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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
1,501
shares
|
$388,879
0.01% of portfolio
|
Q2 2025
Added 65.67%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.14% of portfolio
|
Q2 2020
Reduced 69.22%
|
|
|
New South Capital Management Inc
Memphis, TN |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.33% of portfolio
|
Q1 2024
Reduced 98.41%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.36% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,500
shares
|
$388,620
0.09% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
1,500
shares
|
$388,620
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,496
shares
|
$387,583
0.07% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
1,494
shares
|
$387,065
0.2% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
1,492
shares
|
$386,547
0.34% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
1,488
shares
|
$385,511
0.29% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,488
shares
|
$385,511
0.03% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,484
shares
|
$384,474
0.06% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,483
shares
|
$384,215
0.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,483
shares
|
$384,215
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,479
shares
|
$383,179
0.07% of portfolio
|
Q2 2025
Added 30.08%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,479
shares
|
$383,179
0.2% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,476
shares
|
$382,402
0.05% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,474
shares
|
$381,883
0.22% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,473
shares
|
$381,624
0.05% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,473
shares
|
$381,624
0.08% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
1,472
shares
|
$381,365
0.1% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,468
shares
|
$380,329
0.26% of portfolio
|
Q2 2025
Reduced 60.27%
|