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 |
|---|---|---|---|---|---|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
60
shares
|
$14,086
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
58
shares
|
$13,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
58
shares
|
$13,616
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
58
shares
|
$13,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
55
shares
|
$12,912
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
55
shares
|
$12,912
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
53
shares
|
$12,442
0.01% of portfolio
|
Q1 2025
Added 51.43%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
50
shares
|
$11,738
0.01% of portfolio
|
Q3 2023
Reduced 99.75%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
50
shares
|
$11,738
0.0% of portfolio
|
Q4 2022
Reduced 87.62%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
49
shares
|
$11,503
0.01% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
48
shares
|
$11,268
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
47
shares
|
$11,034
0.0% of portfolio
|
Q2 2024
Reduced 52.04%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
46
shares
|
$10,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
45
shares
|
$10,564
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
43
shares
|
$10,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$10,095
0.01% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
40
shares
|
$9,390
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
40
shares
|
$9,390
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
40
shares
|
$9,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
36
shares
|
$8,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
35
shares
|
$8,216
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
33
shares
|
$7,747
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
33
shares
|
$7,747
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
31
shares
|
$7,277
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$7,043
0.0% of portfolio
|
Q3 2024
New holding
|