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 |
---|---|---|---|---|---|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
63,132
shares
|
$16.4 Million
1.38% of portfolio
|
Q2 2025
Added 4.53%
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
62,964
shares
|
$16.3 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
62,389
shares
|
$16.2 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
62,112
shares
|
$16.1 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
62,084
shares
|
$16.1 Million
0.28% of portfolio
|
Q2 2025
Added 8.35%
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
62,030
shares
|
$16.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
61,247
shares
|
$15.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 56.07%
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,184
shares
|
$15.9 Million
0.13% of portfolio
|
Q3 2024
Added 19.37%
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
60,957
shares
|
$15.8 Million
0.53% of portfolio
|
Q2 2025
Added 4.88%
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
60,665
shares
|
$15.7 Million
1.39% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
60,662
shares
|
$15.7 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
60,539
shares
|
$15.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
60,516
shares
|
$15.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
60,152
shares
|
$15.6 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
59,818
shares
|
$15.5 Million
1.31% of portfolio
|
Q2 2025
Added 10.15%
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
59,782
shares
|
$15.5 Million
0.11% of portfolio
|
Q2 2025
Added 5.78%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
59,522
shares
|
$15.4 Million
0.08% of portfolio
|
Q2 2025
Added 4.25%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
59,410
shares
|
$15.4 Million
0.28% of portfolio
|
Q2 2025
Added 13.81%
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
59,159
shares
|
$15.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
58,985
shares
|
$15.3 Million
0.21% of portfolio
|
Q3 2022
Reduced 3.28%
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
58,804
shares
|
$15.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
58,695
shares
|
$15.2 Million
0.29% of portfolio
|
Q3 2024
Added 17.06%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
58,210
shares
|
$15.1 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
58,206
shares
|
$15.1 Million
0.21% of portfolio
|
Q3 2024
Added 75.57%
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
57,767
shares
|
$15 Million
2.27% of portfolio
|
Q2 2025
Added 0.55%
|