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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
42,314
shares
|
$12 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
42,287
shares
|
$12 Million
0.62% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
42,062
shares
|
$11.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
41,974
shares
|
$11.9 Million
0.13% of portfolio
|
Q1 2025
Added 93.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
41,857
shares
|
$11.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
41,611
shares
|
$11.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
41,600
shares
|
$11.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
41,526
shares
|
$11.8 Million
1.09% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
41,049
shares
|
$11.6 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
40,964
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
40,811
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.71%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
40,807
shares
|
$11.6 Million
0.22% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
40,414
shares
|
$11.5 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
40,258
shares
|
$11.4 Million
1.02% of portfolio
|
Q1 2023
Added 1.47%
|
|
|
Amf Tjanstepension Ab
|
May 12, 2025 Q1 2025 |
40,225
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
40,166
shares
|
$11.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
40,127
shares
|
$11.4 Million
1.98% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
40,083
shares
|
$11.4 Million
2.16% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
40,004
shares
|
$11.4 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
39,996
shares
|
$11.4 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
39,922
shares
|
$11.3 Million
6.53% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
39,905
shares
|
$11.3 Million
0.1% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
39,757
shares
|
$11.3 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
39,746
shares
|
$11.3 Million
1.19% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
39,679
shares
|
$11.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 17.84%
|