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 3,907 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
64,436
shares
|
$19.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
64,149
shares
|
$19.1 Million
1.66% of portfolio
|
Q3 2022
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
63,659
shares
|
$18.9 Million
0.91% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Jacobs & CO
|
Oct 01, 2025 Q3 2025 |
63,502
shares
|
$18.9 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
63,054
shares
|
$18.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
62,931
shares
|
$18.7 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
62,844
shares
|
$18.7 Million
2.82% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
62,810
shares
|
$18.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
62,629
shares
|
$18.6 Million
1.01% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
62,304
shares
|
$18.5 Million
0.69% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
62,238
shares
|
$18.5 Million
0.1% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
61,978
shares
|
$18.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
61,755
shares
|
$18.4 Million
1.47% of portfolio
|
Q3 2025
Added 58.13%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
61,361
shares
|
$18.2 Million
0.34% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
61,205
shares
|
$18.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
61,184
shares
|
$18.2 Million
0.13% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
61,152
shares
|
$18.2 Million
0.28% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
61,032
shares
|
$18.1 Million
0.45% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
60,860
shares
|
$18.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
60,813
shares
|
$18.1 Million
1.21% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
60,152
shares
|
$17.9 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
60,071
shares
|
$17.9 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
58,985
shares
|
$17.5 Million
0.21% of portfolio
|
Q3 2022
Reduced 3.28%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
58,848
shares
|
$17.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
58,791
shares
|
$17.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.04%
|
|