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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
27,513
shares
|
$7.98 Million
0.53% of portfolio
|
Q1 2025
Added 437.68%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
27,466
shares
|
$7.97 Million
1.0% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
27,243
shares
|
$7.9 Million
0.17% of portfolio
|
Q1 2025
Added 595.33%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
27,221
shares
|
$7.9 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
27,127
shares
|
$7.87 Million
0.45% of portfolio
|
Q4 2022
Added 13.89%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
27,124
shares
|
$7.87 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
27,108
shares
|
$7.87 Million
0.07% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
27,024
shares
|
$7.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 96.74%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,928
shares
|
$7.81 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
26,817
shares
|
$7.78 Million
2.46% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
26,805
shares
|
$7.78 Million
0.11% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
26,727
shares
|
$7.75 Million
1.22% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
26,688
shares
|
$7.74 Million
0.49% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,625
shares
|
$7.72 Million
2.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
26,378
shares
|
$7.65 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
26,326
shares
|
$7.64 Million
0.26% of portfolio
|
Q2 2022
Added 27.59%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
26,204
shares
|
$7.6 Million
0.92% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
26,150
shares
|
$7.59 Million
0.36% of portfolio
|
Q4 2022
Added 107.15%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
26,103
shares
|
$7.57 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,951
shares
|
$7.53 Million
1.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
25,940
shares
|
$7.53 Million
0.79% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
25,878
shares
|
$7.51 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
25,762
shares
|
$7.47 Million
0.16% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
25,647
shares
|
$7.44 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
25,585
shares
|
$7.42 Million
0.11% of portfolio
|
Q1 2025
Added 511600.0%
|