International Business Machines (IBM) Institutional Ownership

$169.03
+0.06 (+0.04%)
(As of 05/17/2024 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)
1701
Total
Institutional Inflows
(last 12 months)
$10.93B
Number of
Institutional Sellers
(last 12 months)
1371
Total
Institutional Outflows
(last 12 months)
$3.94B
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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
5/17/2024 Citizens Financial Group Inc. RI12,901$2.46M0.1%-24.8%0.001%
5/17/2024Heartland Bank & Trust Co4,228$807K0.5%N/A0.000%
5/17/2024Montchanin Asset Management LLC1,200$229K0.2%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.657$125K0.1%N/A0.000%
5/17/2024 XML Financial LLC36,290$6.93M0.7%-13.6%0.004%
5/17/2024 iA Global Asset Management Inc.3,474$663K0.0%N/A0.000%
5/17/2024 WealthPlan Investment Management LLC42,368$8.09M1.2%-16.7%0.005%
5/17/2024 Garner Asset Management Corp12,297$2.35M1.2%-3.1%0.001%
5/17/2024 Vista Investment Partners LLC1,193$228K0.1%-17.9%0.000%
5/17/2024 LBP AM SA102,903$19.65M0.8%-3.6%0.011%
5/17/2024 First Western Trust Bank4,881$932K0.0%-12.6%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC14,868$2.84M0.3%-3.2%0.002%
5/17/2024 Beacon Capital Management LLC2,411$460K0.1%+41.6%0.000%
5/17/2024 Pineridge Advisors LLC1,358$259K0.1%-9.9%0.000%
5/17/2024 Hancock Whitney Corp5,650$1.08M0.0%-2.2%0.001%
5/17/2024 Coppell Advisory Solutions Corp.1,173$224K0.0%N/A0.000%
5/17/2024 Tidal Investments LLC190,073$36.30M0.6%-8.6%0.021%
5/16/2024 Redwood Investment Management LLC13,542$2.59M0.2%-19.2%0.001%
5/16/2024 California State Teachers Retirement System1,503,981$287.20M0.4%+1.2%0.164%
5/16/2024 Global Financial Private Client LLC6,897$1.31M0.6%+33.4%0.001%
5/16/2024 Slagle Financial LLC12,137$2.32M1.3%-51.4%0.001%
5/16/2024 Meiji Yasuda Life Insurance Co1,181$226K0.0%N/A0.000%
5/16/2024 Levin Capital Strategies L.P.104,881$20.03M2.0%-36.3%0.011%
5/16/2024 B. Riley Wealth Advisors Inc.94,887$18.12M0.4%+13.8%0.010%
5/16/2024 Ancora Advisors LLC8,214$1.57M0.0%+2.3%0.001%
5/16/2024 Virtus Investment Advisers Inc.3,899$745K0.5%-6.1%0.000%
5/16/2024 High Falls Advisors Inc1,476$282K0.1%-12.1%0.000%
5/16/2024 Janus Henderson Group PLC717,202$136.95M0.1%+17.1%0.078%
5/16/2024 Waverly Advisors LLC30,242$5.78M0.1%+59.1%0.003%
5/16/2024 Kinloch Capital LLC26,619$5.08M2.6%+2.3%0.003%
5/16/2024 Silvercrest Asset Management Group LLC303,745$58.00M0.4%+0.6%0.033%
5/16/2024 Captrust Financial Advisors366,115$69.91M0.2%+10.3%0.040%
5/16/2024 Zurich Insurance Group Ltd FI11,100$2.12M0.0%N/A0.001%
5/16/2024 Ashford Capital Management Inc.1,492$285K0.0%-5.3%0.000%
5/15/2024 Ascent Group LLC15,622$2.98M0.3%-31.9%0.002%
5/15/2024 SVB Wealth LLC132,615$25.32M0.6%-7.5%0.014%
5/15/2024 Mount Yale Investment Advisors LLC23,955$4.57M0.4%-1.1%0.003%
5/15/2024 Evergreen Wealth Solutions LLC4,762$909K0.7%-7.0%0.001%
5/15/2024 Beaird Harris Wealth Management LLC740$141K0.0%+62.3%0.000%
5/15/2024 Public Employees Retirement System of Ohio443,333$84.66M0.3%-5.5%0.048%
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5/15/2024 Public Employees Retirement Association of Colorado130,407$24.90M0.1%-3.6%0.014%
5/15/2024 Ceeto Capital Group LLC10,747$2.05M0.8%+2.0%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund30,196$5.77M0.4%-7.2%0.003%
5/15/2024 Kentucky Retirement Systems69,489$13.27M0.4%-4.9%0.008%
5/15/2024 CoreFirst Bank & Trust2,196$419K0.3%-40.1%0.000%
5/15/2024 Price T Rowe Associates Inc. MD3,515,666$671.35M0.1%+151.6%0.383%
5/15/2024 BOKF NA65,910$12.51M0.2%+0.8%0.007%
5/15/2024 Kestra Advisory Services LLC174,289$33.28M0.2%+23.9%0.019%
5/15/2024 Beck Capital Management LLC1,435$274K0.1%+5.1%0.000%
5/15/2024 Steel Grove Capital Advisors LLC14,624$2.79M0.1%-2.6%0.002%
5/15/2024 Brown Capital Management LLC1,175$224K0.0%N/A0.000%
5/15/2024 Lazard Asset Management LLC298,138$56.93M0.1%-76.4%0.032%
5/15/2024 Epoch Investment Partners Inc.933,543$178.27M0.8%-17.7%0.102%
5/15/2024 LRI Investments LLC4,041$772K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.16,517$3.15M0.0%-10.5%0.002%
5/15/2024 Linscomb Wealth Inc.47,294$9.03M0.5%-1.8%0.005%
5/15/2024 Truvestments Capital LLC2,878$550K0.2%-13.5%0.000%
5/15/2024 Gabelli Funds LLC32,150$6.14M0.0%-0.4%0.003%
5/15/2024 Gamco Investors INC. ET AL20,687$3.95M0.0%-3.9%0.002%
5/15/2024 Stonebridge Capital Advisors LLC23,375$4.46M0.4%-3.3%0.003%
5/14/2024 Canada Pension Plan Investment Board281,501$53.76M0.1%+4,917.8%0.031%
5/14/2024 Westwood Holdings Group Inc.113,836$21.74M0.2%-1.3%0.012%
5/14/2024 Capital World Investors323,966$61.87M0.0%N/A0.035%
5/14/2024 Toronto Dominion Bank621,954$118.77M0.2%-8.8%0.068%
5/14/2024 Atalanta Sosnoff Capital LLC94,103$17.97M0.4%+2.8%0.010%
5/14/2024 Sheaff Brock Investment Advisors LLC14,745$2.82M0.2%-9.7%0.002%
5/14/2024 Cadence Bank49,292$9.41M0.7%-33.8%0.005%
5/14/2024 Stamos Capital Partners L.P.6,400$1.22M0.3%-16.7%0.001%
5/14/2024 Rodgers Brothers Inc.31,891$6.09M0.8%-11.0%0.003%
5/14/2024 Advisors Asset Management Inc.256,979$49.07M0.9%-4.3%0.028%
5/14/2024 Axxcess Wealth Management LLC16,174$3.09M0.1%+5.3%0.002%
5/14/2024 EP Wealth Advisors LLC28,273$5.40M0.1%+7.3%0.003%
5/14/2024 Freestone Capital Holdings LLC16,320$3.12M0.1%+12.4%0.002%
5/14/2024 CreativeOne Wealth LLC15,998$3.06M0.1%+102.9%0.002%
5/14/2024 Delap Wealth Advisory LLC1,309$250K0.1%N/A0.000%
5/14/2024 Vident Advisory LLC22,425$4.28M0.1%-4.7%0.002%
5/14/2024 Fayez Sarofim & Co17,383$3.32M0.0%+2.4%0.002%
5/14/2024 LGT Group Foundation135,220$25.82M0.6%+3.0%0.015%
5/14/2024 Shell Asset Management Co.20,821$3.98M0.2%-24.2%0.002%
5/14/2024 Northwest Wealth Management LLC1,095$209K0.1%-13.0%0.000%
5/14/2024 Payden & Rygel Investment Group54,310$10.37M0.5%N/A0.006%
5/14/2024 Crewe Advisors LLC4,702$898K0.1%N/A0.001%
5/14/2024 Leelyn Smith LLC17,116$3.27M0.7%-3.0%0.002%
5/14/2024 Evermay Wealth Management LLC1,216$232K0.0%+83.4%0.000%
5/14/2024 Natixis267,495$51.08M0.3%N/A0.029%
5/14/2024 InterOcean Capital Group LLC10,996$2.10M0.1%-37.2%0.001%
5/14/2024 Pitcairn Co.5,180$989K0.1%+9.4%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co1,069,180$204.33M0.4%+2.1%0.116%
5/14/2024 Round Hill Asset Management16,080$3.07M1.9%-2.3%0.002%
5/14/2024 Oxford Financial Group LTD. LLC1,684$321K0.0%+4.9%0.000%
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5/14/2024 American International Group Inc.231,755$44.26M0.2%-0.1%0.025%
5/14/2024 Vaughan David Investments LLC IL13,064$2.50M0.1%-3.6%0.001%
5/14/2024 Twin Capital Management Inc.2,459$470K0.1%-61.2%0.000%
5/14/2024 National Bank of Canada FI922,496$176.16M0.3%+79.4%0.100%
5/14/2024 Lake Street Advisors Group LLC4,455$851K0.0%+25.8%0.000%
5/14/2024 Arjuna Capital7,545$1.44M0.4%N/A0.001%
5/13/2024 Bessemer Group Inc.71,057$13.57M0.0%+31.8%0.008%
5/13/2024 Atlanta Consulting Group Advisors LLC1,636$312K0.1%N/A0.000%
5/13/2024 Delta Asset Management LLC TN5,571$1.06M0.1%-7.0%0.001%
5/13/2024 Paragon Capital Management LLC18,865$3.60M1.9%-0.7%0.002%
(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, 2,765 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. ($16.83B), 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 2,436 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), Vanguard Group Inc. ($7.62M), Norges Bank ($6.23M), Providence Capital Advisors LLC ($2.81M), Envestnet Asset Management Inc. ($2.70M), International Assets Investment Management LLC ($2.69M), and BlackRock Inc. ($2.64M).

How much institutional buying is happening at International Business Machines?

Institutional investors have bought a total of 117,718,720 shares in the last 24 months. This purchase volume represents approximately $16.99B in transactions.

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

Of the 1,808 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), Swiss National Bank ($1.16M), FMR LLC ($1.13M), and Deutsche Bank AG ($1.05M).

How much institutional selling is happening at International Business Machines?

Institutional investors have sold a total of 62,684,407 shares in the last 24 months. This volume of shares sold represents approximately $8.87B in transactions.


This page (NYSE:IBM) was last updated on 5/18/2024 by MarketBeat.com Staff

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