International Business Machines (IBM) Ownership

182.19 ↑0.29 (0.16%)

As of April 23, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of International Business Machines (IBM), owning a total of 82.6 million shares. Combined, the top 25 institutional holders of IBM own 42.20% of the company with a total of 386.7 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of IBM by 12.6 million shares. 18 institutions bought 14,376,182 total additional shares and increased their ownership by an average of 11.73%. However 2 institutions sold 1,810,464 total shares and decreased their ownership by an average of 6.19%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of International Business Machines increased by a net total of 12,565,718 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.011%	0.645%	82,605,859	529,664	2023-12-31
BlackRock Inc	8.234%	3.111%	75,480,869	2,277,404	2023-12-31
State Street Corporation	5.995%	0.515%	54,961,927	281,325	2023-12-31
Geode Capital Management, LLC	2.051%	7.055%	18,801,054	1,238,952	2023-12-31
Bank of America Corp	1.711%	1.220%	15,683,460	188,961	2023-12-31
Morgan Stanley - Brokerage Accounts	1.611%	-9.172%	14,766,586	-1,491,203	2023-12-31
Goldman Sachs Group Inc	1.183%	140.577%	10,848,450	6,339,101	2023-12-31
Northern Trust Corp	1.053%	-3.202%	9,651,413	-319,261	2023-12-31
Bank of New York Mellon Corp	0.966%	1.929%	8,859,042	167,673	2023-12-31
Amundi	0.911%	5.714%	8,346,631	451,178	2023-12-31
JPMorgan Chase & Co	0.895%	0.701%	8,203,992	57,135	2023-12-31
Legal & General Group PLC	0.878%	25.675%	8,053,108	1,645,235	2023-12-31
Ameriprise Financial Inc	0.870%	0.902%	7,971,221	71,290	2023-12-31
Charles Schwab Investment Management Inc	0.705%	0.953%	6,465,214	61,028	2023-12-31
California Public Employees Retrmnt Sys	0.693%	0.177%	6,357,047	11,205	2023-12-31
NORGES BANK	0.680%	0.207%	6,230,566	12,851	2023-12-31
Royal Bank of Canada	0.606%	13.676%	5,554,513	668,257	2023-12-31
UBS Asset Mgmt Americas Inc	0.600%	2.381%	5,497,091	127,835	2023-12-31
Amvescap Plc.	0.493%	3.422%	4,521,338	149,606	2023-12-31
Dimensional Fund Advisors, Inc.	0.491%	2.214%	4,500,184	97,482	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.011%	0.645%	82,605,859	529,664	2023-12-31
BlackRock Inc	8.234%	3.111%	75,480,869	2,277,404	2023-12-31
State Street Corporation	5.995%	0.515%	54,961,927	281,325	2023-12-31
Geode Capital Management, LLC	2.051%	7.055%	18,801,054	1,238,952	2023-12-31
Bank of America Corp	1.711%	1.220%	15,683,460	188,961	2023-12-31
Morgan Stanley - Brokerage Accounts	1.611%	-9.172%	14,766,586	-1,491,203	2023-12-31
Goldman Sachs Group Inc	1.183%	140.577%	10,848,450	6,339,101	2023-12-31
Northern Trust Corp	1.053%	-3.202%	9,651,413	-319,261	2023-12-31
Bank of New York Mellon Corp	0.966%	1.929%	8,859,042	167,673	2023-12-31
Amundi	0.911%	5.714%	8,346,631	451,178	2023-12-31
JPMorgan Chase & Co	0.895%	0.701%	8,203,992	57,135	2023-12-31
Legal & General Group PLC	0.878%	25.675%	8,053,108	1,645,235	2023-12-31
Ameriprise Financial Inc	0.870%	0.902%	7,971,221	71,290	2023-12-31
Charles Schwab Investment Management Inc	0.705%	0.953%	6,465,214	61,028	2023-12-31
California Public Employees Retrmnt Sys	0.693%	0.177%	6,357,047	11,205	2023-12-31
NORGES BANK	0.680%	0.207%	6,230,566	12,851	2023-12-31
Royal Bank of Canada	0.606%	13.676%	5,554,513	668,257	2023-12-31
UBS Asset Mgmt Americas Inc	0.600%	2.381%	5,497,091	127,835	2023-12-31
FMR Inc	0.568%	-17.771%	5,210,662	-1,126,109	2023-09-30
Arrowstreet Capital Limited Partnership	0.564%	-6.869%	5,140,489	-379,113	2023-03-31
Wells Fargo & Co	0.509%	-0.132%	4,649,970	-6,165	2023-06-30
Amvescap Plc.	0.493%	3.422%	4,521,338	149,606	2023-12-31
Dimensional Fund Advisors, Inc.	0.491%	2.214%	4,500,184	97,482	2023-12-31
Nuveen Asset Management, LLC	0.482%	12.622%	4,354,054	487,962	2022-06-30
Franklin Resources Inc	0.444%	0.565%	4,016,831	22,564	2022-06-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of International Business Machines (IBM), owning a total of 29.1 million shares. Combined, the top 34 mutual fund holders of IBM own 29.79% of the company with a total of 272.5 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of IBM by 87 thousand shares. 4 funds bought 180,909 total additional shares and increased their ownership by an average of 0.80%. However 2 funds sold 93,763 total shares and decreased their ownership by an average of 0.53%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding International Business Machines increased by a net total of 87,146 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.204%	-0.771%	11,041,436	-85,794	2024-03-31
Technology Select Sector SPDR® ETF	0.688%	2.126%	6,311,289	131,398	2024-03-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.619%	0.436%	5,678,714	24,649	2024-03-31
State St S&P 500® Indx SL Cl III	0.484%	0.355%	4,434,999	15,700	2024-03-31
Blackrock Eq Idx Fund CF	0.357%	0.281%	3,269,049	9,162	2024-03-31
Russell 1000 Index Fund	0.299%	-0.290%	2,739,592	-7,969	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	3.171%	0.000%	29,073,752	29,073,752	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.123%	-0.213%	28,629,324	-61,114	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.066%	1.797%	27,992,371	494,264	2023-03-31
Vanguard Institutional 500 Index Trust	2.487%	1.025%	22,797,927	231,265	2024-02-29
Vanguard 500 Index Investor	2.401%	0.569%	21,869,359	123,829	2023-08-31
Schwab US Dividend Equity ETF™	1.432%	0.056%	12,993,024	7,252	2023-02-28
SPDR® S&P 500 ETF Trust	1.204%	-0.771%	11,041,436	-85,794	2024-03-31
Fidelity 500 Index	1.195%	1.017%	10,951,443	110,199	2024-02-29
Fidelity® 500 Index	1.163%	0.640%	10,615,778	67,555	2023-11-30
iShares Core S&P 500 ETF	1.035%	0.741%	9,485,469	69,760	2024-03-28
Vanguard Value Index Inv	0.832%	0.401%	7,627,456	30,452	2024-02-29
Technology Select Sector SPDR® ETF	0.688%	2.126%	6,311,289	131,398	2024-03-31
Vanguard Institutional Index I	0.656%	-0.399%	6,015,343	-24,098	2024-02-29
SPDR® Dow Jones Industrial Avrg ETF Tr	0.619%	0.436%	5,678,714	24,649	2024-03-31
Vanguard Information Technology ETF	0.558%	0.508%	5,115,385	25,867	2024-02-29
State St S&P 500® Indx SL Cl III	0.484%	0.355%	4,434,999	15,700	2024-03-31
JPMorgan Large Cap Growth I	0.460%	27.410%	4,156,208	894,125	2022-12-31
Vanguard High Dividend Yield ETF	0.408%	0.163%	3,736,698	6,065	2024-02-29
Columbia Dividend Income Inst	0.399%	0.000%	3,656,212	0	2024-02-29
Columbia Dividend Value	0.399%	-0.897%	3,656,212	-33,086	2023-12-31
Blackrock Eq Idx Fund CF	0.357%	0.281%	3,269,049	9,162	2024-03-31
Blackrock Equity Index Non-Lendable	0.344%	0.000%	3,123,865	3,123,865	2022-06-30
SPDR® S&P Dividend ETF	0.325%	-0.061%	2,969,633	-1,824	2024-01-31
Blackrock Russ 1000 Eq Idx Composite	0.302%	0.000%	2,771,485	2,771,485	2023-12-31
Russell 1000 Index Fund	0.299%	-0.290%	2,739,592	-7,969	2024-03-31
iShares Core High Dividend ETF	0.293%	0.035%	2,672,193	933	2023-08-31
JPM US Equity Income-MA	0.286%	93,868.100%	2,607,616	2,604,841	2023-09-30
JPM US Equity Income-Composite	0.273%	-3.945%	2,504,742	-102,874	2023-12-31
JPMorgan Equity Income I	0.274%	-1.976%	2,504,742	-50,478	2023-12-31
iShares MSCI USA Min Vol Factor ETF	0.265%	-0.182%	2,416,491	-4,410	2024-01-31
iShares Russell 1000 Value ETF	0.254%	-0.207%	2,330,050	-4,836	2024-03-28
iShares Select Dividend ETF	0.253%	0.093%	2,314,849	2,155	2024-02-29
iShares Core Dividend Growth ETF	0.247%	0.043%	2,268,190	972	2024-02-29
AF High Growth (AFRIS)	0.241%	0.000%	2,212,028	2,212,028	2024-02-29