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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$310,896
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$310,896
0.35% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,200
shares
|
$310,896
0.13% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,200
shares
|
$310,896
0.17% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
1,199
shares
|
$310,636
0.08% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$310,636
0.17% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,198
shares
|
$310,377
0.07% of portfolio
|
Q2 2025
Reduced 27.83%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,198
shares
|
$310,377
0.04% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,197
shares
|
$310,118
0.13% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
1,197
shares
|
$310,118
0.14% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
1,196
shares
|
$309,859
0.21% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 18, 2025 Q2 2025 |
1,196
shares
|
$309,859
0.05% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
1,195
shares
|
$309,600
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,194
shares
|
$309,341
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
1,191
shares
|
$308,564
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,191
shares
|
$308,564
0.3% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,191
shares
|
$308,564
0.24% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
1,191
shares
|
$308,564
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
1,189
shares
|
$308,046
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,188
shares
|
$307,787
0.04% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,187
shares
|
$307,527
0.07% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,186
shares
|
$307,268
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
1,186
shares
|
$307,268
0.16% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
1,185
shares
|
$307,009
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
1,181
shares
|
$305,973
0.24% of portfolio
|
Q2 2025
Added 0.43%
|