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 |
|---|---|---|---|---|---|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,432
shares
|
$2.7 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
10,427
shares
|
$2.7 Million
1.04% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
10,419
shares
|
$2.7 Million
0.59% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
10,413
shares
|
$2.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
10,399
shares
|
$2.69 Million
0.08% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
10,393
shares
|
$2.69 Million
0.06% of portfolio
|
Q1 2024
Reduced 22.82%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
10,388
shares
|
$2.69 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,368
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2023
Added 2.37%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
10,368
shares
|
$2.69 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,345
shares
|
$2.68 Million
0.09% of portfolio
|
Q2 2025
Added 43.86%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
10,330
shares
|
$2.68 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,330
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Aug 04, 2025 Q2 2025 |
10,321
shares
|
$2.67 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,311
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
10,249
shares
|
$2.66 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
10,246
shares
|
$2.65 Million
0.11% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
10,199
shares
|
$2.64 Million
1.37% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
10,176
shares
|
$2.64 Million
1.6% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
10,174
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,165
shares
|
$2.63 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,159
shares
|
$2.63 Million
1.25% of portfolio
|
Q1 2023
Added 5.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
10,123
shares
|
$2.62 Million
0.24% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
10,112
shares
|
$2.62 Million
0.93% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
10,103
shares
|
$2.62 Million
0.33% of portfolio
|
Q2 2025
Added 43.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,098
shares
|
$2.62 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.48%
|