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 |
|---|---|---|---|---|---|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
816
shares
|
$211,409
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
815
shares
|
$211,150
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
815
shares
|
$211,150
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
814
shares
|
$210,891
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
814
shares
|
$210,891
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
813
shares
|
$210,632
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
812
shares
|
$210,372
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
812
shares
|
$210,372
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
812
shares
|
$210,372
0.17% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
811
shares
|
$210,113
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
811
shares
|
$210,113
0.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Sep 19, 2025 Q2 2025 |
811
shares
|
$210,113
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
810
shares
|
$209,854
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
810
shares
|
$209,854
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
808
shares
|
$209,336
0.1% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
808
shares
|
$209,336
0.2% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
807
shares
|
$209,077
0.09% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
805
shares
|
$208,559
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
805
shares
|
$208,559
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
801
shares
|
$207,523
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
801
shares
|
$207,523
0.01% of portfolio
|
Q2 2025
Reduced 51.69%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
800
shares
|
$207,264
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
800
shares
|
$207,264
0.01% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
800
shares
|
$207,264
0.43% of portfolio
|
Q2 2025
Reduced 93.19%
|
|
|
West Tower Group, LLC
Richmond, VA |
Jul 29, 2025 Q2 2025 |
800
shares
|
$207,264
0.51% of portfolio
|
Q2 2025
Reduced 20.0%
|