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 3,834 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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
1,728
shares
|
$447,690
0.16% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
1,723
shares
|
$446,394
0.28% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
1,721
shares
|
$445,876
0.11% of portfolio
|
Q2 2025
Added 113.26%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,721
shares
|
$445,876
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,719
shares
|
$445,358
0.26% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,717
shares
|
$444,840
0.23% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
1,715
shares
|
$444,322
0.43% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,710
shares
|
$443,026
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
1,710
shares
|
$443,026
0.34% of portfolio
|
Q2 2025
Added 45.9%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,709
shares
|
$442,767
0.17% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,708
shares
|
$442,508
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
1,708
shares
|
$442,508
0.51% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
1,705
shares
|
$441,731
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,705
shares
|
$441,731
0.37% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,704
shares
|
$441,472
0.03% of portfolio
|
Q2 2025
Added 46.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,700
shares
|
$440,436
0.1% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,700
shares
|
$440,436
0.2% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,700
shares
|
$440,436
0.1% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,698
shares
|
$439,917
0.24% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$439,658
0.08% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,693
shares
|
$438,622
0.15% of portfolio
|
Q2 2025
Added 78.4%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
1,693
shares
|
$438,622
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,692
shares
|
$438,363
0.06% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,692
shares
|
$438,363
0.09% of portfolio
|
Q2 2025
Reduced 52.34%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
1,690
shares
|
$437,845
0.2% of portfolio
|
Q2 2023
New holding
|