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 |
|---|---|---|---|---|---|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
1,574
shares
|
$407,791
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,571
shares
|
$407,014
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,570
shares
|
$406,755
0.16% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
1,570
shares
|
$406,755
0.3% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
1,565
shares
|
$405,460
0.19% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,565
shares
|
$405,460
0.1% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
1,563
shares
|
$404,942
0.39% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
1,562
shares
|
$404,682
0.26% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,561
shares
|
$404,423
0.07% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
1,561
shares
|
$404,423
0.39% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,561
shares
|
$404,423
0.16% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
1,560
shares
|
$404,164
0.14% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
1,560
shares
|
$404,164
0.03% of portfolio
|
Q2 2025
Reduced 73.15%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,560
shares
|
$404,164
0.07% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,559
shares
|
$403,905
0.35% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
1,556
shares
|
$403,128
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
1,555
shares
|
$402,869
0.36% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,553
shares
|
$402,351
0.34% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
1,553
shares
|
$402,351
0.29% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,551
shares
|
$401,833
0.08% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,549
shares
|
$401,314
0.43% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
1,548
shares
|
$401,055
0.36% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
1,548
shares
|
$401,055
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
1,545
shares
|
$400,278
0.31% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,544
shares
|
$400,019
0.11% of portfolio
|
Q2 2025
New holding
|