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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
550
shares
|
$142,494
0.15% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
550
shares
|
$142,494
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
549
shares
|
$142,234
0.08% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
535
shares
|
$138,607
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
533
shares
|
$138,089
0.25% of portfolio
|
Q2 2025
Reduced 78.98%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
530
shares
|
$137,312
0.49% of portfolio
|
Q1 2025
Added 657.14%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
525
shares
|
$136,017
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
519
shares
|
$134,462
0.06% of portfolio
|
Q2 2025
Added 273.38%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
518
shares
|
$134,203
0.04% of portfolio
|
Q2 2025
Added 78.62%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
513
shares
|
$132,908
0.06% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
509
shares
|
$131,871
0.03% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
505
shares
|
$130,835
0.03% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
504
shares
|
$130,576
0.02% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
500
shares
|
$129,539
0.1% of portfolio
|
Q4 2024
Reduced 30.65%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$129,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
500
shares
|
$129,539
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
500
shares
|
$129,539
0.01% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
500
shares
|
$129,539
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
493
shares
|
$127,726
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
491
shares
|
$127,208
0.09% of portfolio
|
Q2 2025
Added 44.41%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
487
shares
|
$126,171
0.03% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
487
shares
|
$126,171
0.11% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
485
shares
|
$125,653
0.06% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
484
shares
|
$125,394
0.08% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
476
shares
|
$123,322
0.01% of portfolio
|
Q1 2025
Reduced 27.11%
|