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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
29,582
shares
|
$8.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Bonness Enterprises Inc
|
Apr 10, 2025 Q1 2025 |
29,564
shares
|
$8.39 Million
2.41% of portfolio
|
Q1 2022
Added 0.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29,483
shares
|
$8.37 Million
0.17% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
29,420
shares
|
$8.35 Million
1.41% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
29,408
shares
|
$8.35 Million
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,318
shares
|
$8.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
29,295
shares
|
$8.31 Million
0.32% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
29,274
shares
|
$8.31 Million
0.49% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,259
shares
|
$8.3 Million
0.15% of portfolio
|
Q2 2020
Added 3.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
29,219
shares
|
$8.29 Million
0.06% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
29,216
shares
|
$8.29 Million
1.05% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
29,153
shares
|
$8.27 Million
0.19% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
29,139
shares
|
$8.27 Million
0.35% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
29,091
shares
|
$8.26 Million
0.34% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
29,087
shares
|
$8.25 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
29,063
shares
|
$8.25 Million
0.18% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
29,063
shares
|
$8.25 Million
1.09% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
28,959
shares
|
$8.22 Million
1.19% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
28,943
shares
|
$8.21 Million
0.81% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
28,918
shares
|
$8.21 Million
2.71% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
28,908
shares
|
$8.2 Million
1.38% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
28,894
shares
|
$8.2 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
28,866
shares
|
$8.19 Million
0.24% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
28,800
shares
|
$8.17 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
28,734
shares
|
$8.15 Million
0.38% of portfolio
|
Q1 2025
Reduced 23.77%
|