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 |
|---|---|---|---|---|---|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
34,116
shares
|
$9.68 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
34,085
shares
|
$9.67 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
34,054
shares
|
$9.66 Million
2.08% of portfolio
|
Q2 2025
Added 916.23%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
33,899
shares
|
$9.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,868
shares
|
$9.61 Million
1.87% of portfolio
|
Q3 2022
Added 3.22%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
33,834
shares
|
$9.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
33,730
shares
|
$9.57 Million
0.26% of portfolio
|
Q1 2025
Reduced 41.65%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,658
shares
|
$9.55 Million
0.4% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
33,614
shares
|
$9.54 Million
1.98% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
33,567
shares
|
$9.53 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
33,205
shares
|
$9.42 Million
2.11% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
33,136
shares
|
$9.4 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
32,858
shares
|
$9.32 Million
0.79% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
32,759
shares
|
$9.3 Million
0.69% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
32,700
shares
|
$9.28 Million
0.3% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
32,666
shares
|
$9.27 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.11%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
32,567
shares
|
$9.24 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
32,445
shares
|
$9.21 Million
0.16% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
32,319
shares
|
$9.17 Million
0.26% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
32,297
shares
|
$9.17 Million
2.7% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
32,147
shares
|
$9.12 Million
0.24% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
32,000
shares
|
$9.08 Million
0.67% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
31,917
shares
|
$9.06 Million
2.17% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
31,788
shares
|
$9.02 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
31,722
shares
|
$9 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.72%
|