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 |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
15,422
shares
|
$4 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
15,415
shares
|
$3.99 Million
0.79% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
15,373
shares
|
$3.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
15,322
shares
|
$3.97 Million
0.1% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,249
shares
|
$3.95 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,239
shares
|
$3.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
15,238
shares
|
$3.95 Million
0.19% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
15,194
shares
|
$3.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
15,074
shares
|
$3.91 Million
2.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
15,038
shares
|
$3.9 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
15,000
shares
|
$3.89 Million
0.05% of portfolio
|
Q4 2021
Added 1010.29%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
14,913
shares
|
$3.86 Million
2.97% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
14,900
shares
|
$3.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
14,820
shares
|
$3.84 Million
3.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
14,819
shares
|
$3.84 Million
2.7% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
14,780
shares
|
$3.83 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
14,778
shares
|
$3.83 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,750
shares
|
$3.82 Million
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
14,713
shares
|
$3.81 Million
0.73% of portfolio
|
Q2 2025
Added 809.33%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
14,683
shares
|
$3.8 Million
0.95% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,673
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
14,669
shares
|
$3.8 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
14,645
shares
|
$3.79 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
14,633
shares
|
$3.79 Million
0.11% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
14,610
shares
|
$3.79 Million
0.83% of portfolio
|
Q2 2025
Reduced 8.09%
|