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 |
|---|---|---|---|---|---|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
682
shares
|
$176,692
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
682
shares
|
$176,692
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
681
shares
|
$176,433
0.02% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
681
shares
|
$176,433
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
674
shares
|
$174,619
0.06% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
665
shares
|
$172,288
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
657
shares
|
$170,215
0.04% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
654
shares
|
$169,438
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
651
shares
|
$168,661
0.06% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
627
shares
|
$162,443
0.04% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
620
shares
|
$160,629
0.15% of portfolio
|
Q4 2022
Reduced 74.82%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
617
shares
|
$159,852
0.15% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
611
shares
|
$158,297
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
607
shares
|
$157,261
0.09% of portfolio
|
Q2 2023
Reduced 14.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
604
shares
|
$156,484
0.04% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
600
shares
|
$155,448
0.15% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
578
shares
|
$149,748
0.08% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
575
shares
|
$148,971
0.16% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
575
shares
|
$148,971
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
574
shares
|
$148,711
0.05% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
569
shares
|
$147,416
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
562
shares
|
$145,602
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
561
shares
|
$145,343
0.06% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
556
shares
|
$144,048
0.1% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
551
shares
|
$142,753
0.27% of portfolio
|
Q3 2024
Reduced 63.92%
|