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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
1,688
shares
|
$437,327
0.21% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,687
shares
|
$437,067
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,685
shares
|
$436,549
0.02% of portfolio
|
Q1 2022
Reduced 19.26%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,683
shares
|
$436,031
0.15% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,680
shares
|
$435,254
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
1,677
shares
|
$434,477
0.12% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,677
shares
|
$434,477
0.1% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,676
shares
|
$434,218
0.1% of portfolio
|
Q3 2023
Reduced 20.68%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,676
shares
|
$434,218
0.31% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,675
shares
|
$433,959
0.26% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,671
shares
|
$432,922
0.0% of portfolio
|
Q2 2025
Reduced 89.77%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
1,670
shares
|
$432,663
0.0% of portfolio
|
Q2 2025
Reduced 51.97%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,669
shares
|
$432,404
0.23% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
1,668
shares
|
$432,145
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,667
shares
|
$431,886
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
1,667
shares
|
$431,886
0.14% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,667
shares
|
$431,886
0.26% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,664
shares
|
$431,109
0.2% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,664
shares
|
$431,109
0.23% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,664
shares
|
$431,109
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,663
shares
|
$430,850
0.03% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
1,662
shares
|
$430,590
0.39% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,661
shares
|
$430,331
0.12% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
1,661
shares
|
$430,331
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
1,661
shares
|
$430,331
0.36% of portfolio
|
Q2 2025
Reduced 0.72%
|