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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
34,377
shares
|
$8.91 Million
0.71% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
34,300
shares
|
$8.89 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
34,198
shares
|
$8.86 Million
1.93% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
34,146
shares
|
$8.85 Million
2.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
34,143
shares
|
$8.85 Million
0.83% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
34,085
shares
|
$8.83 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
34,054
shares
|
$8.82 Million
2.08% of portfolio
|
Q2 2025
Added 916.23%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
33,988
shares
|
$8.81 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
33,973
shares
|
$8.8 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
33,938
shares
|
$8.79 Million
0.16% of portfolio
|
Q2 2025
Added 83.81%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
33,936
shares
|
$8.79 Million
0.79% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
33,911
shares
|
$8.79 Million
1.1% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,868
shares
|
$8.77 Million
1.87% of portfolio
|
Q3 2022
Added 3.22%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
33,834
shares
|
$8.77 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
33,752
shares
|
$8.74 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
33,729
shares
|
$8.74 Million
0.52% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,658
shares
|
$8.72 Million
0.4% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
33,614
shares
|
$8.71 Million
0.44% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
33,386
shares
|
$8.65 Million
0.61% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
33,332
shares
|
$8.64 Million
0.19% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
33,136
shares
|
$8.58 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
33,077
shares
|
$8.57 Million
1.35% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
32,931
shares
|
$8.53 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
32,858
shares
|
$8.51 Million
0.79% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
32,760
shares
|
$8.49 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.88%
|