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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
1,466
shares
|
$379,811
0.21% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,460
shares
|
$378,256
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,460
shares
|
$378,256
0.0% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
1,457
shares
|
$377,479
0.31% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,454
shares
|
$376,702
0.07% of portfolio
|
Q2 2025
Reduced 49.64%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,452
shares
|
$376,184
0.02% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,451
shares
|
$375,925
0.07% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,451
shares
|
$375,925
0.05% of portfolio
|
Q2 2025
Reduced 29.36%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,447
shares
|
$374,888
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
1,446
shares
|
$374,629
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,443
shares
|
$373,852
0.06% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,439
shares
|
$372,816
0.04% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,437
shares
|
$372,297
0.31% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
1,435
shares
|
$371,779
0.09% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
1,431
shares
|
$370,743
0.2% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
1,429
shares
|
$370,225
0.22% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
1,428
shares
|
$369,966
0.12% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,426
shares
|
$369,448
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,424
shares
|
$368,929
0.08% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
1,422
shares
|
$368,411
0.1% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
1,421
shares
|
$368,152
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,421
shares
|
$368,152
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,413
shares
|
$366,080
0.04% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
1,410
shares
|
$365,302
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,409
shares
|
$365,043
0.21% of portfolio
|
Q1 2025
Added 36.53%
|