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 |
|---|---|---|---|---|---|
|
Hgk Asset Management Inc
|
Apr 28, 2025 Q1 2025 |
24,034
shares
|
$6.97 Million
1.23% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
23,935
shares
|
$6.94 Million
2.25% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
23,865
shares
|
$6.92 Million
1.07% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
23,845
shares
|
$6.92 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
23,767
shares
|
$6.9 Million
2.23% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
23,741
shares
|
$6.89 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
23,737
shares
|
$6.89 Million
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,736
shares
|
$6.89 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.73%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
23,725
shares
|
$6.88 Million
1.6% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,706
shares
|
$6.88 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
23,678
shares
|
$6.87 Million
0.16% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
23,619
shares
|
$6.85 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
23,566
shares
|
$6.84 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
23,537
shares
|
$6.83 Million
1.46% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,523
shares
|
$6.82 Million
0.3% of portfolio
|
Q4 2023
Added 1.54%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
23,480
shares
|
$6.81 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
23,337
shares
|
$6.77 Million
0.28% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
23,309
shares
|
$6.76 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
23,305
shares
|
$6.76 Million
0.31% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
23,192
shares
|
$6.73 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
22,917
shares
|
$6.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
22,897
shares
|
$6.64 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
22,858
shares
|
$6.63 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
22,851
shares
|
$6.63 Million
7.2% of portfolio
|
Q1 2025
Added 86.43%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
22,844
shares
|
$6.63 Million
3.62% of portfolio
|
Q1 2025
Reduced 0.57%
|