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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
9,406
shares
|
$2.44 Million
0.96% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
9,341
shares
|
$2.42 Million
1.44% of portfolio
|
Q2 2025
Added 75.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
9,325
shares
|
$2.42 Million
0.22% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
9,324
shares
|
$2.42 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
9,316
shares
|
$2.41 Million
0.78% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
9,253
shares
|
$2.4 Million
1.71% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,242
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Added 41.06%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
9,235
shares
|
$2.39 Million
0.75% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
9,224
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
9,207
shares
|
$2.39 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
9,202
shares
|
$2.38 Million
0.56% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Thames Capital Management LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
9,194
shares
|
$2.38 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
9,148
shares
|
$2.37 Million
0.74% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
9,144
shares
|
$2.37 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
9,136
shares
|
$2.37 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,117
shares
|
$2.36 Million
0.25% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
9,109
shares
|
$2.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
9,107
shares
|
$2.36 Million
2.24% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
9,097
shares
|
$2.36 Million
0.66% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,091
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
9,091
shares
|
$2.36 Million
1.03% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
9,076
shares
|
$2.35 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
9,066
shares
|
$2.35 Million
0.52% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
9,061
shares
|
$2.35 Million
0.84% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
9,059
shares
|
$2.35 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.84%
|