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 3,833 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
82,735
shares
|
$21.4 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
82,673
shares
|
$21.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
82,500
shares
|
$21.4 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
82,266
shares
|
$21.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
81,576
shares
|
$21.1 Million
0.07% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
81,431
shares
|
$21.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 25.82%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
80,998
shares
|
$21 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
80,851
shares
|
$20.9 Million
0.51% of portfolio
|
Q2 2025
Added 117.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
80,548
shares
|
$20.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
80,518
shares
|
$20.9 Million
0.72% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
80,482
shares
|
$20.9 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
80,449
shares
|
$20.8 Million
1.07% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
80,337
shares
|
$20.8 Million
0.43% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
80,000
shares
|
$20.7 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
79,985
shares
|
$20.7 Million
0.36% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
79,696
shares
|
$20.6 Million
0.29% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
79,496
shares
|
$20.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
79,149
shares
|
$20.5 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
78,691
shares
|
$20.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
77,682
shares
|
$20.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
77,330
shares
|
$20 Million
1.58% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
75,878
shares
|
$19.7 Million
0.41% of portfolio
|
Q2 2025
Reduced 36.13%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
75,705
shares
|
$19.6 Million
0.34% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
75,422
shares
|
$19.5 Million
0.28% of portfolio
|
Q2 2025
Added 27.04%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
75,370
shares
|
$19.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 16.92%
|