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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,275
shares
|
$330,327
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
1,275
shares
|
$330,327
0.24% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
1,275
shares
|
$330,327
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
1,273
shares
|
$329,808
0.08% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
1,272
shares
|
$329,549
0.1% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
1,272
shares
|
$329,549
0.13% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,268
shares
|
$328,513
0.28% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,268
shares
|
$328,513
0.11% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,256
shares
|
$325,404
0.05% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,251
shares
|
$324,109
0.16% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
1,249
shares
|
$323,590
0.09% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,249
shares
|
$323,590
0.15% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,249
shares
|
$323,590
0.01% of portfolio
|
Q2 2025
Reduced 34.91%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,248
shares
|
$323,331
0.06% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
1,247
shares
|
$323,072
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,246
shares
|
$322,813
0.09% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
1,246
shares
|
$322,813
0.04% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
1,245
shares
|
$322,554
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,245
shares
|
$322,554
0.11% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
1,245
shares
|
$322,554
0.23% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,244
shares
|
$322,295
0.07% of portfolio
|
Q2 2025
Added 58.88%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,243
shares
|
$322,036
0.13% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,237
shares
|
$320,481
0.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
1,237
shares
|
$320,481
0.35% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,236
shares
|
$320,222
0.06% of portfolio
|
Q2 2025
Added 52.4%
|