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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
8,653
shares
|
$2.24 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
8,576
shares
|
$2.22 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,575
shares
|
$2.22 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
8,569
shares
|
$2.22 Million
2.2% of portfolio
|
Q1 2024
Reduced 7.26%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
8,568
shares
|
$2.22 Million
0.74% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,562
shares
|
$2.22 Million
1.26% of portfolio
|
Q3 2022
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
8,532
shares
|
$2.21 Million
0.29% of portfolio
|
Q3 2023
Reduced 13.62%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
8,530
shares
|
$2.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
8,521
shares
|
$2.21 Million
0.32% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
8,502
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
8,501
shares
|
$2.2 Million
1.15% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
8,484
shares
|
$2.2 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
8,470
shares
|
$2.19 Million
0.27% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
8,468
shares
|
$2.19 Million
0.04% of portfolio
|
Q2 2025
Added 28.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,458
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,426
shares
|
$2.18 Million
0.92% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
8,419
shares
|
$2.18 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
8,382
shares
|
$2.17 Million
0.7% of portfolio
|
Q2 2025
Added 51.52%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
8,378
shares
|
$2.17 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
8,362
shares
|
$2.17 Million
0.59% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
8,348
shares
|
$2.16 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
8,338
shares
|
$2.16 Million
0.2% of portfolio
|
Q2 2025
Added 62.82%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
8,336
shares
|
$2.16 Million
0.24% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
8,336
shares
|
$2.16 Million
0.6% of portfolio
|
Q2 2025
Added 500.58%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,312
shares
|
$2.15 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.46%
|