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 3,833 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
39,996
shares
|
$10.4 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
39,922
shares
|
$10.3 Million
7.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
39,765
shares
|
$10.3 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
39,757
shares
|
$10.3 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
39,746
shares
|
$10.3 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
39,500
shares
|
$10.2 Million
1.6% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
39,109
shares
|
$10.1 Million
0.39% of portfolio
|
Q3 2022
Added 34.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
39,054
shares
|
$10.1 Million
1.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
38,998
shares
|
$10.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 51.42%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
38,989
shares
|
$10.1 Million
1.46% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
38,885
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2023
Added 7.68%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
38,809
shares
|
$10.1 Million
1.06% of portfolio
|
Q3 2023
Reduced 8.6%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38,617
shares
|
$10 Million
0.07% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
38,491
shares
|
$9.97 Million
2.74% of portfolio
|
Q2 2021
Reduced 18.14%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
38,369
shares
|
$9.94 Million
3.03% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
38,240
shares
|
$9.91 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
37,842
shares
|
$9.8 Million
0.13% of portfolio
|
Q2 2025
Added 34.31%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
37,807
shares
|
$9.8 Million
0.26% of portfolio
|
Q2 2025
Added 148.22%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
37,803
shares
|
$9.79 Million
0.2% of portfolio
|
Q2 2025
Added 191.42%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
37,665
shares
|
$9.76 Million
1.08% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
37,578
shares
|
$9.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
37,512
shares
|
$9.72 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
37,492
shares
|
$9.71 Million
4.47% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
37,313
shares
|
$9.67 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
37,275
shares
|
$9.66 Million
2.06% of portfolio
|
Q2 2025
Reduced 6.4%
|