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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,294
shares
|
$2.93 Million
0.11% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
11,289
shares
|
$2.92 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,286
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2022
Reduced 5.92%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
11,218
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2025
Added 28.37%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
11,200
shares
|
$2.9 Million
0.83% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
11,170
shares
|
$2.89 Million
7.73% of portfolio
|
Q2 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
11,107
shares
|
$2.88 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,098
shares
|
$2.88 Million
0.13% of portfolio
|
Q3 2022
Added 6.12%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,089
shares
|
$2.87 Million
0.35% of portfolio
|
Q4 2020
Added 13.12%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
11,079
shares
|
$2.87 Million
0.19% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,032
shares
|
$2.86 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,013
shares
|
$2.85 Million
2.38% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$2.85 Million
0.24% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,996
shares
|
$2.85 Million
0.05% of portfolio
|
Q1 2024
Reduced 37.19%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Aug 07, 2025 Q2 2025 |
10,980
shares
|
$2.84 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
10,947
shares
|
$2.84 Million
1.3% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
10,940
shares
|
$2.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
10,934
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
10,925
shares
|
$2.83 Million
0.04% of portfolio
|
Q1 2023
Reduced 95.18%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
10,871
shares
|
$2.82 Million
0.19% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
10,854
shares
|
$2.81 Million
1.59% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
10,842
shares
|
$2.81 Million
0.62% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
10,835
shares
|
$2.81 Million
2.61% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
10,831
shares
|
$2.81 Million
1.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
10,762
shares
|
$2.79 Million
2.01% of portfolio
|
Q2 2025
Reduced 4.69%
|