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International Business Machines (IBM) Institutional Ownership

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$214.16 +7.51 (+3.63%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$213.10 -1.06 (-0.49%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
2493
Total
Institutional Inflows
(last 12 months)
$20.69B
Number of
Institutional Sellers
(last 12 months)
1862
Total
Institutional Outflows
(last 12 months)
$9.78B
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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
7/25/2026Midland Wealth Advisors LLC7,091$1.99M0.1%+5.4%0.001%
7/25/2026Platform Technology Partners7,304$2.05M0.3%+3.6%0.001%
7/25/2026Sunpointe LLC1,134$319K0.1%-6.3%0.000%
7/25/2026Fortis Group Advisors LLC9,493$2.67M0.4%-3.7%0.001%
7/25/2026Clarus Group Inc.992$279K0.1%-37.6%0.000%
7/25/2026Farmers & Merchants Trust Co of Chambersburg PA11,819$3.32M0.8%-5.5%0.001%
7/25/2026TMB Capital Partners LLC7,855$2.21M0.7%+13.0%0.001%
7/25/2026Udine Wealth Management Inc.11,303$3.18M1.3%N/A0.001%
7/25/2026BridgePort Financial Solutions LLC5,064$1.42M0.4%+1.2%0.001%
7/25/2026Xcel Wealth Management LLC3,437$967K0.2%+32.2%0.000%
7/25/2026Townsend Asset Management Corp NC ADV2,397$674K0.2%+7.1%0.000%
7/25/2026Bogart Wealth LLC75,695$21.29M0.7%+5.3%0.008%
7/25/2026CRA Financial Services LLC4,688$1.32M0.2%-3.9%0.000%
7/25/2026MADDEN SECURITIES Corp13,265$3.73M1.0%-7.3%0.001%
7/25/2026Lansing Street Advisors2,173$611K0.1%+5.4%0.000%
7/25/2026Silver Coast Investments LLC1,402$394K0.1%+47.3%0.000%
7/25/2026Blossom Wealth Management3,270$920K1.3%-3.1%0.000%
7/25/2026James Investment Research Inc.9,339$2.63M0.3%+27.2%0.001%
7/25/2026Legacy Advisors LLC1,896$533K0.0%+15.6%0.000%
7/25/2026Investment Partners Asset Management Inc.8,694$2.45M1.4%-3.5%0.001%
7/25/2026Greenwood Gearhart LLC3,151$886K0.0%+13.5%0.000%
7/25/2026MBM Wealth Consultants LLC2,992$841K0.2%+17.2%0.000%
7/25/2026Pine Valley Investments Ltd Liability Co20,558$5.78M0.2%+1.1%0.002%
7/24/2026Barrett & Company Inc.3,613$1.02M0.3%+40.6%0.000%
7/24/2026CPC Advisors LLC8,982$2.53M0.3%+1.6%0.001%
7/24/2026Avidian Wealth Enterprises LLC10,579$2.98M0.1%+3.8%0.001%
7/24/2026D.A. Davidson & CO.185,102$52.05M0.3%+4.1%0.020%
7/24/2026Benjamin Edwards Inc.110,766$31.15M0.3%+40.2%0.012%
7/24/2026Montz Harcus Wealth Management LLC3,096$871K0.3%+1.7%0.000%
7/24/2026XML Financial LLC29,225$8.22M0.6%-3.8%0.003%
7/24/2026KPP Advisory Services LLC1,677$471K0.1%-21.2%0.000%
7/24/2026Wolfstich Capital LLC5,753$1.67M1.3%-1.9%0.001%
7/24/2026Penobscot Investment Management Company Inc.8,010$2.25M0.2%-1.2%0.001%
7/24/2026Vest Financial LLC357,096$100.42M1.1%+18.7%0.038%
7/24/2026Wagner Wealth Management LLC9,648$2.71M0.5%+1.9%0.001%
7/24/2026Bank Pictet & Cie Europe AG8,955$2.52M0.0%+51.0%0.001%
7/24/2026Provenance Wealth Advisors LLC4,788$1.35M0.1%+11.7%0.001%
7/24/2026Munich Reinsurance Co Stock Corp in Munich812$228K0.0%-93.4%0.000%
7/24/2026Nicholas Wealth LLC.4,261$1.20M0.7%+6.2%0.000%
7/24/2026Leisure Capital Management4,791$1.35M0.4%+5.0%0.001%
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7/24/2026CrossGen Wealth LLC1,321$371K0.3%+19.4%0.000%
7/24/2026Nilsine Partners LLC9,383$2.64M0.2%+1.4%0.001%
7/24/2026 Naples Global Advisors LLC17,322$4.87M0.3%+0.8%0.002%
7/24/2026 Vanguard Capital Wealth Advisors960$270K0.2%+5.5%0.000%
7/24/2026 TI Trust Inc.4,580$1.29M0.7%+1.9%0.000%
7/24/2026 Total Clarity Wealth Management Inc.11,369$3.20M0.6%+485.1%0.001%
7/24/2026 Sivia Capital Partners LLC8,739$2.46M0.3%+44.9%0.001%
7/24/2026Insight Inv LLC15,213$4.28M2.0%+0.4%0.002%
7/24/2026Essex LLC9,788$2.75M0.4%+1.4%0.001%
7/24/2026Crewe Advisors LLC4,811$1.35M0.1%+2.8%0.001%
7/24/2026Vista Capital Partners Inc.4,047$1.14M0.1%-3.4%0.000%
7/24/2026 Cookson Peirce & Co. Inc.8,540$2.40M0.1%+21.5%0.001%
7/24/2026 Cascade Investment Group Inc.7,466$2.10M1.2%+1.3%0.001%
7/24/2026 Griffin Asset Management Inc.26,888$7.56M0.8%+141.0%0.003%
7/24/2026 Hunter Associates Investment Management LLC18,007$5.05M0.6%+1.2%0.002%
7/24/2026 Ignite Planners LLC4,884$1.37M0.2%+13.6%0.001%
7/24/2026 Tanager Wealth Management LLP1,436$404K0.0%+44.9%0.000%
7/24/2026 Saratoga Research & Investment Management2,624$738K0.0%-4.0%0.000%
7/24/2026 Welch Group LLC301,425$84.76M2.9%+2.2%0.032%
7/24/2026 Forum Financial Management LP4,782$1.35M0.0%-2.2%0.001%
7/23/2026 Etesian Wealth Advisors Inc.4,711$1.33M0.4%-3.0%0.001%
7/23/2026 WMS Group LLC1,373$386K0.5%N/A0.000%
7/23/2026 Cape Investment Advisory Inc.2,619$737K0.2%+8.2%0.000%
7/23/2026 PFG Investments LLC48,519$13.64M0.5%+13.2%0.005%
7/23/2026 Johnson Investment Counsel Inc.37,084$10.43M0.1%-9.1%0.004%
7/23/2026 Wealth Architects LLC4,686$1.32M0.1%+1.8%0.000%
7/23/2026 Abundance Wealth Counselors16,854$4.74M0.5%+92.2%0.002%
7/23/2026 Capstone Wealth Management LLC1,382$389K0.2%N/A0.000%
7/23/2026 Symmetry Partners LLC985$277K0.0%N/A0.000%
7/23/2026 RIA Advisory Group LLC1,809$509K0.1%-6.2%0.000%
7/23/2026 Tranquility Partners LLC1,724$485K0.2%+9.5%0.000%
7/23/2026 Sawyer & Company Inc2,500$703K0.2%-3.2%0.000%
7/23/2026 L. Roy Papp & Associates LLP4,518$1.27M0.1%-12.2%0.000%
7/23/2026 ERn Financial LLC2,414$679K0.1%+99.8%0.000%
7/23/2026 Nations Financial Group Inc. IA ADV14,566$4.10M0.2%-37.1%0.002%
7/23/2026 Karras Company Inc.8,782$2.47M2.2%+2.7%0.001%
7/23/2026 Capital Investment Advisory Services LLC17,737$4.99M0.3%-9.8%0.002%
7/23/2026 Financial & Tax Architects LLC29,366$8.26M1.7%-3.6%0.003%
7/23/2026 Mosley Wealth Management1,313$369K0.1%-44.5%0.000%
7/23/2026 Cornerstone Wealth Management LLC46,058$12.95M0.6%+5.9%0.005%
7/23/2026 McElhenny Sheffield Capital Management LLC2,537$713K0.2%+16.7%0.000%
7/23/2026 Steigerwald Gordon & Koch Inc.97,405$27.39M2.7%-0.1%0.010%
7/23/2026 Robbins Farley9,016$2.54M1.0%+1.9%0.001%
7/23/2026 Capital Advisors Inc. OK363,488$102.22M1.5%+46.1%0.039%
7/23/2026 Warren Street Wealth Advisors LLC999$281K0.1%-9.8%0.000%
7/23/2026 ABN Amro Investment Solutions62,692$17.63M0.2%+26.2%0.007%
7/23/2026 Securian Asset Management Inc.25,003$7.03M0.3%-1.2%0.003%
7/23/2026 Apollon Financial LLC2,131$599K0.1%+7.0%0.000%
7/23/2026 Apollon Wealth Management LLC115,960$32.61M0.4%+2.2%0.012%
7/23/2026 SBI Securities Co. Ltd.84,151$23.66M0.5%-4.5%0.009%
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7/23/2026 WT Wealth Management1,035$291K0.1%+12.0%0.000%
7/23/2026 Meridian Investment Counsel Inc.8,728$2.45M0.5%-1.5%0.001%
7/23/2026 Oakworth Capital Inc.3,848$1.09M0.1%+8.6%0.000%
7/23/2026 Marathon Capital Management31,148$8.76M1.8%+0.6%0.003%
7/23/2026 Confluence Wealth Services Inc.19,768$5.56M0.2%+21.6%0.002%
7/23/2026 Asset Advisors Investment Management LLC2,179$613K0.1%-12.2%0.000%
7/22/2026 Exchange Traded Concepts LLC44,338$12.47M0.1%+16.2%0.005%
7/22/2026 Sippican Capital Advisors9,023$2.54M1.5%+768.4%0.001%
7/22/2026 Entelevest LLC1,208$340K0.3%+5.8%0.000%
7/22/2026 Fortitude Advisory Group L.L.C.4,371$1.23M0.5%+10.1%0.000%


IBM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,841 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 3,367 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 71,932,605 shares in the last 24 months. This purchase volume represents approximately $20.69B in transactions.

Of the 1,862 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 34,028,481 shares in the last 24 months. This volume of shares sold represents approximately $9.78B in transactions.



This page (NYSE:IBM) was last updated on 7/26/2026 by MarketBeat.com Staff.
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