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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,070
shares
|
$277,215
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,070
shares
|
$277,215
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
1,070
shares
|
$277,215
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
1,068
shares
|
$276,697
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,066
shares
|
$276,179
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
1,064
shares
|
$275,661
0.11% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
1,063
shares
|
$275,402
0.05% of portfolio
|
Q1 2025
Reduced 57.19%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
1,063
shares
|
$275,402
0.03% of portfolio
|
Q4 2024
Reduced 59.44%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
1,062
shares
|
$275,142
0.1% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,062
shares
|
$275,142
0.03% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,062
shares
|
$275,142
0.03% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
1,061
shares
|
$274,883
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
1,061
shares
|
$274,883
0.12% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
1,060
shares
|
$274,624
0.18% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
1,058
shares
|
$274,106
0.24% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
1,052
shares
|
$272,552
0.28% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,051
shares
|
$272,293
0.05% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,050
shares
|
$272,034
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
1,050
shares
|
$272,034
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
1,050
shares
|
$272,034
0.12% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,050
shares
|
$272,034
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$272,034
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,049
shares
|
$271,774
0.22% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
1,047
shares
|
$271,256
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
1,046
shares
|
$270,997
0.06% of portfolio
|
Q2 2025
Added 0.1%
|