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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
20,847
shares
|
$5.4 Million
1.68% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
20,845
shares
|
$5.4 Million
0.45% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,837
shares
|
$5.4 Million
0.18% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
20,816
shares
|
$5.39 Million
0.24% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
20,806
shares
|
$5.39 Million
2.11% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,802
shares
|
$5.39 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,784
shares
|
$5.38 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
20,663
shares
|
$5.35 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,655
shares
|
$5.35 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
20,622
shares
|
$5.34 Million
0.09% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,598
shares
|
$5.34 Million
0.52% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
20,597
shares
|
$5.34 Million
0.2% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
20,562
shares
|
$5.33 Million
4.18% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
20,501
shares
|
$5.31 Million
0.61% of portfolio
|
Q2 2025
Reduced 75.06%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
20,488
shares
|
$5.31 Million
2.69% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
20,293
shares
|
$5.26 Million
2.52% of portfolio
|
Q2 2025
Added 61.85%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
20,206
shares
|
$5.23 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
20,147
shares
|
$5.22 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Jul 30, 2025 Q2 2025 |
20,118
shares
|
$5.21 Million
1.22% of portfolio
|
Q1 2022
Added 6.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
19,973
shares
|
$5.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
19,961
shares
|
$5.17 Million
0.25% of portfolio
|
Q2 2025
Added 169.67%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
19,932
shares
|
$5.16 Million
0.64% of portfolio
|
Q2 2025
Added 147.6%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
19,925
shares
|
$5.16 Million
1.44% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
19,776
shares
|
$5.12 Million
0.21% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,664
shares
|
$5.09 Million
0.37% of portfolio
|
Q2 2025
Added 11.13%
|