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International Business Machines (IBM) Institutional Ownership

International Business Machines logo
$234.87 +0.16 (+0.07%)
As of 03:58 PM 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)
2516
Total
Institutional Inflows
(last 12 months)
$167.47B
Number of
Institutional Sellers
(last 12 months)
1714
Total
Institutional Outflows
(last 12 months)
$7.26B
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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
9/4/2026Parkside Financial Bank & Trust11,604$3.26M0.2%+1.2%0.001%
9/2/2026 Second Line Capital LLC1,553$437K0.1%-41.1%0.000%
9/2/2026 Range Advisory LLC1,580$444K0.1%+47.8%0.000%
9/2/2026 Capital & Planning LLC844$237K0.1%N/A0.000%
9/2/2026 Brown Lisle Cummings Inc.3,481$979K0.2%+20.1%0.000%
8/28/2026 Cornerstone Financial Management LLC137$39K0.0%+61.2%0.000%
8/27/2026 Corient Private Wealth LP454,375$127.78M0.2%-9.9%0.048%
8/26/2026 HORAN Wealth LLC2,941$827K0.1%-49.3%0.000%
8/26/2026 Amundi5,462,124$1.54B0.4%+14.5%0.580%
8/26/2026 HighTower Advisors LLC1,716,120$482.59M0.5%+27.8%0.182%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al260,810$73.34M0.4%N/A0.028%
8/25/2026 Financial Insights Inc.1,325$373K0.1%+12.0%0.000%
8/24/2026 California State Teachers Retirement System400,522,341$112.63B0.3%+28,068.3%42.512%
8/23/2026 Tanager Wealth Management LLP1,436$404K0.0%+44.9%0.000%
8/23/2026 DMC Group LLC1,206$339K0.2%-40.7%0.000%
8/23/2026 Alan B Lancz & Associates Inc.746$210K0.2%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC19,755$5.56M0.1%+60.4%0.002%
8/23/2026 Guardian Wealth Advisors LLC NC1,739$489K0.0%-7.0%0.000%
8/23/2026 Wedmont Private Capital12,349$3.55M0.1%-6.8%0.001%
8/23/2026 Kintra Wealth LLC9,495$2.67M0.1%+7.1%0.001%
8/23/2026 Aspire Capital Advisors LLC1,152$324K0.1%+12.2%0.000%
8/23/2026 POM Investment Strategies LLC3,069$863K1.0%+59.1%0.000%
8/23/2026 Widmann Financial Services Inc.14,849$4.18M2.2%-1.4%0.002%
8/23/2026 Insight Inv LLC15,213$4.28M2.0%+0.4%0.002%
8/23/2026 Operose Advisors LLC4,666$1.31M0.3%-3.5%0.000%
8/23/2026 HB Wealth Management LLC100,600$28.29M0.2%+7.0%0.011%
8/23/2026 Nilsine Partners LLC9,383$2.64M0.2%+1.4%0.001%
8/23/2026 Nvest Financial LLC8,564$2.41M0.8%+265.0%0.001%
8/23/2026 Saudi Central Bank65,662$18.47M0.2%+90.3%0.007%
8/23/2026 Fortitude Advisory Group L.L.C.4,371$1.23M0.5%+10.1%0.000%
8/23/2026 Angeles Wealth Management LLC5,878$1.65M0.1%+14.9%0.001%
8/22/2026 Advisory Solutions Group LLC2,487$699K0.2%N/A0.000%
8/22/2026 Rose Capital Advisors LLC1,844$519K0.3%N/A0.000%
8/22/2026 NBH Bank3,952$1.11M0.5%N/A0.000%
8/22/2026 Gainline Financial Partners LLC3,151$886K0.8%N/A0.000%
8/22/2026 William John Sempolinski4,850$1.36M0.6%N/A0.001%
8/22/2026 Succession Financial Inc.1,280$360K0.3%N/A0.000%
8/22/2026 MW Advisory LLC978$275K0.1%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC1,944$547K0.2%N/A0.000%
8/22/2026 Markowski Investments2,256$634K0.1%N/A0.000%
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8/22/2026 Old Mission Investment Co LLC6,456$1.82M0.4%N/A0.001%
8/22/2026 Highland Investment Advisors LLC142$40K0.0%N/A0.000%
8/22/2026 Outlook Capital Management LLC300$84K0.0%N/A0.000%
8/22/2026 Turner Financial Group Inc.731$206K0.2%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC440$124K0.2%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.1,688$474K0.3%N/A0.000%
8/22/2026 Invested Advisors1,447$407K0.4%-7.1%0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich812$228K0.0%-93.4%0.000%
8/22/2026 Blalock Williams LLC880$247K0.2%+6.0%0.000%
8/22/2026 FirstWave Capital Management LLC5,162$1.45M0.6%N/A0.001%
8/22/2026 Plan A Wealth LLC2,754$775K0.3%+10.2%0.000%
8/22/2026 BAM Wealth Management LLC1,254$353K0.2%+41.1%0.000%
8/22/2026 Cornerstone Advisors Asset Management LLC4,529$1.27M0.2%-8.1%0.000%
8/22/2026 SMART Wealth LLC3,994$1.12M0.2%-4.4%0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC827$232K0.1%-52.1%0.000%
8/22/2026 Copley Financial Group Inc.881$248K0.1%-33.1%0.000%
8/22/2026 Tudor Financial Inc.2,406$677K0.3%-38.0%0.000%
8/22/2026 LifePlan Investment Advisors Inc.6,045$1.70M0.6%+37.8%0.001%
8/22/2026 NWF Advisory Services Inc.5,161$1.45M0.1%+130.9%0.001%
8/22/2026 Syon Capital LLC3,706$1.04M0.0%-27.1%0.000%
8/22/2026 TD Waterhouse Canada Inc.131,314$37.61M0.1%+11.1%0.014%
8/22/2026 Premier Path Wealth Partners LLC7,072$1.99M0.2%+4.7%0.001%
8/22/2026 United Community Bank6,699$1.88M0.6%+1.4%0.001%
8/22/2026 Prosperitas Financial LLC1,823$513K0.2%+30.5%0.000%
8/22/2026 NEOS Investment Management LLC151,373$42.57M0.2%+12.4%0.016%
8/22/2026 Burford Brothers Inc.5,897$1.66M0.6%+2.6%0.001%
8/21/2026 Integrity Financial Corp WA721$203K0.1%-72.2%0.000%
8/21/2026 Montz Harcus Wealth Management LLC3,096$871K0.3%+1.7%0.000%
8/21/2026 High Net Worth Advisory Group LLC3,734$1.05M0.2%-25.0%0.000%
8/21/2026 KFG Wealth Management LLC3,946$1.11M0.1%-1.2%0.000%
8/21/2026 Carter Financial Group INC.1,468$413K0.2%-7.0%0.000%
8/21/2026 Athena Investment Management5,561$1.56M0.9%-13.6%0.001%
8/21/2026 Strengthening Families & Communities LLC18,651$5.25M1.2%+2.1%0.002%
8/21/2026 Beacon Capital Management LLC2,567$722K0.1%+4.5%0.000%
8/21/2026 Greenspring Advisors LLC4,172$1.17M0.1%+1.7%0.000%
8/21/2026 Aletheian Wealth Advisors LLC792$223K0.1%N/A0.000%
8/21/2026 Paragon Private Wealth Management LLC10,389$2.92M0.8%-11.8%0.001%
8/21/2026 Outfitters Financial LLC2,350$661K0.5%+5.9%0.000%
8/21/2026 Continuum Advisory LLC6,065$1.71M0.1%+12.3%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC739$208K0.0%N/A0.000%
8/21/2026 Orion Capital Management LLC2,791$785K0.2%-11.9%0.000%
8/21/2026 Round Rock Advisors LLC11,577$3.26M0.4%+3.3%0.001%
8/21/2026 Nykredit A S286,028$80.43M0.3%N/A0.030%
8/21/2026 Robbins Farley9,016$2.54M1.0%+1.9%0.001%
8/21/2026 B. Metzler seel. Sohn & Co. AG76,960$21.64M0.2%+23.1%0.008%
8/21/2026 MBA Advisors LLC5,649$1.59M0.5%+5.5%0.001%
8/21/2026 Emergent Wealth Advisors LLC3,471$976K0.5%-9.1%0.000%
8/21/2026 PFG Private Wealth Management LLC1,474$415K0.2%+3.7%0.000%
8/21/2026 Atticus Wealth Management LLC2,304$648K0.2%+135.8%0.000%
8/21/2026 Natural Investments LLC6,050$1.70M0.4%+3.6%0.001%
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8/21/2026 SkyOak Wealth LLC21,432$6.03M1.0%+2.6%0.002%
8/21/2026 XML Financial LLC29,225$8.22M0.6%-3.8%0.003%
8/21/2026 Beacon Financial Advisory LLC1,938$545K0.1%-10.7%0.000%
8/21/2026 KFA Private Wealth Group LLC2,473$696K0.2%-36.0%0.000%
8/21/2026 Sound Financial Strategies Group LLC1,199$337K0.2%+8.0%0.000%
8/21/2026 Symphony Financial Ltd. Co.3,539$986K0.1%+44.3%0.000%
8/21/2026 Secure Asset Management LLC3,476$977K0.1%-10.4%0.000%
8/21/2026 Chesapeake Wealth Management2,661$748K0.2%-7.5%0.000%
8/21/2026 Vanguard Capital Wealth Advisors960$270K0.2%+5.5%0.000%
8/21/2026 Acorn Wealth Advisors LLC6,295$1.77M0.4%+41.4%0.001%


IBM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,902 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were California State Teachers Retirement System ($112.63B), Vanguard Group Inc. ($28.80B), BlackRock Inc. ($21.59B), State Street Corp ($16.29B), Geode Capital Management LLC ($6.68B), Capital World Investors ($6.52B), and Morgan Stanley ($4.40B).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 3,453 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: California State Teachers Retirement System ($399.12M), 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), and Legal & General Group Plc ($7.08M).

Institutional investors have bought a total of 593,665,160 shares in the last 24 months. This purchase volume represents approximately $167.47B in transactions.

Of the 1,714 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 25,503,600 shares in the last 24 months. This volume of shares sold represents approximately $7.26B in transactions.


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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 9/4/2026. New 13F filings are added each quarter as they're published.
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