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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
997
shares
|
$258,302
0.08% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
996
shares
|
$258,043
0.14% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
993
shares
|
$257,266
0.05% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
992
shares
|
$257,007
0.11% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
991
shares
|
$256,748
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
991
shares
|
$256,748
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
989
shares
|
$256,230
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
988
shares
|
$255,971
0.15% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
988
shares
|
$255,971
0.05% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
987
shares
|
$255,711
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
986
shares
|
$255,452
0.06% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
985
shares
|
$255,193
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
984
shares
|
$254,934
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
983
shares
|
$254,675
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
983
shares
|
$254,675
0.1% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
981
shares
|
$254,157
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
980
shares
|
$253,898
0.11% of portfolio
|
Q2 2023
Reduced 2.49%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
980
shares
|
$253,898
0.07% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
977
shares
|
$253,121
0.25% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
976
shares
|
$252,862
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
976
shares
|
$252,862
0.07% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
975
shares
|
$252,602
0.15% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
974
shares
|
$252,343
0.16% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
974
shares
|
$252,343
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
970
shares
|
$251,307
0.04% of portfolio
|
Q2 2025
Added 7.9%
|