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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
84,501
shares
|
$24 Million
1.59% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
83,710
shares
|
$23.8 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
83,285
shares
|
$23.6 Million
3.44% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
83,244
shares
|
$23.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
82,500
shares
|
$23.4 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
82,196
shares
|
$23.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
82,183
shares
|
$23.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
81,776
shares
|
$23.2 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
81,753
shares
|
$23.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
81,473
shares
|
$23.1 Million
3.19% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
80,821
shares
|
$22.9 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
80,535
shares
|
$22.9 Million
0.31% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
80,518
shares
|
$22.9 Million
0.72% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
80,271
shares
|
$22.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
79,437
shares
|
$22.5 Million
0.39% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
79,290
shares
|
$22.5 Million
0.5% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
79,065
shares
|
$22.4 Million
0.96% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
78,443
shares
|
$22.3 Million
0.34% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
78,414
shares
|
$22.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
77,700
shares
|
$22.1 Million
1.66% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
77,323
shares
|
$21.9 Million
0.16% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
76,412
shares
|
$21.7 Million
0.02% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
75,705
shares
|
$21.5 Million
0.34% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
75,242
shares
|
$21.4 Million
0.11% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
75,018
shares
|
$21.3 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.37%
|