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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
43,810
shares
|
$11.4 Million
0.09% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
43,691
shares
|
$11.3 Million
1.01% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
43,557
shares
|
$11.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
43,555
shares
|
$11.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
43,500
shares
|
$11.3 Million
2.15% of portfolio
|
Q3 2022
Added 135.14%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
43,424
shares
|
$11.3 Million
3.88% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
43,247
shares
|
$11.2 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
43,113
shares
|
$11.2 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
42,928
shares
|
$11.1 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
42,886
shares
|
$11.1 Million
2.55% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
42,649
shares
|
$11 Million
0.31% of portfolio
|
Q2 2025
Added 101.83%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
42,457
shares
|
$11 Million
0.95% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
42,094
shares
|
$10.9 Million
0.11% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
42,060
shares
|
$10.9 Million
0.78% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
42,020
shares
|
$10.9 Million
0.18% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,857
shares
|
$10.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
41,815
shares
|
$10.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 41.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
41,606
shares
|
$10.8 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
41,600
shares
|
$10.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
41,234
shares
|
$10.7 Million
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
40,779
shares
|
$10.6 Million
2.27% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
40,646
shares
|
$10.5 Million
3.78% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
40,414
shares
|
$10.5 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
40,258
shares
|
$10.4 Million
1.02% of portfolio
|
Q1 2023
Added 1.47%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
40,166
shares
|
$10.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.03%
|