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 |
|---|---|---|---|---|---|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
17,211
shares
|
$4.46 Million
2.73% of portfolio
|
Q2 2025
Added 171.25%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
17,206
shares
|
$4.46 Million
0.03% of portfolio
|
Q2 2025
Added 38.15%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
17,185
shares
|
$4.45 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
17,162
shares
|
$4.45 Million
0.39% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
17,137
shares
|
$4.44 Million
0.51% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
17,092
shares
|
$4.43 Million
0.45% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
17,080
shares
|
$4.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
17,076
shares
|
$4.42 Million
0.21% of portfolio
|
Q2 2025
Added 34.37%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,056
shares
|
$4.42 Million
2.72% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
16,988
shares
|
$4.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,935
shares
|
$4.39 Million
1.74% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
16,921
shares
|
$4.38 Million
0.33% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
16,918
shares
|
$4.38 Million
0.16% of portfolio
|
Q2 2025
Added 467.15%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
16,908
shares
|
$4.38 Million
1.63% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
16,894
shares
|
$4.38 Million
1.65% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
16,843
shares
|
$4.36 Million
0.34% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
16,788
shares
|
$4.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
16,653
shares
|
$4.31 Million
0.36% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,633
shares
|
$4.31 Million
0.14% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
16,612
shares
|
$4.3 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
16,600
shares
|
$4.3 Million
1.22% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
16,577
shares
|
$4.29 Million
0.28% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
16,445
shares
|
$4.26 Million
0.12% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
16,425
shares
|
$4.26 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
16,394
shares
|
$4.25 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.64%
|