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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
1,236
shares
|
$320,222
0.33% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
1,235
shares
|
$319,963
0.08% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,235
shares
|
$319,963
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,235
shares
|
$319,963
0.24% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
1,233
shares
|
$319,445
0.28% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,232
shares
|
$319,186
0.14% of portfolio
|
Q1 2025
Added 31.2%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,230
shares
|
$318,668
0.09% of portfolio
|
Q4 2024
Added 32.83%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,229
shares
|
$318,409
0.25% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,227
shares
|
$317,891
0.08% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,227
shares
|
$317,891
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,227
shares
|
$317,891
0.12% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,226
shares
|
$317,632
0.17% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
1,224
shares
|
$317,113
0.07% of portfolio
|
Q1 2024
Reduced 11.75%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
1,224
shares
|
$317,113
0.17% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,222
shares
|
$316,595
0.03% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
1,222
shares
|
$316,595
0.27% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,212
shares
|
$314,004
0.26% of portfolio
|
Q2 2025
Added 23.17%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,211
shares
|
$313,745
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
1,208
shares
|
$312,968
0.05% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
1,206
shares
|
$312,450
0.03% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,204
shares
|
$311,932
0.21% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
1,202
shares
|
$311,414
0.03% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,202
shares
|
$311,414
0.17% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
1,202
shares
|
$311,414
0.19% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,201
shares
|
$311,155
0.1% of portfolio
|
Q1 2025
Added 27.36%
|