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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
37,189
shares
|
$10.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
37,041
shares
|
$10.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,997
shares
|
$10.5 Million
4.91% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
36,771
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
36,760
shares
|
$10.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
36,654
shares
|
$10.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
36,432
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
36,347
shares
|
$10.3 Million
1.89% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
36,201
shares
|
$10.3 Million
1.83% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
36,161
shares
|
$10.3 Million
0.64% of portfolio
|
Q1 2025
Added 233.1%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
35,977
shares
|
$10.2 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
35,905
shares
|
$10.2 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
35,887
shares
|
$10.2 Million
1.53% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
35,580
shares
|
$10.1 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
35,577
shares
|
$10.1 Million
2.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
35,217
shares
|
$9.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
35,050
shares
|
$9.95 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
34,929
shares
|
$9.91 Million
0.46% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
34,858
shares
|
$9.89 Million
1.55% of portfolio
|
Q4 2024
Reduced 25.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
34,794
shares
|
$9.87 Million
0.33% of portfolio
|
Q1 2025
Added 101.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,722
shares
|
$9.85 Million
0.73% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
34,713
shares
|
$9.85 Million
0.36% of portfolio
|
Q1 2025
Reduced 64.89%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
34,582
shares
|
$9.81 Million
0.82% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
34,249
shares
|
$9.72 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
34,198
shares
|
$9.71 Million
1.93% of portfolio
|
Q2 2025
Reduced 14.37%
|