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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,054
shares
|
$2.35 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
9,053
shares
|
$2.35 Million
0.07% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
9,020
shares
|
$2.34 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
9,003
shares
|
$2.33 Million
0.86% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
8,963
shares
|
$2.32 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
8,920
shares
|
$2.31 Million
1.83% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
8,902
shares
|
$2.31 Million
0.05% of portfolio
|
Q2 2025
Added 34.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,861
shares
|
$2.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
8,858
shares
|
$2.29 Million
0.73% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
8,854
shares
|
$2.29 Million
0.59% of portfolio
|
Q2 2025
Added 59.04%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
8,846
shares
|
$2.29 Million
0.25% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
8,841
shares
|
$2.29 Million
0.2% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
8,839
shares
|
$2.29 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,835
shares
|
$2.29 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
8,823
shares
|
$2.29 Million
0.27% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
8,811
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
8,810
shares
|
$2.28 Million
0.32% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
8,765
shares
|
$2.27 Million
0.42% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8,751
shares
|
$2.27 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,749
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2022
Added 142.96%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
8,689
shares
|
$2.25 Million
1.39% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,678
shares
|
$2.25 Million
1.09% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
8,675
shares
|
$2.25 Million
0.67% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
8,667
shares
|
$2.25 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
8,664
shares
|
$2.24 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.4%
|