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 3,661 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,671
shares
|
$3.1 Million
0.37% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
10,670
shares
|
$3.1 Million
0.5% of portfolio
|
Q1 2023
Reduced 10.11%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
10,660
shares
|
$3.09 Million
1.24% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,656
shares
|
$3.09 Million
1.77% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
10,619
shares
|
$3.08 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
10,616
shares
|
$3.08 Million
0.22% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,608
shares
|
$3.08 Million
0.15% of portfolio
|
Q1 2025
Added 42.14%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
10,598
shares
|
$3.07 Million
0.33% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
10,580
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
10,577
shares
|
$3.07 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10,564
shares
|
$3.07 Million
0.43% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
10,556
shares
|
$3.06 Million
1.14% of portfolio
|
Q1 2025
Added 24.22%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Apr 17, 2025 Q1 2025 |
10,555
shares
|
$3.06 Million
0.21% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
10,548
shares
|
$3.06 Million
1.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,544
shares
|
$3.06 Million
0.15% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
10,536
shares
|
$3.06 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
10,533
shares
|
$3.06 Million
1.09% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
10,531
shares
|
$3.06 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
10,436
shares
|
$3.03 Million
0.9% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
10,432
shares
|
$3.03 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
10,429
shares
|
$3.03 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
10,374
shares
|
$3.01 Million
0.57% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
10,370
shares
|
$3.01 Million
0.23% of portfolio
|
Q1 2025
Added 83.31%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
10,368
shares
|
$3.01 Million
0.12% of portfolio
|
Q3 2023
Added 2.37%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
10,350
shares
|
$3 Million
0.87% of portfolio
|
Q1 2025
Added 0.98%
|