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 3,661 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
28,728
shares
|
$8.34 Million
0.12% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
28,670
shares
|
$8.32 Million
0.2% of portfolio
|
Q1 2025
Added 157.59%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
28,572
shares
|
$8.29 Million
2.22% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
28,443
shares
|
$8.25 Million
0.21% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
28,404
shares
|
$8.24 Million
0.09% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
28,356
shares
|
$8.23 Million
0.55% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
28,315
shares
|
$8.22 Million
0.18% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
28,228
shares
|
$8.19 Million
1.06% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
28,212
shares
|
$8.19 Million
0.26% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
28,192
shares
|
$8.18 Million
1.35% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
28,176
shares
|
$8.17 Million
0.11% of portfolio
|
Q1 2025
Added 35.3%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,075
shares
|
$8.15 Million
0.16% of portfolio
|
Q3 2023
Added 3.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
28,073
shares
|
$8.15 Million
0.28% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
27,990
shares
|
$8.12 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
27,966
shares
|
$8.11 Million
0.08% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
27,957
shares
|
$8.11 Million
0.24% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,930
shares
|
$8.1 Million
0.32% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
27,898
shares
|
$8.09 Million
1.98% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
27,793
shares
|
$8.06 Million
1.57% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
27,688
shares
|
$8.03 Million
4.37% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
27,668
shares
|
$8.03 Million
2.89% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
27,612
shares
|
$8.01 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,611
shares
|
$8.01 Million
0.15% of portfolio
|
Q4 2023
Added 15.44%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
27,609
shares
|
$8.01 Million
0.53% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
27,583
shares
|
$8 Million
1.26% of portfolio
|
Q1 2025
Added 0.97%
|