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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
10,330
shares
|
$3 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,330
shares
|
$3 Million
0.22% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
10,312
shares
|
$2.99 Million
1.86% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
10,293
shares
|
$2.99 Million
0.41% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,288
shares
|
$2.98 Million
0.22% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
10,265
shares
|
$2.98 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
10,264
shares
|
$2.98 Million
0.22% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
10,249
shares
|
$2.97 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
10,238
shares
|
$2.97 Million
0.55% of portfolio
|
Q1 2025
Reduced 41.98%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
10,190
shares
|
$2.96 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
10,188
shares
|
$2.96 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
10,170
shares
|
$2.95 Million
0.71% of portfolio
|
Q1 2025
Added 612.18%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,159
shares
|
$2.95 Million
1.25% of portfolio
|
Q1 2023
Added 5.87%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
10,125
shares
|
$2.94 Million
1.28% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
10,112
shares
|
$2.93 Million
0.93% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
10,110
shares
|
$2.93 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
10,087
shares
|
$2.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
10,063
shares
|
$2.92 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
10,057
shares
|
$2.92 Million
0.32% of portfolio
|
Q1 2025
Added 17.36%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,046
shares
|
$2.91 Million
0.27% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10,021
shares
|
$2.91 Million
0.41% of portfolio
|
Q2 2022
Added 4.98%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
10,011
shares
|
$2.9 Million
0.45% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
10,000
shares
|
$2.9 Million
1.58% of portfolio
|
Q2 2022
New holding
|
|
|
Westport Asset Management Inc
Southport, CT |
May 14, 2025 Q1 2025 |
10,000
shares
|
$2.9 Million
1.28% of portfolio
|
Q1 2020
New holding
|
|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
9,976
shares
|
$2.89 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.16%
|