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 |
|---|---|---|---|---|---|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
1,619
shares
|
$419,450
0.18% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,618
shares
|
$419,191
0.12% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
1,617
shares
|
$418,932
0.3% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
1,613
shares
|
$417,896
0.18% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,611
shares
|
$417,377
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,611
shares
|
$417,377
0.18% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,610
shares
|
$417,118
0.36% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
1,609
shares
|
$416,859
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
1,606
shares
|
$416,082
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
1,604
shares
|
$415,564
0.3% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,604
shares
|
$415,564
0.11% of portfolio
|
Q1 2023
Reduced 6.09%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,603
shares
|
$415,305
0.23% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
1,600
shares
|
$414,528
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
1,598
shares
|
$414,009
0.03% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
1,594
shares
|
$412,973
0.26% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,594
shares
|
$412,973
0.06% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,593
shares
|
$412,714
0.37% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
1,593
shares
|
$412,714
0.13% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
1,591
shares
|
$412,196
0.37% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
1,588
shares
|
$411,419
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,587
shares
|
$411,159
0.07% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,585
shares
|
$410,641
0.1% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
1,581
shares
|
$409,605
0.04% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
1,580
shares
|
$409,346
0.22% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
1,578
shares
|
$408,828
0.15% of portfolio
|
Q2 2025
Added 1.09%
|