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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
908
shares
|
$235,244
0.02% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
908
shares
|
$235,244
0.12% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
908
shares
|
$235,244
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
907
shares
|
$234,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
906
shares
|
$234,726
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
906
shares
|
$234,726
0.11% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
903
shares
|
$233,949
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
902
shares
|
$233,690
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
902
shares
|
$233,690
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
902
shares
|
$233,690
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
901
shares
|
$233,431
0.01% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
901
shares
|
$233,431
0.13% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
900
shares
|
$233,172
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
900
shares
|
$233,172
0.1% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
900
shares
|
$233,172
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
900
shares
|
$233,172
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
899
shares
|
$232,912
0.09% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
897
shares
|
$232,394
0.08% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
896
shares
|
$232,135
0.22% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
896
shares
|
$232,135
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
Aug 14, 2025 Q2 2025 |
895
shares
|
$231,876
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
893
shares
|
$231,358
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
893
shares
|
$231,358
0.08% of portfolio
|
Q2 2025
Added 235.71%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
892
shares
|
$231,099
0.11% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
892
shares
|
$231,099
0.08% of portfolio
|
Q2 2025
Added 8.78%
|