Institutional Ownership International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM). We have compiled data on the 3,667 institutions that hold shares in the stock, with a total of 575 Million shares, which have been reported (via 13F filing form) to have a value of $163 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
97,840
shares
|
$27.8 Million
0.13% of portfolio
|
Q1 2025
Added 80.75%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
97,621
shares
|
$27.7 Million
3.31% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
95,908
shares
|
$27.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
95,266
shares
|
$27 Million
0.33% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
95,010
shares
|
$27 Million
0.1% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
94,774
shares
|
$26.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
94,661
shares
|
$26.9 Million
0.05% of portfolio
|
Q2 2023
Reduced 44.32%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
91,837
shares
|
$26.1 Million
0.77% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
90,947
shares
|
$25.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
90,724
shares
|
$25.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
90,455
shares
|
$25.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.38%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
89,491
shares
|
$25.4 Million
0.74% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
89,015
shares
|
$25.3 Million
3.99% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,392
shares
|
$24.8 Million
0.27% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
87,026
shares
|
$24.7 Million
0.32% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
86,789
shares
|
$24.6 Million
0.08% of portfolio
|
Q2 2023
Reduced 53.25%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
86,159
shares
|
$24.5 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
86,052
shares
|
$24.4 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
85,549
shares
|
$24.3 Million
0.88% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
85,259
shares
|
$24.2 Million
0.3% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
85,071
shares
|
$24.1 Million
0.14% of portfolio
|
Q1 2025
Added 66.31%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
84,806
shares
|
$24.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
84,668
shares
|
$24 Million
0.38% of portfolio
|
Q1 2025
Added 29.01%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
84,559
shares
|
$24 Million
1.35% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
84,513
shares
|
$24 Million
0.1% of portfolio
|
Q3 2024
Added 33.42%
|