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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
8,839
shares
|
$2.56 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,835
shares
|
$2.56 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
8,773
shares
|
$2.55 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
8,769
shares
|
$2.54 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
8,760
shares
|
$2.54 Million
2.0% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
8,758
shares
|
$2.54 Million
0.65% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,749
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2022
Added 142.96%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
8,739
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
8,699
shares
|
$2.52 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,683
shares
|
$2.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,681
shares
|
$2.52 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
8,667
shares
|
$2.51 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
8,667
shares
|
$2.51 Million
0.27% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
8,616
shares
|
$2.5 Million
1.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
8,609
shares
|
$2.5 Million
0.07% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,575
shares
|
$2.49 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
8,571
shares
|
$2.49 Million
0.24% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
8,569
shares
|
$2.49 Million
2.2% of portfolio
|
Q1 2024
Reduced 7.26%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
8,568
shares
|
$2.49 Million
0.74% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
8,567
shares
|
$2.49 Million
0.07% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,562
shares
|
$2.48 Million
1.26% of portfolio
|
Q3 2022
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
8,555
shares
|
$2.48 Million
0.29% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
8,532
shares
|
$2.48 Million
0.29% of portfolio
|
Q3 2023
Reduced 13.62%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
8,521
shares
|
$2.47 Million
0.32% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
8,484
shares
|
$2.46 Million
0.72% of portfolio
|
Q1 2025
New holding
|