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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
473
shares
|
$122,544
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
470
shares
|
$121,767
0.02% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
470
shares
|
$121,767
0.06% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
470
shares
|
$121,767
0.1% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
469
shares
|
$121,508
0.1% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
468
shares
|
$121,249
0.09% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
467
shares
|
$120,990
0.09% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
460
shares
|
$119,176
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$117,363
0.0% of portfolio
|
Q2 2025
Reduced 56.98%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
453
shares
|
$117,363
0.1% of portfolio
|
Q2 2025
Added 45200.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
451
shares
|
$116,845
0.02% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
451
shares
|
$116,845
0.03% of portfolio
|
Q1 2024
Reduced 87.35%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
450
shares
|
$116,586
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
449
shares
|
$116,326
0.08% of portfolio
|
Q3 2023
Reduced 52.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
443
shares
|
$114,772
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
439
shares
|
$113,736
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
438
shares
|
$113,477
0.03% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
435
shares
|
$112,699
0.09% of portfolio
|
Q2 2025
Reduced 35.65%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
433
shares
|
$112,181
0.07% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
432
shares
|
$111,922
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
430
shares
|
$111,404
0.05% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
428
shares
|
$110,886
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
426
shares
|
$110,368
0.03% of portfolio
|
Q2 2025
Reduced 47.6%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
426
shares
|
$110,368
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
400
shares
|
$103,632
0.02% of portfolio
|
Q1 2025
New holding
|