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 |
|---|---|---|---|---|---|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
8,291
shares
|
$2.15 Million
1.25% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
8,278
shares
|
$2.14 Million
2.3% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
8,257
shares
|
$2.14 Million
0.24% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
8,249
shares
|
$2.14 Million
2.37% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
8,229
shares
|
$2.13 Million
0.73% of portfolio
|
Q2 2025
Added 145.28%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
8,181
shares
|
$2.12 Million
0.76% of portfolio
|
Q2 2025
Added 142.47%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
8,161
shares
|
$2.11 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
8,157
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
8,132
shares
|
$2.11 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,120
shares
|
$2.1 Million
0.45% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
8,119
shares
|
$2.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,113
shares
|
$2.1 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,105
shares
|
$2.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,104
shares
|
$2.1 Million
0.29% of portfolio
|
Q2 2022
Added 9.47%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
8,090
shares
|
$2.1 Million
1.78% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
8,087
shares
|
$2.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,070
shares
|
$2.09 Million
1.13% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
8,063
shares
|
$2.09 Million
0.42% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
8,063
shares
|
$2.09 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,060
shares
|
$2.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
8,042
shares
|
$2.08 Million
0.19% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
8,041
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
8,036
shares
|
$2.08 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
8,036
shares
|
$2.08 Million
0.58% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
8,034
shares
|
$2.08 Million
1.41% of portfolio
|
Q2 2025
Added 45.99%
|