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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
1,044
shares
|
$270,479
0.16% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
1,044
shares
|
$270,479
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
1,041
shares
|
$269,702
0.06% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
1,041
shares
|
$269,702
0.11% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,039
shares
|
$269,184
0.01% of portfolio
|
Q4 2024
Reduced 68.21%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
1,039
shares
|
$269,184
0.3% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
1,039
shares
|
$269,184
0.19% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
1,038
shares
|
$268,925
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
1,037
shares
|
$268,665
0.16% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,035
shares
|
$268,147
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
1,035
shares
|
$268,147
0.16% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
1,030
shares
|
$266,852
0.01% of portfolio
|
Q2 2025
Added 56.06%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,029
shares
|
$266,593
0.14% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,029
shares
|
$266,593
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
1,029
shares
|
$266,593
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,027
shares
|
$266,075
0.09% of portfolio
|
Q2 2025
Added 127.21%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
1,027
shares
|
$266,075
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,026
shares
|
$265,816
0.09% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,024
shares
|
$265,297
0.21% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
1,024
shares
|
$265,297
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
1,021
shares
|
$264,520
0.08% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,019
shares
|
$264,002
0.05% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,017
shares
|
$263,484
0.05% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
1,016
shares
|
$263,225
0.12% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
1,014
shares
|
$262,707
0.12% of portfolio
|
Q2 2025
Reduced 2.22%
|