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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
183
shares
|
$47,411
0.02% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
182
shares
|
$47,152
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
175
shares
|
$45,339
0.03% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
172
shares
|
$44,561
0.01% of portfolio
|
Q2 2025
Reduced 83.79%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
170
shares
|
$44,043
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
164
shares
|
$42,489
0.03% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
160
shares
|
$41,452
0.01% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
158
shares
|
$40,934
0.04% of portfolio
|
Q1 2025
Reduced 31.3%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
157
shares
|
$40,675
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
152
shares
|
$39,380
0.02% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
151
shares
|
$39,121
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$38,862
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
150
shares
|
$38,862
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
150
shares
|
$38,862
0.02% of portfolio
|
Q2 2025
Reduced 91.43%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
149
shares
|
$38,602
0.03% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
148
shares
|
$38,343
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
147
shares
|
$38,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
147
shares
|
$38,084
0.04% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
147
shares
|
$38,084
0.04% of portfolio
|
Q2 2025
Added 48.48%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
145
shares
|
$37,566
0.02% of portfolio
|
Q1 2024
Reduced 25.64%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
139
shares
|
$36,012
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
138
shares
|
$35,753
0.02% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
136
shares
|
$35,234
0.01% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
134
shares
|
$34,716
0.03% of portfolio
|
Q2 2025
Added 57.65%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
133
shares
|
$34,457
0.02% of portfolio
|
Q2 2025
Reduced 42.67%
|