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 |
|---|---|---|---|---|---|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
60,957
shares
|
$17.3 Million
0.53% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
60,628
shares
|
$17.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 45.11%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
60,394
shares
|
$17.1 Million
1.23% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
60,152
shares
|
$17.1 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
60,008
shares
|
$17 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
59,818
shares
|
$17 Million
1.31% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
59,810
shares
|
$17 Million
0.2% of portfolio
|
Q1 2025
Added 84.03%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
59,712
shares
|
$16.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
59,369
shares
|
$16.8 Million
0.28% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
59,364
shares
|
$16.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
58,985
shares
|
$16.7 Million
0.21% of portfolio
|
Q3 2022
Reduced 3.28%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
58,781
shares
|
$16.7 Million
0.26% of portfolio
|
Q1 2025
Added 61.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
58,695
shares
|
$16.7 Million
0.29% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
58,455
shares
|
$16.6 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
58,250
shares
|
$16.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
58,206
shares
|
$16.5 Million
0.21% of portfolio
|
Q3 2024
Added 75.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
57,952
shares
|
$16.4 Million
0.09% of portfolio
|
Q1 2025
Added 110.1%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
57,453
shares
|
$16.3 Million
2.05% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
57,448
shares
|
$16.3 Million
0.33% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
57,298
shares
|
$16.3 Million
0.27% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
57,295
shares
|
$16.3 Million
0.3% of portfolio
|
Q1 2025
Added 102.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
57,094
shares
|
$16.2 Million
0.07% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
56,973
shares
|
$16.2 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
56,855
shares
|
$16.1 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
56,514
shares
|
$16 Million
0.11% of portfolio
|
Q1 2025
Added 0.32%
|