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 |
|---|---|---|---|---|---|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
32,666
shares
|
$8.46 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
32,513
shares
|
$8.42 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
32,109
shares
|
$8.32 Million
1.37% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
32,000
shares
|
$8.29 Million
0.69% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
31,974
shares
|
$8.28 Million
1.48% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
31,852
shares
|
$8.25 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
31,765
shares
|
$8.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
31,636
shares
|
$8.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
31,461
shares
|
$8.15 Million
0.5% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
31,452
shares
|
$8.15 Million
2.06% of portfolio
|
Q3 2022
Added 9.77%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
31,388
shares
|
$8.13 Million
0.43% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
31,312
shares
|
$8.11 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
31,235
shares
|
$8.09 Million
2.91% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
31,167
shares
|
$8.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
31,082
shares
|
$8.05 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
30,633
shares
|
$7.94 Million
0.69% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Nia Impact Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
30,512
shares
|
$7.91 Million
3.35% of portfolio
|
Q2 2025
Reduced 22.51%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
30,500
shares
|
$7.9 Million
0.34% of portfolio
|
Q2 2025
Added 117.86%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
30,382
shares
|
$7.87 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
30,369
shares
|
$7.87 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
30,302
shares
|
$7.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 47.11%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
30,092
shares
|
$7.8 Million
0.35% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
29,958
shares
|
$7.76 Million
2.53% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
29,944
shares
|
$7.76 Million
2.14% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
29,813
shares
|
$7.72 Million
1.1% of portfolio
|
Q1 2023
Reduced 1.8%
|