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 |
|---|---|---|---|---|---|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
777
shares
|
$201,305
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
776
shares
|
$201,046
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
774
shares
|
$200,527
0.05% of portfolio
|
Q2 2025
Reduced 65.52%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
774
shares
|
$200,527
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
773
shares
|
$200,268
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
771
shares
|
$199,750
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
770
shares
|
$199,491
0.04% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
769
shares
|
$199,232
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
768
shares
|
$198,973
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
767
shares
|
$198,714
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
767
shares
|
$198,714
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
766
shares
|
$198,455
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
766
shares
|
$198,455
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
765
shares
|
$198,196
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
765
shares
|
$198,196
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
765
shares
|
$198,196
0.22% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
764
shares
|
$197,937
0.09% of portfolio
|
Q2 2025
Reduced 35.03%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
763
shares
|
$197,678
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
762
shares
|
$197,418
0.04% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
761
shares
|
$197,159
0.17% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
760
shares
|
$196,900
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
755
shares
|
$195,605
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
754
shares
|
$195,346
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
754
shares
|
$195,346
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
753
shares
|
$195,087
0.12% of portfolio
|
Q4 2023
New holding
|