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 |
|---|---|---|---|---|---|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
27,267
shares
|
$7.06 Million
2.36% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,231
shares
|
$7.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
27,221
shares
|
$7.05 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
27,219
shares
|
$7.05 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
27,189
shares
|
$7.04 Million
4.79% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,189
shares
|
$7.04 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
27,185
shares
|
$7.04 Million
1.34% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
27,127
shares
|
$7.03 Million
0.45% of portfolio
|
Q4 2022
Added 13.89%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
27,125
shares
|
$7.03 Million
0.34% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
27,124
shares
|
$7.03 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
27,115
shares
|
$7.02 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
27,108
shares
|
$7.02 Million
0.07% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
27,038
shares
|
$7.01 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,928
shares
|
$6.98 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
26,727
shares
|
$6.92 Million
1.22% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
26,424
shares
|
$6.85 Million
1.1% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
26,408
shares
|
$6.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
26,378
shares
|
$6.83 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
26,326
shares
|
$6.82 Million
0.26% of portfolio
|
Q2 2022
Added 27.59%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
26,285
shares
|
$6.81 Million
0.25% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
26,279
shares
|
$6.81 Million
0.27% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
26,185
shares
|
$6.78 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
26,162
shares
|
$6.78 Million
3.59% of portfolio
|
Q2 2025
Added 112.53%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
26,150
shares
|
$6.77 Million
0.36% of portfolio
|
Q4 2022
Added 107.15%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
25,940
shares
|
$6.72 Million
0.79% of portfolio
|
Q2 2024
Reduced 1.35%
|