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 |
|---|---|---|---|---|---|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
11,740
shares
|
$3.04 Million
0.41% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
11,731
shares
|
$3.04 Million
4.73% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
11,730
shares
|
$3.04 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,729
shares
|
$3.04 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
11,700
shares
|
$3.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,668
shares
|
$3.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,650
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
11,635
shares
|
$3.01 Million
0.55% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
11,613
shares
|
$3.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
May 07, 2025 Q1 2025 |
11,592
shares
|
$3 Million
4.3% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
11,576
shares
|
$3 Million
0.6% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
11,535
shares
|
$2.99 Million
1.13% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
11,531
shares
|
$2.99 Million
2.43% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
11,490
shares
|
$2.98 Million
1.13% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
11,484
shares
|
$2.98 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
11,481
shares
|
$2.97 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
11,447
shares
|
$2.97 Million
2.14% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
11,437
shares
|
$2.96 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,408
shares
|
$2.96 Million
0.44% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
11,378
shares
|
$2.95 Million
0.26% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
11,364
shares
|
$2.94 Million
0.2% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
11,360
shares
|
$2.94 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
11,351
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,337
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2023
Added 2.17%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,311
shares
|
$2.93 Million
0.07% of portfolio
|
Q2 2025
Added 3.96%
|