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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
46,728
shares
|
$13.3 Million
0.04% of portfolio
|
Q1 2025
Added 881.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
46,675
shares
|
$13.2 Million
0.37% of portfolio
|
Q1 2025
Added 146.67%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
46,172
shares
|
$13.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
45,864
shares
|
$13 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
45,851
shares
|
$13 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
45,837
shares
|
$13 Million
0.95% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
45,419
shares
|
$12.9 Million
3.77% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
45,395
shares
|
$12.9 Million
0.42% of portfolio
|
Q2 2025
Added 78.79%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
45,325
shares
|
$12.9 Million
0.57% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
45,032
shares
|
$12.8 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
44,628
shares
|
$12.7 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
44,588
shares
|
$12.7 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
44,352
shares
|
$12.6 Million
0.29% of portfolio
|
Q1 2025
Added 317.47%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
44,290
shares
|
$12.6 Million
1.95% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
44,165
shares
|
$12.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
44,001
shares
|
$12.5 Million
0.21% of portfolio
|
Q1 2025
Added 15.44%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
43,555
shares
|
$12.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
43,519
shares
|
$12.4 Million
0.09% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
43,511
shares
|
$12.3 Million
0.79% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
43,500
shares
|
$12.3 Million
2.15% of portfolio
|
Q3 2022
Added 135.14%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
43,247
shares
|
$12.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
43,008
shares
|
$12.2 Million
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
42,901
shares
|
$12.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
42,585
shares
|
$12.1 Million
2.34% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
42,374
shares
|
$12 Million
3.54% of portfolio
|
Q1 2025
Reduced 0.97%
|