International Business Machines IBM Institutional Ownership

NYSE IBM

$222.62 -3.05 (-1.35%)

At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

3,628 Institutions

Increased 1,970 54.3%

Unchanged 433 11.9%

Reduced 1,225 33.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

66.22%

▲+3.07 pp QoQ

Shares Held by Institutions

623.25Mn

of 941.20Mn outstanding

▲+5.70% QoQ

Shares Outstanding

941.20Mn

317.95Mn held outside 13F filers

Institutional Investors

3,628

filed 13F for Jun 2026

▲+145 vs prior quarter

Net Shares Added (QoQ)

+33.62Mn

accumulated since last quarter

Value of Holdings

$138.75Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

International Business Machines Corp (NYSE:IBM) is held by 12 institutional investors per 13F filings through September 2026.

These investors collectively held 0.0% of International Business Machines's outstanding shares in September 2026, down from 66.2% in June 2026.
They decreased total shares held in International Business Machines by -12.29% from last quarter, and the number of investors in IBM decreased 99.65% annually.
Of these 12 funds, 2 grew their exposure to International Business Machines, 7 cut back, and 3 maintained positions.
The aggregate institutional position in International Business Machines amounted to 77.69K shares as of September 2026, down by 10.88K shares quarter on quarter, and down 577.45Mn shares year over year.
First Financial Bank - Trust Division leads ownership in IBM with 37.31K shares as of September 30, 2026, equal to 0.0% of outstanding shares.
The biggest buyers of International Business Machines for the quarter ending September 2026 included Stonebridge Financial Group, LLC (180), BURKETT FINANCIAL SERVICES, LLC (3).
Leading sellers of International Business Machines shares for the quarter ending September 2026 were First Financial Bank - Trust Division (8.56K), Montecito Bank & Trust (1.51K), Marathon Mission, Inc. (633), CACTI ASSET MANAGEMENT LLC (250), Roxbury Financial LLC (89).
Per Business Quant data, the top 10 holders of International Business Machines for the quarter ending September 2026 are First Financial Bank - Trust Division (37.31K), CACTI ASSET MANAGEMENT LLC (13.35K), Roxbury Financial LLC (8.0K), Montecito Bank & Trust (7.98K), Stonebridge Financial Group, LLC (4.26K), Coastline Trust Co (1.89K), Hickory Point Bank & Trust (1.64K), Marathon Mission, Inc. (1.63K), DOLIVER ADVISORS, LP (1.01K), BURKETT FINANCIAL SERVICES, LLC (452).

Form 13F Holdings

3,624 Institutional Holders

Report period 30 Jun, 2026

Total shares held 623.25Mn

Of outstanding 66.22%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	76,763,481	8.16%	▼802,472	-1.03%	$21.59Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	61,385,366	6.52%	▲539,761	+0.89%	$17.26Bn
3	State Street Corp	0000093751	56,045,055	5.95%	▲1,450,562	+2.66%	$15.76Bn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	28,348,295	3.01%	▲687,429	+2.49%	$7.97Bn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	23,448,500	2.49%	▲372,171	+1.61%	$6.58Bn
6	Morgan Stanley	0000895421	17,459,828	1.86%	▼2,171,123	-11.06%	$4.91Bn
7	Capital World Investors	0001422849	16,207,905	1.72%	▼854,548	-5.01%	$4.56Bn
8	Bank Of America Corp /De/	0000070858	14,988,328	1.59%	▼1,075,325	-6.69%	$4.21Bn
9	Jpmorgan Chase & Co	0000019617	12,445,411	1.32%	▼6,099,283	-32.89%	$3.46Bn
10	Northern Trust Corp	0000073124	10,227,731	1.09%	▼77,057	-0.75%	$2.88Bn
11	Bank of New York Mellon Corp	0001390777	9,269,877	0.98%	▲2,099,174	+29.27%	$2.61Bn
12	NORGES BANK	0001374170	8,416,339	0.89%	▲8,416,339	0.00%	$2.37Bn
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	7,621,512	0.81%	▲53,388	+0.71%	$2.14Bn
14	FMR LLC	0000315066	7,433,148	0.79%	▲2,187,458	+41.70%	$2.09Bn
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	7,132,137	0.76%	▲392,141	+5.82%	$2.01Bn
15	Sixth Street Partners Management Company, L.P.	0001812095	7,132,137	0.76%	▲7,132,137	0.00%	$2.01Bn
16	Goldman Sachs Group Inc	0000886982	6,942,807	0.74%	▼63,649	-0.91%	$1.95Bn
17	Legal & General Group Plc	0000764068	6,666,667	0.71%	▼247,386	-3.58%	$1.87Bn
18	WELLINGTON MANAGEMENT GROUP LLP	0000902219	6,549,393	0.70%	▲6,283,395	+2,362.20%	$1.84Bn
19	DIMENSIONAL FUND ADVISORS LP	0000354204	5,584,047	0.59%	▲446,759	+8.70%	$1.57Bn

Showing 1 to 20 of 3,624 holders