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 3,833 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
17,896
shares
|
$4.64 Million
0.4% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
17,891
shares
|
$4.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.06%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
17,828
shares
|
$4.62 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
17,819
shares
|
$4.62 Million
0.14% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
17,800
shares
|
$4.61 Million
0.64% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
17,788
shares
|
$4.61 Million
0.44% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
17,767
shares
|
$4.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
17,733
shares
|
$4.59 Million
0.65% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
17,698
shares
|
$4.59 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
17,669
shares
|
$4.58 Million
0.66% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
17,664
shares
|
$4.58 Million
2.47% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
17,624
shares
|
$4.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
17,582
shares
|
$4.56 Million
0.23% of portfolio
|
Q2 2025
Added 59.26%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
17,578
shares
|
$4.55 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
17,475
shares
|
$4.53 Million
2.86% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
17,473
shares
|
$4.53 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
17,447
shares
|
$4.52 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,446
shares
|
$4.52 Million
0.34% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
17,395
shares
|
$4.51 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
17,388
shares
|
$4.5 Million
0.4% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
17,386
shares
|
$4.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
17,317
shares
|
$4.49 Million
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,253
shares
|
$4.47 Million
0.22% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
17,244
shares
|
$4.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,212
shares
|
$4.46 Million
1.04% of portfolio
|
Q1 2025
Reduced 4.71%
|