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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,912
shares
|
$6.71 Million
0.09% of portfolio
|
Q2 2025
Added 141.83%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
25,799
shares
|
$6.68 Million
0.19% of portfolio
|
Q2 2025
Added 93.58%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
25,745
shares
|
$6.67 Million
2.19% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
25,692
shares
|
$6.66 Million
0.14% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
25,562
shares
|
$6.62 Million
1.43% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
25,525
shares
|
$6.61 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
25,450
shares
|
$6.59 Million
1.98% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
25,440
shares
|
$6.59 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
25,400
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2022
Added 23.06%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
25,395
shares
|
$6.58 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
25,334
shares
|
$6.56 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,304
shares
|
$6.56 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
25,290
shares
|
$6.55 Million
0.8% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
25,286
shares
|
$6.55 Million
0.17% of portfolio
|
Q1 2024
Added 23.67%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
25,217
shares
|
$6.53 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
25,215
shares
|
$6.53 Million
2.52% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
25,197
shares
|
$6.53 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
25,195
shares
|
$6.53 Million
0.31% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
25,092
shares
|
$6.5 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
25,042
shares
|
$6.49 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,976
shares
|
$6.47 Million
0.39% of portfolio
|
Q2 2023
Added 0.52%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
24,957
shares
|
$6.47 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
24,864
shares
|
$6.44 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
24,841
shares
|
$6.44 Million
4.12% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
24,831
shares
|
$6.43 Million
0.74% of portfolio
|
Q1 2025
Added 2133.0%
|