International Business Machines (IBM) Institutional Ownership

$167.13
-1.78 (-1.05%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
58.96%
Number of
Institutional Buyers
(last 12 months)
1767
Total
Institutional Inflows
(last 12 months)
$10.27B
Number of
Institutional Sellers
(last 12 months)
1390
Total
Institutional Outflows
(last 12 months)
$5.54B
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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
4/27/2024 Weatherly Asset Management L. P.4,217$805K0.1%-9.7%0.000%
4/27/2024James Hambro & Partners78,990$15.08M0.7%+5.7%0.009%
4/27/2024Hourglass Capital LLC30,425$5.81M1.8%-0.2%0.003%
4/27/2024Conning Inc.4,513$862K0.0%+24.1%0.000%
4/27/2024Signature Wealth Management Partners LLC3,583$684K0.6%-10.6%0.000%
4/26/2024Pinnacle Associates Ltd.134,165$25.62M0.4%+2.3%0.015%
4/26/2024Trueblood Wealth Management LLC2,100$401K0.2%+51.1%0.000%
4/26/2024Sterling Investment Counsel LLC2,117$404K0.2%+6.0%0.000%
4/26/2024Securian Asset Management Inc.53,893$10.29M0.3%-6.8%0.006%
4/26/2024Aspen Investment Management Inc8,549$1.63M0.8%+9.4%0.001%
4/26/2024Plan Group Financial LLC1,920$367K0.2%N/A0.000%
4/26/2024McGuire Investment Group LLC2,036$389K0.1%-15.3%0.000%
4/26/2024BLB&B Advisors LLC23,536$4.49M0.3%-3.5%0.003%
4/26/2024UMB Bank n.a.88,533$16.91M0.3%-64.5%0.010%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC4,683$894K0.4%-8.5%0.001%
4/26/2024MBA Advisors LLC5,389$1.03M0.5%+3.7%0.001%
4/26/2024Prestige Wealth Management Group LLC563$108K0.0%-19.9%0.000%
4/26/2024Northwest Bancshares Inc.7,293$1.39M0.2%-7.3%0.001%
4/26/2024Yousif Capital Management LLC188,405$35.98M0.4%-4.2%0.021%
4/26/2024SlateStone Wealth LLC10,096$1.93M0.2%+83.1%0.001%
4/26/2024ZWJ Investment Counsel Inc.15,450$2.95M0.1%-3.3%0.002%
4/26/2024First National Trust Co62,370$11.91M0.5%-36.5%0.007%
4/26/2024Clear Creek Financial Management LLC2,193$413K0.1%-52.5%0.000%
4/26/2024Quantum Financial Advisors LLC1,980$378K0.1%+45.8%0.000%
4/26/2024Members Trust Co26,097$4.98M0.1%-13.2%0.003%
4/26/2024Sumitomo Life Insurance Co.14,245$2.72M0.1%-3.7%0.002%
4/26/2024First Personal Financial Services3,429$655K0.2%-2.1%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.23,400$4.47M0.1%N/A0.003%
4/26/2024Patrick M Sweeney & Associates Inc.2,158$412K0.3%+4.9%0.000%
4/26/2024Carr Financial Group Corp1,444$276K0.1%-12.4%0.000%
4/26/2024MONECO Advisors LLC9,544$1.82M0.3%+19.4%0.001%
4/26/2024KG&L Capital Management LLC2,380$452K0.2%-3.5%0.000%
4/26/2024Verdence Capital Advisors LLC19,104$3.65M0.3%-9.2%0.002%
4/26/2024Terra Nova Asset Management LLC8,459$1.62M1.3%+27.3%0.001%
4/26/2024AJ Advisors LLC1,540$294K0.2%-5.8%0.000%
4/26/2024Checchi Capital Advisers LLC9,280$1.77M0.1%+2.4%0.001%
4/26/2024Tritonpoint Wealth LLC2,341$437K0.0%-19.0%0.000%
4/26/2024Meridian Wealth Management LLC55,876$10.67M1.8%+23.3%0.006%
4/26/2024Bogart Wealth LLC68,172$13.02M0.7%-0.9%0.007%
4/25/2024Q3 Asset Management16,518$3.15M0.9%+1,326.4%0.002%
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4/25/2024Jacobsen Capital Management1,145$219K0.1%N/A0.000%
4/25/2024Lindbrook Capital LLC3,784$723K0.1%+5.4%0.000%
4/25/2024New York State Teachers Retirement System876,710$167.42M0.3%-1.4%0.096%
4/25/2024Lodestar Private Asset Management LLC2,162$413K0.1%-13.9%0.000%
4/25/2024Center for Financial Planning Inc.3,195$610K0.1%+23.7%0.000%
4/25/2024TRUE Private Wealth Advisors6,447$1.23M0.1%+13.5%0.001%
4/25/2024Adell Harriman & Carpenter Inc.56,155$10.72M0.9%+1.0%0.006%
4/25/2024Bank of New York Mellon Corp8,748,818$1.67B0.3%-1.2%0.954%
4/25/2024Kinneret Advisory LLC23,894$4.56M0.5%-0.3%0.003%
4/25/2024Bridges Investment Management Inc.8,502$1.62M0.1%-20.2%0.001%
4/25/2024Osborne Partners Capital Management LLC3,459$661K0.0%-15.3%0.000%
4/25/2024Equitable Trust Co.6,230$1.19M0.1%-7.7%0.001%
4/25/2024Smith Chas P & Associates PA Cpas2,126$406K0.0%+8.2%0.000%
4/25/2024Professional Financial Advisors LLC1,172$224K0.1%N/A0.000%
4/25/2024Fielder Capital Group LLC1,264$241K0.1%N/A0.000%
4/25/2024Advocate Group LLC66,555$12.71M2.5%-5.6%0.007%
4/25/2024Capital Investment Advisory Services LLC22,047$4.21M0.5%-6.5%0.002%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 350,203$66.88M0.2%-0.8%0.038%
4/25/2024Benedict Financial Advisors Inc.1,642$314K0.1%+19.9%0.000%
4/25/2024MTM Investment Management LLC3,782$722K0.3%-9.5%0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund279,581$53.39M0.6%+2.3%0.030%
4/25/2024Investment Advisory Services Inc. TX ADV3,131$598K0.2%-2.2%0.000%
4/25/2024Aaron Wealth Advisors LLC7,950$1.52M0.2%-34.9%0.001%
4/25/2024Eudaimonia Partners LLC3,071$586K0.1%-3.7%0.000%
4/25/2024Olistico Wealth LLC2,488$475K0.3%-26.6%0.000%
4/25/2024Argus Investors Counsel Inc.1,085$207K0.1%N/A0.000%
4/25/2024 Greylin Investment Management Inc26,294$5.02M0.8%-10.2%0.003%
4/25/2024 Summit Financial LLC4,597$878K0.1%-4.9%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.244,224$46.64M0.2%+5.6%0.027%
4/24/2024 Private Trust Co. NA12,554$2.40M0.3%+4.2%0.001%
4/24/2024 Leavell Investment Management Inc.12,688$2.42M0.1%+1.8%0.001%
4/24/2024 Beddow Capital Management Inc.54,755$10.46M4.6%-13.2%0.006%
4/24/2024 Patton Albertson Miller Group LLC20,864$3.98M0.6%+8.4%0.002%
4/24/2024 Zhang Financial LLC14,650$2.80M0.2%+24.0%0.002%
4/24/2024 CENTRAL TRUST Co24,884$4.75M0.1%-2.6%0.003%
4/24/2024 Activest Wealth Management244$47K0.0%N/A0.000%
4/24/2024 Berkshire Bank4,388$838K0.2%-11.0%0.000%
4/24/2024 Newbridge Financial Services Group Inc.3,387$647K0.3%+10.9%0.000%
4/24/2024 Hedges Asset Management LLC11,000$2.10M1.5%-0.9%0.001%
4/24/2024 Trinity Legacy Partners LLC3,015$576K0.2%-11.4%0.000%
4/24/2024 Round Rock Advisors LLC13,325$2.55M0.6%+0.9%0.001%
4/24/2024 Dakota Wealth Management109,067$20.83M0.5%+1,288.0%0.012%
4/24/2024 Smith Anglin Financial LLC10,589$2.02M0.2%+2.0%0.001%
4/24/2024 Simplicity Wealth LLC42,164$8.05M0.2%N/A0.005%
4/24/2024 Archford Capital Strategies LLC9,897$1.89M0.3%-5.1%0.001%
4/24/2024 NBT Bank N A NY48,893$9.34M0.7%+9.4%0.005%
4/24/2024 Wells Trecaso Financial Group LLC44,582$8.51M3.0%+2.8%0.005%
4/24/2024 Childress Capital Advisors LLC2,070$395K0.1%-5.3%0.000%
4/24/2024 Spire Wealth Management15,609$2.98M0.1%-1.2%0.002%
4/24/2024 Gemmer Asset Management LLC1,150$220K0.0%N/A0.000%
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4/24/2024 Essex Financial Services Inc.30,686$5.86M0.5%+2.5%0.003%
4/24/2024 Dechtman Wealth Management LLC1,481$283K0.1%+7.6%0.000%
4/24/2024 Bar Harbor Wealth Management73,855$14.10M0.9%+4.6%0.008%
4/24/2024 West Branch Capital LLC570$109K0.0%-15.8%0.000%
4/24/2024 Assenagon Asset Management S.A.128,494$24.54M0.1%-28.3%0.014%
4/23/2024 Bell Bank58,232$11.12M1.0%-1.4%0.006%
4/23/2024 Godsey & Gibb Inc.136,389$26.05M2.7%-0.5%0.015%
4/23/2024 Charter Oak Capital Management LLC1,865$356K0.0%+8.4%0.000%
4/23/2024 Platte River Wealth Advisors LLC1,900$363K0.1%-11.6%0.000%
4/23/2024 BSW Wealth Partners7,858$1.50M0.3%+1.9%0.001%
(Data available from 1/1/2016 forward)

IBM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBM shares?

During the previous two years, 2,744 institutional investors and hedge funds held shares of International Business Machines. The most heavily invested institutionals were Aspire Private Capital LLC ($86.47B), Vanguard Group Inc. ($11.52B), BlackRock Inc. ($9.91B), State Street Corp ($7.28B), Biltmore Wealth Management LLC ($5.42B), Morgan Stanley ($2.28B), and Geode Capital Management LLC ($2.23B).Learn more on IBM's 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 2,431 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: Bank Julius Baer & Co. Ltd Zurich ($17.78M), Norges Bank ($6.23M), BlackRock Inc. ($3.78M), Vanguard Group Inc. ($3.52M), California Public Employees Retirement System ($3.41M), Providence Capital Advisors LLC ($2.81M), and Envestnet Asset Management Inc. ($2.75M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 114,089,276 shares in the last 24 months. This purchase volume represents approximately $15.80B in transactions.

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

Of the 1,815 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: Charles Schwab Investment Management Inc. ($12.30M), Franklin Resources Inc. ($3.85M), Envestnet Asset Management Inc. ($1.94M), LSV Asset Management ($1.93M), Bank of Nova Scotia ($1.91M), FMR LLC ($1.13M), and Swiss National Bank ($1.05M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 64,962,677 shares in the last 24 months. This volume of shares sold represents approximately $8.98B in transactions.


This page (NYSE:IBM) was last updated on 4/28/2024 by MarketBeat.com Staff

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