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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
19,656
shares
|
$5.09 Million
2.27% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
19,596
shares
|
$5.08 Million
4.32% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
19,570
shares
|
$5.07 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
19,540
shares
|
$5.06 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
19,529
shares
|
$5.06 Million
1.85% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
19,310
shares
|
$5 Million
0.02% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,252
shares
|
$4.99 Million
0.28% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
19,212
shares
|
$4.98 Million
0.28% of portfolio
|
Q2 2025
Added 101.72%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
19,211
shares
|
$4.98 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
19,190
shares
|
$4.97 Million
1.55% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
19,166
shares
|
$4.97 Million
0.33% of portfolio
|
Q3 2022
Reduced 14.16%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
19,113
shares
|
$4.95 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
19,081
shares
|
$4.94 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
19,052
shares
|
$4.94 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
19,002
shares
|
$4.92 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
18,889
shares
|
$4.89 Million
0.23% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
18,875
shares
|
$4.89 Million
0.2% of portfolio
|
Q2 2022
Added 43.19%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
18,811
shares
|
$4.87 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
18,802
shares
|
$4.87 Million
0.99% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Jul 25, 2025 Q2 2025 |
18,796
shares
|
$4.87 Million
0.65% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
18,779
shares
|
$4.87 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,690
shares
|
$4.84 Million
0.06% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
18,641
shares
|
$4.83 Million
0.18% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
18,550
shares
|
$4.81 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,526
shares
|
$4.8 Million
0.25% of portfolio
|
Q2 2025
Added 6.66%
|