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 |
|---|---|---|---|---|---|
|
Advent Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
14,000
shares
|
$3.63 Million
2.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
13,991
shares
|
$3.62 Million
1.9% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
13,986
shares
|
$3.62 Million
0.37% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
13,976
shares
|
$3.62 Million
0.26% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
13,961
shares
|
$3.62 Million
0.8% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
13,914
shares
|
$3.6 Million
0.13% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
13,905
shares
|
$3.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
13,800
shares
|
$3.58 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
13,721
shares
|
$3.55 Million
0.2% of portfolio
|
Q3 2022
Added 82.17%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
13,692
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
13,605
shares
|
$3.52 Million
0.15% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
13,602
shares
|
$3.52 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
13,571
shares
|
$3.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
13,522
shares
|
$3.5 Million
1.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
13,474
shares
|
$3.49 Million
0.39% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
13,465
shares
|
$3.49 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
13,426
shares
|
$3.48 Million
0.29% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,362
shares
|
$3.46 Million
0.17% of portfolio
|
Q2 2025
Added 555.96%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,341
shares
|
$3.46 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
13,335
shares
|
$3.45 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
13,334
shares
|
$3.45 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
13,317
shares
|
$3.45 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
13,297
shares
|
$3.44 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,190
shares
|
$3.42 Million
0.61% of portfolio
|
Q1 2024
Added 309.5%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
13,180
shares
|
$3.41 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.05%
|