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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
28,757
shares
|
$7.45 Million
0.13% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
28,740
shares
|
$7.45 Million
0.16% of portfolio
|
Q2 2025
Reduced 35.54%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
28,701
shares
|
$7.44 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
28,654
shares
|
$7.42 Million
0.1% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
28,617
shares
|
$7.41 Million
0.19% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
28,516
shares
|
$7.39 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
28,506
shares
|
$7.39 Million
0.29% of portfolio
|
Q2 2025
Added 73.48%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
28,400
shares
|
$7.36 Million
0.31% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
28,286
shares
|
$7.33 Million
2.19% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
28,229
shares
|
$7.31 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
28,228
shares
|
$7.31 Million
1.06% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
28,228
shares
|
$7.31 Million
2.38% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
28,121
shares
|
$7.29 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
28,116
shares
|
$7.28 Million
1.25% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,075
shares
|
$7.27 Million
0.16% of portfolio
|
Q3 2023
Added 3.5%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
27,966
shares
|
$7.25 Million
0.08% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
27,957
shares
|
$7.24 Million
0.24% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
27,783
shares
|
$7.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
27,696
shares
|
$7.18 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
27,642
shares
|
$7.16 Million
2.77% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
27,612
shares
|
$7.15 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,611
shares
|
$7.15 Million
0.15% of portfolio
|
Q4 2023
Added 15.44%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
27,605
shares
|
$7.15 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
27,590
shares
|
$7.15 Million
0.21% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
27,271
shares
|
$7.07 Million
3.39% of portfolio
|
Q2 2025
Reduced 1.43%
|