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 |
---|---|---|---|---|---|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
50,606
shares
|
$14.4 Million
0.61% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
50,529
shares
|
$14.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
Fcf Advisors LLC
|
Jul 11, 2025 Q2 2025 |
50,414
shares
|
$14.3 Million
2.14% of portfolio
|
Q2 2025
Added 1.74%
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
50,000
shares
|
$14.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
49,993
shares
|
$14.2 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
49,959
shares
|
$14.2 Million
0.16% of portfolio
|
Q1 2025
Added 16.04%
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
49,788
shares
|
$14.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
49,751
shares
|
$14.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 56.45%
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
49,700
shares
|
$14.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
49,591
shares
|
$14.1 Million
0.59% of portfolio
|
Q1 2025
Added 1.2%
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
49,357
shares
|
$14 Million
3.83% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
49,351
shares
|
$14 Million
0.15% of portfolio
|
Q1 2025
Added 0.56%
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
49,350
shares
|
$14 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
49,207
shares
|
$14 Million
0.15% of portfolio
|
Q1 2025
Added 39.49%
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
49,124
shares
|
$13.9 Million
1.36% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
49,003
shares
|
$13.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
48,763
shares
|
$13.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
48,757
shares
|
$13.8 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
48,343
shares
|
$13.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 21.06%
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
47,770
shares
|
$13.6 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
47,741
shares
|
$13.5 Million
2.08% of portfolio
|
Q2 2024
Added 0.21%
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
47,448
shares
|
$13.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
47,260
shares
|
$13.4 Million
2.58% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
47,005
shares
|
$13.3 Million
0.12% of portfolio
|
Q1 2025
Added 9.55%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
46,847
shares
|
$13.3 Million
0.15% of portfolio
|
Q1 2025
Added 11.81%
|