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International Business Machines (IBM) Institutional Ownership

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$225.90 -3.13 (-1.37%)
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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)
2615
Total
Institutional Inflows
(last 12 months)
$23.80B
Number of
Institutional Sellers
(last 12 months)
1965
Total
Institutional Outflows
(last 12 months)
$11.00B
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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
5/6/2026Heartland Bank & Trust Co5,914$1.43M0.3%+33.6%0.001%
5/6/2026Zhang Financial LLC23,339$5.66M0.2%+14.6%0.002%
5/6/2026Atlas Wealth LLC22,391$5.43M0.7%+33.5%0.002%
5/6/2026Simon Quick Advisors LLC22,759$5.52M0.3%+22.2%0.002%
5/6/2026Aire Advisors LLC2,400$582K0.1%+2.8%0.000%
5/6/2026Cornerstone Planning Group LLC2,003$459K0.1%+58.8%0.000%
5/6/2026Gryphon Financial Partners LLC4,926$1.19M0.1%-1.2%0.001%
5/6/2026Hamilton Point Investment Advisors LLC26,847$6.51M1.0%-0.5%0.003%
5/6/2026Modera Wealth Management LLC21,350$5.18M0.1%-5.4%0.002%
5/6/2026Advisortrust Partners LLC1,025$248K0.1%-53.9%0.000%
5/6/2026Assetmark Inc.64,458$15.62M0.0%+24.8%0.007%
5/6/2026NovaPoint Capital LLC26,652$6.46M1.6%+8.7%0.003%
5/6/2026PeakShares LLC4,516$1.10M1.0%+38.4%0.000%
5/6/2026Gallacher Capital Management LLC3,108$753K0.3%-25.7%0.000%
5/6/2026Angeles Wealth Management LLC5,115$1.24M0.1%+10.2%0.001%
5/6/2026Fiscal Wisdom Wealth Management LLC878$213K0.2%-7.9%0.000%
5/6/2026AXS Investments LLC11,332$2.75M1.1%-12.1%0.001%
5/6/2026Clearstead Trust LLC9,344$2.27M0.4%-0.6%0.001%
5/6/2026Financiere des Professionnels Fonds d investissement inc.700$170K0.0%+40.0%0.000%
5/6/2026Goodman Financial Corp47,534$11.52M2.0%+62.3%0.005%
5/6/2026Bessemer Group Inc.770,245$186.70M0.3%-8.3%0.082%
5/6/2026Avalon Trust Co854$207K0.0%-12.3%0.000%
5/6/2026 SteelPeak Wealth LLC34,167$8.28M0.3%+459.7%0.004%
5/6/2026 Allspring Global Investments Holdings LLC292,200$71.05M0.1%-15.5%0.031%
5/6/2026 Frisch Financial Group Inc.3,219$780K0.2%-3.8%0.000%
5/6/2026 Independent Financial Group LLC24,795$6.01M0.2%N/A0.003%
5/6/2026 Enterprise Financial Services Corp4,376$1.06M0.5%+28.6%0.000%
5/6/2026 Prosperity Consulting Group LLC23,639$5.73M0.3%-7.0%0.003%
5/6/2026 Frazier Financial Advisors LLC799$194K0.1%+17.2%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co3,331$807K0.1%-1.3%0.000%
5/5/2026 Financial Harvest LLC949$230K0.1%-9.9%0.000%
5/5/2026 Noesis Capital Mangement Corp1,797$436K0.1%+6.5%0.000%
5/5/2026 Vectors Research Management LLC21,111$5.12M1.5%-3.2%0.002%
5/5/2026 Wealthfront Advisers LLC134,147$32.52M0.1%+2.7%0.014%
5/5/2026 D.A. Davidson & CO.177,820$43.10M0.3%-9.4%0.019%
5/5/2026 Navigation Group LLC1,154$280K0.1%N/A0.000%
5/5/2026 Beaumont Financial Advisors LLC6,863$1.66M0.1%-15.9%0.001%
5/5/2026 Marks Group Wealth Management Inc10,508$2.55M0.2%-2.1%0.001%
5/5/2026 Bank of New York Mellon Corp7,170,703$1.74B0.3%-0.3%0.763%
5/5/2026 Illinois Municipal Retirement Fund78,719$19.08M0.2%-0.3%0.008%
5/5/2026 Nolet Wealth Management LLC867$210K0.1%N/A0.000%
5/5/2026 Journey Advisory Group LLC8,924$2.16M0.2%-37.5%0.001%
5/5/2026 Peninsula Asset Management Inc.11,650$2.82M1.4%+6.7%0.001%
5/5/2026 Harmony Asset Management LLC18,816$4.56M1.4%+6.0%0.002%
5/5/2026 Geneos Wealth Management Inc.22,072$5.35M0.1%-2.6%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.850$206K0.0%N/A0.000%
5/5/2026 MASTERINVEST Kapitalanlage GmbH21,136$5.12M0.5%-9.7%0.002%
5/5/2026 NFSG Corp16,893$4.10M0.7%+28.7%0.002%
5/5/2026 Northstar Financial Companies Inc.2,317$562K0.4%-2.2%0.000%
5/5/2026 Ethos Financial Group LLC2,745$665K0.0%-29.1%0.000%
5/5/2026 Signet Financial Management LLC10,536$2.55M0.3%+1.6%0.001%
5/5/2026 SouthState Bank Corp34,954$8.47M0.4%-3.1%0.004%
5/5/2026 Luts & Greenleigh Group Inc.8,819$2.14M1.7%-2.4%0.001%
5/5/2026 Opinicus Capital Inc.8,636$2.09M1.5%+27.9%0.001%
5/5/2026 Sanctuary Advisors LLC264,484$64.11M0.3%-1.6%0.028%
5/5/2026 Sigma Planning Corp42,677$10.34M0.3%-4.3%0.005%
5/5/2026 Cornerstone Advisory LLC4,347$1.05M0.1%+15.5%0.000%
5/5/2026 Conservest Capital Advisors Inc.1,316$319K0.0%+40.3%0.000%
5/5/2026 Members Trust Co24,054$5.83M0.2%+1.2%0.003%
5/5/2026 Mill Capital Management LLC3,405$825K0.1%-17.3%0.000%
5/5/2026 Adell Harriman & Carpenter Inc.70,806$17.16M1.0%+1.4%0.008%
5/5/2026 1ST Source Bank26,528$6.43M0.3%-4.6%0.003%
5/5/2026 Checchi Capital Advisers LLC9,176$2.22M0.1%+8.0%0.001%
5/5/2026 First National Bank of Hutchinson3,259$790K0.5%-38.6%0.000%
5/5/2026 RWWM Inc.6,387$1.55M0.1%-33.1%0.001%
5/5/2026 CFO Capital Management LLC5,897$1.43M1.1%-32.0%0.001%
5/5/2026 Nwam LLC11,882$2.88M0.2%+18.1%0.001%
5/5/2026 Flynn Zito Capital Management LLC1,605$389K0.1%-8.9%0.000%
5/5/2026 Maryland State Retirement & Pension System46,645$11.31M0.2%+0.4%0.005%
5/5/2026 Avantax Planning Partners Inc.36,587$8.87M0.2%-1.2%0.004%
5/4/2026 Milestones Private Investment Advisors LLC1,079$262K0.2%-47.6%0.000%
5/4/2026 Calamos Wealth Management LLC8,240$2.00M0.1%-2.9%0.001%
5/4/2026 Calamos Advisors LLC123,566$29.95M0.1%+7.1%0.013%
5/4/2026 AMG National Trust Bank20,813$5.05M0.1%+19.7%0.002%
5/4/2026 Retirement Planning Group LLC6,582$1.60M0.0%-8.0%0.001%
5/4/2026 Legacy Capital Group California Inc.4,642$1.13M0.4%-62.2%0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management57,052$13.83M0.2%+6.0%0.006%
5/4/2026 Bryn Mawr Trust Advisors LLC55,857$13.54M0.7%-0.6%0.006%
5/4/2026 Bleakley Financial Group LLC40,802$9.89M0.2%-12.2%0.004%
5/4/2026 Archer Investment Corp2,127$516K0.1%-49.1%0.000%
5/4/2026 Birinyi Associates Inc.24,059$5.83M1.6%+6.0%0.003%
5/4/2026 HBW Advisory Services LLC3,084$748K0.1%-2.6%0.000%
5/4/2026 State of Michigan Retirement System244,140$59.18M0.3%-0.2%0.026%
5/4/2026 NWF Advisory Services Inc.2,235$542K0.1%-13.7%0.000%
5/4/2026 TFR Capital LLC.1,319$320K0.1%+16.9%0.000%
5/4/2026 Principal Financial Group Inc.1,065,505$258.27M0.1%-0.7%0.113%
5/4/2026 Citizens National Bank Trust Department9,444$2.29M0.4%+39.2%0.001%
5/4/2026 Chicago Partners Investment Group LLC24,103$6.07M0.1%+5.1%0.003%
5/4/2026 Gratus Wealth Advisors LLC6,661$1.62M0.2%+9.3%0.001%
5/4/2026 Kellett Wealth Advisors LLC1,579$383K0.2%+24.4%0.000%
5/4/2026 Parr Mcknight Wealth Management Group LLC3,675$891K0.1%-73.8%0.000%
5/4/2026 Y.D. More Investments Ltd500$121K0.0%+25.0%0.000%
5/4/2026 J. Safra Sarasin Holding AG231,531$56.12M1.0%+0.7%0.025%
5/4/2026 Applied Finance Capital Management LLC108,225$26.23M2.0%-8.3%0.012%
5/4/2026 CORDA Investment Management LLC.4,412$1.07M0.1%-6.8%0.000%
5/4/2026 Tradewinds LLC.5,409$1.26M0.5%-2.2%0.001%
5/4/2026 Lifeworks Advisors LLC25,862$6.27M0.8%+4.0%0.003%
5/4/2026 Del Sette Capital Management LLC11,265$2.73M1.6%+4.8%0.001%
5/4/2026 Procyon Advisors LLC15,571$3.77M0.1%+18.6%0.002%
5/2/2026 Avion Wealth541$131K0.0%+46.2%0.000%


IBM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBM shares?

During the previous two years, 3,816 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), Bank of America Corp DE ($4.45B), Morgan Stanley ($4.40B), and Northern Trust Corp ($3.00B).Learn more on International Business Machines' institutional investors.

What percentage of International Business Machines' stock is owned by institutional investors?

58.96% 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 3,342 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: Norges Bank ($20.70M), Capital World Investors ($17.03M), Vanguard Group Inc. ($12.46M), Price T Rowe Associates Inc. MD ($5.60M), GAMMA Investing LLC ($4.40M), GQG Partners LLC ($4.18M), and Nuveen LLC ($3.86M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 84,180,973 shares in the last 24 months. This purchase volume represents approximately $23.79B in transactions.

Which of International Business Machines' major shareholders have been selling company stock?

Of the 1,953 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), First Trust Advisors LP ($1.67M), California Public Employees Retirement System ($1.35M), LSV Asset Management ($1.21M), and Morgan Stanley ($1.16M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 38,868,147 shares in the last 24 months. This volume of shares sold represents approximately $11.00B in transactions.


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This page (NYSE:IBM) was last updated on 5/6/2026 by MarketBeat.com Staff.
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