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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
751
shares
|
$194,569
0.18% of portfolio
|
Q2 2025
Added 18.83%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
750
shares
|
$194,310
0.01% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
750
shares
|
$194,310
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
750
shares
|
$194,310
0.21% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
749
shares
|
$194,050
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
746
shares
|
$193,273
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
744
shares
|
$192,755
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
744
shares
|
$192,755
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
743
shares
|
$192,496
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
743
shares
|
$192,496
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
743
shares
|
$192,496
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
742
shares
|
$192,237
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
742
shares
|
$192,237
0.06% of portfolio
|
Q2 2025
Reduced 91.61%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
738
shares
|
$191,201
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
737
shares
|
$190,941
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
737
shares
|
$190,941
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
734
shares
|
$190,164
0.01% of portfolio
|
Q2 2025
Reduced 20.82%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
734
shares
|
$190,164
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
734
shares
|
$190,164
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
733
shares
|
$189,905
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
732
shares
|
$189,646
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
730
shares
|
$189,128
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
730
shares
|
$189,128
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
729
shares
|
$188,869
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
728
shares
|
$188,610
0.01% of portfolio
|
Q2 2025
New holding
|