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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
838
shares
|
$217,109
0.08% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
837
shares
|
$216,849
0.13% of portfolio
|
Q1 2025
Reduced 45.54%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
837
shares
|
$216,849
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
836
shares
|
$216,590
0.11% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
835
shares
|
$216,331
0.08% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
835
shares
|
$216,331
0.06% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
835
shares
|
$216,331
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
833
shares
|
$215,813
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
832
shares
|
$215,554
0.12% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
831
shares
|
$215,295
0.06% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
831
shares
|
$215,295
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
830
shares
|
$215,036
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
826
shares
|
$214,000
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
825
shares
|
$213,741
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
825
shares
|
$213,741
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
825
shares
|
$213,741
0.03% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
825
shares
|
$213,741
0.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
825
shares
|
$213,741
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
822
shares
|
$212,963
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
820
shares
|
$212,445
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
818
shares
|
$211,927
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
818
shares
|
$211,927
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
817
shares
|
$211,668
0.03% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
817
shares
|
$211,668
0.04% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
816
shares
|
$211,409
0.23% of portfolio
|
Q2 2025
Reduced 11.59%
|