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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
701
shares
|
$181,615
0.11% of portfolio
|
Q2 2025
Reduced 55.21%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
701
shares
|
$181,615
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
700
shares
|
$181,356
0.13% of portfolio
|
Q2 2025
Reduced 45.23%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
700
shares
|
$181,356
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
700
shares
|
$181,356
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
698
shares
|
$180,837
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
697
shares
|
$180,578
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
696
shares
|
$180,319
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
694
shares
|
$179,801
0.06% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
693
shares
|
$179,542
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
692
shares
|
$179,283
0.13% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
690
shares
|
$178,765
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
690
shares
|
$178,765
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
689
shares
|
$178,506
0.02% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
689
shares
|
$178,506
0.13% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
688
shares
|
$178,247
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
687
shares
|
$177,987
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
687
shares
|
$177,987
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
687
shares
|
$177,987
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
686
shares
|
$177,728
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
686
shares
|
$177,728
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
684
shares
|
$177,210
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
683
shares
|
$176,951
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
683
shares
|
$176,951
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
683
shares
|
$176,951
0.14% of portfolio
|
Q1 2025
Reduced 6.82%
|