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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
969
shares
|
$251,048
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
968
shares
|
$250,789
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
964
shares
|
$249,753
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
960
shares
|
$248,716
0.29% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
960
shares
|
$248,716
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
960
shares
|
$248,716
0.1% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
956
shares
|
$247,680
0.06% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
956
shares
|
$247,680
0.14% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
955
shares
|
$247,421
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
954
shares
|
$247,162
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
954
shares
|
$247,162
0.02% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
953
shares
|
$246,903
0.09% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
952
shares
|
$246,644
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
950
shares
|
$246,125
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
948
shares
|
$245,607
0.1% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
947
shares
|
$245,348
0.14% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
947
shares
|
$245,348
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
946
shares
|
$245,089
0.11% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
945
shares
|
$244,830
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
944
shares
|
$244,571
0.11% of portfolio
|
Q2 2025
Added 109.78%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
943
shares
|
$244,312
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
942
shares
|
$244,053
0.05% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
942
shares
|
$244,053
0.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
941
shares
|
$243,794
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
941
shares
|
$243,794
0.3% of portfolio
|
Q2 2025
Added 11.1%
|