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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
31,561
shares
|
$8.96 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
31,558
shares
|
$8.96 Million
3.19% of portfolio
|
Q1 2025
Added 100.48%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
31,452
shares
|
$8.93 Million
1.78% of portfolio
|
Q3 2022
Added 9.77%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
31,286
shares
|
$8.88 Million
3.57% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
31,258
shares
|
$8.87 Million
0.48% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
31,167
shares
|
$8.84 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
30,808
shares
|
$8.74 Million
0.92% of portfolio
|
Q1 2025
Added 133.18%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
30,667
shares
|
$8.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
30,633
shares
|
$8.69 Million
0.69% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
30,592
shares
|
$8.68 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
30,479
shares
|
$8.65 Million
1.9% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
30,382
shares
|
$8.62 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
30,369
shares
|
$8.62 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
30,288
shares
|
$8.6 Million
0.46% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
30,206
shares
|
$8.57 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
30,195
shares
|
$8.57 Million
2.17% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
30,141
shares
|
$8.55 Million
0.56% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
30,133
shares
|
$8.55 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
30,027
shares
|
$8.52 Million
0.31% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
29,958
shares
|
$8.5 Million
2.74% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
29,813
shares
|
$8.46 Million
1.1% of portfolio
|
Q1 2023
Reduced 1.8%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
29,763
shares
|
$8.45 Million
1.74% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
29,710
shares
|
$8.43 Million
1.19% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
29,700
shares
|
$8.43 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,678
shares
|
$8.42 Million
0.24% of portfolio
|
Q1 2025
Added 27.63%
|