International Business Machines (IBM) Institutional Ownership

$166.49
-1.74 (-1.03%)
(As of 01:17 PM 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)
1750
Total
Institutional Inflows
(last 12 months)
$10.36B
Number of
Institutional Sellers
(last 12 months)
1386
Total
Institutional Outflows
(last 12 months)
$5.62B
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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
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.644,425$123.06M0.3%-19.7%0.070%
5/8/2024Schneider Downs Wealth Management Advisors LP1,614$308K0.1%+4.4%0.000%
5/8/2024FPC Investment Advisory Inc.140$26K0.0%N/A0.000%
5/8/2024Edmond DE Rothschild Holding S.A.43,237$8.26M0.1%+0.3%0.005%
5/8/2024J.P. Marvel Investment Advisors LLC23,055$4.40M0.8%+16.1%0.003%
5/8/2024Richard C. Young & CO. LTD.65,297$12.47M1.6%-0.8%0.007%
5/8/2024Financial & Tax Architects LLC34,301$6.55M1.8%-9.2%0.004%
5/8/2024Bleakley Financial Group LLC32,469$6.20M0.2%+9.2%0.004%
5/8/2024Great Diamond Partners LLC2,076$396K0.1%+4.3%0.000%
5/8/2024Neumann Capital Management LLC1,286$246K0.1%N/A0.000%
5/8/2024Heritage Wealth Advisors4,188$800K0.0%-5.8%0.000%
5/8/2024Focused Wealth Management Inc11,305$2.16M0.3%+0.8%0.001%
5/8/2024ProShare Advisors LLC1,275,290$243.53M0.6%-14.1%0.139%
5/8/2024Cognios Beta Neutral Large Cap Fund LP8,569$1.64M2.1%-7.3%0.001%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS200,872$38.36M0.3%+0.5%0.022%
5/8/2024Avantax Advisory Services Inc.55,061$10.51M0.1%+8.1%0.006%
5/8/2024US Bancorp DE581,815$111.10M0.2%+1.4%0.063%
5/8/2024Russell Investments Group Ltd.614,646$117.35M0.2%+15.9%0.067%
5/8/2024 Washington Trust Advisors Inc.22,325$4.26M0.4%-0.3%0.002%
5/8/2024 Roffman Miller Associates Inc. PA5,779$1.10M0.1%-5.2%0.001%
5/8/2024 QRG Capital Management Inc.116,206$22.19M0.3%+4.6%0.013%
5/8/2024 Tranquility Partners LLC6,075$1.16M0.4%+247.3%0.001%
5/8/2024 Legacy Capital Group California Inc.4,345$830K0.3%-3.0%0.000%
5/8/2024 New Republic Capital LLC1,906$364K0.2%+46.8%0.000%
5/8/2024 Williams Jones Wealth Management LLC.181,205$34.60M0.4%+101.5%0.020%
5/8/2024 Inspire Advisors LLC2,058$393K0.1%-4.7%0.000%
5/8/2024 Thoroughbred Financial Services LLC4,480$855K0.1%-48.8%0.000%
5/8/2024 Donoghue Forlines LLC16,791$3.21M0.9%+119.7%0.002%
5/7/2024 Arnhold LLC2,156$412K0.0%-12.2%0.000%
5/7/2024 Verus Capital Partners LLC3,540$676K0.1%+15.5%0.000%
5/7/2024 Meeder Advisory Services Inc.11,215$2.14M0.2%+8.4%0.001%
5/7/2024 Meeder Asset Management Inc.1,750$334K0.0%-79.0%0.000%
5/7/2024 NorthRock Partners LLC3,470$663K0.1%-34.7%0.000%
5/7/2024 Choate Investment Advisors11,680$2.23M0.1%+4.8%0.001%
5/7/2024 WMG Financial Advisors LLC2,727$521K0.3%+4.2%0.000%
5/7/2024 WNY Asset Management LLC4,521$863K0.1%-15.7%0.000%
5/7/2024 Sei Investments Co.211,017$40.29M0.1%+10.6%0.023%
5/7/2024 Redmond Asset Management LLC9,196$1.76M0.6%-5.3%0.001%
5/7/2024 GW Henssler & Associates Ltd.1,572$300K0.0%-18.2%0.000%
5/7/2024 Bedel Financial Consulting Inc.3,353$640K0.1%-4.0%0.000%
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5/7/2024 Chilton Capital Management LLC12,959$2.48M0.1%-3.6%0.001%
5/7/2024 RPG Investment Advisory LLC60,154$11.49M1.7%-0.5%0.007%
5/7/2024 Keudell Morrison Wealth Management5,181$989K0.3%-1.9%0.001%
5/7/2024 Atomi Financial Group Inc.19,893$3.80M0.4%+5.1%0.002%
5/7/2024 Reynders McVeigh Capital Management LLC102,610$19.60M1.1%+8.1%0.011%
5/7/2024 Allegheny Financial Group LTD11,112$2.12M0.7%-7.8%0.001%
5/7/2024 TCI Wealth Advisors Inc.6,790$1.30M0.1%-2.3%0.001%
5/7/2024 Redwood Wealth Management Group LLC19,974$3.81M4.0%-2.5%0.002%
5/7/2024 WealthPLAN Partners LLC30,144$5.76M0.6%-33.0%0.003%
5/7/2024Susquehanna Portfolio Strategies LLC43,119$8.23M0.2%-52.2%0.005%
5/7/2024 KCM Investment Advisors LLC8,607$1.64M0.1%-0.8%0.001%
5/7/2024 Tectonic Advisors LLC37,532$7.17M0.5%+1.1%0.004%
5/7/2024 Smithfield Trust Co19,168$3.66M0.2%-0.5%0.002%
5/7/2024 River Global Investors LLP6,745$1.29M0.3%-74.9%0.001%
5/7/2024 Bernardo Wealth Planning LLC1,163$222K0.1%N/A0.000%
5/7/2024 Swiss National Bank2,734,600$522.20M0.4%-4.0%0.298%
5/7/2024 NTV Asset Management LLC18,157$3.47M0.5%-2.2%0.002%
5/7/2024 Hyman Charles D108,312$20.68M1.1%+0.2%0.012%
5/7/2024 Avalon Trust Co1,361$260K0.0%-12.8%0.000%
5/7/2024 Illinois Municipal Retirement Fund64,019$12.23M0.2%+22.3%0.007%
5/7/2024 Capital Wealth Planning LLC1,450,768$277.04M3.0%+37.2%0.158%
5/7/2024 Benedetti & Gucer Inc.1,832$350K0.2%-25.3%0.000%
5/7/2024 Gibraltar Capital Management Inc.1,487$284K0.1%-96.8%0.000%
5/7/2024 Nelson Capital Management LLC1,395$266K0.1%N/A0.000%
5/7/2024 Oppenheimer Asset Management Inc.113,776$21.73M0.3%-22.0%0.012%
5/7/2024 PFG Advisors5,629$1.08M0.1%+8.1%0.001%
5/7/2024 Oppenheimer & Co. Inc.72,572$13.86M0.2%+26.1%0.008%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,199$1.18M0.0%+22.2%0.001%
5/7/2024 TAGStone Capital Inc.1,148$219K0.1%N/A0.000%
5/7/2024 Hilltop National Bank2,930$560K0.2%N/A0.000%
5/7/2024 Wealthspire Advisors LLC25,289$4.83M0.1%+0.9%0.003%
5/7/2024 Roof Eidam Maycock Peralta LLC3,535$675K0.2%-8.1%0.000%
5/7/2024 Insight 2811 Inc.3,554$679K0.3%+66.5%0.000%
5/7/2024 Retirement Planning Co of New England Inc.3,594$686K0.4%-32.6%0.000%
5/7/2024 Mystic Asset Management Inc.7,425$1.42M0.6%+3.2%0.001%
5/7/2024 Marquette Asset Management LLC758$145K0.0%-20.9%0.000%
5/7/2024 Metis Global Partners LLC52,015$9.93M0.4%+1.5%0.006%
5/7/2024 Empowered Funds LLC61,469$11.74M0.2%+121.9%0.007%
5/7/2024 AIA Group Ltd18,621$3.56M0.1%N/A0.002%
5/7/2024 Motive Wealth Advisors1,840$351K0.2%N/A0.000%
5/7/2024 Stokes Family Office LLC4,617$882K0.1%+33.8%0.001%
5/6/2024 LSV Asset Management1,788,047$341.45M0.7%+4.8%0.195%
5/6/2024 Envestnet Portfolio Solutions Inc.54,411$10.39M0.0%+37.8%0.006%
5/6/2024 Empirical Finance LLC32,692$6.24M0.4%+3.5%0.004%
5/6/2024 OLD Second National Bank of Aurora1,836$351K0.1%-29.4%0.000%
5/6/2024 Gallacher Capital Management LLC1,422$272K0.1%-55.9%0.000%
5/6/2024 Capital City Trust Co. FL8,460$1.62M0.4%-1.2%0.001%
5/6/2024 Minneapolis Portfolio Management Group LLC188,693$36.03M4.9%-6.4%0.021%
5/6/2024 VitalStone Financial LLC440$84K0.1%N/A0.000%
5/6/2024 Advisory Services Network LLC83,360$15.92M0.4%+5.6%0.009%
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5/6/2024 Manchester Capital Management LLC6,395$1.22M0.1%-2.6%0.001%
5/6/2024 TFG Advisers LLC9,213$1.76M0.7%+9.2%0.001%
5/6/2024 Bard Financial Services Inc.30,860$5.89M0.6%+0.5%0.003%
5/6/2024 Oxbow Advisors LLC5,019$958K0.1%-1.4%0.001%
5/6/2024 Advisory Alpha LLC7,683$1.47M0.1%+1.5%0.001%
5/6/2024 Advisors Capital Management LLC335,448$64.06M1.2%+1.2%0.037%
5/6/2024 Grandfield & Dodd LLC2,232$426K0.0%+9.8%0.000%
5/6/2024 Broderick Brian C4,762$909K0.2%+120.3%0.001%
5/6/2024 Hemenway Trust Co LLC3,546$677K0.1%+13.3%0.000%
5/6/2024 Texas Permanent School Fund Corp189,142$36.12M0.3%+0.3%0.021%
(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, 2,767 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 2,448 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), Providence Capital Advisors LLC ($2.81M), Envestnet Asset Management Inc. ($2.70M), and International Assets Investment Management LLC ($2.69M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 114,349,874 shares in the last 24 months. This purchase volume represents approximately $15.95B in transactions.

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

Of the 1,826 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), Swiss National Bank ($1.16M), and FMR LLC ($1.13M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 65,547,879 shares in the last 24 months. This volume of shares sold represents approximately $9.13B in transactions.


This page (NYSE:IBM) was last updated on 5/9/2024 by MarketBeat.com Staff

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