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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
75,001
shares
|
$21.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
74,736
shares
|
$21.2 Million
0.27% of portfolio
|
Q4 2022
Reduced 1.58%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
74,100
shares
|
$21 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
74,036
shares
|
$21 Million
0.46% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
73,804
shares
|
$20.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
73,369
shares
|
$20.8 Million
2.65% of portfolio
|
Q1 2025
New holding
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
73,000
shares
|
$20.7 Million
4.28% of portfolio
|
Q4 2023
Reduced 9.88%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
72,962
shares
|
$20.7 Million
0.87% of portfolio
|
Q1 2025
Reduced 39.01%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
72,752
shares
|
$20.6 Million
1.1% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
72,547
shares
|
$20.6 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
71,632
shares
|
$20.3 Million
0.2% of portfolio
|
Q1 2025
Added 137.59%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
71,442
shares
|
$20.3 Million
0.28% of portfolio
|
Q2 2025
Added 308.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
71,311
shares
|
$20.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
71,288
shares
|
$20.2 Million
1.56% of portfolio
|
Q1 2025
Reduced 33.97%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
71,263
shares
|
$20.2 Million
0.6% of portfolio
|
Q1 2025
Added 18.25%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
71,203
shares
|
$20.2 Million
2.86% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
70,424
shares
|
$20 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
70,348
shares
|
$20 Million
0.5% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
70,062
shares
|
$19.9 Million
0.24% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
69,698
shares
|
$19.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
69,614
shares
|
$19.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
69,610
shares
|
$19.8 Million
1.73% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
69,303
shares
|
$19.7 Million
0.22% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
68,974
shares
|
$19.6 Million
2.36% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
67,685
shares
|
$19.2 Million
2.52% of portfolio
|
Q2 2022
Added 4.32%
|