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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
30
shares
|
$7,043
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
25
shares
|
$5,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$5,869
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
23
shares
|
$5,399
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$4,695
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
16
shares
|
$3,756
0.23% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
16
shares
|
$3,756
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
16
shares
|
$3,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
13
shares
|
$3,052
0.0% of portfolio
|
Q1 2024
Reduced 96.86%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13
shares
|
$3,052
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
13
shares
|
$3,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11
shares
|
$2,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
11
shares
|
$2,582
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
10
shares
|
$2,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
10
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,878
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
8
shares
|
$1,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
6
shares
|
$1,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5
shares
|
$1,173
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
4
shares
|
$939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
4
shares
|
$939
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2
shares
|
$469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1
shares
|
$234
0.0% of portfolio
|
Q2 2025
Reduced 94.44%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1
shares
|
$234
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|