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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
66,947
shares
|
$19 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
F
|
May 14, 2025 Q1 2025 |
66,506
shares
|
$18.9 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
66,349
shares
|
$18.8 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
66,343
shares
|
$18.8 Million
0.17% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
65,942
shares
|
$18.7 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
65,755
shares
|
$18.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
64,616
shares
|
$18.3 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
64,485
shares
|
$18.3 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
64,483
shares
|
$18.3 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
64,479
shares
|
$18.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
64,149
shares
|
$18.2 Million
1.66% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
63,850
shares
|
$18.1 Million
2.56% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
63,824
shares
|
$18.1 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
63,814
shares
|
$18.1 Million
1.24% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
63,690
shares
|
$18.1 Million
0.88% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
63,560
shares
|
$18 Million
2.63% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
63,303
shares
|
$18 Million
0.66% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,199
shares
|
$17.9 Million
0.12% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
62,964
shares
|
$17.9 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
62,860
shares
|
$17.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
62,658
shares
|
$17.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
62,067
shares
|
$17.6 Million
0.57% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
61,206
shares
|
$17.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,184
shares
|
$17.4 Million
0.13% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
61,180
shares
|
$17.4 Million
2.33% of portfolio
|
Q1 2025
Reduced 7.48%
|