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 3,820 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$23,477
0.02% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$23,477
0.01% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$23,477
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$23,477
0.02% of portfolio
|
Q4 2018
Reduced 83.84%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$23,477
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$23,477
0.01% of portfolio
|
Q2 2023
Reduced 56.52%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
92
shares
|
$21,598
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
90
shares
|
$21,129
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
90
shares
|
$21,129
0.03% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
87
shares
|
$20,424
0.01% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
86
shares
|
$20,190
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
85
shares
|
$19,955
0.01% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
83
shares
|
$19,485
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
81
shares
|
$19,016
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
80
shares
|
$18,781
0.01% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
76
shares
|
$17,842
0.01% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
75
shares
|
$17,607
0.0% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
74
shares
|
$17,372
0.01% of portfolio
|
Q2 2025
Reduced 93.98%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
72
shares
|
$16,903
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
69
shares
|
$16,199
0.42% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
66
shares
|
$15,494
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
65
shares
|
$15,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
63
shares
|
$14,790
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
62
shares
|
$14,555
0.01% of portfolio
|
Q2 2025
Added 58.97%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
60
shares
|
$14,086
0.02% of portfolio
|
Q2 2025
Reduced 56.83%
|