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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,983
shares
|
$513,755
0.23% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1,980
shares
|
$512,978
0.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
1,976
shares
|
$511,942
0.17% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,975
shares
|
$511,682
0.28% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
1,974
shares
|
$511,423
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
1,973
shares
|
$511,164
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
1,970
shares
|
$510,387
0.4% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,962
shares
|
$508,314
0.1% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
1,960
shares
|
$507,796
0.1% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,955
shares
|
$506,501
0.16% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
1,954
shares
|
$506,242
0.2% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
1,950
shares
|
$505,205
0.31% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,948
shares
|
$504,687
0.17% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
1,944
shares
|
$503,651
0.1% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1,943
shares
|
$503,392
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,938
shares
|
$502,097
0.17% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
1,938
shares
|
$502,097
0.22% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,937
shares
|
$501,837
0.14% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
1,937
shares
|
$501,837
0.34% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
1,936
shares
|
$501,578
0.23% of portfolio
|
Q2 2025
Added 38.09%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
1,928
shares
|
$499,506
0.18% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,926
shares
|
$498,988
0.08% of portfolio
|
Q4 2024
Added 93.76%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
1,920
shares
|
$497,433
0.09% of portfolio
|
Q3 2024
Reduced 20.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,920
shares
|
$497,433
0.02% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,915
shares
|
$496,138
0.04% of portfolio
|
Q1 2023
Reduced 8.07%
|