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 |
|---|---|---|---|---|---|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
9,814
shares
|
$2.54 Million
0.76% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
9,810
shares
|
$2.54 Million
0.05% of portfolio
|
Q2 2025
Added 19.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,807
shares
|
$2.54 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
9,796
shares
|
$2.54 Million
1.7% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
9,796
shares
|
$2.54 Million
1.53% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
9,771
shares
|
$2.53 Million
0.38% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
9,762
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2022
Added 0.72%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
9,739
shares
|
$2.52 Million
0.36% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,708
shares
|
$2.52 Million
0.27% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,701
shares
|
$2.51 Million
0.39% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
9,700
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
9,674
shares
|
$2.51 Million
1.31% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,673
shares
|
$2.51 Million
0.31% of portfolio
|
Q3 2023
Added 24.17%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
9,647
shares
|
$2.5 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
9,601
shares
|
$2.49 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
9,592
shares
|
$2.49 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
9,553
shares
|
$2.47 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
9,546
shares
|
$2.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,527
shares
|
$2.47 Million
0.39% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
9,512
shares
|
$2.46 Million
0.28% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
9,473
shares
|
$2.45 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
9,460
shares
|
$2.45 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,444
shares
|
$2.45 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,416
shares
|
$2.44 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Game Creek Capital, LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,410
shares
|
$2.44 Million
1.25% of portfolio
|
Q2 2025
Reduced 18.17%
|