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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
10,057
shares
|
$2.61 Million
0.33% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,046
shares
|
$2.6 Million
0.27% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,042
shares
|
$2.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,036
shares
|
$2.6 Million
0.15% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
10,031
shares
|
$2.6 Million
1.39% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,021
shares
|
$2.6 Million
0.41% of portfolio
|
Q2 2022
Added 4.98%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
10,011
shares
|
$2.59 Million
0.45% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,000
shares
|
$2.59 Million
1.58% of portfolio
|
Q2 2022
New holding
|
|
|
Westport Asset Management Inc
Southport, CT |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$2.59 Million
1.4% of portfolio
|
Q1 2020
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
9,992
shares
|
$2.59 Million
1.74% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
9,989
shares
|
$2.59 Million
0.24% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
9,987
shares
|
$2.59 Million
0.11% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
9,981
shares
|
$2.59 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
9,970
shares
|
$2.58 Million
1.51% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,934
shares
|
$2.57 Million
0.31% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
9,923
shares
|
$2.57 Million
1.43% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
9,906
shares
|
$2.57 Million
0.1% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
9,895
shares
|
$2.56 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,887
shares
|
$2.56 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
9,867
shares
|
$2.56 Million
1.55% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
9,866
shares
|
$2.56 Million
0.58% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,865
shares
|
$2.56 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,860
shares
|
$2.55 Million
0.17% of portfolio
|
Q2 2022
Reduced 5.2%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
9,847
shares
|
$2.55 Million
0.25% of portfolio
|
Q2 2025
Reduced 91.72%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
9,843
shares
|
$2.55 Million
0.67% of portfolio
|
Q2 2025
Added 0.17%
|