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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
18,468
shares
|
$4.78 Million
0.13% of portfolio
|
Q2 2025
Added 191.39%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
18,462
shares
|
$4.78 Million
0.98% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
18,450
shares
|
$4.78 Million
0.2% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
18,446
shares
|
$4.78 Million
0.69% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
18,427
shares
|
$4.77 Million
0.41% of portfolio
|
Q2 2025
Added 229.94%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
18,417
shares
|
$4.77 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
18,417
shares
|
$4.77 Million
1.68% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
18,366
shares
|
$4.76 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
18,352
shares
|
$4.75 Million
0.28% of portfolio
|
Q2 2025
Reduced 87.36%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
18,335
shares
|
$4.75 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
18,301
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,245
shares
|
$4.73 Million
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,201
shares
|
$4.72 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
18,173
shares
|
$4.71 Million
0.36% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
18,171
shares
|
$4.71 Million
1.57% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
18,154
shares
|
$4.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,104
shares
|
$4.69 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
18,076
shares
|
$4.68 Million
0.19% of portfolio
|
Q2 2025
Added 15.35%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
18,047
shares
|
$4.68 Million
0.22% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
18,033
shares
|
$4.67 Million
2.22% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,029
shares
|
$4.67 Million
4.84% of portfolio
|
Q4 2023
Reduced 62.27%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
18,000
shares
|
$4.66 Million
1.09% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
17,987
shares
|
$4.66 Million
0.12% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
17,963
shares
|
$4.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,896
shares
|
$4.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.48%
|