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 |
---|---|---|---|---|---|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,316
shares
|
$340,949
0.17% of portfolio
|
Q2 2025
Reduced 60.69%
|
|
North Point Portfolio Managers Corp
|
Jul 30, 2025 Q2 2025 |
1,316
shares
|
$340,949
0.07% of portfolio
|
Q2 2024
Added 7.87%
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,315
shares
|
$340,690
0.0% of portfolio
|
Q2 2025
Added 16.27%
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
1,315
shares
|
$340,690
0.11% of portfolio
|
Q2 2025
Added 25.48%
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
1,313
shares
|
$340,172
0.01% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
1,310
shares
|
$339,394
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,307
shares
|
$338,617
0.08% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
1,304
shares
|
$337,840
0.04% of portfolio
|
Q2 2025
Added 12.22%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,303
shares
|
$337,581
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,301
shares
|
$337,063
0.05% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$336,804
0.34% of portfolio
|
Q2 2025
Added 6.56%
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
1,296
shares
|
$335,767
0.23% of portfolio
|
Q2 2025
Added 15.82%
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
1,294
shares
|
$335,249
0.13% of portfolio
|
Q2 2025
Added 11.65%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,292
shares
|
$334,731
0.2% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
1,291
shares
|
$334,472
0.26% of portfolio
|
Q2 2025
Added 0.16%
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
1,291
shares
|
$334,472
0.09% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,291
shares
|
$334,472
0.09% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,291
shares
|
$334,472
0.13% of portfolio
|
Q2 2025
New holding
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
1,287
shares
|
$333,435
0.09% of portfolio
|
Q2 2025
Added 17.11%
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,284
shares
|
$332,658
0.12% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,277
shares
|
$330,845
0.04% of portfolio
|
Q2 2024
Added 2.82%
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,277
shares
|
$330,845
0.29% of portfolio
|
Q4 2024
New holding
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
1,276
shares
|
$330,586
0.08% of portfolio
|
Q1 2025
Reduced 40.32%
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,276
shares
|
$330,586
0.08% of portfolio
|
Q2 2025
Added 2.33%
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$330,586
0.25% of portfolio
|
Q3 2024
Reduced 8.27%
|