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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,360
shares
|
$352,348
0.15% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,356
shares
|
$351,312
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,356
shares
|
$351,312
0.38% of portfolio
|
Q2 2025
Reduced 53.14%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,351
shares
|
$350,017
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,350
shares
|
$349,758
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,349
shares
|
$349,498
0.58% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
1,348
shares
|
$349,239
0.1% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,346
shares
|
$348,721
0.43% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
1,346
shares
|
$348,721
0.17% of portfolio
|
Q2 2025
Added 33550.0%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,345
shares
|
$348,462
0.27% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,343
shares
|
$347,944
0.08% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
1,341
shares
|
$347,426
0.05% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,338
shares
|
$346,649
0.11% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,337
shares
|
$346,389
0.35% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,336
shares
|
$346,130
0.07% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,333
shares
|
$345,353
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
1,332
shares
|
$345,094
0.07% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
1,329
shares
|
$344,317
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
1,327
shares
|
$343,799
0.37% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
1,324
shares
|
$343,021
0.11% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,324
shares
|
$343,021
0.0% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,324
shares
|
$343,021
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,320
shares
|
$341,985
0.06% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,319
shares
|
$341,726
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,318
shares
|
$341,467
0.18% of portfolio
|
Q2 2025
Added 1.15%
|