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 |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
48,071
shares
|
$12.5 Million
0.01% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
47,734
shares
|
$12.4 Million
0.87% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
47,729
shares
|
$12.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
47,683
shares
|
$12.4 Million
2.52% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
47,641
shares
|
$12.3 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
47,481
shares
|
$12.3 Million
0.23% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
47,330
shares
|
$12.3 Million
0.49% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
47,264
shares
|
$12.2 Million
0.16% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
47,149
shares
|
$12.2 Million
2.85% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
46,896
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,361
shares
|
$12 Million
0.09% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
46,009
shares
|
$11.9 Million
0.16% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
45,434
shares
|
$11.8 Million
4.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
45,395
shares
|
$11.8 Million
0.42% of portfolio
|
Q2 2025
Added 78.79%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
45,375
shares
|
$11.8 Million
0.54% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
45,223
shares
|
$11.7 Million
0.3% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Aug 01, 2025 Q2 2025 |
45,200
shares
|
$11.7 Million
1.82% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
44,996
shares
|
$11.7 Million
0.11% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
44,290
shares
|
$11.5 Million
1.95% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
44,261
shares
|
$11.5 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
44,219
shares
|
$11.5 Million
0.13% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
44,208
shares
|
$11.5 Million
0.43% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
44,165
shares
|
$11.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
44,015
shares
|
$11.4 Million
0.17% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
44,000
shares
|
$11.4 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.41%
|