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 |
|---|---|---|---|---|---|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
22,760
shares
|
$6.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
22,715
shares
|
$6.59 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
22,597
shares
|
$6.56 Million
0.07% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
22,550
shares
|
$6.54 Million
0.4% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
22,500
shares
|
$6.53 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
22,319
shares
|
$6.48 Million
0.11% of portfolio
|
Q1 2025
Reduced 50.9%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,255
shares
|
$6.46 Million
0.34% of portfolio
|
Q2 2023
Added 63.04%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
22,221
shares
|
$6.45 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
22,051
shares
|
$6.4 Million
0.14% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
22,000
shares
|
$6.38 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
21,951
shares
|
$6.37 Million
2.26% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
21,934
shares
|
$6.36 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
21,847
shares
|
$6.34 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
21,828
shares
|
$6.33 Million
0.22% of portfolio
|
Q2 2022
Added 10.74%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
21,707
shares
|
$6.3 Million
0.18% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
21,689
shares
|
$6.29 Million
0.36% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
21,546
shares
|
$6.25 Million
0.19% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
21,540
shares
|
$6.25 Million
0.07% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21,474
shares
|
$6.23 Million
0.27% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
21,450
shares
|
$6.22 Million
1.86% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
21,413
shares
|
$6.21 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
21,386
shares
|
$6.2 Million
4.97% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
21,304
shares
|
$6.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
21,290
shares
|
$6.18 Million
0.05% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
21,227
shares
|
$6.16 Million
0.63% of portfolio
|
Q1 2025
Reduced 17.68%
|