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 |
|---|---|---|---|---|---|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
861
shares
|
$223,067
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
861
shares
|
$223,067
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
861
shares
|
$223,067
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
858
shares
|
$222,290
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
858
shares
|
$222,290
0.11% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
857
shares
|
$222,031
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
857
shares
|
$222,031
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
856
shares
|
$221,772
0.06% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
856
shares
|
$221,772
0.21% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
854
shares
|
$221,254
0.07% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
853
shares
|
$220,995
0.03% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
851
shares
|
$220,477
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
851
shares
|
$220,477
0.08% of portfolio
|
Q2 2022
Reduced 14.99%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
851
shares
|
$220,477
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
851
shares
|
$220,477
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
850
shares
|
$220,218
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
850
shares
|
$220,218
0.1% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
848
shares
|
$219,699
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
847
shares
|
$219,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
847
shares
|
$219,440
0.06% of portfolio
|
Q2 2025
Added 42250.0%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
845
shares
|
$218,922
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
842
shares
|
$218,145
0.06% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
841
shares
|
$217,886
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
840
shares
|
$217,627
0.03% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
839
shares
|
$217,368
0.03% of portfolio
|
Q2 2025
Reduced 20.25%
|