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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
312
shares
|
$80,832
0.03% of portfolio
|
Q1 2022
Reduced 2.5%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
312
shares
|
$80,832
0.05% of portfolio
|
Q2 2025
Added 65.08%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
311
shares
|
$80,573
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
309
shares
|
$80,055
0.03% of portfolio
|
Q4 2022
Added 53.73%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
305
shares
|
$79,019
0.01% of portfolio
|
Q1 2025
Reduced 39.96%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
305
shares
|
$79,019
0.05% of portfolio
|
Q2 2022
Added 4.45%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
303
shares
|
$78,501
0.04% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
300
shares
|
$77,724
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
300
shares
|
$77,724
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
296
shares
|
$76,687
0.07% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
294
shares
|
$76,169
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
292
shares
|
$75,651
0.02% of portfolio
|
Q2 2022
Added 135.48%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
292
shares
|
$75,651
0.03% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
289
shares
|
$74,874
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
288
shares
|
$74,615
0.06% of portfolio
|
Q2 2025
Added 32.72%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
287
shares
|
$74,355
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
286
shares
|
$74,096
0.13% of portfolio
|
Q2 2025
Reduced 43.37%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
280
shares
|
$72,542
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
280
shares
|
$72,542
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
272
shares
|
$70,469
0.06% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
271
shares
|
$70,210
0.03% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
270
shares
|
$69,951
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
266
shares
|
$68,915
0.06% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
261
shares
|
$67,619
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
260
shares
|
$67,360
0.03% of portfolio
|
Q2 2025
Added 21.5%
|