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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,031
shares
|
$526,191
0.05% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
2,026
shares
|
$524,896
0.13% of portfolio
|
Q2 2025
Added 40.89%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
2,026
shares
|
$524,896
0.83% of portfolio
|
Q2 2025
Reduced 48.41%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,020
shares
|
$523,341
0.22% of portfolio
|
Q2 2025
Added 46.8%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,018
shares
|
$522,823
0.27% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
2,018
shares
|
$522,823
0.09% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
2,017
shares
|
$522,564
0.1% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,016
shares
|
$522,305
0.11% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
2,015
shares
|
$522,046
0.06% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,015
shares
|
$522,046
0.07% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,015
shares
|
$522,046
0.24% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
2,008
shares
|
$520,232
0.31% of portfolio
|
Q2 2025
Reduced 35.14%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
2,004
shares
|
$519,196
0.24% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
2,002
shares
|
$518,678
0.4% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$518,159
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$518,159
0.27% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
1,999
shares
|
$517,900
0.28% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
1,998
shares
|
$517,641
0.43% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,998
shares
|
$517,641
0.2% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,996
shares
|
$517,123
0.18% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,995
shares
|
$516,864
0.22% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,992
shares
|
$516,087
0.44% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,985
shares
|
$514,273
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,984
shares
|
$514,014
0.07% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,984
shares
|
$514,014
0.17% of portfolio
|
Q2 2025
Reduced 15.5%
|