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 |
|---|---|---|---|---|---|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,105
shares
|
$286,283
0.11% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,102
shares
|
$285,506
0.06% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,100
shares
|
$284,988
0.26% of portfolio
|
Q4 2024
Reduced 54.47%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,100
shares
|
$284,988
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,099
shares
|
$284,728
0.08% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,099
shares
|
$284,728
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
1,097
shares
|
$284,210
0.05% of portfolio
|
Q1 2024
Reduced 9.86%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
1,097
shares
|
$284,210
0.01% of portfolio
|
Q2 2025
Reduced 81.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,097
shares
|
$284,210
0.39% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,096
shares
|
$283,951
0.11% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
1,094
shares
|
$283,433
0.23% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
1,090
shares
|
$282,397
0.08% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
1,090
shares
|
$282,397
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,088
shares
|
$281,879
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
1,087
shares
|
$281,619
0.19% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,083
shares
|
$280,583
0.12% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
1,082
shares
|
$280,324
0.06% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,082
shares
|
$280,324
0.09% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,081
shares
|
$280,065
0.06% of portfolio
|
Q2 2025
Added 17.63%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,081
shares
|
$280,065
2.46% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,080
shares
|
$279,806
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
1,080
shares
|
$279,806
0.2% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$278,511
0.03% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,075
shares
|
$278,511
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
1,074
shares
|
$278,251
0.08% of portfolio
|
Q2 2025
Reduced 23.01%
|