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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,178
shares
|
$305,196
0.22% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
1,177
shares
|
$304,937
0.18% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
1,174
shares
|
$304,159
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,173
shares
|
$303,900
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,173
shares
|
$303,900
0.03% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
1,171
shares
|
$303,382
0.07% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
1,170
shares
|
$303,123
0.1% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
1,167
shares
|
$302,346
0.21% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,165
shares
|
$301,828
0.27% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,165
shares
|
$301,828
0.02% of portfolio
|
Q3 2021
Added 19.29%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,163
shares
|
$301,310
0.05% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
1,162
shares
|
$301,050
0.22% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,162
shares
|
$301,050
0.28% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,161
shares
|
$300,791
0.12% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,161
shares
|
$300,791
0.11% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,160
shares
|
$300,532
0.2% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,159
shares
|
$300,273
0.04% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,159
shares
|
$300,273
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
1,159
shares
|
$300,273
0.22% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,157
shares
|
$299,755
0.1% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,157
shares
|
$299,755
0.09% of portfolio
|
Q3 2024
Reduced 38.23%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,156
shares
|
$299,496
0.22% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
1,155
shares
|
$299,237
0.12% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
1,153
shares
|
$298,719
0.15% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
1,151
shares
|
$298,201
0.1% of portfolio
|
Q2 2025
Added 2.68%
|