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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
58,695
shares
|
$17.4 Million
0.29% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
58,490
shares
|
$17.4 Million
0.28% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
58,416
shares
|
$17.4 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
58,206
shares
|
$17.3 Million
0.21% of portfolio
|
Q3 2024
Added 75.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,176
shares
|
$17.3 Million
0.13% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
58,066
shares
|
$17.3 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
57,971
shares
|
$17.2 Million
2.07% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
57,926
shares
|
$17.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
57,643
shares
|
$17.1 Million
0.83% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
57,587
shares
|
$17.1 Million
1.17% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
57,468
shares
|
$17.1 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
57,411
shares
|
$17.1 Million
2.35% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
57,027
shares
|
$16.9 Million
0.48% of portfolio
|
Q2 2025
Added 731.66%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
56,645
shares
|
$16.8 Million
1.02% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
56,548
shares
|
$16.8 Million
0.26% of portfolio
|
Q3 2025
Added 96.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
55,623
shares
|
$16.5 Million
0.27% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
55,449
shares
|
$16.5 Million
0.76% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
55,405
shares
|
$16.5 Million
0.12% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
55,388
shares
|
$16.5 Million
0.45% of portfolio
|
Q3 2025
Added 22.01%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
55,279
shares
|
$16.4 Million
0.66% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
55,000
shares
|
$16.3 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
54,971
shares
|
$16.3 Million
1.53% of portfolio
|
Q2 2023
Reduced 4.74%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
54,825
shares
|
$16.3 Million
0.22% of portfolio
|
Q3 2025
Added 61.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
54,760
shares
|
$16.3 Million
0.33% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
54,579
shares
|
$16.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.69%
|
|