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 3,833 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 |
|---|---|---|---|---|---|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
29,808
shares
|
$7.72 Million
2.99% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
29,777
shares
|
$7.71 Million
0.24% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
29,728
shares
|
$7.7 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
29,649
shares
|
$7.68 Million
0.14% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
29,600
shares
|
$7.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
29,582
shares
|
$7.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
29,564
shares
|
$7.66 Million
2.88% of portfolio
|
Q1 2022
Added 0.34%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
29,521
shares
|
$7.65 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
29,483
shares
|
$7.64 Million
0.17% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
29,467
shares
|
$7.63 Million
0.12% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
29,420
shares
|
$7.62 Million
1.41% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
29,369
shares
|
$7.61 Million
0.16% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
29,331
shares
|
$7.6 Million
0.33% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
29,312
shares
|
$7.59 Million
0.19% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
29,274
shares
|
$7.58 Million
0.49% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,259
shares
|
$7.58 Million
0.15% of portfolio
|
Q2 2020
Added 3.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
29,219
shares
|
$7.57 Million
0.06% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
29,216
shares
|
$7.57 Million
1.05% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
29,196
shares
|
$7.56 Million
1.14% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
29,149
shares
|
$7.55 Million
1.46% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
29,063
shares
|
$7.53 Million
0.18% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
29,006
shares
|
$7.51 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
28,969
shares
|
$7.51 Million
0.1% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
28,919
shares
|
$7.49 Million
1.16% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
28,800
shares
|
$7.46 Million
0.09% of portfolio
|
Q4 2023
New holding
|