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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,766
shares
|
$457,535
0.02% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
1,765
shares
|
$457,276
0.38% of portfolio
|
Q3 2024
Added 47.08%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,761
shares
|
$456,239
0.14% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,761
shares
|
$456,239
0.12% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,761
shares
|
$456,239
0.1% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
1,761
shares
|
$456,239
0.19% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
1,757
shares
|
$455,203
0.32% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,754
shares
|
$454,426
0.25% of portfolio
|
Q2 2025
Added 21.64%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,753
shares
|
$454,167
0.06% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,750
shares
|
$453,390
0.28% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
1,750
shares
|
$453,390
0.1% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
1,750
shares
|
$453,390
0.09% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,749
shares
|
$453,130
0.01% of portfolio
|
Q2 2023
Added 7.63%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
1,748
shares
|
$452,871
0.14% of portfolio
|
Q2 2023
Reduced 44.47%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
1,746
shares
|
$452,353
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,746
shares
|
$452,353
0.23% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
1,745
shares
|
$452,094
0.07% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
1,744
shares
|
$451,835
0.87% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,743
shares
|
$451,576
0.17% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,738
shares
|
$450,281
0.06% of portfolio
|
Q2 2025
Added 20.78%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
1,738
shares
|
$450,281
0.36% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,737
shares
|
$450,021
0.18% of portfolio
|
Q2 2025
Added 92.79%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
1,731
shares
|
$448,467
0.18% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,730
shares
|
$448,208
0.14% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
1,729
shares
|
$447,949
0.3% of portfolio
|
Q4 2024
Reduced 0.58%
|