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 |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
12,565
shares
|
$3.26 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,537
shares
|
$3.25 Million
0.02% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
12,516
shares
|
$3.24 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
12,490
shares
|
$3.24 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
12,437
shares
|
$3.22 Million
1.33% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
12,423
shares
|
$3.22 Million
1.41% of portfolio
|
Q2 2025
Reduced 63.05%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
12,404
shares
|
$3.21 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
12,401
shares
|
$3.21 Million
1.27% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
12,380
shares
|
$3.21 Million
1.6% of portfolio
|
Q2 2025
Reduced 27.25%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
12,278
shares
|
$3.18 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
12,228
shares
|
$3.17 Million
1.46% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
12,155
shares
|
$3.15 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
12,127
shares
|
$3.14 Million
0.99% of portfolio
|
Q2 2025
Added 200.32%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
12,105
shares
|
$3.14 Million
0.56% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
12,078
shares
|
$3.13 Million
0.08% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
12,066
shares
|
$3.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
12,050
shares
|
$3.12 Million
2.23% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
12,050
shares
|
$3.12 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
12,030
shares
|
$3.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,027
shares
|
$3.12 Million
0.37% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,019
shares
|
$3.11 Million
0.09% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
12,010
shares
|
$3.11 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
11,900
shares
|
$3.08 Million
0.81% of portfolio
|
Q1 2018
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
11,870
shares
|
$3.08 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
11,816
shares
|
$3.06 Million
0.67% of portfolio
|
Q2 2025
Added 1.66%
|