth Management Group2,949$665K0.3%+2.9%0.000%
10/9/2026Riversedge Advisors LLC2,172$478K0.1%+20.7%0.000%
10/9/2026Wedmont Private Capital13,128$2.98M0.1%+6.3%0.001%
10/9/2026Koenig Investment Advisory LLC10,154$2.23M1.5%-2.2%0.001%
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10/9/2026Intelligence Driven Advisers LLC1,347$296K0.1%+10.1%0.000%
10/9/2026Journey Retirement Planning & Investment Management LLC986$217K0.1%-52.1%0.000%
10/9/2026Cadent Capital Advisors LLC1,061$233K0.1%-9.5%0.000%
10/9/2026BOS Asset Management LLC1,897$417K0.1%-2.5%0.000%
10/9/2026WoodTrust Financial Corp5,288$1.16M0.1%-3.6%0.001%
10/9/2026Paragon Capital Management Ltd4,655$1.02M0.2%-1.2%0.000%
10/9/2026Lawood & Co.6,449$1.42M0.9%-3.7%0.001%
10/9/2026Douglas Lane & Associates LLC129,781$28.54M0.3%-1.5%0.014%
10/9/2026Gerald Baker Financial Group LLC1,018$224K0.1%+13.5%0.000%
10/9/2026Graves Light Lenhart Wealth Inc.2,883$634K0.1%-4.0%0.000%


IBM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,907 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Vanguard Group Inc. ($28.80B), BlackRock Inc. ($21.59B), State Street Corp ($15.76B), Geode Capital Management LLC ($6.68B), Capital World Investors ($6.52B), Morgan Stanley ($4.40B), and Bank of America Corp DE ($4.21B).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 3,447 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: BlackRock Inc. ($76.76M), Norges Bank ($20.70M), Capital World Investors ($16.70M), Bank of America Corp DE ($16.04M), Bank of New York Mellon Corp ($9.39M), Legal & General Group Plc ($7.08M), and Vanguard Group Inc. ($6.92M).

Institutional investors have bought a total of 195,989,729 shares in the last 24 months. This purchase volume represents approximately $55.40B in transactions.

Of the 1,699 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: 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 ($1.26M), Morgan Stanley ($1.16M), First Trust Advisors LP ($839.55K), Bank of America Corp DE ($699.76K), and Assenagon Asset Management S.A. ($680.82K).

Institutional investors have sold a total of 25,449,123 shares in the last 24 months. This volume of shares sold represents approximately $7.24B in transactions.



Institutional ownership data for NYSE:IBM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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