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 |
|---|---|---|---|---|---|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
940
shares
|
$243,535
0.23% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
936
shares
|
$242,498
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
936
shares
|
$242,498
0.2% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
933
shares
|
$241,721
0.23% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
932
shares
|
$241,462
0.07% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
930
shares
|
$240,944
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
930
shares
|
$240,944
0.11% of portfolio
|
Q4 2023
Reduced 41.88%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
930
shares
|
$240,944
0.34% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
927
shares
|
$240,167
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
925
shares
|
$239,648
0.04% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
923
shares
|
$239,130
0.04% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
922
shares
|
$238,871
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
921
shares
|
$238,612
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
920
shares
|
$238,353
0.07% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
918
shares
|
$237,835
0.15% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
917
shares
|
$237,576
0.1% of portfolio
|
Q2 2024
Reduced 77.07%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
915
shares
|
$237,058
0.06% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
914
shares
|
$236,799
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
912
shares
|
$236,280
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
912
shares
|
$236,280
0.07% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
911
shares
|
$236,021
0.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
910
shares
|
$235,762
0.07% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
910
shares
|
$235,762
0.11% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
910
shares
|
$235,762
0.19% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
909
shares
|
$235,503
0.16% of portfolio
|
Q2 2025
Reduced 0.55%
|