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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,814
shares
|
$5.46 Million
0.36% of portfolio
|
Q1 2025
Added 30.9%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
18,735
shares
|
$5.44 Million
0.36% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
18,713
shares
|
$5.43 Million
0.37% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
18,696
shares
|
$5.42 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
18,619
shares
|
$5.4 Million
1.51% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
18,549
shares
|
$5.38 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
18,533
shares
|
$5.38 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
18,522
shares
|
$5.37 Million
0.97% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
18,512
shares
|
$5.37 Million
1.89% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
18,464
shares
|
$5.36 Million
0.09% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
18,427
shares
|
$5.35 Million
0.41% of portfolio
|
Q2 2025
Added 229.94%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
18,401
shares
|
$5.34 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
18,369
shares
|
$5.33 Million
0.85% of portfolio
|
Q1 2025
Reduced 94.7%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
18,302
shares
|
$5.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
18,284
shares
|
$5.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,195
shares
|
$5.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
18,031
shares
|
$5.23 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
18,029
shares
|
$5.23 Million
4.23% of portfolio
|
Q4 2023
Reduced 62.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
18,011
shares
|
$5.23 Million
0.18% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
17,952
shares
|
$5.21 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
17,898
shares
|
$5.19 Million
0.34% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
17,853
shares
|
$5.18 Million
0.59% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
17,822
shares
|
$5.17 Million
0.35% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
17,800
shares
|
$5.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
17,795
shares
|
$5.16 Million
0.07% of portfolio
|
Q1 2025
Added 9.25%
|