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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
8,033
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
8,018
shares
|
$2.08 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
8,018
shares
|
$2.08 Million
0.21% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
8,018
shares
|
$2.08 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
8,006
shares
|
$2.07 Million
0.44% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
8,000
shares
|
$2.07 Million
0.68% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
7,990
shares
|
$2.07 Million
1.26% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
7,989
shares
|
$2.07 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
7,961
shares
|
$2.06 Million
0.21% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,935
shares
|
$2.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 40.51%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,916
shares
|
$2.05 Million
0.65% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
7,914
shares
|
$2.05 Million
0.31% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
7,910
shares
|
$2.05 Million
1.25% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,896
shares
|
$2.05 Million
0.17% of portfolio
|
Q2 2023
Added 1.24%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
7,894
shares
|
$2.05 Million
0.33% of portfolio
|
Q2 2025
Reduced 87.1%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,894
shares
|
$2.05 Million
0.21% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
7,889
shares
|
$2.04 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
7,883
shares
|
$2.04 Million
0.78% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,856
shares
|
$2.04 Million
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
7,844
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
7,835
shares
|
$2.03 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
7,826
shares
|
$2.03 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
7,824
shares
|
$2.03 Million
1.95% of portfolio
|
Q2 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
7,823
shares
|
$2.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 52.64%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
7,804
shares
|
$2.02 Million
0.27% of portfolio
|
Q1 2025
Added 11.25%
|