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 |
|---|---|---|---|---|---|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
4,511
shares
|
$1.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,507
shares
|
$1.17 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,482
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
4,473
shares
|
$1.16 Million
0.75% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,473
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
4,458
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
4,457
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,457
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
4,455
shares
|
$1.15 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,450
shares
|
$1.15 Million
1.1% of portfolio
|
Q2 2025
Reduced 60.2%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,441
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
4,432
shares
|
$1.15 Million
0.81% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,430
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
4,422
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 97.85%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,410
shares
|
$1.14 Million
0.45% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
4,410
shares
|
$1.14 Million
0.42% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
4,410
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
4,407
shares
|
$1.14 Million
0.77% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,395
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2023
Reduced 8.23%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,393
shares
|
$1.14 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,385
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2022
Reduced 16.36%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
4,367
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
4,357
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
4,356
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,344
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.4%
|