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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
7,886
shares
|
$2.29 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
7,883
shares
|
$2.29 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,856
shares
|
$2.28 Million
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
7,849
shares
|
$2.28 Million
1.75% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,846
shares
|
$2.28 Million
0.22% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
7,835
shares
|
$2.27 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
7,827
shares
|
$2.27 Million
0.52% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
7,826
shares
|
$2.27 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
7,812
shares
|
$2.27 Million
0.11% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
7,804
shares
|
$2.26 Million
0.24% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
7,799
shares
|
$2.26 Million
0.97% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
7,790
shares
|
$2.26 Million
2.12% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
7,785
shares
|
$2.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,775
shares
|
$2.26 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,774
shares
|
$2.26 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
7,768
shares
|
$2.25 Million
0.42% of portfolio
|
Q3 2023
Reduced 0.82%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
7,749
shares
|
$2.25 Million
0.46% of portfolio
|
Q2 2022
Added 0.16%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
7,740
shares
|
$2.25 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
7,735
shares
|
$2.24 Million
1.81% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
7,714
shares
|
$2.24 Million
1.0% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,702
shares
|
$2.23 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
7,701
shares
|
$2.23 Million
0.85% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,666
shares
|
$2.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,643
shares
|
$2.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
7,630
shares
|
$2.21 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.07%
|