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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,408
shares
|
$364,784
0.02% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
1,403
shares
|
$363,489
0.15% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,401
shares
|
$362,971
0.05% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
1,400
shares
|
$362,712
0.18% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
1,399
shares
|
$362,452
0.06% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
1,394
shares
|
$361,157
0.16% of portfolio
|
Q2 2025
Reduced 92.88%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
1,393
shares
|
$360,898
0.19% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,392
shares
|
$360,639
0.15% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
1,392
shares
|
$360,639
0.17% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
1,392
shares
|
$360,639
0.15% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,387
shares
|
$359,343
0.11% of portfolio
|
Q4 2024
Added 89.74%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,386
shares
|
$359,084
0.01% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
1,385
shares
|
$358,825
0.14% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,385
shares
|
$358,825
0.09% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,384
shares
|
$358,566
0.07% of portfolio
|
Q2 2025
Added 40.65%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,384
shares
|
$358,566
0.09% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
1,383
shares
|
$358,307
0.17% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
1,382
shares
|
$358,048
0.4% of portfolio
|
Q2 2025
Added 29.4%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,381
shares
|
$357,789
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,380
shares
|
$357,530
0.16% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
1,377
shares
|
$356,753
0.03% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
1,374
shares
|
$355,975
0.05% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
1,373
shares
|
$355,716
0.08% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,366
shares
|
$353,903
0.02% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
1,365
shares
|
$353,644
0.08% of portfolio
|
Q2 2025
Reduced 3.4%
|