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 |
|---|---|---|---|---|---|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
800
shares
|
$207,264
0.38% of portfolio
|
Q2 2025
Reduced 86.21%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
799
shares
|
$207,004
0.03% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
799
shares
|
$207,004
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
798
shares
|
$206,745
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
793
shares
|
$205,450
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
793
shares
|
$205,450
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
793
shares
|
$205,450
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
792
shares
|
$205,191
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
792
shares
|
$205,191
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
792
shares
|
$205,191
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
790
shares
|
$204,673
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
790
shares
|
$204,673
0.39% of portfolio
|
Q2 2025
Reduced 56.06%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
790
shares
|
$204,673
0.17% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
790
shares
|
$204,673
0.14% of portfolio
|
Q2 2025
Reduced 87.37%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
789
shares
|
$204,414
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
787
shares
|
$203,895
0.05% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
786
shares
|
$203,636
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
785
shares
|
$203,377
0.09% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
783
shares
|
$202,859
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
782
shares
|
$202,600
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
782
shares
|
$202,600
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
780
shares
|
$202,082
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
780
shares
|
$202,082
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
780
shares
|
$202,082
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
780
shares
|
$202,082
0.17% of portfolio
|
Q2 2025
New holding
|