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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,150
shares
|
$297,942
0.2% of portfolio
|
Q3 2023
Added 9.52%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$297,942
0.03% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
1,150
shares
|
$297,942
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
1,150
shares
|
$297,942
0.23% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
1,148
shares
|
$297,423
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
1,147
shares
|
$297,164
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
1,141
shares
|
$295,610
0.27% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
1,140
shares
|
$295,351
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,137
shares
|
$294,573
0.1% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
1,137
shares
|
$294,573
0.19% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
1,136
shares
|
$294,314
0.13% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,136
shares
|
$294,314
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,136
shares
|
$294,314
0.26% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,135
shares
|
$294,055
0.2% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
1,135
shares
|
$294,055
0.14% of portfolio
|
Q2 2025
Reduced 34.47%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
1,132
shares
|
$293,278
0.11% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
1,132
shares
|
$293,278
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,132
shares
|
$293,278
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
1,128
shares
|
$292,242
0.29% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
1,127
shares
|
$291,983
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
1,118
shares
|
$289,651
0.06% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,117
shares
|
$289,392
0.06% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,117
shares
|
$289,392
0.06% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,111
shares
|
$287,837
0.16% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
1,110
shares
|
$287,578
0.05% of portfolio
|
Q2 2025
Reduced 32.6%
|