Filing Research | IBM - INTERNATIONAL BUSINESS MACHS Institutional Holdings

Snapshot holdings

50 / 1,252 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	908.8KSH	$255.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	665.8KSH	$169.8M
3	Robeco Institutional Asset Management B.V.	Shares	556.8KSH	$156.6M
4	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	378.1KSH	$106.3M
5	CAPITAL ADVISORS INC/OK	Shares	363.5KSH	$102.2M
6	Vest Financial, LLC	Shares	357.1KSH	$100.4M
7	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	330.2KSH	$92.9M
8	Welch Group, LLC	Shares	301.4KSH	$84.8M
9	Birch Hill Investment Advisors LLC	Shares	289.5KSH	$81.4M
10	Czech National Bank	Shares	267.5KSH	$75.2M
11	Mirae Asset Global Investments Co., Ltd.	Shares	251.7KSH	$70.8M
12	Sequoia Financial Advisors, LLC	Shares	221.1KSH	$62.2M
13	E. Ohman J:or Asset Management AB	Shares	220.5KSH	$62.0M
14	IFM Investors Pty Ltd	Shares	215.0KSH	$60.5M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	207.6KSH	$58.4M
16	Hamlin Capital Management, LLC	Shares	193.7KSH	$54.5M
17	PensionDanmark Pensionsforsikringsaktieselskab	Shares	186.9KSH	$52.6M
18	D.A. DAVIDSON & CO.	Shares	185.1KSH	$52.1M
19	DAVENPORT & Co LLC	Shares	178.0KSH	$50.1M
20	QRG CAPITAL MANAGEMENT, INC.	Shares	172.7KSH	$48.6M
21	LBP AM SA	Shares	170.6KSH	$48.0M
22	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	149.0KSH	$41.9M
23	Police & Firemen's Retirement System of New Jersey	Shares	140.9KSH	$39.6M
24	Douglas Lane & Associates, LLC	Shares	131.8KSH	$37.1M
25	FIRST HORIZON CORP	Shares	125.7KSH	$35.4M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	124.2KSH	$34.9M
27	Crossmark Global Holdings, Inc.	Shares	119.1KSH	$33.5M
28	Apollon Wealth Management, LLC	Shares	116.0KSH	$32.6M
29	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	114.7KSH	$32.2M
30	BENJAMIN EDWARDS INC	Shares	110.8KSH	$31.2M
31	MEITAV INVESTMENT HOUSE LTD	Shares	109.6KSH	$30.8M
32	ARS Investment Partners, LLC	Shares	102.7KSH	$28.9M
33	GODSEY & GIBB, INC	Shares	102.5KSH	$28.8M
34	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	100.1KSH	$28.1M
35	Palisade Asset Management, LLC	Shares	98.8KSH	$27.8M
36	Steigerwald, Gordon & Koch Inc.	Shares	97.4KSH	$27.4M
37	Assenagon Asset Management S.A.	Shares	93.4KSH	$26.3M
38	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	91.1KSH	$25.6M
39	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	87.3KSH	$24.6M
40	Union Bancaire Privee, UBP SA	Shares	69.4KSH	$24.4M
41	SBI Securities Co., Ltd.	Shares	84.2KSH	$23.7M
42	BALDWIN WEALTH PARTNERS LLC/MA	Shares	81.6KSH	$22.9M
43	Kepler Cheuvreux (Suisse) SA	Shares	77.9KSH	$21.9M
44	GHP Investment Advisors, Inc.	Shares	77.8KSH	$21.9M
45	NorthCrest Asset Manangement, LLC	Shares	73.3KSH	$21.7M
46	Bogart Wealth, LLC	Shares	75.7KSH	$21.3M
47	BAR HARBOR WEALTH MANAGEMENT	Shares	73.6KSH	$20.7M
48	BANQUE PICTET & CIE SA	Shares	72.6KSH	$20.4M
49	HM PAYSON & CO	Shares	71.9KSH	$20.2M
50	ASR Vermogensbeheer N.V.	Shares	69.8KSH	$19.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,276 loaded

#		Instrument
1	Hamlin Capital Management, LLC new	Shares	+193.7K	+$54.5M	$54.5M
2	CAPITAL ADVISORS INC/OK added	Shares	+114.7K	+$41.9M	$102.2M
3	Robeco Institutional Asset Management B.V. added	Shares	+79.8K	+$41.0M	$156.6M
4	Swedbank AB added	Shares	+18.8K	+$39.8M	$255.6M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+48.1K	+$33.9M	$169.8M
6	MEITAV INVESTMENT HOUSE LTD new	Shares	+109.6K	+$30.8M	$30.8M
7	LBP AM SA added	Shares	+87.9K	+$27.9M	$48.0M
8	Vest Financial, LLC added	Shares	+56.2K	+$27.5M	$100.4M
9	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+36.1K	+$21.6M	$92.9M
10	ARS Investment Partners, LLC added	Shares	+67.2K	+$20.3M	$28.9M
11	Union Bancaire Privee, UBP SA added	Shares	+51.2K	+$19.8M	$24.4M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+30.9K	+$17.3M	$70.8M
13	IFM Investors Pty Ltd added	Shares	+27.3K	+$15.0M	$60.5M
14	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-880	+$14.5M	$106.3M
15	J.W. COLE ADVISORS, INC. new	Shares	+50.3K	+$14.1M	$14.1M
16	Birch Hill Investment Advisors LLC added	Shares	+10.1K	+$13.7M	$81.4M
17	Czech National Bank added	Shares	+13.0K	+$13.5M	$75.2M
18	Welch Group, LLC added	Shares	+6.6K	+$13.3M	$84.8M
19	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+21.5K	+$12.5M	$52.6M
20	Sequoia Financial Advisors, LLC added	Shares	+14.2K	+$12.0M	$62.2M
21	BENJAMIN EDWARDS INC added	Shares	+31.7K	+$12.0M	$31.2M
22	Smith Salley Wealth Management added	Shares	+29.8K	+$9.3M	$15.3M
23	QRG CAPITAL MANAGEMENT, INC. added	Shares	+10.6K	+$9.3M	$48.6M
24	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+31.2K	+$9.2M	$11.8M
25	Mayflower Financial Advisors, LLC added	Shares	+31.6K	+$9.1M	$10.7M
26	D.A. DAVIDSON & CO. added	Shares	+7.3K	+$9.0M	$52.1M
27	DAVENPORT & Co LLC added	Shares	+6.2K	+$8.4M	$50.1M
28	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+27.6K	+$7.9M	$8.6M
29	VIKING FUND MANAGEMENT LLC added	Shares	+23.0K	+$7.5M	$14.1M
30	Fideuram Asset Management (Ireland) dac added	Shares	+29.0K	+$7.1M	$9.9M
31	McCollum Christoferson Group LLC added	Shares	+22.2K	+$6.3M	$6.8M
32	Kepler Cheuvreux (Suisse) SA added	Shares	+11.9K	+$5.9M	$21.9M
33	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-4	+$5.8M	$41.9M
34	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-10.1K	+$5.6M	$58.4M
35	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+13.0K	+$5.6M	$17.6M
36	E. Ohman J:or Asset Management AB trimmed	Shares	-12.8K	+$5.4M	$62.0M
37	Sage Capital Advisors,llc new	Shares	+19.1K	+$5.4M	$5.4M
38	Apollon Wealth Management, LLC added	Shares	+2.5K	+$5.1M	$32.6M
39	Farther Finance Advisors, LLC added	Shares	+10.9K	+$5.1M	$18.1M
40	FRANKLIN STREET ADVISORS INC /NC added	Shares	+12.5K	+$5.0M	$14.1M
41	FIRST HORIZON CORP added	Shares	+102	+$4.9M	$35.4M
42	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-2.5K	+$4.9M	$39.6M
43	GRIFFIN ASSET MANAGEMENT, INC. added	Shares	+15.7K	+$4.9M	$7.6M
44	JACKSON SQUARE CAPITAL, LLC new	Shares	+16.6K	+$4.7M	$4.7M
45	FUKOKU MUTUAL LIFE INSURANCE CO unchanged	Shares	0	+$4.5M	$32.2M
46	Avanza Fonder AB added	Shares	+7.4K	+$4.4M	$18.9M
47	MISSION WEALTH MANAGEMENT, LP added	Shares	+13.0K	+$4.4M	$8.7M
48	NorthCrest Asset Manangement, LLC added	Shares	+3.2K	+$4.3M	$21.7M
49	IFP Advisors, Inc added	Shares	+10.1K	+$4.1M	$12.2M
50	Strong Tower Advisory Services new	Shares	+14.1K	+$4.0M	$4.0M

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