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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
16,425
shares
|
$4.77 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
16,414
shares
|
$4.76 Million
0.2% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
16,394
shares
|
$4.76 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
16,369
shares
|
$4.75 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,367
shares
|
$4.75 Million
0.47% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,339
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 44.18%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
16,301
shares
|
$4.73 Million
1.26% of portfolio
|
Q2 2023
Added 15.18%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
16,204
shares
|
$4.7 Million
0.17% of portfolio
|
Q2 2022
Added 8.23%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
16,200
shares
|
$4.7 Million
1.46% of portfolio
|
Q2 2022
Reduced 25.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
16,091
shares
|
$4.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Jun 05, 2025 Q1 2025 |
16,072
shares
|
$4.66 Million
1.92% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,025
shares
|
$4.65 Million
0.22% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
16,007
shares
|
$4.64 Million
1.55% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
16,007
shares
|
$4.64 Million
0.13% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
15,979
shares
|
$4.64 Million
0.94% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
15,939
shares
|
$4.62 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
15,910
shares
|
$4.62 Million
0.16% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
15,896
shares
|
$4.61 Million
0.83% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
15,818
shares
|
$4.59 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
15,767
shares
|
$4.57 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
15,756
shares
|
$4.57 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
15,737
shares
|
$4.57 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
15,727
shares
|
$4.56 Million
0.15% of portfolio
|
Q2 2025
Added 27.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,671
shares
|
$4.55 Million
0.14% of portfolio
|
Q1 2025
Added 58.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
15,671
shares
|
$4.55 Million
0.18% of portfolio
|
Q1 2025
New holding
|