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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
1,541
shares
|
$399,242
0.04% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
1,541
shares
|
$399,242
0.07% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
1,539
shares
|
$398,724
0.32% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,539
shares
|
$398,724
0.12% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,538
shares
|
$398,465
0.1% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1,535
shares
|
$397,687
0.25% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,533
shares
|
$397,169
0.36% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,528
shares
|
$395,874
0.87% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
1,527
shares
|
$395,615
0.22% of portfolio
|
Q3 2024
Added 25.27%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,527
shares
|
$395,615
0.12% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,526
shares
|
$395,356
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
1,525
shares
|
$395,097
0.16% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,523
shares
|
$394,578
0.11% of portfolio
|
Q3 2023
Added 2.21%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
1,520
shares
|
$393,801
0.1% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
1,516
shares
|
$392,765
0.08% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,515
shares
|
$392,506
0.06% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,514
shares
|
$392,247
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
1,513
shares
|
$391,988
0.02% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,512
shares
|
$391,728
0.06% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
1,512
shares
|
$391,728
0.36% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,511
shares
|
$391,469
0.04% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
1,510
shares
|
$391,210
0.13% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,509
shares
|
$390,951
0.68% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
1,508
shares
|
$390,692
0.1% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
1,508
shares
|
$390,692
0.24% of portfolio
|
Q3 2024
Added 17.45%
|