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 |
|---|---|---|---|---|---|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
891
shares
|
$230,840
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
889
shares
|
$230,322
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
889
shares
|
$230,322
0.15% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
887
shares
|
$229,803
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
885
shares
|
$229,285
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
880
shares
|
$227,990
0.07% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
880
shares
|
$227,990
0.05% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
880
shares
|
$227,990
0.18% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
879
shares
|
$227,731
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
879
shares
|
$227,731
0.05% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
878
shares
|
$227,472
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
874
shares
|
$226,435
0.08% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
874
shares
|
$226,435
0.11% of portfolio
|
Q2 2025
Added 26.54%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
873
shares
|
$226,176
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
870
shares
|
$225,399
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
870
shares
|
$225,399
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
870
shares
|
$225,399
0.17% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
868
shares
|
$224,881
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
867
shares
|
$224,622
0.08% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
867
shares
|
$224,622
0.02% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
866
shares
|
$224,363
0.11% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
866
shares
|
$224,363
0.13% of portfolio
|
Q2 2025
Reduced 25.73%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
866
shares
|
$224,363
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
865
shares
|
$224,104
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
865
shares
|
$224,104
0.1% of portfolio
|
Q1 2025
New holding
|