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 |
|---|---|---|---|---|---|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
56,418
shares
|
$16 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
55,905
shares
|
$15.9 Million
1.07% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
55,123
shares
|
$15.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
55,058
shares
|
$15.6 Million
5.12% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
55,000
shares
|
$15.6 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
54,971
shares
|
$15.6 Million
1.53% of portfolio
|
Q2 2023
Reduced 4.74%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
54,221
shares
|
$15.4 Million
0.38% of portfolio
|
Q1 2025
Added 131.77%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
54,150
shares
|
$15.4 Million
0.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
54,068
shares
|
$15.3 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
53,399
shares
|
$15.2 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.79%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
53,316
shares
|
$15.1 Million
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
53,295
shares
|
$15.1 Million
0.76% of portfolio
|
Q1 2025
Added 919.22%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
53,250
shares
|
$15.1 Million
0.04% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
53,200
shares
|
$15.1 Million
0.74% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
53,045
shares
|
$15.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 25.19%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
52,918
shares
|
$15 Million
1.39% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
52,405
shares
|
$14.9 Million
0.77% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
52,305
shares
|
$14.8 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
52,203
shares
|
$14.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
51,925
shares
|
$14.7 Million
2.35% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
51,883
shares
|
$14.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
51,736
shares
|
$14.7 Million
0.15% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
51,072
shares
|
$14.5 Million
1.09% of portfolio
|
Q4 2024
Added 35.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
50,612
shares
|
$14.4 Million
0.31% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
50,606
shares
|
$14.4 Million
0.61% of portfolio
|
Q1 2025
Reduced 10.71%
|