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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
10,758
shares
|
$2.79 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
10,749
shares
|
$2.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
10,740
shares
|
$2.78 Million
0.27% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
10,714
shares
|
$2.78 Million
0.79% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
10,684
shares
|
$2.77 Million
0.4% of portfolio
|
Q3 2020
Added 6.84%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,671
shares
|
$2.76 Million
0.37% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
10,670
shares
|
$2.76 Million
0.5% of portfolio
|
Q1 2023
Reduced 10.11%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,656
shares
|
$2.76 Million
1.77% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
10,654
shares
|
$2.76 Million
1.52% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
10,619
shares
|
$2.75 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
10,616
shares
|
$2.75 Million
0.23% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
10,601
shares
|
$2.75 Million
0.29% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
10,577
shares
|
$2.74 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
10,565
shares
|
$2.74 Million
2.21% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10,564
shares
|
$2.74 Million
0.43% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
10,562
shares
|
$2.74 Million
0.28% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
10,548
shares
|
$2.73 Million
1.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
10,533
shares
|
$2.73 Million
1.09% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
10,516
shares
|
$2.72 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,507
shares
|
$2.72 Million
0.2% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
10,499
shares
|
$2.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
10,491
shares
|
$2.72 Million
0.24% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
10,478
shares
|
$2.71 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
10,453
shares
|
$2.71 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
10,441
shares
|
$2.71 Million
1.0% of portfolio
|
Q2 2025
Added 0.05%
|