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 |
|---|---|---|---|---|---|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
39,500
shares
|
$11.2 Million
1.58% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
39,467
shares
|
$11.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
39,373
shares
|
$11.2 Million
3.98% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
39,172
shares
|
$11.1 Million
0.44% of portfolio
|
Q1 2025
Added 540.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
39,118
shares
|
$11.1 Million
0.32% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
39,109
shares
|
$11.1 Million
0.39% of portfolio
|
Q3 2022
Added 34.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
38,885
shares
|
$11 Million
0.17% of portfolio
|
Q4 2023
Added 7.68%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,859
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
38,821
shares
|
$11 Million
0.05% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
38,809
shares
|
$11 Million
1.06% of portfolio
|
Q3 2023
Reduced 8.6%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
38,736
shares
|
$11 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
38,718
shares
|
$11 Million
0.64% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
38,539
shares
|
$10.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
38,491
shares
|
$10.9 Million
2.4% of portfolio
|
Q2 2021
Reduced 18.14%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
38,369
shares
|
$10.9 Million
3.03% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
38,336
shares
|
$10.9 Million
0.24% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
38,317
shares
|
$10.9 Million
0.23% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
38,139
shares
|
$10.8 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
38,020
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
37,892
shares
|
$10.8 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
37,774
shares
|
$10.7 Million
0.08% of portfolio
|
Q1 2025
Added 121.06%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
37,687
shares
|
$10.7 Million
1.74% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
37,665
shares
|
$10.7 Million
1.08% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
37,275
shares
|
$10.6 Million
2.06% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
37,275
shares
|
$10.6 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.81%
|